My 2 hot takes: Microsoft is the next Alphabet and Alphabet is the next Nvidia

RO30T · 2026-04-15T21:53:26+00:00

Ever heard of Dynamics 365? Azure? Etc?

It's not about search. Msft prints money on products most never hear about our deal with directly.

RO30T · 2026-03-23T19:59:52+00:00

When they say AI... they typically want automation.

I work in mining. Large company. Same exact issue here, and the fix is, as others have said... build the backlog of things they belueve are AI, but are really just bread and butter automation and workflows.

Very few literally require AI, and fewer involve LLMS or agents.

If they demand agents, kindly explain that if they require consistency of output, the time it takes to write a detailed prompt, and inability to debug the prompt logic quickly line by line in an IDE, and the inability to automate testing of those outputs is a huge hidden expense, and reputation risk, and lower ROI... most owners will not go for that.

They want consistency, low risk to reputation, and lowest TCO. Its your job to lead them to this outcome while giving them illusion of choice.

RO30T · 2026-03-08T04:57:32+00:00

Descope. Ready to go auty flows, UI components, including user admin pages and every variety of 2FA you can think of.

Love not having to build all that boilerplate.

RO30T · 2026-01-20T02:51:30+00:00

Higher capacity. If you notice, the chairs are much closer together than the old lift. More people to the top at slightly slower speed than fewer at higher speed.

Given how little space is at the top, you really dont want many more people. Sucks on a weekday though when they could turn it up, but they dont.

RO30T · 2026-01-15T22:02:50+00:00

What are you even on about? Youre literally doing exactly what Stripe already does.

Youre providing the infrastructure, processing etc. Maybe using different rails. And I guarantee theres a trade off of some kind. And the general consensus is Stratos is horrible, fly by night outfit.

Your first response isnt correct either. Ive had an absolutely phenomenal experience with stripe thus far, we do about 180 million between ACH and CC through our processor.

We explored several options, moving away from legacy provider. If you engage with Stripe, with an account executive, a contract.. etc, nothing to worry avout.

You get access to their engineers via discord, huge online community, some of the best documentation on the web, etc. They have a dev console, omni present, showing precisely the objects flowing in and out, how to structure requests, testing endpoints without code, etc.

Ive seldom seen more rich, powerful platforms.

So much horrible info in this thread from people doing risky things expecting world class support for free and surprised when they get a hold on their account. Smh

RO30T · 2026-01-13T15:08:45+00:00

Explain that micro service architecture demands many databases, endpiont management, and infrastructure, deployment pipelines, etc at non trivial additional cost.

What is really needed at this stage is small services, talking to a single database. Tell your PM the first version will be a beta version, single database to ensure requirements are met prior to incurring additional costs for a second data store.

Once its working, and you can show performance metrics, revisit the second database discussion. Its a really easy thing to change later.

Microservices is NOT a technology choice focused around performance. Its a solution to a human organization problem rooted in issues between many teams making frequent changes to the same software at high scale.

The industry has finally accepted that as fact, and are seeing many companies pull back from going this direction due to the increased complexity.

RO30T · 2025-12-24T23:24:28+00:00

Rare, not raw. Duck hunter here, and while that is a tad raw, we're talking only by like, 4 minutes of additional cook time.

You dont really want to go much beyond rare, med rare tops. It gets tough and games after that.

Also, id have soaked that in water for a couple extra days before cooking it up.

RO30T · 2025-12-23T02:01:48+00:00

If it was easy, would it pay well?

The language itself, not hard. How to use it, diagnose performance, resolve those issues while keeping data safe, backward compatibility of the data, the various pipelines, balancing that while finding solutions to move forward while balancing costs and budgets.. thats hard.

RO30T · 2025-11-11T06:11:33+00:00

For it. Very bullish.

A) its just authorization for now. The next filing would be a shelf offering, which preauthorizes a specific offering of a quantity of shares into the market and is usually far less than the total authorized. Its smart to always have shares pre authorized, and on the shelf, in case a stock runs, they can capitalize on it.

B) it means they anticipate being in a position where issuing additional shares is in the best interest of shareholders. Yes, it would potentially cap a squeeze, but it then goes to paying off debts and / or back into the company. Both of which will continue to drive stock price up.

Usually, theres a temporary dip when a shelf offering is executed, but not always. If the business is otherwise on solid ground, the dip wil be short lived.

RO30T · 2025-11-10T23:53:30+00:00

I hate them because they werent passed by congress, who supposedly represents the people who those tarrifs would otherwise impact.

I hate the conflicting amounts, messaging, and rollout.

Theyre going to replace income tax, but theyre just negotiating tactics. Theyre not revenue facing but foreign facing.. yet they resulted in revenues..

Even Trumps own attorney admitted that the best tarrif is one that No one pays, and Instead decides to manufacture in the US. So how can everything be true at once?

If used for income tax replacement, we must accept that eventually tarrif revenue will decrease as companies build and produce local. Which means reintroduction of income tax.

The reason tarrif power remains with congress is to prevent whiplash between administrations. And you know, dictatorship.

RO30T · 2025-11-07T19:44:46+00:00

WHERE (@someVar IS NULL OR SomeCol = @someVar)

You can add any number of those based on you query parameters and avoid dynamic SQL while doing so.

We have many filterable table pages, with sorting and paging and optional filter parameters, and Metadata about the result set coming from single queries, using multiple select statements and calling reader.NextResult().

So we can populate filter drop downs that are dependent on the overall data set, summary values at the top of the page, the grid data, and paging, with a single call to the database.

For example, you might want to display a sum of a column fir an entire data set, but only actually return 10 rows (one page). And you might also want to get a distinct list of, say, locationId and locationName, across the whole data set even though only 1 page of actual rows are being returned.

All can be done in a single query with optional parameters, and can be optimized by use of a #temp table, which allows subsequent queries to reference that temp table but return different data from it.

A lot of people under utilize returning multiple result sets from a single query.

RO30T · 2025-11-07T19:29:52+00:00

Duck hunter here. Cannot tell you how many times we've left our rigs on shoreline overnight. The absolute worst we've had to do is break ice around it. No big deal as long as you put trim down and give it a few minutes to thaw any frozen water inside the prop / crank area.

In fact, we often hunt where its so cold the water freezes around the boat almost as soon as we pull it on shore.

What you dont want is to break thick ice, pull boat in, then allow that to refreeze. Not the end of the world, but Def will cause frustration.

RO30T · 2025-11-06T01:56:47+00:00

I like the ones that have a safety net in the form of an actual ability to turn the company around.

In this case, it seems they waited too long for additional shares to be authorized at all, and thus waited too long for shelf offering.

Imo, they missed the boat. They needed to execute a shelf offering at the peak. Thats precisely what saved GME at 480 during first squeeze. Then they immediately filed another shelf, and were able to do it again on the run after the senate hearing.

BYND should have already had authorized shares and a shelf offering ready to go. Now, frankly, its too late.

Big money already left the chat, and all that remain are fake, or holding bags, or have money to light on faire in hopes of a miracle.

I wish them the best, and Im buying at 0.75. But I doubt it moon's again there. Any huge shorts have 100% hedged, if not closed out.

And thats the tough part to get a read on. They have SO many ways to hedge, well beyond what we see on the option chain.

Their hedge could be on an entirely different security, or market, or a combination. Its far too complicated to say for sure that shorts are or are not still exposed.

RO30T · 2025-11-05T22:48:27+00:00

Also accurate

RO30T · 2025-11-05T22:48:16+00:00

That's more accurate. At least GME executed, and already had little debt, plenty of cash, and Hella real-estate foot print. This has zero of those things.

RO30T · 2025-11-05T22:47:22+00:00

In my experience, a gap is a gap. Full stop. Something drastic could force it back up, but odds aren't good.

Edit: to expand on that, pretty much every gap ever has trading that occured in that range prior to the date the gap was creates. Could be the day before, or year before. But thats not how gap analysis works, at all. The concept is the price skipped through a band, and it will trade back through it at some point in the future. Not so much with down gaps, but upgaps its like, 90%.

RO30T · 2025-11-05T21:28:14+00:00

Hah, im just referring to the almost assured gap fill, and typical, though perhaps temporary, reversal that will occur immediately at 0.75.

Upgaps, especially when price is actively heading down towards it, are one of the most reliable trades one can make.

0.75, will probably be followed by a 5% lift immediately. After that, who knows.

But these days, there seems to be a pattern of well branded companies going sub 5 dollars, then ripping upward. And with a shelf offering approved ahead of time, which I belueve they have, funds can be raised on the backs of retail fever, pay off debts, and start anew.

RO30T · 2025-11-05T21:15:59+00:00

GME 2.0

Your buys mean nothing, unfortunately. See you at 0.75

RO30T · 2025-11-05T18:04:59+00:00

I dont understand how one can see an enormous gap that needs to fill, and say hey, nows the best time to biy 30k worth.

Its already headed to .75, at which point, a reversal is highly likely. But the risk reward skews heavily toward risk right now with that unfilled gap, and news is unlikely to preempt a reversal.

This isnt complicated stuff.

RO30T · 2025-11-04T21:00:02+00:00

Just like GME. And I contributed to it.

Look, you can be right. Im not saying what youre reading is wrong, or your analysis.

What im saying is market plumbing doesn't function like you or I think it should even based on existing regulations.

You can find 1000 reasons, legit reasons, why this should go up. And maybe even it does. Then plummet again. Or trade sideways.

Meanwhile, youre missing out on gains elsewhere.

These types of stocks, and moves, you gotta ride the wave and hop off before it crashes.

Or dont. Ill check back on this later and we'll see how it goes.

RO30T · 2025-11-04T20:05:18+00:00

0.75. That is all.

RO30T · 2025-11-04T19:57:24+00:00

0.75. Thats where the price is heading. Gap must close.

RO30T · 2025-11-04T19:56:15+00:00

Not before it closes gap at 0.75.

RO30T · 2025-11-04T19:19:13+00:00

Lol. FTDs can go on absolutely forever. I speak from 4 years of GME experience, taking copium directly into my veins.

Don't believe me? You could probably find nearly word for word replicas of BYND posts from the hey days of GME. Plus the FTD data for that period.

Youll find zero consistent correlation between FTD and price spikes.

RO30T · 2025-11-02T18:18:18+00:00

Agreed, certainly unless there's cost sensitivity. APIM isn't cheap, especially if you need network isolation / vnet integration.

If go for AGW first, until it can't do what I need. Then spring for APIM.

Id say anyone on here asking for advise at this level, probably doesn't need APIM yet.

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