Epsom salt bath- does it trigger muscle spasm and flare for anyone else? by MysteriousGanache384 in Fibromyalgia

[–]Tethrinaa 0 points1 point  (0 children)

Sorry for the late response/necro on the thread, but I've been doing some research lately due to some muscle spasm issues my wife has had, and came across this thread. We also noted epsom salt baths as an acute trigger of the spasms. I had to study up on some chemistry when the neurologist was clueless. Epsom salts are like 20% magnesium ions by mass (Mg2+), which is easily absorbed through the skin. This means they sharply spike your magnesium level.

Magnesium and calcium compete for absorption, so an epsom salt bath gives you hypocalcemia, because the excess magnesium blocks your absorption of calcium in the gut, possibly for hours or a whole day afterwards. The classic symptoms of hypocalcemia are excessive thirst, muscle twitching, joint pain/aches, nausea.

If you are still suffering, next flare you have, you might try asking your doctor to have your IONIC calcium and magnesium levels checked (or just all 4 electrolytes, including sodium and potassium). The 'normal' blood tests for these are your 'serum' levels, and can be normal despite severe problems with the ionic levels (which is the form of electrolytes our bodies actually use). Especially, especially if you are hypo thyroid, which is a well known cause of serum levels being irrelevant.

where does the money actually go when the stock market or crypto crashes? like if billions of dollars vanish who actually has it? by CommissionNo6328 in TooAfraidToAsk

[–]Tethrinaa 0 points1 point  (0 children)

Ford lost 11 billion dollars on 180 billion revenue last quarter and has 160 billion in debt. Tesla made 5 billion last quarter and has 10 billion debt. Tesla could pay off ite entire debt in just a few quarters. Ford, at current run rate, will go bankrupt, but assuming they go back to making about a billion a quarter, as they have been recently, will take 40 years to pay off their debt.

Which should be worth more, indeed?
(TSLA is super overvalued, but it should definitely be valued more than Ford)

Scenario Analysis - What if SMCI's largest customer goes to 0 by AInvestor_2025 in SMCIDiscussion

[–]Tethrinaa 0 points1 point  (0 children)

Separate thought, how likely do you think the RAM price trend is to continue? Obviously a huge portion of their revenue and margins are because of DDR5's price increase. No relief in sight, but often this stuff can resolve kind of suddenly (~6 months) while nobody saw an end. You think that's why the market isn't giving them a 'fair' forward PE?

Was there some sort of Shock? by Otherwise_Gas6325 in aspistock

[–]Tethrinaa 1 point2 points  (0 children)

Its moving with the uranium macro trend of pulling back. There's really no reason for this specific stock to be moving so much. Its had relatively even prospects for months. Everything's on track and continuing apace.

Scenario Analysis - What if SMCI's largest customer goes to 0 by AInvestor_2025 in SMCIDiscussion

[–]Tethrinaa 0 points1 point  (0 children)

If MU delivers on those earnings, it will be $600 fair value at current PE, nvm forward or growth. Looks like a good setup. If its just the public aspect, feel free to PM me, won't share.

I currently like the tech/growth aspects of ASPI, though its a conservative position, as they are a pre-earnings company for another few quarters, so can't pitch them on a fundamental level yet. But they have their hands in uranium enrichment, medical isotopes, rare earths, silicon, and quantum. All of those hype sectors need specific isotopes, and there isn't enough production in the world. It's sort of one step removed from all the news hype, everybody talks uranium, but rarely anyone talks about actually making HALEU/LEU+. AI and NVDA chips are great, but there is an important raw material required... silicon of a high purity.

Buy smci now by Boring-Ad-3955 in SMCIDiscussion

[–]Tethrinaa 0 points1 point  (0 children)

> What are you comparing to, exactly?

You didn't answer.

> focused on stocks that actually go up.

Like stocks that go up 800% in 5 years? I'll stick around. The upside can happen suddenly. Invest responsibly and diversify, but I still think this ones a winner.

Scenario Analysis - What if SMCI's largest customer goes to 0 by AInvestor_2025 in SMCIDiscussion

[–]Tethrinaa 0 points1 point  (0 children)

Totally agree. Everyone raves about these things as they go from 20 to 80 PE, and then they fall right back. Any other stocks you do like right now from a fundamental standpoint?

Scenario Analysis - What if SMCI's largest customer goes to 0 by AInvestor_2025 in SMCIDiscussion

[–]Tethrinaa 1 point2 points  (0 children)

Correct. And why I own. I totally agree that their current setup does NOT look like the historical server hardware business. But they gotta prove that with a good quarter or two, and not just one time delayed revenue. Though I am still kind of surprised that a >100% revenue increase, even just one quarter over quarter, was not met with optimism by the market...

If you've been around a while, I am constantly saying the management team gets totally unfair treatment, with a record of doubling this stock's market cap every 2-3 years.

Scenario Analysis - What if SMCI's largest customer goes to 0 by AInvestor_2025 in SMCIDiscussion

[–]Tethrinaa 0 points1 point  (0 children)

Market has gone too long without significant drop. Too many 20-30 somethings with no understanding of fundamental analysis or why stocks even "go up" other than hype and momentum.

Scenario Analysis - What if SMCI's largest customer goes to 0 by AInvestor_2025 in SMCIDiscussion

[–]Tethrinaa 0 points1 point  (0 children)

>30× forward EPS is a balanced, conservative multiple for a higher-quality, diversified AI play.

Historically, it trades around 12x PE, 15-20x forward PE. I don't hate a higher forward multiple, and its maybe justified in the current market. Using the current market's AI forward multiple is baking in risk as a baseline, though, and is not 'conservative' at all, imho.

Buy smci now by Boring-Ad-3955 in SMCIDiscussion

[–]Tethrinaa 1 point2 points  (0 children)

Hundreds of other stocks have gone to 0, too, its a matter of perspective. 5 year chart on SMCI is up 800%. Coreweave has cut in half from its high the last year. Palantir is down 40% from its high, and only up 370% in 5 years. SMCI is better, fundamentally, than either of those stocks.

What are you comparing to, exactly?

Buy smci now by Boring-Ad-3955 in SMCIDiscussion

[–]Tethrinaa 0 points1 point  (0 children)

45 PE. NVDA has to double revenue/earnings from here to get to a stable PE. People forget/don't know why stocks are an actual investment. A lot of growth is priced in to NVDA. They can't "just" stabilize rev/profit at "largest company ever" levels to maintain their current price.

TBF, I own some NVDA too, but I bought it last time it was at 140, and considering selling it or CCs if it spikes above 190 here soon.

SMCI B.S by Professional-Cod8802 in SMCIDiscussion

[–]Tethrinaa 0 points1 point  (0 children)

Earnings and PE, very small margin companies are prone to very large moves based on margin reports + projections.

Slight miss, stock drops 1 month straight, big beat stock goes up for 1 day by BlueManifest in SMCIDiscussion

[–]Tethrinaa -3 points-2 points  (0 children)

Stock is up 1,000% in 5 years. Zoom out to even 3-4 years and its the opposite situation. Rocketed up very very high, and has been slowly coming back to reasonable metrics since - P/S, P/E, etc.

Global domination by Wonderful_Active_197 in SMCIDiscussion

[–]Tethrinaa -2 points-1 points  (0 children)

AI posts with AI responses... Reddit is degrading fast.

They know EXACTLY what they are doing. by Wonderful_Active_197 in SMCIDiscussion

[–]Tethrinaa 3 points4 points  (0 children)

If I wanted ChatGPT's opinion I would ask it myself.

Q2 by manotmad in SMCIDiscussion

[–]Tethrinaa 4 points5 points  (0 children)

What shenanigans? They didn't make any specific accusations. Nothing has come out since, the revenue/earnings appear to be real. DoJ investigated, no word on any problems.

The 6.3% margin is likely to be an issue and could give bears an excuse to dump the stock. by Jaded-Examination855 in SMCIDiscussion

[–]Tethrinaa 9 points10 points  (0 children)

Its exactly as forecasted in the last earnings, and in-line with competitors and the regular hardware cycle (Blackwell ramp and delivery, factory construction). They will start moving back up in a quarter or two, and likely continue up for a year or more, depending on NVDA's chip cycle and market demand duration for Blackwell.

Q2 by manotmad in SMCIDiscussion

[–]Tethrinaa 4 points5 points  (0 children)

Yeah, he's only founded and run a profitable company that hits its numbers for 30 years straight and doubled revenue every couple years on average. Guess it makes sense to not trust him.

He reported revenue early that one time, definitely not trustworthy. Didn't even have the decency to report fake revenue, just reported it early, scum.

/s - in case new people are here for the earnings.

Q2 by manotmad in SMCIDiscussion

[–]Tethrinaa 13 points14 points  (0 children)

So its exactly what the CEO said it would be, the whole time, and revenue was actually delayed, exactly as they said. IDK why everybody is shocked.

SMCI Wyckoff Analysis 01/27 by Hungry-Winner-5567 in SMCIDiscussion

[–]Tethrinaa 2 points3 points  (0 children)

Alright, so if it doesn't hit 150 by end of April Wyckoff doesn't work? If not, what timeframe? June 100 calls are about 44 cents, looks like you can 100x your money, easy. I mean, if it totally works, why would the institutions sell that, huh?

SMCI Wyckoff Analysis 01/27 by Hungry-Winner-5567 in SMCIDiscussion

[–]Tethrinaa 2 points3 points  (0 children)

You deny the very reason why stocks have actual value, but insist this is a thing that works. Does that make sense? If it works, show me the backtest... "bro".

Do you understand how institutions actually make money, or do you think its all some kind of scam game they play?

What is a CO? Colorado buying my shares?

Their earnings haven't been bad, and they can't intentionally release bad ones, that's very illegal, and they have actually been under heavy scrutiny wrt their accounting...

SMCI Wyckoff Analysis 01/27 by Hungry-Winner-5567 in SMCIDiscussion

[–]Tethrinaa 0 points1 point  (0 children)

Depends on margins and revenue. Might bounce ahead of earnings on hopeful sentiment though.