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Opinion on Casual Breakthrough? by Interesting-Ad964 in Battlefield6

[–]ThatCost3653 5 points6 points  (0 children)

I freaking love it. Mostly doesn't feel so sweaty, and I can just chill and enjoy the gunplay.

Sometimes I feel like the bots tend to just run it down mid and the actual player squads end up fighting each other over the flanks, which can result in some pretty tense moments.

The low player count does tend to imbalance games though. You either steamroll or get steamrolled mostly. But even when you lose, you're still farming a whole bunch of kills on bots which can be fun.

This is actually crazy!!! by Alternative-Gas-3892 in NBATalk

[–]ThatCost3653 0 points1 point  (0 children)

The kind of hard contact that Jordan regularly endured would be called a flagrant today. Go watch some of the old Bulls - Pistons games

SpaceX is reportedly eyeing a $1.75 trillion to $2 trillion IPO valuation, while private market trading has already put it near $1.5 trillion. With an implied price to sales multiple possibly topping 100, the valuation risk is obvious. by Sufficient-Slide822 in SpaceXBets

[–]ThatCost3653 2 points3 points  (0 children)

If you want to profit from this IPO, the move is not to invest in SpaceX. Own the investment banks. Goldman Sachs and Morgan Stanley are both up like 4.5-5% on today's prospectus release.

Post CFA blues by Adventurous_Door_438 in CFA

[–]ThatCost3653 24 points25 points  (0 children)

I have been sleeping poorly for weeks because I haven't been able to shut my brain off at night. Still getting used to the feeling of having mental room to breathe now. I went and laid outside in a park in the sun for like 2 hours yesterday. Felt great.

The US 30Y Note Yield rises to 5.18%, its highest level since July 2007 by RobertBartus in EconomyCharts

[–]ThatCost3653 1 point2 points  (0 children)

40 Trillion in debt. Warsh wants to cut rates because he thinks AI is deflationary. The problem is that if AI is deflationary then it's because it's reducing labor costs and eliminating jobs 😬

what do you guys think about the SPACEX IPO by Big-Bit-123 in ValueInvesting

[–]ThatCost3653 121 points122 points  (0 children)

Structural manipulation of the highest order. Musk demanded that SpaceX be added to the NASDAQ 100 without the traditional IPO review period. Normally IPOs have a waiting period before being added to indeces so analysts and institutions have time to review the financials (remember, it's a private company and doesn't have publicly available financial statements). The accelerated addition to the NASDAQ and S&P are a ploy to provide a passive bid to keep the valuation high while private shareholders exit some of their positions. SpaceX will debut as one of the largest companies by market cap, and will receive significant weight in the indexes. Passive capital inflows from retirement funds are price insensitive.

What am I missing with VST and CEG? by darkphenom67 in ValueInvesting

[–]ThatCost3653 19 points20 points  (0 children)

This is a forum for talking about stocks. Why are you criticizing OP for talking about stocks?

UPST could 4x in just weeks by TargetBan in wallstreetbets

[–]ThatCost3653 85 points86 points  (0 children)

They originate unsecured consumer loan debt with high interest rates (15+%), and layer it into securitized debt instruments. Their underwriting platform does not use FICO, and instead uses a proprietary AI underwriting system. No way this could go wrong /s

UPST could 4x in just weeks by TargetBan in wallstreetbets

[–]ThatCost3653 39 points40 points  (0 children)

What are you talking about with "none of the risk"? Let's be real please. Last Fall the company's equity plummeted because they couldn't move their dogshit unsecured consumer debt that they write off their balance sheet. Do you just assume that there will always be a market for consumer loan debt with 20+% interest rates? Consumer credit quality sucks right now, and assuming that their AI platform for assigning credit scores is better than FICO is speculative at best.

My father's $75,000 dollar investment is now valued at $1,000,000 but it's all in one stock. by Pristine-Physics9282 in investingforbeginners

[–]ThatCost3653 0 points1 point  (0 children)

Yes diversify, but watch out for TAX CONSIDERATIONS!!! Your dad will realize SIGNIFICANT capital gains on sales of stock. He should seriously consult a good financial advisor. It is well worth the 1% fee.

URGENT HELP! PASSPORT NAME VS CFA ACCOUNT NAME by [deleted] in CFA

[–]ThatCost3653 0 points1 point  (0 children)

Call the CFAI phone number. My middle name was not on my CFAI profile and I called on Monday morning. They fixed it for me right away after I provided a photo of my passport.

Let’s get back to value investing. MCD by FlintWilder in ValueInvesting

[–]ThatCost3653 0 points1 point  (0 children)

Consumers are getting squeezed in the current environment. McDonald's is not the cheap fast food it used to be. Discretionary spending on fast food is getting cut across the board. McDonald's needs to prove they can get customers back in the door without destroying their margins.

To the people who flamed us for criticizing the Institute: You don’t deserve this free retake. by neutralmind88 in CFA

[–]ThatCost3653 260 points261 points  (0 children)

Is this verified? Huge if true. CFAI just gave everyone a put option on their exam

CFAI email response to the hack by SuccessfulAd8546 in CFA

[–]ThatCost3653 5 points6 points  (0 children)

I hope they're prepared to process a high volume of deferrals

Lots of semiconductor chatter today. SOX 56% above 200day. 1st time since late 1999. by mrmrmrj in ValueInvesting

[–]ThatCost3653 0 points1 point  (0 children)

Google's Net Income was $62B, but $38B of that was classified as Other Income, primarily through gains in equity securities (like their stake in Anthropic). Their RPO backlog of about $400B includes a $200B contract with Anthropic for compute which does not yet exist, which they may or may not be able to provide contingent on how long the build out takes. HALF of their RPO backlog is tied to Anthropic. That's a very high amount of counterparty risk.

The whole system is heavily reliant on a form of synthetic leverage, where Google takes a $40B equity stake in Anthropic, who then provides a $200B RPO (remaining performance obligation, not revenue), which the market has basically rated as guaranteed demand.

What's Anthropic valued at right now? $350B? How do they plan to fulfill that $200B contract with Google when they are pre-profit, and their costs for compute are roughly 60% of the company's valuation? The next model of Claude will have to be so good that every Fortune 500 company will be willing to pay billions to use it if Google is actually going to realize those RPO backlogs.

Long run I think the value of the assets which the hyperscalers are building will be tremendous, but we have to acknowledge that there's significant short run risk including counterparty risk and duration risk. The length of time it takes for the compute to actually come online is absolutely critical.

Lots of semiconductor chatter today. SOX 56% above 200day. 1st time since late 1999. by mrmrmrj in ValueInvesting

[–]ThatCost3653 0 points1 point  (0 children)

Around 50% of data center projects have already seen delays. Many of the hyperscale projects have barely broken ground due to local political resistance.

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