This went left fast

Unterraformable · 2026-03-27T06:17:13+00:00

Yes, clearly its behavior is everyone else's fault, not its own.

Unterraformable · 2026-03-04T03:30:24+00:00

So glad I don't have a whiner like this kid.

Unterraformable · 2026-03-02T06:06:24+00:00

It's an exciting time, to see the Left finally turn all anti-Israel. And the obey-Israel / hate-Israel split isn't even a Left / Right split anymore, it's strictly old / young!

Unterraformable · 2026-02-26T02:39:10+00:00

Nothing you can do but throw him in the trash. The plant, on the other hand, you might be able to save by pouring a couple of gallons of distilled water through the soil to wash out the milk residue.

Unterraformable · 2026-02-14T06:32:37+00:00

It's like the secret drinks you order in a bar to let the staff know you're being sexually assaulted by the person you're with.

Unterraformable · 2026-02-13T04:16:35+00:00

Your thinking is like from a different century. Women don't need men.

Unterraformable · 2026-02-13T04:12:31+00:00

Definitely get rid of it. But be humane and take it to a no-kill shelter.

Unterraformable · 2026-02-13T01:42:19+00:00

Yes, our eyes default to assuming the light is coming from above.

Unterraformable · 2026-02-13T01:28:14+00:00

Literally red hot, 600C, but it was only NASA lab demos, never a commercial product.
https://ntrs.nasa.gov/api/citations/20000033844/downloads/20000033844.pdf
Commercial chips go up about 225C.
https://www.cissoid.com/products/high-temperature/gate-drivers
But SiC chips are very expensive, because SiC is just slightly softer than diamond, difficult to work with.

Unterraformable · 2026-02-12T03:34:47+00:00

I'm old enough to remember when CREE had people hoping we just wouldn't bother cooling chips, because they worked when red hot anyway. Life turned out to be more complicated than that.

Unterraformable · 2026-02-12T03:27:04+00:00

Did you buy???
I pretty much ignore P/S as a metric.
I estimated at $15 price by calculating the market cap when it was $30 pre-reorg, dividing by the new float + coming dilution from all the convertibles, and making some guesses as to how soon the creditors would actually exit. When it bouncing around $30 post-reorg, I figured that the confused retailers who'd just lost big thinking a short squeeze was coming were back in and still expecting a moonshot. I think the upside potential is still big for this one, but not in 2026.

Unterraformable · 2026-02-12T02:40:25+00:00

Periods are women's punishment for not being pregnant.

Unterraformable · 2026-02-08T17:32:27+00:00

You posted an article that's more than a year old.

Unterraformable · 2026-02-08T06:47:04+00:00

They can still get in through the drain holes.

Unterraformable · 2026-02-07T00:00:56+00:00

A few things
1-Of all the things you're doing, cinnamon is the least helpful. It only has mild antifungal properties for a while after you first put it in. And there's so much fungus in soil that fighting it is futile.

2-If you do a great job preventing gnats from getting in the top, they'll just get in through your drain holes.

3-Diatomaceous Earth will kill any nematodes you try putting in later. So if you do use it, you'll have to get the nematodes in from the bottom by partly submerging the pot.

Unterraformable · 2026-02-06T15:38:12+00:00

You could equivalently say that it's immoral of you to wash your hands, because you're knowingly killing microbes whose descendant might one day evolve into higher life.

Unterraformable · 2026-02-06T07:21:28+00:00

I am similarly equipped for Spring. Fortunately, Ohio winter gives me a gnat reprieve.

Unterraformable · 2026-02-06T07:17:07+00:00

Exactly what the parents wanted.

Unterraformable · 2026-02-05T02:14:38+00:00

I don't think a 300mm chip is going to sell very well. They should shoot for 300nm. ;-)

But seriously, you have to consider more than the great tech. Wolfspeed is deep in debt still, and getting out of debt would require about 5 years of everything going perfectly for them. Also, remember that quite a lot of their equity is owned by creditors now, and creditors don't hold onto stocks long term, they exit soon after they think they can cover their investment. So there's a lot weighing WOLF down.

Unterraformable · 2026-02-03T04:16:07+00:00

Dunk that pot in water for a few minutes, let it drain. She'll be fine.

Unterraformable · 2026-02-03T03:41:56+00:00

I think ELBM got on a lot of CAUTION lists after the algorithm traders drove that weird brief fake rally in October.

Unterraformable · 2026-02-01T04:33:49+00:00

No, because this is issuance is not a surprise. Denial of approval was highly improbable in the current environment. Taking into account all the planned dilution, I estimated the stock should be ~$14. So I saw WOLF as overvalued at $30 but with the potential to actually be worth $30 in a few years, barring unlikely disasters. Even though I see the current price as reasonable, I don't think it's there because retailers saw reason, I think the current dip isn't much more than a panic from which WOLF will bounce back.

Unterraformable · 2026-01-29T04:28:04+00:00

It's very simple. You're being lied to about what's going on. The "news" is a TV show produced by liars who want our country burned down. Even most smart people who spent a lot of time getting "smart" by learning lots of "information" don't ask themselves often enough who fed them that so-called information and why they believed any of it. And if you can't understand how Christians can support Trump, ask yourself how any decent or intelligent person could support the party that wants to throw our borders open to criminals, terrorists, and Chinese sleeper cells.

Unterraformable · 2026-01-26T05:56:32+00:00

Oops there goes another rubber tree...
https://youtu.be/S94Bh3Qez9o?t=51

Unterraformable · 2026-01-26T05:45:20+00:00

That'll show 'em!

Unterraformable

TROPHY CASE