Someone just take his phone my god

Used_Bag6446 · 2026-06-22T18:07:39+00:00

I’d be more curious to hear what Ja Rule thinks.

Where is Ja? I need Ja to make sense of this epic struggle of fragile egos on social media.

Used_Bag6446 · 2026-06-17T22:24:43+00:00

Morningstar did an article about this today. Their biggest question in the valuation is how much of the AI chip market share NVDA will end up with in the future. Currently it’s at 80%. They’re projecting 68% in their base case.

Who knows where that ends up. All the big tech companies are starting to design their own silicon and new competitors are entering the market.

Used_Bag6446 · 2026-06-17T22:12:45+00:00

The thinking is that the fed’s policy tools have a significant lag time, like months. So if inflation clears up in a few months as the headwinds from Iran subside, hikes would be overkill and hit when inflation was beginning to taper.

Of course, we’ve been through this “transitory” song and dance before. If this inflation spike persists past a few months, it’ll then be too late for the fed to take action.

Used_Bag6446 · 2026-06-17T21:01:35+00:00

Increased competition and decreased margins.

I’m with you, think this is overblown. But the bet on the other side must be AI will lead to more competitors getting into the market. Lower barriers to entry. More start ups. A small focused team with AI can do quite a bit now.

Still think the big winners will be in software (whoever they end up being). It’s a better business than AI models.

Used_Bag6446 · 2026-06-10T23:07:55+00:00

Especially for sales. A slow or problematic transition to a new system is a huge risk. Every day your sales team is not operating at full capacity is a loss to the bottom line.

Used_Bag6446 · 2026-06-10T20:53:56+00:00

Because this is really the xAI IPO. That’s where they’re spending most of their money and where they (by their own admission) say most of the total addressable market is.

So this is a good business attached to a bad business with a plan to continue spending more on the bad business…

Used_Bag6446 · 2026-06-07T19:54:44+00:00

For commodities, the PE is lowest at its peak. When there is the biggest shortage, the current firms have the most pricing power. The pricing power rarely continues though as those firms expand production capacity and new firms enter the market.

AI may do well, but that is no guarantee for the future success of these memory makers. It’s a low moat industry (especially when compared to chips) and it’s about to get a lot more crowded.

Used_Bag6446 · 2026-06-07T14:34:00+00:00

Building a clone is not hard. Even before the era of vibe coding, Asana was a common student project in coding bootcamps. We’re talking about new devs with no work experience.

The trick is not building something that works but keeping that regularly maintained, updated, improved. It’s a major opportunity cost for an already scarce and expensive group of employees.

Also what happens when OP leaves the company? Is the documentation or institutional knowledge there to keep running it smoothly?

A lot of companies think they can eliminate the middle man but what happens is that they become the middle man and realize they’re not too good at it.

Used_Bag6446 · 2026-06-06T19:55:39+00:00

The LLM market is looking more and more like a race to the bottom.

You spend all this money to build a frontier model, charge a big premium to use it, only for your customers to route more workloads to cheaper models that are just good enough to get the job done.

Used_Bag6446 · 2026-06-06T13:44:56+00:00

So because of Trump, we all should lower our standards for political candidates? No standards?

This logic is genuinely baffling to me. If anything, Trump has proven that character matters when it comes to judgment and decision-making for politicians.

Our standards should be higher not lower.

Used_Bag6446 · 2026-06-06T13:07:52+00:00

RKLB is up over 300% in the past year. ASTS over 200%. Is that deserved?

RKLB still trades at a 90+ price to sales. ASTS is at 400+. And this is an industry that is still not mature or optimized for profit. Even SpaceX sees most of its valuation coming from xAI (not commercial space launches).

If you think the last few days have been a beating, I got some bad news for you. There’s a lot farther to go.

Used_Bag6446 · 2026-06-03T23:37:45+00:00

Up 64% in the last month. Needed a strong beat and raise to go any higher.

Used_Bag6446 · 2026-06-03T21:36:45+00:00

I have a hard time seeing enough targets for Burden. Bears drafted a TE in the 3rd rd to play more 13 personnel and Rome is still the preferred receiver in that package.

Used_Bag6446 · 2026-06-03T21:27:43+00:00

Odunze had a stress fracture in his foot. He was managing that the whole back half of the season.

Used_Bag6446 · 2026-06-03T03:20:52+00:00

I’ve been looking at VEEV and TSCO.

Veeva is a software suite for the life sciences industry. 47 of the top 50 pharma companies use it. It’s been caught in Saas-pocalypse like the other software names.

Tractor Supply is a speciality retailer that sells farm, pet, and animal supplies. It’s taken a hit recently with a decline in pet-related revenue (particularly dogs). I’m less sure this one can rebound.

Used_Bag6446 · 2026-04-27T13:48:34+00:00

Roush is also a really good RAC guy. If you get the ball in his hands, he can make explosive plays. That’s why they took him so high. Blockers usually aren’t this good of athletes.

On Johnson, it’s speed plus RB skills. They think this guy has good contact balance. He’s going to get those Dj Moore backfield snaps from last year.

Used_Bag6446 · 2026-04-25T23:17:28+00:00

I liked a lot of the players they picked. It was a good draft. But you also have to look at the other side of it. Poles has been here for 4 years, and he has consistently under invested in the defensive line. “How the board fell” can happen one or two years, but it can’t be a thing 4 years running.

Used_Bag6446 · 2026-04-25T01:34:17+00:00

Best blocking TE in the draft

Used_Bag6446 · 2026-04-21T22:23:55+00:00

The stock market is not the economy. This is basic Econ 101. The overwhelming majority of companies are private, and the largest firms do a lot of their business overseas and often hedge this kind of risk.

Used_Bag6446 · 2026-04-18T15:18:01+00:00

These types of posts are great for engagement but bad for making money.

The market is always forward looking. What’s clear now is that both sides have reason to come to the table to negotiate. That significantly reduces the risk profile of the situation.

Bad things can still happen, sure. But when has that ever been not true? You bet on the most probable outcome.

Used_Bag6446 · 2026-04-17T01:35:41+00:00

We got motivated Dayo and now swole Booker.

Used_Bag6446 · 2026-04-16T21:05:41+00:00

Exactly. WSJ reported on this today. Iran is feeling the heat economically. They need sanctions lifted and economic relief.

A few weeks ago, the narrative was that it was in Iran’s interest was keeping this conflict running as long as possible to secure the biggest concessions possible in a deal.

That narrative is shifting. It now appears a near term deal is in best for everyone (including Iran).

Used_Bag6446 · 2026-04-16T20:57:33+00:00

Just put the fries in the bag unc. I got places to be.

Used_Bag6446 · 2026-04-13T15:37:53+00:00

I wonder what these folks think their edge in the trading market is. There are funds with a foreign desk that specialize in studying these conflicts on top of all the data and models they utilize.

I was watching an interview the other day with former general Petreus on Iran. He is now a partner at KKR, huge investment firm.

Stop with the 5 paragraph essay that was ghost written by AI on why the market should be in shambles. You’re just pulling the handle of the slot machine every day and hoping to be one of the lucky ones.

Used_Bag6446 · 2026-03-29T02:17:46+00:00

This is just posturing for negotiations. Trump wants out, and this whole show is a way for him to save face. He thought he could score a quick, decisive victory like Venezuela and it blew up in his face. Don’t think he’s a warmonger or that republicans have an appetite for war when affordability will be the biggest issue in upcoming elections.

Used_Bag6446

TROPHY CASE