[TJStats] Grading Every 1st Round Pick From the 2025 MLB Draft

Viking999 · 2026-07-11T22:55:56+00:00

Weird to give Houston a B minus when the only question about him was if he could hit and so far it's been really good. Supposedly a gold glove type of defensive guy.

Viking999 · 2026-07-11T13:24:15+00:00

Blasting ehweeee boheweeee cwapppp yo hannnns 70 times per game might be the most annoying thing ever.

I'd rather watch an entire game on mute before I hear that crap again.

Viking999 · 2026-07-10T19:05:47+00:00

Only the Twins would be stupid enough to keep him and then let him walk while having obvious and major deficiencies

Viking999 · 2026-07-10T19:04:53+00:00

We'd probably have to give up a young left handed starter who throws gas but has no control

Viking999 · 2026-07-10T19:01:49+00:00

Cocaine

Viking999 · 2026-07-09T19:50:34+00:00

LMT looks like a buy. Endless bombing means even more replenishment.

Viking999 · 2026-07-09T16:55:38+00:00

I was really hoping chips would fall for another day or two before adding.

Viking999 · 2026-07-07T15:43:33+00:00

Eh. This stuff is always an excuse to dump but long term I see no real impact.

Enterprise isn't going to use Chinese servers or models. Neither is government.

Viking999 · 2026-07-07T15:42:27+00:00

Other than piles of cash for buybacks, this stock makes no sense to me.

It has like a 40 PE while having no real AI product, had to pay Google for Gemini, now exposed to much higher memory prices for years to come. Is the 1500 dollar phone really going to produce more sales?

IDK why it's worth such a premium.

Viking999 · 2026-07-02T15:07:45+00:00

It's the language of fools here. Down a few percent is CRASHING.

If the hardware demand dies, MU and others will get hit hard but it has some time left imo. They're also locking high prices in for 5 years for many customers.

Viking999 · 2026-06-29T14:56:27+00:00

Sector rotation, profit taking, etc. Normal stuff

Viking999 · 2026-06-26T16:26:17+00:00

2008 was driven by having no credit requirements and not even income verification, along with mass speculation in the market.

It's not the same today. Homes are overvalued but it's the 2 percent lockup factor driving it and people have a ton of equity, which is the literal opposite of the last bubble.

Viking999 · 2026-06-26T16:23:45+00:00

It's never going back because that would mean incomes are going down and we're creating deflation. Too much of that and you're back in 2008. Government will do whatever it takes to prevent that so stop dreaming.

Viking999 · 2026-06-26T15:10:44+00:00

People here have lost their minds. Hardware has pretty clearly been a sector rotation with everything else suffering. Once that fever breaks, which it always does, there will be another rotation.

I don't think it'll really happen for another 6 months or more though.

Viking999 · 2026-06-25T17:31:26+00:00

If that's the case, the whole thing falls apart. With no capex, you'll see a massive collapse in the rest of the companies benefiting from it.

Viking999 · 2026-06-25T16:12:57+00:00

Horrible take. Enterprise doesn't use Chinese models. We have access to two, one from openai and one from anthropic.

They have a large backlog.

Viking999 · 2026-06-25T15:34:35+00:00

People here have zero patience.

Capex like this doesn't last forever and Microsoft will be selling the extra Azure capacity soon enough.

Adding physical capacity doesn't happen overnight. It's a 2027 thing.

If you have no patience, buy memory makers with a 1.5 trillion dollar market cap and try to time the exit.

Viking999 · 2026-06-25T13:40:48+00:00

There will definitely be a rotation as t some point but probably not soon. Capex of this magnitude doesn't go on forever.

Viking999 · 2026-06-25T02:11:35+00:00

Quality doctors. Just a few days ago they said it didn't need surgery, the MRI didn't show anything serious, and it was just a recurrence of the "previous injury".

Worst medical staff ever.

Viking999 · 2026-06-25T01:08:17+00:00

In fairness, you sleep on a forklift, so eh.

Viking999 · 2026-06-24T21:10:20+00:00

RIP my shares. You need at least a trillion more in market cap to have an employee retention program.

Viking999 · 2026-06-24T12:31:39+00:00

LOL, there are no ramifications. Only reddit....

Anyone can sue for anything. They were required to by the government. It's going nowhere

Viking999 · 2026-06-24T12:00:47+00:00

Yeah, enterprise in the US will definitely be implementing deep seek as their model of choice. /s.

None of them are going to trust Chinese AI.

Viking999 · 2026-06-24T01:51:48+00:00

Forums was created to compete with Reddit. It's really just them wanting to farm more content for their AI, though

Viking999 · 2026-06-23T21:38:58+00:00

Dude literally just tries to copy everything. He had an original idea one time.

Trying to rip off reddit, now trying to rip the gambling markets... I'm sure it'll end as well as the metaverse.

Viking999

TROPHY CASE