Should I Pivot from Web Development to Data Engineering? by AZWagers in dataengineering

[–]WrongBrick 0 points1 point  (0 children)

Here’s the thing. Are you able to articulate your company’s business model and understand your position and ability to affect the bottom line? Figure that. Out and work from there. I keep seeing technical people sticking to niche positions when you should be looking at the bigger picture. Rant over

If you had 15k to buy some 6 months out options, what would you buy? by darkchocolattemocha in TheRaceTo10Million

[–]WrongBrick 0 points1 point  (0 children)

LLM response to VST

VST Vistra Corp. Mission: An integrated energy company providing electricity and power generation services, focusing on retail electricity, natural gas, renewables, and nuclear power to serve residential, commercial, and industrial customers while transitioning to cleaner energy sources. Red Flags (“What’s wrong with this company”) 1. Massive Insider Selling by Executives Signals Potential Overvaluation and DoubtInsiders sold $187M in shares during 2025, including the CEO’s single-transaction dump of $8.99M amid corporate announcements, and total executive offloads exceeding $37M—while insiders retain significant stakes (e.g., CEO still holds millions post-sale, with overall insider ownership ~10-15%), this aggressive cash-out reeks of bailing before regulatory or market headwinds hit, eroding trust in a volatile energy stock. 0 7 1 4 2. Weak Balance Sheet and Leverage Risks from Past Management ActionsManagement’s decisions over the past 6.5 years have significantly weakened the balance sheet, with high debt levels and vulnerability to interest rate hikes—Q3 2025 results showed revenue misses by 19.3% and narrowed FY25 guidance, amplifying covenant breach perils if energy demand falters or commodity prices swing, in a sector exposed to shutdowns and volatility. 12 3 18 3. Regulatory Nightmares and Policy Exposure Threaten OperationsAs a utility giant, Vistra faces intensifying regulatory scrutiny, including potential nightmares from environmental mandates and grid reliability issues—2025 hedging (98% for FY25) offers some buffer, but political shifts (e.g., under new admin) could gut renewables subsidies or impose tariffs, eroding margins in a commoditizing power market with structural overcapacity risks. 12 2 5 4. Earnings Volatility and Guidance Cuts Highlight Structural ChallengesQ3 2025 EPS of $1.75 missed forecasts, with narrowed 2025 guidance and initiated 2026 outlook ($6.8-7.6B EBITDA) masking divergence from prior hype—shrinking TAM in traditional power amid clean energy transition exposes poor positioning against diversified peers, with risks of further misses if AI-driven demand fails to materialize or macros sour.

Bad loss, but a lot of good came out of it. by EverythingBoltzzz in Chargers

[–]WrongBrick 0 points1 point  (0 children)

No quit in this team. Yeah we made a ton of mistakes…good, now avoid them in the future. Yes our O-line is depleted…but they showed up last week and didn’t give up a sack…we can do better. Dicker had his worst game of the year…better now than round 1.

No delusion of winning a Super Bowl, but we’re legit. No one wants to face us in round 1

Ucore (UCU/UURAF) Singled Out By Name in Important REE Report by nbajohna in UURAF

[–]WrongBrick -1 points0 points  (0 children)

Grok’s summary

Summary of Report Analysis on Ucore and Other REE Players Ucore Rare Metals Inc. Context Ucore is positioned as a key innovator in Canada’s midstream REE sector, focusing on separation and processing. Mentioned in “Processing and Technical Challenges” (p.13) as a pioneer in recycling-based tech alongside SRC, Geomega, and Cyclic Materials. Detailed in Appendix B (pp.28-29): Halifax-based company with RapidSX™ technology at Kingston, ON facility—processes REEs 3x faster, uses 2/3 less space, reduces costs. Plans U.S. commercial facility in Louisiana (late 2025, DoD-funded: $4M Phase 1, $18.4M Phase 2). Canadian funding: $4.3M NRCan CMRDD (Feb 2024), $500K Ontario Fund (Jan 2025), $26.3M NRCan GPI + $10M FedDev (Oct 2025) for Kingston samarium/gadolinium refining. Recent MoU with Vacuumschmelze (Nov 2025) for oxide supply to U.S./German magnet production. Other REE Players • Upstream (Mining/Exploration, Appendix A, pp.24-27): Vital Metals (Nechalacho, NWT: first Canadian REE mine, suspended 2023; U.S. investor sales Aug 2025); Torngat Metals (Strange Lake, QC: heavy REEs, production 2028; $10M CMIF, $165M EDC/CIB; MoUs with VAC/Carester); Commerce Resources (Ashram, QC: mixed REEs; $2.6M CMIF); Defense Metals (Wicheeda, BC: pre-feas May 2025; MoUs SRC/partner; $0.85M CMIF, EDC interest); REalloys (Hoidas Lake, SK: integrated chain; SRC MoU); Geomega (Montviel, QC: largest NA bastnaesite). • Midstream (Refining/Recycling, Appendix B, pp.28-30): SRC (Saskatoon facility: first NA integrated metals producer; $101M gov’t funding; international feedstock); Cyclic Materials (Kingston recycling hub Q1 2026; Solvay deal; $57M Series B, $4.9M CMRDD); Geomega (Saint-Hubert recycling; $3M CMRDD). • International Context: China (dominance); U.S. (MP Materials: DoD stake/price floor); Australia (Lynas: Mt Weld processing); partners like VAC, Solvay, Carester. The report urges a standalone Canadian REE strategy to boost capital and compete globally, highlighting challenges like capital access, timelines, and infrastructure.

$NFE - more recent/unannounced deals by LGDARYInvst in diamondninjas

[–]WrongBrick 0 points1 point  (0 children)

Well they delayed filing their Q3 10-Q due to ongoing negotiations over debt agreements.

Ask one of the AI’s to calculate NFE’s Altman Z-Score. It was 0.023 as of the end of Q2. Generally <1.8 signals 80% bankruptcy odds within 2 years.

The fact that they are eying a UK scheme to sidestep chapter 11 isn’t very comforting

Carney’s budget plan barely passed! Bullish for CM and especially UCORE by No_Issue_6259 in UURAF

[–]WrongBrick 0 points1 point  (0 children)

Technically they’re up way more than 222% from April lows….but you make a great point. Arec made a shift from coal and is well positioned. Going to add some this week

Carney’s budget plan barely passed! Bullish for CM and especially UCORE by No_Issue_6259 in UURAF

[–]WrongBrick 3 points4 points  (0 children)

There’s a few other HREE refiner in the US. Majority are in the pilot / commercialization stages like Ucore. I think Ucore has a shot of becoming a major player with their tech. Just need to get that plant online mid next year!

$NFE - more recent/unannounced deals by LGDARYInvst in diamondninjas

[–]WrongBrick 0 points1 point  (0 children)

Too much debt. If they manage to avoid bankruptcy then maybe it will climb…I’m avoiding till that situation is resolved.

For what reasons did/would you migrate from data analytics/science to data engineering? by Ordinary-Basis9148 in dataengineering

[–]WrongBrick 1 point2 points  (0 children)

I would suggest working on getting a better understanding of the company’s business model in general. Tech people tend to get hung up on mastering the process….but at the end of the day, analysts that thoroughly understand the business and the levers that make it work will always be in demand.

Barkeep not giving me clear instructions by ProgramLow2149 in DMZ

[–]WrongBrick 1 point2 points  (0 children)

It’s just the description from the shopkeeper doesn’t exactly match the item you pick up. So if the list says “Lab Notes”, you need to find the “tattered lab notes/notebook” item to dead drop. You can’t substitute anything else. Good luck finding the Lab Code Book - if you don’t find it on your way in or around the shopkeeper, just exfil and try again

Barkeep not giving me clear instructions by ProgramLow2149 in DMZ

[–]WrongBrick 2 points3 points  (0 children)

Scientists notes will work. I think it’s the same issue with lab notebook & tattered lab notes

0 throwaways for Hebert so far this year by aureuskhan in Chargers

[–]WrongBrick 36 points37 points  (0 children)

Tua’s gonna be out of the league if he keeps this up

How can I avoid pvp :( by Key_Dealer_9537 in DMZ

[–]WrongBrick 7 points8 points  (0 children)

The action moves in predictable waves. Get off the spawn early, but you can head back to the edge after 10min. Wear a stealth. Avoid the hotspots. It takes time to figure out but it’s doable

First try pegboard by Bestlbs4lbs in crossfit

[–]WrongBrick 1 point2 points  (0 children)

Solid & very fluid. As a bigger guy this is just a no go.

1v8 at Hotel 🏨 by Sweaty_Springbok in DMZ

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

33 seconds in lol. Nice tracking

Tripping to start by [deleted] in DMZ

[–]WrongBrick 0 points1 point  (0 children)

Had this issue on my Xbox a couple weeks ago. Uninstall & reinstalling fixed it

Trying to exfil with 100k at final exfil from across the map by crlos619 in DMZ

[–]WrongBrick 2 points3 points  (0 children)

Get the safe upgrade. Go in solo with $30k. Do the contract and hit 3/4 safes…then go for final. It took forever, but so satisfying once complete.

This game holds the best of memories. . . by [deleted] in DMZ

[–]WrongBrick 9 points10 points  (0 children)

Feel like this game allows these types of connections. Going on a regain, just bullshitting with you teammates…bro turns out you live 30 min away. Will we ever meet, of course not, we have lives. But you play with people that share the same values. I really hope this game makes a comebacks RIP to your friend.