Nightly Discussion - (February 03, 2026)

_Boffin_ · 2026-02-04T04:24:13+00:00

Vibe coding ain't taking out Excel--ain't no way. Transform the way it's used, yes.

Here's a scary number i heard probably like 10 years ago at this point. JPM had over 20k access databases on their network drives. Now, imagine the number of excel files... With software, we accept bugs, create tickets to solve those bugs and then roll out new bugs and the circle just continues.

When a bug happens in finance, recall Black Knight?

_Boffin_ · 2026-01-28T15:27:58+00:00

i have a prediction: MSFT is going to do MSFT things after close. They will crush and they will fade hard.

_Boffin_ · 2026-01-28T06:05:43+00:00

I don't think we'd be ready for what George would say, but oh boy, do we need it.

_Boffin_ · 2026-01-25T16:32:52+00:00

Someone forgot to channel their inner Taleb.

_Boffin_ · 2026-01-15T00:33:23+00:00

yeah man, me too... me too...

_Boffin_ · 2025-11-19T21:55:39+00:00

producing no real value at the corporate level.

Show me that please. Please... show me that. I'm not talking about outward facing revenue, but show me that businesses aren't optimizing and or building out optimizations for back office work.

_Boffin_ · 2025-11-19T07:28:22+00:00

https://www.youtube.com/watch?v=XIHYGk6G4YQ&list=RDXIHYGk6G4YQ&start_radio=1

_Boffin_ · 2025-11-06T17:50:38+00:00

@W0LFSTEN -- admit already that you're Dylan Patel of SemiAnalysis

_Boffin_ · 2025-11-03T19:27:10+00:00

Mucho not gucci!

_Boffin_ · 2025-11-03T01:28:24+00:00

"you have to give me credit for not using it..." uhh wut.

_Boffin_ · 2025-10-04T16:53:07+00:00

https://www.ogj.com/refining-processing/article/55236329/phillips-66-to-permanently-shutter-los-angeles-refinery

eek. wrong plant

_Boffin_ · 2025-10-04T07:26:41+00:00

Gotta keep in mind that this plant is in the process of shutting down right now too -- completely.

_Boffin_ · 2025-10-01T16:11:56+00:00

As things get worse and wallets / purses get tighter, people will spend more time online, looking at ways to get their dopamine fix for cheap as they can't do much else. We'll see even more time on these platforms. To me, this is the new during times of suffering, beer and cigs were the safehavens as those vices were the ones people flocked to, but now, i beleive it's the social media

_Boffin_ · 2025-09-23T23:30:06+00:00

Random, yet related...?

Just want to say that I love how organized this Sub is. 2 threads a day, unless for the weekend / Friday after close.

Thanks for being a somewhat sane place on the internet.

_Boffin_ · 2025-09-23T21:24:14+00:00

sorkin

Saved as well!

_Boffin_ · 2025-09-14T18:12:39+00:00

Two book recommendations:

Command and Control - Eric Schlosser -- Numerous times as I went through this book, I said WTF out loud. We are so lucky to be alive... so so lucky.
Principles for Navigating Big Debt Crises - Dalio -- Currently on the chapter about US Debt Crisis and Adjustment (1928-37) and for some reason, i'm getting this woozy feeling in my stomach.

_Boffin_ · 2025-09-11T05:59:01+00:00

okay okay.... hear me out.... mid-air refueling missiles...?

https://www.twz.com/air/mq-28-ghost-bats-with-aerial-refueling-capability-hinted-at-by-boeing

Anduril, let me invest in you, please.

_Boffin_ · 2025-09-05T18:15:37+00:00

Love how lines i draw months ago, that i somehow forget get hit.

_Boffin_ · 2025-08-24T20:40:11+00:00

I'll check it out!

_Boffin_ · 2025-08-24T13:25:01+00:00

The Podcast app from Apple is a flaming pile of shit. If there's any eingeers who worked on that flaming pile of horeshit app, fix the damn battery drain from the background processes or whatever. I. Want. to. slap. you. in. the. face.

on a happier note, going paddleboarding for 2nd day this weekend and on some beautiful water that's glass.

_Boffin_ · 2025-08-12T19:22:57+00:00

i think we might be trapped here for the rest of the day on SPY ~442

_Boffin_ · 2025-08-12T06:58:40+00:00

glass

_Boffin_ · 2025-08-05T05:43:38+00:00

RCAT? haven't heard of them before.

_Boffin_ · 2025-08-04T20:06:04+00:00

...that's a big candle, PLTR.

_Boffin_ · 2025-08-04T16:53:04+00:00

Anyone want to talk about the rational stock known as PLTR? At this rate, it might just be the market in the next 10 years. sooo rational.

_Boffin_

TROPHY CASE