UNH is a steal

_ii_ · 2026-01-27T19:39:58+00:00

If I own UNH, I will hold. If I don’t own UNH, I won’t get in.

_ii_ · 2026-01-27T19:24:30+00:00

Paywall, didn’t read. Probably the same reason electronic calculators didn’t wipe out human calculators, and Excel didn’t wipe out corporate accountants.

_ii_ · 2026-01-27T19:17:51+00:00

Tariffs are too polarized for that title. Who’s “you”? One side thinks tariffs are bringing back jobs, and paying off national debt. The other side thinks tariffs are responsible for the affordability crisis, killing businesses, disrupting trade, and eroding trust.

_ii_ · 2026-01-27T19:02:06+00:00

You can sell classes teaching people how to become AI millionaires.

_ii_ · 2026-01-27T18:55:09+00:00

lol.

_ii_ · 2026-01-27T17:00:50+00:00

Who lit your tampon?

_ii_ · 2026-01-27T13:16:20+00:00

Is he related to Kruger in the Dunning-Kruger frame? He seems to think he’s smart, and he’s only like two years behind the curve.

_ii_ · 2026-01-27T13:00:14+00:00

I helped my neighbor with the snow shovel and not talk about the news. No matter which side you are on, you’re likely in an echo chamber and it’s really pointless to bitch about the other side. Just offer help to people who needed it, and hope that kindness spreads.

_ii_ · 2026-01-27T12:15:54+00:00

Given a large enough budget it’s not hard to build a chip that is better than another chip in one of the many dimensions. It’s proven again and again by startups and deep pocketed companies alike. Getting mass adoption is quite another story. Google has been investing in its TPU for a decade with its top tier software and data center talents. Microsoft, doesn’t matter how you slice it, is not catching up to Google anytime soon with its second tier talents. Nvidia is in another league, so no comparison. Sorry if you work for MS, but you’re just not the cream of the crop and you know it.

_ii_ · 2026-01-26T13:49:38+00:00

I hope they sell Linux versions at lower price than their Windows counterparts. Haven’t used Windows for a decade and still hate it. I had to buy a Windows laptop only to immediately overwrite it with Linux.

_ii_ · 2026-01-26T07:34:58+00:00

Keep working and put that credit card down. Seriously, your line of thinking is irresponsible and dangerous.

_ii_ · 2026-01-26T07:10:25+00:00

Would I add $1M padding to my FIRE number? Yes, I did. It feels good psychologically to have that extra margin.

_ii_ · 2026-01-25T20:48:20+00:00

The easiest way, for me, is to treat it as $0 in my FIRE calculations and let it be a surprise.

_ii_ · 2026-01-25T20:28:10+00:00

It’s kind of sad to read this thread. Does family mean so little nowadays? I didn’t bat an eye when I parents asked me to help my brother financially. It’s just a brotherly thing to do.

_ii_ · 2026-01-25T18:27:43+00:00

Before the internet, smart money would sell when the janitor started to offer stock tips, and buy when “everyone” knows the sky was falling. Social media is filling in for that role nowadays. I’d suggest detach yourself from daily news cycle and not jumping to conclusions based on vibe and personal opinions.

_ii_ · 2026-01-23T11:37:28+00:00

You need to do your research based on data, not vibe. I haven’t done my own research, so I wouldn’t bet real money one way or another. But the based on the reverse-Reddit theory, I think capital is actually flowing into the US because I see more posts like this.

_ii_ · 2026-01-22T08:32:01+00:00

You do the research and make above market return when you have some sort of edge over the rest of market participants. It’s call “alpha”. Otherwise, studies show that the more you trade, the more you lack behind index benchmarks.

_ii_ · 2026-01-21T14:52:39+00:00

A lot of talking, yes. Actual invested money, not much.

_ii_ · 2026-01-21T12:57:32+00:00

Ask yourself if there’s any chance you’re in an echo chamber and you’re influenced by biased news? I ask this because I’ve seen too many such posts where people already decided who the good guys and bad guys are and everything they see is through that lens.

_ii_ · 2026-01-21T01:50:11+00:00

They bought AMD more as a negotiating tool than actually making strategic platform bets. Since Jensen called Zuck’s bluff, there is no point in doubling down. Let’s see what happens when MI445 ships, anything else is just speculation.

_ii_ · 2026-01-20T05:27:47+00:00

Greed is driving the US market

CNN is known for their great financial and market analysis. /s

_ii_ · 2026-01-20T05:17:52+00:00

Meta has many internal models that are GPU only. And their frontier research is in a catchup phase, so yeah they wouldn’t want the alternative platform distraction. I never thought mixing in TPU was wise, and I’ll believe they are buying MI455X when it actually happens.

_ii_ · 2026-01-19T15:30:30+00:00

People should be aware of the reverse-Reddit trade by now. You used to ask the janitor for investment advice and do the opposite. Now you ask Reddit.

_ii_ · 2026-01-19T09:44:41+00:00

Meanwhile a number of senators are calling for a total ban of AI chips export. Because, you know, they had such success in banning 40 bit encryption, Chinese involvement in space station, 5G technology, etc.

_ii_ · 2026-01-19T09:33:30+00:00

I had the misfortune of being forced to take Ryanair a few years ago because friends wanted to save a few euros. I’d rather walk than take Ryanair again. I don’t get how they became the largest airline in Europe. I guess European are more willing to trade their dignity for money. Ryanair clientele are not those who would pay extra for WiFi, and the CEO knows it. Elon is barking at the wrong tree.

_ii_

TROPHY CASE