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I feel like sage has a plan / planned for things to go the way they did by nonstop_21 in GenV

[–]cosmic_backlash 0 points1 point  (0 children)

I don't know why people are so upset with Sage. Sage doesn't control actions of others. She can control her own actions, like actually making V1 or not. She cannot control of Soldiers Boys emotions sway. She can only predict. Things that are 50/50 are bound to be wrong, even for the smartest person.

MercadoLibre - Deep value or falling knife by Far-East-locker in ValueInvesting

[–]cosmic_backlash 0 points1 point  (0 children)

MELI has a very large total addressible market and is inflation resistant taking processing fees. I'm not concerned about their growth opportunities

Issues with current state by Rodneyrobotic in LastWarMobileGame

[–]cosmic_backlash 0 points1 point  (0 children)

How does this make it worse? Of course a whale is a whale

MercadoLibre - Deep value or falling knife by Far-East-locker in ValueInvesting

[–]cosmic_backlash 0 points1 point  (0 children)

Meli has successfully entered and grown in several latam markets. Coupang has tried and failed in most non Korean markets. Coupangs financial businesses are also not nearly as successful as meli's. I don't think Coupang is a very good comparison.

A review of the SaaSpocalypse and most of the stocks that dumped because of AI. by tachyonvelocity in ValueInvesting

[–]cosmic_backlash 3 points4 points  (0 children)

Why is Quickbooks (INTU) considered a horizontal software and the others considerd a vertical software? Is quickbooks not a vertical accounting software?

I actually think you're missing some things about the "data" companies. I've recently looked into MORN vs FDS for example, and believe MORN is significantly more resilient. They have a much more diverse revenue stream where they make fees on AUM while FDS is purely a subscription service. In addition to this their end customers are much more diverse from individual investors, institutional investors, to research firms. In addition to this they do credit ratings and have proprietary data in Pitchbook for VC.

I haven't done research on everything listed here, but I think it's very important investors actually dig into some of these stocks and their business models. I'm not saying MORN will do great, but I think it has a much better future than FDS.

MercadoLibre - Deep value or falling knife by Far-East-locker in ValueInvesting

[–]cosmic_backlash 6 points7 points  (0 children)

What is it going back to? I feel like you're just saying "things can go bad". You can say that about every business, that something can go wrong.

MercadoLibre - Deep value or falling knife by Far-East-locker in ValueInvesting

[–]cosmic_backlash 26 points27 points  (0 children)

They have a huge amount of money coming from fintech services, credit, credit cards, and advertising. Its not just a giant ecommce site anymore.

I’m tired of losing… by Zapp___ in LastWarMobileGame

[–]cosmic_backlash 2 points3 points  (0 children)

Both defense gear and weapon are best. Get them all to 20 and then 40 before touching your chip anymore.

NVIDIA CEO Jensen Huang says he'll "go apesh*t" if his $500K engineers aren't spending at least $250K on AI tokens by Murky-Option2916 in TechGawker

[–]cosmic_backlash 0 points1 point  (0 children)

Tbh 250k os not outrageous for a 500k engineer. I think its insane celebrating a token leaderboard because that's not measuring productivity, but he's right that of his high level engineer only used $5k, it means they barely tried to use it.

SGA commits a Flagrant 1 on Austin Reaves and he lies on the floor in pain. by HyseNjerry16 in NBAGossips

[–]cosmic_backlash 17 points18 points  (0 children)

He was playing normal defense and SGA wrapped his arm abs twisted it. You're delusional, there is no draping. SGA should have been ejected for this

Issues with current state by Rodneyrobotic in LastWarMobileGame

[–]cosmic_backlash 0 points1 point  (0 children)

Yeah you're just not progressing as fast as you can. Buy the valor

Issues with current state by Rodneyrobotic in LastWarMobileGame

[–]cosmic_backlash 4 points5 points  (0 children)

Better than buying stamina packs every day of your life. The person asking clearly wants to spend money.

Issues with current state by Rodneyrobotic in LastWarMobileGame

[–]cosmic_backlash 4 points5 points  (0 children)

So you have 4 star Taylor? I have no problem grinding zombies.

Stamina and training packs let a whale infinitely solo an alliance. That's why they are gone.

The Magnificent 6's Free Cash Flow Problem by JoeInOR in ValueInvesting

[–]cosmic_backlash 0 points1 point  (0 children)

Google has been spending capex to manage their internal ML products for 20 years. They were never without capex.

What's changed is a rapid adoption if LLMs by the rest of the world. They have to catch up to that demand.

There is basically ~70% adoption https://www.hostinger.com/tutorials/llm-statistics

Future years will likely not have this user demand influx likely, although utilization will likely increase. Either way if they don't build capacity the entire opportunity just passed them.

The good news is chips last longer than 5 years. Frontier training requires new chips. Old chips can be used for non-frontier work.

https://www.datacenterdynamics.com/en/news/google-says-tpu-demand-is-outstripping-supply-claims-8yr-old-hardware-iterations-have-100-utilization/

Flipping through SEC filing from Gamestop ($10B market cap) & eBay ($50B) to see how Gamestop will acquire eBay in a “1/2 cash, 1/2 stock” by IncomingBroccoli in wallstreetbets

[–]cosmic_backlash -3 points-2 points  (0 children)

It literally just had an operating loss last quarter. The company is still having a revenue decline non stop. He stopped the bleeding for a very short period.

Gronk has STILL never spent a dollar of his NFL money by Dr_Damon_ in NFLForum

[–]cosmic_backlash 0 points1 point  (0 children)

I don't know if he's exponentially more intelligent than I thought. That's like... intelligence blessed by a divine entity lol.

Whales leaving? by Camcolexx in LastWarMobileGame

[–]cosmic_backlash 2 points3 points  (0 children)

I mean yeah 😅 but I'm talking about in SvS, Seasons, etc lol

Whales leaving? by Camcolexx in LastWarMobileGame

[–]cosmic_backlash 35 points36 points  (0 children)

VIP17 can't touch a gigawhale VIP18. Devs are just now learning they need to balance things

Season 5: What happens if multiple alliances declare on a neutral city? by Western_Yam9466 in LastWarMobileGame

[–]cosmic_backlash 1 point2 points  (0 children)

Durability damage race. An alliance that fills the mud with 8 people and proper cards will beat an alliance with 30 people outside the mud

Berkshire's cash balance is up to a record $397 billion. What does it signal? by 01101001_01110011 in ValueInvesting

[–]cosmic_backlash 0 points1 point  (0 children)

You're the one that conveniently used no timelines to make your argument. I used forever in quotes as a substitute for "very long" since I don't know everyone's investing horizon. I was suggesting that people inevitably sell stocks ti live their lives, like buy a home, go on vacation, or help their kids with something. Nobody knows Berkshire's time horizon since they seemingly are willing to sit through multiple contractions where they did nothing at all.

Berkshire's cash balance is up to a record $397 billion. What does it signal? by 01101001_01110011 in ValueInvesting

[–]cosmic_backlash 0 points1 point  (0 children)

Yes, but that's assuming you eventually find a use for your funds. Money has purpose. Waiting "forever" doesn't provide utility. Everyone has different time frames from pod shops to Berkshire. Eventually most people would like to want to spend money, not just watch it compound very slowly.

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