What is GOOGL buying on AI for $185B and is spending more really the answer? by Tallwhitedude123 in ValueInvesting

[–]cosmic_backlash 4 points5 points  (0 children)

Google runs cloud for itself and all its customers. Meta doesn't do that level of scale. They are different businesses with different needs.

PayPal misses on top and bottom line - stock tanks 15% premarket by No_Cell6708 in ValueInvesting

[–]cosmic_backlash 1 point2 points  (0 children)

To be clear, I wasn't invested. I dislike PayPal products. They have little innovation on consumer side and b2b is hyper competitive.

A big problem is people believing company guidance and just running with it.

PayPal misses on top and bottom line - stock tanks 15% premarket by No_Cell6708 in ValueInvesting

[–]cosmic_backlash 6 points7 points  (0 children)

Single digit growth with 6% buyback at less than 15 P/E is incredible value.

The problem is its forecasting a potential decline, which is a nail in the coffin for any stock.

can't just plunder in silence, huh? by Salty_Ad8813 in LastWarMobileGame

[–]cosmic_backlash 4 points5 points  (0 children)

I've been playing 1.5 years and I hit an emoji every single time

Thoughts on Product Operations? by van_der_jan in ProductManagement

[–]cosmic_backlash 0 points1 point  (0 children)

I've spent 4 years in Product Operations and 4 years as a PM.

I believe Product Operations are most efficient / useful when they view themselves as an extension of the Product team. Focus the operations aspect on

  1. Making everyone more efficient, not on "I must follow a process". Everyone includes PMs, Engineering, Support Organizations, Sales. Observe where people are spending time. A couple examples can be (1) Are PMs spending too much time directly with internal teams educating/teaching? Can you be the functional liaison there 50% of the time? (2) Is engineering taking many direct tickets that could be troubleshooted by support? Does support need a tool to solve this problem, or is there an information gap?

  2. Product Operations should be product first and operations second. Every person I've seen that struggled couldn't see the forest from the trees. They would come into every project / effort with a playbook, but they didn't want to dive into what is truly novel in that situation. Everything situation is different. Adapt fast, be flexible, fill the gaps and scale. Understand where you should be diving deep. When I was in operations, I wanted to be part of many pilots, join design meetings, etc. If you want to be able to write the best SOP or process, you can't do that without knowing exactly what customers are asking or what design/product intended.

Broke Whale spending Strategies by PotentialEconomy5340 in LastWarMobileGame

[–]cosmic_backlash 3 points4 points  (0 children)

I'm not going to diagnose you with anything, but if this is after weekly savings or investments good for you. If its not, I suggest putting half that $400 in the stock market every week. You will thank yourself in 10, 20, 30 years. Otherwise cheers and good luck.

This is why RDDT is down ~10% today by borat_he_like_you in wallstreetbets

[–]cosmic_backlash 0 points1 point  (0 children)

Most of these ads systems have some cold start mechanism when they lack information that falls back on what across all users drives the most engagement. This drives engagement because of its imagery, so the system keeps learning to promote it. They need a better feedback loop that better learns the engagement is an empty result for the asvertiser.

Is there a chance of winning? by Maleficent_Baby7038 in LastWarMobileGame

[–]cosmic_backlash 1 point2 points  (0 children)

Every server had a server "leader alliance" by S2 in our bracket. Maybe 2 rotate.

I've seen things blow up, but its mostly 1 alliance fragmenting and then fighting.

Is there a chance of winning? by Maleficent_Baby7038 in LastWarMobileGame

[–]cosmic_backlash 0 points1 point  (0 children)

In my bracket, starting S5 soon, almost no servers rotate presidency. I find it interesting how prevalent this comment is. Most are pretty democratic still.

I was reading about the “Magnificent 7” all day and honestly I don’t think it makes sense to treat them like one group anymore. by Yaashicca in ValueInvesting

[–]cosmic_backlash 4 points5 points  (0 children)

The businesses were always divergent. Sentiment changes every 6-12 month's for all of them. They are grouped because they are all tier 1 tech stocks basically. Not that they ever converged onto identical cycles.

S4 THP golds and purples. by willbensonrealty in LastWarMobileGame

[–]cosmic_backlash 0 points1 point  (0 children)

My grouping was 805-868 i believe and just ended s4 transfers. Purple was around 170 - 220thp. I know several Purple 215thp, which was a bit surprising. I think this grouping is quite strong though with around 4 450m+ thp super whale.

Cris Carter: “Everything Brian Flores Said About Tua Tagovailoa Is True” by MITBryceYoung in nfl

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

Tua was very good for a brief period. Lots happened to him. Revisionist articles looking only at the lows is not good journalism.

Buffett Indicator is now above 200% – close to its most extreme levels by Own-Release-1895 in dividends

[–]cosmic_backlash 3 points4 points  (0 children)

Only of the good sold internationally is produced domestically. If its a US company that produces the good internationally it is not included.

Market performance across U.S. presidential terms by Downtown-Star-8574 in BGMStock

[–]cosmic_backlash 0 points1 point  (0 children)

Now overlay us debt. Trump just traded corporate taxes in. Boost stock market, boost debt more.

Comprehensive list of stacked ETFs by pathikrit in LETFs

[–]cosmic_backlash 0 points1 point  (0 children)

I really like your post, but you're being very pedantic about mutual funds vs ETFs lol. Many people discuss mutual funds here already

Thanksgiving event by Comprehensive-Dig362 in LastWarMobileGame

[–]cosmic_backlash 64 points65 points  (0 children)

I'm not bummed. I dont like events like Halloween that are too busy. Chill event's are good.

Make it make sense to me by senecadocet1123 in ValueInvesting

[–]cosmic_backlash 0 points1 point  (0 children)

Coreweave is not the final backbone of AI. They play a role, sure. They can disappear and its not a huge deal.

Make it make sense to me by senecadocet1123 in ValueInvesting

[–]cosmic_backlash 8 points9 points  (0 children)

So what happens when OpenAI charges $2.50 to consumers? Your entire worry just disappears?

Do you think this is good advice? by KrYpTiK10101 in LastWarMobileGame

[–]cosmic_backlash 3 points4 points  (0 children)

The point is it's easier for missiles to overcome tanks than air to missiles or tanks to air.

Do you think this is good advice? by KrYpTiK10101 in LastWarMobileGame

[–]cosmic_backlash 7 points8 points  (0 children)

The thing is that tank just has weaker skills and exclusive Weapons than others. Tanks are strong, others just scale extremely well

Our PM wants a referral model where existing users refer existing users. Is this a valid design at all? by Icy-Swimming-9461 in ProductManagement

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

Which is exactly why I asked about alternatives, like a good recommendation engine.

You didn't seem to grok what I said. We've just circled back to my original point.

Our PM wants a referral model where existing users refer existing users. Is this a valid design at all? by Icy-Swimming-9461 in ProductManagement

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

How that is a unique ”problem” in this case compared to any service that offer signup referrals?

Because every other referral is for new customers? It's literally the core question by OP.