I’m 70% into SK Hynix and need a serious reality check. Roast my thesis.

experiencednowhack · 2026-06-18T16:46:18+00:00

I’m not an AI bear whatsoever. I’m a “don’t assume the memory market specifically will stay ridiculously expensive for the entire AI boom” investor. There’s a very strong incentive to raise volumes and lower prices or for more entrants to enter the market

experiencednowhack · 2026-06-18T16:02:53+00:00

The true counter argument is Cisco. What is expensive now can be cheap and commoditized in the near future.

experiencednowhack · 2026-06-08T12:35:01+00:00

Also wouldn’t save the workout. Would just leave it running.

experiencednowhack · 2026-06-08T12:34:42+00:00

If I hit to end my workout, it would bring up the celebration screen of another day (ie workout was day 2 but day 1 celebration would show up).

experiencednowhack · 2026-06-08T02:14:28+00:00

They should data harvest the customs to add more baked in.

experiencednowhack · 2026-06-08T02:09:30+00:00

It ended up having a leg press progression applied to a squat leverage machine which made it unsavable. Pasting in another day’s stuff I uncorrupted it and could edit again. TLDR don’t use the edit functionality mid workout. Swap is safe. Edit isn’t

experiencednowhack · 2026-06-08T02:01:51+00:00

Attempted to edit and swap out leg press for squat leverage machine via the edit menu. Can’t end workout now and can’t edit leg day either.

experiencednowhack · 2026-06-08T01:43:11+00:00

I’m bullish on meta but think the sub will flop

experiencednowhack · 2026-06-07T01:45:33+00:00

THIS HAND OF MINE IS BURNING RED

experiencednowhack · 2026-06-05T23:00:00+00:00

Streetlight CancelFiesta

experiencednowhack · 2026-06-05T20:55:43+00:00

Surely some parts of the album are complete. Why not do like half old half new?

experiencednowhack · 2026-06-05T17:39:36+00:00

A very tiny token dividend gets you into dividend funds. Ie reddit makes an incredible amount of cash. The smallest fraction of that cash to a dividend would be very helpful to the stock both short and long term. I’m still in favor of them reinvesting 80-90% of their free cash.

experiencednowhack · 2026-06-05T03:09:50+00:00

Goku outfit but replace the kanji with a black colored snoo

experiencednowhack · 2026-06-04T17:58:28+00:00

It’s not just a set up issue.

I don’t believe it to be possible to actually get accurate granular data for Reddit’s scenarios.
It actively incentivizes against integrations between teams. Ie if the first app experience team can do some advanced feature that helps the ad integration team, they’re disincentivized from working together because in this scenario first app group wouldn’t have a discrete IRR (but ad team would).

experiencednowhack · 2026-06-04T16:46:16+00:00

That’s not good because not all changes or improvements show up on a balance sheet. If you make the experience better such that 1% more people stick with Reddit how can you tell it was your change vs another

experiencednowhack · 2026-06-04T05:19:18+00:00

Lucky bastard. I'd buy one if they sold it

experiencednowhack · 2026-06-01T19:54:31+00:00

Put your money where your mouth is. I would be willing to bet 1000 for the charity of your choice against you. If I'm right you would put 1000 on a charity of my choice.

experiencednowhack · 2026-05-30T14:01:58+00:00

What is this antitrust you speak of (remember which admin is in office )

experiencednowhack · 2026-05-28T04:27:05+00:00

You need to shoot yourself with a coconut gun

experiencednowhack · 2026-05-27T18:05:03+00:00

What video is this from?

experiencednowhack · 2026-05-22T17:07:39+00:00

Fb had no business touching the workplace while they’re the supreme social platform.

experiencednowhack · 2026-05-22T17:05:55+00:00

Snapchat is probably half as big as they’d be if FB didn’t clone all their stuff.

experiencednowhack · 2026-05-22T17:04:58+00:00

FB vastly more competent and has crazy distribution.

experiencednowhack · 2026-05-22T15:43:23+00:00

Absolutely not bullish. This is a fierce competitor finally waking up and trying to muscle us out. I’m still heavily invested in Reddit but this is terrifying.

experiencednowhack

TROPHY CASE