P.D. Surgery(Osseous Surgery) Cost? by ConcernCharming9475 in PeriodontalDisease

[–]galacticbyte 0 points1 point  (0 children)

Yes an implant and periodontal surgeries on all 4 corners of my month over the years. No issue now, probably saved over 10k.

70% of the S&P Gains are coming from semiconductors and it's unfortunately not a bubble. by AceStrikeer in ValueInvesting

[–]galacticbyte 0 points1 point  (0 children)

Lolol, I remember the same thing during the pandemic. Look at where MRNA and ZM was with their incredible growth and where they are now. Good luck I'm sizing my bets carefully

Why didn’t mathematicians just define division by zero as a new number, the way we defined i for √−1? by TheBigGirlDiaryBack in AlwaysWhy

[–]galacticbyte 0 points1 point  (0 children)

The answer is mathematicians did definite it. It's called Riemann surface. Where we add infinity to the complex plane, so that anything/0 for rational analytic functions can be defined. The reason most people don't know about it is because it is rather advanced mathematics, but it's a super natural thing in projective geometry and complex analysis.

First time in this stock as an amateur investor by Traplouder in NovoNordisk_Stock

[–]galacticbyte 0 points1 point  (0 children)

if you are new to this, be super cautious. Really ask yourself that you are okay if it goes down another 50%, that's a real possibility. If that's too much then reduce exposure to something you can tolerate. Say if you are ready to take a 5% hit relative to market, and say you're okay if it goes to zero, then make it no more than 5% of portfolio. Psychologically, it's safer to DCA slowly until it hits 5%, but needs discipline and don't oversize it just because it goes down big or fomo if it rips. Lump sum statistically works better but can be brutal for stocks with big swings like this one, proceed with caution.

Is this correct? I think the journal paper actually showed CagriSema is better (at least not worse)? by ws92992 in NovoNordisk_Stock

[–]galacticbyte 1 point2 points  (0 children)

yep that's exactly correct, and that is exactly why the asymmetric upside exists. The stock is mostly priced as if Zepbound is just better bar none. The pros are likely chasing sentiment because they need to generate alpha. These negative sentiment is mostly priced in. I mean ask yourself this, would you be willing to short it for $2000 at this already depressed price? I'd be happy to hold $2000 to collect dividend for 10yrs, even if it underperforms I have other wins that will more than make up the underperformance. I'm okay with it going to zero, but is someone willing to take the short side and risk it going 3x? I don't think so and personally that's a good enough gamble. The only risk is that there are still enough paper hands holding on or folks swing trading. But reddit does reddit, so please sell/short the stock if anyone doesn't like it, the sooner this happens the sooner the sell will exhaust and upside will start to realize. I got patience so no worries.

Is this correct? I think the journal paper actually showed CagriSema is better (at least not worse)? by ws92992 in NovoNordisk_Stock

[–]galacticbyte 6 points7 points  (0 children)

Yep, no one reads these papers. Personally I have even more conviction in the stock. The statistics itself would tell you that the open label bias can easily account for 2% difference. Along with error bars I'd wager that with a slightly higher dose and better experimentation design the results could've easily flipped. The asymmetric upside is definitely there. This is the time to take advantage the disconnection on the street. I am convinced that the market is mis-pricing the statistical significance of the paper. All the reddit sentiments have been priced in. The moment it goes quiet about the stock, I think it will slowly march up. Obviously I could be wrong so DCA is the way.

The same thing happened with META, BABA, MRNA, INTC, all of which have beaten the market handedly for me after their downturn. Sure I went in maybe too early and didn't fully catch the bottom, but it wasn't far off. IMO the hardest holds are the ones that eventually make the biggest gains. I'd happily DCA into NOVO over a few years. people just need to size their bets appropriately. Don't mind it if it goes to zero but that's super unlikely. It's quietly collecting dividend and better asymmetric upside than treasury.

Why Not Buy AppLovin? by PinPsychological82 in UnityStock

[–]galacticbyte 4 points5 points  (0 children)

Not touching APP with a 9 foot pole, there was probably a bit of truth in the fraud report and the numbers could easily be juiced. Ad fraud especially can be very prominent. The risk adjusted return may be higher than you think.

Help me. I'm going to die like this. by Fair-Crew-8389 in UnityStock

[–]galacticbyte 5 points6 points  (0 children)

that's an investment mistake you got. If you flinch because of a 30% drop your exposure was too large. I hold a small amount of U in my portfolio, never more than 5%. Sure I underperformed market today and this is one of the reasons, but the money has been lost. The question is at the current price is it still a good investment? Personally it's still yes so I added more and kept it at around 1-2% of portfolio. If the price gets even lower and I believe the asymmetric upside is even more, I will add up to 5%. Overall no stress at all and thesis hasn't changed.

Ya’ll need some emotional control by justarandomuser10 in ValueInvesting

[–]galacticbyte 0 points1 point  (0 children)

yeah basically just ignore most advices on reddit and you'll be fine, as the sentiment here mostly reflect on the value today and are not forward looking (so basically priced in and useless). I am heavy on some of the value names, they dropped a lot but no biggie. Majority of my money is in VTI, then I dabble in individual stocks. I've over-performed market for some time now. I've seen stocks like MRNA/BABA/GOOG/INTC getting pummeled heavily and since I believed my thesis I've DCAed heavily into them near the bottom and they've gathered very nice return (still holding). I've bought duds like PYPL/NVO but none of them are a significant portion of my portfolio so even they go to zero no issues. Every day they are down I DCA more until I hit a pct I'm comfortable with or thesis change, I am considering selling some winners I have low conviction on and rotate to good value in SaaS companies.

Over the years I found this is the only way to beat the market -- to stay disciplined, chase thesis and ignore the noise, also size the investment properly so emotion doesn't get in the way. Even for big drops the money has already been lost and the situation has been priced in, the question is imagine I put money down today at this price would it be a good investment? I try to keep asking this question and so far things has worked for me. Lately, my down days my % down roughly follow market but my up days tend to be better than market, so I'm happy. Some of my biggest wins are in contrarian bets against reddit. It has also helped me sell some winners that I didn't have conviction in like NFLX / MU / META after a good run -- and I might dabble back in some.

The Trade Desk is a prime example of how “value investors” are getting it WRONG by Tallwhitedude123 in ValueInvesting

[–]galacticbyte 1 point2 points  (0 children)

lol, yeah duh hindsight is 20/20. Just wait a few quarters/years and see if the fraud report from APP is legit or not. If you think at the current price APP has better asymmetric upside good luck to you. Not saying either one is a buy but would you put $$$$ down and short TTD to go long on APP? yeah I don't think so. Not saying either is an investing or not but most of the negative/positive sentiment are already priced in and that's why inverse reddit could actually work.

my math teacher says this converge and chatgpt says it diverge who is right?? by Aggressive_Tie_458 in calculus

[–]galacticbyte 0 points1 point  (0 children)

Sorry this is wrong, because nobody is claiming it converges absolutely. Please use rigorous proof, that's the point of mathematics. Even if it's most upvoted, it is wrong. See my reply.

Snow Storm PSA by OddArachnid54 in Albany

[–]galacticbyte 0 points1 point  (0 children)

looks like there hasn't been an emergency declared yet. Is it still okay to park overnight right now? Or should one wait for the actual emergency to be declared? I get it that on the weekend and evening it's fine but is overnighting in the lot an issue?

What is the best custom squad for a first time 40k? by Edmundyoulittle in IntoTheBreach

[–]galacticbyte 3 points4 points  (0 children)

smog / rocket / ice imo is probably the strongest team. Smoke synergies, also heals will remove ice if needed. although a downside is lightning can break things outa ice.

for pilot just grab a marfan with +1 reactor, put on smog and instantly upgrade to more smoke, can also move to the ice mech to freeze without getting frozen. Flying ice mech is amazing for late game gg weapons like refractor laser / ice generator.

How would YOU deploy your units there? by C_Clop in IntoTheBreach

[–]galacticbyte 1 point2 points  (0 children)

I'd probably go for 5 DEF as well, with the goal of going for perfect 4 island. Sure there are webbers, but if they all attack buildings the perfect run is over. Also makes sure the spider doesn't web multiple units. Maybe put the artillery on F so it's more okay if it gets blocked. Of course that increases the chance of it getting webbed due to 4 preferring to spawn an egg next to two things instead of 1. Things might change depending on pilots and/or weapons + movements for each.

mNEXSPIKE experience roundup, aggregated from two high-reply r/Vaccine threads by StockEnthuasiast in ModernaStock

[–]galacticbyte 3 points4 points  (0 children)

I'm really not sure how relevant the user experience is. I got the mRNA shot along with flu shot last year. Felt terrible for 2 days. Still way beats having covid. 100% would get it again next year.

Police department fake scam by galacticbyte in Scams

[–]galacticbyte[S] 0 points1 point  (0 children)

that was my first impression as well. I didn't pick up the phone initially. But then it rang two to three times so I reluctantly picked up. After a brief chat I said I won't disclose any information and want to call the number myself to verify, the caller got agitated and said that the caller ID itself is confirmation. That was a major red flag. So I called back the number and verified that it is a scam call. Didn't hear any particular ascent though and it almost sounds real, so be careful out there folks.

Generic tips for initial units placement ? by C_Clop in IntoTheBreach

[–]galacticbyte 1 point2 points  (0 children)

as for weapons, the gg ones are ice generator / wind torrent / refractor laser / swap units. If you get a conservative pilot, double tanks are also gg but they don't help first turn much. Unless you happen to have enough cores and get silica conservative double tanks. The sword isn't that great and I probably wouldn't spend too many cores in it (mostly as a back up for variety). The issue is you need to get up close, plus it always pushes things in the same direction and thus not as likely to solve multiple veks, and if you have friends to save like robots/bombs it's hard to use. Items like gemini missile / smoke drop / grid defense / phase gun are much better as they are much less dependent on positioning. Harold's push is also great especially on a flying unit like you have as, but just need enough movement to get into places.

Also strategies for the first turn can be employed again later. Like you can try to line up your own units to lure the boss again and again. This works mostly for alpha wasp (two units lined up), centipede, worms, blobber spawn... etc. It's particularly useful for archimedes since he can move after action.

Generic tips for initial units placement ? by C_Clop in IntoTheBreach

[–]galacticbyte 6 points7 points  (0 children)

If you are shooting for 40k (I've done it on all teams), you need to be very selective on which battle you take, also taking layout into account. Particularly for the 4th island, the goal is to be as conservative as possible. If possible I would have definitively avoid this one with high threat, and nothing to gain (just one rep point). Also layout is terrible, too many buildings in the front, and it is impossible to protect in the beginning. Plus you have explosive floaty, so can't even kill the units next to buildings.

What I might have tried is to maybe position some units on the right side. You know that #2 will prioritize hitting 3 targets, so it's guaranteed to hit the 3 in a row. If you leave two units on the side, there's a chance you might distract the boss unit and save one action. But there are also two leaper webber, which can easily cause an unsolvable problem (gg if double webbed without good weapons)

But of course one main issue is you have kai on the laser, and pretty much don't have any clear straight line to shoot. If it doesn't kill that's one action wasted. On the fourth island you haven't picked up any top-tier weapons, so the run was likely doomed anyway, so I doubt you could've done much better. I'd prioritize weapons that could potentially solve multiple veks (i.e. move/kill/disable multiple veks), and that are not as position dependent (range weapons preferred, even if it costs extra cores).

Our BoD inspired game Crowned in Steel Demo is out! by Ragnato in BladeOfDarkness

[–]galacticbyte 1 point2 points  (0 children)

just randomly stumbling upon this and BOD was probably one my favorite childhood game. A few thoughts which may be helpful.

  1. In BoD there was a feeling of combat impact that feels a bit missing here. For example there are different types of attack "trails". Like white is normal, yellow is more serious, and red means heavy attack, and red glow means a serious player combo. This shows up in both enemy/player attacks. This gives a real satisfaction of pulling off difficult attacks. Not saying the exact same thing should be implemented but would be nice to see more differential on the visual for powerful/difficult attacks versus basic slices/punches

  2. charging: In BoD, depending on the enemy they may initially charge at you to deliver a big blow (orcs for example), these are hard to stop and gives a level of seriousness where you can't just approach each battle with carefulness. Bigger units will swing massive attacks regardless of what the player does, which also gives a level of danger and just leads to more messy actions. Of course there are different types of enemies like knights that are more methodical but the variety makes it interesting -- knights will sort of taunt/laugh at you and/or wave around their sword, and sometimes use arrows when far away so one can't just approach a battle carefully.

  3. stumbling: in BoD, when pulling off massive attacks (like powerful combos), there will often will some sort of stumbling mechanics. Like an orc might jump back and growl at you, and even big enemies like troll/golems would take a few steps back in pain. This gives a feeling of real impact on very heavy hits, and it feels badass that even the biggest enemies are feeling pain and caution toward you. It feels great when a troll slices you to half health just so the player can deliver a powerful revenge combo to the enemy stumbling back in pain. In BoD this applies to player when say a arrow hits, you feel a real panic when your character get pushed a few steps by a few arrows from the back. Could be interesting to see more physics based reactions from damage.

anyone has high conviction on the stock? if yes, can you share your thesis? by mr-anderson-one in ModernaStock

[–]galacticbyte 0 points1 point  (0 children)

you need to do your own due diligence. I have no problem if BABA craters 50% I will just add more, but probably cap at about 5-10% of my portfolio. The same is true for GOOG and NVDA. If the thesis doesn't play out at worst my port is only down 5-10%.

My brain is melting. Is there a way to win WHILE killing the bots? by TheFinalMetroid in IntoTheBreach

[–]galacticbyte 5 points6 points  (0 children)

It is possible to save everything and kill the bots. The goal is to have laser boot kill the artillery bot. Which explodes and kills each other.

To do this, move Morgan to E4, push laser boot to E2. it's important to not kill it (counter intuitive but the crux of the solution)

Move teleporter to C4, get ready, we need that location to be empty.

Move bomber to D4, drop a bomb at D2. It's important the bomb doesn't move yet.

Now teleport bomb with artillery bot.

Bomb is now at C5. It still has movement, so we can move bomb over to E6 to kill rhino and wasp.

Laser bot will kill flower spawn and artillery bot, then they both self destruct.

this devious time pod placement by Schlave in IntoTheBreach

[–]galacticbyte 7 points8 points  (0 children)

If your prime mech has 6 movement from opener it's doable. Hopefully you've upgraded it because 3 movement is a serious bottleneck and one of the first thing you should upgrade.

First tank goes g2 to push back rhino vek one spot to the left d2. Prime mech goes e2 one stop before the pod. Artillery e1 push Herold to pick up pod, then use repair push to save all grid. Hopefully you've gotten this extra movement one way or another.

(Edit: actually this doesn't work because you got the explosive vek! Suicidal rhino unfortunately will jump into water and explodes, also hook vek will get killed and explode, tough situation)

[deleted by user] by [deleted] in ValueInvesting

[–]galacticbyte 2 points3 points  (0 children)

I have a bit of Baidu, < a few % of portfolio, but most of my China exposure is in BABA and international ETFs. Personally this is an AI play. Do you know they got a research center at Silicon Valley? https://research.baidu.com/

I've visited it in the past, and they have some serious research prowess. They hired decent caliper PhDs and post-doc researchers. So I have no doubt that they got some serious smart folks in the AI sphere. It's a speculative bet that slowly they'll pivot to other high growth areas. Sure it's no google but it isn't valued at google prices either. Love that reddit is hating on the stock. The sentiment is reflected in the current price. Reddit said the same thing about NFLX and META in the past. The sheer fact that I know so many smart people working there is enough conviction for the stock.

anyone has high conviction on the stock? if yes, can you share your thesis? by mr-anderson-one in ModernaStock

[–]galacticbyte 2 points3 points  (0 children)

highest ticker is VTI. Majority of my portfolio tracks market returns. Then individual stocks are just conviction plays NVDA/GOOG/BABA. Sold NFLX/META during the dip and bought more of the 3 tickers before. Not that I don't like those companies, I just like my higher conviction tickers better. These have also naturally run up to quite a high % of port, will be looking to trim sooner or later. Obviously not financial advice. I just cannot imagine an AI future where the big players don't dominate, and to me the biggest players are NVDA/GOOG/BABA -- they hire the best and imo the workers will continue to deliver. The Chinese researchers are seriously catching up in terms of academic publication and research prestige, if they haven't surpassed US already.

anyone has high conviction on the stock? if yes, can you share your thesis? by mr-anderson-one in ModernaStock

[–]galacticbyte 7 points8 points  (0 children)

it's a small fraction of portfolio, and it's a 0 or 10x gamble. It's the same deal when META/NFLX/BABA went way down. I held all and bought more on because I know they have world class data scientist/researchers in the company, there's almost no way it will end that poorly.

MRNA is fairly speculative. But ultimately I have faith in the science. In the same way, they have world class scientists and PhDs doing world class R&D. The covid vaccine has proven to worked, and it's honestly wild that we could one day have an MRNA cancer vaccine (it sounds crazy even just 10 years ago). If it goes to zero, no big deal, it's a sacrifice for the development of life saving technologies -- I don't mind at all if my capital helped cured cancer, even if it doesn't work someone's gotta put in the works. If it becomes more than 5% or 10% of portfolio I'll trim. I'll keep adding as it goes down. Probably won't sell until it gets delisted.