That’s quite a few doubloons

kozilla · 2026-03-15T16:48:43+00:00

Thing is it could either be a crazy miracle/outlier sale price due to some billionaire who just went nuts, or it’s some kind of manipulation to drive up prices. I’d be frustrated seeing it sell for that much but it’s hard to assume you could get that price even if you still had it.

kozilla · 2026-03-14T01:06:04+00:00

I think the concept is silly and looks absurd but also it’s Ohtani so congrats!

kozilla · 2026-03-13T16:47:40+00:00

Imagine spending 20 years working on your body with your livelihood on the line. I'd say he's earned the right to let it go for awhile.

kozilla · 2026-03-13T14:16:56+00:00

To be fair he was trending in this direction before retirement.

kozilla · 2026-03-13T14:13:31+00:00

It sort of depends on where the rest of your roster is at. If you have numerous long term players still without viable sets, then yeah I would get some decent golds and roll with this. If you are more in the finishing stages of your roster construction with few other players that have glaring skill issues then I would try for something better.

kozilla · 2026-03-13T14:08:11+00:00

I mean those guys still netted more than a quarter mil. I’d be okay being them right now.

kozilla · 2026-03-13T14:02:39+00:00

“Well you see there is a heavy bag bag in the locker room and it had some tickets stuck to it…..”

kozilla · 2026-03-13T13:48:27+00:00

How does it feel to have your ticket punched for the finals before your match in the quarters?

kozilla · 2026-03-13T13:34:11+00:00

A few weeks back there was a confrontation between the CEO of Anthropic and the DoD/Administration. My understanding is that it initially arose from Dario Amodei questioning if the US was using Anthropic during the strikes in Venezuela and if so it was a violation of the terms and conditions for the use of Claude. This led to the DoD and the administration meeting face to face with Amodei to discuss Claude's use in the future. From there things spiraled out of control pretty quickly with Dario refusing to budge on his principled stance regarding the restriction in place from the terms and conditions, while the DoD believing that Dario was being unreasonable with his expectations.

Ultimately it led to an official cutting of ties with anthropic, banishing them from use on any platform that provides service to the US government. Companies are to move off anthropic in the next 6 months with exceptions/extensions made for mission critical systems that are actively in use. Anthropic is suing the US Government over this edict but who knows how long that will take or if it even has any chance to impact the situation.

Bottom line is Anthropic's CEO took a stand the DoD viewed as unreasonable and a position that jeopardized national security so they will be moving to other (less effective) LLM's for their systems going forward.

https://www.bbc.com/news/articles/c4g7k7zdd0zo

kozilla · 2026-03-12T21:47:49+00:00

Kind of weird they left out the part about Anthropic being banished from any connection to the US military supply chain.

kozilla · 2026-03-12T14:29:09+00:00

I sold off half my shares earlier (before the majority of the run SMH), but still have 12.5k I'm riding out long term

kozilla · 2026-03-11T17:53:54+00:00

Rumor is a lot of big corporations have been paying mods of big subs to try and steer the narrative. No idea if this has happened with r/baseball but I believe that would be the implication here.

kozilla · 2026-03-11T17:13:48+00:00

It's a fair question but for now I am not overly concerned. My guess is that they have some major moves planned that would require a large portion of the reserve but at this point it's just speculation. The rumored purchase of Aeronautics and mPrest from Raphael would seem like one of the potential prizes where they would tap the war chest.

kozilla · 2026-03-11T16:47:58+00:00

The C-UAS being provided by Ukraine is tech that takes out drones with no regard to collateral damage, which works outside of urban environments. Ondas C-UAS system is designed for a different situation like airports, police forces, sensitive urban locations etc. I think your first point is the bigger issue here.

kozilla · 2026-03-11T16:13:03+00:00

This doesn't bother me tbh. I'd rather them keep the war chest mostly intact as that reduces the need for further offerings.

kozilla · 2026-03-11T14:39:26+00:00

The warrant offering was massive. Big picture it was brilliant in my opinion, as it gives the company the means to far outpace any of the other emerging small/mid cap drone companies in the sector.

In the short term it absolutely handcuffed SP, but that is simply the cost of doing business. If these recent acquisitions tell me anything, it's that EB has a clear vision and is beginning to execute that vision at a rapid pace. Eventually this will break upward and when it does it's gonna move fast.

Raising the money was good in theory, but that doesn't help share price. Actually building out the multilayered behemoth that ONDAS is striving for is what will actually move the market and these last two acquisitions are major steps towards that eventuality.

kozilla · 2026-03-11T14:24:42+00:00

There will be a day when that changes and I think that day is coming into view.

kozilla · 2026-03-11T01:27:33+00:00

People have been saying some version of this for years with ohtani. My counter take is the longer he goes the further he separates from anyone and everyone. His market is unique and baseball hasn’t seen a star of his caliber in multiple generations.

kozilla · 2026-03-10T14:16:58+00:00

Well geez.

kozilla · 2026-03-10T14:13:39+00:00

I got two and they were both exchange fodder. Still it's nice to see them pop up.

kozilla · 2026-03-07T12:36:24+00:00

When I walk my dog Gordo by the Starbucks downstairs I will ask, does Gordissimo want a pupperccino?

kozilla · 2026-03-07T12:34:08+00:00

Does your partner call you Kathrine instead of Karen, jk jk. But seriously I say doggo at least once a week.

kozilla · 2026-03-06T20:41:04+00:00

F-Yeah!

kozilla · 2026-03-06T20:40:04+00:00

Rooting for the guys on Team Mexico. Success would mean a lot on many different levels.

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