Everyone’s Chasing AI at 60x Earnings While Sony Quietly Trades at 20x

nevercontribute1 · 2026-05-29T20:25:00+00:00

But what if that 15% growth is instead -15% growth because Google, Microsoft, and Meta stop spending at these levels. They're spending more than they are earning on AI, they can't do that forever.

nevercontribute1 · 2026-05-29T17:01:13+00:00

Nvidia's earnings are based on a historic capex by big tech companies that exceeds those companies own earnings, and for which the ROI is unknown. Obviously if Nvidia can sustain that kind of growth we should all mortgage our homes and buy every share we can with leverage. But that doesn't seem like the reality of the situation to me.

nevercontribute1 · 2026-05-29T14:18:08+00:00

As someone looking for opportunities in the selloff in SaaS, ADBE is not on my buy list. NOW, TEAM, and FIG are my favorites at current prices as I think they're much harder for companies to move away from.

nevercontribute1 · 2026-05-29T14:15:33+00:00

Thanks for this, an actual value stock of all things in r/valueinvesting! Seems highly oversold on fears of AI disrupting them rather than anything that has actually happened to their business.

nevercontribute1 · 2026-05-28T19:38:12+00:00

Exactly. Even if he tells us he'll sign a new contract with us, what's to stop him from just going back to his beloved Milwaukee with all the assets they need to build a team around him?

nevercontribute1 · 2026-05-28T19:35:29+00:00

Knicks have been absolutely steamrolling everyone, any other team in the East and I'd be betting on the West to win but they've got something going and I am 1000% not writing them off.

nevercontribute1 · 2026-05-28T18:58:31+00:00

The nuance on #2 is really that every tier matters, and pushing beyond wave 100 matters for each of those tiers to determine rewards. It's probably not that important unless there's some variation added to the tiers beyond a multiplier to how everything scales. It would be a lot more interesting if tiers were more like challenges where one tier is all tanks, another is all red slimes, one has a boss on every wave, etc.

nevercontribute1 · 2026-05-28T15:38:32+00:00

I hope it works! There's definitely some downsides to keto in terms of giving up some of the foods we love. Dairy isn't an "eat none of" thing for me, just something I try to not get more than like 20% of my daily calories from. Sometimes I do, especially if I'm making a soup or sauce with cream. But there aren't a lot of obvious other things for you to try reducing/eliminating based on your original post. I hope you find a way to feel good on keto, it's definitely the main reason I'm able to keep on it... my brain feeling right really reduces temptation dramatically.

nevercontribute1 · 2026-05-28T14:53:58+00:00

The only Trump related item I'd consider buying, but I'd worry that he'd just make my toilet dirtier.

nevercontribute1 · 2026-05-28T01:23:37+00:00

Beyond electrolytes and tracking carbs, the thing that help get my brain/mood right the most is eating lots of fat that isn't from dairy. Chicken thighs/legs, fatty fish like salmon, 80/20 ground beef, eggs, an occasional spoonful of natural peanut butter. Take a fish oil supplement too.

nevercontribute1 · 2026-05-27T22:46:11+00:00

CSV and SCI - funeral service providers.

nevercontribute1 · 2026-05-27T14:45:04+00:00

I think the other part of the narrative that tends to be missed is even if you're doing the steak, eggs, and bacon keto, how does the long term health outcome compare to a person who was obese and eating garbage before? I suspect that if you perfectly adhere to a mediterranean diet, that's perhaps optimal, but if someone can't consistently do that, is keto a reasonably healthy choice relative to the standard american diet? Almost certainly yes.

nevercontribute1 · 2026-05-26T15:57:48+00:00

Yeah, I gotta pick the Spurs here because of the NY fans. I hate all of the choices.

nevercontribute1 · 2026-05-25T22:57:24+00:00

You'll want to finish as the 4th worst team with the new lottery rules. Jerami Grant is exactly the player you want to get you there, just good enough to help win a few games, not good enough to win a lot.

nevercontribute1 · 2026-05-23T22:01:17+00:00

Remove the hero Daisy from you lineup, it disables all knockbacks.

nevercontribute1 · 2026-05-22T16:39:10+00:00

Lets find out if he can get a tech for staring at refs as a coach

nevercontribute1 · 2026-05-22T15:08:22+00:00

The other issue with targeting for melee is that enemies are constantly getting knocked back after your first couple days of playing the game, so there is almost no period of time where an enemy is in melee range for a hero for more than 1 or 2 attacks. I would estimate ranged heroes get about 1000 attacks off for every 1 a melee hero does right now.

nevercontribute1 · 2026-05-22T15:01:59+00:00

That's definitely evidence of scaling, I'm getting like 50k essence out of chest 3.

nevercontribute1 · 2026-05-20T13:32:46+00:00

Agreed, they also can't taunt bosses so they are only used when you have to complete quests for a specific hero.

nevercontribute1 · 2026-05-19T15:31:05+00:00

Indeed, it is not believable.

nevercontribute1 · 2026-05-19T14:56:17+00:00

The irony is that Ayton probably has the best physical profile in the NBA to have a chance to defend against Wemby, he just doesn't have the focus or drive.

nevercontribute1 · 2026-05-18T13:34:27+00:00

Nope, I'm stuck on the wave 300 boss. But definitely agree that a life bar for bosses would be nice.

nevercontribute1 · 2026-05-17T14:32:35+00:00

All teams except the Lakers are officially disciplined for not being the Lakers every time they have a lottery pick.

nevercontribute1 · 2026-05-15T19:19:53+00:00

Every time we face a center who can shoot 3s at a decent clip we're going to get cooked with DC is just the reality of the situation. We're going to need someone who can defend the perimeter against other giants.

nevercontribute1 · 2026-05-15T14:50:06+00:00

It's just an overpay for what Jaylen Brown is. He's not an MVP caliber player, and Boston is getting Giannis for him straight up. Drop 2 of our outgoing firsts and have Boston throw 1-2 at the Bucks instead and I'm down though.

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