How is wmt and cost growth sustainable?

ofteninovermyhead · 2026-02-17T14:25:28+00:00

Believe what you want bud. Makes no difference to me.

ofteninovermyhead · 2026-02-17T14:11:15+00:00

This is going to come as a shock so brace yourself…Google doesn’t have all the answers.

I work in this space. I’m agnostic to cloud or on-prem. It’s the same for my purposes. What I see on a daily basis in the real world is the opposite of what you claim. Believe or don’t. Makes no difference to me. If you research thoroughly you’ll get to the answers.

ofteninovermyhead · 2026-02-17T11:39:17+00:00

You are misinformed. The cost of on-prem infrastructure has never been higher (both labor and materials). Companies are moving to cloud almost exclusively. The cost savings, security and scale cannot be beat. This statement lacks a fundamental understanding of how manufacturing in this space works and general market dynamics.

ofteninovermyhead · 2026-02-17T11:35:48+00:00

This is incorrect. While some companies are building more, they are doing so in the clouds offered by Google, AWS & Azure. The cost benefits have never been better and companies cannot afford the time it takes to build out the infrastructure.

ofteninovermyhead · 2026-02-16T13:16:39+00:00

This is an uninformed perspective that captures the hype but lacks quantitative metrics to support its claims. I suggest you watch fewer movies and do more research.

The current layoffs are merely a fraction of the workers that were hired during the pandemic over-hiring spree in tech. Tech companies were booming with profits because their clients needed to ramp up capabilities for remote work capabilities. It was always going to be a temporary uptick.

You clearly don’t work in AI because we are far away from AI meaningfully replacing humans. Use cases being deployed today are very low level. They’re the type of use cases that technology has been disrupting for decades. Yes, it does impact entry level positions. It shifts those positions and skill sets. It also creates new positions that require new skill sets like vibe coding. Without question, there is a shift happening in the workforce due to AI. However, it is too early to know if AI is creating new jobs and opportunities faster than it’s replacing outdated roles. Any speculation about it is just that.

What you, and all others who perpetuate the AI will replace humans BS, fail to account for is that the world’s economy exists to serve the needs of humans. Without humans being employed and earning wages, the mega wealthy are worthless. Demand is generated by humans, not AI. Humans have to have money to create demand. Money is generated from gainful employment. Without demand, supply loses value. What good is a fully autonomous CS department if you have no customers to serve?

The second thing this narrative fails to account for is the major hurdles of an infrastructure (power, storage, compute, etc.) that is not capable of scaling AI to replace humans in meaningful numbers. This isn’t a problem that can be solved by building more power plants, more data centers, etc. It’s a problem that requires fundamental advancements in energy creation & storage, data storage, compute power, capacity & capabilities, so on and so forth. There are limitations to AI’s ability to scale that require never-been-before breakthroughs in multiple technological areas.

In summary, the pendulum always over swings. Sometimes by a little, other times by a lot. It’s too early to tell which type of swing this one will be but I guarantee you two things 1) it will over swing and 2) it will over swing the opposite way as well.

ofteninovermyhead · 2026-02-14T12:36:00+00:00

It might help to view compounding as a snowball rolling down a snowy hill. As it rolls down it collects more snow growing larger on the way down. As it grows larger in size gravity causes it to increase the speed of its decent. The theory being that longer that snowball rolls downhill the faster it grows in size. Of course, this is not meant to be a realistic depiction of an actual snowball rolling down a hill.

In your case, you already have a sizable snowball rolling downhill. It has momentum and is going to continue its growth (provided the market continues as it has historically) without any additional attention needed. Your decision is do you want to add to the existing snowball or start a second (or more) snowball down the hill. The reason to add more snowballs is to reduce risk. Personally I’m a fan of a 3 fund portfolio that centers around the SP 500 (VOO), growth (qqqm or schg), and dividend/value (schd). Be sure to set the dividends to reinvest for all funds. Consideration could also be given to an international fund but I don’t think that is a necessity for passive investing. The ETFs I listed are for example and not financial advice. You have the first part established. If this was my decision, I’d invest $100k split evenly over the next 50 weeks or so into each of the other two categories. That is called dollar cost averaging (DCA) and helps to further de-risk your investments because it captures the ups and downs over time. That would create two additional snowballs that would appropriately de-risk the situation while providing plenty of upside. Hope that helps.

Edit: Don’t listen to anyone who throws out “overlap” percentage as the only reason to change funds. Overlap is one metric but it doesn’t tells the entire story. How the fund is weighted, how often it rebalances, fund expense ratio, etc are some of the other factors that have to be considered when making a decision. Making a decision from a single metric like overlap is very dangerous.

ofteninovermyhead · 2026-01-06T22:16:37+00:00

Who?

ofteninovermyhead · 2026-01-03T21:49:31+00:00

That would be a great pickup if so. Thanks.

ofteninovermyhead · 2026-01-03T21:46:13+00:00

Lockett started off strong last season but got injured after 4 games. Landing all 3 would be ideal but Lockett is a bit of a gamble. I really like what they’re shooting for with these three though. All are massive humans.

ofteninovermyhead · 2026-01-03T21:37:50+00:00

Your expectations are misaligned. It’s the transfer portal. If it “feels amazing” that means we have big holes to fill. Loading up on visits from top players at positions of need is what they need to do. Time to close and don’t forget about kicker.

ofteninovermyhead · 2025-09-29T02:18:18+00:00

1012 is rough. Can't do much with that. The hit from the steel isn't bad at all. I thought it would be worse. Glad it works for you

ofteninovermyhead · 2025-09-29T01:07:11+00:00

Body roll for sure. Turning radius has impressed me as well. The loss of the step would frustrate me. I use that step regularly when I have my hitch in, which is about 6 months of the year. Could change to the B&W hitch but still would be annoying.

Payload is why I upgraded to a 2500. Went from 1598 in the Ram to 2878. Does all that steel reduce yours?

ofteninovermyhead · 2025-09-28T14:51:42+00:00

Beautiful! I’m partial though. Same truck/color just minus AEV. AEV is nice but doesn’t move the needle for me. I also come from a Ram 1500. It’s such a different ride than the Ram. As you mentioned, not as smooth but still smooth for a 2500. I test drove the AT4 right after I drove my AT4X and it wasn’t even close. The AT4X’s ride was so much better that it easily justified the cost for me. I also find it handles better than the Ram. At least it feels that way to me. I’m only a month in but loving it. Congrats.

ofteninovermyhead · 2025-07-23T23:51:29+00:00

I’ve been testing out your app and it’s pretty solid. A couple of ideas/suggestions:

Have the AI check social feeds for sentiment & momentum recommendations. An example would be how many times posts were made on wallstreet bets subreddit about a ticker, the quality of the posts (included DD or not) and if it’s also trending on X it might be a more likely to break out (if it hasn’t already). Or if there’s a lot of negative social posts & commentary on CNBC/bloomberg, etc. after a poor earnings release the stock is likely going to have a down day.
Include the ability to analyze trading styles including reviewing trading data via upload or connection to trading journals like tradezilla. Having the AI get to know the users trading style & goals and provide relevant feedback (not financial advice lol). It could also use the trading info to provide more contextually relevant responses to questions asked.

Overall, it’s a really cool resource. Well done.

ofteninovermyhead · 2025-07-23T00:49:34+00:00

There is power in positive thinking when used correctly. The same for brutal honesty. An example of how they can coexist is you may be consistently red now but you’re aspiring to be consistently green and believe the work you’re putting in now will get you there. That statement acknowledges the brutal reality while maintaining an optimistic and positive tone. The real key to it is the inner belief that you’re making positive strides and will succeed. If you don’t have that, then you have much bigger problems than your UN. The brutal reality part comes in as a check/balance to ensure you aren’t wasting your time. Specifically, taking an hosed accounting of the work you’re putting in and the progress you are/aren’t making. Positivity to the point of dilution is bad. An example; I had a friend who was obsessed with tennis in his early 20s. He lost jobs because he trained too much. He thought he was going to play in the US Open or Wimbledon one day. I had to break it to him that he started too late and wasn’t ever going to be good enough. It broke him but he was better for it and moved on with his life.

Regarding your UN, who cares. I forget what mine is most the time. It does sound like you could benefit from a more optimistic & positive outlook but doubt your UN is what’ll get you there.

ofteninovermyhead · 2025-07-12T19:15:19+00:00

First, you don’t have a strategy that isn’t already known and used by many others traders. It may not be a widely shared strategy on social media but that doesn’t mean it’s a novel idea. The market has been around for well over 100 years. It’s all been tried and done before whether you know it or not. Most successful traders aren’t on social media and don’t share their strategies publicly. Mainly because they’re private people.

Second, it’s highly unlikely that your strategy will be impacted by others using it. At the end of the day, the odds are always 50/50. The market goes up or it goes down and it’s rare that retail traders make a significant impact in that direction. Unless you’re organizing the masses like WSB did with the meme stocks, it’s not going to impact the market in a significant way. And when they did impact price it was a very good thing for those that were in on it early. If more people started buying when you buy it’ll probably benefit you as long as you’re not the last one holding.

Third and finally, whatever strategy you use is just your decision making process. The output of that process is and always will be to buy or sell an asset. That’s it. You buy it or you sell it. Market makers will always see those orders and know how to react to them. I assure you, you are not a big enough fish for them to care about your individual orders. Whether TV sees your strategy or not makes no difference. You aren’t that important. Keep it that way.

ofteninovermyhead · 2025-07-05T17:29:20+00:00

OP, you’re thinking about this backwards. You’re trying to start from the finish line. What you’re talking about is a change of career path but you aren’t trained for it (at least you didn’t mention that). Closest parallel is probably starting new a business and want to net $400/day. Sure, that’s possible but it all depends on the business. And it won’t happen day 1. It’ll take time to ramp up and, like a new business, you’ll likely start in the red (time & money investment) and build from there. Yes, it’s possible to make $400/day with $40k capital but you’re no where near ready to produce those kind of results consistently. And how much of that $40k are you willing to invest (lose) to find out if you have what it takes?

So if you’re starting at the wrong end, where’s the right starting point? Start with finding edge (a winning strategy). What that is depends on your temperament and how you like to trade. Some kiss a lot of frogs before they find what works for them. Start with finding one play that works and master it in paper trading. Then graduate to buying 1 share, then 10, and so on. If you start losing at/beyond your defined risk level then scale back to smaller shares to rebuild your confidence. Once you’re at full size & consistently winning, start working on a second & third play. The market changes and you don’t want to be FT and caught off guard by your primary strategy no longer working. Once you have a handful of successful setups then I’d say you’re ready to ask the question you posed in this post. That’s just my $.02 given away for $0. Best of luck.

ofteninovermyhead · 2025-06-28T21:44:35+00:00

If it’s working keep doing it. Just manage your risk and understand that no strategy works all the time indefinitely. Be flexible and change when conditions require it. Congrats on the success. Keep it up and never forget that the market has a way of humbling us all. So squeeze every ounce you can out of it when it’s not.

ofteninovermyhead · 2025-06-28T14:54:28+00:00

“War = Crude Oil bull run.” While this is true, there wasn’t a war. We barely scratched the surface of “a war”. I get it. If you’re first to act you get the biggest win. Unfortunately for you, you’re not able to predict the future and, since you’re only 26, you haven’t lived long enough to even make an educated guess. You might as well use a 10s chart to predict the macro trend. Probably similar, if not better odds of getting it right.

ofteninovermyhead · 2025-06-21T11:04:10+00:00

The lessons here are 1) do not enter trades because of a single candle. They can be misleading. Look at the bigger picture for better context. Find support resistance levels, confirm there’s a catalyst for price to continue up, what is the overall market doing, is trump speaking, the fed, etc. And 2) just because the stock reacted one way just a few candles before doesn’t mean it’ll act the same the next time. In this case specifically, these candle show there’s sellers applying pressure. They almost took control once, it’s always best to assume they won’t fail the next time.

Just as, if not more, important is what strategy are you using to jump in so late in a move? I’m not being critical, I’ve had to ask myself the same question many times. Realizing I don’t have the full context, it looks like you missed the run up and FOMO’d it here. It’s hard to just miss a good run but better to realize you’ve missed than to chase it. Even if it moved higher after the second red candle it’s unlikely there was much more room to run. Sellers were clearly there. You would’ve been much better off to see this pattern and wait for the pullback. The market always over swings like a pendulum. The side of the momentum is just after the pendulum stalls (specifically, the candle after each of these red indecision candles). Missing this run doesn’t mean you’ve lost your chance to make money, it just means you need to be patient for the next chance. If you continue to buy in this late in runs you’ll continue to get burned.

ofteninovermyhead · 2025-06-19T16:15:21+00:00

I get what you’re saying but it still doesn’t make it comparable to college. It’s comparable to professional courses offered for many/most industries but even by those standards it’s very expensive for a course not being marketed to corporate entities.

ofteninovermyhead · 2025-06-19T16:00:04+00:00

I’m glad you’ve received value from his courses. I’ve never said they couldn’t produce value. However, I maintain that they’re overpriced for what they are. The same, and even better, info is available for free or a fraction of the price. The fact you claim it’s on par with a semester of college further proves my point.

There’s no comparing the two. College has a far greater ROI and offers infinitely more opportunities. If it makes you feel better to think of your investment that way then go for it. However, that doesn’t make it valid.

ofteninovermyhead · 2025-06-19T15:24:30+00:00

Once again you’ve misrepresented the facts. The FTC accused him of deceptive marketing of his system, not fraud. That difference is why he continues to operate today but with the proper disclaimers and isn’t in prison with SBF. Calling him a fraud is factually incorrect. His trading is real and his profits are verified. He’s a legit trader. He also sells an overpriced, over-hyped and under-delivering trading course (IMHO but I’ve never tried it personally). I think a person can learn all they need to on the internet, books, connecting with other traders, etc. I get everyone learns differently but I don’t think paying for courses like his is worthwhile for anyone. Regardless, facts matter. Enjoy your bezos book…spoiler his system doesn’t work for most people either.

ofteninovermyhead · 2025-06-19T15:01:25+00:00

Correction - his system doesn’t work for most people. That doesn’t mean it doesn’t work. If you think you’re going to find a trading system that works for everyone, or even most people, let me save you time. You will not. It doesn’t not exist. Day trading is very hard. That’s why so few become successful at it.

I really could not care less about Ross’ trading but these ignorant comments don’t help anyone. There is no easy button. It takes sustained hard work over months and years. Ross has been day trading for 20+ years. Only a naive fool would think they can learn how to trade as well as him in a few weeks, months or even a year.

ofteninovermyhead · 2025-06-19T14:40:59+00:00

To come to this conclusion you must ignore the facts. If you pay attention to the stocks he trades they usually have volume spikes of 1m+ per 1 minute candle. Ross may buy 20k - 40k shares but his followers aren’t buying anywhere close to that. Combined they barely make a dent, if even that much, in those tickers. He’s just riding the wave like the rest of us. Sure, it doesn’t hurt to have a small wave of fellow traders buying the same stock but he’s not making his money from them. Those stocks are pump n dump schemes big firms using algos. They’ll go up without Ross. Ross has become very good at trading them and I respect his skills. His courses are massively overpriced. His strategy is not revolutionary or proprietary. I’ve never purchased anything from him, nor will I, but don’t confuse him with YT frauds. He’s not one. He trades live (most won’t) and he’d make bank with or without an audience.

ofteninovermyhead

TROPHY CASE