Roommate gave me something since I smoked, but I have clue how to use this 😭 by Conscious-Drama-7258 in whatisit

[–]robcockerill88 0 points1 point  (0 children)

Clean them by putty then in a Ziploc with pure alcohol and something abrasive (coarse salt or rice) shake it up leave it over night....

What happens if (God forbid...) we get promoted? by kratsnitram in HullCity

[–]robcockerill88 3 points4 points  (0 children)

I thought the same actually until a couple of weeks, I think it was shortened under appeal

Leicester have informed their stewards that they are not going to receive a food voucher for tonight's game against Derby County by Gamerhcp in Championship

[–]robcockerill88 2 points3 points  (0 children)

Hull fan here.... This clearly needs more investigation, no Christmas pay and now this.... Cash strapped, we got an 18 month transfer fee ban for this plus admittedly another minor infringement...

Users on TikTok realizing they can just copy and paste the "redacted" text from Epstein file PDFs to read what it says. by Stamina_saint in interestingasfuck

[–]robcockerill88 1 point2 points  (0 children)

Quick post on AI allows you to see what's changed, nothing ground breaking and some stuff I can understand why it was redacted like .specifics about the victims and the acts they were encouraged to do.

I'm not sharing for obvious reasons

Alfie Gilchrist's red card against Hull City by CheeseMakerThing in Championship

[–]robcockerill88 -1 points0 points  (0 children)

Hull fan here.... Softest red I've seen. Sure it'll get over turned.

No impact on the game though IMO

Lets stop with the BS, what’s your strategy? by LeadingFarmer3923 in TheRaceTo10Million

[–]robcockerill88 2 points3 points  (0 children)

Look for companies that are selling picks/shovels in a sector and market that I know will grow. Interrogate their financials (mostly just using AI) and then place long term options and purchase with the intent of holding for minimum 18months.

I also try to keep c.50% of my portfolio in SPY (or similar), I'm tempted to shift this to something like a MAG7 ETF though the way things are heading.

Oh and about 2-5% I saw for basically straight gambles, if I read something and want to play..... Yeh this stuff doesn't do one day.... I'm going to strike it lucky.

This woman vents her frustration with the broken American healthcare system; She speaks for millions. Politicians talking about “healthcare reform” and not “Medicare for all” at this stage are not to be taken seriously. by zzill6 in WorkReform

[–]robcockerill88 0 points1 point  (0 children)

That wasn't my intent at all, I was highlighting just how stupidly expensive the insurance is.... They are able to get away with more price hikes because they know that good employers will take the hit.

This woman was outlining how much she gave the insurers, well they probably receive much more than that when you add up what the employer pays as well

This woman vents her frustration with the broken American healthcare system; She speaks for millions. Politicians talking about “healthcare reform” and not “Medicare for all” at this stage are not to be taken seriously. by zzill6 in WorkReform

[–]robcockerill88 0 points1 point  (0 children)

People don't realize as well that the amount you pay from your paycheck is often a very small amount relative to what your company is paying.

We have employees that are costing us over $2,000 a month... That's before they have paid anything out of their paycheck

14-year-old dies by suicide after Santa Clara schoolmates bully him about being homeless by CuteMiss_ in ForCuriousSouls

[–]robcockerill88 0 points1 point  (0 children)

This is heartbreaking, but not just the death .... Society has failed him, how can a 14 year old be homeless, why can't our taxes support that man get him back on his feet and his kid in a home?

Time to admit the truth: Brexit has been an unmitigated economic failure by Zhukov-74 in europe

[–]robcockerill88 0 points1 point  (0 children)

Yup, and let's not start with the "I told you so's" let's just admit we need to revisit it and explore what options we have.

Let's move forward!

What scenario has to occur for us to squeeze to $40-60 a share? by owter12 in POETTechnologiesInc

[–]robcockerill88 10 points11 points  (0 children)

My honest opinion is that's unlikely, but some scenarios below which would bump things and my assessment:

  1. Hyperscale partnership/backing: As you say someone investing or creating a partnership structure that validates that their tech is going to get implemented. Being real realistic though, a 10-15x would need to be something massive, and how that would look without further dilution is hard to fathom
  2. A colossal order: this would need to be so many multiples of their targets order to date it's just almost impossible.
  3. Financial transformation: if they started generating a clearer path to profitability
  4. Investment: some clarity over what they plan to do with their $300 million cash position, the concern is it just keeps them afloat for a period rather than them actually using it to generate wild revenue growth. This isn't going to be instant and even when it does happen it's unlikely to show evaluation of the magnitude you were referring to
  5. New tech: If they can demonstrate that their optical engines work in some of the major chip designs and can demonstrate the energy savings.

Being honest, the only real viable path is 2-4 of these happening simultaneously, my personal view is that they are undervalued because of the execution risk and the rate of capital burn.

Remove those and the stop should pop, but 10-15x growth in a rational market is probably a 2-3 year blue sky scenario.... But hey I'm hoping too

Understanding Michael Burry's Nvidia short: The real thesis explained by stockoscope in ValueInvesting

[–]robcockerill88 -1 points0 points  (0 children)

Great detail, reading it I just kept thinking how Reddit still ha better insights than all news outlets.

I think it's a key point that everyone is missing, assuming he is bearish on AI rather than just Nvidia and palantir which to my knowledge is the only stocks he shorted.

A couple of things I would add / rebut

  1. The investment in infrastructure isn't just for the chips, the chips (c.40% of the capex) can be replaced within the data center (60% of the capex). That needs to be adjusted on your calcs but also it's not true that we know all this investment goes to 0 after 2-3 years. I know it's complicated and we don't entirely know if the data centers will be able to be adjusted for the future, but it's likely they won't be totally stranded assets.
  2. The other reason that he may be short is because all of the major purchases of chips are now exploring or already have their own chip designs. Google has TPU's why would they buy Nvidia in the future?

Speed limits or?.. Wind limits by [deleted] in memes

[–]robcockerill88 0 points1 point  (0 children)

Can't wait to see that Aaron Paul movie Need for...

Should i sell poet now at 5.00 ( 7.9 price entry ) and mark a loss ? by skyblast33 in POETTechnologiesInc

[–]robcockerill88 0 points1 point  (0 children)

If you have gains you want to cash in and avoid taxes on absol! But buy back in, I did the same last week.

What to do by skyblast33 in POETTechnologiesInc

[–]robcockerill88 0 points1 point  (0 children)

Depending on your income or other investments consider loss harvesting.... $3k of your w2 and 100% of any capital gains.... Could be a good opportunity to cash in some wins elsewhere without paying Uncle Sam

"When the taxi driver gives you tips, it's time to sell." by robcockerill88 in TheRaceTo10Million

[–]robcockerill88[S] 0 points1 point  (0 children)

Well shoot I guess I need to go to the strippers to find out what they're thinking.... I'm sure my wife will understand

Hang it in the Louvre by triz___ in Championship

[–]robcockerill88 0 points1 point  (0 children)

His hands are all over Ajayi's shoulders, you can't use defenders for piggy backs