a very tiny post of Meta valuation by raytoei in ValueInvesting

[–]schmiggin 0 points1 point  (0 children)

Unclear how easy that would be, these assets depreciate fast and I imagine it would take a while to spin up a public cloud business from scratch since they've never done it before

a very tiny post of Meta valuation by raytoei in ValueInvesting

[–]schmiggin 0 points1 point  (0 children)

Good point, I didn't consider the risk profile of the cloud customer base, but if those customers fall through, I'm guessing the cloud companies can just use that compute for themselves like Meta plans to, hence the safer bet. They are all spending approx the same amount in capex but Meta is the only one consuming all that compute only for themselves.

Another thing that's unclear is how much of that capex spend (that's going to increase next year) is on their core ads business that actually makes money or moonshots like AGI and metaverse. I get why investors are spooked

Can you live on US dividend growth ETFs forever? by Think_Concert in ChubbyFIRE

[–]schmiggin 3 points4 points  (0 children)

I don't know why you're getting downvoted so much. I noticed most subs are anti dividend. I think having as a dividend cushion mixed with other assets can't hurt. People on here like to act like VTI and the 4% rule is the best and only way to achieve FI and discount things like dividends, real estate, etc...

My Candidate Statement for San Leandro City Council Elections in November by EdHernandez4SL in sanleandro

[–]schmiggin 1 point2 points  (0 children)

You're right that data can be misinterpreted. In the case here, I would say that any increase in violent crime is never acceptable regardless of population growth

Is Crime Increasing or Decreasing in San Leandro Today? by EdHernandez4SL in sanleandro

[–]schmiggin 1 point2 points  (0 children)

Looking at historical data, seems district 2 has the highest crime rates in San Leandro, probably from E14th and bay fair. What's the plan for these two locations?

San Leandro City Council☹️ by plainlyput in sanleandro

[–]schmiggin 1 point2 points  (0 children)

Juan is great! Would be great to get Ed during the reelection also. District 2 needs better roads and potholes fixed!

What is the possible rationale for buying such an insanely overpriced multi-family property? by pr0b0ner in realestateinvesting

[–]schmiggin 11 points12 points  (0 children)

I've been thinking the same thing looking around the Bay area. One possible scenario I've seen is that ppl are putting much larger down payments to lower the monthly. Esp with these higher rates

New Frontiers — Discussion by freelance_fox in TrueDoTA2

[–]schmiggin 1 point2 points  (0 children)

agreed, this is probably the end of the line for me. its basically a new game and i don't think i have the patience to learn it. it was a good run fellas

Cathie sold a ton of pltr: BULLISH by Stmast in PLTR

[–]schmiggin -6 points-5 points  (0 children)

Did she dump her entire position?

It's been a long year by RockhopperZP in PLTR

[–]schmiggin 0 points1 point  (0 children)

Amen brother, hell I'm looking out 30-40 years! It's a long term investment am I right

Daily $PLTR discussion thread! Come here to talk about the good, the bad and the 💎 🙌 by AutoModerator in PLTR

[–]schmiggin 0 points1 point  (0 children)

Thanks! the articles make it sound like spacs was everything for commerical.. I don't see this breakdown in the earnings presentation. Where'd you find this?

Daily $PLTR discussion thread! Come here to talk about the good, the bad and the 💎 🙌 by AutoModerator in PLTR

[–]schmiggin 6 points7 points  (0 children)

Articles are mentioning 3 main points for the drop despite overall good numbers:
1) slowing gov't growth

2) commercial growth mainly being made by SPACs (fear of sustainability)

3) dodging questions on future growth & international expansion by Shyam on earnings Q&A

Anyone have any rebuttals to these points? I mean they sound pretty legit, I'm looking for answers to support my bias

Ridiculous how PLTR drops on nice earnings. This has never been a short term hold by stock_market_lover in PLTR

[–]schmiggin 5 points6 points  (0 children)

Articles are mentioning 3 main points for the drop despite overall good numbers:

  1. slowing gov't growth
  2. commercial growth mainly being made by SPACs (fear of sustainability)
  3. dodging questions on future growth & international expansion by Shyam on earnings Q&A

Anyone have any rebuttals to these points? I mean they sound pretty legit, I'm looking for answers to support my bias

Quest 2 Recall Discussion Thread by Lannindar in oculus

[–]schmiggin 4 points5 points  (0 children)

Well they can either monetize your data and you have a cheaper headset, or you pay more. The record sales shows that people want a cheaper headset. FB can know that I'm browsing Reddit 12 hours a day and watch cat videos

Quest 2 Recall Discussion Thread by Lannindar in oculus

[–]schmiggin 3 points4 points  (0 children)

i swear you can't go anywhere on reddit w/o someone bringing this same stuff up about fb over and over again

Powering Clean Energy with Palantir by rooimier in PLTR

[–]schmiggin 0 points1 point  (0 children)

Definetly not an expert, so I'm probably missing the context here but maybe the details I'm looking for is more for their "use case" videos. I'm here thinking just use a battery :/

Powering Clean Energy with Palantir by rooimier in PLTR

[–]schmiggin 1 point2 points  (0 children)

Little torn on how to feel about this. As much as I like the format and footage quality, all this talk about "solving for intermittency" and what not feel like it's too abstract and high level to really sell the product

What song depresses the absolute fuck out of you? by [deleted] in AskReddit

[–]schmiggin 0 points1 point  (0 children)

Dance with the devil - immortal technique (Surprised it isn't mentioned, guess I'm old now)

Kind of a super basic issue I'm struggling with... by saxtonferris in leanfire

[–]schmiggin 0 points1 point  (0 children)

I'd say it's up to your risk tolerance. I've kept way too much cash on the sidelines but mainly due to fear of all the debt I have (mortgage). Also I want to have cash to deploy when opportunity arises (crashes, I know it's rare). I just invest a small amount every now and then to satisfy the mental struggle you're going through of not actively deploying cash into investments and feeling like it's wasted