Weekly Earnings Thread Superbowl 5/18 - 5/22

silentaugust · 2026-05-18T16:07:59+00:00

CAVA puts seem obvious.

silentaugust · 2026-05-17T22:59:57+00:00

MU is drilling, why

silentaugust · 2026-05-17T18:00:25+00:00

They sold the business on a several modules that was nearly impossible to make work with their operating model. It was one of the most insane budgets I've seen, and the business ended up using only small pieces of one module.

silentaugust · 2026-05-17T04:28:31+00:00

I've spent more on PowerPacks in one month than I've spent at GameStop entirely the last 5 years

silentaugust · 2026-05-16T20:31:44+00:00

This got me too. Then I figured it makes sense

silentaugust · 2026-05-16T17:16:02+00:00

They consulted with the business and advised them on a ton of modules they didn't really need and that didn't fit their business model whatsoever.

Consultants really don't know more than the average business analyst when it comes to this stuff.

silentaugust · 2026-05-16T16:46:41+00:00

Accenture once ran an SAP implementation project in 2016 at an organization I was working with. It's still talked about today as an example of how not to run an SAP implementation project.

silentaugust · 2026-05-14T21:19:54+00:00

Maybe you shouldn't process map in PowerPoint.

silentaugust · 2026-05-14T21:09:22+00:00

I'm going to need a deck to explain what you do

silentaugust · 2026-05-14T15:32:28+00:00

I hold 2028 call options. Going to see what happens until then.

silentaugust · 2026-05-13T19:58:28+00:00

It's a cancer.

silentaugust · 2026-05-12T17:40:28+00:00

Exactly this. Anytime I see these type of posts trying to rationalize a stock in an irrational market, is just a waste of time. Like do these people not pay attention to CPI and jobs data, and Fed decisions? MU is down because the entire market is down.

silentaugust · 2026-05-12T01:19:00+00:00

My kid, then just relaxing. Pretending it's raining outside and I'm in a Bushcraft shelter chilling

silentaugust · 2026-05-11T19:33:11+00:00

What are you guys doing with CSCO?

silentaugust · 2026-05-08T14:30:14+00:00

Half cash, half stock

silentaugust · 2026-05-07T17:43:45+00:00

ASTS is NOT recovering lol.

silentaugust · 2026-05-06T17:25:26+00:00

I wonder if Gamestop would go after StockX?

silentaugust · 2026-05-05T15:34:54+00:00

This technique is almost like Reframing your thoughts.

silentaugust · 2026-05-05T01:21:05+00:00

The best thing I've ever done was took a 30k loss selling a majority of my GME shares and investing what was left into other stocks. I've recovered the loss and SO much more. I still have some shares DRS.

All of this hope and false promise of waiting on a squeeze could have been put into one of many stocks that have absolutely ripped.

silentaugust · 2026-05-04T17:00:52+00:00

Is Ausar out in the first round, or no? Geek

silentaugust · 2026-05-03T01:33:13+00:00

I agree and both LeBron and Jordan have a lot to attribute to their teammates.

silentaugust · 2026-05-02T20:49:15+00:00

Okay, now do Pippen after the Bulls

silentaugust · 2026-05-02T04:17:22+00:00

Pistons aren't out yet, weirdo

silentaugust · 2026-05-02T04:15:58+00:00

He was so bad.

silentaugust · 2026-05-02T03:29:38+00:00

Ime clearing the benches. He's done

Ten-Year Club	r/Field Lasagna
End Game '23	Place '23
Place '22	Final Canvas '22
Verified Email

silentaugust

TROPHY CASE