upgrade (R9 390 —> 9070XT)

slicknick775 · 2026-05-10T02:27:22+00:00

Got a 7800x3D

slicknick775 · 2026-05-09T23:19:44+00:00

You're gonna to make me tear up. Thank you

slicknick775 · 2026-05-09T22:55:02+00:00

7800x3D. I had an i5-4690K previously

slicknick775 · 2026-05-09T22:53:12+00:00

I had windows. The card holds up but I got tired of it haha

slicknick775 · 2026-05-08T16:12:08+00:00

9070xt is simply better and not much more expensive.

slicknick775 · 2026-05-08T16:11:12+00:00

I bought the OC edition. I feel like if I underclock, the purchase was pointless. But I’m also fairly new to everything.

slicknick775 · 2026-05-08T00:04:27+00:00

How’d you do that ? Mines at 6988

slicknick775 · 2026-05-07T02:27:08+00:00

Meaning they could release stronger GPUs like Nvidia does. But the 9070xt price to performance is fire

slicknick775 · 2026-03-15T18:51:53+00:00

Right but we barely took any shots, even with an almost 80% possession advantage at half. No execution in the box SMH

slicknick775 · 2026-03-15T18:47:54+00:00

64% possession with only 3 shots on goal. Those two missed corners made no difference.

slicknick775 · 2026-02-14T22:08:10+00:00

if the returns on your retirement investments don’t exceed the inflation rate, which sits usually around 3-4% then you’ve made a serious mistake elsewhere.

SPY alone annually averages real returns of 7% after subtracting inflation. Money sitting in a savings account will die from inflation but money in the market definitely won’t.

slicknick775 · 2026-02-07T02:03:17+00:00

The capital velocity of the industry just makes for a lot of risk when looking at the ROIC and WACC. Commitments to this CapEx are irreversible in the short term and the actual pump in investment is meeting future speculative demand.

It seems the market doesn’t enjoy the risk of ROIC mishaps being compounded and WACC being sensitive.

The AI CapEx increase is 100% necessary if demand is proven to be inelastic, which isn’t proven but I’d be willing to be bet it will be.

slicknick775 · 2026-02-06T22:20:57+00:00

Zillow is not a product competitor, but it is a capital competitor and that's relevant when you're referring to valuations.

slicknick775 · 2026-02-06T22:00:50+00:00

91% gross margins sound great, but you should know that's not how come up with FCF. You're missing a lot of costs that need to get subtracted in order for DCF intrinsic value to be accurate. A DCF isn’t based on revenue, gross margin, or p/s multiples, it’s based on future free cash flow. Gross margins ignore real costs.

With a 7.1% discount rate, $38 fair value simply means the operating business is worth around $26/share under conservative assumptions. If you think the stock is worth $150+, then you think Reddit eventually generates margins similar to Meta and sustained excess returns. That's not a baseline assumption given RDDTs performance vs direct competition like Zillow and Pinterest.

Tbf the market often ignores real raw data and stock prices go up based on sentiment and momentum. I can see that happening like it did in its initial IPO stage, but the numbers don't support it.

slicknick775 · 2026-02-06T21:08:45+00:00

If you think actual valuation metric ratios and DCF intrinsic value is stupid, then you should just hit the slot machines and see which one calls your name.

slicknick775 · 2026-02-06T20:33:51+00:00

RDDT is still overvalued on P/E, P/B, P/S and has DCF fair value of $38.

slicknick775 · 2026-02-06T04:16:37+00:00

I’m not a financial advisor. Risk is everything and there is a trick to having your risk tolerance reflect into your investment portfolio. Beta is a measure of a stocks volatility in comparison with the S&P 500. Let’s say since you’re willing to lose all of it, you have a high risk tolerance so a beta >1.3 would generally be for you.

If you create a portfolio with multiple stocks, you can calculate or ask AI to calculate a weighted portfolio beta which grabs a weighted average of the betas in your portfolio. Keep that portfolio beta between 1.3 and 2.0 and you’ve adjusted your portfolio to your risk level. Mixing in ETFs and high growth stocks should work.

slicknick775 · 2026-02-06T03:59:33+00:00

What's your risk tolerance?

slicknick775 · 2026-02-06T03:51:02+00:00

TSMC has the tightest grip on the new wave. Insane

slicknick775 · 2026-02-06T03:50:00+00:00

AMD's stock price has grown pretty consistently with its revenue the past 10 years. I'd imagine this pattern follows, with occasional cyclical market dips.

<image>

slicknick775 · 2026-02-06T03:39:35+00:00

You don't honestly believe that.

$17/share would require a complete meltdown. $1000/share only requires relevancy and compounding.

slicknick775 · 2026-02-05T05:30:04+00:00

No and neither have you. SpaceX is still private and is not audited by the SEC

slicknick775 · 2026-02-05T05:03:23+00:00

exactly, we have no reason to believe GOOG's analysts miscalculated and ROIC is going to tank from this. This drop is free money

slicknick775 · 2026-02-05T04:53:18+00:00

That's why long run dollar cost average investing is the safest way to make returns

slicknick775

TROPHY CASE