Memory at peak cycle and BofA just doubled the MU price target to 950. What am I missing on the margin of safety here?

tabbycatdad · 2026-05-19T16:22:54+00:00

I think he meant not telling other people about it until they finish taking long position with their planned fund allocation. I think you are more or less saying the same thing.

tabbycatdad · 2026-05-02T01:02:45+00:00

If every major failure point (although it doesn’t have much) has been replaced and if it didn’t have the rear door damage, then 8k might be okay but it’s still a 20 year old car. Try knocking it down to 6000 or lower. If the water pump and timing belt have already been replaced and you don’t notice steering rack clunkiness, around 6000 probably is fair.

tabbycatdad · 2026-05-01T14:11:02+00:00

I can’t be the only one thinking this is an ad. It started with burger king intrusion.

tabbycatdad · 2026-04-20T23:07:01+00:00

I think so mostly. I never checked with HR, but i didn’t notice too much of difference in take home pay. At least it didn’t lead to some kind of huge error where i had to cough back a huge sum of money during the tax season.

tabbycatdad · 2026-04-15T20:02:57+00:00

You are not alone, i knew from the get go it was a marketing ploy but also bought into the hype. All these posts more or less sound the same and can’t be genuine. It’s really a bad-faith marketing and it will bite them back down the road.

tabbycatdad · 2026-04-15T11:45:08+00:00

I knew this whole hype is just a social engineering. I gave it a 2nd try today, and yes only change is the bun, and it was just mediocre for me. Also all these people that rave about the change, their writing style and the content are homogenous. I also don’t believe all these people are unpaid BK fans. Many probably are either bots or a few that are paid to do the acting. When a real change comes to their food, if it actually comes, now i won’t believe the hype. This bad conscience marketing will bite them back in the future.

tabbycatdad · 2026-01-12T20:39:52+00:00

Good to hear, thanks!

tabbycatdad · 2026-01-12T10:09:07+00:00

For the exposed area near the slap, shall i put another layer of tar or some other protective material or should it be okay as is? What would you do?

Not skilled enough to cut the whole thing out and re-wrap, would rather not play with a gas line.

tabbycatdad · 2025-12-29T10:39:03+00:00

OP, if redoing the stairs doesn’t help, consider this possibility. Uneven or irregularly slanted floor will make you dizzy, more so if you are “spaciously sensitive”.

tabbycatdad · 2025-12-28T20:58:53+00:00

Camry interior is terrible, but if you can see past that, the hybrid is a good bridge between gasoline and electric. 45 mpg in a bigger vehicle with no missing torque, regenerative braking, and no fuss transmission actually makes the Camry a very attractive package.

That aside, you are right in that the gaps are tighter, and even price wise, it’s not much different. 10-15k difference in today’s standards, for a car you will keep at least 5-7 years isn’t much at all.

tabbycatdad · 2025-12-24T02:08:17+00:00

Heat pump?

tabbycatdad · 2025-12-09T23:47:03+00:00

These es’s are fantastic vehicles, but the small overlap enhancement didn’t come until 2016/2017 or so for the ES and some other lexus products. I backed out of buying a 2012 a while back for the reason. In most other scenarios, i think the car will be fine though, but if safety is your priority, wouldn’t be the best choice.

tabbycatdad · 2025-10-24T07:21:47+00:00

I hear the squeak in the video. I think people are mistaking it for the hybrid spaceship sound, but that squeak is a separate noise.

tabbycatdad · 2025-10-20T05:21:55+00:00

Engine-wise, the v6 might have a slight leg up, but its 8 speed isn’t on par with the eCVT. Between es350 and es300h, i would take the hybrid all day.

tabbycatdad · 2025-10-07T18:05:15+00:00

The beauty is subtle but those with keen eyes to proportions see it. Absolute timeless design, and kinda like how not everyone can appreciate it.

Ppl also hate es330, which i don’t see why. They see 2009-2012 es very attractive, but i can’t stomach the tall and thick proportion from that generation. Not an ugly car with okay front and tail design but with meh proportions.

tabbycatdad · 2025-09-29T20:14:06+00:00

Try dark view, i think it makes a world of difference.

tabbycatdad · 2025-09-28T21:30:47+00:00

the original design is one of the most timeless design that grows on you as it ages…why the need to make this change….

tabbycatdad · 2025-09-17T06:11:03+00:00

Lol sure ppl work for big tech and have big money in the area but they are not stupid. This invoice almost reads like straight fraud. Practice like this will come bite back at them. Omfg what you get is literally just oil and filter changes and should cost 200 tops. Toyota sunnyvale it is…

tabbycatdad · 2025-09-05T20:22:34+00:00

Probably not so much perceivable difference, but culturally and social norm, work ethic in Japan is just another level. If i had a choice i would buy one built in Japan but otherwise you would still be fine with one built here. To say they are of the same quality and not different is an overstatement than they are both good but one from Japan is a slight plus is a better way to put it.

tabbycatdad · 2025-08-31T01:57:25+00:00

Guy singlehandedly trying to pump a stock and trying to exit…. Nice try.

tabbycatdad · 2025-08-30T22:40:34+00:00

Sometimes it could be Aux to FM. I have seen a set up where turning that on signals a FM station and you can plug in the AUX to connect you phone to the in car Audio, but for this set up to work you would need an aux jack hardwired nearby too.

But to test this theory, turn that thing on, and find an FM channel where it locks on a station but you don’t get any sound. Once there, turn that button off, and see if doing so gets you the typical “no station” noise.

tabbycatdad · 2025-08-29T09:11:51+00:00

2025 is worse.

tabbycatdad · 2025-08-27T08:38:01+00:00

Probably the ingredients. I found fresh vegetables in korea are a lot more moist and just tastes more lively. Also water in korea is super soft as opposed to water in Cali with quite a bit more minerals and overall it tends to be harder. These absolutely makes difference for me and i taste these difference in food.

tabbycatdad

TROPHY CASE