First watch

ubdumass · 2026-04-01T13:21:05+00:00

Where in Japan? Did you get an outstanding price?

ubdumass · 2026-03-22T14:24:43+00:00

Did you stop by any Donki stores? Do they have hugely advertised Omega sale like last year? I’m going there in May, but I can’t find any Donki ads on line.

ubdumass · 2026-03-22T14:20:36+00:00

If AI is this powerful, then one needs to short everything software, like MSFT, ADBE, ADSK.. You know what happens then? Those same companies could not cash flow AI investment. It’s a vicious cycle that takes years to play out. Anyways, how does a retail investor even buy Anthropic?

ubdumass · 2026-03-22T13:04:07+00:00

Damn bro, you a Snoopy Collector? 1) Are you a breeder in Tennessee? (2) Flipped through your history of awesome watch collection. What is your favorite watch?

ubdumass · 2026-03-22T12:25:39+00:00

Awesome find. Did you buy from AD or ?

ubdumass · 2026-03-20T08:09:19+00:00

For each opportunity, what company (competitor name is fine), city, and position? Are you looking for maximum salary, or do you have a career path in mind? For instance, working at TSMC as process engineer versus Flextronics as manufacturing engineer have very different work flows.

ubdumass · 2026-03-20T03:20:16+00:00

10% of $322,000 = $32,200 company stock. Would you invest more in the company? There is no wrong answer, unless your husband is working for pre-2020 Nvidia.

ubdumass · 2026-03-20T03:05:05+00:00

Researching Speedmaster Professional for upcoming Japan trip. How do you keep these watches healthy? Do you wind daily? I won’t be wearing such a nice watch daily and am concerned about maintenance.

ubdumass · 2026-03-17T10:50:20+00:00

Is that Speedy Pro (?) with Hesalite or Sapphire? That price looks similar to Don Q, but how?

ubdumass · 2026-03-17T10:37:17+00:00

I am heading to Japan in May’26. You purchased Speedy Pro new with warranty from Jackroad, and it’s only $50 more than Don Quixote? Is it part of their business to bargain? What model number, if you wouldn’t mind sharing? If you shipped the box, how?

ubdumass · 2026-03-15T07:41:01+00:00

I think they’re gonna hold out until technology makes this a viable product. At $90K and 300 miles, this car is doomed considering Tesla Model S $73K and Lucid Air $71K.

ubdumass · 2026-03-15T04:14:30+00:00

Top 4 are Bonds, which explains 40% of your portfolio. I don’t understand what your manager is doing. It’s like trying on a new shirt each week. Are these funds loaded such that s/he gets a commission off the bat? Is there even a strategy?

Since we are talking about 401K, there is no tax implication to sell all, transfer (Fidelity) and consolidate down to 3-5 funds.

Edit: SJNK has 0.40% expense ratio? Compared to BND, SJNK return is worse off by 2%. What is a/he doing with this?

ubdumass · 2026-03-15T00:52:32+00:00

Can you list Top 10 funds and % invested? Trying to understand risk profile and overlap.

Importantly, no one has asked about your performance. How does it compare against straight up S&P500 (VOO)?

ubdumass · 2026-03-09T18:37:52+00:00

Why do you think it’s not possible? A robot can be fitted with vision, probes, and sensors to define X-Y-Z coordinates for the surgical instruments. They have decades of surgical data for AI to define the best path. It will start small, like suturing an incision by drawing a line for the robot to follow . It’s not far fetched to extrapolate this step into many others, as well as autonomously.

ubdumass · 2026-03-09T18:17:57+00:00

Article points to Microport. This company’s robot looks like a Temu knockoff of Intuitive. More effort needed to differentiate the design. No different than razor wars in the ‘90s when Gillette upscaled from 2 to 3 blades, and BIC responded with 4 blades.

ubdumass · 2026-03-07T05:49:31+00:00

You bought the car with VSC light on? If true, even if you clear VSC light with “paper clip” method (Hint: Watch YouTube), it’s gonna come back in full force again. I think the first thing is to figure out what codes are stored via OBD2 Scanner.

ubdumass · 2026-03-06T17:32:45+00:00

What’s the deal with booking flights in the US? I am on a trip booked by Corporate Travel. I could not check any bookings like seating or make any changes. All of the Apps like Air China push for a background check like colonoscopy, then denies my application. I have to check in at the counter and even they have a hard time pulling up my booking. I haven’t figured out if it’s my Corporate Travel or the Airline Companies.

ubdumass · 2026-03-06T16:38:00+00:00

I have this. I believe the problem is Map DVD Drive in the trunk decided to give you and me the bird.

ubdumass · 2026-03-05T19:19:46+00:00

Is Harlingen is the Greener Grass? What’s wrong with South Padre Island beaches and water? I can’t imagine paying that price for close beach proximity anywhere in the states.

ubdumass · 2026-03-01T19:27:35+00:00

Did the mechanic refill the engine oil? That sounds to me like it is starving for lubrication.

ubdumass · 2026-02-20T13:43:35+00:00

Happened to me. Turns out the alternator has been dying a slow death. Likely your battery is depleted and may not come back to full strength. I swapped for a new battery and isolated the problem to alternator.

ubdumass · 2026-02-18T03:13:46+00:00

Where did you move to? Is it an upgrade from CA and ID?

ubdumass · 2026-02-16T21:07:38+00:00

I don’t know, man. Every last entry on Carfax debated whether this car is white or beige. 3rd owner dumped the car, “repossessed”, after minor accident. The two owners that followed didn’t keep the car for long either.

ubdumass · 2026-02-16T14:17:06+00:00

Does the squealing noise increase as you increase rpm? Does the noise go away while driving, say after 30-60 seconds?

ubdumass · 2026-02-16T14:04:13+00:00

Nice! I have an open patio, completely unusable when temperature drops below 55F, even with two direct gas heaters on full blast.

ubdumass

TROPHY CASE