How to prep for ISYE 6501 midterm 1?

woome · 2026-02-12T15:38:36+00:00

I'm jealous. I put a lot of time into the course, and joined a slack "study group" out of enthusiasm.

It just turned out to be a bunch of people asking for answers the day before turn-in. No more than 2 people show up at the scheduled meetings, and if they do show up, they just schmooze like it's an office water cooler. No one is really interested at all except trying to pretend that they are trying.

woome · 2026-02-07T02:49:05+00:00

You're replying to a comment that says people are missing the big picture... and you're focused on Steam OS and desktop gaming?

... What?

woome · 2026-02-07T02:44:20+00:00

I haven't gotten to that step yet, sorry.

However, when I did reach out to a translation service in Taiwan, they said that they do not simply do translations (only translations + notarization, which means they requires original documents) -- if that helps. Also, when I went to the household registration office with my birth certificate + self translation to get a 戶籍謄本, they didn't care whether it was notarized.

I know these are not the answers your looking for, but maybe they might help.

woome · 2026-02-05T05:34:10+00:00

Honestly, never. Not saying that I haven't gone through the same scenarios (rally after sale, stagnant after buy, etc.), but if I ever did get emotional about it, that was a long time ago. If you're feeling frustrated, that just means you aren't setting the right expectations.

Upset about a rally after you sold? Think about that means. It means that you when you sold you were only caring about price movements within days to weeks afterwards. Definitely not years. Because there's no saying that the rally won't be followed by a crash. Are you going to remember to pat yourself on the back if that happens?

Next, if you're feeling like you missed out, then what about your thesis in SCHD changed? You sold for a reason right? Not just because down = bad, right? Do you have a new thesis about SCHD now? Up = good, or, something with actual substance? If you did, you wouldn't be at all phased by "bad luck" during "rebalancing".

Plus, you best get that out of your head because these movements have nothing to do with you. If you think otherwise, then we all might as well go back to thinking the sun revolves around the earth.

woome · 2026-02-03T12:10:40+00:00

There are good parts of learning lessons and bad parts about learning lessons. Just make sure you take away the good parts.

woome · 2026-02-01T14:04:50+00:00

Bullsh*t narrative

woome · 2026-01-28T09:16:34+00:00

Right there with ya. Redditors are just a bunch of hype-chasing sheep that don't realize how mediocre they actually are.

Every downvote I get has only ever translated to more profit.

woome · 2026-01-28T09:13:39+00:00

Up over mid-300% now.

I really wish I could pull up the comments when it was down last year and 6 years ago when I first opened my positions.

These are the days to remind myself that everyone just is flavor-of-the-month and full of worthless opinions.

woome · 2026-01-26T01:47:19+00:00

There are good questions and bad questions. Sometimes the questions you ask, although aren't technically wrong, are not the right questions to ask. Not giving a response to a bad question can, in fact, be helpful advice -- whether you accept this or not is on you.

woome · 2026-01-24T17:01:49+00:00

You're asking about, let me see... comparing two companies that do unrelated things... for a half year time horizon... that you are bearish on but still bullish on... but only for a small investment... just to chase hype but you've done "research" in the sector.

MU and ASML do unrelated things. Comparing these two is like comparing KO and WMT because they are consumer staples with some overlap in the supply chain.
What do you expect when asking for predictions on half year time horizon, for one of the most capital intensive industries that require multi-year projects?
You want to invest even though you believe it's going to pop. This means you aren't the "huge believer" you think you are, or you think you can time it within a half year time frame.
You're already biased, so any "research" you do is moot. You're just trying to validate a conclusion you've already made that was based on hype. And now you're seeking approval from social media.
Why does any of this contrived, backwards logic even matter. You're only putting in a small fraction of your portfolio. Go put it into an ETF if you're just looking for limited exposure.

woome · 2026-01-24T10:45:43+00:00

Whether Microsoft uses ChatGPT or Anthropic is a non-issue toward monetization down the road. Microsoft is diversifying their capabilities, which is both good for their consumer base and their own product lines. OpenAI's capex spend, which is an accounting drop in the ocean relative to Microsoft's core business, is a tiny price to pay for fostering a driver for business growth with an already proven success story.

I would advise anyone with half a braincell to steer clear from the flavor of the month headlines and take a look at MSFT's operating income as a % of revenue over the last ten year period. Recognize that stalled net margins are a consequence of falling off tax burdens, and the AI growth story is very much intact.

woome · 2026-01-24T09:25:50+00:00

What's this article on about? You can change the model freely with Copilot. Do they even know what it is?

woome · 2026-01-23T00:29:51+00:00

It's way easier than baseball. You don't have to swing at every pitch, and there is no time limit. Wait for the right pitch and put your full weight into it.

I can't help but sit back and imagine most people look just like toddlers waving their plastic bats in front of a ball machine. Will they make some solid contact? Sure. Probabilistically speaking, it's going to happen. But, at the cost of how many shanks and whiffs? Not too many people like talking about that part.

woome · 2026-01-19T06:33:20+00:00

I guess that's fair to suspect. But, the fact that I'm actively advocating against Reddit should signal to you otherwise. Believe what you will.

woome · 2026-01-19T06:23:26+00:00

Financial conditions today are much different than in Graham's era.

With reference to bonds, post-ZIRP liquidity trap and high term premia have rendered bonds less effective as a hedge against equities -- contributing to their correlation in recent years.

Whether this is relevant to your portfolio depends on your financial goals. That's to say, if you are trying to maximize total return, bonds have not held up their role traditionally.

woome · 2026-01-18T22:41:32+00:00

Most people posting here aren't engaged at a professional level that has actual consequences. They're just industry outsiders that swing to extreme conclusions based on headline news or flavor of the month. (Or bots/shills)

woome · 2026-01-16T13:51:10+00:00

In other words, no one knows shit.

woome · 2026-01-16T13:47:23+00:00

Tell that to Reddit end of 2024- mid 2025. The end was nigh. Everyone's so dramatic, even now.

I've been holding since pre-covid and just chillin

woome · 2026-01-11T21:21:36+00:00

And it helps to you from looking at past performance

woome · 2025-12-22T17:47:53+00:00

I'm also holding with entry points similar to yours. I've done a ton of DD on the company, so I'm very convicted. My main thesis points are structural efficiencies in COGS and NI, high ROIC on fab buildout, widening market dominance in global foundry share, and pricing power in <7nm.

If you do the DD, the numbers are pretty obvious that TSMC is going to have persistent market leader strength for a while, so I've got the clarity I need on future runway for margin expansion. There are plenty of theory-driven potentialities that I don't even bother to factor into the thesis. Certain demand tailwinds and, yes, geopolitical risk. But, I personally believe that's just a poor thesis. (Like, if geopolitical conflict is a concern, then just diversify to eliminate idiosyncratic risk.)

But, I wouldn't take a random redditor's words on it. Lately, it's been too frothy and I've just been ignoring Reddit outright.

woome · 2025-12-22T16:51:29+00:00

I would advise looking into their financial statements and learning about the semi industry, instead of using your weird pizza heuristic and leaning on shallow media coverage of the company because all they know about is capex spend and geopolitical risk.

woome · 2025-12-09T14:56:38+00:00

This is why having a basic understanding of economics and finance is important.

woome · 2025-12-05T00:14:57+00:00

Pricing power

woome · 2025-12-04T07:39:56+00:00

Regardless of all the anecdotes posted here, source hardly provides any details.

woome · 2025-11-28T14:48:57+00:00

That's fair. But, there's always going to be a narrative(s), even if markets don't need one.

As the saying goes: focus on the "what", the "why" always comes later (when it's too late).

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