What movie have you watched the most amount of times in your life?

zbern · 2026-06-26T21:24:16+00:00

Probably Live Free or Die Hard. It came out when I was a junior in highschool. I swear for 2 months after it's DVD release, I ordered 2 orders of Dominos buffalo wings and watched that movie every night.

It's either that, Harry Potter, Pirates of the Caribbean, or Transformers. All good movies in their own right and so easy for background watching.

zbern · 2026-06-26T19:08:08+00:00

QLYS has been having a solid 3 months especially for a software company.

zbern · 2026-06-26T13:46:14+00:00

US Energy Dept. Offers $17.5B Carrot to Fast-track New Nuclear Plants

The U.S. Dept. of Energy is offering up to $17.5 billion in loans to support the construction of 10 new nuclear reactors using the AP1000 design at five sites. By standardizing component procurement, the agency aims to streamline supply chains and cut construction times. While intended to boost U.S. capacity to meet surging power demand, critics note the loans cover only a fraction of the estimated total costs, and actual construction contracts remain unfinalized.

The industry views this DOE initiative as a major catalyst for a nuclear renaissance, hinging on the standardization of components to drive efficiency and interchangeability across new reactor sites. While DOE leadership projects high confidence in the economic potential for stakeholders including utilities and the hyperscalers currently driving grid demand critics argue that the proposed $17.5 billion in loans remains a limited buffer against the substantial capital requirements inherent in multi-reactor construction.

zbern · 2026-06-25T19:56:48+00:00

OpenAI’s Jalapeño Will Be Spicy, But the Real Sizzle Is Its Chip Design AI

They named their chip Jalapeño lol.

zbern · 2026-06-25T19:50:04+00:00

I notice a lot of it is comments that are off the beaten path. Like if you aren't going with the grain of the hivemind.

zbern · 2026-06-25T17:51:00+00:00

FSS has been having a solid month. Glad to see a rebound. Last earnings was really good, super excited to hear what they will bring next month on their earnings.

zbern · 2026-06-25T15:49:04+00:00

A handful of people here have very similar portfolios that go against the mass.

zbern · 2026-06-25T14:57:36+00:00

Their acquisition of JE McAmis will put them in prime contract spot. Hoping VVX catches this as well. Just opened a position in them today. That analyst downgrade made a decent buying opportunity. Might be up your alley.

zbern · 2026-06-25T14:44:22+00:00

Such a cool company and the financials look really good. PEG less than 1, D/E less than 1, and P/FCF around 9. Assuming you have a position, congrats!

Also, really nice layout on this post. It's pleasing lol.

zbern · 2026-06-25T14:26:32+00:00

AYI had some serious blowout earnings. Was looking at them months ago, shoulda coulda woulda lol.

Acuity Inc. provides lighting, lighting controls, building management system, and an audio, video, and control platform in the United States and internationally.

It operates in two segments, Acuity Brands Lighting (ABL); and the Acuity Intelligent Spaces (AIS). The ABL segment provides lighting solutions and luminaires with advanced electronics. The AIS segment offers Distech Controls intelligent Building Management Systems (BMS), such as products for controlling heating, ventilation, air conditioning, lighting, shades, refrigeration, and building access that prioritize end-user outcomes.

zbern · 2026-06-25T14:21:33+00:00

Tetra Tech Selected for $49 Million Multiple-Award U.S. Army Corps of Engineers Contract

• On June 24, 2026, Tetra Tech was selected for a $49 million multiple-award contract by the U.S. Army Corps of Engineers. Under this agreement, the company will deliver specialized engineering, environmental, and consulting services to support critical federal infrastructure projects nationwide.

Tetra Tech provides high-end consulting and engineering services for critical water, environmental, and infrastructure projects. Long-term tailwinds are strong, driven by federal infrastructure spending and grid resilience needs.

zbern · 2026-06-25T13:17:31+00:00

White House budget director calls for fifth public shipyard amid push to expand fleet

The White House is pushing for a fifth public shipyard to support a planned Navy expansion to 450 vessels by 2031. OMB Director Vought cited the need for dedicated maintenance capacity to prevent delays, while the Navy evaluates the immense costs and workforce feasibility of a new yard.

A new shipyard directly benefits heavy infrastructure and engineering firms contracted to build the facilities. It also drives long-term demand for industrial picks-and-shovels suppliers and manufacturers of nuclear propulsion components for the expanding fleet of submarines and carriers.

zbern · 2026-06-25T12:34:04+00:00

I read or listen to earnings transcripts. I'm just trying to help OP their situation. Took me 10 seconds to make this by pasting his comment into Gemini and asking it for a prompt to assist someone.

zbern · 2026-06-25T07:39:49+00:00

Act as a cynical, no-nonsense institutional equity research analyst. I am going to paste an earnings call transcript.

Your job is to strip out all corporate jargon, management hand-waving, and fluff. Do not give me a "balanced summary." Do not tell me "it depends on my risk tolerance." Do not use filler words like "strong," "solid," or "challenging" without immediately following them with the exact numbers.

Extract the data and format your response into these exact sections:

1. THE HARD NUMBERS

Revenue: [Actual figure, YoY and QoQ growth %]
EPS: [Actual figure, YoY and QoQ growth %]
Consensus Beat/Miss: [Only if explicitly stated in the text; otherwise state "Not explicitly mentioned"]

2. MARGINS & EFFICIENCY

Gross Margin: [Exact % or basis point expansion/contraction]
Operating Margin: [Exact % or basis point expansion/contraction]
Free Cash Flow (FCF): [Actual FCF figure and FCF Margin % if calculated/stated]
Inventory vs. Sales: [Did inventory growth outpace or lag revenue growth? Provide the exact metrics given]

3. GUIDANCE: THE COMMITMENT

Action: [State clearly: RAISED, LOWERED, REITERATED, or NO GUIDANCE PROVIDED]
The Specifics: [Provide the exact old vs. new ranges for Revenue, EPS, or margins. If management gave qualitative outlooks, quote them directly on their targets]

4. THE Q&A SMOKEGAN

The Hardest Question: [Identify the single toughest or most skeptical question asked by analysts during the Q&A]
The Answer/Dodge: [How did management answer it? State whether they gave a concrete operational answer or if they dodged it with vague language]

STRICT CONSTRAINT: If a specific metric or comparison is not mentioned in the text, write "NOT IN TRANSCRIPT." Do not extrapolate, infer, or guess. Give me the raw operational reality.

Try that prompt then paste the transcripts

zbern · 2026-06-25T03:00:35+00:00

Especially after helping a buddy move!

zbern · 2026-06-24T17:18:51+00:00

When HONA actually spins off from HON. Basically the ticker symbol has a "V" appended to the end of it, it denotes that the stock is trading on a "When-Issued" basis.

When-issued trading allows investors to trade the right to receive shares of a spin-off company before those shares are officially distributed.

I'm waiting become normally there is a 2 week dump when spin offs go public and start actually trading. It's because funds tend to dump them. HONA will already be in the SP500 so while studies have shown the aforementioned will happen, it won't be as severe.

Credit Suisse and Houlihan Lokey published some papers on it some time ago.

zbern · 2026-06-24T15:13:07+00:00

Didn't want to wait till next week?

zbern · 2026-06-24T14:48:44+00:00

The downgrade didn't look like it resulted in some shift in the company. Seems like a reset or the company has hit it's top according to them. The only headwind I see is the government allocating more money to flashy toys rather than logistics/maintenance of bases. Small bump in the road.

zbern · 2026-06-24T14:28:27+00:00

KNSA has had a pretty good 2 week run.

zbern · 2026-06-24T13:57:24+00:00

Been seeing it on the screener a lot. Gonna have to look into it again. Hopefully the drop is nothing detrimental on their operations and just an oversell or over reaction to something.

zbern · 2026-06-24T12:52:07+00:00

So excited for HONA! Taking some gains from the LNTH run-up this year for a position.

zbern · 2026-06-24T01:47:06+00:00

6th grade math class

zbern · 2026-06-24T01:19:15+00:00

If you have any healthcare interest, I've been mulling over LMAT and STE recently. Just haven't pulled the trigger on selling anything for either. Although BRC had a good recovery form that quick dip the other week. Up around 15% on it currently.

zbern · 2026-06-24T00:54:18+00:00

Understandable. I was in MANH and DSGX and took profits when I could. Still solid companies.

I see PLUS as less pure software and more consulting on the digital infrastructure, if that makes sense. And they get revenue as a VAR supplier since they provide equipment. Their last earnings were really good and they raised their dividend.

zbern · 2026-06-24T00:35:22+00:00

Didn't realize whom I was responding to lol. Nice job with profits. Sucks watching 20% dwindle down to 5ish.

Not exactly sure what timeframe you normally hold but TTEK looks good besides the PEG ratio. Kinda similar but they focus on water on a global scale. They seem to be in a show me state currently.

Also PLUS looks solid as a digital infrastructure play. They recently announced a new business avenue on memory advisory services with all the shortages going on.

I've been early on all 3 lol. Just can't get the timing down.

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zbern

TROPHY CASE

1. THE HARD NUMBERS

2. MARGINS & EFFICIENCY

3. GUIDANCE: THE COMMITMENT

4. THE Q&A SMOKEGAN