SA

leomeng

I forgot to say I got SA today for January. New position. Was sweeping today so I followed. CDE I played around Covid. Made good money. Wish I had my mind set on these metals stocks earlier. CDE chart looks insane. But I can’t complain because I pulled almost 500% on Etha calls

darkfred

1. The PE fund is run by gamers who grew up on western media. 2. They saw an opportunity with the value of the US dollar and aren't really risking anything directly because the buyout is leveraged. 3. They don't care about controlling media, they care about being part of the global media ecosystem. They've been buying up entertainment properties for years and leaving them basically alone. 4. Any money they actually put in that isn't just debt instruments will go towards SA local developers. This is how they justify it politically, but is probably a minor component of the deal. I've never seen a deal that didn't have this though. Growing local industry that isn't oil dependant is a huge goal of the fund.

One-Yard9754

oh man, just saw on SA good ol' Alan came out with an article to sell Tillray now! I'm not a fan of the company and it probably will selloff on earnings, but his timing couldn't have been any worst, lol.

PaperHandsTheDip

I mentioned in another post -- quite simply. I monitor the daily to see what is on everyones watchlist. A lot of people were talking about SNAP. I did some DD & I agreed. People put stuff on their watchlist for a simple reason "I'm interested in this one". I did some SA and figured out they had not bought yet. So it really is a super simple trade. "Buy, because others likely to buy in the next few years". I was not wrong - hence the thesis played out. I leveraged that bet with options - I made this very clear. Trade the trader / sentiment / vibes. Vibe trading \*works\*. I mentioned many times in my posts I TRADE options, and I use them to leverage my bets. That's what options are for / how to actually trade them. I don't hold options until expiration. It's higher than where I bought in + exited + I am still heavily invested. I agree with the sentiment / trend "its likely undervalued". I'm an individual investor and $1m is a lot of money. If you think I'm dumb enough to hold a million dollar bet for 2+ years when there are better trades out there, you're foolish & don't understand how to trade. Investing != trading, learn the difference. Did you sell / short it? Why would you do that lol? Never bet against the crowd, that's foolish. The crowd average is the strongest signal that market is going to move up or down.

CaptainTreeman42

Gay Simulator in SA

MoneyQueenie333

Who cares about republicans or democrats they are all in the same Epistine sea pool of pedophiles! No one gives a f. At parties when they all are cut from the same SLIME! Legislate for Pedophiles SA offenders to get what Lorena did to her husband! DEMAND JUSTICE FOR OUR CHILDREN REGARDLESS OF AFFILIATION! If necessary string them up by their 🥎!

BradKooler

Will not be buying this game or any future SA games.

LMFA-Investor

$SA https://juniormining.gold/seabridge-gold-analysis

Alone-Experience9869

I find SA worth it. \~$125/yr for the first tier membership gives you access to the article and the various stock info in one place with a pretty decent interface. Plus tools to find other closed end funds, and the custom portfolio lists are very useful. I look at it another way. If for $125/yr it doesn't help me enough to make it back then SOMETHING is working...

Isthmus11

The dynamic is going to be weird because the money is mainly coming from the Saudi Royals, but from what I was reading this is still a leveraged buyout, meaning they are taking loans in order to afford the full $50B price tag. Again the Saudis are weird because they don't really always care about "getting their money back" but all the PE firm (who are also presumably putting up a big share of this money) wants is to milk EA and their IP for all it's worth and I assume there is a limit to how long of a runway even the SA royals are willing to give as they continue to pay back the loans they are taking on this deal... So yeah this could go a bunch of different ways and it's definitely not the same as being public but IMO this will probably end up in some specific IPs being spun off for absurd price tags and then after that maybe the lack of investor pressure could mean EA actually makes some decent games. Who knows.

SeaworthlessSailor

I agree with you. I condemn Biden for sitting on them for 4 years and I condemn trump for lying about the release of the files. I don’t see how this is a partisan issue. I don’t believe this current release as I believe it’s politically motivated and nothing will come of it. If it’s true they had anything to do with SA in connection with Epstein then they should be charged. Even trump. But I don’t think people are following my train of thought here.

surlywynch

I came here to say this. I was reading his articles on SA long before he compiled them into a book. If only I knew what I know now 25 years ago... sigh.

About20Monkeys

I’m sure they’re gonna be devastated by the $50 billion buyout. It’s always about the money for them. They may not have anticipated the buyer being SA but this is that they’ve been working for the whole time

WickedSensitiveCrew

Doing their best to white wash their history/wealth with spending obscene amounts of money & overpaying to get things to come to SA. Then they are expanding their portfolios before the world eventually slows down on oil consumption.

thri54

What a terrible PE target. > investors including SA public investment fund Ah, that tracks. The only thing that burns faster than oil is petrodollars.

PickleQuirky2705

If anything they'll start pushing it out for cheap just to promote how amazing SA is

IsThereAnythingLeft-

Doubt it, the demand for the best chips will just not be in the US anymore. It will move to the UK, Europe, SA

PaperHandsTheDip

hence why you gotta do a mix of FA, SA & a few other things. FA tends to dominate long term and SA tends to dominate short term. Gotta union them - it's kinda difficult to do correctly and is all just handwaved numbers. None of us really know what we're doing. I'm bloody as fuck this week - it happens.

RandomGenerator_1

NYXH Nyxoah Provides an Update on Expanded Middle East Presence Nyxoah SA, a medical technology company that develops breakthrough treatment alternatives for Obstructive Sleep Apnea (OSA), today announced the continued expansion of its commercial footprint in the Middle East, following the first successful Genio® implant in Abu Dhabi in September 2025. With its growing network of centers across the Middle East, Nyxoah continues to deliver on its commitment to expand patient access to Genio, the only leadless, externally powered bilateral hypoglossal nerve stimulation system for the treatment of moderate-to-severe OSA. https://finance.yahoo.com/news/nyxoah-provides-expanded-middle-east-201000949.html

Frozen_Shades

I had a fucked up night. Seen some mild SA (breast grabage) friends not okay had to play sentry afterwards to keep peace. 4 Maker's Mark deep already. Baked.

Bangu_Jenge0

Everything is overbought in the U.S. except for healthcare. I think classical pharma names like cvs and pfiezer are good value. But it’s tough. Also looking at emerging sectors like infrastructure around crypto hesitantly. And I’ve invested in some good SA companies like Vale, if only because they aren’t completely overvalued. Good luck. 

konrad-knox

Turbo Energy SA looks like a strong buy longterm. Those are insane growth compared to market cap

Same-Brilliant2014

SA is hip in America now

samwehl

Sam Altman SA allegations from his sister is pretty wild stuff. Can’t believe everyone just forgot about it 🤔

WeakLocalization

Doesn't SA export like 90% of global PGOs? Theyre in BRICS too, it's not so farfetched

PaperHandsTheDip

Usually I sell the leaps after I reclassify risk as "low" to "unknown / high" where that is based off sentiment. If sentiment starts to turn unknown I'll take profits and roll into the underlying company (ie: shares). See what I did with LDI. I'm watching what everyone else is doing / likely to do and trying to predict whether they will buy or sell (ie: I'm trying to predict market direction but basing my decisions off how I think other investors \*feel\*). Why?? Traders are irrational and trade off emotion. They only actually click "buy" or "sell" if they feel good or bad about an investment. If everyone starts feeling "unknown / maybe bad" to me that is a signal in itself that risks of sellers went up, so risk went up. Usually the companies themselves are fine tho -- so often I'll roll profits from the options play into the shares themselves. IE: Once I decide to exit snap (if I get a bunch of profits) you can likely expect me to move a chunk of it into SNAP shares. I do SA to determine my entrances / exits, and just blindly trust chat for FA. I do my own, but expect everyone else to as well (ie: is this a good hold or not??). Then I just get a freeroll on it -- usually it wins. I stop following it, and find another one. Basically - I'm vibe trading & it's working. More akin to playing poker than investing.

AlGAdams

Senior SA / Cloud Solutions here 1.5 decades in enterprise tech and enthusiast since a child. Quantum computing and more importantly working quantum algorithms have some use cases in factoring or calculating elliptical curves. Both of which have significance in breaking symmetric cryptography by attacking key exchange mechanisms. For these purposes quantum computing may have a benefit in time over classic binary based computing. Other than that I haven't seen many use cases for known quantum algorithms and believe the speculation around quantum computing to be a knockoff effect of the Gen AI interest since 2023.

bigdankerdoints

He can’t be president lol. He was born in SA…

yzf600r

To me, it has been worth it. Their quant rating system is very useful for quickly identifying potential winners, and they also have some great authors writing analysis on every stock. It's value comes from making it fast and easy for me to research an investment. I still supplement it with other tools, but SA is my primary source of research.

MMTGBS

You could do by yourself with AI too but here it is; 🔹 Past Examples 1. Seabridge Gold (SA) • For years it had fewer than 10 full-time employees while holding massive gold reserves in Canada. • Its role was to manage licensing, feasibility studies, and partnerships — all mining/construction work outsourced. • Market cap often exceeded $1B+ during peak cycles with <15 staff. 2. Northern Dynasty Minerals (NAK) • Operator of the Pebble Project in Alaska. • Had under 20 staff at times, yet market cap once surpassed $500M–$1B based only on resource potential. 3. Paladin Energy (early stage, pre-production) • Before scaling uranium production, they had only a lean corporate office. • Market cap surged into the billions with a very small headcount. ⸻ 🔹 Current / Recent Examples 1. MP Materials (MP) – early Thacker Pass / rare earth stages • At the time of going public through SPAC, the operational headcount was still minimal (actual mining/processing outsourced to contractors). • Market cap still multi-billion. 2. TMC – The Metals Company (TMC) • Currently has ~30 employees on paper, but manages a $200M+ market cap. • All the actual deep-sea mining work is outsourced to research vessels, engineering partners, and contractors. 3. Lithium Americas (LAC) – before construction phase • Maintained a small HQ team (<20) handling permits, financing, and JV talks. • Market cap exceeded $1–2B before serious production staffing began.

PaperHandsTheDip

sir, I was convinced it was underpriced due to my risk analysis based off sentiment. I was right. Now I'm trying to do FA like the other monkeys here to figure out PT's / direction. I was right on the SA part and I'm holding. I only sell if shit looks bad / I'm not convinced.

Stop_The_Rain

I so want to short TSLA... but too many fan boys of the SA twat!

Fabulous_Lobster

Isn't that ticker wrong? I'm seeing SESGP.XD on Yahoo Finance. For me a key issue is the quality and amount of information you get on European small caps. I took a small position early this year when European satellite-related stocks seemed like they were going to skyrocket, bought some more after some 15 days, but after a short while, I felt the trend was reversing, yet couldn't find any reliable information on the company itself and wanted to avoid getting holding bags like I have been on a small position in Eutelsat (ENXTPA:ETL/EUTFL), which looked like a nice bet a number of years ago, so I made my exit with a small gain. The stock jumped today for instance. Why and why now (the Intelsat merger was announced in July…)? I can't seem to find enough data to make SES SA a convinction play. OP, how do you manage information and risk regarding sleeper positions? Do you have enough understanding and up-to-date information on the industry to not have to account for any time invested in making sure your small bet are worth your while?

that_was_awkward_

I'm surprised he hasn't tried to reintroduce apartheid back in SA

TamaTontata

SA rallying hard off the bell

DeathMoJo

Fig, CRCL, and BLSH all had IPO prices increases prior to going live for SA.

SidonyD

humm ... Just give a look to Exail Technologie or Stif SA.

Nautis

According to Gemini: Overall Economic Growth 📈 * GDP SA (Q/Q) Q2 F: 0.5% (est 0.3%; prev 0.3%) * What it means: This is the main grade. It shows that Japan's economy grew by 0.5% in the second quarter compared to the first quarter. * The letters: * SA means "Seasonally Adjusted," which just removes regular, predictable ups and downs (like holiday shopping) to give us a clearer view of the real trend. * Q/Q means "Quarter-over-Quarter," so it's comparing this 3-month period to the previous one. * F stands for "Final" data, which is the confirmed number. * The verdict: This is a good sign! Economists only estimated (est) 0.3% growth, and the previous (prev) quarter's growth was also 0.3%. So, the economy grew faster than expected and picked up its pace. * GDP Annualised SA (Q/Q): 2.2% (est 1.0%; prev 1.0%) * What it means: This takes the quarterly growth rate (0.5%) and imagines what would happen if the economy kept growing at that same speed for a full year. If it did, the economy would grow by 2.2%. * The verdict: This is a really strong number! It's more than double what was expected and what was seen in the previous period. It shows that the growth in Q2 was significant. Different Ways of Looking at GDP * GDP Nominal SA (Q/Q): 1.6% (est 1.3%; prev 1.3%) * What it means: This is another way to measure GDP growth, but it doesn't account for inflation (rising prices). Since this number (1.6%) is higher than the main GDP figure (0.5%), it tells us that a good chunk of the growth came from prices going up. * The verdict: Still better than expected, showing the total amount of money changing hands in the economy increased quite a bit. * GDP Deflator (Y/Y): 3.0% (est 3.0%; prev 3.0%) * What it means: This number measures inflation—how much prices have increased across the whole economy. * The letters: Y/Y means "Year-over-Year," so it's comparing prices in this quarter to the same quarter last year. * The verdict: Prices were 3.0% higher than they were a year ago, which matched expectations exactly. This tells us inflation is present in the economy. What's Driving the Growth? Now, let's see why the economy grew. GDP is made up of a few key parts: people shopping, businesses investing, and trade with other countries. * GDP Private Consumption (Q/Q): 0.4% (est 0.2%; prev 0.2%) * What it means: This tracks how much more (or less) regular people are spending on things like food, clothes, and entertainment. This is a huge part of Japan's economy. * The verdict: People spent 0.4% more this quarter, which is double what was expected! This is a great sign that consumers are feeling confident and spending money, which helps businesses grow. * Business Spending (Q/Q): 0.6% (est 1.3%; prev 1.3%) * What it means: This is how much companies are investing in things like new machinery, equipment, and buildings to expand their operations. * The verdict: Businesses increased their spending by 0.6%. While this is still growth, it's quite a bit lower than the 1.3% that was expected. This might suggest that companies are being a little more cautious about the future. * Inventory Contribution % GDP: 0.0% (est –0.3%; prev –0.3%) * What it means: This looks at how much unsold stuff is sitting in warehouses. A negative number means companies sold off more than they produced (shrinking their inventories), which can drag down GDP. * The verdict: The result was 0.0%, meaning inventories didn't have any effect on GDP this quarter. This is actually better than the expected –0.3%, so it's a positive surprise. * Net Exports Contribution % GDP: 30.0% (est 0.3%; prev 0.3%) * What it means: This measures the difference between what Japan sells to other countries (exports) and what it buys from them (imports). * The verdict: This number seems unusually high at 30.0% and is likely a typo in the original image, as trade contributions are typically much smaller single-digit percentages. Assuming it's meant to be closer to the estimate, it would indicate that trade gave a solid boost to the economy. A positive number means Japan sold more to the world than it bought, which is great for economic growth. The Bottom Line Overall, this is a positive report card for Japan's economy in the second quarter. Growth was stronger than anyone predicted, mostly because Japanese consumers went out and spent more money than expected. While business investment was a bit weaker than hoped, the overall picture is one of a healthy and accelerating economy. 🇯🇵✨

agentSmartass

First renaming The Deparment of Defense to The Department of War. Then Declaring actual war against his own people, using imagery of bombing Chicago with napalm. The Apocalypse Now quote is often interpreted as a symbol of desensitisation to violence and moral detachment in war. Because that’s what he want. Desensitisation. It is all anchoring with Trump. Pushing the borders well beyond its limits every day. If he can get away with a napalm burned out Chicago, he can get away with national emergency before midterms. The plan is obvious. He has said it openly a dozen times. You don’t have to vote again. They figured that one out. There will be No more elections because you now got the best president. It’s not even following the old fascism adage «Slowly, then suddenly», it’s rocket speed every day. I feel sorry for you guys. You have had nearly a year and nothing has happened. Now protestors will be detained by SA / Gestapo. If you don’t act now, you will become Russia. And all your liberties will be gone forever.

Hungry-Square4478

All A/B quant grades at SA and a strong buy signal for 2 months+

HumidMind

SA is where I first read the case on investing in MSTR and also PLTR/ 183(18.3 post reverse)MSTR 9$ avg on PLTR. 2 x 1000%+ gains realized made me a believer. Concentration builds wealth, diversification preserves it. Indexes are for retired profits resting till needed. Gold is same nowadays.

maybesomedaywhen

There's reasons to be skeptical of this month's release. They applied a massively outsized 'seasonal adjustment' to the upside. More typical SA factors would have reported job losses. There has been no explanation for the outsized SA. BLS has a published methodology, but it's unclear how it could lead to today's adjustment. I work at Big 5 Canadian bank and our internal economics department has expressed some significant concern about it.

jrex035

As I noted repeatedly, SA sent their economy into a recession in order to cut global oil production, something I backed up with multiple sources. My argument is that they did this, despite the Biden administration begging them not to, for primarily political reasons. Because, yknow, it *didn't* benefit them economically as I've shown here. You've provided no counterargument whatsoever. Your reading comprehension is embarrassing.

GodMyShield777


Vegetable_Review4967

SES SA sattelite stocks, Eutelsat etc,, plenty of decently low PE ratios in the European defense sector and steel sector due to decades of neglect

PaperHandsTheDip

Nothing pumps 500-600%+ in a month off no major news changes (great... new ceo. Some guy comes in and its suddenly worth billions more??? Is that new guy really worth not only billions, but a multiple hundred % multiplier???)... There were also pumping bots targeting this (I see the same thing in crypto / meme coins) - which I traded very similarly. Insiders offloaded heavily *below* $1. If insiders are selling, why wouldn't I be selling for 4-5x more off no major news changes??? Also - wallstreet analysts have an average PT of ~$1. I looked at FA, SA & the chart + bot activity... it checked all the boxes for me. I took my own bets + realized profits. Truth be told I'm not 100% sure (nobody knows) but it looked veeeeeery sus to me. Sus <- make bets & make money

Puzzleheaded-Pen4413


Frozen_Shades

Is that the safe house location for all sofas JD SA'ed?

ShareholderSLO85

Meanwhile on the French stock exchange floor: Market was in an upswing mood today, like the cabaret at Moulin Rouge on a Friday night. The Baguette SCA stock soared 5% yesterday. But that's nothing compared to the PainChocolat SA group which skyrocketed, posting eye-popping gains of 10% since the beginning of this year.

ShareholderSLO85

What French stocks would you recommend that have potential? I only know Rubis SCA ... Oh yeah and Sanofi. And LVHM SA.

FUCKNOOBS

My SA

sadtraderlol

pssst hey kiddo not everyone lives in the U fukin SA

kazititu

I am new to investing , but every time I bought SA recommended stocks it went up , as for example when the Novo Nordisk stocks fall few weeks ago , SA recommend to buy it , I bough , now it is 18% up. But I am not a paid subscriber !

Commercial_Ad_9171

Dang. No better journalists than a YouTuber with SA allegations who’s wearing his dad’s suit??

Lethalmouse1

Anyone under 50 for sure.  Then after, depends how rich you are.  Look, using the S&P let's say you had 20 million net worth in 2007, you are getting $374,000/year without touching your assets.. In 2009, you have 12 million net worth and recieve $245,000 in income.  By 2014 you have 20,786,516 net worth and get $399,000/year income.  By 2024 you have $67,471,910 net worth. $836,651.  If you can live on the wiggle of 374 - 245K, then you have "no risk".  And this net worth assumes that you never bought a single new share and just kept your assets static the whole time, while living off only the income...... and this is pure S&P play, no advanced abilities.  Now, the avg household income these days is said to be about 75K.  Now if you S&P, at your standard 15% from 22 - 65, you would under today's concepts have 7.1 million.  Using 2025 income rate, which is rather low given the highs, is 85K.  If we did a similar cut, you could go from 7 million net worth to 4 Million. Your income would be maybe as low as 60,000/year.  Mind you in theory, you have a paid off house and would be making about 40,000 in SS.  So you are literally richer the day you retire than when you are working. And if you're in the "2009" category, you are stuck with making 25K/year more than when you worked. If you wait a few years, you're making oodles more.  Anyone who was late to the party, only puts in 3-5% sometimes... etc... well, they might make 75K and retire with a 401K of like, 400,000. At which point they need every penny and will eventually reverse mortgage to survive.  If you make it to half the *shoulda* number, 3.5 million, then your current low income is 42K. But again, you have about 40K via SA. And a big 2009 cut, might be like 28,000 for a couple of years.  So, really, shouldn't matter. 

Poundcake2RedVelvet

always siding with the woman, especially when they are mentally ill, is super cringe and a big reason why a lot of men don't take SA seriously. it's innocent until proven guilty, not innocent unless they are a man or innocent unless they are black or innocent unless they have a prior.

meteoraln

It's this kind of situation. https://www.youtube.com/watch?v=HdE-BZoB9SA The lemon speech from "Two for the money". Your coworker WANTS to lose his money, so he can feel alive.

DoublePatouain

i've got in my tax advantaged portfolio where i can get only european stock : Exail, STIF SA, Pexip, Avio, the rest ETF.

Ready_Scratch_1902

SA is now bull bmnr . were phuckt

EvolvingDior

Bayer AG Nestle SA Anglo American PLC BHP Group Limited Philip Morris International

Ok-Analysis4121

SA admitting AI is currently in a bubble is quite hilarious

invisiblesurfer

Things move much much slower in Europe (no idea about Korea, Japan etc) for anything like SA to make sense

Dramatic-Morning-100

It just does that. I don't see any negative news. SA says "Drone frenzy hasn't fully kicked in." So, entry point.

Critical-Clock-1900

I think technology is not ready yet, it needs too much progress. However, we are ready for digital payments; they are everywhere now, and people no longer go out with their wallets (sorry for the companies that make wallets🤣). Think about Worldline SA, the leader in digital payments, which was worth 50 billion euros in 2021.

STierMansierre

Why is it no one has suggested that Trump is intentionally wrecking the economy to make good on his promises to the Saudis? Everyone remember back when the Crown Prince of SA had a reporter killed? Kushner was around, acting as the lubricant between the Saudis and Trump. I know it sounds far-fetched, but I think there is a concentrated effort to push the US into BRICS behind the scenes, a long term slow burn plan, because the shit going on makes no sense otherwise.

STierMansierre

Why is it no one has suggested that Trump is intentionally wrecking the economy to make good on his promises to the Saudis? Everyone remember back when the Crown Prince of SA had a reporter killed? Kushner was around, acting as the lubricant between the Saudis and Trump. I know it sounds far fetched, but I think there is a concentrated effort to push the US into BRICS behind the scenes, a long term slow burn plan, because the shit going on makes no sense otherwise.

Eljefeesmuerto

Most likely SA has more credibility at this point. Can’t blame people for actually reading his posts

Odd-House5205

**Nyxoah Receives Approval from FDA for Genio® System for the Treatment of Obstructive Sleep Apnea** **U.S. Commercialization Officially Launched** **Mont-Saint-Guibert, Belgium – August 8, 2025, 10:10pm CET / 4:10pm ET – Nyxoah SA (Euronext Brussels/Nasdaq: NYXH)** (“Nyxoah” or the “Company”), a medical technology company that develops breakthrough treatment alternatives for Obstructive Sleep Apnea (OSA) through neuromodulation, today announced that the U.S. Food and Drug Administration (FDA) has approved the Genio system for a subset of patients with moderate to severe OSA with an Apnea-Hypopnea Index (AHI) of greater than or equal to 15 and less than or equal to 65.

Odd-House5205

**Nyxoah Receives Approval from FDA for Genio® System for the Treatment of Obstructive Sleep Apnea** **U.S. Commercialization Officially Launched** **Mont-Saint-Guibert, Belgium – August 8, 2025, 10:10pm CET / 4:10pm ET – Nyxoah SA (Euronext Brussels/Nasdaq: NYXH)** (“Nyxoah” or the “Company”), a medical technology company that develops breakthrough treatment alternatives for Obstructive Sleep Apnea (OSA) through neuromodulation, today announced that the U.S. Food and Drug Administration (FDA) has approved the Genio system for a subset of patients with moderate to severe OSA with an Apnea-Hypopnea Index (AHI) of greater than or equal to 15 and less than or equal to 65.

97E3LPL

Incorrect. RDDT record high was \~7Feb. It was down 40% by early March, a month before DT announced global tariffs. DT only targeted China, NA and SA in March and 2 Apr was when he announced global actions. RDDT was down nearly 60% before that announcement. [https://www.nytimes.com/2025/03/13/business/economy/trump-tariff-timeline.html](https://www.nytimes.com/2025/03/13/business/economy/trump-tariff-timeline.html)

BourbonAssassin

That is where it would get interesting because he would need congress and general support for something beyond drone air strikes. Can’t EO his way through that one. Getting support to attack someone in Europe or NA/SA would be very unlikely

brett_baty_is_him

OpenAI: https://www.reuters.com/business/openai-eyes-500-billion-valuation-potential-employee-share-sale-source-says-2025-08-06/?utm_source=chatgpt.com Netflix: Youtubes 2025 estimated revenue at $70b Netflix’s 2025 estimated revenue at $45b. Netflix trades at 11.45x revenue. If anything I was conservative. Cloud: https://www.sturodnick.com/post/google-cloud-valuation-2030?utm_source=chatgpt.com If anything I was conservative here. Search: https://www.mediapost.com/publications/article/398814/alphabets-worth-without-google-search.html?utm_source=chatgpt.com The point of my post wasn’t to say that my valuations were right or accurate. It was very much napkin math. I was more accurate at trying to get to googles current valuation and then I am just trying to point out how much Google has on top of that. If you wanted me to actually provide full reasoning and real math, I’d have to charge you for it. That type of analysis doesn’t come free. This is a Reddit post… Comment got removed for posting a SA link. Look up “Valuing Alphabet On A Sum Of The Parts Basis, Assuming Search Stops Growing” to find a better reasoned post than mine that comes to the same conclusion.

Brilliant_Builder697

Even a broken clock is right twice a day. Nevertheless, I reckon that her funds now have companies with better fundamental performance than after 2021, when she was buying based on sorting P&L from lowest to highest on Excel. A guy wrote about this on SA, and he even nailed the outperformance, although I think he was a lot lucky. He basically says that "... the problem lay in the fund's top five holdings: Tesla, Roku, Coinbase, Roblox, and Block. The root cause of its underperformance was that these companies were not performing well operationally, nor did analysts expect them to improve materially. " Also Cathie bet high on PLTR and everyone knows how that ended.

Brilliant_Builder697

Even a broken clock is right twice a day. Nevertheless, I reckon that her funds now have companies with better fundamental performance than after 2021, when she was buying based on sorting P&L from lowest to highest on Excel. A guy wrote about this on SA, and he even nailed the outperformance, although I think he was a lot lucky. He basically says that "... the problem lay in the fund's top five holdings: Tesla, Roku, Coinbase, Roblox, and Block. The root cause of its underperformance was that these companies were not performing well operationally, nor did analysts expect them to improve materially. " Also Cathie bet high on PLTR and everyone knows how that ended. [https://seekingalpha.com/article/4769357-arkks-best-setup-in-years-a-case-for-outperformance](https://seekingalpha.com/article/4769357-arkks-best-setup-in-years-a-case-for-outperformance)

stockmonkeyking

Yes to gun laws. Just because I’m about being harsher on crimes doesn’t mean I don’t want strict gun laws. Yes to police state if that means women in my life can safely walk the streets at night. I have no issues with it. As soon as I can, I’m migrating out to either SA or Singapore purely for safety. Yes it is indeed like the quote you mentioned, keep on acting liberal policies on crime and it will get better bro. California doesn’t even report half the shit anymore because of racism and what not. I don’t believe their numbers one bit. Go to San Fran downtown see how many violent crack heads you encounter. Once again, harsher punishment works contrary to belief that you’re brainwashed into believing. Works in Singapore very well, that country is ahead than US by every metric despite it being authoritarian.

Mcnuggetjuice

Losing extremely hard on Parrot SA right now. Ticket: PARRO. How are they down 20% holy shit

Mcnuggetjuice

Parrot SA

D1toD2

What is shaking up Uber? Surely it cant be the weride SA deal or the London vat tax decision? Those seem either positive or nothingburgerish

TheBarnacle63

I wrote this in an SA article. Threshold Rebalancing— James Stewart, who used to write for SmartMoney Magazine, had a strategy where he would rebalance if the market fell 10% or grew 25%. We will consider that here. By the way, I miss that magazine.

Legitimate_Source_43

Honestly, most issues in the world are class-based. If this was a low income SA situation, everyone would be in jail. Trump is clearly going to make out like a bandit during his presidential time. Look at crypto, t mobile deals and vitneam golf course deal. If i m being objective both sides are horrible in this. Pelocy been making a killing. Look at speaking/advisory roles politicians get post elections is crazy. Carlin said it best it's a club and we aren't part of it. All these folks have family/ friend circle connections. Reminds me of God father where Micheal calls out politician calling him a criminal for being a bigger theif.

fortestingprpsses

He could've not SA'd that flight attendant and not gone full MAGA to push back against "being cancelled."

LostAbbott

Haha, no.  Slaves are so much cheaper and SA is one of the biggest traffickers and users of slavery the world has ever seen.

zhouyu24

"[German Chancellor says Europe was free-riding on US BBC](https://www.youtube.com/watch?v=SA5fRV79oc0)"

pandoraslost

Holy crap I just noticed the guy IXHL appointed to the Sleep Apnea drug board a month ago was literally the President of the American Academy of Sleep Medicine (2018-2019). Take that for what you will, but it shows the company really wants to at least take is SA drug seriously. I dream of lambos fam.

pandoraslost

My tinfoil hat wants to say maybe IXHL news tomorrow? Would be exactly 30 days since last news drop when they appointed someone to their SA drug team. Maybe gave em 30 days to get situated before news drop? Probably makes no sense. I'm a nobody. 

3boobsarenice

Robinhood probably got the lead from SA

Scissorzz

I mean I assume US sells to NZ, UK, AUS or SA? I am not sure but I would guess there are some American brands there, perhaps ford. But I think most of those either have factories in those countries just using the brand.

fearednotloved

I've been following SA for years and do not think its a scam. The authors appear to pour a lot of effort into their examinations. I recently paid for a subscription to Knox Ridleys Tech Insider Network - the first advice I took was to sell AVGO before it went on to rise an additional 35% so that sucked. I'm paying $800 per year and missed triple that in AVGO gains the last couple months. To be clear - Knox doesn't "give advice", he only shares what he is doing in his portfolio. So far his trades are not impressing me. I've decided that renewal is not automatic and will depend how things go the rest of my remaining (9 months) subscription. I haven't figured out Quant yet. Quant seems to mostly indicate buying securities at what I feel is the TOP and recommends selling securities at what I feel is the bottom. Two "Strong Sells" have gone on to rise about 5% since I've sold them. The third "Strong Sell" went on to gain 9% since I sold AND is now only rated a "Sell". I suspect it will be rated a buy at some point SMH. Many of the "Strong Buys" are at or near ATH and making a move now seems very risky to the downside. SA is not a scam HOWEVER you will not get rich simply by following someone's advice. Both Steven Cress and Knox Ridley have lost me more money than I've made since I started paying for advice which is kinda hilarious. I'm a long time investor but admittedly I don't go into the depths that some of the contributors do in their due diligence. I grab a pearl of wisdom here and there. The comments are mostly useless and you'll find yourself arguing with idiots.

IsGodAgain

I'm also from SA/Brazil, so I wiped the few bucks I had left in my Schwab account last Friday and bet on $OPEN… 58% gain. Unbelievable. If I had moved all my money to the US, this could've been my early retirement. Maybe next time... next meme stock? https://preview.redd.it/b0pyhjk2j9ef1.png?width=962&format=png&auto=webp&s=08f0f3c7a6d38b412cc7c7923e8d3c9a5e83b375

Unusual-Picture8700

Ppl are using the term scam loosely, it's not exactly a scam but the content quality can vary greatly...it can be used as one of many investing resources but def not a panacea for my investing needs. There's just so many analysts, the pure amount of information can make a newbies head spin. Heres a decent [SA review](https://realworldinvestor.com/seeking-alpha-review/), but appears to be from an affiliate site.

Key-Tourist975

Thats SA not AP two diff services. Agree SA has alot of garbage.

Negative-Yesterday66

I don't know why anyone pays attention to them. It's pretty much inverse SA.

UpwardlyGlobal

POTUS already gave Saudi Arabia the cards in some scheme. SA would let China use them remotely anyway ig

jsie-iaiqhsi816278

Canada (U)SA Mexico

greenpride32

Yep - these VXUS investors are buying an index with a top 10 weighted component in Nestle SA. I'll take my VOO or QQQM with top 10 weighted Microsoft/Amazon/Google/NVIDIA.

SidonyD

I've got exail since november 2024 because they begin to get very good news. It's a "small cap", but know for good management, and look, they announce a big contract every weeks/months since march. Some foreign analys began to watch the stock and said "maybe a very rare gem ...". Today, it's 3 years of guarantee revenue because the order book is full. STIF SA : they announced big contract with Tesla, CATL, BYD and other big company for explosion protection. They bought another company in the same sector some days ago. I got the stock since January 2025 Wallix : Smallcap, but they announced big revenue, big contrat, and an hypergrowth, the earning confirmed. So i got it since january 2025. Société Générale : one of biggest french bank. Today, after inflation and rate growth, they are in strong momentum. I bought it at the end of 2020. You got Credit agricole and BNP Parisbas too. Thales : big company in defense. Very strong technologies, very famous in the sector. I will keep it for the next five years without doubt. You've got Total energy (strong dividend growth, and good stock value growth), Airbus (which is beating Boeing a...) and other french strong companies. I can talk to you about other european companies : Siemens, Siemens Energy, Commerzbank, Unicredit, Rheinmetall ...

Bulsrintrouble

The guy with dozens of SA allegations, who ran beauty pageants and wants to fuck his own daughter? That guy? I'm shocked

UsedState7381

Well, Tom is notably anti-Trump and strikes me as a liberal of the leftist kind, but SA

Electrikbill

SA (Seabridge Gold) is a Canadian stock I’ve done well with this year.

dvdmovie1

SES SA is another European satellite co, as well (+140% YTD.)