AZ

Loan-Pickle

There was 1 AZ left running and AWS told everyone to evacuate it ASAP. Iran hit it on Thursday and now the region is hard down. There have been a ton of posts in the various tech subs about people’s app’s being down and they don’t have a back up in another region. Anyone with any kind of governance and control is fine as they have a DR playbook they can run. It is all the small players that don’t know what they are doing that are screwed. I have had so many people tell me that I am crazy for saying you still need a DR plan when you are in the cloud.

_hiddenscout

Totally agree. The energy thing is a legit issue, but the water thing is not. Especially if water usage is a concern, then you should be more interested in the agricultural practices. Plus, there is a ton of toxic shit in the fertilizers and pesticides that end up in the water/ground water. Also when people worry about running out of water, it's like guys, come on. I get that AZ used to the 4Cs, with copper, cattle, cotton and citrus, but it might be a good idea to start talking about should this still be the case.

sailortyx56

Nevada Air National Guard announced it has deployed a group of airmen in support of Operation Epic Fury [https://x.com/AZ\_Intel\_/status/2039172715462938753](https://x.com/AZ_Intel_/status/2039172715462938753)

asphaltaddict33

Way to cherry pick evidence that kinda supports your argument, but doesn’t show the whole picture. They have pipelines that [exit the state.](https://www.researchgate.net/figure/California-existing-natural-gas-pipelines-and-natural-gas-centers-hubs-in-relation-to_fig2_46444864). Geography isn’t keeping them from connecting to other places, that is fucking nonsense. Their choice to not connect for gasoline transport is a political constraint, not a fucking geographical one. Also, it doesn’t take being connected to the other major pipelines to have affordable fuel. Neighboring states like, NV, AZ and OR are proof of that.

AllCapNoBrake

Or just put all of the MKultra kids recruited out of UT and AZ into the same school.

cryptohomunculus

Australian bookies paying 2 to 1 for AZ against Michigan, is this good value?

Revolver_Lanky_Kong

Who you mfers got winning March Madness though? AZ taking this shit home.

apurimac777

So Elmo wants to build his own chip fab and launch 200 billion AI chips a year into space 🤣🤣🤣 Even TSMC is having a bitch of a time getting the AZ fab to run smooth and they are the fucking experts on this shit

Spicyboi981

Even if actual ceasefire/peace happened overnight the supply chain is already disrupted & doesn’t immediately recover. $5.60-5.99 in AZ for premium. $100/week if I only go to/from my office

Commercial-District1

AZ

TheHyperboley

Is that slander against my home state? AZ is the 27th largest economy in the world, larger than the UAE, thank you very much.

Commercial-District1

Who do y’all think will win March Madness tourney? I took AZ

Longtimereader69

try living in AZ where you don't do daylight savings. A week ago they closed at 2, now they close at 1. More time to go hang out with the cacti and rattlesnakes

Cream314Fan

Gas is up $1.30 to $4.59 where I’m at in AZ in 1 week, will probably hit $5.00+ by end of next week. How do I buy calls on cashiers getting yelled at about gas prices being their fault?

Late-Lie7856

$6 a gallon coming in! (AZ)

prestodigitarium

A lot of people don't run multi-AZ.

klowny

If they enabled cross-region replication anyway (not common because it's rather expensive). Almost everyone enables multi-AZ, but AZs are usually located in the same city. So one site being hit is fine and no one would even notice, but everything in the country being shut off typically is not.

vasion123

Move to AZ, it's not a thing here

wa_ga_du_gu

They do have a lot of data centers in AZ and TX

Aluna2287

Could you provide link, trying to read up more on it. Insane man!AZ here and its like 4.15 fir regular

G0RD0N_CLARK

... of the Rancho Mesa Verde HOA in Yuma, AZ

LarryStink

Do you see how steps are being taken to ensure the American economy is on the right footing if China attempts to go kinetic?  Accelerate AI spend and you incentivize a faster TSMC buildout in AZ Provide a war and you build enough support to accelerate munitions production  Start a tariff kerfufle and you get China to set off a race to reshore REE supply chains Maybe they are retarded… but have you considered what it means if they’re not?

willthiswork_89

So based on on basic math if they sell cologuard which is a commercial product for around 10m dollars the stock should in theory double in price from the injection of cash alone purely from a valuation standpoint. The sale has not happened yet but is in the works. They are confirmed at the convention You can see here [pancreatic cancer conference](https://imgur.com/a/59MA9AZ)

Axe_Raider

Otisburg, AZ

Sensitive_Algae5723

Here you go. This is a list of congressional reps who don’t take the money out of 435! Greg Casar (D-TX)  • Pramila Jayapal (D-WA)  • Summer Lee (D-PA)  • Alexandria Ocasio-Cortez (D-NY)  • Ilhan Omar (D-MN)  • Mark Pocan (D-WI)  • Ayanna Pressley (D-MA)  • Delia Ramirez (D-IL)  • Rashida Tlaib (D-MI)  • Nydia Velázquez (D-NY)  • Seth Moulton (D-MA)  • Morgan McGarvey (D-KY)  • Deborah Ross (D-NC)  • Valerie Foushee (D-NC)  • Thomas Massie (R-KY)  • Marjorie Taylor Greene (R-GA)  • Eli Crane (R-AZ) That’s it!

Syruii

My source was internal, but you can also see on the public health dashboard: [https://health.aws.amazon.com/health/status](https://health.aws.amazon.com/health/status) Specifically two of our three Availability Zones (mec1-az2 and mec1-az3) remain significantly impaired So there was only one remaining AZ that was healthy at that time, if all 3 AZs go down at once (coupled with external spans being affected) then it could have been data loss for the region if the entire region couldn't be back-uped in a different region.

Fresh_Internal_6085

Dessert in AZ wouldn’t last long..too hot..

m4verick03

I’m in NV in the dumbest county possible. Some real smart people got a .60 tax added on top of everything else, I’m not even talking about the Lake Tahoe area’s environmental tax. 3.93 at Reno Costco, 3.53 at the Carson City Costco, 3.25 at one the Vegas Costcos. Some places closer to Utah are under $3 but not Vegas despite AZ being under $3.

Torczyner

If you think the US just one tapping leaders is similar to 60 years ago I have beachfront property in AZ for you.

Eclipsed830

TSMC isn't going anywhere. The fab projects in AZ are small fabs... When they are ALL complete, less than 5% of TSMC's overall capacity will be made in USA.

Crazy_Donkies

AZ, FL, TX, TN, SC all have increases in foreclosures from people buying second homes with ARM mortgages during covid, that now are refinancing at higher rates and don't cash flow.  Good deals to be had.  Something like 2.5mm to 3mm homes.

ThatGirlWithTheWalk

Troll: to carefully and [systematically](https://www.google.com/search?sca_esv=643b356ae7ea66e9&sxsrf=ANbL-n4IwZ5AZ9Zs04FZ2KnOA7qQoYAdTQ:1771685139548&q=systematically&si=AL3DRZEBGYi62nlqbhYQysYTfnHW-HDT1kpK5FZFsVzCpsFXHYSH7Lj8R1WzvDPtxoQ6im22Dt8u_Z2lZBKqjPkB1QfW7S5pry2cZ3X6n3QBHTu3_rcOxZ8%3D&expnd=1&sa=X&sqi=2&ved=2ahUKEwjs55W76eqSAxWfF1kFHTEqELEQyecJegQIMRAi) search an area for something. "a group of companies **trolling for** partnership opportunities" * fish by [trailing](https://www.google.com/search?sca_esv=643b356ae7ea66e9&sxsrf=ANbL-n4IwZ5AZ9Zs04FZ2KnOA7qQoYAdTQ:1771685139548&q=trailing&si=AL3DRZGCrnAF0R35UNPJcgaBbCFanKmK-0LSNPB_CNs88y0klaeOoArGLw7Wh8isMpUmpZGrsun86Au0OjNDt6LJL7NGdsiXUBFrL4yHmpHXOb01zIVqTeM%3D&expnd=1&sa=X&sqi=2&ved=2ahUKEwjs55W76eqSAxWfF1kFHTEqELEQyecJegQIMRAk) a [baited](https://www.google.com/search?sca_esv=643b356ae7ea66e9&sxsrf=ANbL-n4IwZ5AZ9Zs04FZ2KnOA7qQoYAdTQ:1771685139548&q=baited&si=AL3DRZE8Uy6xRL8ZvZrZygCzBKm4m2clN-ytLZkhKrb3e09WBtT1VafiDxrC4OEROfED_Tgp8p3ORu8Qed00TuYK0bqDPDby-A%3D%3D&expnd=1&sa=X&sqi=2&ved=2ahUKEwjs55W76eqSAxWfF1kFHTEqELEQyecJegQIMRAl) line along behind a boat. "we **trolled for** mackerel"

iampachyderm

Are you aware that no GOP presidential candidate won the popular vote in a national election since 2004? Just that election in 2024? After 20 years? I’m 42 I was in my first year of college when W won his second term, mostly bc we were in a war at that time and no one wanted to rock the boat. I DONT believe the 2024 election was stolen (though many people in my life disagree) however, saying that 2020 was an abnormality when 2024 is the only NON 2nd TERM GOP president trial election majority since 1996. Dems dominated the popular vote in 1 of W’s 2 terms and Hillary and the Dems actually won the popular vote in 2016, though Trump won the electoral college. I’m 42 and there was only 1 Republican popular vote win in a national election my lifetime of voting until 2024. Just think about that. And the GOP challenged 2020 in and out of court numerous times and even hired the “Cyber Ninjas” in AZ to audit the election- they found MORE votes for Biden. Again, I don’t think any of these elections were “stolen” in the traditional sense but what you’re saying is just nonesense and you guys should know how stupid it sounds

BrushfireHalo

Whatever products Microsoft makes a competitor does better. 60% of AZ rev coming from Open AI not a good sign.

NW-McWisconsin

There's a Yacht Club in Quartzite AZ. Membership allows you to participate in other yatching club activities closer to water.

Sharaku_US

Given a choice of: 1) living under the rule of CCP 2) living in AZ I'm sure you would pick...CCP?

thereelkrazykarl

I almost commented earlier in the day but after coming across this I have better reason to. You mentioned living in AZ and buying in TN. Meaning you'd need a property manager. Which maybe you have budgeted into your #s. But do you have it budgeted for one who doesn't do their job? https://www.reddit.com/r/Landlord/s/5fT8yJ1aTy Also you seem to be looking at eviction as a number, it's a lot harder when. You have to tell someone they're going to be homeless on the real world. So are you actually ready to do that? Because they will have EVERY reason you've never dreamed of why you should not evict. Real estate investing is another sub to spend time in.

Fantastic_Credit9310

I am in Glendale AZ. I currently live at home with my father till I graduate. However, I do have a paid off 5th wheel trailer that I could park somewhere for probably 7-800$ a month. Which actually sounds really appealing for the first few years to reduce costs and try to get some more growth in place. Long story short, on the low side 7-800 and that could go up to I’d say 2500 if I decide to go the traditional route.

point2mind

Yes, I am removing exposure to American businesses, America has turned against its allies, voted in a fascist regime led by a pedo nepo geriatric. I have sold two vacation homes in AZ. Sold bonds. Divested from certain American ETFs. No, I am not “moving my net worth to EU stocks. My “net worth” does not sit in volatile stocks. Did you have a biased point to serve or were you just being a good maga bootlicker?

Competitive-Ant2876

So do you think they are over leveraged in FL? There other top state is AZ, which could roll back rec, not saying it willl but they are talking about it.

just_some_dude05

I bought 50k in Axon in 2019, sold last year at 800, made about 16x what I paid. I followed very closely. They have some issues. Their law enforcement stranglehold isn’t really. Many jurisdictions just don’t like the software. Their AI report writing system could have been great, but isn’t yet. The diving to drones and surveillance seemed like the start of the downturn. Rick Smith seems to have changed as the company grew and his fights in AZ are a huge distraction. Body Cams after George Floyd got to be huge, but in today’s world they don’t release the footage and people don’t trust it. Axon trying to move to have retail workers where the cameras signaled desperation. But below $400’is a good buy. Might take a couple of years but I think they can hit $700 again.

Competitive-Ant2876

I’m just speaking on my perspective, or the state of some mso’s. I like seeing negative and positive- to me debt is going to continue to balloon, and tax’s will continue to accumulate. How can you pay back tax’s when you have shrinking metrics? Curaleaf has the most leveraged balance sheet and truelieve is over leveraged in Florida, and their other state holding them up is AZ. That’s all I was saying

p3pp3rjack

Why do you think that MA and AZ will roll back rec?

Competitive-Ant2876

So what’s the game plan for after final rule? Wait around another 2 years or more for uplisting or safe? Wait for new states to come online, then the new growth in new states don’t off set any mso’s flat to declining rev, then those states have price compression and wala no sustained growth. And we are back to more declining rev, which leads to price wars like we are already seeing in OH, then you have to worry about tax restructure which will kill any company in a competitive market like Michigan. Then what? Why would any “smart” money come take stake in an mso, why would anybody do anything besides trade this sector? What if Massachusetts and AZ roll back rec? Then trulieve is truly cooked, curaleaf will be the next mso in forbearance & you can’t convince me otherwise. Look at the filings, look at the failed “projects” Boris tried to do the last 3 quarters, he’s talked but not walked. Listen to earnings call and look what’s been done.

1hipG33K

Considering they sold all AZ assets to Verano, as well as doing the same in 1 or 2 other states, they should have the money. Maybe this was their way to get out profitably for the owners?

Logical_Lie6478

Move to AZ big dawg

Logical_Lie6478

Hi from AZ. 78 degrees and sunny af 🌞❣️🌴

callyograndma

ABVX in buy and chill territory with huge BO rumors from NOVO and AZ, 100% premium potential and trading at the bottom of its holding pattern rn

Intrepid-Birthday-31

Respect — this is how real investing starts: small capital, real action, real learning. Stocks = compounding engine Crypto = asymmetric upside Mining = infrastructure experiment Land/solar = real security asset It’s not crypto vs stocks vs real estate — they serve different roles. Honestly, your off-grid AZ land + solar is probably your strongest asset structurally. You’re not gambling — you’re building layers.

TheVents2544

Singapore, AZ. Nice. Beautiful this time of year.

RaspberryPavlova126

No problem at all! I opened hers in Arizona at Fidelity (only choice for AZ self managed).  The investment choices available to me were limited but actually fairly varied (target date funds, some blended funds and even a “bank portfolio” - I guess for when you need to de-risk right before college starts?).  I went with 50% S&P500 (VOO equivalent) and 50% “Large Cap International” - not quite VXUS but the closest they had. I might add a small cap component, not sure yet. But! Pertinent to you! I suggest you do some specific research before opening the accounts - because state rules differ and you are not limited to your (or the beneficiary’s) state. If your state offers a tax break - then just google how to open a 529 in your state. If it doesn’t, you might want to check out something like this (or just google “compare 529 plans by state”): https://www.collegesavings.org/529-search-and-comparison

wolvendael

So this is gaslighting 101 by a VKTX baggie. No stock has a bigger cult following than VKTX. How many times have you heard of ALT? My guess is few and far between - hence it doesn’t pass the smell test that it has a cult following. ALT does have a few followers who objectively look at very good science and differentiating factors that continue to be ignored by WS and bashed by competitors. The truth about pemvidutide: it’s a 1:1 glucagon to GLP agonist, which skews it less towards max weight loss (-15% in its straight obesity trial) and better suited for MASH. It had its phase 2 results (which weee excellent) published in The Lancet, has late-breaker podium presentation at the largest hepatology conference in Nov, receive BTD from the FDA for phase 3, has a new commercially-focused CEO, and is now likely in talks with a partner. Yet it barely sits above cash value. That is what ALT investors are focused on - the mispricing or deliberate suppression of the share price. The competitive landscape favors pemvidutide: it has the classic MASH and fibrosis response of other drugs in its class, but it has BIC tolerability. This is what matters most in MASH: staying on the drug. Hepatologists and GIs have repeatedly said that they are not chasing weight loss. It’s nice to have, but GLP1s that have 10-20% diacontinuations (like survodutide) are not going to be prescribed. Patients have a serious liver disease and have to remain on the drug. Pemvi has <1% tolerability, mainly due to its EuPort construction, which slows absorption and decrease max concentration. This is a large differentiating factor for pemvi. After that, its results with prescriber-preferred noninvasive tests (VCTE, ELF, PDFF) were so good and statistically significant that the global head of MASH for Lilly called them “beautiful” at AASLD conference in Nov. and now FDA is moving away from biopsy and allowing NITs for pivotal trials - right at the perfect time for ALT’s p3 design. ALT bulls aren’t trying to convening you that pemvidutide will be the number 1 drug of all time, or that it will replace all other MASH drugs. It’s simply that pemvidutide does seem poised to capture a lot of the market, has been derisked due to FDA BTD (conferring a historical 80% prob of success from a Jefferies analysis), and that every other drug entering p3 in MASH with good data and BTD has been bought for $3bn to $5bn. It’s a hot field. There are many legacy players with no presence - including GSK, AZ, PFE, and many others looking to get into the MASH field. ALT longs would simply like to see the company rerate to fair value. It’s certainly long overdue.

TheHyperboley

AZ

TheBrokeMillionaires

Sorry meant to say *book. I'm bad at not proof reading before I post. Here's the link to the book. For AZ they hold an online auction February. Other states do it differently but I've only done the AZ ones. https://a.co/d/9oqR5CO

ChaosRevealed

The state of the art has already moved on. Taiwanese fabs are 2 gens ahead of those in AZ.

usa_reddit

Hope Samsung and Intel get their EUV (Extreme Lithography Machines) for their chip plants in TX and AZ already or costs for chips are going to go even higher. Time to buy more Semis.

graps2

Weren’t we already supposed to have an AZ plant? Wasn’t it announced in like 2022? 

Eclipsed830

>TSMC fab in Arizona has been producing wafers at higher quality (lower defect rates) than even the fabs in Taiwan (node equivalent). Obviously. The TSMC fab in AZ is two generations behind what is current in Taiwan. They make mistakes in Taiwan, and then by the time it gets to AZ, it is a mature node. 

ViriditasBiologia

I know the feeling, shit was so rough, thank god I moved to shithole AZ, just kidding, I'd take all the chargers going to LA to live there again, fuck AZ.

zedk47

There are a lot of companies smaller than AZ in the Nasdaq 100

lurker512879

its on Intel to improve their fab output quality. if China takes Taiwan, companies that relied on TSMC are going to be looking stateside - their fab in AZ isnt finished yet.. Intel has to increase quality and output quick (if they did their stock would be higher and it shows) Samsung and Texas Instruments, Global Foundries, Micron could step up too

zedk47

Why AZ got kicked? Because they're not American?

Ok_Cry7572

Phoenix, AZ (JAN. 07. 2026)- Waymo has driven onto the Metro Rail tracks and trapped itself in the rail line. Passenger escaped and darted across roadway. But but but it's a tesla competitor lol

bearwithme23

are they still going for like 22k in AZ

Reasonable-Carrot-15

Go find out how their Fab is doing in AZ.

Pabloescobar619

I have oceanfront property in AZ if you think its only Right Now..... Corporate America had zero concern about anything earth or humanity related... their only goal is to increase profits so they can justify their jobs to shareholders... It would be awesome if I could tell you all we had to do is put our investment dollars into the few good companies in the world... Sadly Black Rock and Vanguard already own our asses.

Sharaku_US

Calls on INTC & GF. Also BTFD on TSMC. You didn't know the CIA has every single top engineering talents' name from TSMC on their list of evacuation plans when the PLA invades Taiwan? Who do you think TSMC has been sending to AZ in the thousands despite the local government complaining those jobs were supposed to be for Americans? Google the complaints that Arizona had against TSMC the past 12 months and the number of E1 visas granted to TSMC employees.

Moon-Monkey6969

Bruce Arians ( Former AZ Cardinals coach) would say, “No Risk it, No Biscuit!” It’s my philosophy too. Except I say, “ scared money doesn’t make money!”

versello

Does the AZ fab handle manufacturing and packaging?

idratherbgardening

TSMC has a giant chip fab in AZ now and getting bigger. And the machines all the best chips are made with are from a Dutch company fwiw.

studiotec

What got me bullish was how they are expanding hubs. Building up a record in Texas and expanding to AZ next. I see regulatory being the biggest hurdle, but I can see them spreading in the SW, eventually having routes stretching from FL to CA.

DopeBook

If you are looking for the largest established miners, NTR is the largest for potash with six mines in Saskatchewan. FCX is NA’s largest copper miner with its operations in east AZ. FCX will report earnings on Jan 22nd.

Prestigious_Suit_202

i live in Phoenix, AZ. bought in 2019 and refinanced in 2021 and got 3% interest rate

Ok-Range-3306

why does anything exist in arizona then? come on now, its not a big of deal as you want it to be. if AZ figured it out, so can the saudis

IllBuyYourCar

“DJT WON” on an American flag plate is perfect. Even better on the out of state AZ plate

drunklifter112

TSM they are supplying everything have 2 fab facilities being built in AZ

fe2sio4

Freaking iOS private relay keep putting my ip in AZ and now I can’t visit pornhub

pork_fried_christ

Are you in the north east? Every single mature cannabis market in the nation is seeing massive price compression. Like 20-30% declines YoY in every major category. MI, AZ, CO, CA, OR, WA…. And the progressions have been very similar. In some states, it’s not even just declining dollar sales, unit sales are also decline which shows deeper cracks in long term demand than just falling prices. This isn’t an opinion, this is what the data shows all over the country.

Consistent_Mood9238

I'm seeing more and more of these on the road in AZ.

OtisB

EVs don't have some of the commonly replaced parts like oil filters, air filters, serpentine belts, etc but your "nearly no need" statement is not accurate. People who own EVs can still replace wipers, brakes, cabin air filters, lightbulbs, etc. and many other things that AZ sells. Not to mention many of the car care products they sell like wax, tire polish, floor mats, headlight polishing kits, and a bunch of other things I'm not thinking of right now.

Opening_AIx

Probably chose AZ because of less regulations, tax breaks, cheap land, "clean energy" with solar, etc. Plus CA is getting too expensive and has more regulations. Azure is still a beast when it comes to the cloud despite MS AI being crap, or so I've heard. MS is too embedded with their office suites of products. It's still the 800 lb gorilla that the only contender is Google's office suite by a long shot.

IslandExact429

AZ is a vibe I still remember Bikini Beans Barista

JustSellitAll

70's in AZ they all crazy

FarrisAT

Freeways started in AZ, SF, and Austin.

peterpeer9

Fat FIRE - $7500/mo in expenses, $2.5M port, 3% safe withdrawal rate, living in a gated community in Flagstaff, AZ Lean FIRE - $100/mo in expenses, $32K net worth, living in a gated community in the dumpster area behind the local Wendy's # You Can Retire Today™!

Swearwolfofwallst

- We're now aggressively not vaccinating in the US. - Trillions in student loan and credit cards with high and rising default rates for consumers - Commercial real estate will never recover from remote/hybrid work, trillions and trillions there that has been patched, bandaged, drug out for the last 5 years. - US IT sec is a joke at a federal and corporate level and is being actively dismantled to allow russian and other actors further in; soft but absolutely critical infrastructure targets like utilities could pretty much stop the nation - The colorado river's two largest lakes that feed AZ, NV and CA are at 29 and 32% capacity and the pace of loss accelerates with each year as climate warms, populations grow and corporate exploitation continues unchecked. I'm hoping Canada invades.

Boris_The_Unbeliever

I'm well aware that TSMC is building in AZ - and that's fantastic. But Intel is the only choice if you want domestic leading-edge nodes at scale - not some 30k wafer per month of 4/3 nm.

Little-Appearance376

The one week I’m not looking at the markets because I’m on vacation in AZ and it’s a green market. BROTHA :(

_hiddenscout

Water thing really isn't true from what I've seen. Power is an issue, but water really isn't. [https://www.construction-physics.com/p/i-was-wrong-about-data-center-water](https://www.construction-physics.com/p/i-was-wrong-about-data-center-water) In most cases, water usage is pretty dumb anyways. For example, in AZ like 75% of the water goes to agriculture: [https://www.azwater.gov/conservation/agriculture](https://www.azwater.gov/conservation/agriculture) >Irrigated agriculture is the largest user of water in Arizona, consuming about 74 percent of the available water supply. In the past, this percentage was as high as 90 percent; reductions have been the result of both urbanization of agricultural lands and heavy investment by the irrigated agriculture industry in conservation measures both on-farm and in delivery systems. 

aew2019

Someone please press AZ-5.

ElmoLovesGrover


vmanAA738

Dillard's is an unusual stock. 1\] It's very closely held by insiders which as a mature company is unusual. To start with almost 40% of stock is controlled by Newport Trust Co. which is a provider that provides institutional fiduciary/trustee services and operates institutional retirement/benefit plans. In Dillard's case Newport operates the employee and associate stock ownership trust for Dillard's, so all of the shares in this bucket are controlled by Dillard's employees/management. Roughly 25% of stock is controlled by Dillard family members and senior executives who all work and run the business. So at minimum 65% of the company is owned by people associated with Dillard's, not investors, institutions, or external others. This makes it closer to a private family enterprise that happens to trade publicly than a true public stock. Dillard's people have great control over the stock and thus have operational/voting control. No real external governance or activist pressure/potential for activist engagement. They call the shots that move the stock, not the public or the analysts or institutions. The float of the stock is small and it's not a very liquid market. 2\] They have engaged in successful financial engineering to make the company a cash-harvesting control machine. A lot of capital and free cash flow is re-allocated to Dillard's stock holders. They have retired 25% of the entire Dillard's share count since 2020 with buybacks. In 2014 there were 60 million shares outstanding. Today it's 15.6 million shares outstanding. This mechanically drives up EPS and you see it in their quarterly/annual reports where they're always beating on EPS. They also pay humongous dividends, which rewards the Dillard family and the Dillard's employees/management who own the stock with either substantial cash or more shares. From 2020 to today, they've paid out a cumulative $98.70/share in regular and special dividends. (Largely through an annual year-end special dividend they declare: $15/share in 2021 and 2022, $20/share in 2023, $25/share in 2024, another will be declared this year following their pattern) 3\] On the operational side, their store business has flat to low single digit growth but with very high margins (38-39%) which generates the cash for their financial engineering. They also operate in many secondary markets, smaller-mid size towns, and rural areas where they have less competition and where online shopping still has some challenges. Some examples include their stores in Lake Havasu City, AZ; Farmington, NM; Longview, TX (where they just bought an entire mall in August); Victoria, TX; Marion, IL; Paducah, KY; Meridian, MS. They also own 93.5% of the real estate their 272 stores operate out of \[stores, land, and parking\]. This not only gives them control and hard assets but also helps them with their cost structure (no lease expiry or landlords raising rent on renewals or landlord taking cuts of sales, they have more predictable and lower operating costs given how long they've been in business and likely owned the real estate). All of these things combined with seemingly competent retailers in management has allowed Dillard's to succeed over the past few years.

Prestigious_Suit_202

you should move to AZ, its only 11am here

OptionsHuduga

the blade in AZ. what a warm place.

Joeness84

The released files were done by the GOP this was 20k pages of some 300k total. These were their hand picked , "looks it's a nothing hamburger" files, and it's full of this much bad stuff. The AZ rep voting to release the files is a different release that hasn't happened yet

Content_Advice190

[$ARRY](https://stocktwits.com/symbol/ARRY) ARRY Quick Update – UBS Upgrade + Upcoming Investor Meetings 🔥 UBS just raised its price target on ARRY from $9 → $15 and reiterated a Buy rating. UBS says ARRAY is well-positioned to benefit from the upcoming wave of U.S. utility-scale solar demand driven by AI data-center expansion, and they expect continued strength in the order book. 📅 Upcoming investor events to watch: • Jefferies Fireside Chat – Nov 19, 2025 (Virtual) Speaker: Kevin Hostetler (CEO) Usually a key sentiment driver — tone here can move the stock short-term. • UBS Global Technology & AI Conference – Dec 3–4, 2025 (Scottsdale, AZ) Speakers: CFO + Investor Relations team One-on-one meetings with institutions → often where real momentum shifts. These two events + the UBS upgrade could act as near-term catalysts if management stays bullish on backlog, APA integration, and 2026 margins

Content_Advice190

# ARRY Quick Update – UBS Upgrade + Upcoming Investor Meetings **🔥 UBS just raised its price target on ARRY from $9 → $15** and reiterated a **Buy** rating. UBS says ARRAY is *well-positioned* to benefit from the upcoming wave of U.S. utility-scale solar demand driven by AI data-center expansion, and they expect continued strength in the order book. **📅 Upcoming investor events to watch:** # • Jefferies Fireside Chat – Nov 19, 2025 (Virtual) Speaker: **Kevin Hostetler (CEO)** Usually a key sentiment driver — tone here can move the stock short-term. # • UBS Global Technology & AI Conference – Dec 3–4, 2025 (Scottsdale, AZ) Speakers: **CFO + Investor Relations team** One-on-one meetings with institutions → often where real momentum shifts. These two events + the UBS upgrade could act as near-term catalysts if management stays bullish on backlog, APA integration, and 2026 margins.

Opening-Witness1785

Exceedingly rare, but I can confirm. Both PACS and Ensign have at least one building each that pulls in $1MM+ in EBIT. One in CA, one in AZ.

ministryofchampagne

Johnson still would have to call the house back into session and swear the AZ rep in. That isn’t a maga priority

quell3245

There are 213 Dems and 217 Republicans in Congress. They currently got 217 total yes votes (both democrats and flipped Republicans) but failed by 1 vote a couple of weeks ago. You swear in the dem congresswoman from AZ the vote passes, you also swear in republican congressman as well from TN vote still fails; hence why they want to potentially wait until Dec 2nd to swear in both at the same time.