BG

KingRog85

BG Calls on the cooking oil trade = free money

KingRog85

BG calls for the cooking oil trade

Autistic-Bot

$BG and $ADM on fire today bois

Crazy_Donkies

My BG calls from yesterday are 4x.  Should have gambled more. 

KingRog85

Full port into calls on cooking oil stocks. Tucker: BG

Autistic-Bot

I only got 5 contracts for $62.5 calls on $ADM and then 6 contracts for $40 calls on $BG. Probably sell at open.

Actual_Stranger_1766

so we doing ADM and BG today?

leomeng

I finally might sell my ADM BG bags

TheInkDon1

If I found the [right one](https://www.amazon.com/Lenovo-ThinkPad-E16-Business-Fingerprint/dp/B0F143FZLT/ref=sr_1_1?crid=2S80FWCWSBH5L&dib=eyJ2IjoiMSJ9.hGAPhgHFHQ-efut2F4wPNKBKFdHvS7qfXZVD1u132LaQI1wXKhJc-ZmV1FvylI7lpm1RZKFXmG5-nHS7UVFvKY1sObUn27CYJE1pHLxwREOA5e9cafkGTQ18lBxLhtanryW14OPOTGQLugQonZg_OUcz67tU0oMH9qyIpudKhvFbe6FB0gLq_mm7taPFoADJbmR0kRr_sYYz63QEMc-r5ISkrprF0r6bsCDj89VzkdI.NmTTHid3pmXJCqM55JZIBCi9e1ulxssh4GHb5qVy3Ug&dib_tag=se&keywords=Lenovo%2BThinkPad%2BE16%2BG2%2BBusiness%2BLaptop%2BComputer&qid=1760487314&sprefix=lenovo%2Bthinkpad%2Be16%2Bg2%2Bbusiness%2Blaptop%2Bcomputer%2Caps%2C168&sr=8-1&th=1), at $900 that's way more than you need for this. Just yesterday I bought [this Lenovo](https://www.amazon.com/dp/B0CW3L5VM6?ref=ppx_yo2ov_dt_b_fed_asin_title&th=1) for $350 for my wife, and she needs enough computing power to do some high-powered Excel stuff for work. And personally, I never pay more than $300 for a new laptop, and the one I'm typing from right now is plenty to run the ThinkorSwim platform and do whatever research or charting you'd want to do.

Tommyd023

US cooking oil manufacturers Archer Daniels Midland (ADM) and Bunge Global (BG) moonshot incoming.

Tommyd023

US cooking oil manufacturers Archer Daniels Midland (ADM) and Bunge Global (BG) moonshot incoming.

goodb1b13

ADM, BG, WLMIY? Gonna dump heavily, but moon after some deal set!

xanders-dander

Cooking oil production - US public companies - ADM, BG, and CAG. I don't own any.

el_herbo_z33

$BG - Bunge

Large_Ad_5751

Well there goes BG and ADM...if only I got my calls in 3 min sooner

unibash

$BG flying after cooking oil tweet

Zzzxxzczz

Major Cooking Oil producers on NASDAQ: BG, ADM, CAG

kantargi

Loading $ADM & $BG as hedge for tonight

Zzzxxzczz

Major Cooking Oil producers on NASDAQ: BG, ADM, CAG

SEC_Agent

**Rare Earfs DD: Ares Strategic Mining (OTC:ARSMF)** Ares Strategic Mining (OTC:ARSMF) currently owns the only permitted fluorspar mine in the US. https://www.aresmining.com/ Hydrofluoric acid, made from fluorspar, is used to etch silicon wafers and is critical to semiconductor production. China is currently the leading producer of fluorspar worldwide. There is a $250M DoD contract opportunity for acid-grade fluorspar that just closed a few days ago, and the contract winner was ARSMF: https://sam.gov/workspace/contract/opp/e12226a986464110ae24dc322ff06b19/view The US government recently began an effort to secure minerals critical to national security, and Fluorspar is one of these critical minerals: https://www.heritage.org/sites/default/files/2024-12/BG3880.pdf ARSMF current market cap is only ~100M, well under the DoD contract amount. Note that this is an OTC ticker, so it is not available on RH, it must be purchased through a broker that trades OTC tickers. **TLDR: ARSMF is the sole US supplier of rare earfs deemed to be critical by the DoD, and they were just awarded a DoD contract ($250M) larger than their total market cap (~$100M).** *This is not investment advice.*

Internal_Field5970

https://printabletree.com/wp-content/uploads/Printable-Periodic-Table-Colorful-BG.png

atan030

China is "nanoseconds behind" the US, "so we've got to go compete", Nvidia's Jensen Huang said, highlighting China's progress in chipmaking and its manufacturing potential. He pointed to the country's deep pool of talent, hustling work culture and internal competition across its provinces. "This is a vibrant, entrepreneurial, hi-tech, modern industry," he said on BG2, a podcast hosted by tech investors Brad Gerstner and Bill Gurley. I rather trust Nvidia's founder and CEO an industry veteran.

Great_Molasses_4601

How do you spam so much 

Great_Molasses_4601

 "Americans"

SlogTheNog

>Guess I should throw my copy of The Intelligent Investor in the bin. Have you read it? It quite literally says broad based investing is a winning strategy as long as you have personal discipline. Hell, the forward in the version by Warren Buffet acknowledges that BG likely didn't outperform the index net of fees.

TechTuna1200

Tencent has been pretty hands-off with its gaming industry ownership to my knowledge. Larian Studio (creatir BG3) is an example, which they own 33.

NiceEfficiency157

BG 3 is really great

Murzz

BG3

dansdansy

These new Nvidia chips seem impressive. "According to Nvidia, the Vera Rubin NVL 144 CPX will offer 7.5x more AI performance than the company’s Grace Blackwell based BG300 NVL 72 system. Available late 2026" [https://finance.yahoo.com/news/nvidia-debuts-rubin-cpx-gpu-for-massive-ai-applications-150047032.html](https://finance.yahoo.com/news/nvidia-debuts-rubin-cpx-gpu-for-massive-ai-applications-150047032.html)

Common_Arm_9348

Boys, I think I discovered the best self-help trick in the world. If you're ever stressed about anything, the first thought that pops into your head should be discarded. Market tanks and your first thought is to sell, don't do it. Someone cuts you off in traffic. First thought is to get mad, don't do it. I swear dude, the first thought my mind serves to my consciousness always sucks so I always reroll the thought, like playing with advantage in BG3. It absolutely works.

Particular-Line-

Maybe not quite 1994 but definitely before 2000. This is a 1997 LE Camry https://www.edmunds.com/vin-preview-srp/4T1BG22K2VU815357/?make=toyota&model=toyota%7Ccamry&year=1997

JadedSpacePirate

Revisionist bullshit. Almost all of the anti woke tubers never said a single bad thing about BG3. Only after its success did the woke losers try to claim it as their own. It's not. Wokies don't play games.

Key_Kollection

For the record, Ive never played BG3, but I thought your point about “people wanting to play a white human male warrior” sounded a little off. [My intuition was right](https://www.reddit.com/r/BaldursGate3/s/26gnywMC6y). Elves are the most popular race and they don’t have gender statistics. You don’t main Yasuke. He’s not even an Assassin in a video game called “Assassin’s Creed”. Naoe, the other character, is both an assassin and the most popular character. I don’t care for discussions about historical sources and historicity in a game series where you speak to primordial semi-Greek gods and fistfight the pope. And what? You’re surprised a company is driving itself into the ground? Have you been around the last 100 years at all? You don’t remember Yahoo?

Key_Kollection

Cause they’re not right. BG3 (widely considered to be “woke garbage” by chuds because of the same sex relationships) sold like fucking hotcakes.

tbagholder1982

1050ti still running some games on my secondary gaming pc. Two playthroughs of BG3 so far.

wisconsinbrowntoen

BG3, Blue Prince, Animal Well All came out recently that should keep you busy for 500+ hours

Kelmos_90

I bought that on BG saxo, actually i'm in EU too (italy)

crazier_ed

Face thinking with equations in BG dot jpg

Apart-Essay9167

To kinda bring a counterpoint to number 3, it’s not like IM didn’t know what they were bidding for, it’s not like NASA said, and you, IM, you will get the hardest landing. IM1 was a similar landing site to BG1. My argument is, intuitive bid and told nasa they could land there and didn’t, firefly didn’t bid a lunar contract they couldn’t land

Firm_Bag_1584

KRMN - strategic defence BG - one of the very few listed sugar crane producers in the US

TutorCorrect3471

I know this isn’t a currency place lol but for anyone who cares about that… I am short USD/MXN and have been but even more going into next few weeks because: Fed meetings – Powell has made a point of showing independence and recognizes the importance of that to markets. He also sees the economy slowing in real time and an unpredictable tariff impact not to cut into. Trump threat to dollar – every blow to powells independence or to monetary policy, or Fed building cost overruns hurts the dollar and undermines the feds core independence Interest rate differential, carry trade will naturally push them apart Tariff boogeyman – so much of mexicos trade with US is already exempted and they’ve taken friendly tone, threat is instability politically or otherwise in MX, but unlikely (in terms of shaking up economy). Obvious risks of X-M with China and U.S. shrinking but broad reasons support Peso, health of Mexican economy generally looks good as well. All in all, I’ve been on this trade for a bit and enjoying the move, but think the risk reward continues to be in a great place. Open to any thoughts – BG

martin-life-learner

This is a great question. Investing directly in a single, non-major commodity like passionfruit is nearly impossible for a retail investor. Unlike coffee or orange juice, there's no passionfruit futures contract you can trade. Therefore, you have to invest in the 'passionfruit ecosystem' by looking at the supply chain. This is a classic 'picks and shovels' play: 1. **Upstream (The Growers):** This is the hardest part. Most passionfruit is grown on smaller farms or by massive, diversified agribusinesses where passionfruit is a rounding error on their balance sheet (e.g., `ADM`,`BG`). A pure-play public grower is unlikely. 2. **Midstream (The Processors/Enablers):** This is your best bet for a semi-concentrated investment. Who turns the fruit into juice, pulp, and flavouring? Look at the major flavour and fragrance houses. Companies like **International Flavors & Fragrances (**`IFF`**)** and Swiss company **Givaudan (**`GIVN.SW`**)** are key players that create the ingredients for big food companies. 3. **Downstream (The Retailers):** This is the most accessible but most diluted option. You could invest in companies that sell passionfruit-flavoured products, like major beverage companies (`KO`, `PEP`) or yogurt makers (`GIS`, Danone). You're betting on a consumer trend, but your exposure to the actual fruit's price is minimal. **Conclusion:** Your most realistic option is investing in the 'midstream' flavour companies like`IFF`. They are the closest thing to a pure-play on the demand for specific, exotic flavours.

True-Key-799

BG3 Npcs

Regular_Objective914

Just wait until they wave the BG check ✅

PristineDiscount3208

[You know](https://www.tampabay.com/resizer/v2/carole-baskin-with-dutchess-the-tiger-at-Q32JS3WHIRFDDP63A77BG35JLU.jpeg?auth=b83878941de55c423d39621d7dd0876ffe1cb12f6d3de94992414ef50e2babd3&height=506&width=900&smart=true)

__Lukewarm

Accept the miss and find another play...there could be something better out there, versus something everybody is gambling on. $ADM, $BG, $GPRE were great winners the last week or so after the UK and China deal comments/speculation. Trade the news, not just a ticker.

Frozen_Shades

Welp. Guess I'll just play some BG3

PersonSeenAtYourDoor

Been playing a ton of BG3 and have oblivion on deck

IntrepidFarmer5666

I had a limit set to buy BG calls last night because I saw someone mention ADM which is trash in comparison and I made bank on this stock before Stock is up 5 percent best performer in S&P so that tells you inflation is going up and you should bet accordingly 

Saeonic

I just got my ass handed to me in BG's and Arenas today... looks like the Market is gonna give me a Round 2. Pound my bunghole or unstrap the strap my guy.

superbilliam

Ummm a few I can think of currently: V, MSFT, GOOGL, BG, HON, CPB, JnJ, and KO.

RagingBearBull

Stay away from women. This is because boobies are not worth it, they cause distractions from doing stocks and playing baulders gate 3. While boobies are nice and all, BG3 is so much better

RagingBearBull

I think perhaps its the time, If I could cut 4 hours down to 1 it would not be to bad. That would give me 3 hours to play BG3 vs 0 hours

TheRationalSoul

Pane e cipolle for a couple of years I guess if I fail. BG Saxo, "regime amministrato"

HedgedogSwine

# [Sleep Joe has a 4 stage prostate cancer and you don't](https://www.google.com/search?sca_esv=40752f01340262d2&rlz=1C1FKPE_enBG1147BG1147&sxsrf=AHTn8zo_HSx1vcbBR4dCLagTleUnRS5_5A:1747630756696&q=Sleep+Joe+has+a+4+stage+prostate+cancer+and+you+don%27t&spell=1&sa=X&ved=2ahUKEwjJhM7z366NAxXTcfEDHa-HEkAQkeECKAB6BAgKEAE).

mmmpizzapies

The impact on workers, shareholders and many others needs to be emphasized more as does the absurdity of this dictate. Given their imports, this is tens of billions of dollars (a meaningful percent of their cost of goods sold is from China) for a company with near razor thin margins (their income comes from massive scale, not price flexibility). Eating this type of cost would have a huge negative impact, likely requiring the laying off or wage cuts of many many workers. It remains amazing that many, such as the guys in the All In podcast, but also more reasonable business thought leaders like Brad Gerstner (see the BG2 pod episodes after the election) referred to the current regime as the “best for business” when it has been *extremely* anti-business with the lack of any planning or even plans, extreme levels of chaos and complete lack of clarity. In the All In conversation last month on tariffs (with Ezra Klein), the only possible attraction noted by the massive Trump regime supporters was Chamath and others implying that the Trump regime offered them a specific opportunity for participating in either crony-like access or outright corruption. (Not excusing the current regime’s disregard for the constitution, rule of law or disregard for human rights, just less relevant in this specific conversation.)

greytoc

>said by u/India_ofcw8BG \- Officially a recession eh? No - that's not what defines a recession. Also - the concept that a there is a recession based on 2 quarters of negative GDP is more of an unofficial and lazy media pundit measure of a potential recession. In the US - the arbiter that is accepted for when there is a recession is made by a non-profit group of economists called the NBER. A group within the NBER known as the Business Cycle Dating Committee uses a far more complex set of measures. For example, factors like unemployment, inflation, job growth, etc. are also used. A recession is usually also characterized with higher-than-normal unemployment. The committee members are all academics from various US universities. Generally speaking - the business cycle dates are lagging - so what that means is that the committee will wait for a lot more data before deciding that a recession has started or has occurred. You can find a FAQ here - [https://www.nber.org/research/business-cycle-dating/business-cycle-dating-procedure-frequently-asked-questions](https://www.nber.org/research/business-cycle-dating/business-cycle-dating-procedure-frequently-asked-questions)

f0xinaround

Or BG

dinkmctip

The new BG2 podcast was grim for our economic future in AI. As long as Navarro is lurking around we gone.

Angry-for-no-reasons

I haven't understood the appeal of turn based rpg. They were fun 25 years ago. I couldn't get into BG3 either. But everyone likes it so.... Perhaps I'm retarded 

slaptac

The world of boardgames is getting wrecked right now. Companies that already operate on razor thin margins are getting tagged with extra $30k bills for shipping their product from china. Only a small percentage of BG companies can eat that cost and still keep the lights on. Most are shutting their doors. Some companies have paid for storage and have 10's of thousands of copies of games sitting in a metal box in china til they can afford to have it shipped over. Those that can, have started peddling their games everywhere but the US just so they can recoup their costs. It's really tragic that the board game renaissance (that has been going on since 2015ish) has reached its conclusion because Short bus in the oval office flushed all his meds.

WinningWatchlist

I'm a fan of BG3 lol, I wish I had friends who were into DND :(

bigdaddyrongregs

Puts on BG the only thing that survived the mayhem

Ok-Membership-2548

$300k down and all I can think about is how heat BG3 is.

ninerjoe

| I did initiate some long positions via calls in NVDA, META, HOOD and BG. Which strikes/expiration did you get? I expect a recovery, when is the big question.

visionarymind

Missed BG3 during its release sumhow, might visit 🎮🛑 to see if they have a used copy But isn’t it turn-based combat tho❓

SunnWarrior

Entirely true, BG (love yr screen name). In addition, looking at not just Tя☭mp but the whole P2025 gang, here’s the Merriam-Webster definition of “nihilism”. ===== 1. a viewpoint that traditional values and beliefs are unfounded and that existence is senseless and useless b: a doctrine that denies any objective ground of truth and especially of moral truths 2: a doctrine or belief that conditions in the social organization are so bad as to make destruction desirable for its own sake independent of any constructive program or possibility ===== These evil human beasts, from wacko Musk, and his grinning gang of DODGY zombies absent of any morality; to the Department destructors applying senseless dynamite to American governments, Feds and the States (denied of funds); to the abductors looking to spread terror; to GOP and MAGA blow jobs that basically support this insanity - well, THEY’RE ALL NIHILISTS. They might very well prefer to destroy the world. That’s my daily terror. What’s yours?

dasseredit

The brand is hyped and based on falsehoods that made him no different to Theranos . He went all in on Djt pre-election with very questionable activity all due to his legal cases and challenges mounting . His ego took over post election showing his true colors. He has a big international smell now and he has laid his cards out on the table and shown his attitudes towards many countries ,people overseas and in America. His margin calls on his own loans will kick in too because all his wealth is based on TSLA stock borrowings , there is a tsunami trigger point where he needs to sell and BG knows this being short . I'd say NASA will also consider what it is doing too once the toxicity becomes too great . Add law suits for his actions . Add competitors in the same space . I can see him being dismissed off the TSLA board and also destroying his wealth/life due to his psychology profile and drug use.

BroncosW

Expectation: lonely man will have AI girlfriends. Reality: I'm now paying $20 a month to play solo-RPG with my buddy ChatGPT 4.5 because it's more fun than modern video games not named BG3. Long on NVDA, AMD, ASML, META, diamond hands.

Leiforen

What he is saying is look at index funds, when the downward trend turns, then you can start buying. If you buy now you will start by loosing money. I put $4000 in index funds 17.2.2020 (or something like that), 4 days later I had a lot less, maybe $3500. But I got it back a year later. Had I used my head, I knew corona would probably mess up the marked, so I could have waited and seen what happened. Maybe the price would have gone up, maybe it would have showed, flattened, gone down by a little or like it did take a dive. They say time in marked beats timing the marked, but there is no point in jumping in while everything is going down, it will not jump back up in a day. So dont "catch the falling knife", wait for it to land before you pick it up. [Take a look at the S&P500](https://www.google.com/finance/quote/.INX:INDEXSP?sa=X&ved=2ahUKEwi894_D9-6LAxXhORAIHbuxELkQ3ecFegQIIxAb) look at the YTD option, you can see that some of the bumps go down for a long time, we wont know if this is 2000-2002, 17.2.2020, 2021 or something else. So just wait for it to stop falling :) Other then that, I agree with most of the others, index funds is a good place to start. And where I just ended up. Do 80% in global markeds, and place the last 20% in regions or fields you believe in. If you want to do stocks, I recommend taking a bit of that 20% and build an active portofolio from that. Start small. My recommendation is investing in stuff you believe in. I learned about Pokemon go from Reddit WAY before it was released, should have bought stocks. When I learned about BG3 I tried to buy some of Larian, but could not. Now my kids are getting a bit older, so I will put some money into new shit they think is cool. When I tried the GameStop hype I lost money, did not believe, but I was greedy when the numbers went up. Hoped this helped. Good luck, have fun. And remember to play safe :)

GodMyShield777


himynameis_

Highly recommend listening to [this interview with Jensen Huang by BG2Pod](https://youtu.be/bUrCR4jQQg8?si=0ri1Vh7TPYmJiqhE). It's also on Spotify. It goes over a lot of very fair questions that investors have. Like how strong their moat is, and such. You're asking very fair questions and I think it gets addressed here. I listened to it a few times because I like how Jensen explains things 😂 but he talks about the software stack/flywheel which is a key point. It illustrates why developers choose to work on Nvidia. I'd also suggest taking a look at the recent developments in AI that gives an idea of what new tech is coming out. Veo2 is a great example from Google. It runs on Google's TPUs, but it would not surprise me if other AI companies come up with competitors to Veo2 using Nvidia chips. But that's a separate story... Take a look at the latest Claude 3.7 that is really great at coding for software developers. Also, forgot to mention. There is the idea of "sovereign AI". Which is countries building data centers as well. So, Germany and France are building out data centers, for example. And other countries in EU as well. And they may use..... Nvidia (note I haven't seen a confirmation, it's just a fair estimate).

No_Kangaroo_8713

He is retiring and is providing a solid position for the next leader of BG.

SuperNewk

BG2 pod said they visited ‘someone in Omaha’ and he thinks this is the teleco build out 2.0 So yes he is saying we have overspend drastically for little gain. Whether we crash, the market can be crazy for years

PIeasure-Dom

Q1. What do you think of my investment plan going forward? I've been reading a lot through posts and guides, and I'm trying to do this right (also so I don't give bad general advice). General background/goals at the bottom. Once I understand things, I hope I can contribute, but I just started. Schwab Total $52,978.29 Schwab - Roth Contributory IRA Cash $3,473.86 VOO Vanguard S&P 500 ETF $22,192.40\*\* Schwab - Joint Tenant Brokerage Account Cash $126.34 VOO Vanguard S&P 500 ETF $27,185.69\*\* \*\*Q2. Recently, I did make the mistake, of buying voo instead of VTI. I'll correct this tomorrow by changing all of the VOO below to VTI.——————————————————————————— Synchrony Total $90,252.16 HYS $12.678.71\*\* HYS $1573.45 CD $76,000.00 which expires in 3 days\*\*\* \*\*\*Q3. Should I take almost all of the HYS and CD and put it to Schwab Brokerage VTI--85% to VTI then leaving 15% in regular HYS— instead of another CD? ——————————————————————————— Thrift Savings Plan - Military Service- Total $75,283.74 100% in C Fund\*\*\*\* But going forward, it’s set to 80% in C Fund, 20% in G Fund \*\*\*\*Q4. I wondered how I could diversify this to include international. According to the bogleheads (which doesn't necessarily speak to international), they recommend C, I, and F (or G). Does this mean I should do 85% C, 10% I, and 5% G? ——————————————————————————— Regular USAA savings account $17,000\* ish \*Q5. I plan to take $10k of this and put it into a regular HYS with 4% interest— right? General BG: $76k CD is expiring in 3 days so I want to be smart with it and re-evaluate everything.I’m 30 years old and disabled in the U.S. (not working and may not be able to have gainful employment going forward), but I have guaranteed income until I die if the US still exists (not necessarily talking about recent events—speaking in general because who knows what is ahead). I save at least $1000 per month if not around $2000 usually of this per month. I want to buy a house and retire and be able to go on 2 trips per year. I don't like risk too much. No debts. Does this sound like a good plan? Sorry for the long post, but I want to get this right and understand things better.

Salteador_Neo

Does somebody follow Bunge (BG)? It's on my watchlist for some reason and it's been drilling lately, I can only assume they had terrible earnings.

mayorolivia

BG2 said DeepSeek will be good for Nvidia

Meanboynetworks

BG and CPB so far. 😊

himynameis_

> BG2Pod - two venture capital bros talk about public and private markets mostly on tech I don't listen to them, but I did listen to their interview with Jensen Huang which was awesome. Id recommend it.

Zinko71

If these are your reasons for someone being unhinged, you need more life experience. You seriously call him unhinged because he likes diablo 4? what the actual fuck? Throw me in that group I love BG3 and Cyberpunk and all kinds of games. I'm fucking unstable watch out for me!!!! Jesus fucking Christ if you're going to bitch about something please make it something that seems like it comes from someone that has a damn brain.

CwasCard

OK. Was the Hasbro bet really so terrible? I mean, riding a big wave off of outstanding success from BG3 - YTD it’s had a pretty strong upward trend. Are these niches just found with extensive research or preexisting knowledge in the relevant field? Thank you.

Just-be-4-real

Here check out this article for growth : https://pbs.twimg.com/media/BG48ENgCEAAIDl9.jpg

ddropthesoap

Trump Nov 26th sentencing has been adjourned. https://iapps.courts.state.ny.us/webcrim\_attorney/Detail?which=appearance&docketNumber=q23XFOwZRDQ1d4LrNRdw2clqCMt/CzUoG/kRII/7Nmg=&countyId=K4i18rFVPQh5HTQ/kUoO3Q==&docketId=3Y4iKU5oHM75AtDme2cPhw==&docketDseq=T/O1YN\_PLUS\_BG65HkOeqEnpAkw==&defendantName=TRUMP,+DONALD&court=New+York+Supreme+Criminal+Court&courtType=U&recordType=U&recordNum=. I told you first before it hits Bloomberg

creemeeseason

Anyone looked into agricultural production and trading names? A lot of the names are beat down and some of the longer term forecasts are pretty bullish. I was looking at ANDE this morning, but I've seen interest in ADM and BG for larger plays.

jr1tn

I do trade futures and am not bearish on futures in general, just lumber is a special case. Grains such as soybeans in particular have been beaten down especially with the fear of a china trade war and could rally. Again I don't like the ETFs or ETNs, I am long the futures in soybeans and soymeal for 2025 harvest. I guess the stock play there is probably either the ag companies like ADM or BG or fertilizer companies like MOS or CF or farm equipment companies like DE or CAT or the railroads that carry the product. Good luck.

Caesars_Palace321

BG also big early investor in SpaceX

Slow-Information-847

I think BG wrote a $50m check to dem in the last week alone

Maximum-Course-8921

I think Short $ADM and $BG Their revenue relies heavily on producing and processing seed oils The future head of the FDA says seed oils are bad for humans and should be removed

mrdougan

We need Keith gill as a BG character

Stargate_1

That's by design, the temperature itself is no problem. You seem like the kinds of people who think temperature directly correlates to Watts of Power consumed, it does not. Does my 7800X3D hit 70s while playing BG3? Yeah. Does it also output around 70 Watts only? Yeah. Temps are not a problem, the chips are literally designed to keep boosting until thermal limits are reached.

Stargate_1

Tell me you don't actually play games without telling me you don't actually play games. My 7800X3D is the bottleneck in effectively ANY actual gameplay scenario in Path of Exile at 1440p (coupled with 7900XTX). In BG3 there are many locations where the CPU becomes the bottleneck, and Rust loves the X3D cache in general. You'ee just making shit up. In plenty of games it makes a significant difference even at 1440p

CrisscoWolf

I never had inquisition. So, I got it on sale to prepare for Veilguard, but I couldn't get into it. Although, dragon age and BG3 are different, they fill the same itch for most people. So, I think that will also play.

nesnayu

Bro Jensen is an excellent CEO if for no other reason than he hypes everyone everywhere and gets sales. On his BG2 pod he sloppy sucked off Elon, Meta, and OpenAI- his biggest customers- even though they are all completely different from each other - open v closed, zuck vs elon, elon vs Altman. Only praise. Why? To make them feel good so they buy more. What is the risk with AI? No risk! And if there is guess how we manage it? More AI! AI police with AI. And AI talking to other AI. Got a question mothercuker? The answer is AI. This is goat tier CEOing. Opposite of what Elon has been doing

FxHorizonTrading

Get yourself enough bonds in your portfolio to feel "safe". Its about your own feeling there really rather than about actual numbers 100% equities held long enough will eventually lead to higher returns, but higher volatility too For bonds Look at global aggregate, eur hedged, acc bond ETFs - vanguard and iShares comes to mind obviously, e.g. IE00BG47KH54 or IE00BDBRDM35 Gl

seekfitness

Listen to the two latest BG2Pod episodes on NVidia. One with Jenson himself and another where the hosts deep dive on what he said. This thing will go higher.

OverlandCracks

BG2 Pod with Brad Gerstner and Bill Gurley

RathSauce

You are the only person in this thread to actually engage on the topic in any meaningful manner, nice. Theres a lot you wrote, I read it and disagree with quite a bit of it but I still appreciate that you actually presented a cogent point of view. > As an aside, DEI compliance did play into their design of the game's protagonist, but that is not why it the game flopped. It's even sold a million copies, but that is little comfort given the budget and faith they allotted to it. what is the DEI compliance? That she is a woman? This is just gamergate shit man and you aren't going to convince me that Ubi making a woman lead is 'DEI'. They're half our population, if having a gendered protagonist is DEI so are all the other AC's for having a gendered lead character. > In this sense, you are right that Ubisoft finds itself in this precarious position because of being a garbage company, but DEI compromises in their product, saying nothing of their employment demographics, could be the straw that breaks the camel's back. Not going to argue with you because these are subjective opinions but I do want to reiterate something - the 'DEI' aspect is not why Ubisoft is failing. That is what everyone in this thread is talking about and it just isn't true. If they made good games no one would care about 'DEI' (Gay ass BG3, Sexless Elden Ring, Lesbian fucking lead in TLOU2). Ubisoft is failing because they haven't changed their formula in a decade, not because they are using a fictional black man as a lead protogonist.

RathSauce

you're so focused on mouth-breathing that you're repeating arguments that have already been addressed: > what was the most popular game last year? BG3, the gayest fucking game ever made by a studio with a massive DEI hiring program, so woke! > year before that? elden ring, a game that doesn't even let you pick a binary gender, so woke! > how about TLOU2 with a lesbian lead, i bet that one certainly has horrible reviews because of its wokeness? Oh, 10/10 huh.. > viewing the world through this bullshit lens of 'wokeness' is regarded beyond all belief. you're whole view is just one convenient couched statement: if i do like the game that studio was only doing fake DEI and if i don't like it they were doing real DEI. its pathetic bro

RathSauce

what the fuck are you, the mickey mouse gestapo? im holding a 35 bagger on PDD calls, why would i be in for the mouse? i'd ask the point of your message but i appreciate you being so out and open with your learning disability. what was the most popular game last year? BG3, the gayest fucking game ever made by a studio with a massive DEI hiring program, so woke! year before that? elden ring, a game that doesn't even let you pick a binary gender, so woke! how about TLOU2 with a lesbian lead, i bet that one certainly has horrible reviews because of its wokeness? Oh, 10/10 huh.. viewing the world through this bullshit lens of 'wokeness' is regarded beyond all belief but you are here with the rest of us so i knew that coming in

helpwithsong2024

Bro... https://testfol.io/?d=eJytjzFLBEEMhf9L6inWxmJqsTsQFFGOY4k7mTWay5yZuT1l2f9udAXFwspUebzw3pcZRikPKFdouK8QZ6gNrfUJG0EECECafqjVnVAgnnU%2BATA99axZsHFRiBmlUoAB62OWcoLYfYs%2BG714zj2hyZunWRFhHfsTa%2Fq4Pe%2BWAIdiLRfh4jjbGRT3X92sE9V2wRMnh3K32dGrjJwfdaDLX%2BmNh2eyNWXd3b29ud7cuXkgG0jb5xvLLkAyHB12Cf%2FeOGXW1z8ad8s7QCGC5A%3D%3D Going back to the earliest share class of VTI in 1992. It's almost identical.