DB

GeeBee72

Tough guy Trump backs down. Again. He's such a tough negotiator. You just need to sit across the table from him and not respond to him while staring at his luxurious golden hair and watch the trickle of sweat roll down his face until he caves in and gives you everything you want. Of course he'll then just refuse to pay for whatever it was you were making a deal for. Looking at his financial statements and the horrible interest rates he got from DB to finance his properties, I can now understand why his interest rates were so high compared to others.

I_worship_odin

Japan was an export economy that had their exports halved over night. They’re retirement plans are also overwhelmingly still DB instead of DC, which reduces individual investment into their stock market and drags on the financial performance of their companies, especially with their aging population.

Paul_Robert_

Ikr? Fuck MongoDB, relational DB is where it's at!

4Inv2est0

Terrible, but as long as they have that cash balance they can buy most of the industry if they want. Imo the issue is that after they buy the first one, all values go up betting on who is next. For example, let's say CRON buys OGI, the value of LABS, LOVE, DB, TLRY, VFF would likely go wayyyy up, with investors thinking they would be next to be acquired.

_hiddenscout

Pretty much all these companies are the same thing. They basically offer some type of ETL service that moves your data, from more than likely, an SQL DB into some type of data warehouse, using the star schema pattern. Once there, they all offer their models and ways to run analytics on the data. I think the thing from them is just they are well integrated into the DoD and trying to go more commercial. But I agree, there are tons of other companies that do what they do.

OompaLoompaHoompa

No, ByteDance is a Chinese company, in China. He was just saying that he is Singaporean and that he has no ties with the CCP. I call his bs. As long as he's earning RMB, he is in the palms of the CCP. Also, It's so easy to access DB servers and transfer data. I don't know what point he was trying to make with the "The server is in another country" argument. Like bruh, you just need the right credentials to punch firewalls and log into servers. It's not that hard.

Wild-Cow-5769

And guess where China gets 90% oil from. https://www.reddit.com/r/StockMarket/s/2DB3mqrqzq

Wild-Cow-5769

That news is old…. https://www.reddit.com/r/StockMarket/s/2DB3mqrqzq

praxxxiis

Then you look into the DB and it’s only one table appended with a 160 columns and thousands of duplicate rows.

nubtraveler

They hired an AI instead, so we get huge emojis, menus that appear outside the viewport, slow DB queries, and probably some vulnerabilities that are still undiscovered. PUTS on this garbage

dirtsquad1

I think you are talking about the video he put out of him watching Harris dnc speech https://www.instagram.com/reel/DB0BxHvRzgS/?igsh=MW5ycWo0ZW92dWR0eg==

TrophyWifeAspiration

If you bought $1000 worth of mongo DB 5 years ago today you would now have $1025

BoostMobileGuy

DB gaining customers, SB loosing I think

Weary-Simple6532

yes, one should always have balance in a portfolio. the cap is subject to change...last couple of years it was 10% but i've had 13% too. limit on upside for downside protection is what I and may retirees want. The stock market gains are unrealized...what goes up can go down. it's been trending up (good as I have $$ there too). But the gains inside your policy become the new basis. year after year. always up and to the right. no going back. But one thing Insurance provides is a death benefit tax free, accelerated benefits for long term care, crticial care, disability (i.e., don't need to sell anything and incr tax to pay for care). keeping it in stocks is risky for retirees..in down markets when they are taking money out, they have a much steeper hill to climb to be made whole. You can access part of the DB for your medical needs in your final days. You can see it as glorified savings account but unlike a savings account, i don't lose any interest to taxes. But where else can you get 10% return for no risk? As for the $$, you can borrow up to 90-95% of your cash value. you have to see what it is. the way to look at policy loans is that you are using OPM...netting 5% or up to whatever the cap is may not be a bad thing..esp if you don't have to pay the money back. your cash in your policy CONTINUES to grow. Eg, you have $200K and borrowed $100K electing for leaving cash in index fund. Your cash value for that year increased by $20K at 10%....in your account. the 5% interest charge is separate and does not interrupt compounding...You can elect to pay back the 5% interest or just wait until you die when everything then gets settled. you still come out ahead. Hard to explain here but look up policy loans in IUL And no, the loan is never recalled...if the policy lapses, they take the cash you have and net out the loan and the interest. It all depends on your risk profile. you seem to be more prone to risk and put the $$ in the market. As people get towards retirement, their thinking is different...they can't afford to lose what they've built up...they don't have a runway for recovery...no guarantee it will come back.

SadOrganic

Danske Bank has recently acquired a significant stake in SUNation Energy Inc. According to this Schedule 13D filing submitted on April 16th, Danske Bank disclosed ownership of 1,216,269 common shares of SUNE, which represents approximately 5.9% of the company's outstanding shares. Perhaps recent significant price drop of SUNE is considered as an investment opportunity by DB analysts. Who knows... Looks like they have some faith in it.

phatbob198

Considering that their comment said they closed their position Monday morning for a loss, I wouldn't exactly say they were right about price movement today. https://www.reddit.com/r/weedstocks/s/AX78DB5KCV

Ok_Rabbit_8808


TheBleachDoctor

It's both. He's sinister and stupid. The sinister part is him privatizing the government and stripping it for parts. The stupid part is that doing this will make everything he just stole and looted worthless. In his mind there's no problem with doing this because he thinks he's done this kind of thing before, but before it was like he was DB Cooper using a parachute to flee the plane with his ill-gotten goods. Now it's like he's also ripping apart the parachute with delusions that he can sell it for scrap when he lands safely, which he never realized he needed the parachute for.

canuckle88

https://lh3.googleusercontent.com/proxy/hnCKG8-V_N_yz1APb6AviMi-HxBgz6d_o3-grYM8F3oKx_jN0kDDxr_UxOnnRPThs4Vma5oIxiwyIu6BSlzBXOD9XYzsmJbT3TW3C8wYNcUNXVAzYsKqM05DB-wDNhxApvTR2RvSRVCEm-9EvqkpW17Lzncr

w0ke_brrr_4444

Haha it’s a nod to the parks and rec episode where Fred arminsen plays a dictator from some made up Eastern European regime and alll he says is that ppl go to jail for ridiculous reasons https://youtu.be/eiyfwZVAzGw?si=6o4DB_YeC_QBx56Q I’ll see myself out. I guess I’m just too old for this sub now.

FailBrilliant8531


OneMoreAstronaut7

Can we all just stop listening to this DB? Maybe he’ll go away.

Ok-Analysis4121

In football terms, the today's market is a cover 3. Only allowing small gains. Only way shorts score is if a DB falls (aka Nvidia)

prayersforrain

Some of the largest logistics companies in the world are freight forwarders. DHL, Kuehne & Nagel, CH Robinson, DB Schenker, Expeditors. I work for a sub of DHL that specializes in a single commodity.

ElDinoBambino

You have to also remember this guy has effectively defaulted on his own personal business debt six times even before he became President. Defaulting has worked very well for him over his life - less so for DB, Citi and various contractors.. He also made some alarming comments recently regarding US debt at the Super Bowl. "We're even looking at Treasury. There could be a problem-you've been reading about that, with Treasuries, and that could be an interesting problem because it could be that a lot of those things don't count. In other words, that some of that stuff that we're finding is very fraudulent, therefore maybe we have less debt than we thought of. Think of that!"

Egg-Greg

FDIC is a good point, seeing DB go -10% on Friday was bleak though. JP has also been getting rinsed over the past few months, last 4 weeks especially. It’ll be a real test if this becomes a prolonged circus.

johannschmidt

What do you guys think about puts against certain banks? STT, BK, and DB all have >97% of their deposits uninsured. CATY and ABCB all have >300% uninsured deposits compared to their liquid assets. If people get spooked and start bank runs, they could collapse pretty quickly.

Egg-Greg

Euro stocks in free fall, it’s happening oh my god  global DUMPCON 1 event is now in full swing, cash run will be next and then it’s all truly fuk  banks have to be near their limit just from the euro selloff - DB down 10% 

ExDiv2000

I take warnings like this very serious. I am not a us citizen but i can imagine that Banks and investment houses are somehow legally oblidged to give a proper assessment to their customers based on fundamental analysis. Facts. And if they would fantasize something they would get sued to the ground if people lose lots of money. Just like 2008. Simple as that, but my personal take. So there has also been a warning by DB….

Airhostnyc

Idk any federal workers just getting paid 75k after years on the job. The average salary is over 106k just according to online. In order to even afford to live in the DMV the wages are higher. 75k will be entry level not even hirable by FAANG. You are right DB was changed to FERS. Pension, 401k, social security combination. So 100k salary gets 27k from the government, plus SSI and then their own 401k contributions and matches. Not everyone can work for FAANG. It’s extremely competitive so I don’t like personally using that as a standard. If most people had a choice FAANG or anything else including government they are picking FAANG.

DJMixwell

They don’t have a DB pension, but they do have employer matched 401k contributions. Not having a pension doesn’t account for making 7 figures in some roles. Hell even mid 6 figures is still *way* ahead. Like, if you spend your career in the public service and make ~75k, from what I can find the government pension will pay you 1560/month. That’s peanuts. You contribute to that pension as well, it’s not free. You also get social security, I believe, which is another ~$1,700. It works out to like $40k/yr. But everyone pays into that anyways. Both of these are set in stone, too. No real way to squeeze anything more out of it other than earning more money in your career. Assuming you retire at 65 and live to ~85, those 20 years of retirement only pay out 800,000 between the pension and social security. Less than a years salary for some FAANG jobs. To save that much over your career, you’d only need to invest like $900 a month for 25 years (at a conservative 8% return) if you start from zero. Which is more than your contributions, yes, but would be basically negligible if you were earning even a relatively modest 6 figures. By comparison, FAANG has employer matched 401k varying from 50-100% matched on various amounts between ~14k and the IRS limit. So to achieve the same pension result above, you would only need to invest half as much since most offer 100% match to start. And you have the ability to earn *far* more. Facebook for example will match 100% up to 14k. So if you can spare 14k, you have 28k invested per year. At the end of a 25 year career you’ll have 2.1m at the same 8%. Not sure I’m seeing how that balances out against the pay for public sector work….

Chemical-Ebb6472

Sorry guys - it was only half of the country that cased this mess. I, a retired banker who started up a new Surety, Trade Credit, and Political Risk operation and partnered with the World Bank, never voted for him and tried to convince others not to. I was also born in Queens and financed real estate out of Manhattan back when Trump still pretended to be a developer - and every bank I knew had him on an unofficial "DO NOT LEND" list. Donnie was born into a half billion in today's dollars and rode a limo to kindergarten in Queens. Despite his problematic quirks, Lil Donny's dad was a legitimate, profitable, RE developer in the boroughs who knew how to work with his creditors. Donnie was the soft, spoiled, brat dad sent away to military school. Donnie wasn't tough where it mattered in NY. He never got into a street or bar fight. Always had daddy's protection when he went out to clubs. Dodged Vietnam, etc. We always knew he was a fake. He proceeded to repeatedly choke on that silver spoon while fucking up business after business until he was on that do not lend list. Yes, many individual scions of wealthy NY real estate families are idiots, and everyone is pushing right up to, and a little beyond, what is legal, but most worked with their bankers when the shit hit the fan (as its bound to do). There really is no coming back from that Character flaw once you completely turn your back on your creditors, more than once, without trying to work things out. No banker wants to lose their career to a repeat offender. So banks (beyond DB Private Wealth) cut him off for decades and more recently the lion's share of the Surety market wouldn't bond him. He was eventually realized he was done in the development game and turned to Scam Universities, shitty product carnival barking, and money laundering for oligarchs. The only thing that brought him above that cesspool was (a) TV producers, (b) DB bankers looking to mange his family money - not RE lenders, and (c) the stupidity of the American voters - twice. Half the electorate either didn't care to know or knew but didn't care. Many of us tried in 2024 and we will keep on trying to stop this dumpster fire going forward - we will be friends again.

notextremelyhelpful

Options data is expensive because there's SO DAMN MUCH created on a daily basis. Literal pedabytes a day. You need to be more specific when you ask for Greeks, OI, and prices. Do you need historical data? AFAIK, you can't just download historical option data from IBKR. Although you can create a program to scrape real-time data and store it in a DB. Plenty of people do that with their API. Also, any "free" option data is likely not going to be clean or accurate, so take that with a grain of salt.

EQN1

R8 / DB11 , no no my friends- buy cheap home property thats what you do -

InternalVolatility

Fuck R8, bro could have bought a mint condition DB11

Impetusin

I’ve done an Oracle DB conversion for a very large government project and it was the biggest nightmare of my life. It was like giving a middle schooler a project only someone with multiple PHDs can make sense of. I flubbered through it and no I can’t remember how I did it.

dayofdefeat_

Oracle is also a very good product, especially the newer fusion apps and 23ai DB. It's the default enterprise data platform because it's the best enterprise data platform.

mikeoxywrecked


TurquoiseKnight

Oracle, like MS and the others, get their hooks into a business and suddenly they can't operate without it. And converting to another DB is an absolute nightmare. Ball and chain economics

-virglow-

Sounds like you don’t know what start means. Here’s a nice guide from Tesla to help you. https://www.tesla.com/ownersmanual/2017_2023_model3/en_us/GUID-E75DB1EC-A705-4784-9983-DE677D1BF7C1.html

lawlietskyy

Just give me a DB9 I'm happy aye

fn_gpsguy

I gather that this person has a defined contribution plan. Their retirement benefit would be based on their contributions, the employer match and how the employee invests the funds. With a defined benefit pension plan, the benefit is typically based on a formula, like years of service x a multiplier x average salary (might be something like highest/last 3-5 years). In this case, the pension plan decides how to invest the funds. Often times folks with a DB plan will supplement it with another retirement plan, like a 457b (similar to a 401k).

Indiusa

I keep buying Mongo DB after earnings

Chonan_Akira

[Don't worry. You'll be fine.](https://i.dailymail.co.uk/i/pix/2015/02/19/25D31DB800000578-0-image-a-41_1424357804715.jpg)

ALMessenger

Bah, they have a very nice DB

Indiusa

At this moment I am betting Mongo DB to go up

CoolWerewolf

BREAKING: President Trump is considering an Executive Order to establish a Bitcoin Strategic Reserve as soon as tomorrow, per Bloomberg, DB.

Competitive_Beyond_7


theGameNWA

🥭DB 

PushAble2463

Am I even on the right link?? https://www.youtube.com/live/2nxRowQ4DB4?si=cgfqTGO07wnzRXBF

Never_that_bad

https://www.youtube.com/live/2nxRowQ4DB4?si=mQtCEHAzS-G1GJbX

AegonTheMeh

Folks here’s a link but it hasn’t started. https://www.youtube.com/live/2nxRowQ4DB4?si=0XmZKp4w4fQ3vx-x

AegonTheMeh

https://www.youtube.com/live/2nxRowQ4DB4?si=g3f44bVChDL6-MuK For this asking for a link. (It has not started yet)

Otherwise-Ad6670

Calls on Mongo DB because it sounds like certain someone in power

WappieK

Nah, most of the data analysis was on graph data. If you would load 20k of entities your PC RAM would fill up like crazy. Doing a graph search on the entities the RAM would continuously swap. It was apparent that this was not made very efficient. I guess the entities themselves were very large memory objects and searching causes Palantir to create and destroy millions of objects every second. Aka too much OOP for performant computing. It was better to outsource the graph search (NP-sized problem) to a graph DB but they choose Oracle which is everything but an efficient graph database. (They probably have some module now but not 3-4 years ago.) These days the graph would be abstracted to a large array of floating point vars and the search would be done on an GPU.

Dangerous_Elk3391

Hit the good ones $DB.V

WappieK

I work for an organisation that uses Palantir's platform. They sold it with Oracle DB. Its very expensive. The software and functionality is okay but we had plenty of use cases when Java and Oracle did not perform well. Much too slow or its not even possible. I had to make code myself and use other ways of storing data to find the right answers in those use cases. Some of that code is given by my organisation to Palantir in hopes that they integrate it in their platform. Because of the costs and the limits we try to move away from Palantir. I think we are half way there. The number of licenses and installs are halved already. Tldr: Palantir is expensive and not 'big data' enough.

prse-sami

Well not too bad to describe a sql DB but there are other forms of Databases. Like BLOB (binary large object) databases

BallPythonTech

In 2008 it took months before the full extent of the truth came out. I remember in Jan 2008 when Citi reported a loss of $9B on sub prime loans. I knew this was a bullshit number as they always trickle truth bad news. In the end Citi reported a write-down of $130 billion by the end of 2009 from their crappy investments (sub prime as well as other crappy loans) from 2007-2009. The total loss exposure was known (by management) and telegraphed for months before the whole truth came out. This was the same for other banks (WaMu, BoA, DB, etc.) Nothing like that is happening now. No companies are reporting outsized losses. Companies are reporting pretty good profits instead of outrageously good profits. There are companies like Tesla, CrowdStrike, and Palantir which have inflated P/Es but they are profitable. There may be a small correction in the near future but I don't see a catalyst for a crash (more than 20% drop) A crash that happens because of fear is the ultimate buying opportunity as the recovery will be incredibly fast.

Frenchyyyy4166

\-84% today. 

_DoubleBubbler_

I personally think the decline has already begun and expect the S&P500 below 5,000 later this summer. That would take it back to where it was only this time last year. My DB capital is entirely in cash for now.

_DoubleBubbler_

My DB risk capital is entirely cash right now. I except the markets will be substantially lower come late summer.

Chalupa_89

I have traded euro options. Through my European broker. But the chains are god awful. I traded puts on DeutschBank and I kid you no. A 6 months out 2e OTM put had like 2 written contracts. Spreads up the wazoo. Guessing DB would tank was the easiest part of that trade. Making money with the put trade was the hardest.

Dangerous_Elk3391

Bag holding in DGLY and long run DB

Dangerous_Elk3391

Small play DB.V

Kensorugi69


Dangerous_Elk3391

$DB Decibel is in the cannabis field and making solid moves, small still, sitting at .06 target .25 steadily releasing products on the market and got into the international/medical game

_DoubleBubbler_

All my DB capital is cash too now. I am in no rush to get back into equities right now.

Personal-Tomatillo98

Was in the market looking to buy one, after watching reviews on the new vantage and DB12 there are reliability issues and gremlins in the newer electronics. That begin said I think it's one of the most beautiful sport luxury cars out there. I would probably lease vs buying though.

Ill-Sheepherder-7593


jkxs2

https://www.reddit.com/r/50501/s/DB2tT889MF You spoke too soon…Prepare your anus.

LiberalAspergers

VALE, RIO, GOOGL, PBR.A, JXN, and C are my largest positions now. Just sold out of DB, it was undervalued, but not anymore.

AdCritical5383

An AI generated song about hot taking a shit is gay: [https://www.instagram.com/reel/DB1MSpXOSd2/](https://www.instagram.com/reel/DB1MSpXOSd2/) 

vincentsigmafreeman

Who else makes AIP like PLTR? I feel like they sre going to eat SNOW, DB, IBM, C3AI

Twist_of_Fate_44

No, didn't own ACB, I don't gamble on fins. Never You can try and break me down all you want but I retired at 48. I own my house and have ZERO debt, I receive a golden DB pension from the gov't and have lots in the bank to help me sleep well at night Why risk it more than making a few extra thousand here and there and padding the old retirement funding? To me it's a way better plan than some I've been reading about here, being 80% down and praying for a miracle to one day maybe break-even But do what's working for you, I'll keep playing the slow and steady safe approach. Setting stops, having a plan, taking a 1-2% loss to prevent, well, you've seen where ACB once was I'm not looking to build an imaginary castle in the sky when I already own a paid for bungalow in the burbs

maha420

Funny seems like DB agrees with me. Maybe you should go work for them.

energybased

\> plans, which require someone to cover shortages. Whether it's the employer or the employees is subject to the terms of the plan's original creation. In a DB plan, the pension manager covers the shortage. The employer makes a fixed contribution from you to the pension plan. The employer is not on the hook for anything. (Sometimes, the employer is the pension manager, but that's irrelevant and only confusing you here.) In a DC plan, the employer makes the exact same contribution from you to your 401k. Neither alternative gets more money. In order for DB pensions to cover shortages, they essentially "buy insurance" (they offer lower distributions). If you want to cover shortages in a DC plan, you can do the exact same thing by buying an annuity. DB plans are not special in this regard.

No-Champion-2194

Sorry, you are just wrong all around here. > Your argument about coverage ratios is an irrelevant straw man. LOL. So the amount that the employee actually gets is a straw man??? I am just astounded that anyone would make a nonsense claim like this. The fact is that 401(k) matches provide comparable value to what a pension does. Yes, it is cheaper for the employer, because the money can be invested in riskier, higher return equities for the bulk of a worker's career, but your claim that it is shifting cost to the worker is simply false. >  does not account for the large percentage lost to vesting schedules when employees change jobs or are fired Huh??? How can you claim any expertise in pensions and make this statement? Vesting periods for DB plans are *shorter* than for pensions; pension plan participants will lose *more* employer funds than 401(k) participants from this. > >Active funds almost never even match their index You are simply wrong, full stop. Just look at the results from any of the large, low cost managers. Families like T Rowe Price, Fidelity, and American are consistently close to or beating their benchmarks For a more formal analysis, we see that large cap blend overall slightly underperform indexes during bull markets, and slightly outperform during choppy markets. Over time, they will give similar returns and reduce portfolio volatility. [https://www.hartfordfunds.com/insights/market-perspectives/equity/cyclical-nature-active-passive-investing.html](https://www.hartfordfunds.com/insights/market-perspectives/equity/cyclical-nature-active-passive-investing.html) Stop making up supposed facts. Stop being arrogant and condescending. You are wrong, period. I'm done explaining this.

energybased

\> . It's entirely self funded  Both DB and DC pensions are "self funded" in the sense that you're making money and a fraction of what you make is contributed to a fund. *Just because you don't see the DB contributions you're making, doesn't mean that they're not there*. \>  relies on stocks going up in perpetuity What do you think funds a DB pension? And yes, in a DB pension, the pension provider takes on the risk (in exchange for a fraction of your returns). If you want that in a DC pension, you can buy an **annuity**. DB pensions are not special in this regard. \> which means all goods and services you consume are more expensive for less product This is nonsense, sorry. The pension you choose does not change the price of goods.

energybased

\> . Older defined benefit plans with shortages, the employer was on the hook for the shortage. No. This is a misunderstanding of how pensions work. The employer makes a fixed contribution to the plan. The plan is on the hook. Your fantasy is that the employer is giving you something for free in a DB pension. Nothing is free. \> There's an automatic 15% employer contribution, and the expense is less than 1%. The most I've ever had with a private employer was a 6% match. That's nice, there are DC plans with 50% match and 0% expenses.

energybased

401k is superior to a DB pension for most people. DB pensions have concentration risk and some of the investment is used to pay pension managers. 401k doesn't imply either of these problems.

Stonky69Kong

If you give so much weight to analyst price targets then check DB'S at $63 and Scotiabank at ~$40

TradeSpecialist7972


c-u-in-da-ballpit

It’s also going to refer to the information in its knowledge and be bogged down by the limitation of its cutoff date. If you want it to use only current information or the , you have to create a RAG system and point to a vector DB containing the if data you want it to use.

JBMacro

You’re being a reflexive contrarian, this fails when the price move is actually the start of a new trend If you want to see how this can go bad, then look for 1) equities/indexes in big bust ups eg 2001, 2008, 2022 or 2) major names that have fallen from grace eg (per chat gpt) all these in the 2010s where you bought the dip and then the dip kept dipping: GE, BHC, SHLDQ, JCPNQ, CMG, DB, CHK, WLL, XOM, CVX, RIOT, LBCC Basically you get screwed if the firm’s prospects arent as good as even the now lower price implies or you get screwed by the overall equity/macro backdrop It’s worth remembering that equities are hella bubbly right now and valuation are super high so youre taking some decent risks there (ESPECIALLY if leveraged)* Primarily - 1) understand why it’s selling off 2) understand a catalyst to make it bounce 3) understand that the market is pricing a downside scenario that may materialise and leave you holding the bag 4) dont do this with leverage *Here’s me evidence that markets are bubbly rn per my blog https://open.substack.com/pub/jbmacro/p/throwing-caution-to-the-wind?r=2tong2&utm_medium=ios

Dangerous_Elk3391

TLRY is crap BUT check out DB.V

lightning_whirler

It's probably some old COBOL/DB2 mishmash

bluespacecolombo

It stores in a DB, even if temporary this violates ToS of all shops API. GL winning your lawsuit against Kroger

Sithfart_


sullymichaels

I just started covered calls last month. I have an IRA that I've been building different stock positions in. Some of my "bets" have gone up. Luckily, I learned a bit about options before they went up too much - needed to get the required 100 shares or more. Much of what I'm holding I can't do CC on (closed end funds, less than 100 shares, or I'm negative). I don't sell if the current price or strike isn't above what I paid. Also, some things I'm holding at a nice gain don't pay a premium worth risking them being taken away - even at a profit. Example: I've got DB (bought $11.74, trading around $20) LYG (bought at $2.19, trading over $3). The premium on these suck. My luck was buying into the quantum stuff and other speculation stocks back in 2022. Selling covered calls on ionq, rgti, qubt, & sofi. But even then, I "messed up" and didn't roll or close a position, had most of my ionq baked away. Sure, sold for $3,800 what cost me $900. But I don't have any more to sell covered calls against. And by the time I thought to use the profits for a cash secured put, the price climbed, and I put the money in other stuff. My point is that you need lots of capital or lots of luck - or both.

awesome-alpaca-ace

I have yet to see a stock that is shaped like DB actually make a recovery.

vanderpyyy

### **Key Takeaways** - Microsoft is pushing hard on AI and cloud services. - Security remains a top priority. - There are lots of new features and updates across their product line. ### **Microsoft 365** - **Copilot** is getting a lot of attention. - It can now reference web content. - There is a "prompt gallery" to boost AI adoption. - New survey templates to gather feedback about Copilot. - Copilot in Excel can now use Python. - **Viva Glint** can now summarize large amounts of employee feedback. - **Viva Insights** now integrates with Viva Glint, giving HR a more holistic view of employee experience. - Microsoft Places, an AI-powered workplace solution for hybrid teams, is now available with a Teams Premium license. ### **Microsoft Teams** - Survivable Branch Appliance (SBA) now uses expired authentication tokens for up to 7 days, improving resilience during network outages. - IT admins can create boundaries around productivity app usage outside work hours. ### **Windows** - Windows 11 24H2 has new features like Energy Saver and HDR background support. - Hearing aid support with Bluetooth LE Audio has been added. - Wi-Fi 7 compatibility on Windows 11 is now available. - Windows can be used in mixed reality headsets like Meta Quest 3. - Security enhancements include Smart App Control, App Control for Business policies, and passkey support with Windows Hello. - Windows 11 Enterprise has Personal Data Encryption. - Windows Server 2025 has new features and easier upgrades, including Windows Backup for Organizations with Entra ID. ### **Intune** - Resource explorer is now available. - Intune Advanced Analytics allows for remote actions like restarting a device and collecting diagnostics. ### **Dynamics 365** - Multilingual voice agents in Contact Center enhance customer experience. - Field Service has a new schedule board. - Field Service offers mobile offline capabilities, which can be monitored with Application Insights. - Copilot can translate and summarize documents. - AI can generate account summaries and emails. ### **Microsoft 365 Copilot for Sales** - New dashboard powered by Viva Insights that provides access to Copilot for Sales usage data. - Actionable message banners in Outlook emails suggest follow-up actions. - Email summary enhancements for post-meeting follow-ups. ### **Microsoft Power Platform** - Copilot agents can be extended with specialized agents and knowledge sources. - Generative AI can be added to IVR systems. - Copilot can help develop data models from natural language input. - Picture-in-picture is available for Power Automate desktop flows. - Automation center provides a central hub for monitoring automation processes. - Copilot hub in Power Platform Admin Center helps admins manage agents. - Security hub protects data with compliance, data protection, identity, threat protection, and security posture management. ### **Azure** - Azure Mv3 High Memory and Very High Memory virtual machines are now generally available for demanding SAP workloads. - Azure VMware Solution is approved for use within the DoD SRG Impact Level 4. - Azure IoT Operations runs in an on-premises Arc-enabled Kubernetes cluster. - Azure H200 Virtual Machine leverages the NVIDIA H200 Tensor Core GPU. - Azure Cosmos DB integrates with LangChain.js. - DiskANN in Azure Cosmos DB is a powerful algorithm for vector search. - Healthcare data solutions in Microsoft Fabric help transform healthcare data. - Fabric Real-Time Intelligence delivers instant insights and analytics. - API for GraphQL in Microsoft Fabric allows quick querying of multiple data sources. - Azure Private Link is available for Databricks serverless and Mosaic AI Model. - .NET 9 enhancements are available for Azure PaaS. - Azure AI Foundry portal has a management center for administration of hubs, projects, and resources. - Phi-4 is a small language model competing with GPT-4o mini. - Azure Essentials is available for reliability, security, and performance. ### **Microsoft Edge** - Copilot Vision is in preview and can see and read the page the user is on to help solve problems. - Microsoft Edge for Business supports data loss prevention controls. ### **Microsoft Advertising Platform** - Ads are now triggered considering the whole conversation within a single session. - Copilot in the Advertising Platform includes Diagnostics and Performance Snapshot. - Video ads have new performance features. ### **Other Notable Points** - Microsoft's AI business has reached a $13 billion annual revenue run rate. - Microsoft Cloud revenue was $40.9 billion, up 21% year-over-year. - Microsoft returned $9.7 billion to shareholders in the form of dividends and share repurchases. ### **Financial Summary** | Category | FY25 Q2 | Growth | |------------------------------|---------|---------| | Revenue | $69.6B | 12% | | Operating Income | $31.7B | 17% | | Net Income | $24.1B | 10% | | Diluted Earnings per Share | $3.23 | 10% | ### **Segment Revenue** | Segment | FY25 Q2 Revenue | |--------------------------------------|------------------| | Productivity and Business Processes | $29.4B | | Intelligent Cloud | $25.5B | | More Personal Computing | $14.7B | ### **Key Financials** - **Revenue:** **$69.6 billion** (**+12%**) - **Operating Income:** **$31.7 billion** (**+17%**) - **Net Income:** **$24.1 billion** (**+10%**) - **Earnings Per Share:** **$3.23** (**+10%**) ### **Key Segment Performance** | **Segment** | **Revenue (Billions)** | **Growth** | **Key Drivers** | |----------------------------------|----------------------|------------|----------------| | **Productivity & Business** | $29.4 | **+14%** | **Microsoft 365 Commercial**, **Dynamics 365** cloud services, and **LinkedIn** | | **Intelligent Cloud** | $25.5 | **+19%** | **Azure** and cloud services, driven heavily by **AI** | | **More Personal Computing** | $14.7 | **0%** | **Windows OEM** and **Search & News Advertising** growth offsetting a decline in **Gaming** | ### **Highlights** - **Microsoft Cloud:** Revenue hit **$40.9 billion**, up **21% YoY** - **AI is a major growth driver:** Microsoft's AI business now has an annual revenue run rate of **$13 billion**, up **175% YoY** - **Azure’s AI Impact:** AI services contributed **13 percentage points** to Azure's **31% growth**, marking **157% growth** in AI-related revenue - **Shareholder Returns:** Microsoft returned **$9.7 billion** to shareholders via dividends and share repurchases ### **Financial Metrics** - **Gross Margin:** Increased **13%**, but **Microsoft Cloud's gross margin percentage** dipped to **70%** due to scaling AI infrastructure - **Operating Expenses:** Increased **5% YoY**, primarily due to **cloud engineering investments** ### **Important Notes** - **Segment Reorganization:** Microsoft has **restructured** its reporting segments, with prior period information adjusted to match the new structure - **Currency Adjustments:** Growth remained consistent when adjusted for **foreign exchange fluctuations**

AmericanIMG

Given the leadership change in the White House though and Palantir's relationship with the military that might be enough to trump (no pun intended) the technology shortcomings. You see this all the time with tech companies, the ones that can sell will win (though of course SF and DB are doing just fine) even with inferior tech

Teembeau

So you can integrate Oracle DB on a cloud with Azure and AWS. How is that any more special than integrating SQL Server or MySQL?

us1549

No DB in my city yet

lotoex1

My guess is a few things. The company I work with started auto enrolling people into 401Ks at 3% + 1.5% match around 2010 I think. You had to go online and opt out of it. So that right there could have been another 30K people dumping $6 a week into the market. Now for the big one Walmart started auto enrolling Feb. 2011. They currently have 1.6 million employees in the USA. At min wage \~30 hours a week that would be $9.80 a week per employee pumping up the stock market. Another 15.66 million a week or $814 million a year. The total value of the stock market is around 50 trillion today. It was somewhere around 15.6 trillion in 2011. So honestly not sure if my argument above had any real effect on it. Part of these numbers will be including stocks and bonds. However 7.4 trillion is currently held in a 401K, it was 4.4 in 2015 and 2.4 in 2005. As of 2023 38.4 trillion was held in retirement accounts (that would include IRAs, 401K, annuities, DB and DC plans)

_DoubleBubbler_

Thanks for the feedback, albeit not so brief as suggested, however like me I suspect you like detail. You get an upvote for that! I don’t personally think the strategy is ‘foolproof’ in fact I know it is not, and as for the blackjack analogy I would certainly not say such a thing having had a run such as you suggest. I will keep the blog going so hopefully people can learn from it in one way or another. I will report back in 2025. By the way, the $127,000 is a small part of what I am investing; that figure is just the $10k to $1m public demonstration for a little bit of fun! Have a good Xmas and 2025! DB

vinnymickey

This Cramer dude must get paid to be a DB!

stock_dude9

Anyone with any financial literacy and stock market knowledge would be accumulating Mongo DB at current levels. The companies outlook was fantastic on the recent ER, presently only a $20b market cap and a huge runway ahead

cshotton

It's a silly question. If satoshi was outed, what impact do YOU think it would have? My answer is "price drop, then rebound" because the dude doesn't represent anything as far as operation of the network is concerned, nor is his liquidity a long term issue for the price. It's almost like asking "what is the impact on BTC if we discover who DB Cooper is?" A more compelling discussion would be "what happens to crypto if someone discovers the private key for the 0x0 wallet?" There's a lot more value locked up there than in satoshi's wallet and it's just as likely to be discovered.