GP

CipherWeaver

Doctors make much more than $175k a year, it's more like $400k for a GP and $800k+ for specialists, depending on specialty . 

GergDanger

They were talking about your family GP. For which the median literally is $244k-$257k. Rural areas get upwards of $300k. Pediatrics median wages aren’t much lower either at $200k-$210k. [https://www.salarytruth.org/salary/pediatrician](https://www.salarytruth.org/salary/pediatrician) It’s okay to admit that doctors in the US earn a lot of money as they’ve earnt it. Not sure why everyone is trying so hard to downplay statistics.

Cl0wnL

Concierge is where it's at. My GP charges $1,500 per year to every patient just as the concierge fee. And of course gets all the regular insurance billing and everything. That's a cool 750k cherry on top. He has, like, 500 patients or something and just fucking kicks it. I forget exactly what he told me but he's seeing like 20% of the number of patients he did when working for a big provider.

BarleyWineIsTheBest

Depends on the type of doctor. Your family GP doesn’t make a lot. 

incognino123

I work in finance. I've been in investment council rooms where this was called a text book bigger idiot trade. It has no merit in the physical or financial world. However, retail is dumb enough to buy it and (one GP said verbatim) "Elon will tweet about it" so we'll probably make money.  That is how the shiny suits that went went to Wharton are managing billions in other people's money, lot of it pension money. It's not just you regards trading on memes, it's everyone. 

mr_accountant

The first crypto was actually Runescape GP

The_eternal_fight

Can you give me an idea about futures options? I been watching commodities and currency for many years since dial up internet . Years on and off I mean, how good are the calls? / Puts and is it better than 1:10 leverage you get from brokers. Used to be 1:50 leverage at dial up internet times (crazy 😧) Which broker do you use for options on futures? I agree with you that bots run the current oil of price. However, oil has been always like that (allergic to any headline) . It is just that bots , and high performance computers can execute orders in nano seconds nowadays. Also can receive the news in nano seconds and nano seconds latency. However, I don't know about GP Morgan agenda in oil . But usually gp Morgan / Stanley don't use options or leverage either. GP Morgan usually flashes on level1 and level 2 and they buy with Thier clients hard cash. Think brokers who offer options and leverage are the broke ones . Full stop. Finally, Morgan Stanley or gp Morgan , can't remember which are the ones who dragged oil by its neck on 🥭 first announcement of peace deal. They managed to push down the price 15% in a flash . Many analysts were very annoyed by the fact that one broker could have such impact on the price, of most traded commodity on earth Eventually, this isn't a market ,it is all a mega lie. You just gotta bank on the lie, than say the truth. And that's what my post is about Thanks for reading

imustbegthequestion

Call your GP. See your ayfuologust

-medicalthrowaway-

https://www.reddit.com/r/wallstreetbets/s/e9Qy4GP737

imustbegthequestion

Downvotes this guy. He #BanBet #AbuDhabi GP.

imustbegthequestion

Call your GP.

imustbegthequestion

Are we still printing. We have to load paper GP. Print.

Lucky-Raspberry-4809

I think the real issue comes down to the useful life of the GPU's and whether VCI will recoup its initial investment + interest before xAI decides the chips have fully depreciated (2Y) and decides to default on the lease. If the deal is structured so that the entire investment is recouped by 5 years, but xAI defaults after 2 years, then VCI is totally f'd with a worthless piece of obsolete tech and no way to recoup their money. Then, based on the deal structure, the LP's will be the first to get paid out on what was earned/what's left and the GP (retirement) will get left holding the bag. Boomers go Bust

BlueDAuvergne

GP!

SignificanceLate7002

Interesting 13D just posted for VIDA. Large holding disclosed by TVP Bitcoin Venture GP https://www.sec.gov/Archives/edgar/data/1973062/000213049026000003/0002130490-26-000003-index.htm

GreyMatter22

6C here in Toronto still. Got the Canadian GP in Montreal, its 8C and F1 crew is complaining how its always so cold in Canada 😞

Various_Couple_764

To get high yields and high liquidity means you need at minimum 2 funds. You also need to consider taxes because not all dividend funds are taxed a the same rate. And to have access to the money at any time it needs to be a taxable account. * At least one high dividend fund * A money market fund Basically you use the yield of the dividend fund to feed money into the money market fund. This means automatic dividend reinvestment is set to off. The dividends are gernerally not reinvested. But instead a portion is reinvested and the rest stays in the money market fund. So set a maximum limit on the cash level in the money market fund. 6 months of living expenses is a good level. If the money market fund exceeds 6 months of cash reinvest the excess into the dividned fund. A good dividend fund to shart out with is a quality covered call fund. Quality funds generally pay around 10% or a little higher or lower Say 8 to 13%. Some favorite are QQQI 13%, SPYI 11%, IAUI 11%, GPIX 8%, and GPIQ 10%. All of these fund generate about 90% ROC dividend that makes them very tax efficient. These funds are similar to growth index funds but the covered call strategy coverts the growth to income. The GP funds target more growth and lower dividned, While the NEOS funds (QQQI and SPYI) target more dividends and less but still positive growth. So the price of these funds will move up and down with the index they follow but have less growth and more dividend. IAUI (a NEOS fund is a bit different it follow the price of gold. You also want a maximum investment limit to the growth fund. You don't want to have all your money invested d in the same way You want to eventually have multiple funds generating income and feeding that into the money market acount. That way if you sector of the market has problems you still have income from other sectors of the market. This insures money will always flow in the money market account. So evernualy you will have multiple dividend funds and one high yield money market accounts. I started out the SPYI and QQQI in my fidelity acount. Now I also have UTF 7%, UTG 6.4% NAC 7%, PFFD 6% all feeding money into my money market account with 6 month cash reserve and montly dividend income feeding it. I also have a growth index fund in this account as a form of emergency saving with currently 4 times my living expenses. The dividned funds currently produce all of my living expenses in 1 year. This allowed me to retire in my 50s. But this type of account isn't just for the old. The young can and should start one as well as a standard retirement fund in Roth or 401K.

Crazy_Donkies

Dude get an original thought and get yourself a spreadsheet and a finance education.  NBIS is already 40% adjusted GM on $1.4b ARR. AMZNs cloud margins are unaffected fromAI and not dropping materially.  GPU rentals and token revenue is climbing be measure.  Lifetime value of GPU revenue over cost is already 9x, or 90% GP. $3 per hour x 24h x 365d x 7y / $20k average (average gpu cost between custim and NVDA).   AND DONT start with GPU lives.  Theyre already proven to by 4 to 5 years.  Look it up. Im done. 

SmoothOperator423

Then Vbucks to GP

brygx

I've done 50+ investments of different types and am maybe slightly better than breakeven, with a huge tax complexity burden. The only one who made money was the GP. Meanwhile, the stock market has continued to rip 2-3x in the same time period, and I would have been better off doing nothing. Basically, my advise would be to erase this dumb idea from your mind.

fastowl76

Some interesting picks many of which i can agree on. Some thoughts however. I like CRK at a lower price point. Keep in mind that that it is a natural gas play, not an oil play. A Haynseville driller so is well situated for expanding LNG exports as well as eastern US power generation. That being said, incremental LNG is slow to come online, the next increase, Golden Pass trains are in the midst of completion over the next 9 months. But in a 110 bcfd market in the US the incremental demand at the next 2 GP trains is only about 1.5 bcfd. Generally speaking the LNG terminals run near capacity and the rest of the North American gas market is a closed system subject to weather and power demand. Prices do not generally move with crude. Worse if crude drilling picks up, the nat gas supply will increase faster than demand does. Long term nat gas demand is growing but the next 12 months? Not that significant. Just an example of some items on your list.

leoschen

Revenue in recent years is on the downtrend, which is why there’s a big gap in market cap vs revenue.. the market expected it on the way to bankruptcy. Market, macro conditions, and strategic/management mistakes are with an increasingly stagnant product line have led to their current predicament. GP3 and Mission line is a Hail Mary attempt to revive the brand and show there is life / potential yet. Sell well, get high praise reviews, wedge in with new positioning and hopefully with proof of numbers this places itself in a strong spot to negotiate a sale. I was in at 0.72 for 2000 shares and a splash of leaps on asymmetrical potential for turnaround (and short squeeze), but now I think the main play is just betting on a good sale of the company. Either way it’s a hero or a zero bet.

PickleRickleTV

Clarifications on Shares Owned section of a Schedule 13G Filing in question: https://www.sec.gov/Archives/edgar/data/1720424/000110465926059574/xslSCHEDULE_13G_X02/primary_doc.xml ———— Excerpt: Ownership (a) Amount beneficially owned: 1. Citadel Securities LLC may be deemed to beneficially own 10,303,435 Shares. __2. Each of Citadel Securities Group LP and Citadel Securities GP LLC may be deemed to beneficially own 13,192,552 Shares.__ 3. Each of Citadel Advisors LLC, Citadel Advisors Holdings LP and Citadel GP LLC may be deemed to beneficially own 0 Shares. __4. Mr. Griffin may be deemed to beneficially own 13,192,552 Shares.__ (b) Percent of class: 1. The number of Shares that Citadel Securities LLC may be deemed to beneficially own constitutes 4.1% of the Shares outstanding. __2. The number of Shares that each of Citadel Securities Group LP and Citadel Securities GP LLC may be deemed to beneficially own constitutes 5.2% of the Shares outstanding.__ 3. The number of Shares that each of Citadel Advisors LLC, Citadel Advisors Holdings LP and Citadel GP LLC may be deemed to beneficially own constitutes 0.0% of the Shares outstanding. __4. The number of Shares that Mr. Griffin may be deemed to beneficially own constitutes 5.2% of the Shares outstanding.__ ——— For the bolded sections, does this mean Citadel Securities Group LP owns 13,192,552 shares, Citadel Securities GP LLC owns another separate batch of 13,192,552 shares, and Ken Griffen owns separate from both of those entities, another 13,192,552 shares? For a total of 5.2% each, or 15.6% between the 3 entities? Or are they all somehow related to eachother and there is only one batch of 13,192,552 shares all attributed to 3 entities for a total ownership of 5.2%?

Applepyes

So it prints GP?

ivanguls

Not any more with the launch of GP3 platform.

PreferenceAntique581

They did have there new mission 1 cameras with the GP3 processor on Artemis and they are going to come out later this month and its already won some best in show awards and they are exploring aero space and defense but that doesn't mean anything until stuff sells and they get contracts for work

_TheOoze_

The only thing I've liked about Ford in the last 30 years were the two-tone Persol sunglasses that Bill Ford Jr. was wearing at the F1 Aussie GP this year. Almost pulled the trigger on those, but they're not the right shape for my face.

Educational_Pop6138

Xiaomi is kicking goals in product creation and ecosystem buildouts. Unfortunately over the next few quarters they will suffer from the memory hikes biting into GP% and also comping against periods when the appliance subsidies were on. Great long term stock.

guhhhh_MU

you just hold long term and DCA? or whats ur GP

Jasmine7707

Is there news for GP this morning?

pineapplekiwipen

EUCRBRDT Index GP <GO>

McKoijion

Lmao, our Iranian quant has embraced his new role. > Vibe-trading digital oil is like vibe-hedging in treasuries during Hormuz risk-off. Both share one house of cards that works on paper. Difference: oil at least has Dated Brent. Treasuries? Vibes all the way down. > EUCRBRDT Index GP <GO> https://x.com/mb_ghalibaf/status/2045986841220772123

Exact_Entrepreneur66

[محمدباقر قالیباف | MB Ghalibaf on X: "Vibe-trading digital oil is like vibe-hedging in treasuries during Hormuz risk-off. Both share one house of cards that works on paper. Difference: oil at least has Dated Brent. Treasuries? Vibes all the way down. EUCRBRDT Index GP <GO>" / X](https://x.com/mb_ghalibaf/status/2045986841220772123)

Exact_Entrepreneur66

Latest X/twitter post from Iranian Parliament Speaker MB Ghalibaf (this guy seems like turning into an actual quant from a politician): Vibe-trading digital oil is like vibe-hedging in treasuries during Hormuz risk-off. Both share one house of cards that works on paper. Difference: oil at least has Dated Brent. Treasuries? Vibes all the way down. EUCRBRDT Index GP <GO>

C130J_Darkstar

https://www.reddit.com/r/AmanCrypto/s/J7GP5GugK7

leoschen

- GP3 new gen tech leapfrog w/AI NPU - Direct applications to UAV programs. Could be in late stage testing already with significant name. Announcement = re-rating - AI learning content pool. Significant partner announcement(s) = re-rating - High short interest, Low float 💥 Now or never 🙌

Mental-At-ThirtyFive

The best traders I have worked with were the relative value traders. IMHO, this discussion is a macro/macro vs macro/micro thesis for a investment decision. Until I stumbled into this thread, I was considering longer term investments into green tech (thesis: ex-USA, there will be a push to increase renewables as a source, which is a multi-year) which is in my view a macro/macro investment thesis. Now, given the GP's view, I think his approach also makes sense in seeking out sector / regional opportunities given the current situation

ninodenino

Just some of it “GoPro’s new GP3-powered cameras- more than double the pixel processing, larger sensors, expanded features and market-leading low-light performance, resolution and frame rates—all in compact, durable form factors that deliver industry-leading runtimes and thermal capability across a wide range of environmental conditions.” https://gopro.com/en/us/news/gopro-unveils-new-generation-gp3-cameras-nab-2026?srsltid=AfmBOooEj1Vd4Ar_pOM8XXN26NXI44UouvdQV5V-sb3Yo3vSGjmH6mRN

No_Theme_616

I like the little tidbit at end. It's good that he knows for the brand. From what I know: GP3 will be very good compared to competition they say. They are smart to wait because when they tried that with drones it didn't work. They acquired Forcite and partnered with a major player, which is much safer and smarter than going alone. In time they can do lots of things perhaps, and I believe they will. Their main item is the camera and the GP3 has been in development for a long time and now it's here. If that is successful, which I believe it will be, they will have profit and more to do everything they want, I think. They will get that done first, then branch out. If they rush to too many things, they may lose focus. I'm thinking long term. They have many things going for them already, this new aerospace/defense stuff is just adding to it. Many stocks in these stages will lose money trying to make money in future and have more debt at times. If the GP3 is successful, hopefully they will profit much more than the cost.

Weeaboo_25

It says, "CALLAN GP 2065 R11"

sowich4

Fuuucckk, PLTR below $130. I got in early $12/13 range, held below $10 for 2ish years. Watched it run to $200+, set my stop loss for $160, GP pissed bc it triggered, the went way back up over $190…but I’ve been laughing ever since. At this price, is it time to load up again?

lp-watchdog

Gates always get framed as investor protection. From the LP seat, they usually mean the manager and the marks are on different planets. I’ve had a credit GP tell us software exposure was “mission critical” right up until amendment fees spiked, EBITDA addbacks grew, and suddenly liquidity terms mattered a lot

GeoLogic23

I follow the most recent SPAC associated with Irwin Simon, called GP-ACT III Acquisition. They just sent out a tender offer to buy back shares and had >1M volume on typical 50k. Probably unrelated. Just interesting to see some action on this SPAC on the same day of Tilray's earnings.

AnonymousTimewaster

And who the fuck are GP. Morgan?

True-Delay1033

The list of U.S. companies threatened by the IRGC: 1. sisco 2. HP 3. Intel 4. Oracle 5. Microsoft 6. Apple 7. Google 8. Meta 9. IBM 10. DEL 11. Plantier 12. Nvidia 13. GP. Morgan 14. Tesla 15. GE 16. Spire Solution 17. G42 18. Boeing

tobiasfunkgay

>Based on a google search, a typical ship holds 70k barrels I also googled it now and the 70,000 number you've taken is the very bottom of the scale for the smallest class of tanker. Tanker Size Classifications & Capacities * **ULCC (Ultra-Large Crude Carrier):** 320,000–550,000 DWT+; capacity >3 million barrels. * **VLCC (Very Large Crude Carrier):** 200,000–320,000 DWT; capacity   2 million barrels. * **Suezmax:** 120,000–200,000 DWT; capacity   1 million barrels. * **Aframax:** 80,000–120,000 DWT; capacity 500,000–800,000 barrels. * **Panamax** **:**  60,000–80,000 DWT; capacity 350,000–500,000 barrels. * **Medium Range (MR) Product Tanker:** 190,000–345,000 barrels. * **General Purpose (GP) Product Tanker:** 70,000–190,000 barrels The ships going to and from the biggest oil depots in the world aren't the smallest of the small as you can imagine and are generally high end of the scale.

SaturdaysAFTBs

I know what capital call lines are. I can guarantee you this guy knows nothing about those. No one is ringing the alarm bells on capital call lines because they are probably the least risky lending product there is short of treasuries. Typical terms require the capital call lines to be repaid within 3-6 months and the line size is a fraction of the fund size it is backing. They are a short term working capital facility. They slightly juice returns but barely given the short dated clean down provisions (line must be repaid within a short time, usually 1-2 quarters to ensure it’s actually used to bridge capital calls to investors). I don’t think he’s referring to these because he specifically said “unfunded leverage” and in another comment he conflated the private equity LP / GP split with the investments the PE fund makes. It’s obvious this person doesn’t know what they are talking about.

Boromir-Wants-

With age comes wisdom taught by teachers that actually fought the Yahtzees or had entire families made into lampshades. These were my GP, teachers, coaches etc. people shit on GenX all the time but we’re the last generation that truly Remembers. I still think we’re going to bomb the infrastructure for power etc. waiting for the marines to get from San Diego and Japan to take Kargh which we will hand back over in 5 yrs. This war is not stopping in my opinion. Your comparisons to Yahtzees is dead on. These people hate humanity.

SaturdaysAFTBs

Accurate except your last part is more how the LPs in the private equity fund allocate returns between GP and LP. The actual investment that the PE fund makes into a company doesn’t typically have return hurdles because they are majority common equity holders.

Totti302

I appreciate your clarifications. Wall street does what is best for itself and it always will. There are plenty of funds that I have held up through market downturns. Im sure you know the different types of PE (Co-investment, LP led Secondaries, GP secondaries etc) and if PE has issues down the road I’m confident it will 100% be due to Evergreen LP led secondaries marking to market on day 1 of acquiring a company they bought for 70 cents on the dollar. When PE moved from the drawdown structure to evergreen (continuously accepting new $) It changed the rules of the game. Instead of all investors getting the same participation, now those in early will likely do better than those joining late. All that to say, not all PE is equal. There are totally different types of funds that may or may not be suitable for investors.

MitchCurry

What's your math that gets it to $1,000/sh? I see a company trading at a premium to it's 3Y historical averages of 60% for P/S, 180% (!) for P/GP and P/FCF, and 20% EV/EBITDA. Seems pricey to me, not discounted, especially when you consider they're only 6% of their ATH.

Supreme_Cortland

Look into why they skipped releasing new cameras in 2025 and their new GP3's + their new cinema quality cameras! I think somethings brewing!

Supreme_Cortland

I honestly believe through my research that the true demographic for these type of cameras believe that aside from the low light issues (which i believe will have been corrected in the new lineup) gopro cameras have the better quality hands down. In addition they skipped an entire year of new models last year to perfect the new GP3 lineup (which I believe will blow socks off) that comes this year. Also dji and I believe soon more chinese and foreign camera and drone companies will become increasingly banned. DJI cannot bring new models in going forward. They also have a huge loyal subscription base and so much more coming soon! Apples vr possible compatability.. lots. I believe it could easily pop up to 2 or 3 in the coming months. Especially when the new vlogging and cinema cameras come out this year. Good luck! Im picking some more up at .68 if I can!

_TheGoogz

You clearly do bud. While Mango livin' up there rent free too. Lets see how Canada is doing... As of late 2025, the median wait time in Canada from a GP referral to receiving treatment reached 28.6 weeks... LMAO As of late 2024–early 2025, the average house price in Canada hovers around $660,000 to over $700,000 CAD, varying heavily by region and market, with high-cost areas like British Columbia averaging over $900,000. LMAO Canada is currently facing severe economic headwinds as of early 2026, characterized by falling GDP per capita, stalling productivity, and significant job losses. shut the fuck up Canada. Go choke on some maple syrup. Nobody cares about hockey... lmfao

Apprehensive_Rub3897

> They’re a joke. No discipline. A lot of them have never even fired a bullet. They don’t even tuck in their shirts! What? GP doesn't think the train and faults them saying they don't even tuck in their shirts. Fucking ignorant child or troll, likely both. They'll never stand by this bullshit their spouting out of their ass, so no point arguing. Council of Foreign affairs says 190,000 in the army. https://www.cfr.org/backgrounders/irans-revolutionary-guards

CEOPerspectiveSubsta

Cold outreach to LPs almost never works, especially for first-time funds. Most family offices see hundreds of these a year, and a new fund without a track record typically gets filtered out immediately unless it comes through someone they already trust. In practice LP capital tends to move through three things: prior relationships, a credible anchor investor, and some proof the GP has already backed winners before. Also worth noting: a real fund manager usually spends most of their time raising from **their own network first**. If the strategy relies on a 19-year-old doing cold outreach to strangers, that’s a signal in itself.

El_Chipi_Barijho

The average r/wsb user would buy VIP tickets for the Bahrein and Saudi GP and call it a great deal.

Apprehensive_Rub3897

So 80/20 not 90/10? GP thinks 70/30. Either way good luck maintaining that. This could backfire terribly and the people that end up detonating the nuke aren't the Iranians.

qwertyaas

>I've rarely seen it work the other way. So I asked. Why it used Diaspora, good question. Assume to signify people making investments to their own nationality/homeland. To that point, I had no idea what Mega Group is. >There is no official total for “Mega Group donations.” > But if you add the projects and foundations linked to its members, the funding for Israel-related programs and advocacy clearly reaches hundreds of millions to billions of dollars over decades. > ✅ Short answer: No single total exists because the Mega Group doesn’t donate as one entity—its wealthy members donate separately. Now we're throwing near $100B AUA GP stating their investment thesis is based more so on religious and nationalistic reasons as opposed to returns? And honestly, at this point your also just throwing blanket assumptions and random talking points. A16Z invested in Wiz at near $12B valuation under two years ago. They just got acquired for $32B. I'd take that return.

TimeTravelingChris

Anyone on the US staying up for the Australian GP?

James161324

My biggest question would be whether the GP has done an exit like this before. 12 years is a long time, and your taking on all types of macro risks, jurisdiction risk, and no one can really accurately depict what an industry looks like in 12 years.

Upbeat-Bookkeeper-17

On the cash: It doesnt just sit idle. First 4 years, 100% of FCF sweeps to kill the senior debt. After that, the cash is earmarked to self-fund a massive terminal expansion in yrs 11/12 without taking on new debt. The rest just juices the final debt-free exit valuation. On oversight: Local mgmt stays in place for day to day operations. the GP and the anchor LP are literally the exact same family office. Theyre putting up almost all the equity themselves. Their capital is locked in the exact same 12-yr black box. On location: Cant name the exact country for obvious reasons, its not Middle East and prim export hub for regional copper & grain.

Worried_Quarter469

Videos, including of glasses-wearers using the toilet or having sex, are sometimes reviewed by a Kenya-based Meta subcontractor, according to an investigation by Swedish newspapers Svenska Dagbladet (SvD) and Goteborgs-Posten (GP). “We see everything - from living rooms to naked bodies," one worker reportedly said.

Srnkanator

In six years minimum if they just do a basic residency as a GP or Peds and they start low on the pole. No mention of location, debt, expenses, etc. Most people who are going to MS and have $10k in cash aren't asking this type of question.

Exciting-Bag-5445

So far they have just condemed the Iran counter, they benefit long term. Besides, F1 is starting so they have until 4/12 to settle before the Bahrain GP

ComfortableAny947

one thing I'd add on the CRE side... if you're specifically looking at syndications with a vertically integrated operator, those tend to have better alignment imo. less fee layering, more skin in the game from the GP. I've been parking some capital with Primior for their opportunity zone stuff and the structure felt cleaner than a couple other syndications I looked at. johnney Zhang runs it and they handle everything from acquisition through management which I liked since I also don't want to touch anything operationally. for groups tho, 506 is probably the best free resource I've seen too. haven't tried Boulder yet but might check it out based on your notes.

ComfortableAny947

one thing I'd add on the CRE side... if you're specifically looking at syndications with a vertically integrated operator, those tend to have better alignment imo. less fee layering, more skin in the game from the GP. I've been parking some capital with Primior for their opportunity zone stuff and the structure felt cleaner than a couple other syndications I looked at. johnney Zhang runs it and they handle everything from acquisition through management which I liked since I also don't want to touch anything operationally. for groups tho, 506 is probably the best free resource I've seen too. haven't tried Boulder yet but might check it out based on your notes.

Fenderstratguy

Private Equity - harder for the GP's to exit/sell their companies in the past 3 years and the LP's are waiting longer and longer to get their money back. But that doesn't stop the marketing of PE funds to retail investors/trying to get 401K monies invested into these funds. They are usually high cost, hard to value in real time and can under perform.

ittrut

Gotta ask my GP if Ozempic is safe for bags, mine are overweight

nalbaru2

There’s a story being told loudly right now. It goes something like this: AI is coming to eat software. SaaS is dying. Why pay for a product when an agent will just do it for you? The Nifty Fifty of cloud is yesterday’s trade. Wall Street loves this story. It justifies reshuffling capital, generating trading fees, creating new ETFs, launching new IPOs, and keeping the financial media machine fed. It’s a great story for them. But there’s a quieter, truer story running underneath it — and it’s actually more exciting. The Marriage, Not the Murder Software and AI aren’t enemies. They’re the most natural partnership in the history of technology. Think about what software has always been: a way to take a complex human process — invoicing, scheduling, managing inventory, tracking a sales pipeline — and make it repeatable, affordable, and scalable. Software democratized capability. Before Salesforce, only the biggest companies could afford a structured sales operation. Before QuickBooks, small businesses were drowning in spreadsheets or paying expensive accountants. Software was the great equalizer. AI doesn’t destroy that mission. It accelerates it. What AI does to software is what electricity did to the factory floor. It doesn’t replace the factory. It makes everything inside it faster, smarter, and cheaper to run. The CRM still needs to exist. The ERP still needs to sit somewhere. The security platform still needs a data model and an interface and integrations. AI just makes all of those things dramatically more capable for dramatically less cost to build and maintain. The software doesn’t disappear. It compounds. The Billion Customers Nobody Is Counting Here’s the number that gets ignored in every breathless AI headline: there are hundreds of millions of businesses globally that have never used real software at all. A family-run logistics business in Lagos. A mid-sized manufacturing firm in Vietnam. A regional healthcare provider in rural Brazil. A growing retail chain in Morocco. These businesses are not debating switching from Salesforce to an AI agent. They are running on WhatsApp, paper ledgers, and Excel files from 2009. The global SMB market is staggering. There are roughly 400 million small and medium businesses worldwide. The overwhelming majority of them are dramatically underserved by technology. Not because they don’t want it — but because until recently, enterprise-grade software was simply out of reach. Too expensive to license. Too complex to implement. Too dependent on IT staff they couldn’t afford to hire. AI changes that equation completely. When AI collapses the cost of building, deploying, and supporting software — when onboarding goes from a six-month implementation project to a conversational setup — when a business owner in Nairobi can describe their workflow in plain language and have a working system by Friday — that’s not the death of software demand. That is the biggest expansion of the addressable market in software history. The companies panicking about AI eating their enterprise customers are missing the forest for the trees. The forest is full of people who have never had a tree. The Narrative Machine So why isn’t this the dominant story? Because it doesn’t serve the people who control the dominant story. The “AI kills software” narrative is useful. It’s useful for the hyperscalers who want to own the full stack and pull revenue away from independent software vendors. It’s useful for hedge funds who want to short legacy SaaS and rotate into AI infrastructure plays. It’s useful for the media because disruption is a better headline than “steady, broad-based global adoption.” And it’s useful for AI companies themselves, who need an aggressive growth narrative to justify their extraordinary valuations. None of this makes it true. The real dynamic is this: AI is rapidly reducing the cost of software creation, deployment, and support. That’s deflationary for the high-margin, high-complexity enterprise software that has been hoarding the value at the top of the market for thirty years. That specific segment will feel pressure. The Oracles and SAPs of the world who have been charging $2 million for an implementation that should cost $200,000 — yes, they have a problem. But the total demand for software capability in the world? That is going one direction, and it is not down. What This Looks Like in Practice The small textile exporter in Türkiye who finally gets a real inventory management system. The independent GP practice in Poland that can now afford a patient scheduling and records platform. The regional distributor in Southeast Asia who gets proper route optimization without a six-figure consulting engagement. These customers won’t be replacing software with AI. They’ll be accessing software because of AI. Lower costs. Simpler onboarding. Products that actually speak their language — sometimes literally. The platform that wins this won’t necessarily be the one with the most sophisticated AI model. It’ll be the one that figures out how to reach and serve the 80% of the global business market that technology has essentially ignored for the last four decades. That’s not a dying industry. That’s the opening chapter. The noise you’re hearing from the market right now is the sound of capital repositioning. Some of it is legitimate. Some of it is theater. But don’t let the theater make you miss the actual plot: software and AI are building something together, for a much larger audience than either has ever had before. The revolution won’t be loud. It’ll just quietly show up in a small business in a city you’ve never heard of, running better than it ever has, because someone finally gave it the tools it deserved.​​​​​​​​​​​​​​​​

LaughSwimming4518

I got these two British REITs: Tritax Big Box (BBOX) - for xl scale warehousing. Primary Health Properties (PHP) - big fat landlord for GP, dental practices, pharmacies.

w33bwhacker

Yeah, GP is either a bot, or a human writing fanfic. There's absolutely no significant trend of western academics suddenly picking up their lives, learning Chinese/Japanese/Korean and moving to Asia -- unless they're already Chinese, which is a dirty little secret of how western universities have been paying the bills / abusing the help for the past couple of decades, and not a great situation in the first place. So what we really have, to the extent that there's any truth to the claim at all, is that more Chinese students are staying at home instead of coming to the US and paying full freight or being an underpaid graduate student. But if you're a work-eligible US STEM researcher, you have dramatically more income opportunity in the US than anywhere else in the world, and people know it.

w33bwhacker

Yeah, GP is writing leftist fanfic.

RODjij

I'll have to see it to believe it. Most of their products that arent corporate suite fail or are failing. Internet explorer, been dead for a long time. Zune, died shortly after being released Windows mobile OS & phones only last a few years. Vista, W8 & W11 have been pretty bad. W11 requires newer hardware to install. Cortana went away pretty quick. Xbox never recovered from Xbox One reception & is losing its player base slowly, keep upping GP prices for those staying. Legacy, business & academia are practically keeping them alive. Theres absolutely no innovation over there, good chance their Ai program won't be as good as the dozens of other models other there currently.

moanngroan

There is "free" healthcare in Canada and you would be horrified to see how many taxpayers don't even have a GP.

MitchCurry

Averages, plural. Not singular. P/S and P/GP is included and those are fair comparisons. Also, PEG is extremely subjective. Whose EPS growth rate are you using? Your own? What's your track record? Or are you using analyst data? Is the analyst excessively bullish to curry favor with management? What's their track record? Koyfin has HOOD PEG at 1.5. Zacks is at 2.9.

SignificanceLate7002

GP regained compliance. https://www.stocktitan.net/news/GP/green-power-regains-compliance-with-nasdaq-s-equity-rpjpcc2kclc4.html

againwiththeclimax

Oh now you fly high GP lol

Substantial-Sell7925

Whats happening with GP?

Left-Kitchen2135

Thought GP would be the play guess im wrong

againwiththeclimax

Lol I'm ready for GP to just dip back down a little more and it misses my order by one cent.

SignificanceLate7002

GP up 30% now. 3 million float. Could be a good runner.

SignificanceLate7002

GP News GreenPower Reports Revenue of $8.5 million and Net Income of $4.2 million for Third Quarter https://www.stocktitan.net/news/GP/green-power-reports-revenue-of-8-5-million-and-net-income-of-4-2-zo6s3ki4d21m.html

Reasonable_Water6232

GP has gone up 20% overnight. They had some good news before market closed. Might run  bit more after markers open ?

SignificanceLate7002

GP News GreenPower Reports Revenue of $8.5 million and Net Income of $4.2 million for Third Quarter https://www.stocktitan.net/news/GP/green-power-reports-revenue-of-8-5-million-and-net-income-of-4-2-zo6s3ki4d21m.html

lupercalpainting

You should talk to your GP. Mine built a case around my hyperlipidemia and insulin resistance. They'll likely need to do an oral glucose tolerance test, a regular fasted insulin draw probably isn't enough (otherwise you'd likely have already been flagged about prediabetes). A sleep study might also help. Mind showed mild apnea that instead of doing a CPAP he wanted to repeat after I'd lost weight as that's sometimes enough.

Saulthewarriorking

How, I'm curious. Also my GP doc is a skinny dickhead

Cheap_Sir_7100

Love me some good GP-40s

MitchCurry

[Here's ](https://www.reddit.com/r/stocks/comments/1qoa9tx/comment/o20w2wz/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)what I wrote last week: Bobs Discount Furniture, Inc. (BOBS) is looking to IPO at a range of $17 to $19/sh. At the midpoint, that'd raise $350MM at a valuation of $2.35B. In FY24, they reported revenue of $2.03B, basically flat from 2023 and down \~4% from 2022. GP% was 47% in FY24 while OI% was \~6%. Net income was $87.9MM (4% NI margin). Net income did rise while revenue stagnated. They're also FCF positive. YTD Q3'25 looks much better than YTD Q3'24 so they may have re-accelerated topline growth. Balance sheet is meh. They took out $350MM in debt late last year in order to pay Bain Capital, owner of the company who bought it in 2014, a dividend that exceeded $400MM. Part of the IPO funds are allocated towards paying back that debt. Company plans to expand from 200 locations to 500+ by 2035. Anecdata from the pre-Bain days: As a native northeasterner, reports of poor customer service and bad deliveries were accurate. I'm bought some furniture from them one time a couple decades ago and never did again. No interest in this company.

MitchCurry

Reddit is trading at 16x EV/S, 19x GP, 63x FCF. For me, I wouldn't call that reasonable.

BuySlySellSlow

Thanks, Chat GP Tom Lee.

All_FIREdUp

Converted all my USD to RuneScape GP for safety

Olangotang

Google is the best investment because **they are THE AI company**. If you don't believe that, you have more money than sense (most of this sub). Google Deepmind created the GP**T** transformer architecture. OpenAI isn't innovating much on it, and Altman is a clown. There's also the open source threat, in which the models are a few months behind SOTA, but drastically smaller in size.

MitchCurry

Really like what I'm seeing with NOW. RPO accelerated for the first time since 2023 and is outpacing revenue growth. GP% did shrink but OI% expanded. Customers with an ACV >$5MM accelerated in 2025, gross retention has been 98% for 8 straight years now. It's not cheap by any metric but it's also trading at the cheapest P/S and P/GP in a decade and cheapest P/FCF since they became consistently FCF positive. Same for P/E. Optimized for FCF margin (40%), they just need to grow on the topline by 9% annually over the next decade to justify today's price. I opened 3/5 of a full position this morning at $115.39/sh. I left some room to add and will likely do so if it keeps slipping. If it bounces, I'll watch over the next few quarters and decide if the headwinds are overblown and is worth making a full position.

All_FIREdUp

Converting all my USD to OSRS GP as a safe haven

MitchCurry

A couple IPOs coming down the pike, neither of which are garbage data center REITs or some crypto exchange bullshit. Bobs Discount Furniture, Inc. (BOBS) is looking to IPO at a range of $17 to $19/sh. At the midpoint, that'd raise $350MM at a valuation of $2.35B. In FY24, they reported revenue of $2.03B, basically flat from 2023 and down \~4% from 2022. GP% was 47% in FY24 while OI% was \~6%. Net income was $87.9MM (4% NI margin). Net income did rise while revenue stagnated. They're also FCF positive. YTD Q3'25 looks much better than YTD Q3'24 so they may have re-accelerated topline growth. Balance sheet is meh. They took out $350MM in debt late last year in order to pay Bain Capital, owner of the company who bought it in 2014, a dividend that exceeded $400MM. Part of the IPO funds are allocated towards paying back that debt. Company plans to expand from 200 locations to 500+ by 2035. Anecdata from the pre-Bain days: As a native northeasterner, reports of poor customer service and bad deliveries were accurate. I'm bought some furniture from them one time a couple decades ago and never did again. No interest in this company. Also on the IPO docket, Once Upon A Farm, PBC (OFRM), the company co-founded (sort of) by Jennifer Garner that runs a *lot* of commercials. Also looking to go public at a range of $17-$19/sh, the midpoint would raise almost $200MM and value the company at \~$725MM. Revenue was $156.8MM in 2024, up 66% from 2023 ($94.3MM), which itself was up 42% from 2022 ($66.3MM). They are losing money on an operating income level, -$15.3MM in 2023 and -$6.3MM in 2024. Bottom line losses total $40MM over the past 2 full years. FCF was negative at -$9.5MM in 2023 and -$14MM in 2024. Balance sheet is fine. Baby food made up 26% of 2023 sales with kid food being the other 74%. That changed to 33% and 67%, respectively, in 2024. Through H1 of 2025, revenue was up 68% to $110.6MM. However, SG&A increased by 70%. Like I said, they run a *lot* of commercials. Operating losses accelerated from -$3MM to -$9.2MM and net losses jumped from -$4.2MM to -$28.5MM. I'm not really interested in OFRM either but I could see it being an acquisition candidate pretty early in its public life. Neither company tickles my fancy but I always love when new companies come public.

MitchCurry

Still trading above it's 1Y and 3Y average P/S and P/GP. Still trading at 80x FCF if you want to use that metric. I won't even look at P/E since it's stupid high and they aren't optimized for it. Not sure I'd call it cheap, forget calling it really cheap.

Orobayy34

European calls replicate the payoff of a limited liability investment in an asset with a mixture of debt and equity and no margin calls until expiration. It's a perfectly reasonable strategy to simply buy long-dated ITM LEAPS if you just want modest leverage, low monitoring costs and cheap financing. Broker margin is much cheaper now than it used to be so the tradeoff has probably changed. OTEs are pure gambling with slightly better odds than a casino. There's a reason why Jane Street's last remaining GP's side hustle is a literal actual casino. People like gambling.

chargedcapacitor

It's a generac, but just a GP6500.

derivativesmarket

Simply on GLP-1… Buying meds from Eli Lilly Direct and going to you regular GP is a better alternative then getting into yet another membership.. Tirzepitide (Zepbound) has better anecdotal evidence for effectiveness for weight loss than Wegovy. But that in my option isn’t the lead. The reduced inflammation, helping with sleep apnea and that Zepbound will be in pill form shortly enough makes me long on ElI Lilly.. plus their mgmt is top notch. Hims hair loss products are substantially cheaper just going to your GP..Finasteride is sold as a generic. Rogaine is over the counter. Cute packaging is Hims hook. Like another guy said they are just a marketing company in the end.