HD

Available-Range-5341

I bought some MMM, HD, and CRM on dips in the middle of the day. BUT sold it when it recovered. No way in hell am I holding stuff overnight at this point.

obidamnkenobi

I buy satellite time to buy HD images of the company HQ to evaluate their work, and pay for industrial espionage to get inside secrets from the desk of the CEO. Anything less you're just guessing.

Me-Regarded

I'm seeing deals. I have mental notes on which companies crushed earnings and guide and didn't sell off. Things like HD too, BA, ELF, etc

Timely_Primary521

Yeah that's your broker closing you out because of pin risk. They don't care that HD was 2 points away — they care that if the short leg gets assigned after hours and the stock gaps overnight you'd owe way more than your account can cover. With $2k in the account they're not gonna take that chance. It sucks but this is one of those lessons everyone learns once. Close your spreads yourself before 3pm on expiration day. Don't let the broker decide for you because they'll always fill at the worst possible price. The .08 vs .01 difference is basically the cost of them market ordering it to get rid of the risk immediately. Also worth knowing - stocks can move after close on expiration day and options can still be exercised until 5:30pm. So "2 points away" at 3:57 doesn't mean safe. Your broker knows this even if you didn't yet.

Available-Range-5341

The pain has been rotating all year. This week it's in HD, MMM, PG type stocks + banks Many tech stocks that already crashed up are but they already crashed

No-Improvement3164

“When bombs are flying time to be buying” New m not buying til this sub is crying and HD is out of rope.

infernalbunny98

As a previous HD employee, he looks like a Store Manager.

Affectionate-Idea690

noemi is gone and HD is risiing lloololol

G0RD0N_CLARK

Great first run but have you tried watching it lately? The old school non-HD picture quality is super distracting, hurts the experience.

Yogurt_Up_My_Nose

yeah I remember getting glasses for the first time at 27 or so and it was HD, but now at 40 it's 4k.

smart_doge

Back in my day, new glasses meant getting HD

Me-Regarded

I mean HD smashed earnings and Lowes... Back to pre-earnings price. I like the buy here

brucekeller

I try to stay a semi-permabull simply because of history... but man, it's worrying what's happening with HD/SSDs and RAM. Those price increases will hit a lot of other tech in the next year. Not just that though, some prices are still nuts and going up. I just found out that my old CSGO account's crates are worth like $2k lol. $2k for like 50 gambling crates on a 10 year old game.

freeportme

HD 🔥

Own-Wolverine-5361

!banbet HD 367 1d

King_Siege

!banbet HD -5% 2d

Sufficient-Love9567

Anyone playing HD I feel call since every construction worker or company buys from there so there is no way they aren’t profitable? Also HIMS puts I only got two of them but fuck it we ball

Large-Werewolf-7000

Sold my NVDA calls this morning, sold my HIMS calls because I think it’ll tank now Sold my HD calls for a $1500 profit Sitting on cash with a pending PDT that will clear at 9:30am tomorrow.

Inevitable_Comb5117

Anyone doing HD calls or puts?

bdh2067

I sold a strangle. Think it’s gonna be an inside “who cares” sorta move. Better might be Lowe’s after HD gives us the peek

successful_gap_v3

$HD put or call? my gut says put

BarbellPadawan

HD earnings are going to be dogshit tomorrow

PartyClient3447

There were some ridiculous valuations during the dot com blow up. I think it was flowers.com valuation was more than HD and Lowe’s combined. Have been waiting years for Tesla’s value to return to something it should be. I don’t see how it can be where it is but I am not a visionary.

prophetmuhammad

i put in a couple limit sell orders to diversify. i'm hoping to buy shares of korean nuclear energy (KEPID), shipbuilding (Hanhwa, Hyundai HD, and Samsung HD), and steel (POSCO)

AdApprehensive4272

My first PC had 120 megabytes HD.

DismalRoyal1

thoughts on HD?

M_from_Vegas

HD too

Gulliveig

Check out this Axios analysis: [https://archive.is/9p3HD](https://archive.is/9p3HD)

Roygbiv-Turtle-98

i dont give a shit about price history. if i can buy a HD for under a hundred bucks, whats the problem? I can literally get a 4TB HD for 100 bucks **right now.** I bought a 2TB Seagate in 2020 - I paid 50 bucks for it. Now its 80 bucks. HOLY SHIT. END OF THE WORLD. 6 dollars increase per year!? **We're cooked!** I bought a 4TB HD in 2022 - i paid 85 bucks. so price has gone up now **15 dollars!** HOLY SHIT People have to STOP ORDERING DOOR DASH FOR A DAY to afford these EXTREME HARD DRIVE PRICES! OMGGG

iMadrid11

Hard Disk manufacturing has been consolidated to 3 companies. Seagate, Western Digital and Toshiba. Toshiba is a smaller player catering to budget markets. So it’s only Seagate and WD that’s left competing on the high end enterprise HD market. In an effective monopoly. There’s hardly any incentive to increase manufacturing capacity and lower prices. When there’s no competition and they’re already sold out a year in advance. It would also take 2 to 3 years for a new fab to go online. If build a new factory today the AI bubble may have already popped. So there’s no more AI data center demand.

sumogringo

Disrupt the supply chain buying all the HD's regardless if used or not over the next 2 years knowing you'll be able to return them back into the marketplace still at a profit if things go south, seems like a great tactic. Nobody is using all these HD's anytime soon, just prevents others from competing at scale. If your WD booking out manufacturing 12-24 months for high capacity drives is dream, someone is paying the invoice. Consumers end up suffering with lack of products and pricing. A 32tb seagate ironwolf pro drive $699 on sale, by next month this will probably be well over a $1000+. Bought 20tb drives 2 years ago at $279. Consumers will be losing for upcoming years.

PretendAgency2702

If I'd ever buy a bike, it would be an Indian rather than HD. Much better comfort and drives better than a HD that rumbles and shakes 

raleighs

Everyone in the future is gonna have a terminal, that requires a subscription. No cpu, gpu, memory, HD…

orangeyougladiator

If there is why hasn’t there been a single HD sighting of one?

Poobbly

June 2023 WD 12th Red Plus NAS HD

Poobbly

I paid $199 for a 12 gb NAS HD less than 3 years ago which now costs $495.

DrElkSnout

I just want to know when we're going to start seeing Ray-ban Meta HD police videos.

elonzucks

The thing with HD and LOW is that many times, when people are not moving, they buy more products to make upgrades to their current homes...so it might not have a direct correlation with the housing market.

Fantastic_Rate898

HD, LOW, DHI, LEN, NVR all reporting within 3 days of each other - that's like $500B in market cap dropping data on the same cycle. Smart money's definitely positioning ahead of this, just look at the options flow on homebuilders last week.

Routine-Sky4393

When to get ahead of housing related stocks? WHR, HD, LOW?

pink_ego_box

>(1010-)P303 is a phase 3 trial. You may think of it as a phase 3 trial in terms of size. But did not measure effectiveness. It's not what the FDA uses to assess approval of a BLA. >The >50% efficacy high vs low dose is just plain wrong It's >50% in older adults. [https://www.sciencedirect.com/science/article/pii/S1201971225003224](https://www.sciencedirect.com/science/article/pii/S1201971225003224) "Among adults aged ≥80 years, for whom HD-IIV was preferentially recommended, HD-IIV was more effective than SD-IIV by 54% (95% CI: 10%, 76%)." Using a broader range, "rVE of HD-IIV versus SD-IIV was 29% (95% CI: −22%, 59%) among subjects aged ≥60 years." >\>I‘m open to changing my mind  That's the point, you only give your opinion. You're entitled to it, doesn't make it the truth.

Skittler_On_The_Roof

They're between the same rock and hard place companies like Harley Davidson are.  Even if they want to innovate, a lot of their key demographic is allergic to it. Harley learned by building an actually good product in the V-Rod.  American HD owners HATED it.   Regarding the Bolt- it was reported/believed GM took an $8-$9k loss on every one sold.   Outside of high-end trucks and SUVs, in much lesser volume than now, I don't see how the big 3 will survive beyond the next decade.  The pivot to small, efficient and innovative cars is an uphill battle their competitors don't have.  UAW costs, red tape, investors who see the billions lost on EVs here, and alienating the existing customer base that's keeping them afloat.  And now even Japan and Korea need to be worried about China.

pink_ego_box

>P303 (Phase 2 - immunogenicity) Biological: Licensed Quadrivalent Inactivated Seasonal Influenza Vaccine Sterile suspension for injection Other Names: Fluarix Quadrivalent **Fluzone HD** [https://clinicaltrials.gov/study/NCT05827978](https://clinicaltrials.gov/study/NCT05827978) P304 (Phase 3 - Efficacy) Participants will receive a single injection of active comparator trivalent influenza vaccine (TIV) or quadrivalent influenza vaccine (QIV) (Fluarix®, Fluarix Tetra, Influsplit® Tetra, Alpharix® Tetra) on Day 1. [https://clinicaltrials.gov/study/NCT06602024](https://clinicaltrials.gov/study/NCT06602024) No reason at all to change the control except to make your product look better by using a shit control. High dose conventional efficacy is 54% higher for ILI (https://www.sciencedirect.com/science/article/pii/S1201971225003224) which is exactly what Moderna was looking at in the P304 trial, where their own vaccine was only 26% better than low dose conventional. Crooked trial design. On purpose.

ObxPogue

Daytrade $MO, $PG, and $HD on bear markets

skymagic

as a straight man my only complaint about ghey porn is that it's not HD, a lot of times it's 280p, 480p if I'm lucky, and only once in a blue moon it's 1080p 😤

timohtea

It’s getting kinda scary. Americans are realizing there only like 1000 of these super people…. But there’s 340 million of them. And I get to watch it all in HD

MrMathamagician

I got slaughtered on MSFT, AMD and silver. When i look at msft turning in an amazing quarter and a massive sell off it tells me the extreme unrealistic level of growth priced into the market is not sustainable. I believe there will be either a controlled or uncontrolled deleveraging of the market. As others have said I would get out of margins and play defensive. Defensive consumer cyclicals have got in when selling of mag 7 have occurred. For what it’s worth I’m 100% out of msft because of double peak and failed retest at the neckline. Out of Meta because it gapped below 200ema on the 4h I am bullish on HD and Apple both above 200ema on the 4 hour + below ATH

Physical_Pepper8177

Walmart hitting $1T feels less like a hype moment and more like the market finally pricing what the business actually is... I ran a comp screen for companies with similar structural qualities to Walmart & not “retail vibes,” but the boring stuff that compounds: * scale * logistics and distribution advantages * steady ROE * consistent cash generation No surprise, names like HD, COST, TJX show up quickly. But what stood out to me is how long the market tends to treat these as “just retail” before eventually repricing them as something closer to infrastructure with cash flow. The pattern looks familiar: * Growth slows, expectations reset * Margins hold up better than expected * Cash keeps compounding * Multiple quietly expands * Suddenly it’s viewed as a platform, not a store Walmart just crossed that psychological threshold. The more interesting question (to me) is whether a few of the other large-scale, logistics-heavy names are earlier in that same arc. Not saying “next Walmart,” but the data suggests scale + distribution + pricing power still matter a lot, even when narratives change. Is this a one-off rerating, or do a few of these models still have room to surprise? Curious what others think..

york182000

Yeah, I mentioned the $8 tier right there in my very short, easy to read comment. And it's HD enough, I'm not a pixel-snob.

Icy-Tea-2954

I’ve often wondered about this as a retirement hack. Save up a million bucks, get a job as a greeter at HD or WMT, dump it all into company stock at the X% discount - profit.

The_Cornwallis

Owned $HD for years, can confirm you won’t regret it

Embarrassed-Chain265

Pedophilia is the currency of the rich and prob always has been. I'm not sure why any news surprises me these days. Calls on HD though because we are going to need a lot of pitchforks

TempusFugit314

I believe you’re looking for $HD

Commercial_Seat_3704

Rope sales about to 10x. Calls on HD.

No_Current3675

ADBE is a shitco. You can get freeware that, for most users, is 95% as good. Without those asscunts mining your HD to train some shitty algorithm.

zennsunni

You could give quantum artificial super-intelligence, a thousand engineers, and a trillion dollars to HD and they would not be able to make a better motorcycle than Honda.

PetsSwifties

In John 1:46, Nathanael asks, "Can anything good come from Nazareth?" [youtube.com/watch?v=M0O7lLe4SmA](https://www.youtube.com/watch?v=M0O7lLe4SmA) [youtube.com/watch?v=Kuii-n4lN0o](https://www.youtube.com/watch?v=Kuii-n4lN0o) [youtube.com/watch?v=GZa938jzqc4](https://www.youtube.com/watch?v=GZa938jzqc4) [youtube.com/watch?v=KSkeZIEqb4Q](https://www.youtube.com/watch?v=KSkeZIEqb4Q) [youtube.com/watch?v=HD8Tnmeba40](https://www.youtube.com/watch?v=HD8Tnmeba40)   Over 100 Solana MEME coins made, based on Jeffrey Epstein's. 99percent, went to zero. Jeffrey Epstein's Dog is INOCENT, [youtube.com/watch?v=yD4hyZ6bmBQ](https://www.youtube.com/watch?v=yD4hyZ6bmBQ)  imagine what MAX saw, put yourself in MAX shoes, Knock, Knock, BARK, BARK!!!! [youtube.com/watch?v=QVZlyuhAtUE](https://www.youtube.com/watch?v=QVZlyuhAtUE) !!!!! [youtube.com/watch?v=zd\_8l5A4Rng](https://www.youtube.com/watch?v=zd_8l5A4Rng) !Trump/Clinton/Bill Gates/Elon/BARK!!jayZ, Bark BARK!!Swifties, Bark cuties, [youtube.com/watch?v=kffacxfA7G4](https://www.youtube.com/watch?v=kffacxfA7G4&list=RDkffacxfA7G4&start_radio=1)  !!  CA 2aDdFujHvy8EU96K2cWYSQZDpqbeS9ZZbpnxDep5pump The Secret Life of Pets 2 | Max and Duke Go on a Road Trip! [youtube.com/watch?v=NXgROcXOVKg](https://www.youtube.com/watch?v=NXgROcXOVKg)  SEND MAX TO 1B/1USD/PER MAX!!!!!!!!! The Secret Life of Pets. How to buy, in phantom wallet, click at SWAP, click at USDC, at, the search box, paste CA and swap with SOL/USDC or any other meme in your wallet [youtube.com/watch?v=y06HYMkNm4I](https://www.youtube.com/watch?v=y06HYMkNm4I) [youtube.com/watch?v=H58vbez\_m4E](https://www.youtube.com/watch?v=H58vbez_m4E&list=RDH58vbez_m4E&start_radio=1) Kendrick Lamar - Not Like Us "Probably A-Minor" is a key lyric from the 2024 Kendrick Lamar diss track "Not Like Us," BST FOOD EVER. [youtube.com/watch?v=tN5gEwy90MU](https://www.youtube.com/watch?v=tN5gEwy90MU) [youtube.com/watch?v=JYy6L1UNRSw](https://www.youtube.com/watch?v=JYy6L1UNRSw) [youtube.com/watch?v=jYbDf8taLT0](https://www.youtube.com/watch?v=jYbDf8taLT0)

KingDeeze

HD calls 📈

grizzly_teddy

It's the other way around. Waymo has no real future for profitability. Tesla has the ability to churn out FSD cars. Waymo cannot. They will take another 2 years to pump out a measly 2000 cars that cost $80k+ to make. Their unit economics are so bad and cannot be understated. That, and they can't expand as fast as Tesla can. We already have a real world example of someone who took a Tesla coast to coast with FSD, no interventions. People saying Waymo is ahead are just ignorant. They are so far behind that their entire business model, IMO is effectively dead. They won't be able to compete at the cost per mile. They require HD mapped data to expand to new cities. Their supply chain does not allow them to scale production of vehicles, even if their software was capable. Tesla energy is probably worth $100b+ alone. Growing at nearly 50% YoY and not slowing down and 30%+ margins. I honestly do not think Waymo will ever make a profit. Period.

Sufficient-Skill9530

I am not saying Iran will win, at all. But how much did the Iraq war cost in lives and treasure. Also, the American populace was still in a frenzy from 9/11 and were all the eager to be sold on a war under dubious justifications. That could not be more untrue in 2026 with a Trump presidency. The same Trump, lest we forget, who is named egregiously in the Epstein release. Americans are not in the same state of naivety as in the 2000s. Certainly not after watching a genocide in HD streamed from Gaza.  My post is not fundamentally about Iranian capability in the upcoming conflict, it is about what will happen in the market when it does. 

bendersd

why are these photos is like 280P resolution? shit use to be HD. I can barely read the names.

balls2hairy

Of course. The guy talking about AVX2 is retarded. H.264 codecs will run HD videos just fine. An old MBP can't update the OS and so can't update browsers which in turn make them incapable of doing the same.

tonydtonyd

How does Elon’s broken dong feel down your throat? Lmao. You might not be an asshole, but you’re a fucking idiot. Oh wait, you are an asshole because you’re cool with people dying from regard robotaxis. That’s all fine and dandy until that death is one of your loved ones. You have no concept of how good the software needs to be to make Elon’s dream a reality. As soon as the software is safe enough to turn a profit? Are you fucking retarded? Cruise had one incident that involved a life altering accident, the entire company effectively vanished and they had to pay an 8 figure sum. When is this software magically getting better? Robotaxi in Austin relies on an HD map and the latest consumer FSD model still makes pretty egregious mistakes. You may only need to disengage once a week, but at a fleet level it’s no where close to being autonomous. I beg you, look back for 1 minute, take a step back and think about this.

ServoFFXI

Didn’t buy RAM/HD stocks I see. 

moniker89

Usually those events get investigated and often the cop gets put on trial with a jury of their peers. I know there are instances where that isn't the case, but it's pretty damn rare to have 10 HD video camera angles of cops murdering people and for the Federal government to put their hands in the air and say they aren't even going to get investigated, much less put on even an administrative leave (these guys are still active duty, working today). Like what's going on is pretty fucking bad even considering all the bad shit that goes on daily.

ICameSawAbstained

Howdy. Not quite. The main thesis is linked at the end of the post, this is merely an "update" based on new partnership between Hyundai and Palantir, which increases TAM. Magnachip in its purest turnaround play sense has contracted revenue from mid 2026 onwards to Hyundai Mobis (EVs, and robotics), not to mention their diversification in power solutions for solar and energy applications. Almost any revenue - Hyundai Mobis, Hyundai HD, and any other customer wins, would cause a rerate to a book value of $5-7 per share.

ch0c0l8cake

Calls on HD

dbgtboi

It's kind of funny ngl that they are doing this shit in 2026 when everyone has phones The government put out a comment about how the guy was armed and then you see the top comment showing actual video of what happened Back in the day, you could easily lie and get away with it, but it boggles my mind how they still lie in 2026 when there is HD video showing you are full of shit What a time to be alive

fuckyeahmageknight

People are saying Palantir scored an HD Hyundai deal and here I am not even knowing deals could come in HD now

MaleficentTangelo878

Yeah, I'm new to posting on Reddit and realize I used a "pumping" title and what have you, but I genuinely believe in the turnaround story and value here. I plan to hold for at least 1-2 years. I would not recommend waiting. The primary reason is that the management team that came in close to a year ago seems to sit on news until everything is 100% locked in. The previous management team would throw out big press releases and then only see them come to fruition sometimes. That, combined with my own DD leads me to believe there is more big news to come shortly. This leadership team has won trust thus far and therefore I will trust them until they give me reason not to. I trust them about the following: \- They said that other major IPs are reaching out to them to copy the Fallout model. \- They still have 2 years of partnership with Fallout left and have not even released the holy grail, true Nuke Cola yet. The launch in Costco was exclusive to Costco for a period of time, but I am highly confident Walmart, and other major players will want multi-packs as time allows. \- I track employee moves closely on LinkedIn and it seems leadership is methodically releasing legacy employees that didn't show results and are bringing in proven players across the board. \- They've stated that they have matured their contracts with co-mans and believe they can maintain growing margins with scale now. \- They said on the previous earnings call that major retailers who weren't interested in talking to them before have been reaching out. \- They've said they have big plans for zero sugar \- Congress seems open to punting the HD9 ban two years further to allow for regulation instead of prohibition. Jones was growing rapidly in this space and has the brand and positioning to excel in a regulated environment. \- They files an S-1 with an intent to uplist to NASDAQ, which will allow easier access to everyone and drive volume and liquidity among retail inventors and more funds. They said they were waiting to do so until some of the "exciting things" they have coming up play out. \- They are reformulating Spiked Jones to be ready for mass distribution I could keep going but I think everyone has stopped reading by now, lol The bottom line is that if you wait, maybe you can get it a few cents cheaper, but this will also pop 20-50% whenever some of the good news coming drops.

HDauthentic

Wow this is a super HD stream

CCWaterBug

Yes, it's a faster and easier checkout AND I'm not handing over my.cc to a random small business, like aa certain tea.shop we found on vacation and order their stuff online now, always paypal, and I use it for HD, ACE, and a few others.

Guilty_Psychology_28

Moon landing truthers never seem to mention the fact that there were nine crewed missions, six of which went to the surface of the moon. We drove a fucking car on there and played golf in HD.

WuhansFirstVirus

Goal is $50K in capital gains for the year. Up $7K YTD. Thanks to $HD, $XOM, and $BX. Maybe purchase investment property.

Bravadette

The HD videos coming from the artemis crew are going to pump space stocks so much...

metmajor

I've followed stocks that get a short-term boost being sponsors of Olympic games and the World Cup...KO, PG, BABA, V (Olympics) and KO, V, BAC, HD, MCD (World Cup)

Crazy-Being7729

Was about to sell at a loss, but the past few days HD has totally clawed back my calls! Sold at 200% gain

ThinkingOfTheOldDays

XLRE, HD, LOW, builders first source 

abroadbroadband

Straight up lying about not dating when they have crispy HD footage of you on a dating reality show is fucking insane Erika 🫵 Try harder

kylestoned

RH UP 4% NKE UP 3.23% COST UP 3.71% HD UP 2.98% M UP 5.52% Wanna know what all these stocks have in common? Big impact from tariffs. Wanna know what happens tomorrow? Possible decision on tariffs. Possible front running of them being struck down.

Time-Combination4710

RIVN, TGT, NKE, HD, COST, AAPL, CAT Would all benefit since they are import heavy and are being impacted by higher costs.

d33p7r0ubl3

Time to buy HD I guess

Necromancer2k8

I agree completely. The insane prices for ram & storage will catch up with the industry capex numbers sooner then we think. You estimate last quarter a 10 billion spend on HDs and it's now getting you roughly 25% less product. You estimate 10 billion on ram, now it's roughly 50% less product. Even TSM wafer costs went up 10%. Now I understand there are contracts for set prices but those will expire at some point (you don't make 2-3 year commitments on purchases of volitile commodities like ram & HD) so renegotiatikn will be brutal for people like apple & dell who do short term or have recently expiring deals. Ride this bubble as long as possible but when it bursts, it will be a cascade of catastrophe across the world.

lipmanz

Gotta think HD doing 10-20% to get back over 400 this year is high probability, plus you get the 2.25% Div…so why am I like… meh

Confident-Sector2660

it didn't make them the best. It gave them an early lead at doing HD map based driving. No one is pursuing that anymore

AntoniaFauci

My argument would be that nobody is asking for a hard drive of data in a drop of water. Data storage people care about speed, reliability, cost. Memory and hard drive designs seek lower latency and fewer crashes and cheaper production. Nobody needs 14 TB drives, they’re just the current default because that’s how much fits in a “hard drive” sized packaged. 99% of PC users don’t even need 1 TB. If physical size were a driver, the industry would have shrunk a 1 TB drive to be 1/14th as big, but nobody’s asking. Form factor isn’t the issue. I can’t even imagine how slow it would be to gene splice all the sequences, and then how would deletes and edits be done? How slow would reads and writes be? How resilient is data that can be contaminated by an invisible particle? That said, there was a time when someone probably wondered why we’d need millions of magnetic particles storing polarities, and how clunky world edits and deletes be on a long reel of tape and what if the tape gets stretch or demagnetized, and what if we could put these magnetic bits onto cylinders or discs, and so on. Maybe that’s it’s kind of that I’d wish these geneticists would do more of the cancer curing we’ve been promised for decades and worry less about how many HD seasons of 90 Day Fiance they can fit in a cup of water.

General-Tap-5070

Is that the doc with those new Microsoft 1080 HD glasses?

Symphonize

The last few years, I’ve had an individual HSA through my company because my spouse was on their own HD insurance plan (with their own HSA). Now they are on my benefits, and I can contribute up to the Family HSA max. How does that work for the account though, will it be a different account since it’s family now instead of individual, or are they all treated the same? And how does it work for reimbursements and what not, especially down the line? I transfer my HSA to my brokerages HSA 1-2 times a year so I can invest it there. Will I be able to keep transferring to the same account?

PuzzleheadedSpeech67

Your list is broad. I'm still thinking through ten stocks for the long run, not sure how long of a time horizon. I've got a few more than ten but picking a few options for more research Amazon Walmart Nvidia Google Netflix Have to have something in the energy space, grid, solar, nuclear etc Risky bet Oklo, Hubble, Stable but boring Exxon Defense Sector - RTX INFO SEC NET CYBR CRWD Retail HD DKS Ulta

Montaingebrown

No, he's not trying to time the market. If you'd read intelligent investor, you'll realize that the idea is to invest in undervalued companies with performance potential. He's not finding anything that's undervalued or even fairly valued that he thinks has high potential, so he's holding on until such time those buys become available. And he doesn't always buy shares. There are plenty of examples of him buying corporate and municipal bonds as well. Or even issuing structured debt. For instance he supported Harley Davidson's 2009 crisis financing structured as a high-coupon loan -- much smarter stance in hindsight when you realize how much HD has been struggling. And it's not like he's always risk averse. For instance, during the 2002 crisis, Berkshire quietly bought about $8 billion of “junk” (high‑yield) corporate bonds very quickly, at a time when credit spreads were wide and sentiment was poor. Berkshire Hathaway one of the highest Sharpe ratios in his category (publicly traded mutual funds). For instance, AQR’s “Buffett’s Alpha” paper calculates Berkshire’s Sharpe ratio at 0.76 over 1976–2011, nearly twice the U.S. stock market’s \~0.39 over the same period.​ Similarly, he had a 0.79 Sharpe ratio from 1976–2017, again about 1.6–2x the broad market, and this was the highest of any U.S. stock or mutual fund with a 40‑year history. If you look at it on a trailing 1‑year basis, the current 1‑year Sharpe is 1.51 for BRK.B as of this summer.

Creative-Grocery2581

HD

Ok_Cry7572

Stocks Near 52 Week Lows: Costco $COST - $870 Linde $LIN - $425 Domino’s $DPZ - $420 Home Depot $HD - $345 Salesforce $CRM - $265

Employee28064212

Jumped back in on Home Depot (HD) today. Looks like it's dipped a good bit...We will see I guess haha.

cvc4455

Google maps has street view that seems to cover almost everywhere near me. I wonder if when they drive vehicles around for street view they are now HD mapping areas too.

EducationalSalary586

My questions are generally: Do I want to buy more of this now? Would I buy more if it dropped a lot? Would I rather own this instead of VTI? If the answer is no I generally sell. Just put in sell orders on long term positions of: HD MCD SKYY All were up but didn’t beat VTI in the time I owned them.

Sapere_aude75

Googles user and map data are great resources, but I don't think they alone are adequate for Waymos HD mapping needs. My understanding is- every road must be specially "HD mapped" before Waymos begin operation in that area. I believe you are correct about the maps data not being explicitly tied to car sensors. I think it's a bit of a black box on the proprietary info though. My understanding is that it's somewhere in the middle. Like a Waymo could generally operate if you threw it onto some non hd mapped road, but it would be more prone to issues.

bonestamp

> There is no reason to invest billions to bring products to market that everyone know's won't sell very well. Bringing the product to market creates an ecosystem of developers who are also investing millions developing entertainment and productivity software and content for the platform. They're hoping some developer will create the "killer app" that makes VR (or AR) a must have product for everyone. Right now, VR is mostly being used by select gamers and porn enthusiasts. Personally, I've started to watch some TV shows and movies in VR. The displays in the Quest line aren't as high quality as my OLED tv, but I can size the playback window to occupy almost my entire field of vision, which is a very immersive viewing experience that is nearly impossible to reproduce with other technologies at home. As the display quality and other technologies improve, this could be a viable medium for videophiles and cinephiles to enjoy their hobby too. I see a future where someday a lot of 3D sports content and 2D tv/movie content is consumed in VR/AR headsets by the masses. I watched a few NHL and NBA games in VR last season. The production value has a lot of room to grow but it already gives a very satisfying "in the arena" feeling that a lot of sports fans will enjoy. There is something special about being able to look up and see the arena's scoreboard and feel the buzz of the crowd from the grandstand perspective. Some believe that since Apple now has the US TV rights for F1, they will have some exclusive VR viewing experiences in Apple Vision Pro this coming F1 season. It's all happening very slowly, but I think they're on the right track. It's probably going to be even slower than the HD to 4K transition of TV... many of us have had 4K TVs for more than a decade and yet there is still very little live TV/Sports available in 4K.

No-Improvement3164

HD has a $1 PT increase. Time to load. 😂🤡

Guy_PCS

Waymo operates at SAE Level 4, offering fully driverless robotaxi rides within specific, pre-mapped geofenced areas using lidar, radar, cameras, and HD maps, while Tesla's current FSD (Full Self-Driving) is classified as Level 2, requiring constant driver supervision. "Tesla could push an update and millions of cars would become autonomous overnight" lol

woodford86

You gotta think of it as a sum-of-parts valuation. HD’s operating results wouldn’t have changed (all else constant), but their investment in LiveWire has increased in value. Thus, the total value of HD as a company has increased, so your investment in HD should would go up. It’s not double counting, because they’re two separate things. No different than how your personal net worth increases because your house has increased in value. With one comes the other.