Reddit Posts
Helium Evolution - $HEVI.V imminent breakout expected
Helium evolution - $HEVI.V imminent breakout expected
What do you think?? Titan Machinery TITN??
Li-FT Power Ltd: A Remarkable Investment in Energy Storage (CSE: LIFT) (OTCQX: LIFFF) (Frankfurt: WS0)
$INTC Israels : 3.2Billion for a Western Worlds TSM. And that ASML NM Machine. 5nm, 3nm, 2nm coming. No More Taiwan TSM China Fear.
The big Picture for Royal helium - RHC.V and what investors are missing
Li-Ft Power Ltd Emerges as a Serious Lithium Contender (TSXV: LIFT, OTCQX: LIFFF)
Li-FT Power Ltd: A Remarkable Investment in Energy Storage (CSE: LIFT) (OTCQX: LIFFF) (Frankfurt: WS0)
Li-FT Power Ltd: A Remarkable Investment in Energy Storage (CSE: LIFT) (OTCQX: LIFFF) (Frankfurt: WS0)
A BMO analyst picks his winners and losers from bank earnings reports
$SAVE JetBlue + Spirit Merger Arb Summary up til now
Investing in World-class Hard-rock Lithium Project (CSE : LIFT, OTCQX: LIFFF, FRA : WS0)
Investing in World-class Hard-rock Lithium Project (CSE : LIFT, OTCQX: LIFFF, FRA : WS0)
Metasurface Eyepiece for Augmented Reality with Ultra-wide FOV
How Competitive will AMD be against Nvidia in AI Accelerator Market
Reasons other than IV that cause a skew in ATM prices ?
Is the EV motorcycle space going to be big in NA? or just Europe? $ZAPP
US Banks are grossly over leveraged. The coming downgrades are warranted.
Is the cyber security space going to keep growing?
Is the cyber security space going to keep growing?
Anyone have experience investing into sports teams?
$NILIF - Sprott Lithium Analyst just released an analyst report on Surge Battery Metals with projections implying the potential of 20X to 80X multiples still from here... 4 key takeaways listed here:
PACW Falls over 50 after reports of a potential sale, bringing banks stocks down
PACW fails over 50% after reports of a potential sale
Advice on next potential moves for my retirement account
BigCommerce Inc. ($BIGC) will announce its first quarter 2023 financial results on May 4, 2023.
PSLV vs THE WORLD - Must read for gold and silver bugs.
$COCO IS GOING TO THE MOON, IVE MADE A LOT OF MONEY IN THIS STOCK, I BELIEVE COCO WILL KEEP GOING UP TO THE MOON🚀📈🔝🏁💵👁️👁️☝🏼🥇💯
DUN NA NA NA NA - Quick 40 Second Test Run
Details into FTX days after the bankruptcy (500+ pages)
FTX Bankruptcy: Detailed bill for S&C posted
The average mortgage cost reaches 45% of household income, highest level in 40 years
FFIE- Short squeeze began - what do you think?
Help me understand my accumulating ETF iShares S&P 500 IUES NA / IE00B3ZW0K18
Dividends, so safe, that you can bank on it [DD]
FTX former CEO Sam Bankman-Fried arrested on Monday. https://t.co/DO37NA3Q7E" / Twitter
Tesla DD: The Reverse WSB Chipotle Signal Has been Hit, and Other Catalysts Incoming
So why exactly did we fall today... esp when Asia up Big time and Fridays jobs was not a big deal
The NZD is the strongest and the GBP is the weakest as the NA session begins | Forexlive
The GBP is the strongest and the JPY is the weakest as the NA session begins | Forexlive
The USD is the strongest and the GBP is the weakest as the NA session begins | Forexlive
The GBP is the strongest and the CHF is the weakest at the start of the NA session | Forexlive
Forexlive | The GBP is the strongest and the JPY is the weakest as the NA session begins
Patriot Drills 104.5 m of 0.97% Li2O and 61.9 m of 1.42% Li2O, and Extends Strike Length of Mineralization to 2.2 km at the CV5 Pegmatite, Corvette Property, Quebec DD
"Potentially the largest hard-rock lithium asset in North America"
Ever heard of EverGen Infrastructure Corp. (TSXV: EVGN | OTCQB: EVGIF)? Well, I'm glad you asked...
Ever heard of EverGen Infrastructure Corp. (TSXV: EVGN | OTCQB: EVGIF)? Well, I'm glad you asked...
This is hopefully the last time I can write about UEC on this subreddit
Will GCT rocket next week, what you think?
Top 10 watchlist TBLT, RMO, ABVC, HGTM, NA, BRDS, VLTA, REV, GWAV, TOMZ
Is AMTD a swing play at this (post pop) low?
AMDT following into steps of HDK? NA also is interesting new Chinese ipo, they seem to do quite well compared to us ipos
Applied Theory company...My stepdad has this company in his account and I don't get it.
Big time investors Putnam, Bridges Inv Mgt, Dreman Value Invest and Bank of America buy 2M Novation Co $NOVC Common off no news at pennies.
Mentions
That's why we have a minerals deal with Ukraine and the DRC. That's why we are giving tens of billions in loans and grants to NA companies to set up rare earth supply chains. That's why we are giving expedited permits to virtually every mining project. The US is fully preparing to decouple from China and the realities of war. .
- Defense stocks that actually have the capacity for wartime production and increasing production quickly to actually get defense spending. EX LHX NOC RTX. - Canadian or American oil producers ( not diversified, pure NA plays. Ex CNQ - us mining companies ( not diversified miners) ex MP - us chip makers ex Texas instruments Avoid Everything involving trade in SEA or China in their supply chain. Ie Nike, Avoid anything that gets a majority of revenue from China or SEA EX Starbucks Avoid Chinese or SEA stocks. Avoid travel/hotel companies. EX booking, Hilton, Marriott Avoid diversified miners especially in iron or copper ore with the main customer being China. Ex BHP, RIO. Avoid anything manufacturing related from China/SEA and focus on made in Europe or NA companies. Avoid tech companies like apple that rely on trade with China.
Canadian here. Need some advice: DOL | 194 shares | Avg $170.9 | +11.92% NA | 168 | Avg $126.34 | +11.95% VFV | 42 } Avg $144.65 | +5.2% I need 10k in 1 month. Which do I sell?
Need some advice: DOL | 194 shares | Avg $170.9 | +11.92% NA | 168 | Avg $126.34 | +11.95% VFV | 42 } Avg $144.65 | +5.2% I need 10k in 1 month. Which do I sell?
Can’t wait for loud and annoying NA peeps lmao
Buying expensive watches to impress idiots that don't care about you is the most NA thing you can do.
na na na na NA NA NA NA HEY HEY HEY good byyyyyyye
Now that I think about it, I've never given AA/NA/rehab suggestions and had people be like "yeah I figured I'd get some troll comments" You're a different kind of delusional. They're not trolling, they're right.
Which is so ridiculous since Intel is the only company at the moment with a High NA EUV machine in their foundry. And they cant make anything with it.
Can’t wait for Vietnamese people to brag about full shelves stacked with MountainDew and NA bacon lmao
Start buying https://messaging-custom-newsletters.nytimes.com/dynamic/render?isViewInBrowser=true&productCode=NA&sendId=201092&uri=nyt%3A%2F%2Fnewsletter%2F35a2a7ea-bf11-5201-ad80-52d80af323b0
If it’s good enough to screenshot it’s good enough to sell. If they dump the new turbo motor and go back to NA, your truck is cooked
Normally, I would say that would for sure happen. However, Elon is at war with the BBB again on Twitter and Trump will hate that. I think the numbers will be awful (that's why he fired the head of NA and EU) but the price will probably be down a bit from that news just because of Elon's war on BBB.
As a europoor, I'll only believe in NA stocks. Why? Because nobody is as greedy as an American. 🦅
They literally do not restrict car sales. If anything it's the otherway around. They have to design their cars in mind with respect to US DoT/NA safety standards etc. To sell in the US market. The American made cars are physically too large for the Island country on top of that. I am sure you'll say that having the steering wheel on the righg side is a trade barrier right? Too narrow of roads? Europe is the same way, with road systems dating back way before the automobile.
Oh well. 25% tariffs exist and will remain for all products that aren’t covered under NA 2.0 so honestly, this is not a big deal. It’s a bigger deal stuff that’s already happened like the additional tariff on steel and aluminum, but that’s already priced in on all the stocks. I wouldn’t really bother with any Canadian stocks and liquidity is usually crap valuation is crap. So that leaves us with US stock most of the already have this stuff priced in because it’s nothing new and honestly there is no big hope that there’s gonna be some sort of massive trade deal that would drop tariffs down or anything like that
Next week's NA sales report begs to differ, plunge should continue unabated unless Musk can spin robotaxi launch as a wild success (doubtful, NHTSA will probably come down hard on them for the crazy-legs spinning wheel fiasco on the infamous left turn that wasn't).
Not an issue if you don’t leave NA which idk why you’d want to anyways
There has been a 37% sell-off in the share price because Norther American same-store sales have been declining to the tune of 1-2% for approximately 4 consecutive quarters. I agree that this is not ideal as NA is the biggest market. But it's a mature market. And I believe at worst SSS flatlines at 0% growth. However, total revenues are up, revenues are up if including new stores, and China and Rest of World revenues are also massively up. But this isn't really about money. This is about customers loving the brand as much as they always have. So what if a tiny bit of North American market share is ceded to smaller inconsequential players especially if that is mitigated by 30% YOY growth in China. Especially if the brand loyalty and value is fully intact unlike Nike. Especially if this market has grown to maturity in the US. There is a fundamental disconnect between the stock market value of this company and the way it customers value it. In the long term, I believe customer value wins. In the short term, an institutional clown scared to lose his job selling off millions of shares wins. There has been a hyperfocus on barely declining sales in an environment where the average consumer is absolutely SPOOKED about tariffs or that's at least all we've heard about in Q1. In addition, Alo and Vuori competition are entirely overstated. These are small unproven companies that are hot for the time being. Alo has a reputation for poor quality and serves a certain female body type. Vuori is a men's brand and even if you give them the leg up how are they, still a small company, going to challenge the incumbent LULU. There are learnings that LULU has paid for with time in the market that Vuori has not even begun lesson 1 on yet. In sum, tiny quarterly misses does not mean the brand is dead. In fact the company is growing (still!) even though it's already huge. But the market is treating it likes its dead and its simply not. SBUX, AAPL, others have been declared dead only to find second life in massive international markets. Mispriced? Yes. Dead? No.
I reduced my US exposure from 50% to 25% (increasing my Canadian and non-NA), and then put that 25% in BRK.B, gold, and euros. I'm up about 4-5% YTD or something like that.
Yeah, I'm Canadian and have lots of XEF.TO (non-NA developed markets). I just didn't want to convert my USD into CAD, so my (10%) FXE is a temporary position against USD.
Elon just fired the head of NA and EU, lol. Probably not going to be great delivery numbers.
Tesla's declining sales in NA and Europe are absolutely definitely because of *that guy* and not because of Elon Musk. lmfao
I own some books and music CDs that I later learned were out of print and collectors items. the books I all bought used, a few bucks at most. the CDs were about $12 when new. I know people will ask, so for example the debut CD for the instrumental rock group Blind Idiot God is out of print and sells for $50 or more. https://www.amazon.com/Blind-Idiot-God/dp/B000000M1H/ref=sr_1_2?crid=36IR3FKQ0PFZ0&dib=eyJ2IjoiMSJ9.rmt-WONPmjx_D_whFYJWDzcKxFhm_oVy6W92VdYTyBoxBmUJp-X5BhExoWJmkLJZQ-sHrd46zkBF4nJB86Y6ZQ.Bel0aWlV62BL4ibcws3_Y8UP_9B1P65bYn_dSlufrig&dib_tag=se&keywords=blind+idiot+god+cd&qid=1750949365&sprefix=blind+idiot+god+cd%2Caps%2C147&sr=8-2 hardcover copies of the book *The Ultimate Evil* by Maury Terry sell for over $100. https://www.amazon.com/Ultimate-Evil-Terry-Maury/dp/0760761191/ref=sr_1_2?crid=2N698RTWAGFGW&dib=eyJ2IjoiMSJ9.ThlLaBgO4el79Ll-b_77fLMua5dBmdJyaR5R_fN_m9--VXebD5NA0T_y9aBR90Kf92IVSxDyKuKQ7KRLLd3vneBDSvfTnbkOeKSaeSbADBoMGaF8ROzccDR1qJCzGrgoLutwSls3Z19JL8bd70I-kziIQkKDGzmEVOgLWxBETV4epqwZ9M6PozV_LN9WLDuJheVAnqtehDboJ2br_WBPZaSdgVcKP6ctfGFfHKtPGz8.Roppl7QuG4hc87xzXGumhkD10h-5DI6EdUMznYCbP7Y&dib_tag=se&keywords=ultimate+evil+hardcover&qid=1750949470&sprefix=ultimate+evil+harddcover%2Caps%2C212&sr=8-2
🤣🤪😂 try a non NA$i lead company!!
NA na na NA HEY hey hey goodspye
The comment is was looking for. Core to Google is the Ads business. Biggest struggle at the moment in marketing is the attribution of billions in media dollars to direct action. Having access to location data, alongside all of the other data points Google holds with maps, display, search and video will give them unprecedented access to all pathways to purchase. They’ll be able to better track and model out a user seeing an ad, researching more about a product, finding where to buy that product, then going in store to purchase it. Waymo covers this last stop, add in Google Pay data and Google will be able to go to advertisers and say I can help you find these audiences, and you can do it through one platform. No other platform can offer that level of sophistication. TikTok is close with their TikTok Shop but that hasn’t taken off anywhere except Asia and the budgets of NA / EMEA dominates the ad world.
INBS is a company that patented a fingerprint drug test that uses sweat from your finger, takes 10 minutes for results, and is 94% accurate. Already approved in Europe, Middle East, and Australia. Waiting on FDA approval, FDA asked for more info in March, should see approval by EOY. Just recently partnered with Smartox to help scale NA distribution. They are a buyout candidate, but have already approved dilution to help scale up, just fair warning. I think it’s at $1.85 a share. Check it out, let me know what you think. GL!!!
Dumbest comment. Funny story so many Iranians communities in NA hate their governments to the core…
So you're telling me being NA and taking debt to impress people you shouldn't give a shit about with garbage nobody needs is better? lmao
The bigger issue people are ignoring is the cybercab is probably a nothing burger for Tesla financials. 1) I think there are already 5 companies operating or testing driverless cars in Austin, why the hype in Tesla. 2) Lets do some math. Last year Tesla sold about 150k cars a month. The rate this year is around 110/115k and going down. I am not sure how many cars Uber has in North America (lets guess 1.5 million, with some alreadyTesla’s) with revenue of 25 billion, 1/2 from Uber eats, not ride share. If Tesla completely wipes out Uber in NA over the next 10 years (which its not going too) thats only about 10k cars a month. Only 1/4 of what they lost in the last 6 months.
Briefly we’d see a surge, partly from an influx in speculative money and partly from a real supply deficit. But the supply response from OPEC and NA producers will be epic and overdone(as always). I’d exit a long at $120 Brent.
Hit em with the “NA UH” good job man got em
I don’t know. I live in Japan and various businesses have been trying to market these machines but they have an uphill climb with convenience stores. I could see convenience stores [changing their model in NA](https://fortune.com/asia/2025/03/13/canadian-founder-insists-his-47-billion-offer-to-buy-7-eleven-is-friendly-not-a-hostile-takeover/) as the younger generations aren’t drinking or smoking as much.
Til you're green and happy. Average 1.5 days for profits but I have been taking 15% and missing 50% or so. Sucks but still happy. Friday morning until now I was holding $NA for -7%...then I sold it for 5% and it ripped 60% a second later
Great write up and DD. So I'm curious if you have any estimates around timelines or catalysts. Maybe with how it aligns with any potential future launch dates or plans that asts already has announced. Right now only NA is really covered right?
Leaving cool factor and quality aside (which admittedly does play an important role), their international growth in China and Korea is pretty impressive and the CEO previously stated they expect international sales to be equal to NA sales in a matter of years. Even if Lulu in NA remains stagnant or only grows marginally, a potential doubling of revenue outside NA is enormous. The market definitely has a NA centric view of Lulu and reacts as such seemingly ignoring their international growth, but I don't think that will continue forever. As a long term investment I still see upside for Lulu and will be looking for dips to grow my position.
Procter has multiple plants across the United States to support NA demand. There is nothing to move here.
I'm so mad that Doug Bowser is CEO of Nintendo NA.
You are AI (Actually Indians), no Sir, we are NA (Native Americans)!
got it, that explains why I haven’t seen the new gen Focus anywhere. checked it out on google images, sharp AF. as usual NA is left out of the exciting cars market.
I'm a fuckin genius- I just invented a new to drink a lot of beer. Essentially I mix an NA beer and a normal 4-5ish abv beer in a 1:1 ratio and I can essentially avoid getting to drunk and a hangover, while being highly hydrated. Cant believe I just discovered this.
….North America is by far Ford’s largest market. And they won’t be able to challenge domestic manufacturers in China and other Asian countries, so NA is going to remain their biggest market for a long time
I usually only drink beer, but quite a lot of it when I do. To reduce the negative affects I have started mixing light beer maybe 4-5% with NA beer in a 1:1 ration, and voilà, I've created a very low abv beer that I can drink tons off with much less hangover and a still can get a little buzz.
I plan on reading those, in this order: 1. [Technical Analysis of the Financial Markets: A Comprehensive Guide to Trading Methods and Applications](https://www.amazon.com/Technical-Analysis-Financial-Markets-Comprehensive-ebook/dp/B00BWVKM4U/ref=sr_1_8?crid=328RIOAG6F3Q2&dib=eyJ2IjoiMSJ9.fDoRq7eUQjdisRikTyBpfS6g7EIcdnIKJr_abB4zZFcolbnhTTRha56MR-uEM5R20hgWbnY-pUL-NKK7ZtgwgelWFiZSlvvrDqiSjmmtCnJdWtHnXW6xA2imY0aifZSx4ECaZThud98vQGX-mD_gFVxx0QSrM1SjPmRhQDGJGd4Y4JEzKUs1rVZNyI735b8beVB0XjNIY7-moQRotx17H158fCv9ZkrJ9VsIE6r3PU_cpnX_bRiAE48Xkhlzi2YpKtnW3pY0H0gm4kahBTbb8_QW4j0A6UrTQ4RzKWAOPlA.BOuMPkBgDevcbtcP57Oxl1CGZIyfDG6Gjy35Pkd8seY&dib_tag=se&keywords=technical+analysis&qid=1748585232&sprefix=technical+ana%2Caps%2C167&sr=8-8) 2. [A Complete Guide To Volume Price Analysis: Read the book then read the market](https://www.amazon.com/Complete-Guide-Price-Analysis-market/dp/B0CPDWCR3G/ref=tmm_hrd_swatch_0?_encoding=UTF8&dib_tag=se&dib=eyJ2IjoiMSJ9.myeRJJAWhrSmbD0eN9lf0DR5NV6woWixf6DlQ5QkT75c1Fnugi2SmNuzp2U9tDdQjOR2teEp4dqAzAhqQn1KatA4nMd9mKl9elNTS16On4TkbDJxxNClwfmnvrooqimqk4YUJj3-PvtvNmBwCAWXuh2WalCMfpIbtE1hOdqn3BdH3dLnEXmp4LYJK0G2u2lu79rHq0sAQqCJQvNDBs2BB_9_xTiSlW9peTGo-I-orEQ.zshfGtN46hDhVH-FSOGmoGlo1kvO7y67Yqu_sYl36AY&qid=1748585245&sr=8-1) 3. [Options as a Strategic Investment: Fifth Edition](https://www.amazon.com/Options-as-Strategic-Investment-Fifth/dp/0735204659/ref=sr_1_1?crid=IIDSEUF6469B&dib=eyJ2IjoiMSJ9.1Chk6UHbyQxswVOiaT89XksweQt6330O_luczmMzFpOqK-X2CeXsFwHa9dvu-C54pyHiF0JQUh7x4RYUL2NA0FzocQMCpVy1_BfhTrbnPJry0ovyRha2A9EyZTA5iirTw-eTcnGowwNGFi8ZoIMC90rHx4FmmbXlZu-4a-wh5GcYydjouZ8dw44kmgLIsjAWiVsnM8xIjZKzoyozdIPY8uXE_Pv60tT2yvfOyU3O4Y4.zfH2tC1Qn-5ublO6MNNaxfv4uTXhpmT5qvp6_Ug5XAU&dib_tag=se&keywords=options+as+a+strategic+investment&qid=1748585225&sprefix=options+as+%2Caps%2C162&sr=8-1)
It’s the best seller in in NA and Europe iirc, and has been steadily gaining market share globally for a few years now
Favorite growth - MSFT Dividend growth ETF - NA
Just keeping up the the explosion in NA offerings
High NA EUV machines don't sell for $300m - they're significantly higher priced.
$ASML news TSMC executive Kevin Zhang said the company is still weighing whether it plans to use (ASML)'s high numerical aperture, or NA, machines for its future process nodes, Reuters’ Nathan Vifflin reports. “A14, the enhancement I talk about, is very substantial without using High-NA. So our technology team continues to find a way to extend the life of current (Low-NA EUV machines) by harvesting the scaling benefit,” Zhang said at a press briefing. “As long as they continue to find a way, obviously we don’t have to use it,” he added. The report noted that Intel () has planned to use the high-NA machine in its future manufacturing process. It's smart of TSMC to try and find ways of keeping their CapEx lower by extending the use of Low NA machines. I'm curious to see how Intel will fare in their yields when we move into these smaller process nodes. If the advantages really do come for Intel, TSMC might have just shot themselves in the foot the same way Intel did when TSMC was the first to adopt EUV (to a lesser extent ofc).
If/when Trump/America shuts Canada out of the NA auto market, expect those factories to be promptly retooling in partnership with BYD.
London tube is literally Scott free. It’s stunning seeing the difference from NA to Europe. I’m not even from a big NA city (Calgary) but our public transit is infested with homelessness. That shit is non-existent across the pond.
Im in canada and this is going to ripple across the entire NA infrastructure chain
That’s national socialism buddy… first sentence from the Wikipedia article: *Nazism (/ˈnɑːtsɪzəm, ˈnæt-/ ⓘNA(H)T-siz-əm), formally named National Socialism*…. https://en.m.wikipedia.org/wiki/Nazism
Happy with the report. 1) 17% same store sales growth in Q4 in North America. Moncler had no improvement in NA sales in the same quarter. 2) Despite introduction of new products in all categories, inventory turnover has improved for 4 quarters in a row.
You mean like the shift from fossil fuel based economy to a solar and wind based economy. That isnt disruptive? AI is in the early stages of the hype cycle. https://www.gartner.com/en/research/methodologies/gartner-hype-cycle?utm_source=google&utm_medium=cpc&utm_campaign=GTR_NA_2022_GTR_CPC_SEM1_BRANDCAMPAIGNMQ&utm_adgroup=141653137858&utm_term=what%20is%20gartner%20hype%20cycle&ad=618363632099&matchtype=p&gad_source=1&gad_campaignid=17690068502&gclid=CjwKCAjwravBBhBjEiwAIr30VBleDdABwOY-gyUryvrPk0e2n4g8PlbRm3NAYYHFXlRW7HcPhNW73xoCqroQAvD_BwE
Especially the 5.0 - it’s used in the mustang, f-150 (best selling vehicle for like 40+ years or some shit), vans, expedition, you name it. It’s plentiful, and the coyote is bang on reliable. I’ve got one in an F-150 that just rolled over 180k miles and the only thing I’ve replaced is a radiator hose. It’s the turbo bullshit that gives Ford a bad rap. Stay with the 5.0 / 6.2 / 7.3 NA motors or if you’re a diesel fan the 6.7L and you’re good to go.
Instead of holding the index you hold the stocks in the index and do continual tax loss harvesting. https://www.parametricportfolio.com/custom-to-the-core?cid=ppc-71700000104191797:700000002591713:58700008215049291:p74622008750&utm_source=google&utm_medium=cpc&utm_campaign=MS+%7C+MSIM+%7C+P2+%7C+Parametric+%7C+General+%7C+US+%7C+EN+%7C+NA+%7C+SEM+%7C+Google+%7C+Search+%7C+Brand+%7C+Phrase&utm_content=Indexing+%7C+Brand&utm_term=parametric+indexing&gclsrc=aw.ds&gad_source=1&gad_campaignid=19334785594&gclid=Cj0KCQjwiqbBBhCAARIsAJSfZkZ8u1BSJCoL9sB1Qlm01oKlUGk34PB8EU6VRAxBhfK4GeweCtuWk2UaArV0EALw_wcB
we'll see lol. i save comments on reddit that i think will age poorly - not exclusive to you or anything, but you have def made a few appearances recently. so far of yours i have market will be lower on july 25 2025 than it was on april 25 2025 spy will be sub 400 by EOY nvda will exposed for accounting fraud after another quarter if you bought a bunch of eose a year ago that is great but certainly appears to be an exception so far also if you really are working 12 hour days you might be able to shave some of that time off by not being on reddit so much lol. you have like 30 comments so far today (im assuming youre in NA time zone). which you might say "oh it takes less than a minute to comment", but then consider that actually commenting is only a small % of the time you spend on reddit, as opposed to reading posts / comments
Easiest dip buy NA, VIX collapsing
There also isn't really a dicks footprint outside of NA is there? So this also allows them into EMEA/APAC in some way
Feels like trust is pretty vital for it to work out well. So if we want autonomous taxis in my city - Waymo seems to have been pretty consistent in prioritizing safety, and doesn't have an enormous history of safety issues. Meanwhile, Tesla has a long list of safety recalls, odd deaths while under FSD and people being stuck in burning cars. Seemingly their only safety concern is passing crash tests, but not much else outside of those tests. Not that I think I'll see FSD approved for use in Europe anytime soon, it's been Soon(tm) for 10 years, and Tesla mostly trains on NA data, which is a different driving environment from Europe. From what I can tell, NA driving environment is likely easier to train for, because the infrastructure is much more car-centric and simplifies things for cars mostly.
My former boss (owner of a bar) and I agreed that Clausthaler NA beers in bottles simply cannot be exposed to heat or light; it turns. If kept cold and dark, chef's kiss. As for the Belgian NAs, Duvel-Mortgaat owns them (in fact, I'm drinking a Duvel right now), and is traded on the Belgian stock market, but not sure if it's available on US markets. Brugse Zot is privately owned.
I have some experience here. Clausthaler makes a good one. As does Brewdog (Nanny State). NAs are gaining global market share rapidly. Even in Belgium, there are NA varieties of Brugse Zot and La Chouffe. Both pretty damn good.
Switch to NA. When we were younger the only NA was O’Douls. Corona makes a super good one.
> “*Had an Asahi NA beer the other day and it was excellent*” I’m 42, NA’s have come a long way since O’douls.
Had an Asahi NA beer the other day and it was excellent
Hm? From their management calls, I believe they said that demand is exceeding supply for their EUV and High NA machines. And they said they are working on expanding capacity to be ready in 2026.
“Mature” products? They literally just shipped their first two high NA machines at higher margin and for more money… just within the last few months. Also, I wouldn’t call 20% growth mature. That would be closer to 2-5%. They did get hit by export controls but that’s all rear view mirrors now and can’t cause any more harm. Moving on you are trying to paint this picture that ASML can’t meet demand. I’m honestly shocked you said something like that. They have zero problems meeting demand and could honestly take on even more. That was a problem around 2020 but that’s because demand spiked from data centers then got double whammed by AI. But they haven’t had capacity problems for a couple years now. Anyways it seems your whole argument is based off feelings and FUD instead of facts. However, I still appreciate hearing your point of view, thanks!
My experience is 1/10 is the quality of worker on the average team. I compare that to 6/10 NA workers.
My company just laid off 10% of the workforce. We're a big NA company.
Trump needs to go after NA cell phone providers next. Shits cheap in EU/SEA. Like $5 a month cheap
CA-NA-DA! CA-NA-DA! … no one?
https://www.instagram.com/reel/DIMBbhxgucT/?igsh=MWZhcWZ2b2V3bTV1NA==
Europe has been in near recession conditions for several years now. Germany, the largest EU economy has really been in a recession for about 2 years or so close to one that it may as well have been a continuous one. The US dollar is neither presently very weak or very strong. It's actually stronger than it's long term average over the past 25 years vs. the Euro. We have a plant in Germany that produces much of our product that we sell in the USA/NA - I watch the EU/USD rate every single day for over 25 years. The current levels or strength of the US dollar is better today than it has been for much (over 50%) of the past 25 years.
Not to mention all the industrial synergy with both Canada and Mexico. Prior to this, we were doing much better than the world demographically too while everyone else’s country was turning into giant retirement homes. If anything, it would understandable if anyone outside of the NA and outside of our alliances got tariffed. That way we’d be able to coordinate, but apparently genius logic says otherwise.
I'm Chinese who immigrated to NA as a teen but still have some connection to ppl from my childhood. It's BAD. I can confirm OP's overall views and can add that average Chinese have been feeling the pain of economic downturns for a while. Especially for young people (Gen z) as we literally grew up in a historical economy boom only to find ourselves in a recession as soon as we finished school. However for most people the absolute standard of material life today is still astronomically better than what it used to be for them. Even food rationing only stopped in the 93~94.
Ford has produced a special variant mainly targeting European and other large global markets. The Fiesta. It was a big success for decades in Europe. As far as I know it was never manufactured in the US. They discontinued it a few years ago to focus on selling SUVs instead. Ford India also closed down a few years ago. They sold locally manufactured cars, most successfully the Fiesta. Locally manufactured cars, in India, by Ford India isn't what I was referring to though. Importing cars from the US is the market we're talking here. The US isn't very good at producing cars for the export market outside of NA - partly because of logistics and cost, but also because the demands of consumers are so different. Americans like giant trucks that can't turn corners without rolling. China was Ford's biggest export market. Tariffs probably killed that though.
96% of Americans are also gay bears, and are obese. It is because of the affinity for automatic transmissions in underpowered compact cars. If you have a 6 litre V8 in your Silverado? No problem auto makes sense. But if you have a 1.4l NA 4 cylinder and hook it to a slush box or a snowmobile transmission you are fat and gay.
And gold sneakers, from “CHI-NA”
Well, nearly half of the products Apple makes goes to NA so even if they just move US production to other countries it's still a big drop in operations.
The Cards are made in CHY-NA
“European energy costs are 3-4x more than NA.” Imports from NA are competitive with euro home grown.
70-80% of all medical ingredients used by NA are from India, then China.
I will pay $20-$25 to go have a good social time with my friends at a restaurant. And I'm not expecting a Michelin starred meal. Burger and a (NA for me) beer. Great. What exactly is fast food even offering at this point?
[New Balance 990V6](https://www.newbalance.com/pd/made-in-usa-990v6/M990V6-43094-PMG-NA.html#dwvar_M990V6-43094-PMG-NA_style=M990BK6&dwvar_M990V6-43094-PMG-NA_width=D&pid=M990V6-43094-PMG-NA&quantity=1). $199
Culturally the Chinese are very proud people and are all about saving face. Trust me no one is opposing the Chinese gov. They will out last the USA. Secondary part is they care about the greater good of their people while north Americans are greedy as fuck. During covid everyone took reduced salaries but could keep food on the table and pay their rent. While NA did massive layoffs and stock buy backs fundamentally it's a diff society
Americans and Europeans suck at regulations. Every manufacturer in the world could make an engine that lasts 300,000 miles or more, but it won't meet fuel economy or emissions regs. There are a few gems out there. Ford's 5.0L Coyote and Mazda's NA 2.5L come to mind. Toyota didn't have any issues with truck engines until they downsized and turbocharged them.
That's just NA employees. And sure maybe we could make it work but we're owned by private equity and in this uncertainty they said fuck all y'all to us, took the ball and went home. They have many other companies in their portfolio without all this headache.
Specific categories we moved on the HTS are targeted between US and Canada. Labor cost us much higher in NA, we still have to source components from China. We'd have to make huge capital investments to ramp production to replace the China volume and the ROI on that is in decades. Would you vote for that if you were on the board?
WAIT WHAT HAPPENED I THOUGHT "CHY NA" WAS PAYING! Glad they are taking a stand, man this is some crazy stuff where people are cheering for Amazon lol.
Well our president played a successful business person on a reality TV show! TAKE THAT CHY-NA!