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$DDOG - Someone Loaded 296x OI in 4DTE calls...

r/wallstreetbetsSee Post

DDOG - A discussion

r/wallstreetbetsSee Post

$DK - Donkey Kong is here

r/wallstreetbetsSee Post

It's on like Donkey Kong ($DK)

r/wallstreetbetsSee Post

Delek $DK Deep Value Refiner with 111% institutional ownership & its market cap in cash with huge catalysts- on like Donkey Kong $DK

r/smallstreetbetsSee Post

Upcoming Earnings for May 8th 2025

r/WallStreetbetsELITESee Post

Sempra reaches positive FID for Port Arthur LNG phase 1; KKR buys stake (NYSE:SRE)

r/WallStreetbetsELITESee Post

Sempra says on track for Q1 FID of Port Arthur LNG export plant (NYSE:SRE)

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$EIX Adderall DD: Is Edison International a good play for Monday following an earnings beat on the 24th, with a rally into close? A brief look at the company and what they do, technical analysis, as well as the earnings beat and recent ratings/price targets from analysts.

r/wallstreetbetsSee Post

$EIX Adderall DD: Is Edison International a good play for Monday following an earnings beat on the 24th, with a rally into close? A brief look at the company and what they do, technical analysis, as well as the earnings beat and recent ratings/price targets from analysts.

r/wallstreetbetsOGsSee Post

$EIX Adderall DD: Is Edison International a good play for Monday following an earnings beat on the 24th, with a rally into close? A brief look at the company and what they do, technical analysis, as well as the earnings beat and recent ratings/price targets from analysts.

Mentions

why are we still talking about iran ? they are just bunch of backward goatfuckers. you don't need to worry about that.  🫵🥭 look, market is at ATH !!!  WE SRE WINNING !!! look, a UFO !!! 🤌🥭

Mentions:#SRE#UFO

I have to strongly agree I’ve priced in 14%-15% 5-10year annualized return base case scenario everything follows management expectations no beats just within guidance, larger if they see larger growth in Europe or they see high spread-related fee growth due to interest rates then it could be higher. Bear is being super-margined with SRE due to credit defaults, and/or legislation changing their business model, making growth extremely slow.

Mentions:#SRE

the SRE piece is worth pulling apart because the 3.4b is structurally improving on the legacy book and tightening on new business at the same time. the 2020-2022 vintages got sold at 3-4% guarantees and apollo is reinvesting at 5%+ on long end credit now. thats the tailwind nobody flagged. but the 2024-2025 annuity vintages sell at 5-5.5% which means the book is rebuilding at much thinner forward spread room because the long end yield ceiling has reset higher. the 0.1% default rate since 2009 deserves a real asterisk. that window is mostly the ZIRP era when defaults were artificially compressed across private credit broadly. the actual cycle test for the book is happening right now with cracks visible in BCRED, OBDC II and HLEND. apollos tilt to real assets like data centers and aircraft doesnt insulate from a refi wall, it just changes what the refi pressure looks like vs a saas heavy book. athene is the real value unlock in my read. the merged entity doesnt get the insurance multiple cleanly and it doesnt get the asset management multiple cleanly either, it gets the average which is exactly the discount youre pointing at. an athene separation or full IPO crystalizes that. epstein overhang has the 12-18 month timing mismatch you mention, which creates the window for a re rate before AUM impact shows up. real tail risk but the asymmetry is interesting.

Mentions:#SRE#OBDC

There are definitely some applications where going to cloud is cheaper than self-hosting. Usually smaller firms. I used to work at a healthcare rollup, and cloud was cheaper for our data warehousing than having to buy hardware, power costs, and have a dedicated IT guy who could do server maintenance. I just did SRE for the managed DWH instances and it worked well. But yeah, now I work at a sizable firm where we’re going from running our own smallish data center at HQ to cloud, and I just know that our costs are going through the roof.

Mentions:#SRE
r/wallstreetbetsSee Comment

They kinda did in Oracle’s case (for a while anyway). They have been gearing up and hiring for at least 2 of the last 4.5 years for OCI to cater to large AI firms. Several of my coworkers went over. I interviewed for one of the positions. When interviewing my friends were telling me of all the large AI infrastructure customers Oracle had lined up. If that is not turning out to be what they thought i feel really bad for all the people they hired. A lot of good SRE, DevOps and SE losing their jobs soon.

Mentions:#SRE#SE
r/stocksSee Comment

So we’ll be using IPV6 then right? Right? People fail to realize the spiderweb of clusterfuck that is corporate infrastructure and the internet. AI can replace some jobs, sure.. similar to how front page replaced web developers initially, but there are still plenty of web developers out there doing their thing, their roles just look different and focus more on integration and marketing than writing HTML.. AI will augment, but it wont replace the real technical jobs that are difficult to fill.. yes it can write code, but can it write automation and integrate it into my Openstack clusters that’s nested on top of my K8s cluster, with a bunch of legacy crap through everywhere and have it interface with a ton of different systems.. nope. Well just need less folks on the devops/SRE team because we’ll be able to get more done with less folks, but burnout will be intensified. Lastly, I’m unsure who is going to buy all this crap the economy needs to run when 70% of the crap being bought today are by these white collar jobs..

Mentions:#SRE
r/stocksSee Comment

I am SRE. I use Claude for coding, troubleshooting, documentation, pattern recognition, very advanced reppsotory diffs, automation, SAST, etc. And of course vibe coding. I think it increases my productivity by at least 100%, which is well worth the license cost. I still need to know what I want it to do, what are the industry standards it needs to follow, and most important I need to be able to evaluate if it did a good and secure job. Is the code worth pushing. Promoting is a skill, but I can't imagine everyone could do that. People will still be necessary to approve the work that AI does for us, and for that you will need lots of experience.

Mentions:#SRE
r/wallstreetbetsSee Comment

I think this is dumb but if anyone thinks this idea doesn't have competition I was offered $170-210k CAD to work at an AI infrastructure company recently (senior software engineer role) - they're looking for people hard right now. Idk why this space specifically, guess they're tired of paying SRE's or DevOps to write the terraform code.

Mentions:#SRE
r/investingSee Comment

Yes. This guy knows. I also want to add that TPUs cost less to rent. This is because TPUs are more specialized (efficient at what they’re designed for) and Google has been running efficient data centers for decades. You don’t just plug in your servers to a wall socket and start cranking. It takes a lot of experience, knowledge, top notch management software and SRE teams to run efficient data centers. This is also why Google can’t just sell TPU to anyone. Meta can handle it, but some random S&P 500 corp can’t. Amazon, Microsoft, Oracle, etc can handle it, but they won’t for obvious reasons. Selling massive computer clusters at volume isn’t Google’s business model, and they won’t be good at doing that. AMD is probably better at that front. AMD can’t really beat Nvidia or Google on operating cost, software eco system, and scale. So they’re in a bad position right now.

Mentions:#SRE#AMD
r/investingSee Comment

Well, in that case... > I can tell you are not an engineer [...] Non-Technical people rarely understand [...] I have an MSc in Data Science and I've worked ~3 years as an SRE and ~3 years as an MLE, both at top companies. Btw, your example being "Django" and not some ML-related task makes it clear *you* aren't working in the field. Your comment ignored most of what I said, created a strawman ("LLM doesn't allow an intern to perform [senior work]"), and went off of that, rambling about LLMs and vide-coding. I didn't say interns will perform senior work, nor did I say it was for coding. I gave an example of how a specific computer vision problem that was insanely hard 10 years ago with just traditional CV and barely-working ConvNets, now is almost trivial with off-the-shelf VLMs. Here, read it again: > Seventh: Usefulness - ease of use. LLMs (and related research) really redefined what's possible, and what's easy. **Let's say you wanted to make an app that counted how many unique people visited your shop per day**. Just 5 years ago you'd need a highly capable data scientist working on this for weeks or months. Today your cheap junior developer from Lidl can call an LLM API and it will likely work okay. Your other point about build vs ongoing costs / maintenance is valid, but is very case-dependent and probably not very meaningful on this example. It doesn't take the same amount of maintenance to keep a simple static site up, as it takes some huge system that depends on 50 other services. Similarly, a simple CV/VLM-based app with one specific and narrow goal may be able to run perfectly fine without any fixes for years, retraining isn't as necessary as it used to be. Even if it is, assuming the initial work is correctly done and a framework is in place, retraining, monitoring, alerting, etc, become almost trivial. I know because we have productions models that need near 0 maintenance deployed and running fine, and we also have training pipelines setup with automatic ingestion of new data, retraining, publishing, and all other goodies. Maybe you just worked at B-tier teams/companies that are simply yoloing their AI/ML projects?

Mentions:#SRE#ML#API
r/wallstreetbetsSee Comment

After my attorney friends bitching me out for making elementary interpretation of law, I don’t say shit to them, and they don’t ask me or assume how my SRE/SWE/SA job works lol.

Mentions:#SRE#SA
r/wallstreetbetsSee Comment

Less Known fact The original founder Of Rigetti - Chad Rigetti is the husband of Susan Fowler who exposed the toxic work culture during her tenure as a SRE at Uber

Mentions:#SRE
r/smallstreetbetsSee Comment

He paid $150 (not shown in screenshot) for 5 contracts (rights to 500 shares) of SRE yes? Does this show the strike price?

Mentions:#SRE
r/stocksSee Comment

I am a PLTR bull so take my opinion as you want. I work as SWE/SRE and this part of that news >The report says the system allows any authorized user to access all applications and data regardless of their clearance level or operational need. As a result, "Any user can potentially access and misuse sensitive" classified information, the memo states, with no logging to track their actions. I highly doubt that is true. Audit and RBAC are everywhere since years, and a software company that has IL6 has no audit and RBAC?

Mentions:#PLTR#SRE
r/stocksSee Comment

On the SRE side, it's also very useful to generate one off script that's 80% complete within seconds. We just need to read and adjust some parts. The code generated nowadays is readable enough for it to not be a chore.

Mentions:#SRE
r/stocksSee Comment

Yeah I work in the medical industry developing internal logistics tools. I don't actually touch our codebase that much these days, it's mostly SRE and devops work lately for me because I'm the only one on the team who knows how to do it right.

Mentions:#SRE
r/wallstreetbetsSee Comment

# TLDR Delek ($DK) just received **$500M–$900M cash relief** from EPA SRE approvals, nearly half its market cap. Cash pile: $735M. Buyback authorization: $565M. Dividend: 6.3%. Float: only 60M shares, with 111% locked ownership and 13% short interest. Diesel cracks at $32–$42/bbl provide operating tailwinds. DKL midstream stake (\~$1.5B NAV) comes free. At $32, DK trades below SOTP, even after a 144% rally from 2024 lows. Wolfe Research upgraded to Outperform with a **$40–$70 target**, not even counting DK’s $12B refining business. Any rerate, further refund, or buyback acceleration could move DK rapidly higher.

Mentions:#DK#SRE#DKL
r/wallstreetbetsSee Comment

# 3. Diesel Macro Tailwinds * U.S. diesel inventories at 20-year lows. * Exports steady above 1.5M b/d. * Crack spreads holding $32–$42/bbl, far above norms. * DK’s Permian-sourced diesel-heavy slate = structural margin advantage. # 4. Embedded Midstream Value * DK owns **64% of DKL**, a midstream MLP yielding 11%. * DKL trades at 10x EV/EBITDA, below peer multiples. * Spin, sale, or re-rating would surface >$1.5B NAV, essentially free inside DK equity today. # 5. Insider Alignment * CEO, COB, directors actively buying shares, not selling. * Locked float + short interest creates a reflexive setup. # Wolfe Research Upgrade (Sept 2025) * **Rating:** Outperform (from Peer Perform) * **Price Target:** $40 Base, $70 Blue Sky * **Thesis:** Market has only partially priced SRE approvals. * **Scenario 1 (Base):** SREs extended 2025–28 = +$13/share value. * **Scenario 2:** DK optimizes feedstock mix for further exemptions. * **Scenario 3 (Blue Sky):** Trump-era EPA scoring persists = 100% of market cap added in cash relief.  Importantly, Wolfe’s $40–$70 valuation **excludes DK’s $12B refining business**, meaning the call is built on cash + SRE relief alone. # Why Market Hasn’t Rerated Yet * Algo mispricing: models DK as if it carries DKL’s $3B debt. * Analysts slow to assign credit for RIN refunds. * Legacy bias: DK long seen as weaker vs. peers, despite diesel leverage and cash surge. * Float dynamics: 111% locked ownership + short interest distort price discovery. #

r/wallstreetbetsSee Comment

Donkey Kong $DK (Delek US) Mods removing every new post with hardcore DD # Key Numbers * **Cash Balance:** $735M * **Market Cap:** $1.7B * **Debt:** $275M (algos misprice $3B because of consolidated DKL debt DK isn’t liable for) * **Repurchase Authorization:** $565M (enough to retire most of the 60M float) * **Dividend Yield:** 6.3% * **Float:** 60M shares, with **111% institutional + insider locked ownership** * **Short Interest:** 13% * **Revenue:** $12.2B TTM * **New 52-week high:** $32.38 today # Catalysts # 1. RIN SRE Refunds: Cash Injection * Wolfe and Bloomberg model DK’s SRE refunds at **$894M–$1.78B** depending on % approvals. * Already approved exemptions 2019–2024 conservatively yield **$500M+** practical cash relief. * That’s 40–60% of market cap unlocked, with potential to double depending on future rulings. **By Refinery:** * Tyler, TX: Full for 2021, 2022, 2024; partial 2023 * Big Spring, TX: Partial 2021–22; full 2023–24 * Krotz Springs, LA: Full 2021; partial 2022; ineligible 2024 * El Dorado, AR: Full 2021 # 2. Buyback Machine * $390M cash freed from c-store sale. * $500M authorization approved, equal to one-third of market cap.

r/wallstreetbetsSee Comment

# Wolfe Research Upgrade (Sept 2025) * **Rating:** Outperform (from Peer Perform) * **Price Target:** $40 Base, $70 Blue Sky * **Thesis:** Market has only partially priced SRE approvals. * **Scenario 1 (Base):** SREs extended 2025–28 = +$13/share value. * **Scenario 2:** DK optimizes feedstock mix for further exemptions. * **Scenario 3 (Blue Sky):** Trump-era EPA scoring persists = 100% of market cap added in cash relief.  Importantly, Wolfe’s $40–$70 valuation **excludes DK’s $12B refining business**, meaning the call is built on cash + SRE relief alone. # Why Market Hasn’t Rerated Yet * Algo mispricing: models DK as if it carries DKL’s $3B debt. * Analysts slow to assign credit for RIN refunds. * Legacy bias: DK long seen as weaker vs. peers, despite diesel leverage and cash surge. * Float dynamics: 111% locked ownership + short interest distort price discovery. # TLDR Delek ($DK) just received **$500M–$900M cash relief** from EPA SRE approvals, nearly half its market cap. Cash pile: $735M. Buyback authorization: $565M. Dividend: 6.3%. Float: only 60M shares, with 111% locked ownership and 13% short interest. Diesel cracks at $32–$42/bbl provide operating tailwinds. DKL midstream stake (\~$1.5B NAV) comes free. At $32, DK trades below SOTP, even after a 144% rally from 2024 lows. Wolfe Research upgraded to Outperform with a **$40–$70 target**, not even counting DK’s $12B refining business. Any rerate, further refund, or buyback acceleration could squeeze DK rapidly higher.

Mentions:#SRE#DK#DKL
r/wallstreetbetsSee Comment

# Key Numbers * **Cash Balance:** $735M * **Market Cap:** $1.7B * **Debt:** $275M (algos misprice $3B because of consolidated DKL debt DK isn’t liable for) * **Repurchase Authorization:** $565M (enough to retire most of the 60M float) * **Dividend Yield:** 6.3% * **Float:** 60M shares, with **111% institutional + insider locked ownership** * **Short Interest:** 13% * **Revenue:** $12.2B TTM * **New 52-week high:** $32.38 today # Catalysts # 1. RIN SRE Refunds: Cash Injection * Wolfe and Bloomberg model DK’s SRE refunds at **$894M–$1.78B** depending on % approvals. * Already approved exemptions 2019–2024 conservatively yield **$500M+** practical cash relief. * That’s 40–60% of market cap unlocked, with potential to double depending on future rulings. **By Refinery:** * Tyler, TX: Full for 2021, 2022, 2024; partial 2023 * Big Spring, TX: Partial 2021–22; full 2023–24 * Krotz Springs, LA: Full 2021; partial 2022; ineligible 2024 * El Dorado, AR: Full 2021 # 2. Buyback Machine * $390M cash freed from c-store sale. * $500M authorization approved, equal to one-third of market cap. * At today’s float size, execution could rapidly squeeze shorts and institutions.

Mentions:#DKL#DK#SRE
r/wallstreetbetsSee Comment

No disrespect but how tf L8 only make $750k TC? I see L6-L7 is pushing this TC, are you in SRE?

Mentions:#TC#SRE
r/wallstreetbetsSee Comment

Some guy in here got like 10-15k in 0dte puts for today on Friday turns out he was right!! THEY SRE COOKING 🍳

Mentions:#SRE
r/wallstreetbetsSee Comment

Some of you are missing the point. I asked ai what’s it gonna replace by 2045, so in 20 years: • Retail Sales Workers – 80–90% • Fast Food and Counter Workers – 70–90% • Waiters and Waitresses – 60–80% • Janitors and Cleaners – 20–30% • Construction Laborers – 15–30% • Truck Drivers (long-haul) – 80–90% • Delivery Drivers / Couriers – 60–80% • Warehouse Workers / Material Movers – 70–90% • Receptionists and Secretaries – 90–95% • Office Clerks / Admin Assistants – 85–95% • Bookkeeping / Accounting Clerks – 90–95% • Accountants and Auditors – 85–95% • Paralegals and Legal Assistants – 80–90% • Lawyers (non-partner, non-litigator) – 60–80% • Radiologists – 90–95% • Medical Coders / Billing Clerks – 95–100% • Pharmacists – 50–70% • Registered Nurses – 20–40% • Home Health Aides / Caregivers – 10–25% • Surgeons – 30–50% • General Practitioners / Family Doctors – 50–70% • Software Engineers – 70–90% • Frontend / Web Developers – 85–95% • DevOps / SRE Engineers – 60–80% • Data Engineers – 60–80% • AI/ML Engineers (non-research) – 40–60% • Mechanical Engineers – 40–60% • Electrical Engineers – 40–60% • Civil Engineers – 30–50% • Chemical Engineers – 20–40% • Biomedical Engineers – 30–50% • Industrial Engineers – 60–80% • Architects – 40–60% • Graphic Designers – 80–90% • UX/UI Designers – 70–90% • Marketing Analysts / Specialists – 70–90% • Content Writers / Copywriters – 90–95% • Journalists / Reporters – 70–90% • Teachers (K–12) – 20–30% • College Professors – 20–40% • Tutors / Test Prep Instructors – 70–90% • Customer Support Representatives – 90–100% • Human Resources Professionals – 70–90% • Financial Analysts – 80–90% • Investment Bankers (junior level) – 70–90% • Loan Officers / Underwriters – 90–100% • Real Estate Agents – 40–60% • Insurance Agents – 80–90% • Travel Agents – 90–100% • Flight Attendants – 10–30% • Pilots – 30–50% • Police Officers – 10–20% • Firefighters – 10–20% • Military Personnel – 10–30% • Actors / Performers – 20–40% • Musicians / Composers – 40–70% • Artists / Illustrators – 60–90% • Therapists / Psychologists – 20–40% • Fitness Trainers / Coaches – 10–30% • Hairdressers / Barbers – 5–15% • Mechanics / Auto Repair – 30–50% • Plumbers / Electricians – 10–30% • Farmers / Agricultural Workers – 20–40% • Scientists (Research-level) – 10–20% • Lab Technicians – 60–80% • Clergy / Religious Workers – 5–10% Some guy here said “people said no jobs during the Industrial Revolution too!” Yes bro please pop off on all the ways new jobs will be created. 100 trillion prompt engineers confirmed

Mentions:#SRE#ML
r/wallstreetbetsSee Comment

> all that you are saying has happened and been rolled back already twice in my career - it looks good on paper, but rarely in practice for most skilled work. It has literally never happened in the past 30 years of my career until now. Outsourcing to body shops and expecting to mass hire shit-tier talent was doomed from the start. Deciding to effectively open up a new branch office of your company works quite well. Successful companies will learn to do this or die. There is absolutely zero difference in hiring a senior engineer in Silicone Valley or Zagreb today. Timezone is basically the sole reason - and that is mitigated by having relatively contained product teams geographically distributed. It's even better for SRE teams since you can very easily develop a "follow the sun" style approach - keeping valuable senior talent from having to work shitty 2nd and 3rd shift hours anywhere. Yes, the absolute best of the best are not in any trouble. But it's absolutely different now. My competition for this sort of hire basically did not exist until about 4 years ago. The market has undergone titanic shifts. I was there for the late 90's and mid-00's outsourcing crazes. They were obviously a way for shit-tier management to halfass their jobs and you got the results you would expect. They were not hiring "equals" and treating them as just another remote hire like smart companies are today.

Mentions:#SRE
r/pennystocksSee Comment

SRE

Mentions:#SRE
r/stocksSee Comment

How come ET and SRE went down? Aren't they heavily domestic producers? I would think the price raises would be great for their profit margin.

Mentions:#ET#SRE
r/wallstreetbetsSee Comment

I bought a ton of SRE when it was down 1%. But... it kept going down! Crazy since all its NG production is in the Americas. The war helps them instead of hurts.

Mentions:#SRE#NG
r/wallstreetbetsSee Comment

You can fund me as your SWE/SRE for the low low cost of 500k per year. Please don't give my job to India

Mentions:#SRE
r/wallstreetbetsSee Comment

MY TESLa PUTS WTF PRODUCTION AND DELIVERIES ARE DOEN 100,000 AND ITS JUST THE START SRE SHAREHOLDERS BLIND??????

Mentions:#SRE
r/stocksSee Comment

Former infrastructure SRE. Presently, cloud engineer / DevOps / services SRE. I deal with datacenters to server hardware to network hardware to operating system to container orchestration and application layer. Basically, everything infrastructure. You deal with software and application layer. I deal with everything beneath that. You are basically abstracted away from everything below the application layer. Without divulging too many details, my company (with virtually unlimited budget) tried to build our own private cloud for many years, with many attempts. We even have our own power generation for our datacenters. If throwing money at it would get us another AWS, we would have done it many times over. We realized it's way cheaper and easier to just use the big cloud providers.

Mentions:#SRE
r/wallstreetbetsSee Comment

BEARS WIN AGAIN. WE SRE INEVITABLE ![img](emote|t5_2th52|4271)![img](emote|t5_2th52|8882)

Mentions:#SRE
r/wallstreetbetsSee Comment

Fucking inept ass Reddit man. I hear there are people you can hire called site reliability engineers (SRE, for short) that can help keep your janky ass servers running.

Mentions:#SRE
r/investingSee Comment

>What do you think about my portfolio? https://www.reddit.com/r/Bogleheads/comments/tg1az5/should_i_invest_in_x_index_fund_a_simple_faq/ https://www.whitecoatinvestor.com/100-stock-portfolio/ https://www.optimizedportfolio.com/international-stocks/ https://www.reddit.com/r/Bogleheads/comments/1hkmz2w/why_do_people_feel_the_urge_to_sell_during_market/ Etc. Beyond the things that are true for everyone, it's particularly problematic that you're so strongly tilted towards big tech because that's your income as well - not just job, but if you're like many tech workers, a good portion of your income is dependent on stock prices through RSUs. If anything goes wrong here everything will topple at once. Go talk to your nearest friendly SRE about what they would think if you decided to ship the new foundation of the company with a design that requires something external to the company and out of your control, will be up and functioning all the time. They will probably hit you outside the head. That's what you're doing with your financial life.

Mentions:#SRE
r/wallstreetbetsSee Comment

**Jim Cramer on Sempra (SRE): ‘How About A Sleeper Stock? One That’s Withstood The Seller’** SRE proceeds to drop 23% on earnings today

Mentions:#SRE
r/wallstreetbetsSee Comment

at this valuation you can't afford proper SRE and infrastructure

Mentions:#SRE
r/wallstreetbetsSee Comment

Nah, I wish, maybe I would still be there. I was head of software engineering , specifically Linux , k8s and DevOps / SRE. My team managed all of hardware in the loop , on the loop , Mission Control and CI/CD to the rocket , dragon and starship.

Mentions:#SRE#CI
r/wallstreetbetsSee Comment

Fidelity needs to hire some SRE's stat

Mentions:#SRE
r/wallstreetbetsSee Comment

I'm a SRE but do DevOps, systems, cloud, app security, PM on the infrastructure side, and architect designs on the infrastructure the apps are running on. Feelsbadman

Mentions:#SRE
r/wallstreetbetsSee Comment

KAMALA.... ALL THE 🌈BERS WHO SRE ABOUT TO DIE SALUTE YOU!!! ![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4267)![img](emote|t5_2th52|4267)![img](emote|t5_2th52|4267) NVDA $2K ![img](emote|t5_2th52|27189)![img](emote|t5_2th52|27189)![img](emote|t5_2th52|27189)![img](emote|t5_2th52|4276)![img](emote|t5_2th52|4276)![img](emote|t5_2th52|4276)![img](emote|t5_2th52|4276)![img](emote|t5_2th52|4276)![img](emote|t5_2th52|4276)

Mentions:#SRE#NVDA
r/wallstreetbetsSee Comment

Should have configured your shit to not take the most latest fucking update you ding dongs. At my work the only thing impacted was our staging environment, failed on update so it never rolled out to production. That said, I would be reading that contract for an SLA clause but I would also be equally bitching out my SRE's and Operations teams for doing something as stupid as trusting automatic updates in production.

Mentions:#SRE
r/stocksSee Comment

Quality Controls and SRE people are the worst investors. They always worry about all the things that can go wrong (and we thank them for their service), but they are incapable of having a vision of how things can go right and have exponential growth. If you go to any tech company, SREs are the ones complaining about AI (they also complained about cloud computing, internet). They will continue to mock Metaverse etc

Mentions:#SRE
r/wallstreetbetsSee Comment

My first response when I heard of this was that they had to put the poor guy that pushed it out on suicide watch or something. I can't even imagine fucking up at that scale. Based on what I heard it sounds like their automated QA pipeline failed and it exposed an unknown bug in their driver; which means it's unlikely any one person was at fault. This is another great example of the value of SRE and the 'blameless' model; ideally you want to build systems that \*can't\* be broken by a single person.

Mentions:#SRE
r/wallstreetbetsSee Comment

>I suspect that, (seeing as the CEO had a history of similar events) that is the case here. Remember Hanlon's Razor! From what I can see they just don't have the correct SRE posture for a company that sells software that includes a kernel driver component.

Mentions:#SRE
r/wallstreetbetsSee Comment

Not sure where you are going with this? This was a SRE/deployment engineering fail, not DevOps. And in fact, anyone with "Dev" in their title that works with pre-release code should not have access to any prod infrastructure or deployment pipelines. Not only am I SME in this space, I am the service architect for Google's global network (which covers both networking and infrastructure) and have the original software patent in this space. Google's network in particular was designed with the goal of 100% yearly uptime, which is a goal it usually meets. There were only two full outages that I am aware of, both of which were due to a failure I predicted 10+ years prior to it actually happening (and was very specific to warn the developers about). This is a solved problem and following existing SRE+deployment engineering best practices would have prevented it from happening. Hopefully they have a 'blameless' post-mortem culture and aren't retaliating against the guy that did this (unless it was a deliberate action of course).

Mentions:#SRE
r/wallstreetbetsSee Comment

>Someone fucked up and committed a driver containing all 0's instead of actual code and it pushed out OTA with zero validation performed of any kind, automated or manual - like even at the most chickenshit outfits I've ever worked at there were at least checks to make sure the shit that was checked in could compile. Even when I'm working in a "sandbox" dev environment I'm putting all my stuff through source control and submitting PR's with reviewers, prior to deployment. Just to maintain the 'muscle memory' for the process and not fall back into a 1990's "Push-N-Pray" mentality. I specifically do consulting in the SRE space; developers should not be able to push to production \*at all\* and the release engineers should not have access to pre-release code. As in, they can't even access the environments/networks where this stuff happens. Additionally; deployments should indeed have automated checks in place to verify the files haven't been corrupted and are what they think they are; i.e. run a simple Unix 'file' command and verify a driver is actually, you know, a driver. There should also be a change management process where the whole team + management sign off on deployments; so everyone is responsible if there is a problem. Finally, phased rollouts w/automated verification will act as a final control in case a push is causing outages. I.e.; if systems don't check in after a certain period of time after a deploy; put the brakes on it. What is really odd about this specific case is that AFAIK, Windows won't load an unsigned driver; so somehow Crowdstrike managed to deploy a driver that was not only all-zeroes; but digitally signed. And then mass push to production instead of dev. > I will never hire a person that has crowdstrike on their resume in the future. They are good guys, a small shop and primarily a security and not a systems/software company. I'm familiar with how Microsoft operates internally, I would not be surprised if their "Windows Update" org. has more staff than all of Crowdstrike. Doing safe release engineering at that scale is a non-trivial problem.

Mentions:#PR#SRE
r/wallstreetbetsSee Comment

I'm an SRE. Can't this be at least partially automated? Is each machine a snowflake?

Mentions:#SRE
r/wallstreetbetsSee Comment

I'm an SRE. I'm also a little skeptical that the recovery process can't be at least somewhat automated. If it takes you months to fix a fleet of say 1,000 machines doing the \_same repeatable process\_ you're doing something wrong.

Mentions:#SRE
r/wallstreetbetsSee Comment

I prefer azure to AwS as an SRE who has worked in multi cloud. But aws is a bit cheaper and less user friendly which makes sense

Mentions:#SRE
r/stocksSee Comment

TF is the crown jewel for SRE/devops

Mentions:#SRE
r/wallstreetbetsSee Comment

There is a difference between fat needing to be cut and saying SRE doesn’t do development though.

Mentions:#SRE
r/wallstreetbetsSee Comment

As an SRE, finding out they’re building planes like software freaks me out.

Mentions:#SRE
r/stocksSee Comment

The main issue I have with Datadog is complexity and fragmented pricing. When you look at their original core offering (Metrics, Logs and Traces) the products all work incredibly well together, and it’s easy to see their value, especially as an SRE/related engineer. However, little by little they’ve continued to add complexity to the product and create a really disjointed experience that makes it very challenging to use and truly figure out RCA. This makes it easier to start using cheaper products since everything feels so disjointed anyway. It’s possible Datadog does what New Relic did and introduces an entirely new UI to try and correct for the sprawl, but it’s unlikely.

Mentions:#SRE
r/wallstreetbetsSee Comment

BOOLS SO SHELLSHOCKED THEY SRE CHEERING HOT GDP NUMBERS ![img](emote|t5_2th52|4267)![img](emote|t5_2th52|4267)![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)![img](emote|t5_2th52|18632)![img](emote|t5_2th52|18632)![img](emote|t5_2th52|18632)

Mentions:#SRE
r/investingSee Comment

Yeah, but I mean SWE SRE is not security. Thats a whole other field.

Mentions:#SRE
r/wallstreetbetsSee Comment

Lmao ok you must be a SRE. Sorry I offended you, thanks for writing all those great scripts

Mentions:#SRE
r/wallstreetbetsSee Comment

You have no idea what SRE is. Many SREs are better at writing code than "devs" who spend their time trying to figure out how to centre components on a webpage.

Mentions:#SRE
r/wallstreetbetsSee Comment

SRE and “IT” people get paid peanuts bc they’re functionally glorified button pushers

Mentions:#SRE
r/wallstreetbetsOGsSee Comment

Anyone looking for a totally regarded fomo play check this out: Tropical storm Hillary just formed in the east pacific and is forecast to head north to southern california. It's supposed to become a major hurricane before slowing to a tropical storm when it reaches cooler waters off California. [https://www.nhc.noaa.gov/storm\_graphics/EP09/refresh/EP092023\_5day\_cone\_no\_line\_and\_wind+png/150034\_5day\_cone\_no\_line\_and\_wind.png](https://www.nhc.noaa.gov/storm_graphics/EP09/refresh/EP092023_5day_cone_no_line_and_wind+png/150034_5day_cone_no_line_and_wind.png) [https://www.sandiegouniontribune.com/weather/story/2023-08-15/forecasters-abuzz-about-tropical-storm-that-could-track-toward-southern-california](https://www.sandiegouniontribune.com/weather/story/2023-08-15/forecasters-abuzz-about-tropical-storm-that-could-track-toward-southern-california) ​ Last year southern California had a tropical storm follow the same path- the first to hit California in about 100 years. Winds hit 109 mph and there was flash flooding, mudslides, and power outages. Anyway, Sempra (SRE) supplies power to San Diego and fear of lightning strikes + high winds could cause implied vol to increase and a selloff. SRE and many other utilities are sitting at support right now (higher treasury yields mean lower appetite for divvy stocks) so if that support breaks it's a long ways down. You could also take a look at EIX (Southern California Edison) but the option chain has very little volume. I don't think the impacts to either company will be all that great which is why this is a stupid play no one should enter, but fomo and the \*fear\* of something happening could create some moves.

Mentions:#EP#SRE#EIX
r/stocksSee Comment

There is no way a research scientist would trivialize extending an old paper (which btw was obviously already in production for a bunch of use cases, even beyond NLP) to LLMs to solve a new use case. They didn't just run a hparam sweep and derp their way to success There's also no way a MLE/DE would trivialize the mammoth task of curating a multimodal dataset to develop an actually useful model, as well as solve for latency, retraining, cost effectively, let alone actually solve the stale data issue which chatgpt cant There's also no way an SRE would shrug at the task of solving for reliability at this scale, given the 4/5 9s standard they're keeping the existing product to There's also no way in hell a product manager is simply going to trim the red tape and launch something like this on alphabets flagship product, sans privacy and visual implications This is far, far beyond just a management issue. Only from the outside does it seem that simple

Mentions:#DE#SRE
r/wallstreetbetsSee Comment

Got an email reddit is hiring an SRE. Bout fucking time

Mentions:#SRE
r/wallstreetbetsSee Comment

Jokes and sarcasm aren't always obvious on the internet. I know the data isn't in an office building it's in a data center and/or a cloud provider. If a bank has its own servers they could conceivably shred all their drives, if it's in the cloud, then nope. Also any data stored elsewhere like say with the FED isn't something they can destroy. I've never worked in a mall. I work in tech as an SRE/DevOps engineer. I know how data storage works.

Mentions:#SRE
r/wallstreetbetsSee Comment

Wags wants to pump more nat gas cause she has shares in DVN and SRE

Mentions:#DVN#SRE
r/wallstreetbetsOGsSee Comment

negative sir. Although we did lose another SRE guy named brad in another team.

Mentions:#SRE
r/wallstreetbetsSee Comment

All that work just to make less than an SRE lol

Mentions:#SRE
r/wallstreetbetsSee Comment

Learn networking fundamentals, but you don't need Cisco certs. Highest paying positions are DevOps/Cloud Eng/SRE. I used to be a neteng, now I make way more.

Mentions:#SRE
r/wallstreetbetsSee Comment

Idk bro. I’m in my first job out of college so I only make like 65k. But my bro was making the exact same when he first started two years ago, then after a year and a half got a job at Indeed making about 200k TC as an SRE and he’s nothing special. He’s solid, but definitely not cream of the cream lol. And he has had to proctor leetcode interviews for like 2 dozen people since he’s been there, many of them coming from FAANG companies. He said most of them are just regular devs and he was surprised how not special many of them were. Also, he’s making 200k TC to basically do nothing lmao. I shit you not, all he’s done for the past month is call people on teams to tell them they need to move their services to AWS. Like, he doesn’t do it for them at all. He literally just calls and says hey, you guys need to make sure you’re migrating to AWS. For like $90 an hour lmao.

Mentions:#TC#SRE
r/stocksSee Comment

Actually I do know a lot of bright SREs but another reason that might appear true is SRE used to have quite low turnover so it was pretty common to get someone with 5-10 years experience at Google, probably on more than one service on call, especially if it was a difficult issue where you might have the SRE TL for the service involved.

Mentions:#SRE
r/stocksSee Comment

SRE (which is the part of engineering that keeps the sites running).

Mentions:#SRE
r/wallstreetbetsSee Comment

Lots of rules about what it is allowed to output and allowed to process as input, then probably major spell correction (although I’ve caught it spelling things wrong) and possibly some grammar and punctuation correction. Then there is some prompt logging so they can go back and retrain over time to get better output. Oh, and model drift management and all the SRE and service QA/QC to make it actually not totally crash all the time. Probably some load balancing to send prompts off to various clusters (it’s not just one robot doing all the work) that are distributed across the planet.

Mentions:#SRE
r/stocksSee Comment

Eh I have friends recently hired into SRE positions, one long time at google. No news from them yet.

Mentions:#SRE
r/investingSee Comment

Not sure why you’re being downvoted. In my experience hiring for SRE /Sysadmins, 80% basically lied on their resume, 10% don’t quite make the cut, 5% are qualified, and we debate over which of the last 5% we hire.

Mentions:#SRE
r/investingSee Comment

I think people who work in software are [ready to judge](https://i.redd.it/wy1r6qf9b58a1.jpg). He is making really insane suggestions like "rewrite the entire stack" when he's let go of all his devs. He's coasting on the amazing SRE work done in the previous decade to make Twitter extremely resilient. Those engineers are no longer there to ensure it continues working. Even from a product perspective, he has no idea what he's doing. Why is a man known for his bragging not saying a word about Twitter Blue subscriptions, which he expected to become a massive amount of revenue and take the place of advertising? It's been a [massive failure](https://twitter.com/travisbrown/status/1603725294669553664), with sign up estimates in the range of 12,000 in the first week. He needs something like 22M.

Mentions:#SRE
r/wallstreetbetsSee Comment

This is like a fat man ugly hoe with HIV telling you that you can’t have sex with her.. YOU SRE NOT MISSING OUT BRO! Get yourself a decent brokerage that’s not going to rob you in every transaction like Fidelity or Ameritrade

Mentions:#SRE
r/wallstreetbetsSee Comment

Musk probably just wanted to change the subject from Twitter's inevitable doom. (The obvious problem with that being that if Musk doesn't somehow very, very quickly replace Twitter's SRE team at the very least - and also somehow train them in the massive amount of technical debt Twitter has, with basically none of the original team - then Twitter will actually *stop working* and it is pretty hard to just spin that.)

Mentions:#SRE
r/StockMarketSee Comment

> No new code is being pushed, which helps things Are you sure you're an SRE? 😉

Mentions:#SRE
r/wallstreetbetsSee Comment

SRE - Sempra. Responsible for Socal gas, San Diego and Texas in terms of energy, so this company has a lot to benefit from these investments

Mentions:#SRE
r/investingSee Comment

Huge waste of time? Agreed. But remember that not all engineers have to know everything. We don’t know which engineers are in or out, and there is definitely a large overlap in skillset between the two companies. All the information we have is “some engineers from Tesla are going to work on Twitter too”. My first guess is that it would be an SRE or two before it being one of the engineers programming the correct injection timings into the ECU.

Mentions:#SRE
r/investingSee Comment

I’d say that’s almost true. If we arbitrarily assume a team size of 7, I would ideally want to keep at least 2 people per team to maintain tribal knowledge and make the transition smooth. 3 people if the size is 10. Some teams _can_ be drop-in replaced where you seed a team by taking one or two people from another similar team and then having everyone else fresh. Usually the engineers furthest removed from company-specific work can be done this way. So the systems/Linux teams, devops, SRE, infosec, those sorts of roles). I’m really not too concerned with the hard skills involved in what Elon is doing. I’m more concerned that he is going to make lots of enemies out of the people working for him the way he is going and they will simply won’t do a good job because they can be treated better elsewhere for the same pay and fewer hours.

Mentions:#SRE
r/StockMarketSee Comment

The conversation started that it doesn’t need many people. My claim is that it does need many people to run it since it’s a highly available and scalable system with enough tech debt and dead features which can hinder the goal of scalability/availability in the future. With tech debt and other bloatness comes tribal knowledge which is nowhere near to be found due to indiscriminate firings and there are just not enough SRE on most teams to keep the service functioning in the long term. Rebuilding is even more complicated since major rewrites have usually always failed - Netscape is the reference example in the software industry for proving that rewrites just don’t solve problems vast majority of the time There, I covered all the points we discussed.

Mentions:#SRE
r/StockMarketSee Comment

1. Sempra (NYSE:SRE) 2. American States Water (NYSE:AWR) 3. Nutrien (NYSE:NTR)

Mentions:#SRE#AWR#NTR
r/wallstreetbetsSee Comment

That low? SRE or their Production Engineers usually pull 280 TC. Which city?

Mentions:#SRE#TC
r/wallstreetbetsSee Comment

Anyone else playing puts on ticker symbol SRE? Cramer nailed it as usual calling it a huge buy at 168… and now there are whispers of possible suspended dividends next year

Mentions:#SRE
r/stocksSee Comment

Also as a SRE if I need NoSQL I will go cloud native and use DynamoDB in most cases

Mentions:#SRE
r/stocksSee Comment

100 seems low for a major multinational commerce site. They do integrations with bigger sellers and have to plug into many countries’ financial infrastructures. And of course they need global SRE coverage. I’d guess a ceiling of 500 engineers worldwide.

Mentions:#SRE

Ya I've been waiting for XLU / SRE to hit these levels to pick up 🪑 for my IRA

Mentions:#XLU#SRE
r/wallstreetbetsSee Comment

SRE![img](emote|t5_2th52|4735)

Mentions:#SRE
r/stocksSee Comment

Because Europe is not as bad as the media lets on. They panicked. Germany has five LNG offshore terminals being built... two almost done. Sufficeint stores for the winter and... The Baltic pipeline from Norway to Poland via Denmark is done next month. I think TELL is still a good play though... so is SRE and NFE.

Mentions:#LNG#SRE#NFE
r/stocksSee Comment

Look at nat gas today... absolutely tanking... this is the reason. Putin has no leverage left. The LNG terminals in Germany are being built faster than expected and Norway is about to finish their own pipeline. I think if you're gonna play this the LNG builders like SRE, NFE, TELL, LNG are the way to go. https://www.nytimes.com/2022/09/03/world/europe/eu-germany-russia-natural-gas.html https://en.wikipedia.org/wiki/Baltic\_Pipe#:\~:text=The%20Baltic%20Pipe%20is%20a,Sea%20to%20Poland%20via%20Denmark. [https://www.reuters.com/business/energy/scholz-germany-will-get-through-winter-even-without-russian-gas-2022-09-01/](https://www.reuters.com/business/energy/scholz-germany-will-get-through-winter-even-without-russian-gas-2022-09-01/)

Mentions:#LNG#SRE#NFE
r/stocksSee Comment

LNG liquidifcation projects in the US [that are already up and running](https://www.eia.gov/naturalgas/U.S.liquefactioncapacity.xlsx) - so KMI, CQP, SRE. Freeport and Venture Global are private, so those are out (unless you're an LP holder in any of the sponsors backing those projects).

Power is out thanks to the labor day weekend heat wave we have every year. Puts on fucking SRE. Guess it's margarita time.

Mentions:#SRE

I don't really want to go counter trend so I set an alert to reevaluate at the 26 week moving average for XLU or SRE. Maybe if tech gets a bounce utilities will drop.

Mentions:#XLU#SRE

Anybody short XLU? It's at the top of a mega channel so I sold my SRE a couple days ago. Still down from where I sold it but its up nicely today so I am tempted to start buying back in.

Mentions:#XLU#SRE
r/wallstreetbetsSee Comment

Well regards, if you want to play this strategically look at LNG, TELL, EQT, OVV, NFE, SRE... but imagine if there was an Oil and Gas company that PRODUCED oil in France, Germany, Holland, Ireland and other international locations. Well, there is... and they're making bank VET

r/wallstreetbetsSee Comment

Can't wait to see nat gas break another multi year record with no sign of slowing down. LNG, SRE, NFE, TELL And how about VET.... they produce oil and nat gas in France and Germany. Not sure how much they're hedged but they get Brent and Euro nat gas price!

r/wallstreetbetsSee Comment

Natty gas going to ATH's. Got to be the easiest play out there. LNG, TELL, NFE, SRE

Mentions:#LNG#NFE#SRE
r/wallstreetbetsSee Comment

Natty gas... exploding. LNG, TELL, SRE, NFE

Mentions:#LNG#SRE#NFE
r/stocksSee Comment

Nat gas... LNG, TELL, NFE, SRE

Mentions:#LNG#NFE#SRE
r/wallstreetbetsSee Comment

This won’t be an exciting play, but it should make money. Ticker symbol SRE ( Sempra Energy ). It’s currently trading way up at the top of its 6 month range and isn’t very comfortable up here. Cramer pumped it a few days ago talking about how great the company is ran… it’s not. 165p for Jan 23. It won’t make you rich and isn’t yolo worthy… but it’s most probably going to make money. Good luck and I’ll be back after my banbet fellow regards 🫡

Mentions:#SRE
r/wallstreetbetsSee Comment

Read yesterday that Europe is so short Nat Gas that they are shipping it ALL the way from Australia. The margins are off the map. Bullish nat gas and crazy dictators. WDS, LNG, NFE, TELL, SRE.