TBF
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Virtual Assistants => Virtual Everything
TBF it's not like there haven't been warnings.
Mentions
TBF crude is rising and EONRs chart is trying to communicate something I just don't know what
TBF, it was basically a sleeper cell that DID 9/11
TBF, some countries do a *lot* better than other countries with their immediately accessible reserves.
TBF this is like saying you watched a video about a guy who took his check into a payday loan store and paid 400% interest on his own money and using that to make an argument about the populous at large. I've also seen people jump out of a flying airplane. Doesn't mean most people who get in a plane is going to jump out.
TBF MSFT is barely up and CRM are down. Your post makes it sound like everything is rallying
TBF I've been holding it for a while so I'm just erasing gains, I just don't like seeing red
TBF, it's closer to the classified documents than the White House.
TBF as someone who's been trading on and off in the background at work for years, the market always did a V shape. Even during crashes, it goes sharp down until 10:30 or 11:00 then sharply reserves. On normal days, loads of stocks drop sharp at 9:40 then peak at 10 and go back down then recover in the afternoon. Many stocks bottom during lunchtime and come up slowly all afternoon, 9 out of 10 days, for years. It's not some new thing. It's just weird to see stocks with insane valuations (moreso last year) recover to insane valuations.
TBF it sounds like you hate Trump so much that you're exaggerating how bad things have been and underestimating how good things were in recent years. I've been to hell and back holding or buying the dip on multiple sectors only to have unexpected news and narrative shifts happen within 12 seconds of me loading up. Definitely not a new thing in 2025 (though the constant flip flopping on tariffs was indeed ridiculous but then again, stocks stopped reacting to it by June)
TBF if you are even mildly looking for a home, it is not political. It's insane older people who want mansion prices for their dumpy old Levittown row suburban house on 7000 sq feet. It's an "idiots are insane" issue, but that's not quantifiable so people blame the president IT's also not a supply issue because new builds/rentals are obscenely overpriced and many areas don't even have a shortage. They just have a shortage of affordable houses. This frozen market would be fixed in three seconds if everyone stopped trying to get peak "everyone is leaving NYC at the same time" prices
Well, TBF, I thought NVDA would tank like 8-12% on these kinds of earnings. So it's basically green. Glad I took some profits at 200, though.
SNAP is down 80% all time. If that isn't the defintion of a "loser" stock I don't know what is. SNAP is down over 50% in 1Y and down over 90% in 5Y. The 5Y chart is a bit skewed because the start is near its peak, but still... 5Y return on QQQ is over 90%. 5Y return on SPY is over 80%. SMH ETF is up almost 250% in 5Y. Even the ultra conservative SCHD is up over 40% in 5Y while paying 3.5-4% dividend yield. People who just throw their money into reliable indices that have long history of going up are destroying SNAP with little to no effort. And here you are just hoping to capture a small slice here and there? That's what I meant in my first comment about your biggest loss is opportunity cost - people are growing their net worth by multiples while you hope for small nibbles. But TBF, invidual stock to ETF is apples to oranges. People who are picking individual winning stocks are crushing SNAP even more than the ETF's - again going back to my comment of why buy "low/no growth" stocks when you can buy "growing" ones? The former stagnates, the latter grows your net worth.
TBF they actually succeeded in AGI and were responsible enough to kill it when it showed the slightest indication of non-alignment.
TBF that's Facebook by design. It was a publicly acclaimed goal of the Zucker to develop ai agents that should communicate with each other like real humans on Facebook.
Ah gotcha, "bad' as in low. Yeah it could go a lot lower. TBF tho I think a lot of people here care more about the sideways part because of ~~gambling~~ options. Doesn't matter if we're 40% below ATH if a 0.5% dip wipes out your calls anyway or youre buying options daily.
This is the great American tradition. Throw a few soldiers at the meat grinder to protect the rich. TBF, the military supporting this guy is sweet sweet irony. Tho, they are probably so excited with a chance to use the weapons they don’t realize the eventual consequences.
TBF, you’ve only owned it for 6 years
> At work, I run Opus 4.6 1M context in fast mode at $60/$225 per Mtok because they give us free credits faster than Claude Code spends them even at that rate. TBF fast mode is something like 5-6x more expensive than the base model, right? Please hook me up with these free credits, we're currently paying anthropic $30k per month...I could use them! Re: Kimi - IIRC it used far more tokens to solve problems on SWE benchmarks compared to the leading models and therefore cost more per problem.
TBF ever since the indices became NVDA and AAPL, this is sort of meaningless. Have had many red days when SPY is up and vice versa since 2024
TBF her numbers have been massively reduced. These January numbers too will be reduced. Job market is whack.
At this point risk has to be to the upside for the tech shorts. There can’t be much more juice left for the software bears. TBF I thought this would just be a Deepseek 2.0 but it’s turned into quite a sustained route.
I dunno TBF Jim Simons secretive algorithms over at Renaissance haven't done much wrong over the years and far out performed everyone else. The one thing no one else can compete with Buffets wins on is he maintained the wins for decades whilst growing the valuation size. To the point so many investors are involved and billions upon billions need to be wagered in order to even move the needle.
TBF I have been bearish but now I am bullish b/c the changing narratives do drive people crazy and these narratives are overdone. So many outlets are losing all credibility. You can't say a company like this is the best thing since sliced bread, then the worst thing that should be dumped now an hour later
TBF it is up 10% since he said it was discounted...lol
TBF it did inverse, the week of the first -10% dump had a fuck ton of calls in weeklies bought, like similarly a 20+ million, so maybe this is a reverse of that? Idk lol am i coping
TBF, that's not really a "massive increase". If you look long term, they tend to have around $100m in inventory in any given quarter, give or take about $20 million. Having extra supply on hand is pretty standard for a company. It's basically a little more than one quarter's supply in reserve.
TBF I don't know if this is one to complain about: it doubled in just a year. Most stocks did not do that except a few memes
This Is Probably the Answer... But I eat crayons, so TBF I have no idea...
TBF Pats played like absolute dogshit.
TBF with companies like Tesla in the mix, PE as an investment metric kind of starts to feel like financial astrology.
TBF I think this statement was made 2024, and even if he held onto 100% of it, he wouldn't have lost much and most likely he took profits somewhere along the way.
TBF multiple economists and even doofuses said that Trump was a bad bet on the economy, but I bunch of bro's thought they'd get another 2020 run so they decided to gamble that it'd be like it's first term, too bad the economy doesn't quite agree.
TBF that's the most accurate thing he's said in a while. When something is 100% vaporware, it requires no maintenance.
agreed but TBF pain works in both directions. I'm having a lot of pain of missing the rotation. I stuck with consumer staples and utilities through weeks of red the past year, while tech went up every day. Now I sold most of them, suddenly the market LOVES them. I swear to God its periods like this that make it feel like your account is being watched
TBF... who's the stupider one? The person who posted the Gofundme or the person who donates? This is why I have a strict never pay to anything policy (unless I know them personally). There are services to help people struggling.
TBF, hasn't it been under 50 for many, many months? Why start now?
Yeah, I hear you. TBF, it's what a lot of people are conscious of everyday and it's hard to avoid unless you bury your head in the sand. For Americans, at least, which does sort of impact the entire world, pretending nothing is going on is just hard to do, so it permeates all walks of life, including social media, content creation, and even Investing subreddits. It's not hard to connect the uncertainty the US's current administration is causing impacting not only the US, but also global market. It's just that the line between including that in investing discussions and maybe "going there" is incredibly blurred.
Maybe this: There was an amazingly well organized, large national strike in America today involving millions of people. (Considering it's really the first successful one in America) TBF it's not in the news much but if you look you can find reports by searching "national strike and your city or state. " Imagine if it actually grows.
Shit now I'm questioning myself. My bad. TBF I kind of agree. I think SPY will be consolidating for a bit with profits catch up to prices. I do not see a drop.
TBF you think investing in massively overpriced things with little to no intrinsic value is a good idea. The bar for her to beat wasn't exactly high...
TBF Silver dumps halfway through the day and then climbs back to where it dumps from pretty often. Wait for like 1pm to see if silver has dumped- then buy
TBF you asked for some flagellation why were you shocked you received it
You should. A lot of people that used to use a local bank for normal checking accounts have been switching to CapitalOne. TBF, whoever gets a hold of CashApp first will be the winner.
TBF we should do the same in Europe. And for GAFAM too. Sorry not sorry kiddo.
TBF, there was question as to which was king on the seas until Japan and the US navy started trading blows. And once war kicked off, you have to go to war with the navy you have, not the one you wished you had or would’ve built if things had been different. I’m sure the Germans, British, Americans, and Japan all would’ve preferred to have carriers instead of battleships. But they didn’t, and couldn’t exactly turn them into carriers quickly or easily. So they had to send out what they had.
Pudding has a more firm consistency, TBF.
TBF, he doesn't claim that he did anything good, which is true.
TBF if this ^ is the result when they aren't using chatgpt, then have it it, or at least parse it through grammarly.
TBF, they haven't updated Workrooms meaningfully in years
TBF, this is EVERY weekend. You can see my post hx for that. You can short BTC every. single. weekend.
TBF there's over 50k troops occupying Europe, including a bunch of nuclear warheads, and the threshold to use them is probably a lot lower then the next door neighbor
TBF, they've spent the last decade speedrunning becoming visibly more idiotic, cultlike, and conspiracy-obsessed. So I guess I'm not 100% right when I say Dems never learn, they're learning how to be more like Republicans.
TBF inverse Cramer ETF made more money than her fund
TBF - that’s _good_. We don’t want presidents “prosecuting” _anyone_. There are people whose jobs it is to handle the law, free from interference, and those folks were asleep at the wheel.
TBF he also forgot he appointed Jerome Powell so he may actually just not remember.
TBF Not the worst thing to come out of trump's mouth. Complaint is that defense contractor CEO salaries are exorbitant while at the same time they are not delivering to schedule. I find no fault with this. Additionally, he is saying that if they have extra money to spend on dividends or stock buy backs, they ought to use that money to speed up production lines that are behind schedule. Make not make sense operationally as there are likely other contributing factors, but I could get behind this.
TBF it was only the free market if you were rich and connected
TBF, MU was an undervalued business with an easy to understand business model until about a year ago (and by sone measures it still is undervalued). My guess is the cyclically, and the fact they make a commoditized product that other companies also make, made MU unsuitable to Berkshire. I’m no Buffett, but I’m a value investor, and have been holding a few thousand shares of MU since 2015.
A lot of this is unrealized profits TBF, I'm expecting it to go up more so I'm holding it for now. For me, expiration was based off of the company press release saying they would have data on their Phase 3 by end of year (which I expected to be positive). I actually had some Nov25 that I lost a couple grand on because of data being late even then. The thing is for this stock: Data being late = study is still going = people in the study living longer = drug MORE effective than anticipated
TBF not expected on this sub… thats my experience. But to respond here to your question, I obviously like the strategy as long as you have done your DD on the stock AND….. actually plan to hold this time :)
TBF he’s a moron who knows that health care in USA has gouged its own citizens at ridiculous levels perhaps say…1200%. So by his math maybe we’ll only be getting screwed by 600% medication price increases instead of 1200%. I’m trying to think like a syphilitic, narcissistic, Dunning Kruger affected, sundowning, shit stain. So please, forgive me.
TBF AMZN is relatively a more capital extensive business compared to its peers like META and GOOG. A fairer comparison would be BABA
TBF Zuck also went all-in on the Metaverse, so...
Sorry bro, LG isn’t my top pick. They could’ve acted earlier. He also lied to Middletown plant about building arch furnace because it was being pushed by dems. Then they lost power of presidency and went away after saying it would be the best most efficient steel in reports. I did my research and you can check my post out a couple years ago. I said it would be a different harder carbon steel that would be cheap and not sell and the investment was bad but he lied to shareholders. As soon as Republicans got back he shut that idea down cause it was cheap and worthless as I mentioned months before. He’s not a leader, he’s just in the spot. TBF I’m happy with restructuring should’ve been done earlier. And if it wasn’t for Macro conditions this is a $5 Stock. Macro and recent decisions only reason I’m in I’m out after my calls or at least before next election.
TBF I was saying exactly that in 2022. We are still paying for the mistakes of the "Inflation" Reduction act that had no impact on inflation and then Biden said that it really shouldn't have been named that...
What was the stock before the last merger, I had the company before and that was a solid trade, looks like this on might be as well; TBF the writing was on the wall!
TBF to the OP that is generally how aging works
TBF some people do expect SPY to collapse 2025. Going into 2026, the bubble crowd only goes up in size. But believe it or not, fuck gay bears (no homo), call it is.
TBF Vanguard are suggesting not too much better. They're even pushing for a 30% equity and 70% bond split for many. They've got skin in the game when it comes to equities so less of an agenda/conflict of interest (also better the market does the more AUM and thus fees they get from you so definitely in their interest to keep you invested and in a bull market)
TBF, they could if they were "trained" to do that kind if reply. AI does not exist, and probably never will. Currently LLMs do exist, and are useful, but are probably best if they remain silos that deal with specific info (legal, cancer research, material science etc) vs general knowledge. Just because it can make a general reply, doesn't mean it adds anything to the conversation..
TBF, everyone needs a modular nuclear reactor in their closet.
TBF the odds of the 0dte being profitable at some point is way higher.
TBF, they've been printing all year long.
TBF the second part about non-source material being hated will be true with NFLX also.
TBF I'm pretty sure WBD was going to go bankrupt anyway, but I generally agree with you.
Not OP, but there are a lot of people who used to work in Xbox who talk about how it was almost a seperate company owned by MS ... and then they merged it with windows gaming. TBF I'm not sure they ever really knew wtf they were doing, but from an outside POV it seemed much more viable years ago.
TBF garbage is a great band and that song slaps 🤣
TBF they did discuss it for some time when it was a value plat
TBF it looks to be working very well for someone else
TBF bard was thrash but still easiest buy after gpt 5 flopped
TBF only idiots or the rich or rich idiots call America land of the free
👍 wish I had this kind of fire power TBF
TBF, only reason goog jumped is because of Buffet and his Legion of copy cats. Had he not bought into Goog, portrait would be complete red
TBF the breadth of the market is pretty bad rn. Sp500 is just very top heavy and the massive AI spending/speculation is still going for now. Without all the AI investment, we'd likely be seeing very low to negative GDP growth. Equal weight SP500 has barely gone anywhere this year. I think it's likely we're in a little bit of a wiley coyote moment, and gravity might show up any minute now. Or the Fed does a bunch of QE and we keep inflating this balloon. Hard to say. Crypto already crashing hard though, that could be a leading indicator for the rest of the market soon like it was before April and in late 2021.
TBF, It's not betting if the outcome is known.
TBF, Thiel ain't the sharpest tack in the shed
German stocks were not wiped out *completely* by WWII, but they did drop by 90%. TBF if you were immortal (and didn't sell) you would have recovered eventually. (I think maybe even before 1970?)
TBF, he has been right a lot. He has beaten the market pretty consistently over the last few decades, and not many managers can say that. But a lot of the times he has been right have been long plays, and only his shorts ever get talked about. He bought GME at 4 dollars before the meme began, and has found some really undervalued REITs over the years.
TBF only an English person would confuse the UK with England
TBF I heard it on The Social Network, Mark calls them that during one of the settlement scenes.
TBF most Dimond handers look like absolute chumps, until the rebound.
TBF...the amount of wealth he would generate if he hit the full 1T is INSANE. I believe the market cap for Tesla would need to reach a share price of ~3500..... I mean...I'm not opposed to 800% growth in that time period. I also don't think he stands a flipping chance.
TBF He has been banging on J.Pow and the FOMC to cut the overnight rates. The massive revision downwards to jobs a few months ago really should have been the start of an easing cycle imho.
1,000 dollar lotto ticket, I am long TSLA and been long for a while. Not a regarded play, OP, and TBF was thinking about opening a put position, just in case the circus comes to town https://preview.redd.it/b6gg0mxr36zf1.jpeg?width=1170&format=pjpg&auto=webp&s=536de0b9389b3f313d4ad147bd4b3b070e6936bb
TBF Teslas success has come down to nothing more than literal mouth breathers who sell their children to support their musk overlord. I feel like since the Model S got the Plaid mode, there's always just been another stupid fucking thing to inflate the stock, year after year.
Elon did shit in his own nest a bit TBF.
TBF. Tesla’s financials make no sense and the stock should not be trading at the current level.