TBF
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Virtual Assistants => Virtual Everything
TBF it's not like there haven't been warnings.
Mentions
TBF there is an entire process for the NSA to patent their work without ever disclosing it until someone tries to patent an independent development. There is a large motivation for the NSA to break the root keys of all the major CAs (that would allow them to insert man-in-the-middle hardwhere anywhere in the world, not to mention deploy signed software) - it’ll take less qbits to break EC than it will RSA.
TBF i was celebrating for my 1 430 6/18 call. still have time.
My bad I couldn't click through your link on my phone so I assumed the report. TBF to granite rapids does still beat Graviton on both scores. I'm not trying to push Intel's current gen CPUs as anything more than mediocre. The failure of 10nm wrecked them and caused their product divisions to fall years behind as they ported designs over to 14nm. But I think they can continue to find their feet, from an IPC perspective I don't see any reason why they should lag AMD and currently on the consumer side they are ahead (minus the 3D cache). If AMD can handily beat Graviton then so can Intel as long as they can maintain approximate node parity.
TBF with US shale and EV its bound to happen sooner than later
TBF that doesn't say that is what they are predicting, but they are saying if trends continue that those things could occur. It also doesn't imply it happens by 2050. Not to minimize that those things would be bad, and probably are possible, but that is not explicitly what the slides are saying (they aren't the easiest to decipher either, assuming the talk that went with them was rather informative).
TBF I don't remember any administration since 2001 doing anything to meaningfully slow the mass surveillance state. Every admin is pretty comfortable with it. 2024 was a great year for Palantir. Mass surveillance is happening anyway, might as well make a buck. (NOTE: I've never owned Palantir but mostly that's because I'm not very bright.)
and I thought my +10k was good. TBF I didn't have a $250k 10 years ago in any matter of speaking.
TBF, I’m still trying to salvage a NKR play 🥲
> and don’t even allow a free carryon lol? TBF their prices are low AF even with the carry on gimmicks. I fly from MI to NC a lot and Delta is like $400 for a one way ticket. Spirit and Frontier can be under $100 Not that Trump is doing this to help me tho
TBF, Welch put failure in motion.
TBF its because the satellite failed. not because of the zero income..yet
Yup, I’m a designer by trade, and there are talks about moving me into frontend engineering. TBF, I have bit of coding experience with side projects, but not on live production. There are going to be a ramp up period of 6 months but that’s something they seem willing to invest in. There are going to be consolidation of profiles.
TBF, it's been normalized for YEARS. How else did Pelosi make her millions off a 187k salary?
TBF, weekends have been pretty fucking doomy lately. Would be nice to have an "everything is great" weekend.
TBF, any logical person would be fully invested at all time and not try to time the market. Time in the market beats timing the market regardless of what happening the world. You either follow the mantra or you get humbled by it.
That's from $20 BTW. 💪 It's baccarat and poker though TBF. My custome system works out great. It's a bastardized version of martingale but as you can see, works great.
TBF no one was buying Easter eggs this year, the surplus stock in a lot of supermarkets was pretty embarrassing!
I HAVE DECIDED TO PIVOT AND BECOME AN ai COMPANY!!! THANK YOU FOR YOUR ATTENTION IN THIS MATTER!! TBF
TBF, futures price a contract for the future (duh), hence a lower future price than spot means that the market thinks that prices are going down any time soon. Still, manipulated af market.
TBF we categorically dominated that chat for like 300 years straight.
You're brave, or stupid, or both! I think this is the right call and it will be red TBF, unless there's some can kicking by the pres. For me I'm bearish, but I take a bearish position by longing companies with cash reserves that want to do some distressed investing. I think it's a relatively safe way to play (a cash pile insulates companies against shocks, and you're getting exposure to an upside of a market downturn).
TBF nobody told him there is another strait
TBF there are plenty of dumb assholes that believe and say that very stuff.
TBF, if you need examples over something like that, you may not be the smartest fella IMO. But I can see the perspective your point is coming from.
TBF. It had all the signs of a big P&D when it at that price level.
TBF to MSFT all tech getting hammered today. No idea why as they are fairly insulated from oil spike
TBF, where do you even start with Trump
TBF, you did waste the time to comment about it.
TBF that's just the economy now - we'd be in a contraction minus the Mag7 for almost all the post-COVID period.
TBF, some of them were unable to vote. States that enacted suppression laws have a lot to do with that…
DCA is fine, lump sum is dumb TBF though, I only do individual stock investments in my post tax and I follow Substack traders who have beaten the market consistently My 401ks are in mutual funds. Last time I picked up META at 130 during COVID in my post tax
TBF we were selling off before the war. It definitely doesn't help, but I think the main reasons for this selloff is taking profits after a record year combined with a major credit default in the AI arena.
Lol it prolly makes most women wet, TBF. But you'll still up in prison if you follow such advice. But women also like criminals, so you'll do well when you're released.
TBF lots of folks have rich dads. Im thinking his willingness to participate in extortion and be supported by illegal activity and deplorable characters has worked to his greatest advantage.
TBF, it was unpopular with a bunch of us already.
12/15/2017 GAAP accounting rules changed so if you invest in other companies the stock you own, you have to count your unrealized gains as revenue (yes I know this sounds insane and not real but I promise you it's true). So makes P/E ratio not reliable unless you dive deeper in. Companies invested in Anthropic/OpenAI/SpaceX among others are showing HUGE "Profit" that doesn't actually exist. People are in for a huge rude awakening when AI Bubble pops, that rule that you have to count unrealized gains? Yeah you also have to count unrealized losses. People who don't know what they are doing are going to absolutely freak out when a bunch of companies start showing negative P/E. The big companies will be half decent at mitigating it. There is accounting tricks if you but the underlying company to prop it up and then you can depreciate the loss, but it's a perpetual drain on perceived earnings. __________________________________ You should not be giving financial advice. TBF 90-95% of people are going to be caught with their pants down. No one is rationally trading anymore. If you are holding these big tech stocks/S&P500 in general and don't have at least a sell order open but much more preferably options, you are almost certainly going to take a huge hit. There is no world these companies make the "real" revenue needed to match these valuations.
TBF, they did go completely and entirely all in on the backside of AI. Problem is, of course, backside of AI is pretty bad at stuff life basic algebra.. They might be the first big name to go bankrupt from investing in AI, which could make them a big name in AI wikipedia page in the future.
TBF this is how most IPOs get that big valuation bump early. Not many can justify it longer term though post lock up.
TBF that's WTI and the rest of the oil is not moving. So idk 😐 we aren't psychic. I only said I'm watching this one play out.
TBF, the crackheads outside a 7-11 are better news sources than tRump
Well…. The warriors aren’t in a great place right now TBF…
Ok but TBF it was just based on mentions, not direct associated with the mention lol I think a lot of people were talking about how $ RDDT would crater, and it did so I think that’s a W.
TBF I got out of POLA before the dump. My real bad moment was going back in on LNKS with a huge position right at it's peak, after already getting out and being happy with it.
TBF, Israel asked him to do the job tho
TBF, \*everything\* is super undervalued.
You weren’t born for ‘07, clearly (TBF I was in college and my dad was a tenured academic, so I wasn’t affected too much besides the job market when I graduated).
TBF, we are involved in a foreign war, and gas prices have gone up, but eggs are cheaper. 1 outta 3 three ain't bad, right? RIGHT!? Seriously though, the only good thing I can say is at least he didn't bomb Iran in November. Now that it's warming up outside, things aren't *quite* as bad as they could have been.
Even if Trump decides to end the war tomorrow, and Iran agrees to stop hostilities and open the Strait, the damage that has been done to LNG and oil infrastructure is going to take years to repair. [$25 Billion in Middle East War Damage To Disrupt Energy Supply Chains for Years](https://jpt.spe.org/25-billion-in-middle-east-war-damage-to-disrupt-energy-supply-chains-for-years) [Here’s how much it could cost to fix Mideast oil and gas production damaged by the Iran war - MarketWatch](https://www.marketwatch.com/story/heres-how-much-it-could-cost-to-fix-mideast-oil-and-gas-production-damaged-by-the-iran-war-47f11ed1?gaa_at=eafs&gaa_n=AWEtsqcSWhYRf3lexWzESdw43PoWnLE5KHAail1M_ViuuczAGygyo_L5dmk7cbGTX90%3D&gaa_ts=69c6a794&gaa_sig=lZnVM8MC1kbTW5uuQsZxaHmuHnoweHacqm0BiBIBBpVPAhpksuBmEH1MABur7J5QZ18GnYq6mu4BowqoOQ7vug%3D%3D) We are likely looking at significantly increased energy prices for the foreseeable future, years rather than months. Increased energy costs impact company's profitability and reduced profits lead to reduced investment. I think we are looking at a global recession. TBF, a bear market was overdue anyway.
TBF, we should be looking at where the market will be in 2030 and don't panic now per se. For the US, divided government 2029-30 doesn't sound all that great tho. I had phenomenal timing catching the April TACO, riding the SPY up from 530 to 680 last year. I was happy to take the last of my 401k to cash yesterday @ 655. I have no idea how this crisis is going to resolve itself but I am sure it's not going to work itself out on its own.
TBF, el Nino + china no longer buying + fertilizer shortage coming up Prob a decent bet
TBF, truth social poats are also just state propaganda...
Pretty sure trading is not your core skill. TBF, it's a rare skill. I don't have it either. Don't blame war. You were bad well before that.
TBF, if you click the “I’m not a robot” button, you are automatically rejected.
TBF, you shouldn’t trust Trump, but that doesn’t mean that you should trust whoever is speaking for the Iranians right now either.
TBF Iran can have zero idea what we are planning. Sadly, neither do we.
Trump made it clear they were cutting a lot of funding that will deeply hurt the core of UNH business model. This is closer to CRWD TBF. Deeply devastating news don’t get me wrong, but SMCI was able to mitigate. UNH can’t control federal funding for healthcare.
TBF we all know Dylan is closeted
TBF SPY will drop to 600 and Bears will start screaming that is rigged when we have a bounce back to 620.
TBF, “working for a living” has always been a scam, it’s just been hidden better or worse depending on how self-aware the ruling class is. To cite Plato’s Republic, tricking the common people into believing that they’re the ones in control is the first and most important role of any well maintained society, regardless of the form that government takes.
Well, TBF America did have aircraft carriers staged. It was telegraphed.
TBF in Vietnam there are certain $2 bills that were printed in specific years that are worth a shitload of money. I don’t remember exactly what years it was off the top of my head.
The spin machine my friend. It’s already underway. Just show people the highlight real, they don’t need to consider the entire game. His PR lady is already prepping, she’s using very precise language to frame things positively. Which.. TBF… is not all necessarily WRONG. I think there are definitely a lot of benefits to all of this shit. F**k those guys. But I don’t think there was ever going to be any clean way to deal with it. It’s just that the timing lands 6 months before elections, and an economy starting to cog up a bit. But.. he’s the Teflon don. If there’s one thing I have learned, it’s do not bet against 🍊, and don’t bet against BTC. Every time you think it’s over.. they pull out of the tailspin and make you regret it lol
TBF, the direct gas cost is just what you see... expect EVERYTHING to go up in price, as manufacture + transport of is fundamentally tied to energy. The EV is only going to save you a very tiny (albeit very visible) fraction of the pain that is coming.
TBF my diversified portfolio did well today, today was about tech being down, so only one sector
TBF many companies near me have frozen hiring for no rational reason. Everyone has been waiting for the next 2008 recession for 4-5 years and it's getting ridiculous. Just run your companies normally and fire if that recession ever comes
Lol RBNE just got crushed but TBF "we've finished shitting on you" is hardly great news overall. At least if something meaningful happens now it should run (right?!)
TBF she lost the game for the team single-handledly.. well, multi-handedly… I don’t even understand how she stayed on the mic with all of that going down.
TBF I'm sure that's more what Agent Orange had in mind too, but probably the military said, "uhh well we don't have that but the Air Force has satellites and shit we can just call that the Space Force, he won't know the difference."
But they’re not threatening pornhub? I see where their priorities are. Disgusting TBF.
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.