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Some NFLX Leaps. Still growing, share repurchases, many levers to grow.

What dollar amount of memory will Apple buy? Is that included as a "hyperscaler" ? What about Dell, etc?

The same consensus estimates have hyperscaler CAPEX hitting $1 trillion next year. So all of it's gonna be memory spend? These guys are twisting themselves in knots trying to make up numbers that just don't make sense.

added to CMCSA and bought starters in NFLX and INTU.

Total Bullshit. A Federal Election is a Federal Election. Fraud is Fraud. Hillary Clinton claimed multiple times the 2016 was rigged and stolen from her. The 2004 Presidential Election , 32 Democratic Congressional members, claimed the election was rigged and fraudulent. The 2016 Election, multiple Democratic Congressional members, claimed fraudulent results in multiple states won by Donald Trump. What are you excuses for Democratic lawmakers and politicians for trying to block George Bush and Donald Trump for their Presidential wins??

Lame duck minus the crepes and Hoison sauce has never been particularly appetizing. The difference today is the opposing party is completely out of whack and stands for little or nothing.

Orange Boy loses the midterms .... his carcass will rapidly start to stink up the place. Those various straddles on the mans sudden demise suddenly start appreciating, and accelerate as the various Trump 'edicts' start being wound back. All that 'distracting' ...... bringing the day forward. SD

the key point missed here is that voting in the US is governed and managed at the state level not the federal level. Different states do voting differently. Some states (like Oregon) are entirely vote by mail and have been for a long time. Other states do almost all in person voting and are more restrictive. This act effectively looks to overlay federal management on a process that works extremely well. In fact you would struggle to point to any significant voter fraud at all. The sole reason this is even a discussion is because Trump lost and therefore thinks the election must have been rigged (despite his being President during the entire run up to and during the election). It tries to solve a problem that doesn't exist and in doing so makes it more difficult for many to vote.

Bought some NFLX @ sub 66

@John Hjorth That is an excellent summary. Most of this is very common sense. Note on a "fine" point like voter roll purges,,, for example, in my neighboring state of Wisconsin, there are 7.1M registered voters, while actually only 4M possible voters. The 3M "excess" are dead, moved, etc, etc - that need to be purged off the voter roll - but Wisconsin refuses to do that. This leaves it very easy for voter fraud to occur in a close race by "finding" new votes. Biden won Wisconsin by 21,000 votes. The case I mentioned in Georgia, where 11,800 votes decided the election for Biden - is the reason the FBI seized 700 boxes and the tally tapes. Those original votes are now in the possession of the FBI after several Georgia election officials testified to multiple irregularities during vote counting. You can believe @dwy000 and his magic show - or you can just wait for the actual data.

Hey a sale! Sandisk SSD discounted from $1459 to $599!

No question about Fairfax; however, the current Berkshire price has me placing some small orders for the first time in years. While the graph below is more of a market anchoring mechanism. I think, after the interview the other night, the timing is pretty clear on what this has all been building towards in terms of buybacks. No offence to Tom, but he still leaves me cold in terms of the babble speak. I am sure they will do OK, but the other two are laser-focused. Fairfax is a no-wholes-barred capital allocation/recycling machine. Berkshire is an inertia machine with the patience of Jobe and a right tail that builds as long as this market does its whacky thing. I do think that Berkshire shareholders will gain somewhere between 0.25-0.5% because of Greg giving some rigour and accountability to the existing assets. That is probably what has piqued my interest more than anything. My capital is on Fairfax winning the compounding race over the next 10-15 years, but I am sure second- and third-place do well too. I still wouldn't rule out Berkshire surprising, simply because they are playing a game in terms of FI and dry powder that the other two simply aren't.

Now we have these two opposing statements from two CofB&F members, Mike [ @cubsfan and @dwy000, I'm trying to understand the situation and what's going on related to it, despite I'm an ignorant Northern European citizen related to election legislation and procedures in USA. I'v tried using Google AI to shed some light on the whole thing : - - - o 0 o - - - Is the above a fairly correct description of the proposal? Thank you in advance to those who may reply here, because I'm not going to spend time in the progression tracking and its texts.

Well, obviously Capex will have to increase to hit these numbers. If you do the math and think this through then a trillion $ in Capex needs at least $500B in revenue to sustain it - assuming $150-$200B in depreciation , a meager $100B in profit (10% ROIC), and a 50% gross margin. It’s not going to come from coding and making slide decks or marketing material and graphics.

The house of cards is getting its basement pulled away. Kimi now beats OpenAI and Anthropic models -> funding of them slows down/stops->no money for compute->revenue of hyperscalers slows down->Hyperscalers reduce Capex->less money for semis->Bubble pops. Mag7 down->Semis down->40% of the index in freefall.

Gee, going out on a limb with your bear market prediction? Eventually you'll be right and like every other President, Trump or the then-sitting President will be blamed. In the mean time, he owns you.

Rugby is what football should be like. I recall them hauling players of the field with stretchers while the game continues.

Buzzi- More cement ballast for my portfolio this AM. There was a big seller this morning .

WTH is Kimi moonshot?

The US voting system actually isnt a mess. It works remarkably well with virtually no fraud. And it has been this way for a long, long time. The only reason its even being discussed is because Trump is still focused on the delusion that he won in 2020 and therefore it must be fraud. And like everything Trump he just spews lie after lie about it until it becomes a discussion topic despite zero evidence or proof of anything. In fact the biggest evidence so far is Trumps own phone call asking to find votes and Musk claiming that Trump only won because of him.

It’s useful for bankruptcy prediction and to quantify financial stress. I have heard about it first around 2002 when there were a lot of bankruptcies in the wake of the recession and this tool was popularized. YOu can get this number for free with a lot of stocks at Gurufocus in the summary page: https://www.gurufocus.com/stock/AAPL/summary I might ask tikr support to calculate this number and include it in their overview or ratio page . Should be relatively easy to do because they already have all the input variables there and they are generally open for suggestions

85% of American citizens want strict voter ID, with proof of American citizenship. This is one of this 80/20 issues that Congress refuses to act upon. Much like the issue of men in women's bathrooms, America is tired of this non-sense. The President will do everything in his power under the Constitution to restore the faith in US elections which has now become a standing joke. The people have spoken and THIS President is a man of the people.

That post of yours above, Charlie [ @dealraker ], fits like hand in glove the content of this article in NYT : The New York Times [July 16th 2026] : Truth Social Parent to Sell Faster Access to Trump’s Posts Subtitle : The product, Truth API, could give Wall Street trading firms an edge in seeing President Trump’s posts on the social media platform he partly owns. - - - o 0 o - - - Christ he's good! - Next : My best guess a Trump terminal!

Always remember guys that we are only going to discuss what the Don wants us to. It will go here, it will go there, but it will be what he wants when he wants. Our media is desperate to sell the ad and the Trump orgy of topics is the premier. So today it is elections... For a few days we aren't talking war, Epstein is long gone as are many other Trump issues. Today will go nuts about elections, wild ass accusations and bizarre comparisons to developing nations are absolutely relevant...a huge threat to our country, at least today...at least as long as the Don has us there. Just remember that if the pubs win then there is no election fraud and it has zero importance. Accusations are silly at that point, off topic, Trump will have you obsessed about something else and the ads will be a-sellin'. For a decade now and most likely until this fragile fake pathetic thing dies you will discuss what he wants. The political thread, the entire US chat box, is owned by the Don. Can't wait to see the excitement and potential of a bear market, likely the only thing that will derail Trump's domination of the US. Keep in mind after Trump is gone you'll will finally wake up to the fact that this was like nature's chaotic storm, that there's massive cleanup. You'll also see that nothing was gained that you (and me) just wasted over a decade of your life letting the Don rule your life.