Gregmal

Speaking of this, noticed UBS upped their STX target from $545, to....drumroll, $860....why? Nothing changed, stonk went up. Thats how they do things these days.

Was this just some roundabout way to steal the SOH...cuz starting a war, and then using the counterparty's response to then militarily seize the asset and then charge tolls is......a bit out there lmfao

Finally got my first round of CBRS shares, and immediately spiked them into the bid.

Totally. Bundles with live TV are now just as, if not more expensive than most cable packages were

Jesus fuckin Christ lol society is certainly lost when the answer to everything is “let’s ask AI”….

Yea this is disgraceful and unjustifiable. At least the top floors have AC tho

37 years ago is like 2 @whatstheofficerproblem lifetimes lolz. Both my parents met in the city in the early 80s. 15 years ago was pretty wild, and I can’t even imagine today’s scene.

Yes I do. I'd tell them the same thing. You go to NYC to make a shit ton of money and party. You dont go there to find a spouse LOL

Honestly, theres so many career obsessed whores in the city that you can just be the happy male equivalent. As long as you're not expecting or looking for a wife, you'll be fine LOL

Oh I was born and raised here lol. I just had a shitty family situation and my work became the escape from it. So in my 20s family was not a distraction since I didnt have much of one myself at that point.

Oh look, oil being pumped on a news piece! Hopefully this time people learn that this is speculation bidding up the price...not supply and demand.

I was in a similar situation starting off...they were technically here, as in location...present, but otherwise not relevant in my life, and it's such a huge advantage getting off the ground. Honestly, the less you have, the more drive and focus there is to go get something for yourself. You're gonna do quite well if you just stay focused. Dont let the punani get in the way either LOL

Yea IDK exactly. I just think when you even do an itty bitty little bit of work, arriving at a price target around $400, and then in 1.5 months seeing that number 3x and yet still seeing people buying at those prices!!!! obviously thinking/preying/ expecting MORE upside? Like my odds.

100%. Ive always found impacting individual lives creates for bigger ripple effects than giving to broad organizations run by the wives of rich dudes who want tax breaks.

So maybe 18 months ago, a few of us did some work on STX, which at the time was trading in the $80-120 range. Right, the AI trade was already a bit long in the tooth, but the general idea was that the memory stuff was the last leg that needed a repricing. Of course the reason it was the last to rally after years of anything AI gains, was because it was and always will be a shitty commodity type cyclical biz. Nevertheless we ran a whole bunch of different scenarios, and even in the most optimistic blue sky scenario, the highest price we could arrive at for STX was about $400 per share. After exiting in its entirely this past April, the stocks of STX and all its peers then basically did a 3x. Classic blowoff top. Nobody, and I mean nobody when you ask them why you would ever pay $1000 per share for Seagate, can give you even 1/10 of a reasonable answer within the framework of how we arrived at $280-410 price targets 18 months ago. At best, you get some vague crap about "AI gonna be big" and "higher for longer" on memory prices. Which still no where remotely justifies even $500 per share. So end of the day, it's some legit analytical worked overlapped primary with a gut feel for where the cycle is. The majority of my most prosperous investments/trades have been gut feel calls. If it doesn't work out I can maybe at most lose MSD of my capital. NBD.