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Vegas64

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Everything posted by Vegas64

  1. Bought 500 shares of Chicago tonight agianst Washington @ $.23. Sold half at $.60 ($150) and rode the last 250 for $250 (total paid $450 on $115 investment). -- I'm investing big into a lot of underdogs this week to see how it goes: 500 of Arkansas for $.28 ($140) 500 of Tennessee for $.28 ($140) 500 of Oklahoma State for $.08 ($40) 500 of ASU for $.21 ($105) 500 of USC for $.26 ($130) 500 of Ole Miss @ $.30 ($150) 2000 of Wisconsin @.05 ($100)
  2. Sold down some of my Seattle, but the net will cover my $800 loss on Heisman candidate predictions (Manning, Lagway & Sellars heavy in pre-season). It's at $.81 now and I have $1250 left after trimming profits over the weekend and hedged by buying some Toronto @ $.12
  3. Same. And you and I had similiar opinions on the overrated steakhouse downtown. Are we best friends, probably?
  4. Hadn't seen it in 20 years, but The Truman Show was really, really good. Caught it last night and watched the whole thing. It's become a bit of a thing to itself, but in about 2 hours you get a pretty jam-packed, character built journey and arc and Carrey killed it. I think The Matrix and Truman Show came out the same year, or back to back years, and talk bout two different treatments of the same visceral themes of reality, perception, and existential anxieties.
  5. Far from a Jimmy and Joe. I think you misunderstood the ask.
  6. More this tbh:
  7. How do Jimmy and Joe's make money off the rebuild? Just invest in stocks ike Jacobs and Fleur and KBR who typically get rebuilding contracts from the US government? What are you guys thinking is the opportunity here as capital will be invested to rebuild, etc.?
  8. Legitimately not sure if you are being complimentary or trying to insult me.
  9. Almost on cue, a new one: First Nvidia, then AMD, now Broadcom. Intel, will you get a call?
  10. Your fraternity stereotypes are 20 years old.
  11. No matter what, for 363 more days, we have scoreboard on OU and Arch Manning is 1-0 against OU and that is the floor.
  12. I don't get it.
  13. Where on the doll did the fraternity touch you?
  14. Bud LIght HEAAA!
  15. Same with Tim Cook and Sam Altman, the gays who support evil AI Trump supporting opportunistic Mt. Rushmore?
  16. Switching gears here, have you guys heard of Truth Terminal? For those who have, educate us, but from what I can gather for those who don't know: Truth Terminal is AI both created by a performance artist and AI humanitarian (he wants government to give AI legal rights). Truth Terminal was able to make a ton of money last year with it's AI generated trades and bets https://www.bbc.com/future/article/20251008-truth-terminal-the-ai-bot-that-became-a-real-life-millionaire
  17. To be clear I agree with you about the chips as part of the AI bubble. Chips that have to be replaced every 4 or 5 years and have little reuse or value in other use cases, that's not a winner for those who will come next in the AI era. I am talking about the Power Generation & Data Center build outs. The nuclear, the renewables, the utilities build out-- that will last like the fiber of the dotcom bust. The data center build out will also be super valuable. Assuming we can get regulators to do anyting but overregulate us to being uncompetitive (read: China and rare earth mining and refining from last week)when it comes to nuclear.
  18. Long term, incredibly capital extensive deals -- the consensus is that "yes, of course this will be funded. We see how the AI future is going to go and we want to get our money in it now". The contrarian view is, this is a Bubble and the risk is we are overbuilding (e.g. do we need this many gigawatts? do we need this many chips? etc." But I think most people agree AI will be transformative in the same way that PC's and Mobile phones were. Interestingly I was listening to a podcast breaking down the AMD + OpenAI announcement last week and let me try to put in bullet points the key takwaway: When OpenAI says anything about anyone, their stock goes up When OpenAI announces a deal that we are going to do a $100bn deal with AMD chips, AMD stock very predictably goes up They all know this when they strike a deal and agree, we should take this very predictable stock price increase and use that to pay for the chips Further: AMD shareholders are paying for the chips, in the sense that; AMD stock is up roughtly $100bn from before they announced the deal OpenAI is getting warrants for roughly 10% of AMD (penny warrants), so like worth $37bn value transfer to OpenAI That $37bn will help pay for that contract (and it's only fair as OpenAI created all that extra value anyways by partnering with AMD they made AMD more valuable) OpenAI has the old Elon Musk market moving touch, if you remember those days.
  19. Read in BBC Trump was met with a long standing ovation in Israel: President Trump has touched down in Israel, where he’s received a standing ovation in the country’s Knesset before he heads to join ~20 other world leaders in Egypt for an international summit on Gaza. There are also breaking reports that the president of Indonesia (which doesn’t recognise Israel) will visit Israel tomorrow, presumably around the same Egypt summit. (BBC) https://www.bbc.com/news/articles/cn409y125v3o
  20. I agree with you that the military and pro-MAGA types in the government feeling pain is going to move some needles in Washington, at some point if not immediately. That's the way to end this thing, push on the pain where it actually is. Trying to bring attention to decry "CDC and medical research defunded!" and "IRS had to furlough 50% of agents!" is a nothing burger. If you think the right cares about that you haven't been paying attention. Those are intended benefits of the shutdown for them if nothing else.
  21. About 2021/2022 timeframe political sociologists found we were back in the "Might is Right" mode of politics. Politics is like fashion, I guess, in that what's old is new again and trends cycle back around every few decades.
  22. Serious question: If things truly are different and progress happens here, how much (if any at all) begrudging credit would you give to DOTARD? I ask also because, as I've shared in the past, my neighbor is a very wealthy older Palestinian man. And he while he doesn't loves Trump, he hated Biden. Seems a strange mix, but he's been in America for 30 years now and has houses in Portugal and Bangladesh and a couple here in the States so maybe he's one of those out of touch Palestinians, but talked to him this weekend and he was pretty complimentary towards Trump's role here and said that's exactly what the region needed, an aggressive force to come in and mix things up and force them to work it out.
  23. All that said, this is an interesting graphic. Hard to guess if Nvidia will be the long term beneficiary of the AI Rush, but there should be zero question about the generational wealth they've created for a lot of their shareholders and stakeholders selling picks and shovels the last 5 years. Good for them, I say:
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