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troph

Certifiably Surly
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Everything posted by troph

  1. surely they will figure it out, i mean AMD was ass dragging for years before they figured it out but they did. at some point this stock has to be a buy just because toilet water has so much room for improvement.
  2. but there's zero room for error in that valuation, not my cup of tea.
  3. that's what I thought, but I still get confused.
  4. I'm new to the game, but have decided that in most instances valuation still matters. So it's on my watch list but I've passed on PLTR but may buy on a major pullback (probably broad based macro market led slide). I am in NVDA and as mentioned above, my two highest flying stocks (no pun intended) are currently JOBY and RKLB. A few others too, but those three make the FOMO on PLTR less of an issue.
  5. Joby Aviation (JOBY) and Rocket Labs (RKLB) are both on absolute tears right now, both up 100% in a month. I am in both but not enough. question for experienced traders -- dollar cost average into them or wait for pull backs. Both are rising on news and fundamental business trends. JOBY is pre-revenue but the business progression is pretty solid with Delta and Toyota behind them. Rocket Labs has new contracts and a rocket expected any time now that will compete with SpaceX. so buy the dips or dollar cost averaging on a stock that's surging and you believe is an explosive growth stock? I'm actually leaning toward dollar cost averaging and adding more if the incremental timing of an investment occurs during a pullback.
  6. with actual experience with tangible metals I can say I'm not quite ready for owning actual bitcoin (which is probably a lot easier). but as a simple example, I'd probably put the recovery password in a safe deposit box at the bank if I had any sizeable amount of bitcoin (at this point more than 2-3 coins). as with any alt asset, there are logistics, the burden of which you have to be ok with. for me right now, i just need the inflation/currency hedge and the explosive growth so an ETF is great for now and maybe forever, but as my planning above suggests, if we need to make a radical move with assets, we will and at that point losing a bitcoin run up is not the point (presumably by then the ETF has the run up covered), the point is to be flexible and mobile. so liquidating assets, buying bitcoin, moving, then reestablishing a diversified asset base is possible with an agnostic attitude to value because of the temporal nature of the transaction. I get St Kitts and Nevis confused, one or both have passports for sale. Malta is the gold standard based on my limited review, especially for EU travel. both have passports simply for sale.
  7. Well I’ve lost digital pictures at multiple times in my life and even as recent as 2016-2018 so until recently it was probably a bad idea for me to own bitcoin directly. Advent of the Wall Street ETF was very helpful for me. as for a true apocalypse, well I don't think anything digital will matter and we have tangible gold and silver and a couple of guns and more important a lot of water and shelter that remains cool in the summer without HVAC, so we have tons of advantages. as for central bank currency hyper-devaluation and fascist control (for purposes of this post we can assume left and right are capable but I’m pretty sure everyone knows how I view the current political risks), that is a risk, but for now I have to live with it. Owning bitcoin is a way to alleviate concerns, but it not my first priority. Our first priority is working on a second place to rightfully live (active measures ongoing), then we will add a second passport, same place as the second place with standard citizenship applications over time or if financially feasible a second passport simply for sale (unlikely but Malta, Nevis, etc.). from there it’s where to hold assets and even if I wanted to put more in digital currency not sure that’s feasible for a while. 5/6th of our NW is tied up in physical real estate (not a REITs) and closely held business interests (not publicly traded). The good news is the monetization of those will well outpace any currency devaluation and should even outpace bitcoin appreciation, the remaining issue - which I will admit at this point is unclear to me - is how to be flexible with the banking / domicile / location / type of assets to move that into when asset exits occur. With a second passport I could do a lot, but some of that depends on making drastic moves like forsaking US citizenship. Quite frankly I never thought that even remotely likely, but today, with laws passing at every turn that make my life either incredibly difficult or worse functionally unlawful, it is now something I have to consider. Unfortunately I need 5 more years and honestly will probably fall short by 25-30% of a number that makes all of this totally and easily doable (purchasing a second passport and having enough wealth to be citizenship agnostic). But we will see.
  8. Sigh… 😕 then…. 😢 when I scrolled just a bit more up thread. Lump in throat. Agh.
  9. While we are railing on imma I gotta question. Why isn’t this post labeled “well written content”? Just because ctj wasn’t the author don’t mean it ain’t good bull. Fucking fascist.
  10. that sounds like every last regular on the rain thread here. i know for a fact I'm usually up late and drinking (and I don't even drink that much) when there's a gullywasher let alone a cataclysmic rain event.
  11. as long as you crouch on the floor with your hands over your head under your desk in flash flood you'll be fine, even in your basement.
  12. it's like you are talking about hurricanes and tornadoes and ignoring flash floods. sirens go off, you don't seek shelter in your freaking basement dude. you EVACUATE. give me 30 minutes of warning time - i'm awakened and told to evacuate now or I'll die (meaning of a siren) and I guarantee you I'm going to be safe, end of story. stop being obtuse.
  13. and for the RVers... if you are camping on a river bank and unaware of the weather and without an analog weather radio then I just don't know what to tell you other than the fact you probably weren't a boy scout. still, you deserve sirens too.
  14. the NWS warning should be heeded by anyone in leadership in a disaster prone area like a river valley in one of the most flash-flood prone areas. individuals should too but the government and camp leadership should immediately go into monitoring mode with the warning. the moment a river is known to be approaching or will approach flood status from river gauges the sirens should go off and all other methods of alerting the public should go into effect. the county should also have the camps on speed dial. this isn't hard, kids are in the flood zone, redundancy matters, fucking get with it. and since this is a multi-county issue, even on one river let alone all the other rivers and counties in the flash flood areas, it should be the state's responsibility to fund it. this shit is just not that hard folks.
  15. I’ve thought about it but I have a massive mental block for a standing desk. I’m going to figure out how to walk more …. BECAUSE GET THIS…. While in San Miguel… I drank more (5 nights a week), I ate out more (6 nights a week), I ate dessert most meals, and with all of that…. I LOST 6 POUNDS IN 3 WEEKS! yes, I AM yelling. I’m shocked.
  16. Oh I do that in my HIIT work outs. Probably 1x a month and if not that some other stupid shit that pisses me off just as much.
  17. Averaged 8000 steps Monday through Thursday and close to 20,000 steps Friday through Sunday in San Miguel. Played tennis bit and went to the gym. My hip felt great. Looks like sitting at my desk is the big problem, not sure how I’m going to do this but I need to add serious walking not just a 1000 steps in a 15 min walk to my routine. Happy and frustrated at the same time. I dunno what prowler training is. Funny you say lazy tho, it’s what peaked my interest in sprints that and it seems tennis appropriate.
  18. I’m in the fidelity ETF, FBTC. Honestly recent experience grappling with physical metals is a bit much. I don’t know all of what buying actual bitcoin entails but I figure for a long term hold - inflation / currency hedge - growth asset play - with a .25% expense structure, 99%+ tracking of actual bitcoin value because the ETF owns actual and only bitcoin with no options or other funny business on the ETF and the only notable drawback is it’s not tradable 24/7 that it was just fine. while it has unique features in the end I see it as an explosive growth asset and part of a disruptive trend among finance, transportation, AI, energy and robotics. There are other growth stocks and sectors but I’m hunting these 5 mostly. Now I need to invest 100x additional to see this run up to $250-500k or more. In due time maybe. Getting my sea legs as it were right now. i am interested in why owning actual crypto is the way to go though. I can see it for use as legal tender but buy and hold?
  19. Absolutely stunning. In every way.
  20. Sorry I can’t keep ignoring his handles fast enough
  21. Yeah you missed it. I fucking hate leaders that do things that result in kids dying. And I’m god damned tired of it. I agreed with her sentiment btw not the way she said it but the nuance is probably completely lost on you. I do think this one will result in narrow change on the upper guad. And for that I’m glad. That was the point of my first rant. but to take anything else from my posts is disingenuous at best. I’ll tell you this too, my litmus test for posting is whether I’d come out of anonymity and own what I said and I would on both of those posts. but you keep trying and play gotcha with me big dog.
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