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| Favorite team: | New Orleans Pelicans  |
| Location: | New Orleans |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 10117 |
| Registered on: | 1/15/2014 |
| Online Status: | Not Online |
Recent Posts
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re: Roster moves to make at deadline and for 2026
Posted by NOFOX on 12/16/25 at 2:13 pm to ghost2most
Keep: Fears, Queen
Trey stays unless there is a godfather offer.
Trade Herb for a good 1st + prospect + bad salary.
Trade Zion at deadline. Pray Zion builds some value before then and hope at least two of WAS, SAC, CHA, or CHI think they can fix him.
Trade Jose to NYK. He has a player option that he will decline, so better to get something for him now.
Trade Missi and Hawkins while they have some value. Missi is a mediocre fit with Queen and Fears. I don’t see it with him on defense and he doesn’t space. Hawk is trash, but other teams might believe he’d excel in a new environment.
Sign McGowens to a real deal. Try to add bigs with complementary skillsets to evaluate archetypes with Queen/Fears. Rebuild value in Dejounte and Poole for offseason.
Trey stays unless there is a godfather offer.
Trade Herb for a good 1st + prospect + bad salary.
Trade Zion at deadline. Pray Zion builds some value before then and hope at least two of WAS, SAC, CHA, or CHI think they can fix him.
Trade Jose to NYK. He has a player option that he will decline, so better to get something for him now.
Trade Missi and Hawkins while they have some value. Missi is a mediocre fit with Queen and Fears. I don’t see it with him on defense and he doesn’t space. Hawk is trash, but other teams might believe he’d excel in a new environment.
Sign McGowens to a real deal. Try to add bigs with complementary skillsets to evaluate archetypes with Queen/Fears. Rebuild value in Dejounte and Poole for offseason.
1
re: Assuming Pels might be trading Herb and/or Trey in near future...
Posted by NOFOX on 12/14/25 at 1:03 pm to Dantheman504
There is no chance Zion is getting 2-3 1sts in a trade. Zion’s a good player, but he doesn’t play and teams cannot allocate that much cap space to a player that has sat more then he’s played.
re: Starlink annouces $40 monthly internet. No charge for equipment.
Posted by NOFOX on 11/11/25 at 10:51 pm to KosmoCramer
quote:
States spending trillions for rural broadband are wasting money.
States are wasting money, but nowhere near trillions.
re: Pelicans are using Thanksgiving week standings as evaluation for future of Willie
Posted by NOFOX on 11/8/25 at 1:19 pm to brmark70816
The 22-23 Nets at 2-5 fired Nash. Jacques Vaughn took over and went 43-32.
Queen is a good player, we just overpaid to get him.
$CRCL - Crazy Nov. Call Flow
Posted by NOFOX on 10/22/25 at 11:48 am
Anyone else get sucked into $CRCL today from the crazy option flow yesterday (over $4M in premium on $385 calls expiring 11/21)?
I have been looking to add this for a while because the government clearly wants to use stablecoin reserves combined with fed rate cuts to drive down the front end of the yield curve pushing the trillions of cash in MM funds into longer dated treasuries or the market.
This also very much feels like a trap for retail because (1) it was hyped by every options related social media account and (2) if those options end up ITM by November, there would almost certainly be blatant insider trading on knolwedge of upcoming approval of Circle's national trust charter bank or some other government related trigger.
I added 100 shares today at $124.51. Might end up regretting it.
I have been looking to add this for a while because the government clearly wants to use stablecoin reserves combined with fed rate cuts to drive down the front end of the yield curve pushing the trillions of cash in MM funds into longer dated treasuries or the market.
This also very much feels like a trap for retail because (1) it was hyped by every options related social media account and (2) if those options end up ITM by November, there would almost certainly be blatant insider trading on knolwedge of upcoming approval of Circle's national trust charter bank or some other government related trigger.
I added 100 shares today at $124.51. Might end up regretting it.
re: Army launches Janus Program to build micro nuclear reactors
Posted by NOFOX on 10/16/25 at 10:14 am to MekaWarriors
quote:
How is this different than Project Pele? Why do we have redundant programs pulling resources? Sounds like companies that did not make Pele's short list leveraged the DIU to create a second program.
It’s not different. It’s the next phase of Project Pele. My BWXT had a good run leading up to and after this announcement. I was actually hoping for a pullback to add more as it was higher than I wanted when I added.
BWXT has been my favorite nuclear play, but because it has real revenue its run has paled in comparison to the gains of OKLO, SMR, NNE…etc.
quote:
“Drawing on my experiences leading Project Pele, I will be personally overseeing Project Janus to ensure we deliver the safest, most resilient, and most effective nuclear energy program possible,” said Jeff Waksman, Ph.D., Principal Deputy Assistant Secretary of the Army for Installations, Energy and Environment. “This effort will directly underpin readiness, lethality, and the warfighter ethos – providing warfighters with reliable power in any environment, at any time.”
re: CCCX - SPAC merge with Infleqtion (Quantum)
Posted by NOFOX on 10/14/25 at 7:50 pm to Upperdecker
I bought 350 shares last Monday at $16 and ended up selling yesterday at $26. Crazy arse market.
Bought it because it’s on theme and I liked the quantum sensing narrative and presentation at the upcoming Nvidia conference. Got spooked off some of my riskier plays with the China stuff. Might miss out on a much higher run, but I had no real means of truly evaluating or understanding the business after a 60% run up in a week.
Bought it because it’s on theme and I liked the quantum sensing narrative and presentation at the upcoming Nvidia conference. Got spooked off some of my riskier plays with the China stuff. Might miss out on a much higher run, but I had no real means of truly evaluating or understanding the business after a 60% run up in a week.
re: Venture Global NYSE Release
Posted by NOFOX on 10/10/25 at 12:23 pm to lsuconnman
Was always on the verge of buying, but the idea in the back of my mind that a favorable Russian peace agreement negotiated by Trump could significantly impact the Euro spot price always kept me from pulling the trigger.
Crazy to see the contrast of the small pop on the arbitration win vs Shell compared to the bloodbath on the loss vs BP.
Crazy to see the contrast of the small pop on the arbitration win vs Shell compared to the bloodbath on the loss vs BP.
re: Ketamine Therapy
Posted by NOFOX on 10/1/25 at 8:46 pm to AUTiger1978
Tryptamine derivatives (DMT and 5-MeO-DMT) are more effective than Ketamine.
re: Who is on Board the Nuclear Train?
Posted by NOFOX on 9/19/25 at 8:27 pm to MekaWarriors
I have a small amount of UUUU (wish it were more) and a decent bit of BWXT.
Also in BN which owns Westinghouse with CCJ and just bought HON which has the only uranium conversion facility in the US, but the large conglomerates don’t get much action on the nuclear components.
Also in BN which owns Westinghouse with CCJ and just bought HON which has the only uranium conversion facility in the US, but the large conglomerates don’t get much action on the nuclear components.
Had BABA from $116 to $160.
Have PDD at $118.
Going to load up on JD at open tomorrow.
Have PDD at $118.
Going to load up on JD at open tomorrow.
re: Dumars Talks Pelicans @ GNO QB Club
Posted by NOFOX on 9/16/25 at 8:28 pm to supe12sta12z
quote:
so he asked each and every player if they wanted to be here or not. If you're unhappy here and if you don't want to be here in New Orleans, let me know because we can't win if you're not all in.
Same exact shite Griff said. I hate these BS cliches and platitudes. Talk about substance. At least Griff also got the old lady to spend on upgrading the practice facilities.
News and social media algorithms realizing with frightening efficiency that stoking political tribalism is the quickest way to maximize engagement/profits has irreparably fricked the US.
It’s a fricking cancer on this country.
It’s a fricking cancer on this country.
re: BLM leader rides scooter thru vigil for Charlie Kirk last night shouting "f Charlie Kirk
Posted by NOFOX on 9/11/25 at 8:24 am to SemperFiDawg
What a miserable piece of shite.
quote:
This from a guy who has NOT been a fan of NBIS. He is trying to say that nobody was expecting this deal and it changes NBIS from a also ran to a contender. Out of the blue, as of this wasn't the plan all along...
I think the scale of the contract was out of the blue. I expected a hyperscaler backed agreement, but thought it would land somewhere in between the Terrawulf google backed contract ($3.7B over 10 years) and the initial Coreweave-OpenAi agreement ($11.9B over 5 years).
The scope of the MSFT Agreement was staggering.
quote:
Congrats to the NBIS holders. Kicking myself for takign profits at $70.
I was on the sidelines for the epic aftermarket run yesterday, but jumped back in at $86.40 on the little profit taking dip this morning. (Also added some more IREN too)
Congrats to the NBIS holders. Kicking myself for takign profits at $70.
I have been into backcountry camping for many years with plans to attempt a PCT thru hike later in life.
re: State tax money for job training, instead used to host Bingo fundraisers, which lost money
Posted by NOFOX on 7/23/25 at 3:57 pm to TigerintheNO
The New Orleans Nonprofit mafia strikes again.
Everytime there is an investigation into all the corrupt New Orleans nonprofits, it gets shut down. There will be 10 of them registered to the same address.
Everytime there is an investigation into all the corrupt New Orleans nonprofits, it gets shut down. There will be 10 of them registered to the same address.
re: Venture Global (stock symbol VG)
Posted by NOFOX on 7/17/25 at 7:04 pm to Longer Tail Tiger
The lockup period ends on the 23rd.
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