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Bearded_Chow25
| Favorite team: | LSU |
| Location: | D-town Boogie |
| Biography: | |
| Interests: | Money, Travel, Food, Sports |
| Occupation: | |
| Number of Posts: | 117 |
| Registered on: | 12/13/2014 |
| Online Status: | Not Online |
Recent Posts
Message
re: Regarding OKLO
Posted by Bearded_Chow25 on 9/19/25 at 10:42 pm to Doctor Strangelove
I luckily snagged some shares at the end of last year as part of a broader AI play and now I’m trying to figure out what to do…for anyone considering starting a position (if that exists, although volume traded today was 3x the daily avg), what’s your bull case at these price levels?
ChatGPT noted the possibility of a fuel supplier monopoly via the recent Tennessee Project, but having a hard time making sense of further upside
ChatGPT noted the possibility of a fuel supplier monopoly via the recent Tennessee Project, but having a hard time making sense of further upside
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by Bearded_Chow25 on 8/9/25 at 10:24 am to bayoubengals88
@bayoubengal - curious, why aren’t you interested in exercising any of your calls?
I’ve got some deep in the money calls that I’m considering exercising as part of a long term plan to add to my share count and partially soften the short cap gains tax.
I’ve got some deep in the money calls that I’m considering exercising as part of a long term plan to add to my share count and partially soften the short cap gains tax.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by Bearded_Chow25 on 5/13/25 at 9:23 pm to The Egg
In regards to the Avride business...I've seen tons of the little last mile food delivery robots cruising around downtown Austin over the last few months. Today I saw an Avride Hyundai IONIQ 5 for the first time... pretty cool to see in action.
re: Lisbon - where to eat and stay
Posted by Bearded_Chow25 on 1/26/24 at 9:08 pm to 318Bruin
Tasca Pete - tiny restaurant with fantastic food and wine. Feels like you’re hanging out at a friend’s place.
Lupita for pizza - one of the better pizzas I’ve had in a long time.
Breakfast - Breakfast Lovers hits the spot
Go catch the sunset at Castelo de S. Jorge and grab a beer.
Lupita for pizza - one of the better pizzas I’ve had in a long time.
Breakfast - Breakfast Lovers hits the spot
Go catch the sunset at Castelo de S. Jorge and grab a beer.
re: Flight Booked for Europe this Summer
Posted by Bearded_Chow25 on 12/17/22 at 12:07 pm to Zappas Stache
When you get burnt out of pintxos, go to Gerald's bar for dinner. Best meal I had during my stay in San Sebastian. Also have a few drinks then mosey on up to the top point of Old Town for sunset .
Check out Biarritz while in France. IMO much more to do and see than SJL. I'd recommend staying here and just doing a day trip to SJL.
Check out Biarritz while in France. IMO much more to do and see than SJL. I'd recommend staying here and just doing a day trip to SJL.
re: Steamboat - COvid?
Posted by Bearded_Chow25 on 2/22/22 at 11:01 pm to Red Solo Cup
Spent the long wknd there for presidents day. No mask required anywhere we went or anyone wearing them
re: Working Remotely in Europe
Posted by Bearded_Chow25 on 2/5/22 at 8:16 am to Nole Man
I hadn't really considered Croatia. Been there once and loved it. Will check it out more.
I do like to "try" to surf. I hear Portugal has some good spots. Got any recs?
I do like to "try" to surf. I hear Portugal has some good spots. Got any recs?
re: Working Remotely in Europe
Posted by Bearded_Chow25 on 2/3/22 at 10:42 pm to tadman
Appreciate all the recs and comments.
Sounds like the North Coast regions of Spain are the spots. Big fan of beach towns and appreciate the greener locations with outdoor options. I've only heard awesome things about San Sebastian and the surrounding areas, so will zone in on those.
Will prob end up splitting half the time in Portugal since it gets me one hour closer to US and apparently there's a solid digital nomad scene there.
Sounds like the North Coast regions of Spain are the spots. Big fan of beach towns and appreciate the greener locations with outdoor options. I've only heard awesome things about San Sebastian and the surrounding areas, so will zone in on those.
Will prob end up splitting half the time in Portugal since it gets me one hour closer to US and apparently there's a solid digital nomad scene there.
Working Remotely in Europe
Posted by Bearded_Chow25 on 2/2/22 at 9:34 pm
I'm planning to work remotely in Europe this summer for 1-3 months.
Currently zoning in on Portugal and coastal towns of Spain / France. Specifically looking at doing some combination of a few of these spots: Maderia, Portugal beach towns, Basque country, Bidart, Biarritz.
Anyone have any favorite recs that would be cool to check out to work remotely? I'm single and I'm in my early 30s.
Currently zoning in on Portugal and coastal towns of Spain / France. Specifically looking at doing some combination of a few of these spots: Maderia, Portugal beach towns, Basque country, Bidart, Biarritz.
Anyone have any favorite recs that would be cool to check out to work remotely? I'm single and I'm in my early 30s.
re: Laguna Beach/San Diego - things to do
Posted by Bearded_Chow25 on 11/8/20 at 10:49 am to lsufan0307
Coiencidently just spent a month in each SD and Laguna working remotely.
Laguna:
-surfing
-mtn biking /trail running in canyons
-hit the beach coves (Crescent bay was my favorite cove)
-play 9 at the ranch golf course
-favorite restaurant was Ahba - awesome atmosphere
-get food/drinks from whole foods and catch a sunset
SD
-surf
-kayak / paddle board in la jolla
-ride your bike /jog on the strand in PB or around Mission Bay
- eat dinner in little italy (born and raised roof top was fantastic)
-Puesto in La jolla had fire tacos, pricy tho (go on Tuesday)
Laguna:
-surfing
-mtn biking /trail running in canyons
-hit the beach coves (Crescent bay was my favorite cove)
-play 9 at the ranch golf course
-favorite restaurant was Ahba - awesome atmosphere
-get food/drinks from whole foods and catch a sunset
SD
-surf
-kayak / paddle board in la jolla
-ride your bike /jog on the strand in PB or around Mission Bay
- eat dinner in little italy (born and raised roof top was fantastic)
-Puesto in La jolla had fire tacos, pricy tho (go on Tuesday)
re: Any other “conservatives” here living in extremely liberal areas?
Posted by Bearded_Chow25 on 10/21/20 at 10:40 am to glassman
I've lived in San Francisco the last 3+ years.
Have to bite my tongue around co-workers and all the BS company internal social / D&I initiatives. One big ole echo chamber. But hey I got Juneteenth off as a holiday and played golf.
Have to bite my tongue around co-workers and all the BS company internal social / D&I initiatives. One big ole echo chamber. But hey I got Juneteenth off as a holiday and played golf.
re: Best hotel in S. Lake Tahoe
Posted by Bearded_Chow25 on 8/5/20 at 6:48 pm to AZTiger7072
The Landing is pretty swanky.
re: So when are we buying airline stocks?
Posted by Bearded_Chow25 on 3/5/20 at 11:37 am to NC_Tigah
Any thoughts on Alaska? No exposure internationally but operate heavily on the west coast.
I own LUV but looking to scoop up ALK and DAL at some point.
I own LUV but looking to scoop up ALK and DAL at some point.
re: Bolinas, CA
Posted by Bearded_Chow25 on 8/21/19 at 11:30 pm to Zappas Stache
Live in SF and spent a weekend there a few weeks ago. Great spot, but I imagine you'd be bored spending any more than 2 nights there.
As mentioned, Stinson, Muir beach/woods, and Point Reyes are all great and close. Maybe make Bolinas home base and do a day trip or two.
As mentioned, Stinson, Muir beach/woods, and Point Reyes are all great and close. Maybe make Bolinas home base and do a day trip or two.
re: Morocco
Posted by Bearded_Chow25 on 12/22/18 at 11:32 am to Thias2685
Just spent 3 nights in Marrakech and 1 night glamping an hour outside of the city.
Stayed in a Riad in the Medina (old city). Markets are cool and never ending. Everyone is trying to make a buck off you so be prepared to say no firmly, especially when people offer directions and "show you the way". The majority of the people we encountered spoke french and English.
They also have a casino there in a part of town that caters to the international crowd.
Stayed in a Riad in the Medina (old city). Markets are cool and never ending. Everyone is trying to make a buck off you so be prepared to say no firmly, especially when people offer directions and "show you the way". The majority of the people we encountered spoke french and English.
They also have a casino there in a part of town that caters to the international crowd.
re: 2018-2019 Season Long Ski Thread
Posted by Bearded_Chow25 on 10/21/18 at 2:18 pm to Red Solo Cup
Looking at possibly skiing Japan in February, specifically Niseko or Hakuba Valley.
Anyone ever skiied Japan or heard anything noteworthy?
Anyone ever skiied Japan or heard anything noteworthy?
re: Vancouver Transportation Recs?
Posted by Bearded_Chow25 on 9/18/18 at 4:56 pm to lilsnappa
You can use apple / Google pay on their public transportation. Pretty convenient
Labor Day Travel Ideas
Posted by Bearded_Chow25 on 6/13/18 at 11:08 am
I'm planning on taking the full week off of work before Labor Day and travel internationally but having a hard time coming up with a good destination for late August. I would have ~9 days to travel.
Initial thoughts were SE Asia or some islands in the Carribean but I'm concerned with the wet/hurricane season. Right now my back up plan is to fly Canada and travel south down the west coast but ideally I'd prefer to hit up something more exotic or outside North America.
Anyone have any international recs for late August travel?
Initial thoughts were SE Asia or some islands in the Carribean but I'm concerned with the wet/hurricane season. Right now my back up plan is to fly Canada and travel south down the west coast but ideally I'd prefer to hit up something more exotic or outside North America.
Anyone have any international recs for late August travel?
re: Heading to Cabo on Tuesday
Posted by Bearded_Chow25 on 12/24/17 at 6:19 pm to VABuckeye
Flora Farms - Good lunch or dinner spot. Would be cool to checkout the farm/property during the day. We ran into Rob Lowe there and forced him to take a picture with us. :dude:
Ediths- Nice dinner
Ediths- Nice dinner
re: Relocating to Miami for work
Posted by Bearded_Chow25 on 3/17/17 at 2:12 pm to baldona
It looks like the office is downtown Miami about a mile from the American Airline arena where the Heat play.
re: Dallas for the summer - best things to do?
Posted by Bearded_Chow25 on 3/17/17 at 11:02 am to Upperdecker
whats your budget?
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