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CheesyF
| Favorite team: | USA  |
| Location: | |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 565 |
| Registered on: | 5/2/2017 |
| Online Status: | Not Online |
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where do you live?
2
re: Stocktalkweekly picks have been a disaster recently.
Posted by CheesyF on 9/23/26 at 10:39 am to bayoubengals88
He's been on a buying spree this week since he was at 50% cash. Seems to be in his "dart throwing" era again. I'm a little weary to follow given yields.
re: Stocktalkweekly picks have been a disaster recently.
Posted by CheesyF on 9/22/26 at 4:59 pm to bayoubengals88
RSKD
re: Stocktalkweekly picks have been a disaster recently.
Posted by CheesyF on 9/11/26 at 10:55 am to astonvilla
been awfully quiet with YTD return metrics!
just kidding. saw you got a strike from the mod
are you trying to get banned from MPS?
crawfish prices bout to skyrocket
I knew of a guy that owned a handful of oil wells (<1bbl/d). Used that "business" to write off a bunch of outdoor equipment.
10ml or 10mg? I bet it's 10mg (5mg of each?), which would come in a 3ml vial.
Online guidance varies. I did ~1mg/day. If you do 5 days/wk then you need about six 10mg vials for a 3mo cycle.
Online guidance varies. I did ~1mg/day. If you do 5 days/wk then you need about six 10mg vials for a 3mo cycle.
re: NAD+ feedback?
Posted by CheesyF on 8/19/26 at 8:22 am to Long Ball Larry
I kinda agree with this.
I've felt mostly minimal effects from reta. I recognize reta/tirz peptides work for lots of people.
Recently added tesa, NAD and 5amino 1mq. I don't notice squat except the water weight from tesa. Maybe better sleep, but that's not why I'm taking it.
Have also run 2 cycles of CJC+IPA. No significant changes except water weight.
Only a couple weeks in, so tesa could be doing its thing, but as far as daily energy/clarity, the other two aren't providing that.
I've felt mostly minimal effects from reta. I recognize reta/tirz peptides work for lots of people.
Recently added tesa, NAD and 5amino 1mq. I don't notice squat except the water weight from tesa. Maybe better sleep, but that's not why I'm taking it.
Have also run 2 cycles of CJC+IPA. No significant changes except water weight.
Only a couple weeks in, so tesa could be doing its thing, but as far as daily energy/clarity, the other two aren't providing that.
you're able to haul 6 people + gear with the trunk space of a tahoe? impressive.
New Armadas are very nice. Has new motor made in Japan.
You can drive yourself crazy with engine failure stories. Odds are whatever you pick will be fine. I drive a 23 Suburban with 5.3. No issues. Reallly wanted the 3.0 diesel.
New Armadas are very nice. Has new motor made in Japan.
You can drive yourself crazy with engine failure stories. Odds are whatever you pick will be fine. I drive a 23 Suburban with 5.3. No issues. Reallly wanted the 3.0 diesel.
re: OUST - Ouster LiDAR for Physical AI
Posted by CheesyF on 8/6/26 at 10:37 am to damnlambert
He got out of FIVN 2 weeks ago. Thinks some product OpenAI released points to all frontier AI's disrupting growth.
quote:
To be abundantly clear, I still think Five9 is cheap for the business that it is, and I still think it can rerate on earnings, and I also think its infrastructure potentially makes it an interesting acquisition candidate for OpenAI or other frontier labs, but my objective here was not trade the earnings or an acquisition, my thesis was to play a significant rerating over time, and this disrupts that thesis.
re: Look at the chart, look at the theme. I can’t buy enough FSLR
Posted by CheesyF on 8/3/26 at 11:19 am to bayoubengals88
FSLR on the move today!
re: What do you look for in a CFO, if hiring
Posted by CheesyF on 7/30/26 at 2:13 pm to JoseVargasTX
Do you need someone more accounting focused or finance/commercial focused?
A good search firm (small shops) could be helpful, but at the end of they rely on volume and hope one lands their fee. If the firm has girls in their 20s that don't know what experience makes a CFO, probably not going to be helpful.
We received tons of junk despite repeatedly saying people must have X experience.
A good search firm (small shops) could be helpful, but at the end of they rely on volume and hope one lands their fee. If the firm has girls in their 20s that don't know what experience makes a CFO, probably not going to be helpful.
We received tons of junk despite repeatedly saying people must have X experience.
Stairway to Gray is a decent resource. GLP1Forum has a vendor page and people generally providing feedback / discussing vendors.
From those websites, join a handful of telegram/discord channels, check reviews. Give one a rip. You can receive orders from US "warehouses" in days. Buying from chyna can take 2 weeks to 2 months.
From those websites, join a handful of telegram/discord channels, check reviews. Give one a rip. You can receive orders from US "warehouses" in days. Buying from chyna can take 2 weeks to 2 months.
re: Look at the chart, look at the theme. I can’t buy enough FSLR
Posted by CheesyF on 7/22/26 at 9:05 am to bayoubengals88
FWIW, StalkTalk loves FSLR, thinks upcoming earnings will rip in favor of solar. His cost basis is 230-something.
Thx for the reminder to get in this one
Thx for the reminder to get in this one
pissed i sold my options yesterday....
re: A Can’t miss SPAC??! Agility Robotics CCXI/AGLT
Posted by CheesyF on 6/26/26 at 2:08 pm to bayoubengals88
No lol. 6%. Wanted to go big on his entry but wasn’t able to get filled without it gapping. Think he got in around 11
re: A Can’t miss SPAC??! Agility Robotics CCXI/AGLT
Posted by CheesyF on 6/26/26 at 1:03 pm to bayoubengals88
Stalktalk bought 3% position. Wanted 6 but is waiting for it to settle
re: Peptide site you trust?
Posted by CheesyF on 6/15/26 at 9:46 am to Jakesonaplane
Strictly from tesa? i.e. not stacking with reta or tirz? been looking for some gray market but hard to find and domestic prices are sky high.
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