CheesyF

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.

He got out of FIVN 2 weeks ago. Thinks some product OpenAI released points to all frontier AI's disrupting growth.

quote:

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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.

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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.

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

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

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.

A lot of people in the discord are frickin retarded

Have run 2 cycles of CJC/IPA. Noticed less inflammation in my knee and the 5-7lbs of water weight it packed on. Sleep might have been slightly better but no massive gym gainz. Pinning 2x/day got old after 4-5 weeks

If you want to travel, you can check the travel portal for 'boosted' flights. They'll cut the mile requirement in half for first class seats. Domestic and international.

If transferring, Nerd Wallet shows 55% bonus to Marriott.

lol this is 70% of my taxable account. Not massive but meaningful. Also holding in Roth. Been wanting to slice some off and redeploy elsewhere but I can’t bring myself to do it