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sheepshead
| Favorite team: | LSU  |
| Location: | Panhandle |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 30 |
| Registered on: | 11/13/2024 |
| Online Status: | Not Online |
Recent Posts
Message
re: Software Stocks Plunge
Posted by sheepshead on 4/10/26 at 9:00 pm to bayoubengals88
What do you think about the cyber security stocks? Down big for same theory, but I'm not so sure. Started a position in PANW yesterday as it's growth and valuation getting very attractive.
0
re: WFDT
Posted by sheepshead on 4/10/26 at 8:46 pm to OTIS2
Scallops in mushroom sauce
re: Cuban Food
Posted by sheepshead on 4/8/26 at 10:19 pm to Gidgemo
Went to the beach volleyball games 6 or so weeks ago. Had a food truck there with excellent cuban sandwiches
re: XRP?
Posted by sheepshead on 4/6/26 at 7:23 pm to Aces_full
It has no value. Best I can tell it's a souped up western union. Going to zero, but who knows when as plenty of folks like to speculate. There's a literal army of youtubers that say it'll go to the moon...or the whales are doing this or that. Pretty entertaining actually.
re: What do you guys think about KBR and FLR?
Posted by sheepshead on 3/31/26 at 10:20 pm to SmackoverHawg
I went in FLR for same reasons you mentioned and the short term drop. Have some 1st hand experience with them a few years back and they do good work. Will keep buying in the 40s.
Also have good size position in TPC for infrastructure themes, but it's been good last year or two. Don't think would add to right now.
A big driver a few years back in these infrastructure stocks was labor inflation moving faster than their fixed price contracts. They're mostly on the other side of that hangover though.
Also have good size position in TPC for infrastructure themes, but it's been good last year or two. Don't think would add to right now.
A big driver a few years back in these infrastructure stocks was labor inflation moving faster than their fixed price contracts. They're mostly on the other side of that hangover though.
re: MRLN - Merlin Labs (Autonomous Aviation Software)
Posted by sheepshead on 3/31/26 at 10:07 pm to bayoubengals88
I believe this solves a problem and is a very promising technology. Planning to invest a small sum here, and appreciate the OP for sharing this on TD.
The one thing I'm getting caught up in is that the socom contract will cover only socom 130js. Thats less than 90 aircraft. Not the 400 or 800 being mentioned. The 135s is another contract (which has alot of value), but the 130j numbers in the original analysis are overstated.
While the technology is very promising and could reach to other airframes (and more 130js), the basecase being discussed is overstated. All that said, the addressable market is big long term so I'm in.
The one thing I'm getting caught up in is that the socom contract will cover only socom 130js. Thats less than 90 aircraft. Not the 400 or 800 being mentioned. The 135s is another contract (which has alot of value), but the 130j numbers in the original analysis are overstated.
While the technology is very promising and could reach to other airframes (and more 130js), the basecase being discussed is overstated. All that said, the addressable market is big long term so I'm in.
re: Website or message board for general financial advice
Posted by sheepshead on 3/27/26 at 9:53 am to GentleJackJones
re: WFDT
Posted by sheepshead on 3/9/26 at 8:23 pm to OTIS2
Limas with Shrimp and a bit of Andouille
re: Is it safe to attend the Ole Miss game?
Posted by sheepshead on 3/2/26 at 7:50 pm to VooDude
Be there with the wife (no pics)...we wouldn't think of missing this game.
re: Football season ticket release date?
Posted by sheepshead on 2/19/26 at 7:52 pm to SwampBandit
Later in May or early June...
Think they do relocation requests 1st and that happens early May
Think they do relocation requests 1st and that happens early May
re: Four "tax friendly' states that are actually money pits for retirees
Posted by sheepshead on 2/15/26 at 8:17 pm to Willie Stroker
"I’d like to find a tool that allows a user to input income and home value to find an optimal retirement state."
Gemini
Gemini
re: The XRP Hype
Posted by sheepshead on 1/8/26 at 8:43 pm to TDFreak
Exactly, a bunch of retarded hype. Only reason xrp went up at new year is because all the idiots that used their xrp losses over the past 6 months for tax loss harvesting kept on idioting...by buying back in. It may go up again, but I predict long term will go to zero.
re: call your shot(s); winners for 2026
Posted by sheepshead on 1/1/26 at 8:30 pm to cgrand
SRTA
TPC
TPC
Lanes a tigah
Posted by sheepshead on 11/29/25 at 4:28 pm
Per Google Gemini
re: NVDA
Posted by sheepshead on 11/24/25 at 10:12 pm to Double Oh
re: Food Atlas names top 10 food countries for 2025
Posted by sheepshead on 11/18/25 at 8:21 pm to Powerman
Need to replace Indonesian with Thai
re: Victims of the Government Shutdown: Assemble Here
Posted by sheepshead on 10/6/25 at 7:23 pm to YouKnowImRight
I fish at Fort Pickens national seashore most days and it is closed and barricaded.
re: Gulf Breeze High School this time
Posted by sheepshead on 7/30/25 at 2:38 pm to sheepshead
Gulf Breeze High School this time
Posted by sheepshead on 7/30/25 at 2:31 pm
LINK
On July 29, 2025, the Santa Rosa County Sheriff’s Office arrested Molly Mersereau, a teacher employed by the Santa Rosa County School District, on a warrant.
Charges include:
*Contributing to the Delinquency of a Minor (Misdemeanor)
*Use of a Two-Way Communication Device to Facilitate a Felony (2 Counts)
*Criminal Solicitation (Second Degree) (Felony)
*Engagement in a romantic relationship with a student by a school authority (Felony)
This investigation began due to a Crime Stoppers tip to Gulf Breeze Police Department and was forwarded to us for a criminal investigation.
The Santa Rosa County Sheriff’s Office takes all allegations involving the welfare of minors and the integrity of public trust seriously. This case remains under investigation, and additional details may be released as appropriate.
re: No matter the day or time, what is the one dish you'll always eat.
Posted by sheepshead on 4/18/25 at 9:06 pm to madamsquirrel
Red beans
Black beans
Black eyed peas
Lentils
All above beans and lentils with copious amounts of andouille
Tacos
Jerky
Burrito
Pretty much in that order eat any meal
Black beans
Black eyed peas
Lentils
All above beans and lentils with copious amounts of andouille
Tacos
Jerky
Burrito
Pretty much in that order eat any meal
re: What y’all sippin on for this late night game?
Posted by sheepshead on 3/29/25 at 8:42 pm to CrawfishElvis
Sitting in car, outside the box sippin white cans...59 more minutes
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