Jax-Tiger

I took a flyer on a couple of 2DTE $19c. For funsies.

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But do we actually see OUST hitting 90? Lidar tech I see as important, but data center important?

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OUST is in it's infancy. The demand is just beginning. If OUST becomes the industry leader, it could hit $90. Again, OUST at $90 is the same valuation as NBIS at $22, so no, it won't be data center big, but that doesn't mean the return won't be great.

NBIS price per share is nearly the same as NVDA, but, as we know, NBIS is nowhere near the size of Nvidia, and I think NBIS is still going to get a better return for the next few years than NVDA.

Bought up some shares at $28.50. Had some $30c 8/26, and sold them to partially fund the buy.

LFG.

I will post a beer from a beach bar today or tomorrow. I think IT_Dawg is to landlocked for that, unless he's on vacation.

But he needs to post one, soon.

I don't know how y'all can stand this volatility...

You should invest that money in CDs - much more consistant performance.

I mean, this could hit $220 today, but could be back to $205 tomorrow. Unacceptable.

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We may wake up to $205

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My concern is that we are already up $40 in the last 2 weeks (were up $60). I think there is a natural inclination to be believe that any good news in the earnings report is already baked int the current price.

We'll see in the next couple of days...

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But being historically terrible when ranked pre-season #1 is a valid complaint.

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That is the reality of today's world with NIL. You have to reinvent your lineup every year, because of the portal. You're gonna win some and you're gonna lose some.

According to the portal rankings, we cleaned up in the portal and in recruiting, but those guys came in and didn't produce. The teams that do the best on their portal pickups is going to go to Omaha. It's a crapshoot as to who picks up the small college portal kid that has a breakout year.

Jay now has to figure out how to improve the team. What's going to happen to Ruckert and Patrick? Do you try to develop them further, or do you go get more players from the portal? I mean, other than at catcher and maybe 1st base/3rd base, you have to replace starters at every other position (barring bringing back someone unexpectedly).

We'll see how the portal shakes out and how some of the young guys develop.

One of the advantages of the NIL is that it increases the odds of bringing in a HS kid that otherwise might go pro. They don't have to choose between money or college.

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I’m not sure what taxes they’re paying with plenty of expenses and near zero revenue.

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Hence my question.

Does a company valuation affect the taxes?

It makes sense that a company with very little revenue and a lot of expenses would do everything they can to keep taxes low, but does a company valued at $5B pay significantly more than a $1.7B company during a redomicile?

If you have the money, then go for it.

My wife and I decided that we would assist our children, if they needed help. We have 4 children, and 3 of them are triplets, so paying for the last three at the same time would have meant risking our retirement, and we decided that we would not do that.

When our children needed help, here and there, we gave it to them. Both my wife and I had jobs while we were in college and we told our kids that they would need to contribute as much as they could, as well. It worked out well for us, and they all have their degrees that are useful.

They say that the best present you can give your children is not to pay for their college, but to not be a financial burden to them in your last years. I tend to agree with that.

I dont want them indicted unless its part of a wider net. If they are indicted and it doesnt go further up the food chain, then this is just bullshite.

The "insurance policy" they referred to had to have involved more than just them...

Having said that, I don't know if there is anybody else who's facial expression I would rather see than Peter Strzok's as they sentence him to 20 years in the clink. I'd love to compare/contrast the sentencing expression on his face to that smarmy look on his face when he testified in Congress...

I'm totally not messing with this, pre-earnings.

I'm waiting for an awesome earnings report, followed by a huge downturn in price, because Coreweave has forecasted too much capex. Then I'm going to jump on some 1/27 calls after the price drops to $160 something...

Of course, because I have planned this out, it will totally NOT do this, so I may have to double cross myself at the last minute, due to fomo.

Feel free to use this information to plan your strategy out...