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Night
783 posts
I have 7 stocks on my watchlist.
Most are wide-MOAT juggernauts, here’s the target I’m waiting for…
1. $MA - Mastercard
Target NTM Multiple: 22.9x / $450.00
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@cellblock73 @hzapperz @____selah They pull water from the city supply.. and then treat the water to stop scaling, corrosion etc.. same thing happens at power generation plants.
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@LegitM88 @hzapperz @____selah Evaporative cooling doesn’t work without evaporation. And I don’t think any data center pulls water from a river, it’ll mess your pipes up quick, it comes from the city generally.
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why can't the data centers just use dirty water. like why it gotta be the clean drinking water
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@cellblock73 @hzapperz @____selah I assume the new ones would build more efficient cooling systems (no water loss version). Also what’s wrong with losing water? You guys get your water from the river, so the loss is gained back. You just have to treat the new water
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@LegitM88 @hzapperz @____selah The massive ones do….like I said, I work in the industry, you can feel free to tell me that I am wrong, but I would assume my expertise in this area is much greater than yours.
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@cellblock73 @hzapperz @____selah most data centers aren't going to be building cooling towers. There are other ways of cooling the water and it has no loss of water..
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@hzapperz @____selah The sky…? If the point you’re making is that it falls back to earth eventually as rain, that would be correct. However that rain water is not what is used for the DC in its original form.
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@EndicottInvests You think so? I think $AMD is more undervalued than $NVDA
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Tariff headlines are back.
Here’s what I’m avoiding / watching / targeting into the volatility…
$MU = Overvalued
$PLTR = Overvalued
$TSLA = Overvalued
$RKLB = Overvalued
$ORCL = Overvalued
$MSFT = Overvalued
$TSM = Fair value
$AMD = Fair value
$MELI = Fair value
$NOW = Fair value
$NFLX = Fair value
$ASML = Fair value
$NVDA = Fair value
$GOOG = Fair value
$PGY = Undervalued
$SEZL = Undervalued
$NBIS = Undervalued
$ZETA = Undervalued
$PATH = Undervalued
$UBER = Undervalued
$META = Undervalued
$DUOL = Undervalued
$AMZN = Undervalued
Cash reserves are critical.
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@CDLHighlight Lmao immediately dismisses the watch party. Look at the #s after he started streaming the games
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Notice how nobody can name a single thing Scump has done for the CoD community since retiring besides easy watch party content.
Man’s surrounded by yes-men and it shows.
CoD Clipped@CoDClipped
HECZ gets heated at the COD community hating on Scump: Scump: “They said I don’t do anything for the COD community.” BoZe: “The people are turning their back on Seth.” HECZ: “Who said that sh*t? HE’S DONE A TON FOR THIS COMMUNITY!!!” 🗣️😳
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Night retweetledi
Bubble guts woke me up out my sleep...I had to check my sheets for any slippage lol
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Did anyone get a chance to catch this? Perfect gorgeous double bottom
10 ema
Gap and go today?? From my video on Monday night / Tuesday morning???
:)
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Night retweetledi
Job interview tomorrow for the first time in 6 years of full time gaming
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Night retweetledi
Night retweetledi
In case $nvda earnings gets faded, market is doomed short term. Pay attention.
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I think the delays to GTA 6 for polishing reasons actually benefits the chances of GTA 6 Online coming very quickly after release rather than hurting it and it being delayed even further out like the Singleplayer currently is. I mean we’re talking a 10+ year multiplayer game that’ll generate BILLIONS of dollars for Rockstar/Take Two. Online is gonna come quickly especially with all the focus now on polish.
Reece “Kiwi Talkz” Reilly@kiwitalkz
A lot of people are having a hard time accepting GTA 6 being delayed for polish. AAA Games have become so big in size and scope that the amount of testing involved has reached astronomical levels. Nintendo spent 1 whole year doing QA on Zelda: Tears Of The Kingdom because of its advanced physics and it's nowhere even close to the level and scope of GTA 6!! This is the most ambitious game of all time, with an insane amount of scale and a ludicrous amount of NPC density, there are so many moving parts to game development with a ton of variables and blindsiding curve balls that come up. Fixing one potential problem can cause a cascade of issues in another area and the bigger the game the more this effect is compounded. Something to keep in mind regarding this delay.
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@BaleyBobar33200 @olafkswg @CounterStrike Anti scam.. when they aren’t being scammed.. how would this be their fault…? This wasn’t in place for 3rd party sales. It’s for API scams
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@olafkswg @CounterStrike you are buying from third party services which by valve tos youre not supposed to do. lol like its genuinely your fault
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