Stop Loss Buyer
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These two images of Hogan at Carnoustie are burnt into my brain. In my mind they are the three best photos ever taken of Hogan (yes including the famed 1 iron).
There is a solitude, even a loneliness in these three photos.
The tipping point for me - this was the last run of peak Ben Hogan. The Triple Crown and then he never won a major again.



TheGolfDivoTee™ @TheGolfDivoTee
In amongst all the many photographs I have of Ben Hogan at Carnoustie in 1953 there's this 49secs of film which I thought you might enjoy watching -
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@SureThingCap @Top100Rick I switched to Vice 6 months ago purely as a financial choice. For me at least, every bit as good of a ball
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If you believe golf ball really affects your score, you should play with Brock.
He just shot 65 with a beat up MaxFli that had 3 rounds on it.
Big golf ball wants you to believe you need to spend $5 a ball and replace when it’s slightly dinged. Do you really believe that?
Brock 💣@Golfingbrock
Think I might retire the ball now😎
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Stop Loss Buyer retweetledi

$QMCO
Everyone thinks AI infrastructure means GPUs.
But AI creates something else too:
A massive long-term data retention problem.
The more AI scales, the more the world needs:
- cold storage
- archival infrastructure
- low-power data retention
- sovereign storage
That’s why a “legacy tape company” like QMCO is suddenly interesting again.
The market sees old storage.
QMCO wants the market to see AI-era archive infrastructure.
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@Lance_Dudley @NUCLRGOLF @bweisflock25 4.5 hours is a completely reasonable pace of play with a group of 4 people
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@chambleebrandel Longer backstroke. Shorter forward stroke it seems
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@regardingsemi Difficult to argue that point.
Normally you get a bump in margin with that kind of revenue growth
Something special commands massive pricing power
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@SureThingCap It’s a glorified oven with a humidifier inside. There’s no specialization or pricing power which is why margins are eroding.
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$TRT
I'll give the company the benefit of the doubt but this is the biggest issue in my mind
Regarding Semi@regardingsemi
You’re piling into a company that poorly photoshops its logo onto equipment it supposedly sells. Their trailing 9 month revenue went from $18M to $36M YoY, while gross profit only increased from $6.5M to $7.6M. That suggests they have to aggressively price their equipment to win sales because they lack real specialization or pricing power. This is a legacy automotive semiconductor equipment company trying to rebrand itself as a leading edge player. If it looks like a duck and quacks like a duck... well, good luck.
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@RevShark A good outcome would be for it to trade sideways after announcing
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I think we are at a very significant market juncture this week. With $NVDA reporting and the indices exhibiting some toppy action on Friday. We also have negative seasonality at this point and the Iran situation is still a mess. We will see how it develops but things are aligning for some pressure $SPY
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I don't like posting gain porn.
It's uncouth.
But I can't share this with anybody in my real life (sans my wife), so y'all are going to get it today.
This is a huge milestone - my first 6 figure day.
I started tracking my finances in Feb 2022, when I had a net worth of $36,539 and a brokerage account value of $11,860.
Today's gain alone exceeds my entire net worth as of Jan '24.
It's not just thanks to gains - I maintained a 50% savings rate until Aug of last year.
Nevertheless, the magic of compounding, built on independent thinking and research, and the ability to take mindful and intelligent risk, has done incredible things.
Deeply grateful to both @Comm_Invest and @majgeoinvesting who have been my biggest influences and educators over the years.

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