arada

@blindspotvalue Thank you so much!!

Good question. One I struggle with.. $CCOI definitely has a more known/vocal bull case from what I have seen. Probably more upside if they can get waves working fasterand keep executing on cutting down the debt stack + mix shift does its thing. Also some other pockets of hidden value (IPV4, etc.) $LUMN probably has less % upside in most scenarios unless NaaS really blows away expectations. Direction of fundamentals is better I think and I’d argue so is management credibility. $LUMN also much cheaper. I think both are interesting!

cogentco.com/en/about-cogen… $CCOI debt refi/reduction story with a positive incremental data point on the closing here.. still unsure about waves growth trajectory error bars given price may not be the main factor in potentially taking share vs $LUMN and Zayo (which I just wrote up in last 24 hours).

@AretardInvestor That is my concern. I think Q1 revenue was so low. Their market cap is now smaller than cash so it’s tempting to buy. But I suppose it could down more so I am not buying it yet.

@arada32111 Yup, still bullish, I think the company is very cheap and I expect them to do very well in the future. Albeit, being as honest as it gets, I did expect the revenue ramp to be faster, I think they have a lacking salesforce and need to do better.

BIOTECH INVESTING:

@AretardInvestor Will Amazon be a competitor of HIMS?

ANYONE SHORTING $HIMS HERE IS AN IDIOT... I hope it's not retail short here and mostly intitutions but in any case, someone's getting burned.

@AretardInvestor Thanks for the reply!

@AretardInvestor Do u still think ALT will get bought out ?

@AretardInvestor Interesting

IF $NVO DOESN'T AT LEAST 2x FROM HERE BY THE END OF 2027 I WILL GIVE $10.000 TO WHOVER COMMENTS ON THIS POST. THAT'S HOW CONFIDENT I AM ON IT

@JoshWComeau @JoshWComeau I missed it. please give me a chance to register your course.

@MaxisComms It is miracle that 20MB internet is slower than 5MB internet lol. Fuck you

@MaxisComms Thanks for Maxis, I have never used fucking shitty inter like maxis ever. I can't even fucking one fucking game in peace.

@MYMicrosoft Is there a any Microsoft store I can experience surface pro 4? And when student discount is available?2

@MYMicrosoft Is there a any Microsoft store I can experience surface pro 4? And when student discount is available?

@MYMicrosoft Is there a any Microsoft store I can experience surface pro 4? And when student discount is available?

@MYMicrosoft Is there a any Microsoft store I can experience surface pro 4? And when student discount is available?

@MYMicrosoft I saw Surface Pro 4 will be available on November. Is there a any play to give studetns discount for Surface Pro 4?