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CecilShortsHisPants

Favorite team:New Orleans Pelicans 
Location:One Foty Fo uh uh Magnolia Screet
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Number of Posts:3891
Registered on:10/8/2012
Online Status:Not Online

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re: WFDT

Posted by CecilShortsHisPants on 7/19/26 at 7:53 pm to
quote:

Air fried some wings


That’s what’s up

re: WFDT

Posted by CecilShortsHisPants on 7/19/26 at 7:50 pm to
Birria tacos.
I’m not sure why I put this off for so long, but damn it’s good..
Also, most fun I’ve had preparing dinner in a while.

Might have that consomé with breakfast. Fantastic!

re: Jim Cramer and IBM

Posted by CecilShortsHisPants on 7/15/26 at 6:22 pm to
quote:

Amazon is dead money going forward


Well that’s a bold call :lol:
I have wondered how quickly evolution has worked here with football players in the US. Just a short time ago, 6’3 285 was an intimidating LT, now that’s considered undersized.

Same goes for the NBA…. Charles Barkley was able to dominate his era at 6’6”
What a show that was. I’m legitimately pissed off that they ruined 11 of our HR derbies with a frickin timer. The derby is back! (Still prefer outs to swings though)
Not me

Eta: My stocks actually had a pretty strong day.
AMD is my only “AI stock”

re: Term limits

Posted by CecilShortsHisPants on 7/12/26 at 4:58 pm to
Maybe after Trump’s 3rd and/or 4th term we can revisit this topic.





I’m being facetious, obviously.


But seriously
quote:

The chatgpt nerd


The gay chatgpt nerd
quote:

The fact that they are moving to be more like YouTube indicates YouTube is kicking their arse.


Netflix is the king of their arena, and it ain’t close. They’re just looking for new revenue streams, as any good company should do
I really like NFLX right here. I think the profit boost from the password sharing crackdown was a one-off, but still a great strategic success for them. They’ve proven they have pricing power going forward, which is huge…

I think now it’s just a matter of how low will it go before it reverses. Earnings next week also. If it falls further, I’m in
quote:

I don't get the preference for dividend stocks given their consistent under performance. Not to mention tax drag if held in non retirement accounts. Besides, why would I choose to put my capital into a company that determines the best use of excess capital is to give to right back instead of investing it for more growth/profit? I prefer to determine when to extract my capital.


Ding ding ding…

Dividends are for suckers
quote:

About 15% of my 401k is in small/mid cap. Is it time to transfer out of that into large cap?


That’s entirely a personal question. Small/mids offer more upside with greater risk.

FWIW, I’m 37, and 100% of my 401k is an S&P fund
quote:

Small to mid cap (SMID) is for stock picking


This

Most small caps get absoultely wrecked when things turn sour, which is due any moment now
quote:

I don’t know how to do this


Google it. “How to sell covered calls” on whatever brokerage you use. It’s not as complicated as it seems.
The hook for me was years ago, some guy on youtube described selling options as being the casino for option gamblers. And he was right.
It works especially well with index options because the S&P isn’t going to run 20% up on you in a month, it just doesn’t happen. (Granted, the premiums are slim, but that’s what you’re going for, just a little extra juice) I’ve been collecting modest premiums on top for years and never got my shares called away.

If you have enough for 100 shares of VOO, consolidate and sell conservative covered calls. Just enough to get you S&P return plus 1-3% annualized.
That’s what I do anyway

re: Salesforce (CRM)

Posted by CecilShortsHisPants on 6/17/26 at 8:58 pm to
quote:

You can vibe code a solid CRM in about an hour. Once its coded, you don't have to worry about token costs.


I’ll admit, I’m not experienced in that area. I just keep going back to if it’s really that easy to disrupt Salesforce, why are they still growing and guiding for 10% annual? It feels like Salesforce has a higher value proposition than AI can offer their customers.

I just see a strong business that is extremely oversold, given the metrics. Could it turn like the market is betting? Sure

re: Salesforce (CRM)

Posted by CecilShortsHisPants on 6/17/26 at 7:47 pm to
Using AI for CRM sounds great, but it will come with a price. (It might be free, or relatively cheap now, but these LLM providers will eventually need to make money too, LOTS of it)

The biggest question to me is this: Will there be more value in paying for AI or just paying for Salesforce?

I’m betting on Salesforce. Maybe I’m wrong, but the profits and guidance are still strong today, that’s a fact.

re: Admins please delete

Posted by CecilShortsHisPants on 6/16/26 at 2:11 pm to
quote:

Do the class I want to learn


1st homework assignment is free on page 1 :cheers: