Sanrith Descartes
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McDonalds fries are amazing. Most everything else is s-tier. Though a freshly made to order Big Mac with a non-stale bun can be pretty tasty.
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Investing General Discussion
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Guest, did you like the last podcast notification?? Well here's the second one, and for the third podcast! Yep. This Thursday 8-8-24 at 7pm Central
Go here to check out his podcast thread for info on topics and links!Go into the FoH discord and find the Happy Time Fun Hour channel and give it a listen!
4.50 for 2 but ya. McDonald’s uses real eggs too unlike a lot of the chains. I like the sausages but not good for my health so I usually skip them.
circling back to stock talk I don’t love McDonald’s at a 22 pe and I feel they can’t grow fast enough anymore to justify a growth pe so I dislike them as a long term hold. I likely am going to buy 5k in LW (lamb Weston) which is a supplier and I think massively beat down on the restaurant slow down to the point where it is a real buy with 40+% upside over the next 2 years.
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ToeMissile
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Palum
what Suineg set it to
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It's funny because its now full circle. If I'm on a road trip I'd rather eat at a gas station, because most of those I can find a freshly prepared sandwich from a local place on sale.
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Gravel
Mr. Poopybutthole
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Sanrith Descartes
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NVDA casually shedding a quarter trillion (with a T) in market cap today.
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Big Phoenix
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AMD earnings this evening too.NVDA casually shedding a quarter trillion (with a T) in market cap today.
Sanrith Descartes
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Sanrith Descartes
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Big Phoenix
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Sanrith Descartes
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They are on a pace to do a 1/4 of a trillion dollars in sales. That's Trillion with a T.
Big Phoenix
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Sanrith Descartes
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It dropped below the 200-DMA of $402. It hasn't been there in more than a year. My guess is we get some buyers and it moves up above $402 before the open. I also think the Cloud revenue miss is what caused to drop.
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Big Phoenix
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Guess ai isn't the revolution it's promised to be? This is also after laying off 1000 or so people in their azure/cloud division last month.
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Sanrith Descartes
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ToeMissile
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We’ll get a right-sizing/clean out similar to all the .com stuff that happened in the 90's. It'll normalize and "AI" in some form or another will work it's way into everything again like the web/internet. Or we'll find ourselves in the Matrix etc.
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Well... to be fair... it was just about across the board red in tech today... At least that is how it looked from the perspective of my portfolio. hehNVDA casually shedding a quarter trillion (with a T) in market cap today.
Big Phoenix
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Gets better for AMD.
Really amazing how is how badly Intel has fucked up over the past decade yet still exists.