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Turin Turambar posted:Let's make a poll... Poll went up over in the VR thread Keynote starts here in ~2 min
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Jun 5, 2023 17:58
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VR is dead Should short facebook stock, if Apple can't figure out VR, meta/quest is doomed
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Jun 5, 2023 19:36
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Hadlock posted:Walmart generally has 20% or more of their floor space devoted to grocery; Target feels like, well it varies by store but 0-15% id guess. Their produce section is often bananas apples and oranges same as you'd see at a corner grocery trying to meet the bare minimum to sell alcohol in that area. Eggs or raw meat is pretty hard to find at a target. Depends on the Target, most of the ones around here (MN) are Super Targets with a full grocery section where you can get most normal groceries. People in MN loving love Target because its from here and it feels less bad than Walmart despite being pretty similar.
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Jun 5, 2023 19:53
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DapperDraculaDeer posted:Is anyone even excited for this thing? The VR hype peaked years ago and per the norm it did not live up to it. I just cant see this making a difference after everything that happened with Meta.  It did result in this all time best magazine cover
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Jun 5, 2023 19:56
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Target is brighter and cleaner if nothing else.
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Jun 5, 2023 19:57
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DapperDraculaDeer posted:Is anyone even excited for this thing? The VR hype peaked years ago and per the norm it did not live up to it. I just cant see this making a difference after everything that happened with Meta. I think this was the last hope for VR, really "Maybe Apple has been sitting on the killer app that will make people want VR" fake edit: lmao $3500, available in 2024
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Jun 5, 2023 20:03
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I love my local dollar store. There is no reason nor rhyme that I can see to the layout. You are in the aisle with the crackers, but can't find any saltines. You know why you can't find them? Because they are on an endcap six aisles over with the brooms and greeting cards. The next endcap is filled with paper plates. The same paper plates are also located five other places around the store. Everything is like that in the store I go to and I just find it interesting how chaotic everything is. I'm not sure if they just randomly decide how to stock the shelves, or if it is some genius layout to get you to walk through the entire store when you just came in to get a can of dog food and a pencil sharpener.
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Jun 5, 2023 20:03
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Yup there's something distinctive about how much product is tossed around, lying on the floor or at the bottom of shelves where it's been pulled off of hooks. Gives an impression. Target seems to understand what customers will feel if they see poo poo scattered everywhere like that, whereas walmart prefers to cut costs. I think it actually affects perception of quality of the products themselves. Like somehow in the back of your head, if you see a bunch of, I don't know, let's say phone chargers, and several of them are on the floor, the first one on the hanger is torn open, the one behind it is mashed, and then there's three good ones at the back, you'll be less likely to retrieve one of the good ones and buy it than exactly the same charger, same packaging, and same price, at a store where the only ones you can see are all neatly hanging and undamaged. Dunno if this actually relevant to the stock picking thread. I don't invest directly in retail companies, I don't think the margins are good, there's so much overhead and the space is so competitive and profits are generally highly sensitive to shifts in the economy. I don't think I am ever likely to know better than the market what's up with a retailer.
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Jun 5, 2023 20:04
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Hadlock posted:I think this was the last hope for VR, really Time will tell, really and don’t overlook Apple fanboys/girls. I know several people that are going to buy it sight unseen just because it’s an Apple product. I suspect many others will as well.
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Jun 5, 2023 20:18
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Cacafuego posted:Time will tell, really and don’t overlook Apple fanboys/girls. I know several people that are going to buy it sight unseen just because it’s an Apple product. I suspect many others will as well. At $3500 a pop though, how many of those people can there be?
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Jun 5, 2023 20:29
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Oh yeah, I bought a deluxe model Quest v1 shortly before the pandemic for like $550, and then later after lockdowns were announced being like "at least I have my quest". I turned it on around christmas that year and all the games said "last played 6+ months ago". Not many new games have been released since then People might buy it but you can't put it in your pocket and go to a concert and text your friends to say "where are you?". Strong 3D TV. Great initial adoption, but there's not much to keep people coming back. Quest offered free "live" Justin Bieber and Brittany Spears concerts in VR but most people put it on a shelf and forget about it after a couple of months
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Jun 5, 2023 20:34
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https://twitter.com/business/status/1665797077622747139?s=20
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Jun 5, 2023 20:44
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Cacafuego posted:Time will tell, really and don’t overlook Apple fanboys/girls. I know several people that are going to buy it sight unseen just because it’s an Apple product. I suspect many others will as well. To be fair, I thought the Dick Tracy watches were dumb, and everybody has one now.
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Jun 5, 2023 20:47
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Ubiquitus posted:At $3500 a pop though, how many of those people can there be? My parents (and many others) paid $3500 in 1990s $ for a computer running Windows 3.1. You’re likely correct, but I wouldn’t underestimate how much people will spend on their tech toys. I have friends that are dumping a smaller amount on competitor headsets, but a ton on graphics cards to keep up with it. People buy a ton of frivolous, useless tech poo poo. It’ll all depend on the software though, I suppose. Red posted:To be fair, I thought the Dick Tracy watches were dumb, and everybody has one now. Exactly - an Apple Watch costs 4x what a Fitbit costs and I know so, so many people that have one and have bought each iteration of them. I’m not saying it’s going to be a grand slam, but I can’t see a world where a new Apple product isn’t a moderate success. That likely won’t make the stock a massive gain though. We’ll see. I’m holding what I have and may add if it decreases.
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Jun 5, 2023 23:16
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Oscar Wild posted:
Lucky Palmer, avid time traveler, doing his best impression of Tim Cook jumping the shark 7 years late
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Jun 5, 2023 23:27
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Lot of people just got a like a $200-$300 apple watch because people ran out of ideas for birthday and christmas gifts. Meta Quest VR was the upper range of this vital retail market. I don't think Apple VR is going to achieve that level of success because it's much too expensive to appeal to people who can't think of any good ideas for somebody for christmas.
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Jun 5, 2023 23:42
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There's a $500 iwatch sitting in a drawer somewhere that my wife got from a family member for her birthday, yeah The quest at launch was $500 which is kind of pricey but also an impulse buy that won't leave you sleeping on the couch for more than a couple of days. Or "I'm gonna get this for me but I'm telling my wife and family I'm just spoiling the kids for christmas". $3500 is "i'm breaking up with you and moving out, my mom was right, you're irresponsible and you have major issues with spending money and I can't do this anymore" territory
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Jun 6, 2023 00:16
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Hadlock posted:There's a $500 iwatch sitting in a drawer somewhere that my wife got from a family member for her birthday, yeah What’s an iwatch?
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Jun 6, 2023 00:22
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It's like an ipod but you wear it on your wrist instead of your pocket
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Jun 6, 2023 00:24
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Oscar Wild posted:
It was pretty funny until it turned out the dude was a white nationalist. Then it just got kind of sad. More on topic though, as someone who was alive for the first round of VR hype in the mid 90s it is not surprising to see it fail the second time around. VR proponents keep trying to market this stuff towards gamers and thats never going to work. Gaming is a sedentary hobby and while VR doesnt require a huge amount of activity it still demands enough to make using it for hours at a time absolutely out of the question for most gamers. So while it might find a few niches in gaming where it works great like flight sims, its never going to achieve broad acceptance. They need to shop around for a new question to answer with this thing.
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Jun 6, 2023 01:55
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does anyone in this thread trade stocks anymore 
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Jun 6, 2023 02:36
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Ubiquitus posted:At $3500 a pop though, how many of those people can there be? go look at prices of common cleaning products and snacks at Grainger and never again underestimate the number of people who have corporate purchasing authority
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Jun 6, 2023 03:41
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Agronox posted:does anyone in this thread trade stocks anymore I do but its all stuff that’s in the russell 2000 and FAANG types have just sucked all the oxygen out of the room for the last few months and it sucks for trading. nothing to do but sit and wait. was active in trading the first two months of the year. then its been slightly down hill since. should have full port yolo’d into nvidia i guess.
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Jun 6, 2023 03:48
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Agronox posted:does anyone in this thread trade stocks anymore Imagine trading stocks when there is natural gas and equity index vol to sell. This has been an incredible year so far, 2nd half of March especially. Pull up a chart of uvxy ytd. What a time to be alive 🙏.
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Jun 6, 2023 06:47
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Agronox posted:does anyone in this thread trade stocks anymore Due to this stupid AI pop, I sold some calls on the PLTR I've been bag holding, hopefully they get called away
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Jun 6, 2023 12:06
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I'm out of almost everything options related except some dumb puts that will probably put a dent in my latest win. NVDA Jun 30 2023 345 Put (Weekly) AMD Sep 15 2023 95 Put SPY Jun 7 2023 425 Put (Weekly)
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Jun 6, 2023 14:31
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https://twitter.com/SECGov/status/1666059252442746881 Whenever I see an announcement like this I always wonder how many SEC insiders traded before the announcement.
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Jun 6, 2023 15:39
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dxt posted:Depends on the Target, most of the ones around here (MN) are Super Targets with a full grocery section where you can get most normal groceries. People in MN loving love Target because its from here and it feels less bad than Walmart despite being pretty similar. This approach worked for Caribou, kind of.
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Jun 6, 2023 15:54
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LLCoolJD posted:https://twitter.com/SECGov/status/1666059252442746881 How much COIN did ARKF buy? 
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Jun 6, 2023 16:22
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Cacafuego posted:How much COIN did ARKF buy? All of it, hopefully.
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Jun 6, 2023 16:46
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But you can’t regulate crypto it says so right in the wiki.
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Jun 6, 2023 18:05
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Cacafuego posted:How much COIN did ARKF buy? It's still up YTD and didn't take an excessively bad beating on today's news. If they bought the dip last year they might be positive.
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Jun 6, 2023 18:49
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If the courts rule in favor of the SEC, how are stockholders reimbursed?
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Jun 6, 2023 19:41
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https://www.politico.com/news/2023/06/05/mortage-interest-rates-property-values-00094969quote:Some $1.5 trillion in mortgages will come due in the next two years, So, JP Morgan announced that 21% of commercial mortgages will default, the market is down 18% YoY; using very simplified math had the market already priced in the remaining 3% already, or are we still 3% away from the bottom of the market? Agronox posted:does anyone in this thread trade stocks anymore I was listening to some analysts on the radio the other day and it was their prediction that we would see another s&p 500 low of ~3800 before it starts to climb above it's 2021/22 high The last time I heard advice like that SPY was 430 and they said it would drop at least another 15% and I ignored it I did speculatively buy half a share of AAPL an hour before the VR thing @ CB $181 and about two minutes into the announcement sold it at the same price
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Jun 6, 2023 20:26
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Hadlock posted:https://www.politico.com/news/2023/06/05/mortage-interest-rates-property-values-00094969 21% of commercial mortgages does not mean 21% of the total net value of all commercial mortgages: it could be (probably is) a number that skews towards some market segments more than others. So we cannot even use that "very simplified math" to infer that the overall market should be down that same 21% in market value, e.g. loss of dollar value across the whole commercial RE mortgage market.
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Jun 6, 2023 21:05
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Yeah the numbers are all over the place. JP Morgan is claiming just $85 billion in banking losses (I guess that's the valuation haircut the bank takes on defaulted loans?) at a 21% default rate; Whereas the other article is saying the market as a whole is worth $20 trillion with a T and $1.5 coming due. Is $85 billion in losses the haircut banks take on ... $315 billion (21% of $1.5 T)?
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Jun 6, 2023 21:32
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Red posted:If the courts rule in favor of the SEC, how are stockholders reimbursed? If you're talking about Coinbase, there are fairly extensive disclosures in their SEC filings that say basically "the tokens we sell might be securities and if they are, it would be bad for business"
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Jun 6, 2023 22:11
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Hadlock posted:Yeah the numbers are all over the place. JP Morgan is claiming just $85 billion in banking losses (I guess that's the valuation haircut the bank takes on defaulted loans?) at a 21% default rate; Whereas the other article is saying the market as a whole is worth $20 trillion with a T and $1.5 coming due. Is $85 billion in losses the haircut banks take on ... $315 billion (21% of $1.5 T)? I guess I’m glad I didn’t get that job at CBRE however I probably would’ve been able to answer that question.
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Jun 6, 2023 23:53
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Cacafuego posted:How much COIN did ARKF buy? https://twitter.com/funwithnumberz/status/1666234555894755328
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Jun 7, 2023 03:46
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Tyro posted:Due to this stupid AI pop, I sold some calls on the PLTR I've been bag holding, hopefully they get called away Palantir is the one that annoys me. When all this ai hype was getting started I wondered if they'd get a jump. I figured nahh they're still kind of a crummy company and didn't investigate at all. Could have had a nice easy win over a couple months. Draftkings is another one that's in that bucket. I didn't think they'd tighten the belt to try and get more profitable for another year or so. Cathy is selling out of dkng to buy coin in that screenshot it looks like. So who knows.
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Jun 7, 2023 15:35
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