Recent content by Fogel

I noticed CAT is now flat for the year. Last earnings was a double beat and revenue is up YoY. They also have orders all the way through 2027 at least. Looks like this dip is collateral damage from the AI bubble. Thoughts?

Brotato DLC is awesome. Monster Train 2 DLC releases tomorrow. Slay the Spire beta patch on the 12th.

My goal this league is to figure out how to keep blade vortex up non stop without having to manually apply impale as much. Will be interesting to see if its quality bonus is for gemling.

Commanders here solve a few issues. First issue is how tedious running plain maps to get to a new point of interest can be whether it be a citadel or league mechanic. They'll also let you burn through all your waystones since once you reach a certain level, you always have more waystones then...

Two of the things working against the tree were the fact that jewels and crit were the most powerful things on it. So every end game build became a game of pathing to as many jewel and crit nodes as possible. They still have work to do on the tree but this will make people have to put a little...

Lots of QoL for the atlas. Can now jump to a league mechanic when it appears instead of having to run 10 maps just to get to it. Commanders will run maps for you in real time. Can also jump to other castles owned by your faction.

Support changes look good. Their damage bonuses now reflect the skill they're in. So instead of a support like living lightning being only minion damage, it can now be attack spell or minion based on the skill its in.

Who gets the goal and who gets the assist

Well that was horrible timing. Guess the market decided to have second doubts about the election results. A lot of tech is now under the July lows.

SPCX has room to run next year if they hit their starship milestones like catching and reusing, etc. And the continued role out and expansion of starlink and their datacenters to drive short term revenue. All the other space names are years off from anything substantial from what I've read and...

If it moves quickly enough I'll sell/roll for profit. If not I'll just hold and probably roll if it moves that slowly. If it moves slowly enough I'll even look at selling poor mans covered calls against it. It's an interesting strategy I read about so would like to test the waters. The idea is...

Bro was starting to think maybe he showed up to the wrong interview

Going to take advantage of this dip and just bought a 1 year call on spcx. First time buying long calls but the advantage is it limits how much capital is tied up versus owning the stock. Went with the 100 strike at 80 delta which means the call moves 80 cents for every dollar the stock moves.

US and Canada list fiber as a carb on the label, so you're correct that there are 0 net carbs.