Author | Lightnews

@vegavandal.bsky.social

1.7K followers 300 following 2.6K posts

Thus it will be seen that his life, in all its splendor, was not without some danger or difficulty, requiring talent and determination for success

Posts Media Videos Starter Packs

vegavandal.bsky.social @vegavandal.bsky.social · 9h

Yah my grandfather bought his first house by owning TXN in the way old days. Maybe where my interest in the space comes from

Reposted

vegavandal.bsky.social @vegavandal.bsky.social · Jan 24

It’s getting a little too much credit compared to GOOGL imo. On the other site a fund mgr would call it a vibes stock…hard to disagree

1 1 3

vegavandal.bsky.social @vegavandal.bsky.social · 10h

Tough to say. Doubt many had much E then but the same thing happened in 2018. It’s just the nature of the sector.

vegavandal.bsky.social @vegavandal.bsky.social · 10h

I will say seeing GOOGL and META diverge like this gives me great joy

1 3

vegavandal.bsky.social @vegavandal.bsky.social · 10h

If you’re walking distance from a metro that can get you to the purple line easily in a leafy neighborhood, you’re fine. More Bethesda workers can live in Takoma then.

vegavandal.bsky.social @vegavandal.bsky.social · 10h

That’s what happened in 2021-2022. Semicap names EPS peaked at the end of ‘22, and the stocks rallied as EPS tanked 😂.

1 4

vegavandal.bsky.social @vegavandal.bsky.social · 10h

Shepherd park and Takoma will be fine. Brookland too. The rest idk.

1 1

vegavandal.bsky.social @vegavandal.bsky.social · 10h

Something to remember is semis tend to blow up 3-4 quarters before they print ATHs in EPS. It’s the most Calvinball sector out there.

1 12

vegavandal.bsky.social @vegavandal.bsky.social · 10h

I can’t justify any more exposure to this stuff at this point. Valuation, circular deals etc. It’s “watch and trim” mode at this point.

1 1

vegavandal.bsky.social @vegavandal.bsky.social · 10h

Good to keep in mind that you play a non linear game and it’s much easier to focus on the here and now versus how things will look 12-18 months from now

vegavandal.bsky.social @vegavandal.bsky.social · 10h

My guess is the lack of breadth is going to go way past the 90s until AI sucks in every last dollar of the market before it blows up

2 5

vegavandal.bsky.social @vegavandal.bsky.social · 10h

I think Powell killed any chance of breadth picking up for the rest of the year today. Rates up has led to “NVDA only” type markets.

2 8

vegavandal.bsky.social @vegavandal.bsky.social · 12h

It’s pretty simple- it’s salesforce, but for payments

vegavandal.bsky.social @vegavandal.bsky.social · 14h

I basically think DC will never have negative home price appreciation, or in a meaningful way, and from what I’ve seen we’re not getting it in the worst environment possible for housing

1 1

vegavandal.bsky.social @vegavandal.bsky.social · 17h

Easy idea for an app- AI takes podcasts and replaces or changes curse words, for dads who have to drop their kids off at school in the car

1 5

vegavandal.bsky.social @vegavandal.bsky.social · 1d

1 4

vegavandal.bsky.social @vegavandal.bsky.social · 1d

If you find some houses that have sold well below list I’m curious. It’s honestly what I’ve been expecting.

2 1

vegavandal.bsky.social @vegavandal.bsky.social · 1d

Mostly NW is my focus

1 1

vegavandal.bsky.social @vegavandal.bsky.social · 1d

Yeah could be, haven’t looked in those particular places much tbh.

vegavandal.bsky.social @vegavandal.bsky.social · 1d

Yeah, there’s also just a lot of people with rich parents and there’s zero inventory. It’s brutal.

1 2

vegavandal.bsky.social @vegavandal.bsky.social · 1d

Yeah, to be clear I’m saying I’m not seeing houses sell below asking prices, and in a lot of cases well above. And I think it makes sense given supply and wealthier than normal cohort of homebuyers. But prob not what a fin model would suggest

1 1

vegavandal.bsky.social @vegavandal.bsky.social · 1d

I’m just saying, you’re not getting discounts on the global capital of grift and influence. Probably ever if not in this environment

vegavandal.bsky.social @vegavandal.bsky.social · 1d

I’m talking about an actual house east of 16th. It’s the inventory issue

vegavandal.bsky.social @vegavandal.bsky.social · 1d

More like YES AND amirite fellow semi nerds

FinTwitter @fintwitter.bsky.social · 1d

Sk Hynix Expects Nand Shipment In 2026 To Grow High Teen Percent Year On Year

1 5

vegavandal.bsky.social @vegavandal.bsky.social · 1d

Yet 1700 sq ft houses still go for $1.2 million