Why is the sentiment so negative lately?

APLD holder since around $15. I'm looking to add to my position, and ~$25 looks like a great entry price considering what's coming down the pipeline. However, both here and in other investing subs the sentiment on APLD is quite negative lately. Why is this? Does it entirely relate to their debt levels? Are people expecting bad news at earnings?

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u/Banderchodo — 9 days ago
▲ 6 r/MTHFR

I have impaired methylation, and diagnosed MCAS. Creatine pushed me into overmethylation. Any advice?

Looking for some advice and help here. I have Mast Cell Activation Syndrome (MCAS), which means I have excessive histamine and cannot produce enough HNMT to clear my histamine. As part of my daily medication/supplement regimen, I take L-5-methylfolate: 1,000 mcg in the morning as part of my Active B-Complex, and 2,000 mcg at night (~12 hours apart), for 3,000 mcg total. I used to take 4,000 mcg, but stepped down my morning dose this spring. I have been on 3,000-4,000 mcg for 5-6 years with no issues and no overmethylation impacts.

I also take 1 tbsp of Body Bio PC (phospholipid complex) each day, and have been on this for 3 months with no issue. I have been on and off this with no problems for the last 5-6 years. Only reason I don't take it continuously is price--it's very pricey. PC is a methyl-sparing supplement, and frees up SAMe that the liver would otherwise need to produce it.

I recently learned that creatine is also a methyl sparing supplement, and can free up a significant amount of SAMe. Seeing as how I'm constantly fighting histamine, and can't seem to clear it fast enough, my goal was to have more available SAMe as feedstock.

3 weeks ago I began titrating up creatine (pure creatine, from CreaPure, no fillers or other ingredients). I started at 0.25 grams, and by day 18 I was at 2.3 grams. This is where the problems began: 2 days in a row of insomnia, very poor/light sleep, 3 hours sleep per night, waking at 4 am with excessive adrenaline and high HR and anxiety. Anxious/adrenaline throughout the day. This was unpleasant.

After 2 days of insomnia, realizing I was overmethylating, I stopped the creatine, cut back the methylfolate to 500 mcg morning only, and cut the PC. This was 3 days ago. Within 36 hours the overmethylation appeared to be normalized. I stayed on this low dose for 2 days. However, I then was too aggressive trying to get back into my baseline pre-creatine stack, and yesterday (day 3), I took 2000 mcg of methylfolate (1000 mcg in morning, 1000 mcg before bed) and 2/3rd of my usual dose of PC, but stayed off creatine. The bedtime 1,000 mcg of methylfolate, which I've tolerated even more of for 5-6 years, was enough to push me back into overmethylation. I had insomnia, light sleep, and slightly more adrenaline than usual. Albeit this wasn't as intense as 3 days ago. This this imply creatine has a lasting methylation impact, due to tissue accumulation?

So how long should I expect this to last? Even though I stopped taking creatine 3 days ago, it seems to still be having an effect on my SAMe. I suppose this is because it accumulates in the body, unlike vitamins that you pee out the excess? Any advice would be useful here for anyone who's been through this.

u/Banderchodo — 1 month ago

A few clarifying questions about "McMansions: A Short Guide"

I'm new to this sub, and just read through "McMansions: A Short Guide." Generally, most of what's written is agreeable and straightforward. I have a few questions, however:

  1. Why is stucco considered a cheap cladding material? Vinyl I understand, but stucco stood out to me. In Canada, both cementitious stucco and EIFs are premium, high-quality materials. Further, lime-based stuccos have also been around for thousands of years. Some of the most beautiful cities in the world have many of their buildings clad in plaster/stucco. While stucco (or any material) can be used in poor architectural taste, the material itself is without fault.

  2. How do folks differentiate between a large suburban house, which is typically built on tract, is tacky, and is poorly considered from a design/architecture perspective, from a McMansion? Is square footage the primary distinction--e.g., once a house surpasses ~2,500 sqft, it becomes a McMansion? Because the attributes listed for McMansion are also entirely true for almost every suburban house constructed in Canada, and likely the US too.

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u/Banderchodo — 2 months ago

Coway 150 Owners - Do you bother changing the carbon filter ever 6 mo?

Own two Coway AirMega 150s. We're at the 6-month mark, where the carbon filters are suggested to be changed, but the HEPA is good for 6 more months. But from my initial research, I recall many experienced posters saying Coway's carbon filters aren't very good, and the strength of the AirMega products is on particulate matter filtration.

My question, for those who own AirMega 150s: do you bother changing the carbon filters every 6 months? Looking for some advice here. I'm still new to air purifying, so want to hear what people on this sub recommend.

(I live in Canada. These are both in kids' bedrooms (Approx 1350 cubic feet each). Filters are for general health and air quality improvements, mostly while sleeping.)

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u/Banderchodo — 3 months ago

NBIS Investors - What other high conviction growth plays are you in?

I've been holding NBIS since December 2024. Since day 1 I've always believed in the company and plan to hold longer term.

I'm curious what other investments NBIS holders are making for high-conviction growth plays. What other high-growth investments are you in that you consider on par with NBIS?

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u/Banderchodo — 5 months ago

There is a narrative on Reddit, here as well as other investment subs, that NVDA always tanks (short term) after quarterly financial results. This is not true. On the first trading day following the announcement for the previous 20 quarterly results (5 years), the stock price increased on 13 of them, and decreased on 7 of them. This narrative needs to stop. I think it gives novice investors bad ideas about trying to time the market.

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u/Banderchodo — 6 months ago