RL/LH Hybrid

Randomly popped up for sale on my social media today. Turns out there is a record store 5 minutes from my house that I had no idea existed. I drive by the location every day.

I’m by no means an expert on vintage records. I have a few old albums from the 70’s and 80’s that I took from my dad. But I’ve spent the last 2 hours looking into this record and best I can tell it’s a RL/LH hybrid. Pretty cool to have a vintage LZ record. It plays great.

u/bone_a_fide — 13 days ago

Joined the Club

First Omega. Always wanted a speedy but could not make up my mind which one with so many options. Bought this Snoopy without seeing one in person and I love it. Pictures cannot do the dial justice. The watch has a lot of little connections between my youngest son and I so he will inherit it one day. Agree the strap leaves a bit to be desired so already working on finding the Aqua Terra equivalent through the local AD. Very happy with the purchase.

u/bone_a_fide — 19 days ago

How do Micron, SK Hynix, Samsung prove memory is no longer cyclical?

One of the biggest disagreements regarding the current memory run appears to be whether it is different this time or not, affecting PE ratios and price targets for these companies. So how do they prove it is no longer cyclical? Is it even possible? If a ”cycle” is predicated on time, how will we know before we get there? Does there need to be a continuous product that requires a recurring, indefinite, supply? My opinion is that it is a super-cycle that will last for years, but not forever.

For reference, I’m holding MU and DRAM at least until 2028. Also currently in MUU for the time being.

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u/bone_a_fide — 2 months ago
▲ 5 r/SNDK_Stock+1 crossposts

For those in MUU, are you holding or trading?

I understand the decay risk. I’ve hopped in and out a few times this year, but if I would’ve just held I’d be up more. Same with SNXX. Tempted to just hold now, but as soon as I make that decision I’m sure it will tank.

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u/bone_a_fide — 4 months ago