u/thewhorecat

Flight BA 0257 from LHR to DEL ... 3 hours into the flight they turned around back to LHR due to engine trouble. No idea anything else outside of that with the issue. We were supposed to be immediately swapped into another aircraft and get back on our way but now the flight has been cancelled. Now an overnighter until the AM.

Edit to add : 1) We dumped fuel prior to landing. 2) I wonder if this is the same plane that was having engine work here:

BA257 LHR → DEL (G-ZBJD) delayed by engine maintenance – observations from the gate. Any engineers know what might have happened? : r/BritishAirways

One thing some analysts and investors might be overlooking is that not only has the demand curve shifted for memory but it will be ongoing due not only to continued growth but also refresh cycles. NAND has a replacement cycle due to wear from program/erase cycles, capacity upgrades, better performance, new technology, better power efficiency, and new interface standards. From what I have read, enterprise replacement cycles vary from 3 years for very demanding AI environments to 6 years. AI workloads are hard on SSD causing it to wear faster than traditional enterprise applications so the refresh cycle could be as little as 3 years or less. So, we have ongoing growth demand and we have replacement demand. Growth demand will taper but then replacement demand will kick in. So, I really think this time is different.

And 50% of fiscal 2027 is committed. Did you all listen to the call and questions? It makes it even more bonkers that this is down right now. Management has visibility out for 4+ years with some customers signing 5 year agreements. This stock has a lot of room to run. Expect $5 billion a quarter spent on buybacks, too, which will make EPS even better. Let’s go!

Good luck everyone

My fellow Reddit investors, I need to word this so it doesn’t come across as investment advice so I will just refer to what I am telling myself. “Don’t let the volatility in the shares let you get shaken out of your part ownership of this great company. Is it painful, yes, particularly if you are watching closely. More so if you are watching closely and then reading the negative posts on this sub. Do less of the things that are likely to shake you.”

The volatility is the price that has to be paid for great future returns. The volatility is also what is going to shake out the investors that were really looking for a quick gain and not wanting to be true part owners in a fabulous company.

You can probably look at your own investing history and see where you have been shaken out of investments in great companies. For me, two hit hard … Apple and NetFlix. I got shaken out. I believed in both of them to the Nth degree but I watched too closely and let the noise get to me. I wasn’t invested like an owner.

I will not make the same mistake with Reddit and I hope you don’t either, which isn’t investment advice.

https://preview.redd.it/o8wdpl3pdmzg1.png?width=886&format=png&auto=webp&s=3371e27d579a40d0be2d23ce06ba8c916e985180

I remember buying Nvidia in 2016 and riding it up to $350K gains in 2021 before it had the massive crash and lost 70% of its value...almost gave up and then the AI revolution happened. Im now up $2.8+ million on 14,000 shares.

https://preview.redd.it/e4ocp8xmdmzg1.png?width=853&format=png&auto=webp&s=9ba624349b5c7bc80205dc813410020b323a61c1

Hey gang, I am just starting a subreddit for us that love to collect skateboarding gear. I am hoping to turn it into something like r/watchexchange that has been an excellent resource for the watch community to trade/buy/sell watches. The new subreddit is r/skateboardexchange. Please come join and let's try to make a great community for us to partake in our love for and collecting of all things skateboarding.

Please share your collection, any boards you are on the hunt for, your grail, and any boards you might be interested in trading/selling. Let's get this started.

Please shoot me any recommendations for this sub, too, so we can curate a great sub for us all. Cheers!

Hey gang, I am just starting a subreddit for us that love to collect skateboarding gear. I am hoping to turn it into something like r/watchexchange that has been an excellent resource for the watch community to trade/buy/sell watches. The new subreddit is r/skateboardexchange. Please come join and let's try to make a great community for us to partake in our collecting.

Hey everyone! I'm u/thewhorecat, a founding moderator of r/skateboardexchange.

This is our new home for all things related to trading/buying/selling skateboarding collectibles. We're excited to have you join us!

What to Post
Post anything that you think the community would find interesting. Feel free to share your thoughts, photos, or questions about skateboarding gear you may want to trade/buy/sell to fellow collectors. As we are just getting started there is a lot to learn but we will ideally create a great community for us collectors. Please send me your suggestions.

Community Vibe
We're all about being friendly, constructive, and inclusive. Let's build a space where everyone feels comfortable sharing and connecting.

How to Get Started

1. Introduce yourself in the comments below.
2. Post something today! Even a simple question can spark a great conversation.
3. If you know someone who would love this community, invite them to join.
4. Interested in helping out? We're always looking for new moderators, so feel free to reach out to me to apply.

Thanks for being part of the very first wave. Together, let's make r/skateboardexchange amazing.

The premiums are huge! January 28 $130 strikes are selling at $32. Insane premium for an incredibly low chance that this stock is trading at less than an effective buy price of $98 in January 2028.

Does anyone here know if there is a skateboarding exchange subreddit like r/watchexchange where we can sell to each other at decent prices without incurring all the fees? I've got a big collection and would love to pass some on to other collectors at a decent price (basically the same I would net from an eBay sale after fees, etc.)

What if Reddit sold a ton of naked puts at varying strikes? Say they sell a ton of the June 18, 2026 $150 strike puts which are currently trading at about $7.20. If the stock falls below the strike then they can acquire the shares for effectively $142.80 and fulfill part of the stock repurchase plan and if they don't fall below that strike then they would pocket the premium and it would add to net income. If they sold 10,000 contracts at that strike and assuming they could do so at $7.20 they would pocket $7.2 million in premium right away. If it falls below $150 they acquire a million shares for essentially $142.8 million.

Edit: I can't change the post title but is should read "Could Reddit sell a ton of puts?" Doh.

Edit 2: I sold some June 18, 2026 $150 strike puts ... following my own advice.

Absolutely bonkers good quarter ... Totally expect tons of upgrades now. Hopefully Reddit will start getting more of the respect it deserves on the street. Guarantee Cramer is going to be talking about it. It's an unreal quarter.

Just so you all know if you are traveling through / to / from DFW there is a major storm system coming through and a ground stop is in effect. Trams are also down.

Update: Trams have started back up as of 6:21pm.

Update 2: everything seems to be a go again. Planes are landing and taking off.