Posted on 11/18/2025 9:26:02 PM PST by SeekAndFind
I respect your history. It is amazing how many homes they can hit in a day.
We just got new trucks in our town. As long as the barrels are spaced correctly, the driver never leaves the truck cab.
My grandkids love watching the “trash truck monsters.”
The tech giants are not the ones forcing anything on people.
Efficiency drives cost savings. This drives margin. And that drives profit. Profit makes the world go ‘round.
So it’s not tech giants. It’s “Amy from production operations” who just came back from a conference.
“We just got new trucks in our town. As long as the barrels are spaced correctly, the driver never leaves the truck cab.”
Oh wow... Running way behind times then... When I first got into it we were still hand tossing cans into a commercial front loader fork truck with a bin hanging on the front. Then we got the residential side load trucks and roll carts.
But the hand tossing was extremely physically demanding. One guy driving to each house, getting out, dumping three regular trashcans, climbing back into the truck and driving to the next house to repeat. We had sometimes 450 addresses to pick up a day. 450 times we would have to repeat that get out, dump cans, and back in the truck to the next house cycle.
Boy were we glad to see those sideload trucks and roll carts show up... Your garbage guys are going to have to join a gym now... lol
Since the stock market is THE COMPUTERS....
I am buying on the downturn. AI is here to stay and it will keep expanding, like it or not?
My father was a rate clerk for many years at a truckline and computers did away with that.
Horse were the main form of transpiration and cars did away with that.
Ships were the main form of transatlantic transportation and planes did away with that.
Things change...
I am buying on the downturn. AI is here to stay and it will keep expanding, like it or not?
The question is, what companies will be standing? My bet it will be: Amazon, Apple, and Microsoft. One of them will buy out Anthropic.
NVDIA is one of the big AI investment stocks. A big name investor is going big shorting them and the stock market is following FOR NOW.
The question is, what companies will be standing? My bet it will be: Amazon, Apple, and Microsoft. One of them will buy out Anthropic.
I should have also included Google.
Hard to say, these big changes usually take out a large company that everyone things is too big to fail, because they fail to move aggressive enough to embrace the new technology, example Sears not embracing the internet.
He didn't.
He bought way out of the money puts (a strike of $50 on Palantir and $110 on Nvidia).
In other news, he deregistered his Scion Asset Management firm on November 10, 2025 and returned all external investor capital.
Instantaneous
Well not anytime soon.
NVIDIA just posted their earnings - stock is way up.
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