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The TikTok part is interesting. I’d be curious to know how much cash it’s printing as a business. Regarding the AI infrastructure play I think there are already many players here like CoreWeave and Nbis. It requires a good amount of spending and I’m honestly not sure if we need to have 10+...

I've been actively building a position in the cybersecurity space. Specifically CRWD

out of curiosity, why Oracle? Why not other stocks that have been sold off due to AI bubble concerns?

We always have agents that are incompetent. I would argue the market has a lot to do with the situation at hand here as we have never seen interest rates this high since the 2008 recession

Bought META at 603-607

I am seeing closed sales in the last month lower than before. It really depends on the seller and whether or not they need the money asap. Otherwise they can wait until home buying season next year as it seems rates will be lower then.

Could be the buyer as well

give it up to victor zeng for negotiating that deal

Considering people here have concerns of Michael Mei, he somehow has a decent amount of great reviews on Zillow: https://www.zillow.com/profile/Michael-Mei

I disagree, I’ve provided talking points that shows it’s basically on par with the surrounding areas if you ignore the schools.

I always think it's funny how we try to give reason(s) why Irvine premium is worth it. Besides the school district and MR, it isn't that much better than the surrounding neighboring cities. If school is the only difference, why don't people take a step back and ask how many different ways are...

Honestly does it even matter who shot Charlie? As a citizen, I’m more concerned about the message that was sent. Speaking up and defending your values/thoughts can get you assassinated. What happened to freedom of speech? The concern I think we all should have is how the country is regressing...

It'll be interesting to see how this plays out legally. But even if it legally rules in her favor, the optics are bad

If you pay cash for the home i believe there isn't a requirement for insurance

So I dug into this a little more and the grey area lies on whether actions committed prior to Cook being in the Fed can be used to get her removed. The alleged mortgage fraud was committed prior to her being in the Fed and not during.

I would be shocked if they do not have evidence of Cook committing mortgage fraud and publicly calling her out for doing so. It sounds like Cook is trying to save face at this point by "suing" the government which I think is a joke and a waste of tax paying dollars.

I’m very confused on why this needs to go to court. I think it should be quite easy to pull up the documents to vet whether there was mortgage fraud or not from Cook.

I think they are no longer building new homes and instead are selling the lots to builders. When each home closes, they take a commission off the final sale price

Builders tend to leave the view lots in the last phase because they tend to increase price whenever possible prior to the last phase to maximize on the base market value + lot premium amount. It works well in a neutral and sellers market, but not when it's a buyers market.

Or don’t live in Irvine and live near it if you like what it has to offer and pay $0 MR