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Basic guide to Wallstreetbets culture for Newcomers

I've been a member of this sub since we were at 400k subscribers
I'm known for never getting the fuck off this sub and collecting tax payer money as I do it. Seriously you'll see me here 24 fucking 7 even when I'm "working"
I'm going to give you the quick rundown on Wallstreetbets culture for you newcomers to get acclimated or if you're a CNBC boomer not knowing what the fuck is going on in this sub.

First of all lets go over lingo/slang:

FD (stands for "f" word (no not fuck the other F word) delight)
-To buy an FD is to buy a weekly option that is so fucking retarded it might just work
Retard
-It means your fucking stupid and don't know what the fuck you're doing
Autistic
-Use autistic to describe someone that actually does due diligence and knows what they are doing
First one is free
-A phenomena where you are so retarded and don't know what the fuck your doing you somehow make money on your first trade
Ban
-When you say or ask something so fucking retarded someone has requested a mod to ban you
Diamond Hands 💎✋
-It means you never sell. Your hands are literally made of diamonds
Toilet Paper Hands 🧻✋
-You sell at the slightest red tick because you're overleveraged and are a pussy.
In Scrambles
-when somebody has made a poor decision and is regretting it
Europoors
-When the European stock markets open up and they start selling because they lack economic stimulus.
Ameririch
-When US stock markets open and they buy up what Europoors sold
YOLO
-$400 into GME weeklies is not a YOLO you dumb fuck. A YOLO should be atleast 4 digits and represent 98-100% of your account
$ROPE
-what you buy when you make a poor decision
Smooth Brain
-apparently the grooves in your brain determines your intelligence. To have a smooth brain means to have no grooves which means you're fucking retarded.
FOMO (fear of missing out)
-when everybody getting paid and you feel left out.
Guh
-when you account goes from $4000 to $0 in 30 seconds
DD (Due Diligence)
-It means doing your homework on a specific stock or the overall market
BTFD (Buy the Fucking Dip)
-Something Warren Buffet said
Plunge Protection Team (PPT)
-When the money printer gets turned on and prevents a drill from drilling further
Tendies
-money
Mooning 🚀🚀🚀
-Either means a stock went up 0.05% or 600%
Drilling / Drill team 6
-Either means a stock went down -0.05% or -50%
Pleas fly again
-what you say when your stock takes a shit
"We like the stock"
-Recent meme popularized by Jim Cramer in regards to Gamestop when he tried to imitate Wallstreetbets users
Jerome Powell / Daddy
-The chairman of the Federal Reserve. Blessed us with 0% interest rates causing stocks to only go up. Literally prints money.
SEC (Securities exchange commission)
-Stock market police
Black Swan
-when your chillin and some shit pops off that makes the stock market moon or drill
Deepfuckingvalue
-Autist who held GME for nearly 2 years
Mods are gay
-self explanatory
Buy High Sell low
-what you do as a newcomer.

No you don't need to report users who call you retarded.
No you don't need to report users that say they fucked your wife while her boyfriend watches
No you don't need to report users for saying you probably do blowjobs behind the wendys.
If somebody says "nobody tell him" they are not being a dick you are just so fucking retarded because your question is probably basic shit you should know before investing.

Gang Life

On your adventure throughout Wallstreetbets you'll notice some retards representing different types of "gangs" heres a quick guide to what they stand for.
Bear Gang / Gay bears / Virgin traders 🌈🐻
-These guys get hard when stocks go down
Note: "gay bear" in NOT an alternative to calling someone "retard". Being called gay bear is 100x worse, true story.
Bull Gang / Big Dongus Crew 🐂
-These guys get hard when stocks go up
Kang Gang 🦘
-These guys get hard when stocks go way up and then way down
Theta Gang θ
-These guys get hard when stocks go sideways
Cash gang 💵
-These guys get hard watching other people get hard
Late-night gang
-Any retard on wallstreetbets between the hours of 1am pst / 4am est - 4am pst / 7am est
West coast gang
-Usually a chad who lives in California or Washington. Heavy presence between 12am pst and 4am pst
East coast gang
-Losers that have to wake up at 4 in the morning to look at the pre-market
Pajama Traders
-Usually references people who trade futures or those that trade premarket
Silver Surfers 🏄
-People that invest in silver commodity
Steel Gang
-People that invest in Vale, X or other stocks that go up when steel is in demand
Corn Gang🌽
-People that invest in corn
Gourd Gang
-People that invest in Gourd
Tanker Gang🛢️
-People that invest in tankers. rip.

Surviving as a newcomer

Don't ask retarded questions that are basic such as:
All this basic shit will piss off some degenerates because if you don't know any of this there is really no reason for you to be throwing 10k at weeklies you'll lose 99% of the time.

Not only is it against the rules but nobody gives a fuck about your political thoughts. The only thing we care about on this sub is fucking gay bears and losing money. With this much people in a sub there is bound to be political commentary and I'd advise you to take it to a different sub.

TL;DR: This sub was created to lose money. Nothing here is financial advice.
-edit: some letter may be missing on mobile, shits fucked yo.
submitted by nosalute to wallstreetbets [link] [comments]

3 LEVELS OF ELEMENTAL REACTIONS - In-Depth Guide For Everyone (Written)

3 LEVELS OF ELEMENTAL REACTIONS - In-Depth Guide For Everyone (Written)
Hey everyone!
Yesterday, I posted about a guide I'd made on youtube on elemental reactions, approaching subjects as easy as what the elements are, then working my way to more complex subjects like elemental gauge and internal cooldown. The reception was very mixed, with half the comments telling me not to self advertise.
Considering the fact I put over 15 hours of work into that (non-monetized by the way) video just on writing the script, recording and editing, without including the research I'd made prior, I was somewhat distraught that this was the only thing people took away from my attempt at making an educational guide. Since I'd written a script for the video, I figured I might as well just work on the format of the script and transform it into a written guide, because there's no way I'm letting all that effort go to waste when I just wanted to make a resource people could refer to. With that said, enjoy the guide!
(If you want to watch the video, I'll include a link at the end)

TABLE OF CONTENTS

  • New Player level
  1. Elements
  2. Elemental Resonance
  3. Elemental Reactions
  4. Aura VS Trigger
  • Casual Player level
  1. Multiplicative Reactions : Melt and Vaporize
  2. Transformative Reactions
  3. Overloaded
  4. Electro-Charged
  5. Frozen/Shatter
  6. Superconduct
  7. Swirl
  8. Crystallize
  • Theorycrafter level
  1. Internal Cooldown (ICD)
  2. Elemental Gauge
  3. Gauge in Overloaded and Superconduct
  4. Gauge in Multiplicative Reactions
  5. Gauge with Diluc
  6. Gauge with Ganyu
  7. Gauge with Tartaglia (Childe)
  8. "Gauge" with Bennett
  9. Gauge with Klee
  10. Gauge with Xiangling
  11. Other reactions
  12. Gauge in Swirl and Crystallize
  13. Gauge with Ningguang, Sucrose and... Xiao??
  14. Decay Rate + Aura Extension
  • Conclusion

NEW PLAYER LEVEL

Elements

There are currently 7 elements in the game. Players can currently play as characters of the following elements :
  • Hydro : Barbara, Mona, Tartaglia (Childe), Xingqiu
  • Pyro : Amber, Bennett, Diluc, Klee, Xiangling, Xinyan
  • Electro : Beidou, Fischl, Keqing, Lisa, Razor
  • Cryo : Ganyu, Chongyun, Diona, Kaeya, Qiqi
  • Anemo : Jean, Sucrose, Traveler (Anemo), Venti, Xiao
  • Geo : Ningguang, Noelle, Traveler (Geo), Zhongli, Albedo
However, we currently don’t have any dendro units. When using certain talents from those characters, you can apply their respective element to enemies or trigger elemental reactions.

Elemental Resonance

While building your team, you can benefit from a bonus called "Elemental Resonance" if you use certain elements. Using units of certain elements will give you the following buffs :
  • 2 Anemo units (Impetuous Winds) : Decrease Stamina Consumption by 15%, increase Movement SPD by 10% and shorten Skill Cooldown by 5%. This resonance isn't particularly strong in combat, but it can be very nice to use while exploring, meaning using two anemo units in an overworld team is recommended when doing exploration-related things, like hunting chests, anemoculi or geoculi.
  • 2 Hydro units (Soothing Water) : Increase incoming healing by 30%. Your characters will also be affected by Pyro for 40% less time. This means that, when you're hit with a pyro ability, you'll be affected by the Pyro aura for 40% less time. We'll get into what auras are a bit later. This resonance isn't particularly useful, since most healing-dedicated units (Barbara, Bennett, Diona, Jean, Qiqi) already heal enough without that 30% bonus to keep you alive. There are still units that can benefit from it, namely Xingqiu and Noelle, but I don't recommend building teams without one of the healers mentioned earlier so the uses for this resonance are very limited.
  • 2 Pyro units (Fervent Flames) : Increase ATK by 25%. You will also be affected by Cryo for 40% less time. This resonance looks very strong, but it should not be overestimated. While 25% ATK is definitely useful, keep in mind this kind of ATK buff only applies to base ATK, i.e. the white number on the left when you click on your attributes and look at your attack. Base ATK is calculated from your character's base ATK and your weapon's base ATK, meaning artifacts won't change it. This means that if you have 800 base ATK and 1000 bonus ATK from your artifacts, the 25% ATK bonus will only give you 200 more ATK, going from 1800 to 2000. It is still definitely useful, and definitely the most versatile buff, but not as strong as it initially appears.
  • 2 Cryo units (Shattering Ice) : Increase your CRIT Rate against enemies that are Frozen or affected by Cryo by 15%. You will also be affected by Electro for 40% less time. This buff is VERY strong in teams where the condition is easily met, but it unfortunately doesn't work in many teams. It is mostly useful in Perma-Freeze comps, that don't trigger reactions to take the Cryo aura away from enemies, or in comps that deal most of their damage through melting Cryo-affected enemies, like the Bennett DPS comp, which we will be explaining later.
  • 2 Geo units (Enduring Rock) : Increase your resistance to interruption. Increase your DMG by 15% when you're protected by a shield. This buff affects DMG, not ATK, making it generally stronger than the Pyro buff, however it should be noted that its condition isn't easily met in every team. Also, this will only increase the damage of your on-field character, unlike the Pyro resonance, which will increase the damage of ALL your characters, so it's mostly good for hypercarries that deal most of their team's damage.
  • 4 units of different elements (Protective Canopy) : Increase your Elemental and Physical RES by 15%. Since this is a defensive buff, it isn't particularly useful in a game where the difficulty comes in the form of short timers instead of strong enemies, so you shouldn't be aiming for this buff.

Elemental Reactions

Don't make the mistake of prioritizing Elemental Resonance over everything else. While it can be good, it shouldn't be your main focus when building your team. Your main focus should generally be on elemental reactions, that happen when using two DIFFERENT elements on enemies :
  • Electro-Charged : Hydro + Electro. Damage over time effect which can spread to nearby enemies in certain scenarios.
  • Frozen : Hydro + Cryo. Stops enemies from moving. Attacking those enemies with a heavy attack (Geo attack, Claymore attack or Plunge attack) will cause Shatter, dealing physical damage.
  • Vaporize : Hydro + Pyro. Amplifies the damage of the attack that triggers it.
  • Melt : Cryo + Pyro. Amplifies the damage of the attack that triggers it.
  • Superconduct : Deals a small amount of damage and reduces your foes' physical RES.
  • Overloaded : Deals a bigger amount of damage and knocks foes away.
  • Swirl : Hydro/Pyro/Cryo/Electro + Anemo. Spreads the initial element to nearby enemies, dealing some damage. Once you unlock the Viridescent Venerer artifact set, this will also reduce those enemies' elemental RES.
  • Crystallize : Hydro/Pyro/Cryo/Electro + Geo. Does not deal ANY damage, but generates a shard on the ground, which you can pick up to gain a shield.
You may notice there is no reaction for Geo + Anemo. In order to understand why that is, we have to understand the difference between an aura and a trigger.

Aura VS Trigger

An elemental reaction occurs when two elements meet each other. For this to happen, one element must be present on an enemy when attacking them with another element. The trigger element, as its name suggests, is the element that triggers the reaction, or the 2nd element applied. The aura element, on the other hand, is the element that is initially applied to an enemy, and which stays there as an aura. Aura elements don't do anything by themselves, with the exception of the Cryo Aura, which slows enemies down. The reason there is no Geo + Anemo reaction is simply that neither Geo nor Anemo can be an aura element. When using a Geo or an Anemo ability on an enemy, it will NOT leave a Geo or Anemo aura on them.
Aura VS trigger also matters in determining the damage dealt by elemental reactions. The damage of a reaction will ALWAYS scale with the trigger character’s stats, and NOT the aura character. You can easily demonstrate this by using a low level character and a high level character. When your trigger character is the high-level one, the damage is much higher than when your trigger character is the low-level one.


CASUAL PLAYER LEVEL

Multiplicative Reactions : Melt and Vaporize

Multiplicative reactions, also called amplifying reactions, are the most simple. They simply multiply the damage of the attack that triggers them. There are currently only 2 multiplicative reactions : Melt and Vaporize. Both of these reactions have different multipliers depending on the element that triggers them.
Triggering Melt with a Pyro ability will multiply its damage by 2 (Strong-Side), while triggering it with a Cryo ability will multiply its damage by 1.5 (Weak-Side).
Similarly, triggering Vaporize with Hydro multiplies its damage by 2 (Strong-Side), while triggering it with Pyro multiplies is damage by 1.5 (Weak-Side).
Multiplicative reactions are generally considered stronger late-game options, as since they multiply the damage of the attack that triggers them, they don’t ONLY scale with Elemental Mastery, but also scale with ATK, CRIT stats and DMG% stats.
Multiplicative reactions’ biggest weakness is how hard it can be to set them up properly, because of some interactions we’ll be talking about later.
Their biggest strength is the overall damage multiplier they bring to a team, as is the case in the following comps :
Bennett+Chongyun : Melt-focused comp, the only real late game Strong-Side team comp
Diluc+Xingqiu : Vaporize-focused comp, the most versatile Weak-Side team comp
Ganyu+Xiangling : Melt-focused comp, the highest DPS ceiling, and a Weak-Side comp

Transformative Reactions

Transformative reactions, on the other hand, deal damage based on your character’s LEVEL and ELEMENTAL MASTERY ONLY. This means their damage will not change depending on the attack you use to trigger them, simply on the character you use. For example, if you were to trigger superconduct with Kaeya and Lisa, you would get different numbers when using Kaeya as the trigger as you would using Lisa as the trigger, but you would get the SAME number using Lisa’s Normal Attack as the trigger as you would with Lisa’s skill.
Because Transformative reactions only scale with Level and Elemental Mastery, and since their base damage doesn't scale particularly well with level, they are generally considered weaker damage alternatives in the late game.

Overloaded


Level 1 10 20 30 40 50 60 70 80 90
Base DMG 34 60 143 243 375 579 886 1287 1697 1924
The highest damage out of all the transformative reactions, it's also generally considered to be one of, if not the, weakest. In order to deal with enemies quickly, you generally want to keep enemies grouped together, letting you hit multiple enemies at once with your AOE (Area of Effect) attacks. However, Overloaded pushes enemies away from you, and most importantly, from each other. This makes it hard to deal with multiple enemies at once, and will often make you lose DPS (Damage per second), rather than making you gain DPS.
Overloaded still has some late-game uses : It can destroy geo shields and keep enemies away from the monolith. However, it isn't the fastest way to destroy geo shields, making it hard to justify. This means its only realistic late-game use is in the rare protect the monolith stage.

Electro-Charged


Level 1 10 20 30 40 50 60 70 80 90
Base DMG 20 38 86 145 225 349 533 771 1019 1171
Electro-Charged actually works in a different way than other reactions, as you can have both a Hydro AND an Electro aura active on a character at the same time. This means you can use ONE ability to trigger TWO reactions on an electro-charged enemy. For example, you can use a pyro ability on an electro-charged target to trigger vaporize AND overloaded. The specifics on the inner workings of the Electro-Charged mechanic are slightly more complicated, so I'll be making a post in the future on the details. Electro-Charged isn’t an insanely strong reaction, but unlike Overloaded, it doesn’t have any actual downside, so you have no reason to actively avoid it.

Frozen/Shatter

Frozen immobilizes your opponent for a short duration, and will not deal any damage. However, any heavy attack on a frozen target will cause shatter, dealing physical damage based on the stats of the character who triggers SHATTER, not the character who triggers Frozen.

Level 1 10 20 30 40 50 60 70 80 90
Base DMG 28 45 107 183 283 435 664 964 1275 1458
While an enemy is frozen, they are considered to be affected by a cryo aura for reaction purposes. This means you can trigger Melt with a Pyro ability, or Superconduct with an electro ability. However, the biggest strength of the Frozen reaction lies in keeping enemies frozen, without triggering another reaction or shatter. This will have two main benefits.
  1. Keeping certain enemies frozen prevents them from generating or using their shields, such as Fatui Skirmishers, who won't be able to generate their shields, and Mitachurls (Wooden Shield, Rock Shieldwall and Ice Shieldwall), against whom your attacks will ignore shields while they are frozen. It’ll also keep certain other enemies, such as the Eye of the Storm or Cicin mages, from running away from you.
  2. Keeping enemies frozen gives you access to the strongest situational artifact set in the game, Blizzard Strayer. The 4-piece set gives you 40% CRIT Rate against frozen enemies, which is an INSANE amount of stats if you manage to keep enemies in that state. Unfortunately, the Blizzard Strayer set is relatively weak on Claymore Cryo units, such as Chongyun, since his attacks will Shatter, making you lose out on the effect. The damage you get from Shatter is unfortunately not high enough to justify running Shatter comps over Perma-Freeze comps.

Superconduct


Level 1 10 20 30 40 50 60 70 80 90
Base DMG 7 16 36 60 94 145 222 321 424 487
Superconduct, unlike the other reactions we’ve seen so far, deals completely insignificant damage. However, it makes up for that lack of damage with a very useful effect : It reduces the enemies’ physical RES by 40%. Note that RES reduction is only half as effective once the enemies’ RES is below 0, so using superconduct on an enemy with 10% RES would bring them to -15%, not to -30%, since the first 10% will be fully applied, then the remaining 30% will be halved.
Superconduct is used mainly for Physical carries such as Razor, Xiangling with Crescent Pike, or sometimes Keqing. Since the debuff lasts for a decently long amount of time, you don’t need to trigger it very often, letting you get away with high cooldown supports. Technically, Superconduct can have some sort of resonance effect, where it deals more damage if enemies are clustered together, but this isn’t practical, as the damage increase is only significant when multiple enemies are clustered together, and that’s generally quite hard to do with a very low payoff.

Swirl


Level 1 10 20 30 40 50 60 70 80 90
Base DMG 12 18 43 73 112 173 266 387 511 578
Swirl’s damage, much like Superconduct, is quite low. It can be used to spread elements, but once you reach Adventure Rank 25, you unlock the domain that can reward you with the Viridescent Venerer artifact set, which makes swirl a vital element to multiple late game teams. The 4-piece set bonus decreases opponent’s Elemental RES to the element infused in the swirl triggered by a unit that holds this set by 40%. This RES reduction works just like the RES reduction from Superconduct. That, paired with the fact the base damage is quite low, makes Swirl the elemental equivalent to Superconduct.

Crystallize

Crystallize is the only elemental reaction that does not deal ANY damage. It drops a shard of the element you crystallized, and the shield it generates is much more effective against that element.
Level 1 10 20 30 40 50 60 70 80 90
Base Shield 91 159 304 438 557 715 896 1096 1277 1424
Unfortunately, crystallize shields are much weaker than shields generated by some units’ talents. On top of that, since geo characters don’t deal more damage based on their elemental mastery, making your crystallize shields stronger costs you the opportunity of dealing more damage, which is generally not a worthwhile tradeoff. Crystallize’s main usage is generating shields for units wearing the 4-piece Retracing Bolide set, or making use of effects that do something when elemental reactions are triggered, such as Fischl’s ascension 4 passive. It can also be used in conjunction with the 4-piece Archaic Petra set to buff your party’s elemental damage, although you have to make sure you pick up the crystal with the unit wearing the 4-piece Archaic Petra set in order to get the damage bonus.


THEORYCRAFTER

Internal Cooldown

Internal Cooldown (ICD), the most simple of the two concepts, is about the principle that certain talents don’t always apply their own element. This can make it harder to trigger elemental reactions in quick succession. ICD is unique to every talent, which means you can trigger two reactions almost immediately if they do not share an ICD, but you can NOT cause reactions in quick succession if the trigger talent has an ICD.
I’ve found that the best way to visualize ICD is to test it against either the Anemo Hypostasis, as no matter how many reactions you trigger, it will not lose their innate element. You can then look for the time between every Swirl reaction, and that will give you a rough estimation of the ICD.
Kaeya's Burst and Fischl's Skill have long ICDs and don't swirl on every hit : https://streamable.com/5jzzu0
Xiangling's Burst has either a short ICD or no ICD at all, since it swirls on every hit. Xingqiu's Burst has a separate ICD for every time it throws swords, as it swirls every time a group of swords hits : https://streamable.com/8q8n2o
However, note that this is not always an accurate representation, as triggering multiple reactions in a row will not always show the reaction text even if the reactions do happen, as is the case when you use Chongyun’s burst.
Chongyun's Burst has no ICD, so it deals damage, but the reactions happen so fast the swirl text doesn't show up : https://streamable.com/u6fkwj
As you can see, different units often have different internal cooldowns on their talents, making it very hard to correctly assess the strength of a unit without testing.
Not understanding ICD might make you think certain combinations are much stronger than they actually are. A good example of this would be Kaeya+Xiangling. While Kaeya’s icicles hit enemies much faster than Xiangling’s pyronado, it also applies cryo at a much slower rate. This means that, when using Xiangling’s burst after using Kaeya’s, the first few hits from Xiangling’s burst will Melt, but since the pyro element is being applied faster than the cryo element, it will soon be Kaeya’s burst that starts triggering the Melts. Unfortunately, since the cryo application does have a relatively long ICD, only SOME of the icicles will Melt, leading to an overall poor use of elemental reactions that only ends up being a small damage boost.
Before we can talk about the ways we can use our knowledge of ICD to get damage boosts bigger than the ones we get from the Xiangling+Kaeya combo, we have to talk about the second concept in this section.

Elemental Gauge

Elemental Gauge is something that seems a bit scary to approach at first, but practically, it can be simplified as basically just glorified addition and subtraction.
Every talent that applies an element to enemies applies a certain amount of Gauge Units. This can be either 1, 2, or 4. As far as I’m aware, the only way to apply 4 Gauge Units is currently Beidou’s elemental Burst’s initial hit.
The higher the amount of Gauge Units, the longer the aura stays on an enemy :
  • A 1 Gauge Unit, which we’ll be calling 1U, or 1 unit, skill, will apply an aura for 9.5 seconds.
  • A 2U skill will apply an aura for 12 seconds.
  • A 4U skill will apply an aura for 16.8s seconds.
Timing the duration of an aura is the best way to figure out the Gauge strength of a talent, but if, like me, you’re too lazy for that, here's a table on every character and their respective talents’ gauge strength (Credits to IonFox).
Unit Normal Attack Charged Attack Elemental Skill Elemental Burst
Diluc Infused : 1U 1U 1U
Klee 1U 1U Bomb : 2U Mines : 1U 1U
Amber 2U 2U 1U
Bennett Press : 2U Hold : 1U 2U
Xiangling 1U 1U
Xinyan 1U 1U
Keqing Infused : 1U Initial : 1U Re-cast : 2U Explosion : 2U 1U
Beidou 2U Cast : 4U Buff : 1U
Fischl 1U 1U 2U
Lisa 1U 1U Press : 1U Hold : 2U 1U
Razor 2U Cast : 2U Buff : 1U
Mona 1U 1U 1U Cast : 1U Pop : 2U
Tartaglia (Childe) Riptide Flash : 1U Riptide Burst : 2U 1U Cast : 2U Infusion : 1U Riptide Slash : 1U 2U (every hit)
Barbara 1U 1U 1U
Xingqiu 1U 1U
Ganyu Arrow : 1U Bloom : 1U 1U 1U
Qiqi 1U 2U
Chongyun Cast : 2U Infusion : 1U 1U
Diona 1U 1U 1U
Kaeya 2U 1U
Jean 2U 2U
Venti 1U 2U 1U
Traveler (Anemo) 1U 1U
Sucrose 1U 1U 1U 1U
Albedo 1U 1U
Zhongli Cast : 2U Pulse : 1U 4U
Ningguang 1U 1U 1U 1U
Noelle Infusion : 1U 2U 1U
Traveler (Geo) 2U 2U

Gauge in Overloaded and Superconduct

This is where the subtraction comes in. Quite simply, the strength of the trigger is subtracted from the strength of the aura. That means that if you use a 2U aura, then a 1U trigger, the initial aura will stay on the enemy, because 2-1>0
Any other combination of 1U and 2U will remove the aura, because 1-1, 1-2 and 2-2 are all equal or under 0.
A 4U aura will not be removed by a 2U trigger, nor by 3 1U triggers, meaning you can get a lot of reactions done with a 4U aura. Unfortunately, we only have one 4U talent that can apply an aura and it’s on a burst, so practical applications of 4U auras are very limited.
There is one thing you have to keep in mind when trying to trigger multiple reactions without reapplying the aura : the elemental gauge’s strength goes down over time. This means if you wait for one of the units of a 2U aura to decay, a 1U trigger will remove the aura.
Technically, the decay rate isn’t exactly linear, but we can use an approximation here, since it’s almost linear and it generally won’t make much of a difference. Unfortunately, as I mentioned in the CASUAL section for transformative reactions, Overloaded and Superconduct generally don’t offer great late game scaling, making the practical uses of gauge knowledge in these reactions mostly irrelevant.

Gauge in Multiplicative Reactions

Here is where the practical uses of gauge knowledge come in. Much like transformative reactions, triggering multiplicative reactions removes a certain quantity of gauge from an enemy. However, unlike transformative reactions, a 1U trigger does NOT remove 1 unit of gauge. A 1U trigger will either remove HALF a unit or TWO units. Why?
Basically, just like melt and vaporize have different DAMAGE multipliers depending on the element that triggers them, they also have different GAUGE multipliers. This means triggering the WEAK side of a melt or vaporize reaction will divide the amount of gauge units REMOVED by that reaction by 2. Triggering the STRONG side of such a reaction will MULTIPLY the amount of gauge units removed by 2.

https://preview.redd.it/ql0faut7fpd61.png?width=855&format=png&auto=webp&s=802e52043df05995489d1790f4928802197e5113
This means using a 2U cryo aura, you can only trigger ONE melt reaction no matter what trigger you use, because a 1U pyro trigger will be multiplied by 2 and remove both of the cryo units. The same could be said about 2U Pyro auras and Hydro triggers.
HOWEVER, when using pyro auras for melt or hydro auras for vaporize, you can EASILY trigger multiple reactions.
With a 2U aura, you can trigger more than one reaction with a 2U trigger, because 2-(0.5x2)>0. You could also theoretically trigger up to FOUR reactions with 1U triggers,
A good application of this is Chongyun’s Burst’s triple melt combo. This works because both Bennett’s burst and Bennett’s skill are 2U, meaning either can easily sustain the first two 1U triggers of Chongyun’s burst, leaving a pyro aura for the third trigger to melt, leading to a triple melt. This combo only works because Chongyun's Burst, unlike Kaeya's Burst, has no ICD, meaning you can trigger the three melts in quick succession.
Chongyun Triple Melt makes Pyro Plant go bye-bye (not exactly a 1 shot but my chongus is level 50 so i'll take it) : https://streamable.com/j0fnzo
If the aura is 1U, you won’t be able to trigger two reactions with 2U triggers, but you WILL be able to trigger two reactions with 1U triggers. Both of the units with the highest DPS ceilings in the game, Ganyu and Diluc, can actually use this mechanic to significantly increase their damage.
Every. Single. One. Of their talents apply a 1U gauge. This means that as long as you have a way to consistently apply 1U auras, you’ll be able to vaporize, in Diluc’s case, or melt, in Ganyu’s most of their damage. Let’s now take a look at a few comps that use elemental gauge mechanics quite well.

Gauge with Diluc

With Diluc, this is done by using Xingqiu. Xingqiu’s elemental burst will re-apply a 1U hydro gauge every time you use a normal attack with Diluc. This means you’ll be able to keep a hydro aura on the enemy as long as you weave in a normal attack between each of your elemental skills. Because Diluc’s normal attack has an ICD, some of his normal attacks will not vaporize, BUT most still will, and all of his uses of his Elemental Skill will also vaporize, as those have no ICD. This will SIGNIFICANTLY increase the damage you do, and is the main reason Diluc is considered to be one of the strongest carries in the game. Without this interaction, his damage is much closer to other strong carries like Keqing and Razor, but with it, he just skyrockets above the rest.
Showcase of how much the Diluc+XQ combo vaporizes, thanks to a friend's Diluc because I'm not bourgeois : https://streamable.com/xfj46n

Gauge with Ganyu

With Ganyu, this is done by using Xiangling. Since both her Frostbloom arrow and the explosion are 1U, you can melt both with Xiangling’s 1U burst or skill. Just use Xiangling’s burst and then switch to Ganyu, and basically everything will melt. This is the HIGHEST theoretical DPS out of all the carries we currently have, but is not always better than other alternatives because of how hard it is to properly play and set up.
Ganyu's damage without artifacts by herself : https://streamable.com/fwpbqk
Ganyu's damage without artifacts with Xiangling : https://streamable.com/c7zb0r
You can see both the initial hit AND the bloom deal more damage, so even if Melt only shows up once, both parts are melting.

Gauge with Tartaglia (Childe)

Because of the gauge interactions with weak-side melt and vaporize, while they are weaker than strong-side for single instances of damage and impressive crits on abyss 7, most theorycrafters consider them to be stronger than strong-side for consistent team DPS. However, that does NOT mean you should step away from using pyro supports with hydro carries, or cryo supports with Pyro carries. What it DOES mean, is that, when doing this, you should keep in mind that THOSE units are going to be the ones triggering the reactions, so they won’t enable your carry to do more damage, they will BE enabled by your carry, and deal a lot of damage.
The team comp that makes the best use of this mechanic is a Childe team comp, where Childe is the on-field carry, while Xiangling is the enabled support. Since Childe’s Normal attacks and riptide slash have separate and short ICDs, it is unrealistic to use a pyro unit to vaporize childe’s DPS. However, you can use Childe to vaporize Xiangling’s Burst damage. Since Xiangling’s Burst has no ICD, by using her burst and then switching to Childe, you’ll be able to vaporize every single instance of damage she deals, for a significant damage upgrade if you’ve invested into your Xiangling.
WoW cHiLdE oP hE cAn KiLl CrYo PlAnT aT lEvEl 2 : https://streamable.com/5su8ii
A late-game combo for this comp would be done by using Albedo and Bennett. You set up your buffs with Albedo and Bennett’s bursts, then use Xiangling’s burst. After that, you vaporize Childe’s Burst with the initial pyro aura, and then instantly use Childe’s skill and attack the enemy, to start vaporizing Xiangling’s burst. This makes great use of the knowledge we have of elemental gauges, to increase your team’s overall damage output by exactly a metric fuckton.
The combo in action without artifacts, because using artifacts, enemies get 1 shot too fast : https://streamable.com/7lelag

"Gauge" with Bennett

There is currently only one real exception that I know of that actual makes use of strong-side reactions in the late game, and that is the Bennett comp. Since most of Bennett’s damage comes form his burst and his skill, you want to build pyro damage on him. However, since his normal attacks don’t apply pyro, your applications of pyro will be quite slow. This enables the use of a cryo support, since your pyro applications will never happen fast enough for your cryo applications not to be able to keep up. In order to make good use of this, you need a cryo support that has near 100% uptime on his cryo application, so the best option is definitely Chongyun. Ganyu can also work, but you will have some downtime so I don’t recommend it.
You wouldn't think I have 70% CRIT Rate watching this clip, RNG pls : https://streamable.com/2pdubl

Gauge with Klee

Klee, unlike Diluc, has more different sources of pyro applications, and some 2U talents. This means it’s much harder to consistently vaporize everything she does. Because of this, while Xingqiu is definitely still an amazing option, he isn’t head and shoulders above the rest as is the case in Diluc comps. Since Mona’s Hydro application is quite slow, she’s not as strong as Xingqiu in Diluc comps, but Xingqiu doesn’t have that edge in Klee comps, making Mona an amazing option in Klee comps.
Klee+Mona, courtesy of yet another friend : https://streamable.com/8btpqt
Klee+Xingqiu, courtesy of that same friend : https://streamable.com/gtbq0m

Gauge with Xiangling

The last comp I want to talk about for multiplicative reactions is a comp that doesn’t actually have a main DPS. The on-field carry, Bennett, isn’t really dealing much damage in this comp, and is best to run with 4p Noblesse or 4p Instructor. The comp relies on Xiangling and Xingqiu working very similarly to the Childe comp I mentioned earlier. However, this comp allows you to generate a lot more pyro particles, more or less eliminating the need for energy recharge on Xiangling, and letting you build her with only damage in mind.
The reason this works is that you can use your skill on Bennett, and then change to Xiangling to catch the particles. You simply do this over and over until your burst is back up. There are many options for a 4th unit. You can use Albedo for the elemental mastery he provides, post-buff Zhongli to shred resistances, an anemo support for the same reason, Kaeya or Ganyu to convert some of the vaporizes to melts, although this variation can be harder to play properly, or Ningguang for the Petra bonus and the Thrilling Tales.
Xiangling’s burst deals damage based on her stats at the moment of casting, meaning even if Bennett’s ATK buff expires, Xiangling is still going to benefit from it. This also applies to the Instructor and Noblesse bonuses, the Thrilling Tales bonus, and Albedo’s bonus elemental mastery. This comp is not very strong in the current floor 12, because it has no real way to deal with shields, but it has very high damage potential so it might be worth considering.
I love the cryo domain, having enemies that take more than 2s to kill in the overworld is a godsend for testing : https://streamable.com/y3oy04 (I gave up on the mage because I was lazy)

Other reactions

As I mentioned earlier, Electro-charged is more complicated so I'll address it another day. Frozen has no real gauge applications as far as I know, since comps that include frozen are basically only perma-freeze comps, that don't trigger any other reactions. This leaves us with Swirl and Crystallize

Gauge in Swirl and Crystallize

Swirl and Crystallize both work VERY similarly to the other transformative reactions. However, much like weak-side multiplicative reactions, the amount of gauge units these reactions subtract is halved. This means a 1U anemo or geo talent will reduce gauge by only 0.5U, and a 2U anemo or geo talent will reduce gauge by 1U.

Gauge with Ningguang, Sucrose and... Xiao??

You might think that, since swirl and crystallize are both transformative reactions, gauge knowledge isn’t very useful for anemo and geo units, but that actually isn’t the case. Since swirl and crystallize work like weak-side reactions, this means it is much harder for them to remove an aura. This can be insanely useful when choosing artifact sets, as both the Geo and the Anemo artifact sets are tailored to supports. If you have an anemo or a geo DPS, you can consider using a 4-piece set of Thundersoother or Lavawalker, as it’ll be easier to keep the aura on enemies. On top of that, Fischl’s ascension 4 passive actually significantly improves her electro application, as it will apply electro whenever you trigger an electro-related reaction. It has an ICD, so it won’t ALWAYS reapply it, but it’s still quite useful. This means, when using Ningguang or Sucrose, you can actually keep your uptime on thundersoother with fischl or lavawalker with Xiangling close to 100%. This ALSO means those sets might just be one of the options for building upcoming anemo or geo characters, like Xiao.

Decay Rate + Aura Extension

That’s about it when it comes to practical uses of gauge. Here’s a quick summary of concepts that currently have no good practical uses but that might have some in the future.
1U, 2U and 4U auras decay at different speeds, where 1U takes 9.5 seconds per unit, 2U takes 6 seconds per unit and 4u takes 4.2 seconds per unit. If you use two different talents of the same element, you can cheat these timers, since only the decay rate of the first application stays, while the amount of units is that of the second aura. If you use a 1U followed by a 4U aura, such as Lisa’s normal attack followed by Beidou’s Burst, you’ll be able to make the aura last 38 seconds (4 units x 9.5 seconds). However, since the only 4U aura we can apply at the moment is electro, this doesn’t have practical late-game uses. If you use a 1U followed by a 2U aura, you’ll have a bit more time to trigger your reactions (2 units x 9.5 seconds for 19 seconds instead of 12 seconds), but the increase isn’t big enough to justify using it.

Conclusion

I'm torn between just hoping everyone enjoyed the guide and finds it useful and wanting to say fuck you to the people who shat on my previous post. Anyways, hope you guys enjoyed, and if, like me, you think text guides are a fucking terrible way to explain something and you still have questions, I explain it much better, with useful background footage, in the video.
https://www.youtube.com/watch?v=mMIa5aEBbVg
submitted by zajef to Genshin_Impact [link] [comments]

Episode 6: Script Leak

My original post: https://www.reddit.com/MarvelStudiosSpoilers/comments/lhj5xy/wandavision_episode_6_possible_script_leak/
Here's the archive link
http://web.archive.org/web/20210211121433/https://pastebin.com/TYzjEXVA There you go!
The OP also shared a screenshot with me as proof he is legit. It has been verified by the mods!
WANDA: {\i1}Previously on {\i}WandaVision...
You made no effort\Nto conceal your abilities.
-Well, I'm tired of hiding, Vis.\N-What aren't you telling me?
You have to stop her.
Just make her stop!
You can't control me the way you do them.
Can't I?
DARCY: {\i1}She has the world's{\i}\N{\i1}only vibranium synthezoid{\i}
{\i1}playing Father-Knows-Best-In-Suburbia.{\i}
What happens when he learns the truth?
You've taken an entire town hostage.
Well, I'm not the one\Nwith the guns, Director.
-(GUNS COCKING)\N-Whoa, whoa, whoa, whoa!
I had a brother.
His name was Pietro.
GERALDINE: {\i1}He was killed by Ultron.{\i}
Long lost bro get to squeeze\Nhis stinkin' sister to death or what?
She recast Pietro?
(OPENING THEME SONG PLAYING)
{\i1}Wanda{\i}\N{\i1}Wanda Vision{\i}
{\i1}Don't try to fight the chaos{\i}\N{\i1}Don't question what you've done{\i}
{\i1}The game can try to play us{\i}
{\i1}Don't let it stop the fun{\i}
{\i1}Some days it's all confusion{\i}
{\i1}Easy come and easy go{\i}\N{\i1}But if it's all illusion{\i}
{\i1}Sit back, enjoy the show{\i}
{\i1}Let's keep it going{\i}
{\i1}Let's keep it going{\i}
{\i1}Through each distorted day{\i}
{\i1}Let's keep it going{\i}
{\i1}Though there may be no way of knowing{\i}
{\i1}Who's coming by to play{\i}
Halloween's a magical holiday.
All about family, friends, and the thrill\Nof getting to be someone else for a day.
Wrong! Halloween's about candy.
And scaring people, but mostly candy.
Where's your costume, Tommy?
This is my costume. I'm the cool twin.
-What does that make me?\N-Hmm...
(GAME MUSIC PLAYING)
-Whoa!\N-(LAUGHS)
A dorksaurus rex.
-Not a real dinosaur.\N-(CHUCKLES)
(SNORING)
Man
He even snores cool.
-I'm gonna go wake him up.\N-(WHISPERS) Don't!
You scared?
He's our uncle. Why would I be scared?
'Cause it's four o'clock in the afternoon.
You're secretly afraid he's a vampire.
-No, I'm not.\N-Yes, you are.
No, I'm not.
-Blood is thicker than water! I show you!\N-(BILLY AND TOMMY SCREAMING)
-(ROARING)\N-(SCREAMING)
Oh! Somebody better be\Nbleeding, broken, or on fire.
-Whoa, Mom. Are you old Red Riding Hood?\N-(PIETRO SNORTS)
I'm a Sokovian fortune teller.
Wow. That is so...
-(CHUCKLING) Rad.\N-...lame.
"Lame."
Worse than the costumes mom\Nmade us the year we got typhus.
(BOTH SPEAKING SOKOVIAN)
(EXCLAIMS)
(SPEAKS SOKOVIAN)
(IN ENGLISH) That's not\Nexactly how I remember it.
You probably\Nsuppressed a lot of the trauma.
Mom has been weird\Nsince Uncle Pietro got here.
I think it's because\Nshe hasn't seen him in a long time.
And he's what you call, "a man child."
-(SIGHS WEARILY)\N-Whoa! Sweet costume bro-ham-in-law.
Let me guess. Uh, traffic light.
-(SIGHS)\N-Half-shucked corn.
A booger!
-Yes.\N-Yes!
Well, thank you for humoring me\Nand wearing this ridiculous get-up, honey.
Well, there were no other\Nclothes in my closet, so...
-You are incorrigible, darling.\N-(CHUCKLES)
I know you have a secret\Nthing for Mexican wrestlers.
{\i1}Mi gusta mucho.{\i}
{\i1}Chili con carne.{\i}
Ooh! (GIGGLES)
What do you say, boys?
Who's ready for that first hit\Nof high fructose corn syrup?
-Yes! Headlock!\N-Get out of here, get out of here.
Never told me much about your brother.
I had no idea he'd be so...
Go!
-Great with kids.\N-(ALL BURPING)
Yeah. He's just full of surprises.
Well, you have fun tonight, darling.
What? What do you mean?\NYou're all dressed and ready to go.
I'm undercover.
Halloween is a bacchanal\Nfor adolescent trouble-makers
and the neighborhood watch\Nis the only thing that stands
between the trees and the toilet paper.
-No, that's not what you're supposed to--\N-What?
Well... (SIGHS)
You didn't tell me you had plans.
Well, I am telling you now.
Mom and Dad have been,\Nnot fighting, just, like, different.
It's their first Halloween.\NYou have to be there.
Whoa, whoa, whoa. What's the big dealio?
Big guy has a conflict,\Ntwins need a father figure for the night.
Don't sweat it, sis.\NI got the old XY chromosome.
-(CHUCKLES)\N-Uncle P to the rescue, huh?
There you go. Problem solved.
You have a spooky time tonight, kids.
-Goodnight, Dad!\N-Bye, Dad.
(VIDEO GAME BEEPING)
Wanda?
Be good.
I smell crime.
(SCREAMS)
Don't do that!
Where do you keep your water balloons?
What? We don't have water balloons.
Where are we gonna\Nput all this shaving cream?
Oh.
-It was Billy's idea.\N-I'm Tommy.
And don't you forget it!
You don't even have a costume.
(SCOFFS)
Okay, but... (SIGHS) Just remember\Nthat this is a respectable family.
If I see any funny business,
I am going to magic\Nyou into a pickled herring.
(INDISTINCT SHOUTING)
(ELECTRICAL BUZZING)
I wanna see a full work-up\Ninside the hour.
-SOLDIER: Yes, sir.\N-Hayward.
Hayward!
You cut us off at the knees,\Nsending in that missile.
Now we know who we're dealing with.
Hey, there he is.
The guy who almost\Ngot murdered by his own murder squad.
You work for me?
-I actually don't know.\N-She's with me.
I see. And which one\Nof you is the sassy best friend?
There is no time for you\Nto diminish your colleagues
when you're about\Nto start a war you can't win.
Maximoff was never\Ngonna negotiate with us.
We take her out,\Nthis whole nightmare ends.
MONICA: We don't know that.
We actually have no idea
what will happen in there\Nor out here if Wanda dies.
So, what? We just surrender to that?
Not happening.
We can't outgun her.
And clearly antagonizing her\Nis only making things worse.
If Wanda is the problem,\Nshe has to be our solution.
Captain Rambeau, you have become\Nan impediment to this mission.
(SIGHS)
Constantly advocating\Non behalf of super-powered individuals.
Yes, I know\Nyour history with Carol Danvers.
You know, you people who left,
still have the luxury of optimism.
You have no idea what it was like.
What it took to keep the lights on.
Don't use the last five years\Nas an excuse to be a coward.
Maybe it's a good thing\Nyou weren't here when your mother died.
Because clearly\Nyou don't have the stomach for this job.
Get her off my base. Now. All of 'em.
SOLDIER: All right. Come on. Let's go.
Hayward is way overstepping\Nhis provisional authority.
He was looking\Nfor a reason to sideline us.
He's up to something.
SOLDIER: Let's go. Everybody in!
(GRUNTS)
-(MONICA YELLS)\N-(SOLDIER GROANS)
(PANTING)
Why didn't anyone tell me the plan?
-You okay?\N-Yeah. Let's move.
This is it. Game time.
It's not a competition, Tommy.
-It is if you're a winner.\N-Tommy.
(SHOUTS) Unleash hell, demon spawn.
(CHUCKLES SOFTLY)
Do you remember when we were\Nat the orphanage after mom and dad died?
What was the name of that kid\Nwho was always trying to steal your boots?
You know, he was the one...\NHe had the... He had the skin thing.
You're testing me.
No, I'm not.
Hey, it's cool. I know I look different.
Why do you... look different?
You tell me.\NI mean, if I found Shangri-La,
I wouldn't wanna be\Nreminded of the past either.
(LAUGHS) Next house, Mom.
Junior entrepreneur, over here.
How about you let Uncle P help you\Nmaximize your candy acquisition, huh?
(CHUCKLING) Yeah. Kick-ass!
"I feel the need..."
-"For speed."\N-(BOTH YELP)
Kick-ass.
(INDISTINCT CHATTER OVER RADIO)
-Oh, hey, Herb.\N-Oh, hey!
How's patrol going?
Eh, quiet, so far. Hold up, will you?
-(MAN TALKING OVER RADIO)\N-Say again.
-(MAN TALKING OVER RADIO)\N-All the candy has disappeared?
What? Who took my candy?
And now all\Nthe jack-o'-lanterns have been smashed.
(PIETRO, BILLY AND TOMMY CHEERING)
And now everyone's\Ncovered in silly string?
PIETRO: Whoo!
Sorry, Wanda, I gotta bounce.
Well, maybe Vision\Ncan help you out. (CHUCKLES)
Vision? Oh, he's not on duty.
Oh! I... I thought he...
Is there something\NI can do for you, Wanda?
Do you want something changed?
(CHUCKLING) No. It's fine. Never mind.
(CHUCKLES) All right. Peace.
WOMAN: Hey! How's it going?
Happy Halloween.
(INDISTINCT CHATTER)
I'm so hungry, I'd eat anything.
Hungry? I remember hungry.
I used to be like that all the time.
What did you do?
Snacked on Yo-Magic, bro.
Now I have time to hang fin.
Can I have some?
Here you go, little dude.
(GRUNTS)
(GASPS WEAKLY)
SHARK: {\i1}Yo-Magic! The snack for survivors!{\i}
This is so lame. I can't believe\Nyou're making them return all the candy.
I can't believe\Nwhat a bad influence you are.
Who beefed in your borscht?
I'm just trying to do my part, okay?
Come to town unexpectedly,\Ncreate tension with the brother-in-law,
stir up trouble with the rugrats,\Nand ultimately give you grief.
I mean, that's what you wanted, isn't it?
What happened to your accent?
What happened to yours?
Details are fuzzy, man.
I got shot like a chump\Non the street for no reason at all
and the next thing I know,\NI heard you calling me.
I knew you needed me.
Uncle P, guess what?\N(CHUCKLES)
They've got full-size candy bars\Na few blocks up. Mom, can we go?
Next stop, Cavity Town.
Right on, little dude.
Chip off the old Maximoff block.
You've got super speed!
-I do?\N-Yeah!
WANDA: It's okay, baby.
You can take it slow, and you can--
(CHEERING)
If you're gonna break the sound barrier,\Nplease just take your brother with you.
-Really?\N-Really?
Really. Yeah.\NAnd please just remember to--
BOTH: Don't go past Ellis Avenue.
We know, Mom. We know.
Hey! Be careful.
PIETRO: {\i1}I'm just trying{\i}\N{\i1}to do my part, okay?{\i}
{\i1}Come to town unexpectedly,{\i}\N{\i1}create tension with the brother-in-law...{\i}
MONICA: Who is that?
Wanda's brother came to town.
He brought the wrong face.
AGENT WOO: Over here.
{\i1}-What happened to your accent?{\i}\N{\i1}-What happened to yours?{\i}
(DARCY SIGHS)
MONICA: We shouldn't\Nhang out here too long.
DARCY: Uh, give me two seconds.
I just need to hack into\Nthe secure network on the base.
Donezo.
Now, should be able to access\Nthe data on Hayward's devices.
Oh. That's interesting.
Guys, Hayward figured out\Na way to look through the boundary.
And he didn't share it with the group.
AGENT WOO: Is this Wanda, right here?
No. The program is tracking\Nthe decay signature of vibranium.
Vision. Wait.
Why is Hayward tracking Vision?
I don't know.\NThis is all I can access so far.
These other dots,\Nthose are Westview residents?
The ones in Vision's\Nimmediate vicinity, yeah.
Hayward must have\Nan accurate headcount by now.
MONICA: Hmm.
AGENT WOO: And some sense\Nof their well-being.
Huh... These people,\Nnear the edge of town...
They're barely moving.
Are they alive?
(MONITOR BEEPING)
(DOG BARKING IN DISTANCE)
VISION: Say, excuse me.
Ma'am?
Are those your children?
Are you waiting for something?
(INDISTINCT CHATTER)
WOMAN: Happy Halloween!
Trick-or-treat?
Agnes?
What are you doing here?
Town Square Scare. Where is it?
Oh, well, the Town Square.\N(CHUCKLES SOFTLY) I expect.
(CHUCKLES EMOTIONLESSLY)
Took a wrong turn.
Got lost.
In the town you grew up in?
(GASPS)
-It's all right.\N-(GASPS)
(SOFTLY) You...
You're one of the Avengers.
You're Vision.
Are you here to help us?
I am Vision. I do want to help.
But what's an Avenger?
What?
Why don't you know?
(BREATH TREMBLING)
Am I dead?
No, no. Why would you think that?
Because you are.
'Cause I'm what?
Dead.
Dead.
(SHOUTS) Dead!
Dead!
Agnes, it is my intention\Nto reach those outside of Westview
and make sense of our situation.
(SOFTLY) How?
No one leaves.
Wanda won't even let us think about it.
(CHUCKLING)
All is lost.
-Agnes...\N-(LAUGHING MANIACALLY)
Agnes, please calm down.
-Agnes! Please...\N-(CONTINUES LAUGHING MANIACALLY)
(LAUGHING STOPS)
I will fix this, Agnes. I promise.
Okey-dokey, neighbor.
(TIRES SCREECH)
Happy Halloweenie!
{\an8}(CELL PHONE RINGING)
That's it.
My way back into the Hex\Nwill be here in an hour.
Just gotta meet my guy over the ridge.
Let's roll.
You can't do that.
Sure we can.\NI'm a whiz at hot-wiring cars.
You can't go back into the Hex.
Worst case scenario,
Wanda removes my free will\Nand puts me in ultra-low-rise jeans.
Hayward has your blood work.
You've gone through\Nthe boundary twice already, Monica.
The energy inside has re-written\Nyour cells on a molecular level twice.
It's changing you.
Seen enough lab results\Nto last me a lifetime.
Cells metastasizing, cells in remission.
I know what Wanda's feeling\Nand I won't stop until I help her.
Okay.
Okay.
But I'm staying here.
-Wait, you can't stay here. It's not safe.\N-What? Darcy, what are you talkin' about?
I haven't made it through\NHayward's last firewall.
There's something big here.\NSomething that can help us. I know it.
Fine. Fine.
I'll drop you the location,\Nyou meet us out there as soon as you can.
(INDISTINCT CHATTER)
-PIETRO: Holy shmacaroni.\N-(WANDA CHUCKLES)
PIETRO: Wow!\NWANDA: Isn't it great?
PIETRO: Damn it, if Westview, New Jersey\Nisn't charming as hell.
Now, I know that you think\Nthat I've have gone full soccer mom.
-Yeah.\N-But it really is nice, right?
Yeah. (SIGHS HEAVILY)
I think Mom and Dad would've loved it.
Yeah. I think they would have.
(CHILDREN LAUGHING)
Where were you hiding\Nthese kids up till now?
-What?\N-I assume
they were sleeping\Npeacefully in their beds.
No need to traumatize beyond the\Noccasional holiday episode cameo, right?
-No...\N-You were always the empathetic twin.
-I don't... I didn't...\N-Don't get me wrong.
You've handled the ethical considerations\Nof this scenario as best you could.
Families and couples stay together,
most personalities aren't far off from\Nwhat's underneath, people got better jobs,
better haircuts, for sure.
-You don't think it's wrong?\N-What, are you kidding?
I'm impressed! Seriously.
It's a big leap\Nfrom giving people nightmares
and shooting red wiggly-woos\Nout of your hands.
How'd you even do all this?
Hey, I'm not some stranger\Nand I'm not your husband.
You can talk to me.
I don't know how I did it.
I...
I only remember\Nfeeling completely alone.
Empty. I just...
Endless nothingness.
(SNIFFLES)
(GASPS)
Are you okay?
I'm fine.
Uh-huh.
(ELECTRONIC BEEPING)
Hayward, you sneaky bastard.
Move out.
Vision. What's he doing?
(VISION GRUNTING)
He really does want out, doesn't he?
(GRUNTING)
(GRUNTS)
Oh, no.
Why aren't you helping him?
-Stop! He's coming apart!\N-Hey!
(GRUNTING LOUDLY)
HAYWARD: {\i1}He really does want out{\i}\N{\i1}doesn't he?{\i}
-Whoa, Billy!\N-Shh!
Are you okay?
(VISION SCREAMING)
Mom!
Mom! Mom! Mom! Mom!
What? What is it, Billy?
(PANTING) I hear Dad in my head.\NHe's in trouble.
(GRUNTING)
DARCY: Let me go! What are you doing?
Help him! Let me go!
Help!
(SHUDDERS)
The people need help.\N(GRUNTS)
(GASPS)
(WHIMPERS)
(GROANS)
I don't understand.\NWhat's happening to me?
Where is he? Where's your dad?
Hey, don't sweat it, sis. It's not like\Nyour dead husband can die twice.
-(GRUNTS)\N-(YELPS)
Billy, I need you to focus.
(SHUDDERING)
I can't tell. I see these...
-(GRUNTS)\N-...soldiers.
(SCREAMING)
They think he's dying.
(CHATTER STOPS)
Jimmy. Jimmy, do you see that?\NSomething's happening!
It's moving! Go, go!
(RUMBLING)
Go, go, go! Move, move, move!
Are you serious right now?
SOLDIER: Hey! Stop!
(GRUNTS) Oh, fudge.
(SOLDIERS SCREAMING)
(CLOWNS CHUCKLING)
(ALL SCREAMING)
(INDISTINCT CHATTER)
Push it! Faster!
(ENGINE ROARING)
(TIRES SCREECHING)
Come in. Anyone read me?
Anyone hear my voice?
Does anyone read me?
Anyone read me? Over.
submitted by TheStarAvenger to MarvelStudiosSpoilers [link] [comments]

Accuse me of stealing - I'll ruin your business and life

This little story of revenge is about how I got even with a former boss, and how I destroyed his and his business partner's life in the process.
Many years ago I worked at an electronics repair store that will not be named. It was the only one in our smallish town so everyone came there. I worked my way up from lowly tech to store manager in roughly six months. A few months after I made store manager, one of the owners who we will call Dennis, insisted on bringing his nephew in as a part-time employee. Don't get ahead of me redditers!
I initially didn't have any issues with the kid, he had come to the store on multiple occasions and we would all sit around in the back and talk. So again, I had no issues with bringing him on part-time. For a good month or two, the kid who we will call Kevin busted his behind, did everything right, he could solder an HDMI port on a PS4 in minutes (one less thing for me to do). Profits for the store were skyrocketing and things seemed rather fine from where I was standing, I was due to make a fairly large bonus that year as long as the store kept turning the amount of money it was turning.
I figured at this time, we could make Kevin our assistant manager and I could go back to doing paper work, inventory orders and such and leave the running of things to him. Well, mistakes were definitely made. I had a bad habit of writing down my login pin because Dennis and his business partner Jay were idiots and wanted the pin to be 9347893247349 digits long. These pins were required to access everything from sales data, to the cash register and more. Anyway, around the time that I was turning over the majority of stuff to Kevin to do, I also started taking classes at the local university, so again, me being the idiot that I was would leave to go to class before coming back and finishing my shift. Dennis and Jay were fine with this as long as I left someone competent in charge.
Fast forward to the end of the month when accounts receivable numbers were run. And wouldn't you know it, we were short. By thousands that month. I discussed everything with Dennis and Jay and we assumed it was a computer glitch. There was no way after almost a year of working there that the numbers were off. I had never had this happen before. The next month we were once again off. It was around this time that Dennis and Jay came to me and started accusing me of stealing from them. They pointed out all of the days that the numbers didn't match up and saw that I was always closing that night.
When I tried to explain to them that I was in class on those days when the money came up missing and suggested that they look at Kevin, Dennis blew his top. He said how dare I accuse his nephew of anything, that it was my pin used to access the register, etc. Needless to say, I was fired, luckily they didn't call the cop because in Jay's words, I had made them a boatload of money.
Plan:
A couple of years had passed since I was working there, I graduated college with a degree in Business and had moved on with my life or so I thought. One night while I was out at the store, I heard from behind me "Yo thief!", as I turn around I see Kevin and Dennis with a sh-t-eating grin on their faces. I shrug it off, and walk away continuing to hear their childish taunts. While in my car, I began to formulate a plan. I was going to crush these mother f--kers no matter how long it took.
It took me two months of planning but finally I figured that I would use my social engineering skills and my business savvy to completely crash their business. I broke the HDMI port on my PS4 on purpose and took it into have it fixed. Kevin and a girl that had started there a few weeks earlier were the only two working.
Kevin: Hey welcome to such and such, oh, it's you thief, what can I help you with? Me: First off you can stop calling me that, you and I both know it's bullsh-t. Kevin: Sorry dude, Dennis told me to call you that. I'm sorry how everything went down. What can I help you with? Me: My HDMI port broke, do you guys still repair them? Kevin: Yeah we still repair them, it's $115 Me: Damn you guys went up in price? Good on you, so, how's everything been since I left? Kevin: You mean since you were fired for stealing? Me: Yeah, whatever, we both know that's bullsh-t.
I knew Kevin was trying to impress the girl, but, didn't care at that minute. We'll come back to her.
As I glanced around I saw that they had added some new things to the store, including Otterbox cases and such.
Me: Whoa, that's new! How did you guys manage to get in with Otterbox? Kevin: Oh we didn't, they kept turning us down, so I found a Chinese distro. We get them for $5 and sell them for $30. Me thinking to myself (This dude loves to blab, I need him to keep it up) Me: So, how much have the prices gone up on other things? Kevin: Oh? quite a bit actually, you thought you were turning this store a profit, let me show you something.
He showed me their new price list which was insane on the pricing and also a
BIG MISTAKE!!!!
REVENGE IS MINE!
I never believed in ripping anyone off, so I always convinced Dennis and Jay our pricing was fair. And that they didn't need to charge a lot for repairs. Since they were the only game in town they had everyone by the balls.
After the work was finished I said goodbye and made sure to wave to the girl as I walked out. This is when my plan really went into motion, I had everything I needed to crush these mother f--kers. All except a building, the next day I looked around for a location to begin to dismantle their monopolistic hold on the town. As luck would have it a location right across the street from their store was coming up for rent. I quickly signed the lease and began to distribute flyers letting the town know about our coming grand opening on the flyer I was offering 90% off the first repair, basically I was doing the work for free just all they had to do was pay the part price.
Opening day comes and I have 60 people there to get repairs. Ranging from iPhone screen repairs, to simple pc tune ups. This went on like this for months, sure I was taking a loss on the building rent, but this being a smallish town, the rent was easily manageable.
After things started to settle down and business became steady, Dennis and Jay started losing massive business due to the new guy in town. (They still hadn't realized it was me), Jane walked in as I was closing up shop, Jane if you recall was the girl who worked for Dennis that Kevin was trying to hit on, apparently she had been let go that night and was looking for another job. I immediately gave her the job, because she knew her sh-t. I asked her what all happened over there, and she said everything has gone to sh-t and that the store has been losing tens of thousands since this place opened and that she would have left sooner if she didn't need the job. Kevin apparently really liked her and couldn't keep his hands to himself.
A month after Jane came in, Dennis and Jay came in to see who their new comp was. As they walked in I greeted them as I do any customer.
Me: Welcome to new guys electronic repair, how can I help you? Dennis: Does the owner know he hired a thief? Me: Oh, I'm sure he knows you're full of sh-t on that one. Dennis: Get me your manager you piece of sh-t thief. Me: Sir, I am the manager, how can I help you? Dennis: Well is the owner here?Me: Yes sir he is. Dennis: Good then go get him, so that I can tell him what a thief you are. Me: Sure, one minute.
I walk into the back and start talking to Jane, we both enjoy a laugh because she overheard this dude.
I walk out of the back and look at Dennis.
Me: How can I help you? Dennis: You can stop playing games and get me your owner. Me: Pointing to the sign behind me, yeah that's me, how can I help you? Dennis: You're the one that has been taking all of our business!?!!? Me: Yep, you called me a thief, when you knew all along it was your piece of sh-t nephew that was stealing from you. I made it my life's mission to destroy you, the day you and Kevin called me a thief in the store. You couldn't leave well enough alone. Jay: You mean to tell me that this is HIS FAULT? Looking at Dennis. Me: Yep, and yours as well, you had a chance to stick up for me and didn't. If I can't assist you gentlemen with a repair or anything, I kindly ask that you leave my store. Dennis: F--k you, you haven't heard the end of us.
This quite literally cracked me up, the dude trying to talk tough. I laughed as they stormed out of my store. About this time, Jane came from out of the back area, and dropped her phone. I bent down to pick it up and noticed that it was the fake Otterboxes that the other store was selling.
I made an anonymous tip to Otterbox regarding them selling counterfeits. Boy, let me tell you, Otterbox doesn't f--king play. Within a week the other store was raided, Kevin, Dennis and Jay were all arrested for selling counterfeit items and were sued into bankruptcy.
As for Jane and I, well, we just welcomed out first child into the world and have been married for a year and half.
If you're reading this Kevin - Little f--king thief, not only did I cost you and your uncle everything, but, I also took your woman. Go suck a dick.
TLDR: Accuse me of stealing from you, when it was your nephew. I will take your business, your woman and ruin your f--king life.
EDIT1: Cannot believe that I have to add this in here, because some people cannot read between the lines. Otterbox is the one who got them raided by the police. Otterbox doesn't do the raiding.
EDIT2: Fixed the formatting issues, sorry about that.
submitted by Sublyminal23 to ProRevenge [link] [comments]

that one time i took acid and tried running from the cops on a scooter

and it wasn’t an electric scooter
me n the homies live in the middle of fuckin nowhere
we ain’t got neighbors, stores, a solid community, or even clean drinking water
fortunately we do have skateboards, cows that’ll moo back at us on occasion, and most importantly
drugs
homie hits my line he’s like yo
i’m like yo
he’s like we havin a group trip, you, me (cowman), trees, and jellyboy (not their real names)
fuckin bet
so we getting everything set up and make our way over to trees’ place where we will trip
we get there, pop the tabs and live life
we been trippin for a good few hours when i decide we gotta fuckin do somethin
awkwardly stare at jellyboy and he all like
bro whadda fuk you lookin at
i’m like let’s skateboard
ok bet
so now we’re all out skating having a good time when we come across a pretty curvy hill
trees is all like yeah fuck that but i am determined
i will bomb the curvy
now i’m flying down this hill and when i get to the part where the curb starts to curve right j realize my mistake
i have no way of turning that sharp without losing my balance
fuck
i hit the curb
rag doll for a few seconds
cuts and bruises but still alive, the board however was not
well fuck now what
trees tellin me he ain’t got another board but he does have a little scooter he rides around the shop
the fuck
i ain’t riding a fuckin scooter
so now i’m walking around and i realize that maybe the scooter isn’t such a terrible idea
hey guys let’s head back to the shop i’m getting the scooter
lmao ok
now we back at the shop and it’s about 1am at this point, and the curfew in the town trees lives in was 11pm so we gotta make sure we’re not too loud
before we embark on a new adventure we decide to take a few dabs to kick the trip up a lil more
so now i’m tripping absolute fucking balls riding around on a tiny children’s scooter and i’m having a blast
trees decided to bring his drug bag with us incase we wanted to smoke more and not go all the way back to the shop
this ended up being a not-so-great idea as when we come around a corner we see headlights coming toward us
no big deal i think and then trees takes off running, leaving the board
he’s like cmon guys i can’t take any chances and right when he starts going, the red & blues come on
fuck
now we split up and without even thinking about it i’m fucking zooming on this children’s scooter
my right foot is kicking so fast i’m like a fucking grasshopper trying to scratch itself
i’m looking behind me making sure the cop doesn’t come onto my road when i hear
YO LOOK OUT
cowman runs into me on his skateboard
fuck
i try getting up but my leg is in a lot of pain so i just lay on the road
i see headlights about a street or so down from me so i start crawling toward the grass like i’m fuckin manic
i see the cop car take one more turn and now he’s really getting close
i need to come up with a plan
a plan which required me to think, something i wasn’t much good at
i decide it’s time for wizard mode
wizard mode kicks in and i look to my left
look to my right
and that’s when i see it, a dope ass tree
so now i’m climbing this tree, trying not to put weight on my leg when i finally get to a point where i feel like i’m covered
the cop turns on my road and when he gets right by me he stops
fuck what is he doing
he gets out the car and that’s when i see it
the children’s scooter is still laying on the street
he picks it up and he’s inspecting it almost comically, as if he’s trying not to laugh at the absurdity of what was happening
and the longer i watched, the harder it was not to start laughing
i’ve got both hands over my mouth and i’m biting my tongue but watching this cop stare dumbfoundedly at this children’s scooter was fucking hilarious
he puts the scooter in the car and gets back inside
i start laughing uncontrollably, tears running down my face at the fact that he fr just copped the scooter
i start picturing him taking it home to his wife and they both take turns riding it and i am literally wheezing
wheezing so hard i fall out of the tree
fuck
so now i’m laying in the grass under the tree hoping i didn’t just fuck my body up when jellyboy comes around the corner
dude what the fuck are you doing
i’ll explain later we gotta get outta here
he starts skating past me and i’m like fuck how do i keep up and that’s when it hits me
im wearing my brooks running shoes
now i’m sprinting back to the shop with the strength of a thousand suns
i’m thinking to myself “usain bolt ain’t got shit on da brooks” and now i’m laughing again
laughing too hard apparently because i trip and fall, again
at this point my whole fucking body hurts i don’t know how this keeps happening to me
finally i make it back to the shop and everyone’s already back when trees is like
where’s the scooter
i bust into hysterics trying to explain how officer meatsnack and his wife are taking turns riding it
he’s like what the fuck does that even mean
i give him $20 and say he’s never getting that scooter back
sorry trees
submitted by FakeHappiiness to Drugs [link] [comments]

Village Farms (Aka $VFF aka $🍅) DD; One of the best Cannabis 2021 plays available.

TLDR poem;
🚀's are red
🍅's are red
🚀🍅🚀
🍅's 🌈🐻's soon to be 💀
(Real TLDR's at bottom)
”Why the !@&? would I want that 🍅 growing stock?"
Yo, brother, calm down that anger.
I'm not providing investment advice so stop right here if you like.
We're just having a casual conversation about a bunch of things on a stock I'm personally YOLOing 65k on. (Aka my positions, no ban!)
If you're unaware though, this 30 year produce (🍅) growing company has been utilizing their decades of experience to grow Cannabis with stellar results so far and with 2021 looking to be really good for them.
Specifically, this will be on show these first two quarters of the year.
An important side note is that as of November 2nd, they now privately own the full 100% of Pure Sunfarms, their Cannabis subsidiary.
"Oh I should get in NOW, huh? I see that $🍅 ran recently, why would it keep running?"
Great question brother! Of course, that's up to you! But...
$🍅 actually has multiple aspects as to why this has a very likely chance to run, then stay at a price that is probably higher than you would think "reasonable," and then still have more runs throughout the year.
First way to try and back this up, is pointing out that this low float stock of only 77,820,000 shares has a CEO that owns 12% of the stock himself, and a total of 13.6% owned by the Management and Board.
On top of that, another +12% of the float is held by institutional holders for an immediate 25% of this already low float stock off the table.
More on the float in a moment, but with that quick knowledge we next just need to take a quick peek at how $🍅's main competition's Share Price (SP), Share Count and Market Caps (MC) compare.
AFTER EACH COMPANIES MARKET CAP (MC) IS HOW MUCH EACH COMPANIES SHARE PRICE (SP) CAN GROW PER MARKET CAP GAIN OF $1 BILLION.
As of close on February 5th:
Canopy Growth: SP - $42.93 - 373,730,000 Shares
Cronos Group: SP - $12.01 - 356,190.000 Shares
Aphria: SP - $16.67 - 312,570,000 Shares
Tilray: SP - $25.72 - 148,260,000 Shares
Aurora: SP - $12.88 - "183,660,000 Shares"
$🍅/Village Farms: SP - $15.09 - 77,820,000
So, not only are they way behind in Market Cap, even to Aurora, but the amount that $🍅 can gain in Share Price to get there is unmatched.
I'm not saying the other companies should go down...
I'm just sayin... look at this...
VFF - $2,000,000,000 Market Cap?
$🍅 - $25.70
VFF - $3,000,000,000 Market Cap?
$🍅 - $38.55
VFF - $4,000,000,000 Market Cap?
$🍅 - $51.40
VFF - $16,000,000,000 Market Cap?
$🍅 - $205.60
”So what? They are THAT much behind the competition."
Hey, I get it brother, we've only talked only about superficial stock related info so far.
Just setting the base in understanding it's growth potential based on their industry competitiors.
We're getting there, I promise!
Just one more thing about $🍅's current positioning though, which factors in a bit of a short squeeze.
Now, don't get it twisted, this is not a post about some one-time short squeeze, just a brief mention.
Just, in this moment, it so happens the timing could cause a little extra pop for this incoming next fundamental and technical run that will establish $🍅's new base level.
Check it out, from 1/22 - 2/2 an average of 50% of the daily volume was short. Averaging about 25% of volume going short daily on either side of it as well.
This heavy shorting came at the heals of a recent company action that caused quick downward pressure on the Share Price and in turn gave greedy 🍅🌈🐻's ability to try and push it down unreasonably.
Did you notice the most recent closing price is $15.09 on Feb 5th?
You might not have noticed though, that on January 14th, $🍅 had a mini run and peaked at $15.05.
The next day, on January 15th, $🍅 dropped for a close of $12.65.
Closing above that previous mile stone means every short since the raise is now underwater. Just sayin'.
”What happened that caused that drop?"
Good things happened, brother. Good things. And... they got shorted for it...?
$🍅 announced a direct share offering that injected US$135Million cash to the bank @ $12.60, giving shorters a bit of strength over the last two weeks of January.
This semi large difference between the offering and Share Price at the time is indicative of something very important about this raise.
This was a planned raise that had nothing to do with the run $🍅 was going on IMO.
IMO, don't mistake this raise, that closed on U.S. Inauguration Day, as anything other than preparation for growth and expansion. They are already executing profitably, they in no way needed this for normal functions.
You have to understand, our ol' 🍅 is extremely diligent and resourceful in their approach to Cannabis so far, and will continue to going forward.
Their lack of splash is probably why you likely haven't heard or considered them yet, but the precise and profitable execution is why you should do DD on them.
Oh, by the way...
$🍅 has some of the best positioning and assets for the now inevitable U.S. legalization of Cannabis.
”How is this Canadian LP, $🍅 , any better set for the U.S. market than their competition?"
Again, stellar question's brother.
And, again, multiple factors to this.
Our first factor is a direct shout out to that $135M raise.
Quoting the 🍅 CEO from their most recent earnings report conference call and in reference to potential U.S. strategies, "...we're prepared to look at, if we have to do acquisitions or strategic partnerships and other locations..."
That $135M putting them +$200M in bank is taking a certain type of vision, to me.
”What, I'm suppose to believe your opinion that they have U.S. potential from a quote and your speculation?"
Naw brother, you're suppose to understand that fact because they already have 5.7 Million SqFt of "Hemp" grow space ready to go in Texas.
Speculation and understanding how this company functions is part of my YOLO call strikes though.
A heads up, Cannabis uses the same growing system and could "be rapidly converted to cannabis production" the moment ready. - 🍅 CEO
Even beside the U.S. Blue Wave that will have some type of effect on Cannabis, Texas has put forth multiple pieces of legislation up for up for debate on it's own.
With, or without my personal speculation on their raise, their Texas assets are shaping up to be extremely valuable for them in the likely near-term future.
Icing on the cake of it all is simply that they are in no rush at all for when it happens.
They're currently profitable, and growing from their Canadian and other international positions as well, so U.S. legalization is simply a massive bonus whenever it happens, not a necessity.
Like for some unnamed others...
”Yeah, so what? That still doesn't say WHY $🍅 would keep running outside of hype."
Hey, absolutely that's fact. So far.
Now that we understand their comparative surroundings and asset ready U.S potential, let's bring in some internal 🍅 Cannabis biz facts.
Here are a couple of the most recent earnings, Q3's, Cannabis specific highlights:
75% increase in Net Sales
81% increase in Gross Profits
Impressive as that is, it's important to understand this is not some one-off fluke, but the first point in the provable continuation of their launching point for growth, which was Q3's the prior quarter, Quarter 2 2020.
I say launching point because of the execution of strategy over the last year and they have a lot of factors on why they will continue to see growth in their numbers.
The key to understanding the earnings and $🍅 share price growth potential is in the timeline details of their release approach for new strains, products, product segments, and accessibility.
”What, a few random new products is you're point?"
Well, it's a part of the main reason on timing of the moments before earnings, yes.
Because brother, it's not just any new products, but specific new segments of products that are brand new pies of profitability to eat from for extra growth potential generally...
...and also how they set up their earnings reports for "surprise" growth effects with a specific style of WHEN they release their new products.
This upcoming Quarter 4 Year End 2020 report with be the first quarter to have their 2.0 products available for a FULL quarter. Our feature earnings growth products for Q4 are Vapes and Oils.
Being released mid-September, the very end of Q3, that Q3 report got a nice C$1Million boost in Net Sales from the roll out and because of the timing of release Q4 will see an exponential effect of growth from that segment due to that timeline of release.
Similarly, Quarter 1 2021, aka right now, will have TWO additional new segment effects!
On December 21st, just before the end of Q4, they started offering their products for Medical for the first time through a deal with Shoppers Drug Mart.
An important key to this Medical deal is this is their first entry into Quebec, the last 30% of Canada they need. 🍅's brand was also the first brand to offer anything in the Ounce size for the Shoppers consumers.
Seeing the ~1 week effect medical might be interesting!...
to me....
Our other brand new segment that is now fully rolled out is edibles!
Earlier in January, 🍅 announced a deal with White Rabbit, an edible company with a vegan, gluten-free craft gummy company with a manufacturing process call EAT ME.
With this, 🍅 has started offering White Rabbit products as of about mid January.
By establishing this parternship, 🍅 now has access to that process and as of February 5th now released their own branded edibles as well.
Pretty forward thinking and sustainable to ensure to grab a good tasting vegan and gluten-free craft gummy.
This win-win situation means no messing with growing pains, straight to the bottom line move. Love it.
”Again, so what? Wha.."
Don't mean to be rude, but I wasn't done yet...
Both the upcoming Q4 and Q1 have additional bonus growth factors!
For Quarter 4, first week of October, aka first week of Quarter 4, saw the release of their newest higher THC and higher priced Pink Kush and D.Bubba strains were release in their large 14g and 28g formats.
When these strains released for the 7g and less formats on a similar timeline fashion, the small format sizes saw an increase of 33% on Net Sales over the Volume sold.
Like I said, simply bonus growth factors from the decades old 🍅 company that understands the importance of showing growth Quarter over Quarter in a flooded industry with such tremendous potential.
For Quarter 1, early January also saw the release of their High THC vapes in addition to their current offerings.
**”Bro, are you done yet?"*
Okay okay jeez, I get it.
There's still just like one-ish more things though...
On a very quick view of some Marco-level elements, many provinces had extra legal red tape on providing licenses with Ontario being one of them.
Ontario also just so happens to be 🍅's biggest customer, and had also been known for being a province with the least amount of stores for the amount of population they have.
In August 2020, they upped the number of store licenses they were issuing from 20 to 40 per month, just in time for Q4...
In December 2020, they doubled it again to 80 licenses a month, just in time for Q1...
To put a little perspective on that, by the end of the most recently reported quarter, Q3 2020, about 190 licenses were issued.
By Q3 2021, approximately 1,070 licenses will have been issued.
Generally, about ~90% of the licensees have their stores up and running each time Ontario reports its updates. That's a lot more stores brother.
This matters because we also know the 🍅's brand is increasing in popularity for Ontario as well.
After being +13% of the OCS's volume from October 2019 to October 2020, October 2020 specificallywas 15% of the dried flower volume going 🍅 brand. Aka increasing in popularity.
On top of that, we were also told their brand new segment, vapes, was about top ~3 ish for Quarter 4 in the OCS as of November.
”This still doesn't really explain why they will grow... does it?"
Look brother, it's a Reddit post that's already too long but I believe I've shown a lot of 🍅 positive factors to add on top of what was already going to see growth by itself.
The Cannabis industry is hot right now you guys.
Beyond retail, their Wholesale segment experienced a +140% surge in volume and sales in Q3 as well, with indicators that Q4 will continue steady growth in that cornerstone of additional revenue.
Being the cheapest producer in the game will continue to have it's benefits. If you think it's Aphria, you are incorrect. Aphria is solid, but the 🍅 beats them out pretty easily.
Aphria Market Cap is also $5B to 🍅's $1B...
When it comes down to it, this Quarter 4 earnings report needs to speak for itself. I have my own personal opinion on what it might look like. Do your own research for your own opinion, brother.
Finally, just so you're in-the-know, my last notes are some recent analyst price targets for $🍅
Global Alliance - $20
Roth Capital - $22
Raymond James - $26
Beacon 1-year target - $35
Some supposedly big German Stock magazine - $30
Random people on Twitter - $+20
Well, fun conversation brother!
Don't forget, this was in zero ways financial advice, but if you wanted more not intended to be the basis of any investment decision $🍅 related information, or wanted to try and argue some point you think I jumped to, I wrote a very deep dive VFF analysis with Q4 prediction potentially worth checking out first (+40% Gross Sales and +60% Gross Profit conservatively predicted).
TLDR;
1 ) Comparatively, Village Farms (🍅)'s Market Cap is 1/16 of Canopy, 1/4 of Cronos, 1/5 of Aphria, 1/4 of Tilray, and 1/2 of Auroras.
2 ) Being a low float stock with 25% institutional holders and massive recent shorting that is now underwater will likely cause an extra short squeeze on top of the incoming technical/fundamental run.
3 ) 5.7 Million Sq Ft of grow space in Texas ready for quick and immediate Hemp to Cannabis conversation at the drop of any U.S. Legislation. Also, $🍅 cashed up for acquisition potential.
4 ) Release time line for Vapes, Oils, High THC Large Format Offerings, Medical (with Quebec), High THC Vapes, 3rd Party Gummies and 1st Party Gummies will all have debut showings on these upcoming Quarter 4 2020, Quarter 1 2021 and Quarter 2 2021 earnings reports.
5 ) Massively increasing store number from 🍅's best consumer, continued best-in-industry grow process for continued Wholesale strength, increasing quality and popularity of their products show positive trends of growth from their current segments as well as all the new ones.
6 ) Scroll up a smidge to check some analyst price targets.
Still TLDR; $VFF = $🍅 = a stock that I like = 🚀🍅🚀 = opinion = 🌙
PS: In case you didn't check my positions link near the top, I have 3k shares and 85 call contracts. I'm likely near to never going to sell my 3k shares @ $6.21, but I will be flipping my Feb and March calls at the end of this next run. Doubt I'll touch my June or 2022 calls.
submitted by Thirty2wo to wallstreetbets [link] [comments]

Let's Cancel Religion

Even in the original Bible, it says the flood lasted for 40 days, and then not too far later on said it lasted for like 300 days. Moses led 600,000 men, 600,000 wives, and 1.8 million children out of egypt. There isn't enough rainfall in the desert for them to last a few days led alone 40 years. It's also a 6 day walk to Jerusalem from Cairo. All of the bodies around them were heavily salted. A sandstorm would have killed them all.
No where in the bible does it say that god is omnipotent, or all knowing. You just have people saying it. If he was all knowing, then he knew Satan would deceive Eve and unleash sin, which means he's either not all knowing, or he wanted sin to be unleashed. Speaking of omnipotence. He had to have Adam's rib to make Eve so he can't just poof something out of thin air. Let's not even go over the fact that names like Peter, John, Adam, etc. are European names. Because you know, it's believed to have been written in the early centuries. That's why no one questioned or have record of it. We have extensive records on everything since the beginning of language from 3800BC and no record of Jesus except in a manuscript that randomly appeared one day?
Jonah was in a whale. Whales sink down into the ocean and the pressure would have killed him. God doesn't interfere because of free will so there's no way he saved him.
If he's all powerful, then Satan would not be a thing. The reason god can't destroy Satan is because there's no story without Satan. It says that Satan must be released for a short time after 1000 years because they don't have the strength to hold him down. How do they get him back down? And that's very inconsistent because we Satan roaming around the Bible like nothing. In Job he really is just up in heaven chilling with god and was like, yo, you wanna make a bet? And then god let's him kill his family and servants.
The Bible was made by the elite back in the day for order and control. Think about it. Why would you fight in a war for your country if there was no after life? People willingly signed up to war because it was the thing that was going to get you into heaven. What about the poor? Oh, you're poor? It's better when you're dead, so don't worry about being poor.
The inconsistencies of the bible are numerous. To have the Ark make sense, it would need to be about 15x larger than it is and have the crew of at least 500. Imagine taking care of 30,000 animals. That's 60 animals per person. And if the Earth flood like it did in the bible, all of the water on earth would be salt water. But not only that, there is not enough water on Earth to flood it. If you released all of the water there was and thawed it all out, you'd lose about 20 miles of shoreline on each continent.
We are indoctrinated as children where we're sat down in Sunday school and told that if we don't love and obey this guy who we've never seen, he's going to BURN us for all eternity and you'll never see your friends or family again as you cry out in terror while being stabbed and burned alive forever and ever. It's stockholm syndrome 101. That's why it's so difficult to not believe. You might feel sick. Your cognitive dissonance will tell you I'm lying and it'll make up the most ridiculous lie to keep your original thoughts safe because that's what our brains do with conflicting information about any views. And you'll believe that BS.
//My notes//
• God is omnipotent so why can't he defeat Satan.
• If god is all knowing, why didn't god do something about Satan in the garden of Eden?
• If all things are as he planned, then he planned for Eve to steal and unleash sin.
• Jonah was in a whale for 3 MF days?
• Why do we fantasize so much about drinking and bathing in the blood of Christ?
• God gave us reasoning and logic, yet he's going to punish us for using that reasoning and logic?
• If anyone speaks out against the church, then it's Satan working through them to deceive them? Sounds like something a scammer would say "if anyone tries to tell you this is a bad deal, then that's because they're lying. They don't know what they're talking about."
• God loves us with all of his heart? Then how could he send his "children to hell" for reasons that are ultimately his fault. Would my parents torture me forever in a lake of fire? Absolutely not.
• Bible School is just indoctrinating children by mentally damaging them (stockholm syndrome) by telling them that this invisible god loves you, and that you'll spend eternity in paradise after you die from this shitty life; but only if you believe in him and undoubtedly do whatever he commands, if you don't, then you're never going to see your friends or family again while getting stabbed with pitchforks in a blazing inferno of everlasting fire and torture. But remember. HE LOVES YOU.
• We only believe in god because we're afraid of death. We want to believe it continues because it makes us uncomfortable if it doesn't, and we're uncomfortable in general not knowing if the universe recycles us; quantum physics suggests it does. (Just a side note, I'm much more comfortable knowing that I'll return to the abyss of nothingness, or potentially reliving my life in another dimension, or perhaps when the universe dies, it restarts)
• The pastopriest skips all over the Bible because if they read it out loud, people would start to realize how crazy it is.
• If Satan was real, he could easily fool us by coming to us in a different form disguised as jesus and deceive us all very hard. But, never once has he done anything remotely like that.
• God can't be all powerful if he can't stop a dude that can't even disguise himself to humans (see above) and he really can't be all powerful if he had to give his only son to "kind of" prevent sin. What the hell is that even? This guy can snap his fingers and create a universe, but needs to kill his son to eradicate sin?
• Everything that happens is according to God's plan. That's what everyone always says. So what's God's divine plan where he needs to give millions of kids cancer every year? Or have hundreds of thousands of humans raped every year? Why do some people's lives never get better even though they've prayed all of their life?
• Why do people pray if God has a plan for you? If you need something, it's going to happen or not whether or not you pray because it was already in the plan. Did he also plan for people not to believe he exists?
• Our minds are so powerful that we make up any excuse, scenario, or lie to keep our core thoughts in tact. If they're threatened, we go into defensive mode. Such situations would be "the devil is working through him to deceive others. He doesn't know what he's talking about. Well that's just plain not true. I never heard of that. Yeah, right. This person is really lost. I just choose not to believe what he's saying."
• Why did God make substances so addictive?
We believe in God because it helps us through hard times, or to have hope there's an after life. It's someone to comfort us in our head when things aren't going so well. But really, that inner voice was just you all along. And you know, it was very uncomfortable at first, but now I'm free from that torture and pressure. I use nearly every day to learn new computer skills because THIS is the only life I have, and I will waste it trying to do something great rather than hoping for an afterlife while waiting for death.
//End notes//
But I hope you heal and I hope you break free of that awful horrible religion. I studied the Bible for 16 years, and have read it front to back twice. It's 100% why THEY DON'T READ IT ALL THE WAY THROUGH. Haven't you wondered why they jump and skip whole sections in church. Because you're skipping over the eye opening material. Like, paying 100 silver shackles as a fine. Stoning a woman for having s•x. Lusting over a man's giant horse c•ck. That's seriously in there. Lol. But. Hope you get better! Take care.
submitted by Alehti to DeathByMillennial [link] [comments]

LMT: A Deep Dive

Edit 1: More ARKQ buying today (~50k shares). Thank you everyone for the positive feedback and discussion!
Bottom Line Up Front (BLUF) or TL;DR for the non-military types:
LMT is a good target if you want to literally go to the moon, and my PT is $690.26 in two years (more than 2x from current levels). Justification and some possible trade ideas are listed below, just CTRL-F “Trade Ideas”. I hope you guys enjoy this work and would appreciate any discussion or feedback. I hope to catch you in the comments.
Team,
We interrupt today’s regularly scheduled short squeeze coverage to discuss a traditionally boring stock, LMT (Lockheed Martin), with significant upside potential. To be clear, this is NOT a short squeeze target like many reddit posts are keying on. I hope that this piece sparks discussion, but if you are just looking for short squeeze content, all I have to say is BUY, HOLD, and GODSPEED.
The source of inspiration for me writing this piece is threefold; first, retail investors are winning, and I believe that we will continue to win if we continue to identify opportunities in the market. In my view, the stock market has always been a place for the public to shine a light on areas of innovation that real Americans are excited about and proud to be a part of. Online communities have stolen the loudspeaker from hedge fund managers and returned it to decentralized online democracies that quickly and proudly shift their weight behind ideas they believe in. In GME’s case, it was a blatant smear campaign to destroy a struggling business. I think that we should continue this campaign by identifying opportunities in the market and running with them. It may sound overly idealistic, but if reddit can take on the hedge funds, I non-ironically believe that we can quite literally take good companies researching space technology to the moon. I think LMT may be one of several stocks to help get us there.
Second, a video where the Secretary of State of Massachusetts argues that internet boards are full of a bunch of unsophisticated, thoughtless traders really ticked me off. This piece is designed to show that ‘the little guy’ is ready to get into the weeds, understand business plans, and outpace analysts that think companies like Tesla are overvalued by comparing them to Toyota. That is a big reason that I settled on an old, large, slow growth company to do a deep-dive on, and try my best to show some of the abysmal predictive analysis major ‘research firms’ do on even some of the most heavily covered stocks. LMT is making moves, and the suits on wall street are 10 steps behind. At the time of writing this piece, Analyst Estimates range from 330-460 (what an insane range).
Third, and most importantly, I am in the US military, and I think that it is fun to go deep into the financials of the defense sector. I think that it helps me understand the long-term growth plans of the DoD, and I think that I attack these deep-dives with a perspective that a lot of these finance-from-day-one cats do not understand. Even if no one ever looks at this work, I think that taking the time to write pieces like this makes me a better Soldier, and I will continue to do it in my spare time when I am feeling inspired. I wrote a piece on Raytheon Technologies (Ticker: RTX) 6 months ago, and I think it was well-received. I was most convicted about RTX in the defense sector, but I have since shifted to believing LMT is the leader in the defense space. I am long both, though. If this inspires anyone else to do similar research on other companies, or sparks discussion in the community, that is just a bonus. Special shout-out to the folks that read more than just the TL;DR, but if you do just read the TL;DR, I love you too!
Now let us get into it:
Leadership
I generally like to invest in companies that are led by people that seem to have integrity. Jim Taiclet took the reins at LMT in June of last year. While on active duty, he served as a C-141B Starlifter pilot (a retired LMT Aircraft). After getting out he went to work for the American Tower Corporation (Ticker: AMT). His first day at American Tower was September 10, 2001. The following day, AMT lost 13 employees in the World Trade Center attack. He stayed with the company, despite it being decimated by market uncertainty in the wake of 9/11. He was appointed CEO of the very same company in 2004. Over a 16 year tenure as CEO of AMT the company market cap 20x’d. He left his position as CEO of AMT in March of last year, and the stock stagnated since his departure, currently trading at roughly the same market cap as to when he left.
Jim Taiclet was also appointed to be the chairman of the board this week, replacing the previous CEO. Why is it relevant that the CEO came from a massive telecommunications company?
Rightfully, Taiclet’s focus for LMT is bringing military technology into the modern era. He wants LMT to be a first mover in the military 5G space, military application of AI space, the… space space, and the hypersonic glide vehicle (HGV) space. These areas are revolutionary for the boomer defense sector. We will discuss this in more detail later when we cover the company’s P/E multiple and why it is absolute nonsense.
It is not a surprise to me that they brought Taiclet on during the pandemic. He led AMT through adversity before, and LMT’s positioning during the pandemic is tremendous relative to the rest of the sector, thanks in large part to some strong strategic moves and good investments by current and past leadership. I think that Taiclet is the right CEO for the job.
In addition to the new CEO, the new Secretary of Defense, Secretary Lloyd Austin, has strong ties to the defense sector. He was formerly a board member for RTX. He is absolutely above reproach, and a true leader of character, but I bring this up not to suggest that he will inappropriately serve in the best interest of defense contractors, but to suggest that he speaks the language of these companies effectively. I do not anticipate that the current administration poses as significant of a risk to the defense sector as many analysts seem to believe. This will be expanded in the headwinds section below.
SPACE
Cathie Wood and the ARK Invest team brought a lot of attention to the space sector when the ARKX, The ARK Space Exploration ETF, Form N-1A was officially filed through the SEC. More recently, ARK Invest published their Big Ideas 2021 Annual Report and dedicated an entire 7-page chapter to Orbital Aerospace, a new disruptive innovation platform that the ARK Team is investigating. This may have helped energize wall street to re-look their portfolios and their investments in space technology, but it was certainly not the first catalyst that pushed the defense industry in the direction of winning the new space race.
In June 2018, then President Trump announced at the annual National Space Council that “it is not enough to merely have an American presence in space, we must have American dominance in space. So important. Therefore, I am hereby directing the Department of Defense (DoD) and Pentagon to immediately begin the process necessary to establish a Space Force as the sixth branch of the Armed Forces". Historically, Department of Defense space assets were under the control of the Air Force. By creating a separate branch of service for the United States Space Force (USSF), the DoD would allocate a Chairman of Space Operations on the Joint Chiefs of Staff and clearly define the budget for space operations dedicated directly to the USSF. At present, this budget is funneled from the USAF’s budget. The process was formalized in December of 2019, and the DoD has appropriated ~$15B to the USSF in their first full year of existence according to the FY21 budget.
Among the 77 spacecraft that are controlled by the USSF, 29 of them are Lockheed Martin GPS satellites, 6 of them are Lockheed Martin Space-Based Infrared Systems (SBIRS), and LMT had a hand in creating and/or manufacturing for several of the other USSF efforts. The Next Generation Overhead Persistent Infrared Missile Warning Satellites (also known as Next-Gen OPIR) were contracted out to both Northrup Grumman (Ticker: NOC) and LMT. LMT’s contract is currently set at $4.9B, NOC’s contract is set at $2.37B.
Tangentially related to the discussion of space is the discussion of hypersonic glide vehicles (HGVs). HGVs have exoatmospheric and atmospheric implications, but I think that their technology is extremely important to driving margins down for both space exploration and terrestrial point-to-point travel. LMT is leading the charge for military HGV research. They hold contracts with the Navy, Air Force, and Army to develop HGVs and hypersonic precision fires. The priority for HGV technology accelerated significantly when Russia launched their Avangard HGV in December of 2019. Improving the technology for HGVs is a critical next-step in maintaining US hegemony, but also maintaining leadership in both terrestrial and exoatmospheric travel.
LARGE SCALE COMBAT OPERATIONS (LSCO)
The DoD transitioning to Large-Scale Combat Operations (LSCO) as the military’s strategic focus. This is a move away from an emphasis on Counter-Insurgency operations. LSCO requires effective multi-domain operations (MDO), which means effective and integrated strategies regarding land, sea, air, space, and cyberspace. To have effective MDO, the DoD is seeking systems that both expand capabilities against peer threats and increase the ability to track enemy units and communicate internally. This requires a modernizing military strategy that relies heavily on air, missile, and sensor modernization. Put simply, the DoD has decided to start preparing for peer or near-peer adversaries (China, Russia, Iran, North Korea) rather than insurgencies. For this reason, I believe that increased Chinese and Russian tensions are, unfortunate as it may be, a boon to the defense industry. This is particularly true in the missiles/fires and space industry, as peer-to-peer conflicts are won by leveraging technological advantages.
There are too many projects to cover in detail, but some important military technologies that LMT is focusing on to support LSCO include directed energy weapons (lasers) to address enemy drone technology, machine learning / artificial intelligence (most applications fall under LMT’s classified budget, but it is easy to imagine the applications of AI in a military context), and 5G to increase battlefield connectivity. These projects are all nested within the DoD’s LSCO strategy, and position LMT as the leader in emergent military tech. NOC is the other major contractor making a heavy push in the modernization direction, but winners win, and I think a better CEO, balance sheet, and larger market cap make LMT the clear winner for aiding the DoD in a transition toward LSCO.
SECTOR COMPARISON (BACKLOG)
The discussion of LSCO transitions well into the discussion of defense contractor backlogs. Massive defense contracts are not filled overnight, so examining order backlogs is a relatively reliable way to gauge the interest of the DoD in a defense contractor’s existing or emerging products. For my sector comparison, I am using the top 6 holdings of the iShares U.S. Aerospace & Defense ETF (Ticker: ITA). I hate this ETF, and ETFs like it (DFEN) because of their massively outsized exposure to aerospace, and undersized allocation to companies like LMT. LMT is only 18% smaller than Boeing (Ticker: BA) but is only 30.4% of the exposure of BA (18.46% of the fund is BA, only 5.62% of the fund is LMT). Funds of this category are just BA / RTX hacks. I suggest building your own pie on a site like M1 Finance (although they are implicated in the trade restriction BS… please be advised of that… hoping other brokerages that are above board will offer similar UIs like the pie design… just wanted to be clear there) if you are interested in the defense sector.
The top 6 holdings of ITA are:
Boeing Company (Ticker: BA, MKT CAP $110B) at 18.46%
Raytheon Technologies (Ticker: RTX, MKT CAP $101B) at 17.84%
Lockheed Martin (Ticker: LMT, MKT CAP $90B) at 5.62%
General Dynamics Corporation (Ticker: GD, MKT CAP $42B) 4.78%
Teledyne Technologies Incorporated (Ticker: TDY, MKT CAP $13B) at 4.74%
Northrop Grumman Corporation (Ticker: NOC, MKT CAP $48B) at 4.64%
As a brief aside, please look at the breakdowns of ETFs before buying them. The fact that ITA has more exposure to TDY than NOC and L3Harris is wild. Make sector ETFs balanced how you want them to be balanced and it will be more engaging, and you will likely outperform. I digress.
Backlogs for defense companies can easily be pulled from their quarterly reports. Here are the current backlogs in the same order as before, followed by a percentage of their backlog to their current market cap. All numbers are pulled from January earning reports unless otherwise noted with an * because they are still pending.
Boeing Company backlog (Commercial: $282B, Defense: $61B, Foreign Military Sales (FMS, categorized by BA as ‘Global’): 21B, Total Backlog 364B): BA’s backlog to market cap is a ratio of 3.32, which is strong, but most of that backlog comes from the commercial, not the defense side. Airlines have been getting decimated, I am personally not interested in having much of my backlog exposed to commercial pressures when trying to invest in a defense play. Without commercial exposure, their defense only backlog ratio is .748. This is extremely low. I understand that this does not do BA justice, but I am keying in on defense exposure, and I am left thoroughly unsatisfied by that ratio. Also, we have seen several canceled contracts already on the commercial side.
Raytheon Technologies backlog (Defense backlog for all 4 subdivisions: 67.3B): Raytheon only published a defense backlog in this quarter’s report. That is further evidence to me that the commercial aerospace side of the house is getting hammered. They have a relatively week backlog to market cap as well, putting them at a ratio of .664, worse off than the BA defense backlog.
Lockheed Martin backlog (Total Backlog: $147B): This backlog blows our first two defense backlogs out of the water with a current market cap to backlog ratio of 1.63.
General Dynamics Corporation backlog (Total Backlog: $89.5B, $11.6B is primarily business jets, but it is difficult to determine how much of their aerospace business is commercial): Solid 2.13 ratio, still great 1.85 if you do not consider their aerospace business. The curveball here for me is that GD published a consolidated operating profit of $4.1B including commercial aerospace, whereas LMT published a consolidated operating profit of $9.1B. This makes the LMT ratio of profit/market cap slightly in favor of LMT without accounting for the GD commercial aerospace exposure. This research surprised me; I may like GD more than I originally assumed I would. Still prefer LMT.
Teledyne Technologies Incorporated backlog (Found in the earnings transcript, $1.7B): This stock is not quite in the same league as the other major contractors. This is an odd curveball that a lot of the defense ETFs seem to have too much exposure to. They have a weak backlog, but they are a smaller growing company. I am not interested in this at all. It has a backlog ratio of .129.
Northrop Grumman Corporation backlog ($81B): Strong numbers here. I see NOC and LMT as the two front-runners in the defense sector. I like LMT more because I like their exposure to AI, 5G, and HGVs more than NOC, but I think this is a great alternative to LMT if you like the defense sector. Has a ratio of 1.69, slightly edging out LMT on this metric. LMT edges out NOC on margins by ~.9%, though, which has significant implications when considering the depth of the LMT backlog.
The winners here are LMT, GD, and NOC. BA is attractive if you think anyone will have enough money to buy new planes. BA and RTX are both getting hammered by commercial aerospace exposure right now and are much more positioned as recovery plays. That said, LMT and NOC both make money now, and will regardless of the impact of the pandemic. LMT is growing at a slightly faster rate than NOC. Both are profit machines, but I like LMT’s product portfolio and leadership a lot more.
FREE CASH FLOW
Despite the pandemic, LMT had the free cash flow to be able to pay a $2.60 per share dividend. This maintains their ~3% yearly dividend rate. They had a free cash flow of $6.4B. They spent $3.9 of that in share repurchases and dividend payouts. That leaves 40% of that cash to continue to strengthen one of the most stalwart balance sheets outside of big tech on the street. Having this free cash flow allowed them to purchase Aerojet Rocketdyne for $4.4B in December. They seem flexible and willing to expand and take advantage of their relative position during the pandemic. This is a stock that has little downside risk and significant upside potential. It is always reassuring to me to know that at the end of the day, a company is using its profit to continue to grow.
HEADWINDS
New Administration – This is more of an unknown than a headwind. The Obama Administration was not light on military spending, and the newly appointed SecDef is unlikely to shy away from modernizing the force. Military defense budgets may get lost in the political shuffle, but nothing right now suggests that defense budgets are on the chopping block.
Macroeconomic pressure – The markets are tumultuous in the wake of GME. Hedgies are shaking in their boots, and scared money weighed on markets the past week. If scared money continues to exert pressure on the broader equity markets, all boomer stocks are likely weighed down by slumping markets.
Non-meme Status – The stocks that are impervious to macroeconomic pressures in the above paragraph are the stonks that we, the people, have decided to support. From GME to IPOE, there is a slew of stonks that are watching and laughing from the green zone as the broader markets slip deeper into the red zone. Unless sentiment about LMT changes, I see no evidence that LMT will remain unaffected by a broader economic downturn (despite showing growth YoY during a pandemic).
TAILWINDS
Aerojet Rocketdyne to the Moon – Cathie Wood opened up a $39mil position in LMT a few weeks ago, and this was near the announcement of ARKX. The big ideas 2021 article focuses heavily on satellite technology, deep learning, and HGVs. I think that the AR acquisition suggests that vertical integration is a priority for LMT. They even fielded a question in their earnings call about whether they were concerned about being perceived as a monopoly. Their answer was spot on—the USFG and DoD have a vested interest in the success of defense companies. Why would they discourage a defense contractor from vertical integration to optimize margins?
International Tensions – SolarWinds has escalated US-Russia tensions. President Biden wants to look tough on China. LSCO is a DoD-wide priority.
5G.Mil – We still do not have a lot of fidelity on what this looks like, but the military would benefit in a lot of ways if we had world-wide access to the rapid transfer of encrypted data. Many units still rely on Vietnam-era technology signal technology with abysmal data rates. There are a lot of implications if the code can be cracked to win a DoD 5G contract.
TRADE IDEAS
Price Target: LMT is currently at a P/E of ~14. Verizon has roughly the same. LMT’s 5-year P/E ratio average is ~17. NOC is currently at a P/E of ~20. TSLA has a P/E Ratio of 1339 (disappointingly not 1337). P/E is a useless metric because no one seems to care about it. My point is that LMT makes a lot of money, and other companies that are valued at much higher multiples do not make any money at all. LMT’s P/E ratio is that of a boomer stock that has no growth potential. LMT’s P/E is exactly in line with the Aerospace and Defense Industry P/E ratio standard. LMT’s new CEO is pushing the industry in a new direction. I will arbitrarily choose a P/E ratio of 30, because it is half of the software industry average, and it is a nice round number. Plus, stock values are speculative and nonsense anyway.
Share price today: $321.82
Share price based on LMT average 5-year P/E: $384.08 (I see this as a short term PT, reversion to the mean)
Share price with a P/E of 30: $690.26
Buy and Hold: Simple. Doesn’t take much thought. Come back in a year or two and be happy with your tendies (and a few dividends to boot).
LEAPS Call Debit Spread (Based on last trade prices): Buy $375 C 20 JAN 23 for $26.5, Sell $450 C 20 JAN 23 for $12. Total Cost $14.5 for a spread width of $75. Max gain 517% per spread. Higher risk strategy.
LEAPS: Buy $500 C 20 JAN 23 for $7.20. Very high-risk strat. If the price target is hit within two years, these would be in the money $183 per contract for a gain of 2500%. This is the casino strat.
SOURCES
https://www.lockheedmartin.com/en-us/news/features/2020/james-taiclet-from-military-pilot-to-successful-ceo.html
https://www.warren.senate.gov/newsroom/press-releases/in-response-to-senator-warrens-questions-secretary-of-defense-nominee-general-lloyd-austin-commits-to-recusing-himself-from-raytheon-decisions-for-four-years
https://news.lockheedmartin.com/2019-08-30-Lockheed-Martins-Expertise-in-Hypersonic-Flight-Wins-New-Army-Work
https://www.lockheedmartin.com/en-us/capabilities/hypersonics.html
https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/White_Papers/ARK%E2%80%93Invest_BigIdeas_2021.pdf?hsCtaTracking=4e1a031b-7ed7-4fb2-929c-072267eda5fc%7Cee55057a-bc7b-441e-8b96-452ec1efe34c
https://www.deseret.com/2018/6/19/20647309/twitter-reacts-to-trump-s-call-for-a-space-force
https://comptroller.defense.gov/Portals/45/Documents/defbudget/fy2021/fy2021_Budget_Request_Overview_Book.pdf
https://www.airforcemag.com/lockheed-receives-up-to-4-9-billion-for-next-gen-opir-satellites/
https://spacenews.com/northrop-grumman-gets-2-3-billion-space-force-contract-to-develop-missile-warning-satellites/
https://www.lockheedmartin.com/en-us/capabilities/directed-energy/laser-weapon-systems.html
https://emerj.com/ai-sector-overviews/lockheed-martins-ai-applications-for-the-military/
https://www.defenseone.com/business/2020/07/new-ceo-wants-lockheed-become-5g-playe167072/
https://www.wsj.com/articles/defense-firms-expect-higher-spending-11548783988
https://www.etf.com/ITA#efficiency
https://s2.q4cdn.com/661678649/files/doc_financials/2020/q4/4Q20-Presentation.pdf
https://investors.rtx.com/static-files/dfd94ff7-4cca-4540-bc4b-4e3ba92fc646
https://investors.lockheedmartin.com/static-files/64e5aa03-9023-423a-8908-2aae8c7015ac
https://s22.q4cdn.com/891946778/files/doc_financials/2020/q4/GD_4Q20_Earnings_Highlights-Outlook-Final.pdf
https://www.fool.com/earnings/call-transcripts/2021/01/27/teledyne-technologies-inc-tdy-q4-2020-earnings-cal/
https://investor.northropgrumman.com/static-files/6e6e117f-f656-4c68-ba7f-3dc53c2dd13a
submitted by Estri_Grobbulus to investing [link] [comments]

[Fluff] We got the rottie!

For the past year, there’s been a rottie chained up at a house across the street from an elementary. A friend of mine who also works in rescue has been doing everything in her power to rescue this boy, to no avail.
He’s chained up to a tree with about 3 feet of space to move. He has an empty calf shed for shelter and a bucket for water. We suspect he was fed scraps as that’s what these people do.
Unfortunately, because of the area we live in, animal control refused to do anything. They only require they have shelter and water. They don’t even ask about vaccines!
My friend has left notes and on Friday dropped off a packet of information about what temperatures are safe for Rottweilers and what they should eat, etc. and left her phone number, begging him to let her have the dog, even saying she’ll pay (which she never does).
Well when I drove by today there was a sign that said “rott for sale”. I immediately took a picture and sent it to my friend, then sped to my work at a rescue to ask my boss if I could go get him. She said of course.
When we got there, he asked for $1000. My heart literally stopped. Luckily, my friend had just pulled in and she’s actually done this before. She asked if he’d been vetted. The guy said yes, he had ACA papers (not even AKC, and they hadn’t even been sent in so they mean nothing). She said “no, vet papers.” The man looked at her blankly. “Has he ever seen a doctor? Vaccines? Neuter?” The guy shrugged and said no. She asked how old he was, and he said almost 4 (which is wrong, he’s almost 5). We asked his name and he ignored the question. Asked again and he said “Oh uh... Buster.” I totally think he made it up on the spot. Asked if he was good with people and he shrugged and said “He’s never bitten anyone that I know of.”
This poor dog had lived five years on a 3 foot chain, had no human interaction, was skin and bones, fed trash and was left with a frozen water bucket, and this piece of trash wanted $1000 for him. Thankfully, we got him to lower his price, and we loaded Buster up and sped away.
Buster will never be on a chain again. From now on he’ll only know love and warmth and a full belly. Despite what he’s been through, you can tell he wants love. His little tail never stopped wagging. We’re going to get him vetted and fixed, and once we get some weight on him we’ll be looking for his forever home. I’m just so damn happy he’s finally safe.
Update: his name will be changing to Martin, in honor of MLK. Only fitting as he was saved on MLK day!
Dog tax
submitted by EndOfTheLine142 to dogs [link] [comments]

what does yo mean from a guy video

If a guy says this, he might actually mean it… as in it’s not you, it’s him because he’s a huge douche who’s too chicken to actually tell you what he’s feeling. “I’m fine.” This is exactly the same as a woman saying it. 31. Does he stammer, stutter, or become awkward in a conversation with you? This could mean that he feels shy or self-conscious around you. When a guy likes you, it’s common that he gets a bit extra awkward or stutters when talking to you. That’s because he gets uncomfortable and doesn’t want to mess up in front of you. It’s kind of ... This doesn't necessarily mean he wants a relationship, but it does mean he values you. 12. He gets protective over you—but not in a misogynistic way. Misogynistic tendencies are red flags you should not ignore—let those red flags guide you far, far away from Mr. Chauvinism. But if he is gently protective of you, he'll try to make sure you ... When a guy calls you hot, you automatically think he is calling you the equivalent of sexy, or thinking about just one thing, but that may not be true. Since the titles have different meanings, it can be complicated trying to understand what all “hot” can mean and what he is actually trying to say to you. If a guy has been teasing you then you might be wondering why and what it might mean about the way that he feels about you. This post will show you a number of reasons why he might tease you and why other guys might do it as well in the future. So I've had a crush on this guy and we hardly ever talk because we kinda just met. He's come up to talk to me a few times and we make eye contact alot. The other day on facebook out of the blue he sends me a message saying "yo". I was away from my computer at the time so was unable to reply. What does this mean? Like I understand it's just a greeting but it seems to me that maybe he is nervous ... According to the Urban Dictionary, munanyo means “a word that no one knows the meaning to”.Click here if you want to know more with the examples given by the UD.. That is all we have guys! It’s a word that nobody knows what it means. A case could be made that one can just ignore the meaning and enjoy the videos. Actually, what does it mean when a guy hugs you first? Now, Let’s try to find out the psychology behind a guy’s hugging you before you have had a chance to hug him first. 3 Psychological Reasons why he may hug you: • The greeting hug – The greeting hug is a hug that acknowledges your presence in a crowd. It is mostly obligatory in ... If a guy does one of these things, it probably doesn't mean much; if he does 4 or 5 of them, then there's a good chance he likes you. Not a guarantee, but a good chance. You just have to know what ... The signs a guy likes you (even loves you) may be obvious, subtle, or somewhere in between. If you go into the dating world assuming that he does like you, that he is interested, and that you do have a chance together, your odds of finding a relationship skyrocket.

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what does yo mean from a guy

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