PP
The Meet Kevin Pricing Power ETF
stock NYSE

you’re doing fine. The Nifty 50 today is still below Sept 2024 and PP is pretty deep into the Nifty 50 which is the biggest chunk of your portfolio. When the market as a whole picks up, so will your portfolio

PROOF: https://imgur.com/a/3dG2nEj
Anything purchased today, will ship Monday, August 3rd at the latest.
Thanks for stopping by. I will entertain reasonable offers. That being said, please be respectful when making an offer. I will respond to messages in the order I receive them, priority given to BIN comments.
$5 USPS Ground shipping on all purchases, Priority and Insurance at buyers expense. I have reviewed the META on shipping and operate in accordance to the rules and guidance posted by the mods of this great community. My shipments are packaged with the utmost care possible! I have 2FA activated.
Additional pics can be sent upon request.
***THE GOODS***
**Morgan Dollar -** ***Strong CAC candidate!!!***
1903 Morgan - MS66 PCGS: $550
**Gold Buffalo - 2 available**
2024 1oz Buffalo in Assay: $4165/ea
Payment methods in order of preference: ZELLE, PP (feeless), Venmo, CashApp.
END OF POST

PP has no shame in enabling and encouraging this guy's genuinely real mental illness if he thinks it'll bring in some viewers and donations. Because he's a low life scumbag.

The R nominee was on the PP Show as a guest of Plootfest

Yes, passphrase (PP) is always best practice when done right. BUT DO NOT RUSH. Seed phrases generated with the Jade Plus are 100% safe. PP are quite complex and if you stuff up you will lose all your Btc.

I want a chonky pocket piece and the old 36mm gorditas (1982–95) are exactly the right heft. Not looking for a nice one — it's going in my pocket to get fidgeted into a polished slick, so a clean coin is just a coin I'm going to ruin.
Nicked rim, scratches, harsh clean, stains, ugly toning, PVC, somebody's abandoned pocket piece — all pluses. I don't want to wear down anything scarce.
Payment via Venmo, Zelle or PP. May request PPG&S or MM depending on flair.
If you've got one in the "too ugly to list" pile, it's got a home.

I stand corrected. Never doubt the wisdom of PP.

OP had intentionally missed out key parts of what Microsoft executives said on the call.
The full text of what was said - unedited but with my highlights:
>"Effective at the start of FY27, we are extending the estimated useful lives of our datacenters and office buildings, from 15 to 25 years, reflecting our operating history and expected use of these assets. The impact of this update is reflected in today's guidance.  
>This change affects only the timing of future depreciation and is expected to have a **minimal benefit to FY27 operating income.** The greater impact is on capital expenditures as more of our future datacenter leases will shift from finance leases to operating leases as a result of this update. Finance leases are included in capital expenditures while operating leases are not. **Outside of this useful life impact, our calendar year 2026 CapEx investment expectations remain unchanged.** However, the shift from finance to operating leases adjusts our expectation to approximately $175 billion\*."
The total amount of actual CapEx is UNCHANGED.
What OP didn't seem to know is Microsoft has been disclosing two separate CapEx numbers each quarter - one being Cash Paid for PP&E and other being Finance Leases. (e.g. FY26Q4 CapEx of $41bn was the sum fo $35.8bn of Cash Paid for PP&E and $5.6bn for Finance Leases.) The latter is non-cash and is NOT on the cashflow statement. The reclassification simply turns something that was not on the C/F statement to something else that is also not on the cashflow statement (specifically, the creation of Right-of-Use Assets, Operating Lease Liabilities and Other Current Liabilities.)
\* CY2026 CapEx expectation was $190bn.

I think if anyone in apedom gives me straight sociopath vibes, it's PP.

I believed PP to be a true believer for a lot longer than most, but at this point I don't think he possibly could be. He doesn't have the fire in his heart that guys like Jake, Sal and Third Reich Mike do. He basically pops up every other week to say "we won guys" for the 600th time then vanishes again, very occasionally bothering to go on longer (but still incredibly low effort) spiels as seen here. That said, I do still think he held a substantial BBBY position into cancellation. Nothing close to what he's claimed, but not nothing, either. The guy is *painfully* fucking stupid.

What is the consensus among ape watcher regarding PP, is he a grifter or a true believer? Or a grifting true believer?

"Some poor kid, reading this shit, and agreeing with it, and then they sell their position!"
Thanks GOD for the Meltdown sub, eh PP? That poor kid at least got out with something lol.

Meltdown throwback: Marantz dunks on PP in rare moment of coherence

To be fair, PP is right about one thing: it would take divine intervention for their shares to pay out at this point.

Their current PP&E is around 135B in U.S. dollars, there pledging to spend around 260B in manufacturing build out in the U.S.. Along with other global assets this company is doing everything I want it to do to de risk the China threat.

so by 4:00:00 close? not 4:15:00 or 5:30:00?
to balance / PP yeah I really don't 🎯
Acc balance is like 20k. Now it sits at 25k. PP is like 150k due to IBKR pro. so I'm getting exercised by around 2 sets for buy 661 and now sitting at 666 which is around 100x5? and the rest gets trashed or getting full stack of 25? since my acc balance got way higher

I just don’t think the sentiment is going to stay like this for long because the math is just there.
If he cares about current earnings and cash flow, he could just zero out the $30B in spending and rent out the $220B of PP&E on the books tomorrow to recover his investment.
I actually liked that he pointed out that analyst should see their compute inventory as a portfolio because that’s very much what it is. These are not stranded assets.

Save that kind of work for the experts at PP investigative Services

Proof: [https://coindex.app/a/4WykRS](https://coindex.app/a/4WykRS)
**SCROLL THE FULL ALBUM!** [**https://coindex.app/a/TITH5G**](https://coindex.app/a/TITH5G)
I have an impersonator on here - I will NEVER initiate a chat (that means YOU must initiate the chat)
**BIN INSTRUCTIONS:** If you bin, please include the bin specifics in the final line of your chat request message - when it's busy I see the chats first, so if it's only in the comments I may not see it before selling to someone else.
Please be patient on chats - I will eventually get to everyone. Previous buyers and bins get priority. Just make sure I can see your bin in the chat request (last line of the chat message should look something like "BIN 2025 Libertad").
*\*\*\* All Items Sigma Verified \*\*\**
***\*\*\* GOLD \*\*\****
**Coins**
[1989 1/25 oz Isle of Man Persian Cat](https://coindex.app/a/DVAh8k) \- **$270**
[1991 1/25 oz Isle of Man Norwegian Forest Cat](https://coindex.app/a/UfLmaF) \- **$270**
[2021 T2 1/10 oz AGE](https://coindex.app/a/eSRT3F) \- **$440**
[2014 1/10 oz AGE MS70 NGC](https://coindex.app/a/hpToxk) \- **$455**
[1945 Dos Pesos](https://coindex.app/a/vZjxsQ) \- **$230** (2 available)
[2025 1/10 oz Aus Lunar Snake (colorized)](https://coindex.app/a/CBfkbM) \- **$540**
[2015 1/20 oz Aus Lunar Goat](https://coindex.app/a/kSSwnD) \- **$255**
[2019 1/20 oz Aus Lunar Pig](https://coindex.app/a/XPRUje) \- **$255**
[2025P 1/4 oz Kangaroo NGC MS70](https://coindex.app/a/C6PPaZ) \- **$1100**
**Bullion**
[1g Pamp Fortuna](https://coindex.app/a/5V3nFQ) \- **$140** (25 available)
[1g Pamp Lunar Horse](https://coindex.app/a/Xva9U7) \- **$145** (25 available)
[1g Pamp Diwali](https://coindex.app/a/w3BbKI) \- **$165** (10 available)
[2.5g Istanbul Goldgram](https://coindex.app/a/6NILrf) \- **$365**
[2.5g Pamp USA250](https://coindex.app/a/0uj0NN) \- **$400**
[5g Pamp Fortuna](https://coindex.app/a/wD8ysg) \- **$710**
[5g Pamp Buddha](https://coindex.app/a/XXEao2) \- **$750**
[10g Pamp Fortuna](https://coindex.app/a/y0rngz) \- **$1400**
[1/2 oz Pamp Rosa](https://coindex.app/a/Csi0dk) \- **$2300**
***\*\*\* SILVER \*\*\****
**American**
[2019-P Apollo 11th 50th Anniv. 5 oz High Relief PR69DCAM](https://coindex.app/a/ur2CbQ) \- **$440**
[2021 ASE Proof w/ Box & CoA](https://coindex.app/a/O4IwWa) \- **$85**
[2023 ASE Proof w/ Box & CoA](https://coindex.app/a/KRh2Qr) \- **$85**
[1987 ASE NGC MS69](https://coindex.app/a/Rk9rxd) \- **$75**
[1988 ASE NGC MS69](https://coindex.app/a/OYocXG) \- **$75**
[2007 ASE NGC MS69 Early Release](https://coindex.app/a/f29LDS) \- **$75**
**Foreign Sovereign**
[2015 Australia 1 oz High Relief 3 Coin Set](https://coindex.app/a/uRYltv) \- **$350**
Koala, Kookaburra, Kangaroo - super cool set, see pics!
[2003 1 oz Libertad (toned)](https://coindex.app/a/yU6aWr) \- **$105**
[1 oz Pandas](https://coindex.app/a/6tVtvi) \- **$85** (only 2x 2015 still available)
[2025 Kookaburra](https://coindex.app/a/y5iTX1) \- **$75** (7 available)
[2026 Kookaburras](https://coindex.app/a/SN6PtM) \- **$75** (3 available)
[2026 Perth Lunar Dragon Bar](https://coindex.app/a/wza0hV) \- **$72** (8 available)
[2025 Pink Sparkly Fiji Unicorn in Scottsdale Assay](https://coindex.app/a/qzhDAl) \- **$99**
[2008 Canada Vancouver Olympics MS69 NGC](https://coindex.app/a/Qrg0TF) \- **$75** (milky)
**Bullion**
[10 oz Engelhard 7th Series P cast back](https://coindex.app/a/A9KaPP) \- **$800**
[10 oz US Assay Bar](https://coindex.app/a/tATdzQ) \- **$640**
[10g Valcambi Bar in airtite](https://coindex.app/a/Twi9QU) \- **$25** (4 available)
***\*\*\* PLATINUM \*\*\****
[1983 Engelhard Platinum Prospector](https://coindex.app/a/Zpf2IA) \- **$2450**
[20g Valcambi Platinum in assay](https://coindex.app/a/VfCy3p) \- **$1200**
***\*\*\* SIGMA \*\*\****
**Sigma Metalytics - Sigma PMV Pro with External Bridge** \- Model SM2701-rh
Brand new in box, factory sealed. Includes original 2-year warranty. Originally purchased by me directly from Sigma. Includes two onboard sensors, three want attachments, and external bridge, which can test up to 100 oz silver bars.
**Price: $3,450 + actual ship cost** \- This is the **below** the price that Sigma is currently selling it at - and without the 3 to 4 months wait.
**\*\*\***
**PRICES: I do my best to list what I believe is FAIR and COMPETITIVE, and therefore FIRM.**
**Payment** (no notes please, emoji if required):  Zelle (preferred), Paypal F&F, Venmo F&F, USDC crypto, additional options available for larger amounts.  PP or Venmo paid G&S will be refunded & order canceled.
**Shipping**:  **$7 to $9 ground advantage / $11 priority / $25 insured signature priority**
See this link for shipping details & descriptions: [https://coindex.app/a/xCdDhI](https://coindex.app/a/xCdDhI)
My liability for lost packages is 50%, capped at $500, and ends when marked "delivered." 
I have no expertise in grading, be your own judge based on the photos, please ask for more detailed photos of anything you want a clearer picture of. Coins are not new and often have scratches, scuffs, spots, etc. so make sure you look first to your satisfaction!
My account has 2fa enabled, strong passwords, and you must comment before I accept a chat invite.
Please check my [feedback](http://old.reddit.com/r/pmsfeedback/search?q=stillwaters23&sort=new&restrict_sr=on&t=all) \- I offer verified metals, quick shipping, good communication, very secure packing, and I'm always happy to answer questions, whether about my listings or anything else, so please don't hesitate to ask.

I honestly just one someone to point out if I’m not seeing this correctly.
I’m at 22 forward, assuming:
1) No future revenue growth
2) Depreciate their entire PP&E over 5 years, I even added an extra $6B annualized
3) I’ve assumed the $3B in legal costs and severance will continue annexed at $6B
In reality this thing is like what, 17/18 forward if you adjust for 2 and 3…. Possibly much lower if I dive into variable costs and assume they get say 20-25% revenue growth?