I have never seen a bigger echo chamber than crypto bros. Brov you coin has 7000 P/E

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Check out the Bobiverse series by Dennis E. Taylor!

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B…E…R…R…F…U…K 👻

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# The stock market is EXTREMELY cheap rn. Dude GOOGL selling at 25 for forward p/e with insane financial stability and growth. We should be at 800 or higher. STOCKS are too cheap. # tltr: bers = ghey

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You e-mail might just have been washed up in an earlier hack and someone bought a new set and is trying to access confirmed accounts? Might wanna look here [https://haveibeenpwned.com/](https://haveibeenpwned.com/) Generally speaking you could consider it a good sign. Whoever tries to brute force into your account didn´t guess your password yet. Also puts on gmail for not recognizing such an attack. You are probably by far not the only one.

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DD: Permian Resources ($PR) – Delaware Basin Pure-Play With Room To Run ⸻ Intro Permian Resources (ticker: PR) isn’t some random E&P chasing scattered acreage. They’re the largest pure-play operator in the Delaware Basin, which is the western half of the Permian Basin (West Texas + Southeast New Mexico). If you’ve followed shale at all, you know the Delaware is the crown jewel — some of the best rock in North America, stacked pay zones, great infrastructure, and tons of room to drill. PR has been growing into this position through smart acquisitions and strong operational execution, and right now they look set up to benefit from both scale and efficiency. ⸻ Why Care? 1. Acreage & Focus – Over 470,000 net acres in the Delaware Basin, all contiguous and in the “core of the core.” They don’t waste time on fringe plays. 2. Low Costs – They’ve been steadily bringing down lease operating expenses and drilling costs. That’s crucial in shale, because cost creep kills margins when oil dips. 3. Acquisition Game – PR just bought $600M worth of acreage and wells from APA in New Mexico. This wasn’t random land grab — it’s right next door to PR’s existing operations, meaning they can slot it in seamlessly. 4. Production Growth – That deal and ongoing development allowed PR to raise their 2025 oil production guidance to ~178,500 barrels per day. More oil, same infrastructure, same crews = more cash per dollar spent. 5. Shareholder Returns – Base dividend of $0.60 annually (~4% yield). They also buy back stock opportunistically when it trades cheap. ⸻ The APA Bolt-On This deserves its own section. In June, PR closed a deal with APA (Apache’s parent) to acquire ~13,000 net acres and ~12,000 barrels of daily production. Why it matters: • The acreage is directly next to PR’s current blocks in Lea and Eddy counties (New Mexico side of the Delaware). • Integration is straightforward — same crews, pads, and infrastructure. • Production bumps up right away, without them needing to drill new wells. Most acquisitions in shale destroy value because they’re expensive or far from your core. This one is the opposite: it’s accretive to cash flow and strengthens PR’s position as the top Delaware Basin operator. ⸻ Financial Health PR isn’t over-levered. Net debt is about 1x EBITDA, which is conservative compared to peers. They also just got an investment-grade rating, which lowers their cost of borrowing. That matters if oil gets volatile again — they won’t be forced into fire sales or equity raises. They’ve been printing solid free cash flow each quarter, even at mid-$60s oil. That means the base dividend is safe, and there’s room for buybacks and debt paydown. ⸻ Oil Price Sensitivity This isn’t magic — PR still lives and dies by oil prices. If WTI drops back into the 50s, free cash flow takes a hit. But because their acreage is in the Delaware core, they can survive downturns better than most peers. At $75 oil (a reasonable mid-cycle number), PR throws off well over a billion in free cash flow annually. Put another way: at today’s ~$14 stock price, the market is valuing them at a high single-digit free cash flow yield. If they just keep executing and oil holds steady, there’s a case for the stock in the $20 range over the next year or two. ⸻ Long-Term Bull Case • The Delaware Basin isn’t going away. It’s the most economic shale play in North America, and PR owns some of the best acreage in it. • They’ve proven they can integrate acquisitions without blowing up costs. The APA deal shows discipline. • Balance sheet is clean, dividend is covered, and management owns a big stake — they’re aligned. • As pipelines and marketing contracts shift more barrels to Gulf Coast pricing, PR should realize better netbacks (meaning higher prices per barrel compared to peers stuck in Waha discounts). ⸻ Risks • Oil price risk – obvious, and the biggest one. • Execution risk – if drilling or integration slips, costs can creep up fast. • Macro/regulation – federal regs in New Mexico or broader Permian could add headaches. ⸻ Bottom Line Permian Resources is one of the most compelling mid-cap E&Ps out there: pure Delaware Basin, low costs, smart acquisitions, shareholder-friendly capital returns, and a balance sheet that can handle oil price swings. At ~$14/share today, the market is pricing PR like a steady operator, not like a company that just grew production, raised guidance, and set itself up for higher netbacks in 2026. If oil stays anywhere in the $70–80 range, the math points to upside into the $20s, plus you’re paid a dividend while you wait. I’m long PR. Not financial advice, just sharing my DD.

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Real estate homes be like 4 bedrooms, 3 full bath, 1 half bath, 1 3/4 bath, 1 log(3)^(e) bath

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$AAPL going to face rip on Monday. "E-commerce giant JD.com said that within the first minute of pre-orders opening at 8pm on Friday, sales of the iPhone 17 series exceeded the entire first-day pre-orders of last year’s iPhone 16, reports the South China Morning Post" "Apple India breaks pre-order records with locally-made iPhone 17 series"

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$MU is about to deliver Y/Y double digit growth, with a P/E ratio of 10!!! I can see them 3x in 3 years!!

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