they're in a huge bubble with the coreweave mess. They juiced their sales by lending coreweave more purchasing power. And they're angry that their financially engineered sales didn't settle the bubble claims forever.
November 26, 2025 at 2:02 PM
they're in a huge bubble with the coreweave mess. They juiced their sales by lending coreweave more purchasing power. And they're angry that their financially engineered sales didn't settle the bubble claims forever.
Cranberry sauce from a can and stuffing from a box to round it out (and fried chicken)
November 26, 2025 at 12:18 AM
Cranberry sauce from a can and stuffing from a box to round it out (and fried chicken)
I prefer "faith-based investing" but also you need to spread the gospel to others to pump the equity
November 26, 2025 at 12:15 AM
I prefer "faith-based investing" but also you need to spread the gospel to others to pump the equity
A ton of companies are looking at language model performance of nvidia chips and thinking they can beat it in terms of price or power consumption. Some of those companies are going to get products to market and nvidia will face competition.
Possibly even before the bubble pops.
Possibly even before the bubble pops.
November 25, 2025 at 12:47 PM
A ton of companies are looking at language model performance of nvidia chips and thinking they can beat it in terms of price or power consumption. Some of those companies are going to get products to market and nvidia will face competition.
Possibly even before the bubble pops.
Possibly even before the bubble pops.
This is kind of a good case against pricing a company's equity for future performance. In this case nvidia, openai, etc.
nVidia has something of a moat with its chips, but it's not insurmountable.
OpenAI has zero moat. I don't see how their IPO can be priced high enough for their needs.
nVidia has something of a moat with its chips, but it's not insurmountable.
OpenAI has zero moat. I don't see how their IPO can be priced high enough for their needs.
November 25, 2025 at 12:45 PM
This is kind of a good case against pricing a company's equity for future performance. In this case nvidia, openai, etc.
nVidia has something of a moat with its chips, but it's not insurmountable.
OpenAI has zero moat. I don't see how their IPO can be priced high enough for their needs.
nVidia has something of a moat with its chips, but it's not insurmountable.
OpenAI has zero moat. I don't see how their IPO can be priced high enough for their needs.
And along the way misinterpret information, assume people who came before you were dumb and then lie about it right away.
Musk in a nutshell.
Musk in a nutshell.
November 24, 2025 at 6:45 PM
And along the way misinterpret information, assume people who came before you were dumb and then lie about it right away.
Musk in a nutshell.
Musk in a nutshell.
That article seems to conflate phones and laptops/workstations.
They claim companies are using BYOD to reduce pressure, but i don't see how that's reasonable for laptops/workstations that need security actively managed whereas a BYOD phone fits much more naturally with the work profile model.
They claim companies are using BYOD to reduce pressure, but i don't see how that's reasonable for laptops/workstations that need security actively managed whereas a BYOD phone fits much more naturally with the work profile model.
November 24, 2025 at 3:15 PM
That article seems to conflate phones and laptops/workstations.
They claim companies are using BYOD to reduce pressure, but i don't see how that's reasonable for laptops/workstations that need security actively managed whereas a BYOD phone fits much more naturally with the work profile model.
They claim companies are using BYOD to reduce pressure, but i don't see how that's reasonable for laptops/workstations that need security actively managed whereas a BYOD phone fits much more naturally with the work profile model.
the rate of improvement for phones has slowed to an absolute crawl, with companies having to limit software improvements to newest models to give consumers any reason to update.
I think for many consumers, the limiting factor is battery life. 3 or 4 years of daily charging is a lot for a battery.
I think for many consumers, the limiting factor is battery life. 3 or 4 years of daily charging is a lot for a battery.
November 24, 2025 at 2:42 PM
the rate of improvement for phones has slowed to an absolute crawl, with companies having to limit software improvements to newest models to give consumers any reason to update.
I think for many consumers, the limiting factor is battery life. 3 or 4 years of daily charging is a lot for a battery.
I think for many consumers, the limiting factor is battery life. 3 or 4 years of daily charging is a lot for a battery.
i mean, it's just market manipulation of a speculative asset as a business model, right?
November 21, 2025 at 6:20 PM
i mean, it's just market manipulation of a speculative asset as a business model, right?
it's a wild investment strategy: find companies in distress and/or with high short interest and try to band together with very trustworthy strangers to all buy it (never, ever sell) while ignoring the fact that the company is issuing shares as fast as they can.
November 20, 2025 at 5:08 PM
it's a wild investment strategy: find companies in distress and/or with high short interest and try to band together with very trustworthy strangers to all buy it (never, ever sell) while ignoring the fact that the company is issuing shares as fast as they can.
Yikes! tesla had 90 Clean Air Act violations last year at a single factory!?
November 20, 2025 at 4:03 PM
Yikes! tesla had 90 Clean Air Act violations last year at a single factory!?
if you buy the nvidia card, they'll buy your stock offering. So you can have more money for whatever else you need.
November 19, 2025 at 2:19 AM
if you buy the nvidia card, they'll buy your stock offering. So you can have more money for whatever else you need.
if you're just creating a perception and a story for a stock pump, you don't need to spend all that money on computers. Just pretend it will all be solved with a software update and promise everyone with hardware v3 that it's plenty.
November 19, 2025 at 2:13 AM
if you're just creating a perception and a story for a stock pump, you don't need to spend all that money on computers. Just pretend it will all be solved with a software update and promise everyone with hardware v3 that it's plenty.
When you look at the Bears, do you see them as a better team than the Packers this year or so you see a team that is doing a better job of finding a way to win a little more effectively right now?
November 17, 2025 at 2:06 PM
When you look at the Bears, do you see them as a better team than the Packers this year or so you see a team that is doing a better job of finding a way to win a little more effectively right now?
Looks like the portion of his lamp assembly on the trunk is burned out
November 17, 2025 at 1:45 AM
Looks like the portion of his lamp assembly on the trunk is burned out
Slop bowl and sloppy drink
November 15, 2025 at 9:24 PM
Slop bowl and sloppy drink
He was nervous in the pocket and while protection wasn't amazing, it was better than his reaction to it, I think
November 15, 2025 at 3:21 PM
He was nervous in the pocket and while protection wasn't amazing, it was better than his reaction to it, I think
I didn't think so although I didn't rewatch.
There were a few missed plays by both Love and the receivers that might have been the difference. But players will miss plays. They need to be put in a position to succeed regularly, not just a few times.
The play calling was the main contributor imo
There were a few missed plays by both Love and the receivers that might have been the difference. But players will miss plays. They need to be put in a position to succeed regularly, not just a few times.
The play calling was the main contributor imo
November 15, 2025 at 3:20 PM
I didn't think so although I didn't rewatch.
There were a few missed plays by both Love and the receivers that might have been the difference. But players will miss plays. They need to be put in a position to succeed regularly, not just a few times.
The play calling was the main contributor imo
There were a few missed plays by both Love and the receivers that might have been the difference. But players will miss plays. They need to be put in a position to succeed regularly, not just a few times.
The play calling was the main contributor imo
It's like a super chill version of cats playing
November 15, 2025 at 3:16 PM
It's like a super chill version of cats playing
Sports betting is caustic and horrible and people should not encourage or promote it
November 15, 2025 at 3:13 PM
Sports betting is caustic and horrible and people should not encourage or promote it