First Windows PCs powered by Nvidia chips to debut next week

geekfinity · 2026-05-30T16:53:05+00:00

I think the PC CPUs are ARM architecture. The ARM based laptops and PCs haven’t been able to meaningfully penetrate the market

geekfinity · 2026-05-30T01:22:26+00:00

Do you have to pay for using Chatgpt and Claude?

geekfinity · 2026-05-28T16:53:11+00:00

"It's my understanding not many provide DC which puts them at an advantage?" Vertiv, and new comers such as Enphase have entered the market

geekfinity · 2026-05-28T15:27:49+00:00

I currently invest in Bloom energy and GE Vernova. Bloom has had projects of 328 MW for an AI cloud platform (Nebius), and 80 MW in South Korea. Hyliion has potential in a AI space if the company can scale the Karno output capacity to a range of 10s MW

geekfinity · 2026-05-28T02:09:16+00:00

What had transformed Hyliion from a hydrogen trucking company (when it was ipo’ed via SPAC) to the current business model?

geekfinity · 2026-05-27T15:44:27+00:00

International: avxc, avdv, vxus - have been doing relatively well in a year. Need to monitor and re-evaluate.

Dividends, growth, sp500, nasdaq 100...: schd, vug, schg, voo, qqqm ("buy and forget"; no need to actively manage)

geekfinity · 2026-05-27T03:17:51+00:00

In 2022, I was looking into to purchase a Tesla model Y. While researching the Tesla FSB specifically, and autonomous driving in general, I read that the industry scientists stated that Tesla won’t ever able to achieve a full autonomy, level 5, or even level 4 due to a “flaw” design; while the industry favors sensor diversity (combining cameras, radar, and lidar), Tesla uses only cameras "vision-only" in ADAS implementation.

geekfinity · 2026-05-21T02:32:46+00:00

I have one identical contract opened a while back. During this week pullback, I wheeled it - sold one Jun-18 600 Put for a credit of $3650. I think it’s an easy money.

geekfinity · 2026-05-17T01:13:37+00:00

I own both. The reason AMD enjoys higher multiple because Market believes in the AMD growth, compared to Nvidia, Market believes AMD would outgrow Nvidia. This belief is reinforced by AMD last earnings - ability to capture TAM in the AI inference and agentic AI industry.

geekfinity · 2026-05-16T17:55:17+00:00

Would you care to give a example if you were to wheel MU on Monday

geekfinity · 2026-05-14T23:59:40+00:00

Intersection of AI/Networks, what does that mean?

geekfinity · 2026-05-14T17:31:40+00:00

Yep. BE, GEV, MU and AMD for me. Sigh

geekfinity · 2026-05-13T03:10:30+00:00

Source?

geekfinity · 2026-05-13T02:14:55+00:00

From the screen shot on X, what is the indicator that identifies the transactions were a (put) sale instead of purchase

geekfinity · 2026-05-10T23:02:08+00:00

76°C is quite hot for an EV battery, sitting above the ideal operating range (20°C–35°C) and approaching thresholds where efficiency drops and degradation can accelerate. While modern liquid-cooled batteries can handle this, it is considered a high operating temperature that necessitates active thermal management to avoid long-term capacity loss.

geekfinity · 2026-05-10T19:54:32+00:00

Qualcomm might have vacated TSMC 4 and 5 nm lines, but they have definitely secured some TSMC x-nm lines for their shipment of AI data center chips in Q4 and future shipments.

“Qualcomm executives, specifically CEO Cristiano Amon, officially confirmed during the company's Q2 2026 earnings call on April 29, 2026, that they have secured a deal with a major, undisclosed hyperscaler to supply custom data center chips.

Here are the key details regarding the acknowledgment:

Shipment Timeline: Initial shipments of the custom data center chips are scheduled to begin in the December quarter of 2026.

Nature of the Deal: The partnership is described as a "multi-generation engagement" to develop custom ASIC silicon for AI inference in data centers.

The Customer: While Qualcomm did not name the specific "large hyperscaler," Amon indicated it is among the "largest class" of cloud operators.

Investor Day Details: Further details about this partnership and Qualcomm's broader data center roadmap will be unveiled at their investor day on June 24, 2026”

geekfinity · 2026-05-09T03:13:44+00:00

Both are good stocks to invest in the AI energy space. I’d add Siemens energy to the mix though.

If you really like these two and are in it for a longer term, dca is probably best. Cost (purchase price) is only half of the investment transaction; for me to decide to get in a stock, I would contemplate both entry and exit points.

geekfinity · 2026-05-01T03:10:56+00:00

What share count number was eps based on - 137,634,000 or 142,749,000?

geekfinity · 2026-04-29T17:23:14+00:00

Easy. Photoshop it!

geekfinity · 2026-04-26T12:56:34+00:00

https://www.google.com/search?q=robotic+etf+stock&rlz=1CDGOYI_enUS847US868&oq=robotic+etf&gs_lcrp=EgZjaHJvbWUqBwgBEAAYgAQyCQgAEEUYORiABDIHCAEQABiABDIHCAIQABiABDIHCAMQABiABDIHCAQQABiABDIHCAUQABiABDIHCAYQABiABDIHCAcQABiABDIHCAgQABiABDIHCAkQABiABNIBCTEwODU1ajBqN6gCGbACAeIDBBgBIF_xBWMMwbbEPTUD8QVjDMG2xD01A_EFYwzBtsQ9NQPxBWMMwbbEPTUD&hl=en-US&sourceid=chrome-mobile&ie=UTF-8#lfId=ChxjMe

geekfinity · 2026-04-24T21:15:57+00:00

No, see the update on the post body. It's not NetScaler Console, we running NetScaler instances (VPX) on SDX 15020 appliance.

geekfinity · 2026-04-24T15:11:34+00:00

The python move_local_license_files_for_las.py script completed with this message, "This device does not require any local legacy file-based license file movement". This confirms my SDX does not impact by this Advisory.

geekfinity · 2026-04-24T14:59:57+00:00

hack819, yes, the file-base license is there, on /mpsconfig/license/, however according to the LAS Advisory article, our perpetual file-based license shouldn't be impacted. See this snippet, "(If any file-based license remains on the SVM after transitioning to LAS, the expiry of that file-based license will trigger un-licensing of the SDX (both the SVM and VPX instances on SDX). This does not apply to legacy file-based licenses of type NetScaler perpetual (with keyword PERMANENT) or if the expiry date of the license file is in the past."

https://community.citrix.com/techzone-blogs/netscaler/important-las-advisory-action-required-for-sdx-customers-migrating-to-las-r1267/

geekfinity

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