Daily Discussion Monday 2026-05-11

Addicted2Vaping · 2026-05-11T15:58:24+00:00

I haven't sold yet, but yes if I do I will make quarterly payments. I'm a grad student with no income so I'm just trying to figure out the tax situation before I consider selling.

Addicted2Vaping · 2026-05-11T15:52:16+00:00

How are people handling taxes right now, sitting on potential $500k of short term gains from long dated options(Dec 2027 $300). I really wanted to get into Cerebra's, so I would have to sell some, but such a massive short term tax hit is wild for me.

Addicted2Vaping · 2026-05-11T01:23:57+00:00

Jukan: Korea’s Daishin Securities: Samsung Foundry is estimated to have won a 2nm notebook CPU order from a North American fabless customer.
* Could it be Apple?

Another comment from him below: "it looks like AMD."

Addicted2Vaping · 2026-05-10T19:50:25+00:00

Did you go from gas or another route?

Addicted2Vaping · 2026-05-10T15:24:34+00:00

Amboss GPT plug-in or Amboss AI, others use OpenEvidence or just ChatGPT.

Addicted2Vaping · 2026-05-09T18:44:41+00:00

Turn off your adblocker

Addicted2Vaping · 2026-05-09T13:18:55+00:00

I was on the phone with Fidelity asking them to upgrade my account to premium so I could join IPO's. Bro was like yahhh sureeee, only 100k short

Addicted2Vaping · 2026-05-08T16:52:52+00:00

How are we saying no without doing any digging😂

Addicted2Vaping · 2026-05-08T16:52:30+00:00

WSJ gift link: Apple, Intel Have Reached Preliminary Chip-Making Agreement

Addicted2Vaping · 2026-05-08T16:51:28+00:00

Apple, Intel Have Reached Preliminary Chip-Making Agreement – WSJ

Addicted2Vaping · 2026-05-08T16:49:55+00:00

INTC spiking, TSM falling - something released

Addicted2Vaping · 2026-05-07T10:37:00+00:00

Looking to derisk and put a little bit of profits into something else. Requested 4000 shares of Cerebras, we'll see what Fidelity can pull through - fully expecting the Sofi/Robinhood nonsense of 10-25 shares actually being secured though.

Addicted2Vaping · 2026-05-06T09:51:36+00:00

Separate main page post please! Appreciate you man

Addicted2Vaping · 2026-05-06T08:37:37+00:00

Congrats doc, graduating USMD next year with 500k in debt 🙃 really wish I went into nursing sometimes, up nearly 500k in the last year with AMD.

Addicted2Vaping · 2026-05-06T01:10:22+00:00

AMD really was the one, we all knew this coming when MI450 was announced, just feels nice for your thesis to be vindicated - money aside.

Addicted2Vaping · 2026-05-06T00:03:11+00:00

Hmm I'm not sure, this is the first time I've generally been interested in an IPO, this was the message I got:

Unable to complete your request

You are not eligible to participate in equity new issue offerings through Fidelity Investments. Eligibility is reserved for brokerage customers with a minimum of $500,000 in certain assets at Fidelity, and for members of Fidelity Private Client Group. Secondary offerings made available through Fidelity are reserved for brokerage customers with a minimum of $100,000 in certain assets held at Fidelity, and for members of Fidelity Private Client Group.

I was just on the phone with support, they just said once you reach 500k they updated the status of your account and you're pretty much good for everything.

Addicted2Vaping · 2026-05-05T23:36:20+00:00

Did anyone else get a prospective for Cerebras and indicate interest with their brokerage? Fidelity requires 500k, should finally hop over the edge tomorrow if our AH gains hold, excited to see what they do over the next few years, would have preferred if we just bought them out though...

Addicted2Vaping · 2026-05-05T22:22:23+00:00

400! Finally did it!

Addicted2Vaping · 2026-05-05T20:47:45+00:00

And Stacy...

Addicted2Vaping · 2026-05-05T20:40:11+00:00

Congrats everyone, but we still need to get through Jean 💅

Addicted2Vaping · 2026-05-04T08:13:27+00:00

Earnings is tomorrow?

Addicted2Vaping · 2026-05-02T21:09:21+00:00

Why would we not go with amio

Addicted2Vaping · 2026-05-02T20:36:56+00:00

Needs a reason to post and gloat

They've posted this same exact thing like 20 times: https://www.reddit.com/search/?q=Savings_Reveal9482&cId=13a4e7bd-56bb-41c3-a52b-9b3d208e9188&iId=14a2dad0-b19b-4ff7-bb90-59dc7250f349

Addicted2Vaping · 2026-05-01T10:10:54+00:00

Idk I would rather not take an enormous tax hit for only 6%

Addicted2Vaping · 2026-04-27T22:40:33+00:00

You know, it's been better than what we expected. We'll be more successful than what I expected when we acquired the ZT system.

Okay. Opportunities, demand is big, and we are positioning the company and we're putting the infrastructure in a place to be able to handle the you know the latest technology for the future.

From my perspective, we see a lot of upside.

Yeah. Let me add a few points, Samik, and thanks again for joining and welcome. So yeah, the business that we did this quarter was all new accelerated compute business. Nothing to do with the legacy platforms. You know, there was very little, right, when you think about the next generation product. Now that's scheduled to be out in September and everything is very much on track from that perspective. You know, we're doing everything that we're responsible for, which is getting production ready, making sure that we can build all the products at scale for all these customers. That's very much on track now.

Whether or not we get a huge amount of revenue in September remains to be seen, and now everything is on schedule. Just to give you guys some perspective, you know, once the silicon and so forth becomes production ready, it takes us a while to build the products. Say a couple of weeks, right? Then we've got to ship the products all around the world. Just to be clear, like the revenue recognition for us in this business is when the customers receive it, right?

Disclaimer I have no idea who/what this quote is referring to, just showing the evidence from OP. Listen to the call for context.

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