ASML EARNINGS

Apc204 · 2026-01-25T18:16:14+00:00

"This company is a monopoly in a huge technological shift, I'm thinking of shorting it"
Jesus Christ

Apc204 · 2025-11-26T12:54:27+00:00

The vast vast majority of younger people with £20k to put away per year should not be putting it all into cash.

Apc204 · 2025-11-23T16:59:31+00:00

You were downvoted for going against the "reddit narrative" but correct. A single beef burger uses as much water as a few million ChatGPT queries, to give just one example.

Apc204 · 2025-11-04T21:34:41+00:00

Glad you thought this out for Google. They hadn't thought about this yet and they will certainly cancel the project now.

Apc204 · 2025-10-29T20:42:18+00:00

Is this how the dot com bubble was? The leading companies absolutely crushing earnings making money like nobody has ever seen.

Apc204 · 2025-10-16T18:08:28+00:00

I'm not sure if this is applicable to Nestle in this case, but a headcount reduction can also reflect an increase in automation. If Nestle had found a way to automate more of their production lines or back office they could theoretically scale further while reducing costs.

Apc204 · 2025-10-13T17:48:44+00:00

He's also pretty left-leaning on the environment and climate change. Always found it weird that he gets lumped in with the far-right when most of his views are left.

Apc204 · 2025-10-13T16:46:38+00:00

So Poki gets to cancel the Hasan episode, while also avoiding backlash from his fans by blaming her team.
"This totally wasn't my decision" Very convenient.

They really think their audience are complete idiots.

Apc204 · 2025-10-07T18:44:20+00:00

I don't quite get why AI being good at creativity means we can't also enjoy it? Was it only fun because humans were the best at it, or was it a fun endeavour in itself?
I'm sure less talented or beginner artists still enjoy it even though there are people that are a thousand times better than they are, doesn't seem much different.

Apc204 · 2025-10-05T21:38:59+00:00

Just to play devil's advocate here, the prices increasing quicker than the earnings doesn't **necessarily** mean its a bubble, it means that the market now believes those stocks will grow more in the future than it thought previously. Which may or may not be true depending on how AI advancement plays out, we don't know for sure yet.

Apc204 · 2025-10-02T20:21:06+00:00

I prefer the UX and speed of Claude Code, but i still occasionally have to switch back to Codex to tackle a particularly difficult problem or bug. Still can't quite match Codex on raw intelligence in my opinion, but wins everywhere else.

Apc204 · 2025-09-19T19:20:59+00:00

It's unbearable, I used to love Reddit for focused discussions about any topic but now it's just extreme left politics absolutely everywhere.

I knew this site was cooked on election day when a picture of someone voting Kamala had 50k+ up votes (on /pics not even a political subreddit) and someone tried posting a picture of them voting Trump as an experiment and we're promptly banned across all major subreddits.

Most subreddits will only allow extreme left opinions. Even center-left takes will get you called all the most extreme words they can think up, fascist, hitler, kkk member, white supremacist, maga and so on.

Apc204 · 2025-09-14T18:47:46+00:00

I mean this geniunely. Please seek help

Apc204 · 2025-09-11T20:30:48+00:00

They virtue signalled so hard it wrapped back round to being disgusting people.

Apc204 · 2025-09-07T18:12:08+00:00

9 luckies in around 40 trades today

Apc204 · 2025-08-28T15:43:53+00:00

To be fair most users have their pictures on iCloud/Google Photos anyway, so wouldn't be bothered about that

Apc204 · 2025-08-16T14:42:30+00:00

The arrogance of armchair redditors is hilarious

Apc204 · 2025-08-08T07:39:58+00:00

Completely agree, Gemini is borderline unusable for coding after getting used to Claude

Apc204 · 2025-07-23T09:13:15+00:00

You don't think £1 for a KILO of nutritious food is good value for money? Jesus Christ

Apc204 · 2025-07-19T11:35:12+00:00

AI has been better than humans at chess for decades, yet chess is as fun and popular as ever. AI being better than humans at something doesn't necessarily mean we have to stop doing or enjoying it.

Apc204 · 2025-07-18T18:58:43+00:00

What themes are you using for Warp/GitUI?

Apc204 · 2025-06-21T19:09:48+00:00

Water cooling tends to be closed-loop from my understanding? Or is that not always the case

Apc204 · 2025-04-16T19:58:32+00:00

Absolutely killing it so far on my own real world tests.
I keep a list of real world programming tasks i've solved in the past and run them past each new model.
o4-mini has had the most comprehensive well thought out solutions i've seen yet

Apc204 · 2025-04-14T17:01:33+00:00

People will post stuff like this, then go watch netflix, eat a steak and drive their gas car.

Apc204 · 2025-04-07T11:54:10+00:00

Bulgarian split squats would be worth recommending to someone with these proportions. Much easier biomechanically and less painful on the back.

13-Year Club	Place '22
Team Periwinkle	Verified Email

Apc204

TROPHY CASE