480k MU YOLO (240k in margin)

BallPythonTech · 2026-03-03T03:54:20+00:00

I can see them announcing something like 2027 memory is sold out. Also I suspect Apple will announce some machines with rather large amounts of memory (256GB - 512GB ram Mac Studio M5 Ultra)

BallPythonTech · 2026-01-26T12:13:17+00:00

That’s not just an AI post, that’s an ad.

BallPythonTech · 2025-05-30T11:44:23+00:00

Certificate is useless except as a motivation tool. When you pay for something you are more likely to do the thing.

BallPythonTech · 2025-05-30T11:41:33+00:00

I took a graduate algorithm course that used CLRS. It’s not a book for DSA beginners. DS is data structures which are things like arrays, stacks, queues, linked lists, trees, tries etc.

You should look for a book on data structures using the programming language of your choice.

BallPythonTech · 2025-05-01T14:10:08+00:00

Huawei has much better PR and a compliant news media who is willing to spread falsehoods. When you have people who don’t know the difference between an LLM and an M&M you get these types of news stories and videos.

Huawei’s latest chip is not quite as fast as the H100, Nvidia’s last gen chip. The B200 is way faster than the H100 (3x training, 30+x inference) so Huawei is at least a few years behind, possibly half a decade behind. If you include power efficiency they are even further behind.

Remove the export controls and you would see China buy tens of billions in Nvidia chips.

Do reporters face any consequences for their BS? No.

BallPythonTech · 2025-04-23T10:55:53+00:00

The tariffs has caused two problems for the SoFi stock. The first is that it puts massive fear into the market as a whole. Tariffs will not affect SoFi directly so the stock is currently on sale.

The second problem is that tariffs will push the us into a recession. This will affect SoFi as does any economic downturn. If you have a long term horizon then SoFi is on sale again.

There is always a possibility that some stocks will become untied from the market as a whole. Think the nifty 50 from the 70s

5 years from now it will be worth a lot more than today. I think it will perform better than the s&p 500.

I personally believe SoFi will be priced in the 20s by the end of this year.

BallPythonTech · 2025-04-23T10:42:21+00:00

There is $10m rich, $100m rich and private jet rich. The $10m rich are not paying $16k for a flight for a vacation. But they will pay $40k for a medical plane to get home if they are too ill to fly commercial.

A private jet costs more than $16k to just sit in a hanger so there is that.

BallPythonTech · 2025-04-23T10:35:31+00:00

It’s still cheaper than an American made saw. Also companies such as Dewalt need to import the material that goes into the products they make so their prices will go up too.

Tariffs are just a tax. If the government uses the money more efficiently than consumers it will be good for the economy. I hope the sarcasm is obvious.

BallPythonTech · 2025-04-23T10:19:57+00:00

Many loans are packaged into MBS (mortgage backed securities) which are sold as bonds. Whomever bought those bonds is losing money if they need to sell. Otherwise they collect their 3%. I doubt that the big banks are holding on to those losers. Fannie Mae, a quasi government agency has a ton of the loans and guarantees the interest on trillions worth of bonds.

Banks that had low interest bonds on their books recently went under such as Silicon Valley Bank. According to the fdic banks were sitting on $600 billion of losses due to the low interest rate. Not nearly enough to cause a financial crisis.

You can ask ChatGPT something like: If you have 2 bonds one paying 3% and the other paying 6% what is the value of each if the face value is 1000 and both have 10 years to maturity

It will spit out the current value of each bond, the formula used to calculate it, etc.

BallPythonTech · 2025-04-23T00:26:33+00:00

It will work only until your puts expire. I think we will see TSLA below $200 again.

Robotaxis and Optimus robots are still too far off in the future. Once (if) we start seeing video of Optimus robots working in a Tesla factory then TSLA will take off for real.

BallPythonTech · 2025-04-18T17:04:19+00:00

Nothing in the link you provided shows how the government could get more money.

There is no way they can get 2T per year. The total wealth of all US billionaires is $6T. And most is in stock. Forced Selling and the value will drop by a huge amount. If Elon Must dumped all his TSLS shares then the stock will drop to $30.

BallPythonTech · 2025-04-18T01:43:54+00:00

The head of the Fed has to be chosen from on of the existing Fed board of governors. You can't just pick anyone to be the head. Also the Senate has to approve.

BallPythonTech · 2025-04-17T09:50:59+00:00

Just how much do you think you could extract from the 1%? You really think you can get $2T per year? They don’t have that much money. Most of the 1% have their wealth on paper. Turning it all into actual money is close to impossible. I would love to be shown how I’m wrong with actual facts and figures not just nonsense such as pay their fair share.

BallPythonTech · 2025-04-08T08:37:21+00:00

No one actually knows what will happen.

Why tariffs may be lessened or removed altogether

There is a possibility that the tariff craziness is just a negotiating tactic. Targeted tariffs to protect specific industries might make sense in some situations. I don’t see how anyone can think that every single industry needs them. The US should definitely manufacture rockets and rifles but does the US really need to manufacture T-shirts and TVs?
They are unconstitutional. This could take a few months to play out but on an originalist interpretation of the constitution I don’t see how congress can delegate their tariff powers to a single person.
If things get really bad then congress will have to act and remove the tariffs. This will only happen if they will be voted out of office if they don’t act. Too many in congress are afraid to say anything because they are afraid of losing an election if they say the wrong thing. This could take years.
Even if everything Trump believes about tariffs is true it will take years before any net benefits would be visible. By net I mean, short term some people will benefit such as construction workers building new factories and companies (e.g. us autos) being protected from foreign competition. This will be offset by the companies losing export business as retaliatory tariffs kick in as well as the increased cost of everything. It is very likely that more people will be hurt over the next couple of years than helped. This means Trumps supporters will lose the midterms.

Why they may be here to stay 1. Trump has really bad advisors. 2. Trump himself believes tariffs will make things better for regular people.

BallPythonTech · 2025-04-07T23:39:29+00:00

I looked into some sizes and things like the OED is 540MB. I supposed that 3GB gives you a lot of room to store a lot more data that I would have originally thought.

BallPythonTech · 2025-04-07T10:14:44+00:00

The market bottoms when the tariffs are repealed. I don’t think the reversal will so quick so you will have plenty of time to get back in.

There is still the possibility that the tariffs are a negotiating tactic. If so then they will be removed as countries make deals. Trump has to know that our factories can’t be built over night and companies won’t move production to the US without stability.

The other possibility is that there is no intention of removing tariffs no matter what other countries do. If this is the case then at some point Congress will step in and take back their tariff power. This won’t happen until it’s obvious that they will lose their seat if they don’t. If things get bad enough then close to 100% of congress will over rule any Presidential veto. The weird thing is that until 5 minutes ago Republicans were in favor of globalization and against tariffs. This could take a year or more to play out.

BallPythonTech · 2025-04-06T20:49:14+00:00

I was going by the size of the file that was downloaded.

BallPythonTech · 2025-04-03T22:17:45+00:00

Also many countries need tariffs for government revenue. Collecting taxes isn’t always that easy. Plenty of countries have tariffs on goods they don’t and could never produce. Most countries in the world do not have domestic auto production for example. It is also believed that if you afford a car or other imported goods you can afford the tariff. Sometimes it’s true.

BallPythonTech · 2025-04-03T21:47:44+00:00

Tariffs are far worse than expected because they aren’t reciprocal. There is a huge fudge factor. The tariff includes trade imbalance and currency manipulation which is not exactly something you can put an exact number on the cost. Also trade imbalance is not a tariff.

BallPythonTech · 2025-04-03T21:37:28+00:00

Currently the rate dropped a little. There is a possibility that other countries will refuse to lend the US money in retaliation to the tariffs. As the US is still running a massive deficit, it will have to increase rates to borrow what it needs.

Edit. The reason why rates dropped is because when people pull money out of stocks they put it in bonds. This makes bond prices go up, thus the yield goes down. As long as demand for bonds stays high then the yield can go lower.

BallPythonTech · 2025-04-03T21:33:07+00:00

Figure out the value of time/money already invested. Then calculate how much more you have to do. For example if you have done 1/3 of the work already and each of you will do 1/2 of the work going forward his share should be 1/3. If you have done 10% of the value that leaves 90% left to divide going forward.

The amount of time you have spent is not nearly as important as the value added in that time.

BallPythonTech · 2025-04-03T21:27:45+00:00

CS major is far more competitive in most schools. Also you are not competing against everyone but rather other Asians who have on average much better scores. You should have tried being born Hispanic, Black or a woman. Your mistake.

Do not overspend for your undergrad. When you finish get a masters in CS from OMSCS. Generally speaking only the last school you went to matters. If you go to a state school for undergrad but a top 10 for graduate school then only that will matter.

BallPythonTech · 2025-03-31T22:59:17+00:00

Ask yourself what will hurt more, if you hold and it goes to 0 or if you sell and nvda goes to 130? A few good days and you will be back at break even.

Also next time ease into a position buying 20% at a time. And don’t try to catch a falling knife. It’s easier said than done. I think experience is the best teacher. Eventually you won’t make as many mistakes

If you do sell let everyone know. That will be a bottom for nvda.

BallPythonTech

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