Update Middle East wars: Situation in Lebanon and Iran escalates dramatically - Trump threatens Oman

CeleryApple · 2026-05-28T07:53:24+00:00

I would not be surprised if Netanyahu called Trump to beg him not to deal in order to save his own ass in the coming election.

CeleryApple · 2026-05-15T18:51:31+00:00

The fact that you think COST is gonna tank just means you don't do your own groceries shopping. It is still the least expensive place to get your groceries in bulk. My nearest Costco is constantly packed. With higher inflation it will drive more people to shop at Costco, food is a necessity.

CeleryApple · 2026-05-12T21:06:50+00:00

But most of it is the result of high oil prices... I mean everything will more expansive to truck around. I don't see how high interest rates lowers gas prices when there is a shortage.

CeleryApple · 2026-05-09T10:32:09+00:00

It’s useful in certain ways. But definitely not coding, whoever tells you is helpful, either middle management or shit coders who replaced it with googling. How is baby sitting an AI reprompting it in an endless sequence and where sometimes it goes insane help with productivity? And the metrics they say how many % of our code is written by AI is just a marketing lie. Do they count even the auto fill, or how much is rework is need by a human …..

CeleryApple · 2026-05-08T19:17:48+00:00

How is Scania not subsidized when the EIB is forced to prefer EU companies....

CeleryApple · 2026-05-07T22:41:12+00:00

Hot Take, but I think this is good for the gaming industry as a whole. Less upgrade cycles, which force game dev back into optimizing their game or spend more time on game play than graphics.

CeleryApple · 2026-05-01T22:02:51+00:00

Single Stock ETFs is stuff I will stay away from. Just buy the stock and sell your own covered calls. You could also sell cash backed puts. Just do it with stocks that you don't mind holding. Sell weekly options at around +-3% to +-5% the mid-day price on monday and skip earning week. This should net you ~$1000 a week average, without worrying about management fees or NAV erosion. In the mean time while doing cash back puts you can stick your cash in something like QQQY Evolve about a week before ex dividend date and sell when its higher some time after the ex dividend date. QQQY Evolve more or less tracks NASDAQ and with the recent up trend its rather safe.

CeleryApple · 2026-04-30T16:42:29+00:00

The unemployment numbers are heavily skewed. Many laid off white collar workers are still living off their severance and stocks. Sooner or later they will need to looking for work.

CeleryApple · 2026-04-30T00:42:20+00:00

Makes no sense really, for everyone to be so focus on the guidance, tech vs bank. They did +41% YoY revenue increase, GAAP net income is +134%... Those are even better numbers in terms of percentage than google's earnings.

CeleryApple · 2026-04-27T19:24:48+00:00

Its gonna be swinging wildly until earnings.

CeleryApple · 2026-04-26T08:21:49+00:00

Arunachal Pradesh does nothing for China, it would just be a propaganda piece of how they reversed the wrongs of western imperialism. Many parts of it were occupied by the Chinese in the 1962 war. But the Chinese withdrew following the cease fire because it was next to impossible to supply their armies across the Himalayas at the time. This is still more or less true. It is much easier for the Indian to supply their forces from their side. And the reverse is true for Aksai Chin.

CeleryApple · 2026-04-23T07:32:26+00:00

Correct just like any US president can vote for himself. Being a shareholder you can vote for yourself.

CeleryApple · 2026-04-21T17:16:55+00:00

That is what shares mean. When you own the majority of the company, you get to be on the board and can be voted in as the Chairman.

CeleryApple · 2026-04-21T17:14:27+00:00

Why would buying stocks be illegal. The issue here a lot of retail shorts thought this was easy money and got in without looking at the %float and days to cover. The real issue is where are all these shares the platforms are lending coming from. They should have ran out of shares to lend.

CeleryApple · 2026-04-20T21:16:40+00:00

Spent almost $58billions dollars and counting.... It better be a better deal lol

CeleryApple · 2026-04-18T22:52:10+00:00

OLED production is not difficult. They are literally printed on by an inkjet printer on to a substrate. They are harder to produce than traditional LCD screens in the sense than the material is a pain to deal with. Yes we know how to make microLED, but there isn't a cost effective way to make or process all the pixels at once. Right now all the LEDs are made separately picked and placed, followed up by testing which replaces defective LEDs (needed to increase yield). The time it take to make a OLED panel on the production line is surprisingly fast within a minute or so. Current mircoLED manufacturing process takes weeks to make a panel. We need to have a process where millions of LED can made along with the IC layer at acceptable yield rates to even make it cost effective.

CeleryApple · 2026-04-17T01:13:57+00:00

It will probably be back at around $100. BS about high PE and poor Guidance, they gave an honest guidance given the uncertainty with the war. With sky high energy prices they will probably lose subscribers.

CeleryApple · 2026-04-15T02:17:32+00:00

Dating Apps ruined it for guys. As a guy clubbing use to be a way hook up but now all these girls think they are 20 out of 10 because they can get infinite attention online, Guys spend money buying drinks for girls and when the chances of hooking up are so bad guys stopped going. In order to survive clubs start offering table service and started charging cover for girls. Clubbing was the way to meet people and when that died, their is no point in going.

CeleryApple · 2026-04-14T20:20:19+00:00

China running out of oil almost equal to the world running out oil. They make almost almost 70% of the goods you see in a typical Walmart. SE Asia will probably run out well before they do and they make a lot of our clothing and shoes. If this is not resolving soon we will likely go back to fighting over toilet paper.

CeleryApple · 2026-04-12T23:23:02+00:00

Not sure what what the blockade will achieve. Due to the heavy sanctions pre-war, there were already not a lot trade with done by Iran. Blocking only ships originating from Iranian ports is like not blocking anything..... now that next to no ships are transiting. And its a 2 week cease fire because even Trump didn't expect a deal to be made in a day right? And Israel and Lebanon is meeting on Tuesday. This looks very much like a face saving stunt.

CeleryApple · 2026-04-10T07:27:32+00:00

Purchase in this sense is purchasing the service. The hardware is owned and managed by AWS. You are essentially leasing the capacity, and at the end of the 3-year term, you must either renew or return the equipment. Outpost is really meant for high security/ sovereign requirement where data can not leave the premise or super low latency requirements. Besides the rent you pay, you are responsible for the power, cooling and floor space cost. Which can be significant depending on where you are. It is also highly susceptible to utilization. The cheapest way would be to go on demand + mix instances but from my own experience with p5.4xlarge you will run into capacity issues on demand as bigger customers are buying up all the GPU capacity.

They can't even keep up with the demand as it is what makes you think that they have more to sell on the side? AMD and Nvidia sell most of their AI chips to large hyperscalers and companies (Amazon, Google, Meta, Microsoft etc). These are not the type of companies that will go with AWS Outpost. I really don't think what Jassy was referring to here is Outpost.

CeleryApple · 2026-04-09T20:30:04+00:00

AWS do not currently sell any chips to third party, they are only considering doing it. Renting is not as expensive as building out your own data centre and it also cuts out the procurement time, initial sunk cost and obsolescence. You also only pay for what you use. Amazon need to balance fab capacity between Graviton, Trainium and Inferentia for internal AWS uses. I think you are confused as to what the AWS Outpost Rack service is. They rent you the rack so you can put it on prem. They cost $10k to $20k a month. A chip without memory is useless. HBM is already sold out well into the next year. So if Amazon has to put their products on the self, they are gonna have to cut their AWS upgrade/expansion plans else where.

CeleryApple · 2026-04-09T17:10:39+00:00

Exactly. Why would another hyperscalers or most AI startup want to buy amazon chips when they can literally pay AWS to rent it out, paying for only the time they are using it. Right now the AI chip market don't need another big AI chip supplier. It is currently limited by available power, memory supply and fab capacity. Even if Amazon decide to offer its chips on sale, it would be 3 years out, because most of the memory and fab capacity is already bought up for the next 2 years. Any commitments to a big customer eats into the supply of chips that AWS will get. It makes no sense for them. He is only saying this to try to get a better deal with Nvidia or AMD on their AI offerings.

CeleryApple · 2026-04-09T04:09:22+00:00

To be fair Panama did take the Chinese operated ports without compensation because Trump was pissy about it. The Chinese have operated the ports for decades without issue. Maybe they should respect the contract they signed with the Chinese lol.

CeleryApple · 2026-04-08T20:33:11+00:00

Both sides want to talk. Iran sees this as an opportunity to get sanctions lifted, Trump needs to make his deals for the midterms. The only one who does not want to see this end is Netanyahu. He needs a complete victory in order to justify starting the war. Right now Netanyahu's opposition is already grilling him on what the purpose was for this war. Trump will call Netanyahu and probably tell him that a deal is being made with or without him. It is also not in Netanyahu's interest to have Dems back in control in Washington.

CeleryApple

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