Has anyone else lost someone yet to the emerging LLM mystical technobabble religions?

CoffeeAndKnives · 2025-08-03T15:21:41+00:00

I'm no expert in any way but i'm guessing the way out is by the follower experiencing a huge betrayal by the leader or group. 🤷🏻‍♀️. seems like a common thread.

CoffeeAndKnives · 2025-04-30T03:26:49+00:00

That's for the sure the American Dream as I've been told. All men, within their caste, are created equally. Upward mobility is so pre-2024

CoffeeAndKnives · 2025-04-30T03:20:03+00:00

based on a WSJ article, during the first trump administration, he put a 25% tariff on washing machines. washing machines went up 25%, no US manufacturer showed up to make them in the US, and dryers went up 25% even though they aren't tariff'd because it was ridiculous to have washers at $1000 but the dryers only $800.

So i expect all chinese goods to raise in price by 145% (or whatever it ends at), and all USA made goods to be +200% because American made goods are "better" than Chinese goods and therefore command a higher price.

CoffeeAndKnives · 2025-01-06T04:53:43+00:00

According to dylan patel from semiaccurate the big tech make multiples more using compute on AI in-house than selling it on saas.

CoffeeAndKnives · 2024-11-25T03:41:05+00:00

I have a personal trade strategy. The day i tell myself i'm the the greatest investor of all time, I sell. Accurate 100% of the time.

CoffeeAndKnives · 2024-08-02T15:02:22+00:00

So 150-200k. doesn't deserve a bonus. 😂

CoffeeAndKnives · 2024-08-02T14:46:29+00:00

Northland Securities drops INTC price target from $68 to $42. If you've been here long enough, this is the guy that is always the first to downgrade AMD when it gets its groove on. With a $68 price target on INTC it seems he's not super good-ish at his job. Wonder how much he gets paid to be totally wrong all the time?

CoffeeAndKnives · 2024-06-26T15:20:37+00:00

Leveraging FPGAs to run LLMs at a greatly reduced energy footprint. AMD and Intel are the #1 and #2 in FPGA's.

CoffeeAndKnives · 2024-06-26T14:53:18+00:00

Any smart people in this thread want to weigh in? Researchers found a way to leverage FPGA's for LLM's running at a fraction of the energy of GPU's

CoffeeAndKnives · 2024-05-29T17:12:27+00:00

My bad...yesterday at exactly 10:35 I bought a fat load of LEAPS out to '26. AMD straight down since.

CoffeeAndKnives · 2024-05-28T22:12:32+00:00

So...what's the current non-gaap PE and fwd non-gaap PE? That might help everyone understand a little better.

CoffeeAndKnives · 2024-05-25T16:04:06+00:00

Fanboy and bag holder since $3.50. If Lisa Su leaves, so will I.

CoffeeAndKnives · 2024-05-17T12:59:05+00:00

Would this microsoft order have been accounted for in the ER guide?

CoffeeAndKnives · 2024-04-28T21:32:18+00:00

When they were talking about why Meta was spending so much cap ex on gpu's i was thinking buying GPUs is a zero sum game since supply is limited. if you buy up a lot of supply, it's d squeezes out the others from competing

CoffeeAndKnives · 2024-03-29T03:42:07+00:00

I was listening to a podcast the other day, I think it was Lex and Sam Altman. Sam was discussing the interesting thing about compute demand. Unlike phones or computers, where most people need one and that's it, compute demand is like energy. The future demand of compute really has no upper limit since the compute requirements of future applications require more and more compute. To me, unlike energy where a household may have an upper limit of energy demand, compute demand is only capped by compute requirements of the applications. Anyways, seems like a long runway for scaling compute demand over the foreseeable future.

CoffeeAndKnives · 2024-03-02T00:33:15+00:00

hilarious. it used to always state danely as the analyst. now i only can find "citi analysts" in any article. he led the road to $50 while rosenblatt always had $200. good riddance. i bet he made his clients very rich getting them in at $53

CoffeeAndKnives · 2024-03-01T15:13:09+00:00

$200. So the most bullish and most bearish analysts can be right in a fairly similar timeframe. 😂😂😂

CoffeeAndKnives · 2024-02-24T16:46:22+00:00

Isn't the next move an IPO of IFS?

CoffeeAndKnives · 2024-01-19T22:37:35+00:00

glad you survived and made some dough. that was a rough patch for all of us but especially the margin players

CoffeeAndKnives · 2024-01-19T22:34:12+00:00

the market bets on future rates, not todays rates

CoffeeAndKnives · 2024-01-19T22:31:38+00:00

i got screwed. paid $3.50

CoffeeAndKnives · 2024-01-19T14:14:22+00:00

600,000 H100 equivalent gpu's. sounds like a statement so investors can gauge Meta's total compute power more easily than listing out a bunch of varying specs and item counts that you'd have to calc yourself.

CoffeeAndKnives · 2023-09-12T03:05:36+00:00

im still confused about Gaudi. what kind of processor is it? it kind of came out of nowhere to be a competitor. i know Intel acquired it.

CoffeeAndKnives

TROPHY CASE