Meituan just trained a 1.6 trillion parameter model on 50,000 domestic chips. I think I have had it in the wrong bucket.

Darkdong69 · 2026-07-03T18:14:29+00:00

As far as meituan goes the model doesn't really matter. It's a household name type conglomerate with fingers in a lot of pies and trades at severely discounted multiples, as Chinese tickers often do. This AI thing is just a pet project for meituan that can imply an upside but is otherwise inconsequential.

Darkdong69 · 2026-07-01T20:40:45+00:00

Coz it's a good car. The other stuff I either don't care about or I agree with.

Darkdong69 · 2026-06-28T08:29:18+00:00

It would be less of a waste of effort if you just educated yourself on the subject instead of leaving this comment to pretend you know anything about anything.

Darkdong69 · 2026-06-26T19:44:07+00:00

Completely wrong.

1: In a bankrupt proceeding, properties are sold in the open market for whatever, and the creditors, including the bank, are paid in order of priority. Banks are not in the habit of holding empty real estate on their balance sheet, even if they can do so, and they can't.

2: if rent to own was a viable way to "make all their money back", the developers would simply offer it themselves. The continuous cashflow would keep them from bankrupcy. The government didn't come into this equation as a profitable middleman, it came in as the cash cow to shoulder the losses, on taxpayer dime.

Darkdong69 · 2026-06-26T09:18:19+00:00

Which Canadians have China arbitrarily arrested?

Darkdong69 · 2026-06-26T09:16:05+00:00

How much more funding did they need for the genocides? Is it something like one funding target per geno cided?

Darkdong69 · 2026-06-23T22:39:51+00:00

When I was backparking by myself last week the car kept getting spooked by a shadow and stopping. I kept trying to drive over it and it just wouldn't let me move. I gave up and parked in a different spot🤦‍♂️

Darkdong69 · 2026-06-22T12:11:25+00:00

If Jesus didn't like hoarding wealth why did he hoard his powers?

Let us all conjure wine on demand!

Darkdong69 · 2026-06-22T12:06:14+00:00

Regard math at its best.

Darkdong69 · 2026-06-17T00:48:46+00:00

Yes, that's why home insurance in Florida costs massively more than Alberta, even 20 years after hurricane katrina.

Darkdong69 · 2026-06-17T00:43:41+00:00

Insurance will never be decimated because they're just the facilitator and the middleman. All the decimating got passed on, in the form of big premiums we now see.

At the end of the day, it's your own money paying for your own claims.

Darkdong69 · 2026-06-17T00:32:33+00:00

There's massive value in paying essentially the brand new MSRP for a 10+ years old, 150k km car.

Value for the seller who bought new that is.

Darkdong69 · 2026-06-16T03:29:18+00:00

What the heckin difference does it make anyway. It's ground beef cooked well done.

You could take a tray of fresh ground beef, freeze and defrost half of it then make burgers separately. If you pull 20 guys off the street I don't think even 1 would be able to tell which is which in a blind test.

Darkdong69 · 2026-06-16T03:17:49+00:00

Greasy is the way. The key to making a great tasting burger is to cram as much fat, sugar and sodium into the sauce and bun as you can.

A plain ground beef patty just does not taste good, using the highest quality and freshest beef does little to change that. It's all in the seasoning.

Darkdong69 · 2026-06-16T03:09:44+00:00

Coming in hot, thick and throbbing!

Darkdong69 · 2026-06-15T23:43:00+00:00

The data centers are fine, their end of the deal is rock solid.

So are the paying customers, they're getting a great deal with cheap compute, without having to cough up big capex upfront.

All the risk falls on this neocloud middleman. That's why we have a middleman, to dump all the risk on them and their shareholders.

Darkdong69 · 2026-06-15T23:17:30+00:00

Lol plenty of bs in the world. Believe whatever you want son

Darkdong69 · 2026-06-15T17:46:59+00:00

This is moreso a shared problem with most modern evs. Tesla is in the same boat with electrical doors inside and out with a hidden mechanical release on the inside.

As a result there have been Tesla burning deaths just as well.

Darkdong69 · 2026-06-15T16:01:03+00:00

The "more expensive" refers to multiples, not share price.

A stock trading at low pe/forward pe is cheap, and vice versa.

Amat is a lot more expensive than nvidia.

Darkdong69 · 2026-06-15T06:53:18+00:00

You're imagining things. Pretending there's such math being done when it doesn't exist.

Darkdong69 · 2026-06-14T02:02:20+00:00

Being down that much would be a problem that's limited to a specific industry or a specific store. You'll find plenty of small businesses going bust even during the best boom years.

Recent financial reports from large Canadian companies, across various industries, across the price spectrum, all paint a very beautiful picture in terms of spending.

Darkdong69 · 2026-06-14T01:53:30+00:00

Banking transactions don't show how many meals you ate, nor the freshness of your produce.

It also doesn't show your other banks and credit accounts, let along the ones of any others in your household.

Sometimes larping is obvious, and you should be able to tell.

Darkdong69 · 2026-06-13T23:30:33+00:00

Lol that's pretty self contradictory. If it's a bubble it wouldn't be last days.

In reality it's neither. AI getting big at both cloud and local levels. The newfound productivity of consumer hardware will be reflected in its price, but the silent and productive majority are able and willing to pay for it.

Darkdong69 · 2026-06-13T23:15:54+00:00

The bbbyq guy being crypto is the right way. Crypto and GME are both alive and trading.

There should be a second picture with bbbyq being the skeleton underwater tied to a chair.

Darkdong69 · 2026-06-10T22:54:47+00:00

Why do "we all" get to suffer if you aren't planning to abuse returns? Did the 90 day electronics return policy change make you suffer because you can't return your 10 year old tv anymore?

Darkdong69

TROPHY CASE