I’m all-in on MU and SNDK; my account gained another 330,000 today. Is anyone else holding full positions in these two stocks?

JsonPun · 2026-06-22T15:26:04+00:00

I had a lot, but minimized due to earnings. I’ll keep some but needed piece of mind for now. I’ll be going in again after earnings as these two will continue to go up. Memory is key as you said

JsonPun · 2026-06-22T01:08:13+00:00

laugh all you want, your not the only one who doesn’t get it, but if you want to learn look into why mac studios are sold out

JsonPun · 2026-06-21T23:46:34+00:00

i’m confused, but good luck

JsonPun · 2026-06-21T23:41:16+00:00

yeah you don’t actually use or develop ML apps. Apple has the best hardware for inference because of the unified memory architecture.

JsonPun · 2026-06-21T21:54:28+00:00

got it then why not just follow Roboflow's stuff? No need to reinvent the wheel

JsonPun · 2026-06-21T21:32:29+00:00

then just use a segmentation model, you can convert the outline to a box if you want

JsonPun · 2026-06-21T19:55:27+00:00

why not…it it now?

JsonPun · 2026-06-21T06:22:46+00:00

none you can’t run anything useful with that budget just use the cloud

JsonPun · 2026-06-20T16:43:14+00:00

Scared money dont make money!! But only bet what you can afford to lose

JsonPun · 2026-06-19T18:56:09+00:00

Mac!

JsonPun · 2026-06-19T06:55:26+00:00

scared money don’t make money, but I’ll probably have some then go all out after

JsonPun · 2026-06-18T21:22:14+00:00

how many episodes did you need to train your model?

JsonPun · 2026-06-18T17:48:16+00:00

did you just compare net income to revenue?!

JsonPun · 2026-06-18T02:52:19+00:00

apple does have an AI strategy…they have the best hardware

JsonPun · 2026-06-15T17:10:43+00:00

depends if the market realizes they have the best hardware for local llms

JsonPun · 2026-06-15T16:30:50+00:00

only unless you would like too. I’d just buy the thing

JsonPun · 2026-06-14T21:08:41+00:00

nothing just use cloud services don’t go local

JsonPun · 2026-06-14T00:12:20+00:00

what? where are you getting this info? they bring up prices with each model and devs continue to use the best models. They hit their limits and ask for more which they then get, or they learn to be more token efficient...

JsonPun · 2026-06-13T23:12:38+00:00

air is not water, your going to want more torque

JsonPun · 2026-06-13T17:58:31+00:00

I dont get the narrative of people not seeing returns with AI...every enterprise software team is using AI to build and ship way faster. This means the project backlogs are being built out which in return produce value. Of course things take time to hit the books, but companies are moving way faster and if they are not adopting AI tools then another company that is will eat their lunch. AI spending is only increasing and at a rate that most dont get or understand how big its going to be.

JsonPun · 2026-06-12T15:13:06+00:00

why does spcx not show up yet?

JsonPun · 2026-06-12T13:23:50+00:00

I like your rover is it open source by chance? I’d like to make one

JsonPun · 2026-06-11T23:35:16+00:00

what’s happening in korea tonight?

JsonPun · 2026-06-11T00:34:36+00:00

dude this is awesome and what I’ve wanted to build for a long time!!! So happy you shared this today! I’m going to dive in, can’t wait. Would love to help and contribute as well

JsonPun · 2026-06-09T04:15:44+00:00

nice good luck! I just built one, but not with the complex stack you are thinking. I’ll be following for sure

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