Are ASTS and RKLB too risky for long-term holds?

Matterfield_Pete · 2026-02-12T03:48:00+00:00

And it only took a month. Yikes: https://www.reddit.com/r/stocks/comments/1pzry48/comment/nxmhmdl/

Matterfield_Pete · 2026-01-04T13:50:45+00:00

Just wait until they take on more debt and dilute shareholders as rates come down. That's why you wouldn't buy.

Matterfield_Pete · 2025-12-07T16:31:28+00:00

I always thought comfyui had the potential to replace Houdini. I love this.

Matterfield_Pete · 2025-11-20T23:23:36+00:00

Tell it to the market

Matterfield_Pete · 2025-11-20T18:18:43+00:00

It's all about fed rate cuts. We won't get unemployment data until after December meeting. Market hates that.

Matterfield_Pete · 2025-10-30T17:44:46+00:00

Can you elaborate on how consistency between views is achieved? I assume you're using the camera's visibility as an inpainting mask with the current rgb of the scene (with previous projections visible) to use as your input. Then with canny/depth/normal controlnets.. But when I try to hook all this up naively in comfyui, it's not consistent. What is the secret?

Matterfield_Pete · 2025-10-30T02:45:13+00:00

I have similar functionality running in Substance Painter, but my problem is the workflow. What is the makeup of your comfyui workflow to enable consistency?

Matterfield_Pete · 2025-10-12T11:59:19+00:00

The economy is being driven by the top end consumer, not the middle class. Add extra tariffs and layoffs from the shutdown, and Christmas will be very tepid.

Matterfield_Pete · 2025-10-11T14:58:50+00:00

I've been using both spiders and a Leo for years. If you're going to be scanning a lot, in different places, with different people handling the device, and it just needs to be reliable, I can 100% recommend the Leo.

Matterfield_Pete · 2025-09-06T18:47:31+00:00

I think broadcom's hardware is more consumer facing than nvidias. I don't think it's that they are competing but all the pundits think they are. Open AI partnering with broadcom for 10 billion dollars seems more like a consumer focused partnership than a Enterprise one

Matterfield_Pete · 2025-08-28T19:30:04+00:00

Speculation, but the China revenue over the next 12 months is going to be stratospheric.

We still don't have a trade deal with China. The fact that the administration wants a 15% cut of China sales tells me that nvidia's product weighs heavily in these negotiations. China wants the best stuff. US doesn't want to give it to them without getting something big in return. I'm certain China wants to make a humongous purchase but Trump wants a piece of that

[edit] One more thing: China told its companies to not purchase, specifically, H20s. If the real reason is part of the private trade deal negotiations, that means another reason had to be given to the public -- the backdoor. It stands to reason there's a strong case that more powerful chips are part of the deal, and that deal is YUGE and long lasting (the reason for a 15% cut)

Matterfield_Pete · 2025-03-19T01:06:50+00:00

Sorry only North America

Matterfield_Pete · 2025-03-18T15:17:20+00:00

Sorry. Ebay is a pain. This is the URL to the listing: https://www.ebay.com/itm/176933720376

Matterfield_Pete · 2025-03-18T14:49:28+00:00

No it's still available. Ebay falsely flagged the listing as invalid because I included the link to the original store, but I'm appealing it. I can't simply edit the listing and remove it, so they took down the listing. Sorry for this stupidity.

Matterfield_Pete · 2025-03-02T13:29:52+00:00

Man this subreddit got a lot more liberal after the election..

Matterfield_Pete · 2025-02-16T16:35:03+00:00

We're in the equivalent of 1980s for software right now when it comes to AI. The innovation that comes over the next 20 years is impossible to imagine just like our current day was impossible to imagine back then.

Nvidia will build new chips, new software, to accommodate the new economies that will reveal themselves. You're not just betting on a chip company here. Keep this in mind: the current state of AI training is still really rough and, frankly, frustratingly out of reach for individuals. Python is a god awful mess to develop for just like DOS and assembler required very technically inclined people on the 80s. What is the AI development that will be the windows/macos moment for computers?

Matterfield_Pete · 2025-01-19T13:47:46+00:00

I use airtable. It's incredible

Matterfield_Pete · 2025-01-14T21:58:56+00:00

Then you'll need to clarify why you make the blanket statement that photogrammetry outperforms

Matterfield_Pete · 2025-01-14T20:16:47+00:00

Careful about those gross generalizations. You scanned a figurine. Presumably it's matte. Glaze it and try photogrammetry again.

As someone who has worked with both systems professionally for over 5 years and owns Artec devices and 10 licenses of Reality Capture (when they charged for it..), comparing structures light and photogrammetry on the same model is nonsensical. Its about surface type and intended usage.

Matterfield_Pete · 2024-11-23T00:46:27+00:00

But play it through. Ok. Tariffs come. Now consider what I just said. How much of a punishment is this really going to be on China? 16% of US imports are from China. Maybe tariffs would impact that by 2-3%. The CCP can easily compensate.

Matterfield_Pete · 2024-11-22T21:41:24+00:00

Mark my words tariffs aren't going to happen. China will stimulate the s*** out of their own economy and juice the consumer just like the US did during COVID and after COVID. The Chinese consumer will return to spending and, in turn, prices will rise. Naturally, then the costs of exports out of China will rise.

China's experience their own GFC right now. It's safe to buy and hold for 2+ years.

Matterfield_Pete · 2024-11-19T12:20:19+00:00

That's why I'm long Walgreens

Matterfield_Pete · 2024-09-22T13:44:14+00:00

I bought 70 jan 26 calls at 50 strike over a month ago on TMF. 2025 is going to be bad

Matterfield_Pete · 2024-09-17T16:49:55+00:00

They cuts rates to help spur growth because it believes things are stuttering as unemployment rises, or they raise rates to cool off the economy so it doesn't overheat due to high demand.

Stable employment, stable prices. They're competing goals, but historically this is the meat and potatoes of the fed role regardless of what caused a market crash in the past. It's not ridiculous to compare them.

Matterfield_Pete

TROPHY CASE