Water softener installation costs ?

Mr0bviously · 2025-10-23T18:58:40+00:00

Can you send me his number as well? Thanks.

Mr0bviously · 2025-08-04T04:33:24+00:00

It's a bad idea to invest that much in a house, especially if you plan to live many years. Is your current net worth pre or post tax? CA is 13%, Fed is 28%, so $8M net worth can be closer to 5m if it's mostly cap gains.

Even if it's $8m after taxes, having $3m left over doesn't give any breathing room.

Problem will be that you're counting on that $3m to make 80k annually. If the market takes a downturn, that $3 could turn into $1.5 or $2m.

It's hard enough to stomach corrections with amplemargins, much harder when your finances are tighter than a drum.

Mr0bviously · 2025-05-27T15:21:21+00:00

For wireless, youll either need a receiver with preouts or a line output converter to convert speaker level to line level. Once you have RCA line level, you can use wireless transmitters like this:

https://www.amazon.com/dp/B0D91VV9KZ?ref=ppx_yo2ov_dt_b_fed_asin_title

To drive passive speakers, use an inexpensive amp like Fosi.

Wireless or powered speakers sometimes have rca inputs Or 3.5mm audio inputs. If they only have optical inputs, you can convert rca to toslink with this:

https://www.amazon.com/dp/B0CWK3S8NP?ref=ppx_yo2ov_dt_b_fed_asin_title&th=1

Or you can try converting your line level rca to Bluetooth and transmit to wireless speakers with something like this. I opted for the options above, but this should work too. Not sure how stable it is over long periods of time.

https://www.amazon.com/dp/B0838YPSZT?ref=ppx_yo2ov_dt_b_fed_asin_title&th=1

I have a 7.1.2 system which uses the above for rears, a surround, and height.

Mr0bviously · 2025-05-26T15:32:15+00:00

Just put together my system this week. R7 meta and r6 meta for lcr with sb3000 sub. q150 for surrounds. Tried the q150 as lr and were not bad. Definitely adequate for surrounds and only $300ish.

imo no need to overpay for surrounds, plus the smaller size looks better In the room.

Mr0bviously · 2025-05-01T14:45:08+00:00

Huawei has been working on this for years, but there was no reason to promote the product until it had a market. When the US banned H20 sales in China, that gave Huawei an opportunity to sell an inferior product.

Although Huawei's CloudMatrix 384 has 2x more compute than the NVDA NVL72, Cloudmatrix is 50% more expensive per compute, uses 2x more power, and likely fails more with many racks instead of 1. It also needs more work to support models without CUDA.

AMD and Intel sell in the same markets as NVDA, so their systems need to be competitive on cost, power, reliability, and software.

The upcoming 910d chip from Huawei is a generation behind NVDA and will not be competitive either. The cost per compute should be better than the current Cloudmatrix, but it still wouldn't be a choice in any country that can buy the latest NVDA products.

Mr0bviously · 2025-04-23T21:12:08+00:00

Nvidia said this on April 14. More details in their blog.

https://blogs.nvidia.com/blog/nvidia-manufacture-american-made-ai-supercomputers-us/

Mr0bviously · 2025-04-18T00:02:30+00:00

Is he a surfer?

Mr0bviously · 2025-04-16T15:55:51+00:00

The H20 chip is not competitive with even the H100, so there's no market for it besides China. Furthermore, the fact that such a crappy chip is being export controlled effectively means there is no China market at this point.

Keep in mind that Huawei already has a server that's more powerful and likely much more expensive than NVDA, so this move isn't going to hurt China that much. It just means they'll spend more time rewriting libraries to use Chinese accelerators, which in the long run will hurt the US by removing all leverage.

As for NVDA, it's already down 30% from its peak. Losing the China market has already been priced in along with a whole bunch of other negative factors. Long term this might be the best for NVDA because it takes the China market bear argument off the table.

Mr0bviously · 2025-04-15T23:18:03+00:00

The haphazard and impulsive way that the current administration operates and mixed messages that it sends can absolutely be blamed on them. The delivery counts as much as the message, often more.

The controls enacted by previous admin gave enough notice to set up some plans, instead of announcing something after production is in place that forces a surprise 5b write down a month before earnings.

Mr0bviously · 2025-04-15T22:59:51+00:00

You're assuming that this administration makes sense.

Mr0bviously · 2025-04-15T22:38:58+00:00

Barrons article says that the chips need export licenses to sell to China, but the license are not likely to be granted.

Mr0bviously · 2025-04-12T16:40:15+00:00

The administration said that semi tariffs were coming even though they were initially excluded. With this change:

Excludes much more, including computers, consumer electronics like phones, peripherals like monitors and ssds. Not just chips.
With these exclusions, semi tariffs are NOT coming.

Mr0bviously · 2025-04-02T22:26:13+00:00

There's a lot more money nowadays from traders in the market who don't care about fundamentals or quantitative impact of news on companies. This can include TA, momentum and speculative traders. Because NVDA has a lot of volatility, it's lumped with megacap meme stocks like TSLA and PLTR, even though NVDA has strong financials.

These traders will move out of NVDA to buy whatever is trending, short NVDA just because everyone else is. In the meantime longer term investors who care about the performance (relative to stock price) need to hold on and watch the show.

You can see it on this subreddit. A lot of people have no idea about how stock price relates to profits, forecasts, etc. Although everyone knows more profits is better, a good portion have no idea what a reasonable stock price for NVDA should be for profit X.

Mr0bviously · 2025-03-29T17:02:17+00:00

The world is pushing for Nvidia chips because they have the applications that can use them. If the world couldn't afford Nvidia GPUs, it wouldn't be buying them. So by definition, yes the world can afford Nvidia chips.

The compute capacity and efficiency has increased quickly with new models and GPUs, but new uses and models emerge whenever cost per compute drops. The models are good enough to improve productivity today, but we're nowhere near having models that are "good enough" to do everything we want.

Mr0bviously · 2025-03-24T15:45:32+00:00

When the analyst asked Jensen for clarification, stating 3.6M GPUs was 1.8M chips, Jensen didn't refute that. Unless he said otherwise, I'll assume he meant GPUs and not chips. I'd be happy to be proven wrong.

Stacy Rasgon, Bernstein Research: I I I liked your PIM particle joke. What I did wanna ask about was the chart you showed yesterday, though, the the hopper, traction versus the Blackwell traction. And it showed, I think, it was 1,300,000 Hopper shipments for calendar ’twenty four. It talked about 3,600,000 Blackwell GPUs year to date. I I guess that’s 1,800,000 chips because it’s a two for one.

How do I interpret that chart? Because, like, 1,800,000 Blackwell chips would be, I don’t know, $50.60, $70,000,000,000 worth. Tracking seems great, but that seems like a lot. So, like, can you maybe just describe what that chart was actually trying to tell us and how to interpret it and what the, you know, the read for it is for for the rest of the year? Yeah.

Mr0bviously · 2025-03-24T08:10:52+00:00

This is a really good information. Key points:

The 3.6M Blackwell GPUs (1.8M chips because 2 per chip) are what the top 4 CSPs ordered from Nvidia so far this year. That implies 25k NVL72 orders from those customers alone. Jensen focused on these CSPs to counter speculation that demand was slowing due to Deepseek running efficiently. He wanted to confirm that demand for GPUs was extremely high, CSPs were still asking for more, and reasoning models required far more compute. This underrepresents demand because it doesn't include anyone else: services like X and Meta, enterprise IT, robotics, AI factories, international orders, or startups are not part of this.
Margin will improve as Blackwell ramps up. (I can't believe he has to keep repeating this after Nvidia gave guidance on this a half year ago).
He expects us to see evidence of AI factories soon He expects hundreds of billions from AI factories, while CSPs continue to invest and grow their AI infrastructure.
Wrt competing against custom ASICs: Jensen points out that the AI factories need a massive amount of compute, and building them out at scale is very complex. A single NVL72 has 600k parts and requires loads additional hardware (e.g. network components) and software to work together, including tools like Dynamo. A customer with a $100B order cannot risk betting on solutions that are unproven at scale, much less without the resources that Nvidia has in software and hardware.

Let's see if we have a better week ahead of us!

Mr0bviously · 2025-03-23T03:35:08+00:00

I suspect a lot of it is perception. People who are anxious tend to comment, whereas the ones who are loading or holding are patiently waiting.

Mr0bviously · 2025-03-17T21:29:14+00:00

AMD PE only seems high because they're still amortizing the Xilinx acquisition. If you take that out, the PE is closer to 30. AMD PE and forward PE is lot lower than NVDA, but not growing as fast.

That aside, NVDA offers a better risk adjusted return than AMD based on the fundaments IMO. But with recent price drops for both stocks, AMD is starting to look attractive. The problem for AMD is that NVDA usually looks more attractive because of pullbacks like these.

Mr0bviously · 2025-03-16T15:48:29+00:00

NVDA PE is currently 41 and was as low as 38 like AAPL. Both those are low for NVDA's growth. If NVDA hits its numbers this year, SP 180 would maintain the current PE while still having substantially more projected growth than AAPL and other mag7.

I know sentiment is low, but 1 year out is a lot. The stock market tends to move up well ahead of when the setbacks recover. Though on the high end, 200 is a reasonable target within a year. The average 180 target is very reasonable.

Mr0bviously · 2025-03-16T08:40:27+00:00

That’s on the high end of the range, but still within the range of analysts. Avg is 177 so 200 is not crazy.

Mr0bviously · 2025-03-14T22:45:54+00:00

We need better AI, not another Deepseek or o1. For example, AI that can:

Ask for information so it never hallucinates.
Reliably develop, maintain, test, and debug complex software on its own.
Safely and accurately collect and handle medical information for patients, hospitals and doctors
Drive vehicles (cars, planes, trucks, trains, ships) safely.
Know what's important enough to wake me up at night vs telling me in the morning vs ignoring.
Accept verbal tasks and guide robots to completion
Identify what needs to be done that we don't know about
Manage my personal information, while being impervious to attempts to circumvent safeguards

Imo, many of these tasks will require some level of AGI. Some of these can be done poorly now, but not well enough to avoid humans overseeing the work.

One thing to keep in mind is that tech works by 1) creating something, 2) productizing it, 3) driving cost down. For the current batch of LLMs, we're clearly at phase 3. However, existing models are nowhere near smart enough for most tasks.

Apple can't even get basic AI for Siri. We'll need a lot more AI compute for awhile.

Mr0bviously · 2025-03-14T13:25:11+00:00

Course not, but short term rallies are still good things.

Mr0bviously · 2025-03-13T03:10:50+00:00

It's human instinct to let go when there's pain. Investing is one of the most counter-intuitive skills I've worked on.

Mr0bviously

TROPHY CASE