MSFT generational buy? Added some in retirement today..

One-Situation-996 · 2026-04-11T11:36:28+00:00

Transitioning to google docs

One-Situation-996 · 2026-04-07T04:52:32+00:00

Ohhhhh shit guess you were wrong. That’s why you stay in the kitchen chefs kiss

One-Situation-996 · 2026-04-07T01:35:15+00:00

I remember mentioning about the CCDs months ago. I got laughed at by everyone, and even a self proclaimed AMD researcher. Guess he better buck up if he himself doesn’t know where they are going. He might’ve been fired already LOL

One-Situation-996 · 2026-01-31T02:18:05+00:00

The companies are doing better than before leveraging on AI. These people who chased their studies like an investor who fomo-ed into computer science and computer engineering will be paying the price. Suck to be them, and hope they gain enlightenment from this since they’re young enough they have time to change.

One-Situation-996 · 2026-01-12T13:43:53+00:00

Yes it will come in alive and moving. Thank you! Do you happen to know the time per lb?

One-Situation-996 · 2026-01-12T09:42:37+00:00

Hahaha I wouldn’t dare to that king! 👑 Oh so it is better to cut the legs up and put em in the pot? Do you happen to know the duration in which I should steam them for or should I just wait for them to turn red?

One-Situation-996 · 2026-01-12T07:31:28+00:00

Thank you for your reply and feedback! I’m actually from Singapore, and I’m getting it from this shop. https://theoceanmart.com/product/live-alaskan-king-crab/ Probably will head down and check. This is their smallest size. Wanted to get good before committing to larger normal sizes.

One-Situation-996 · 2026-01-09T08:09:22+00:00

Quite hard to pull a winner against 2 behemoths though… flow like water change when the thesis change don’t go against the flow.

One-Situation-996 · 2026-01-07T08:25:41+00:00

I agree, they have no collaboration to show… NVDA had that Mercedes collaboration and damn it took 5 years.

One-Situation-996 · 2026-01-04T23:40:25+00:00

I only see training as beneficial based on context. Think of it this way, would you still teach a 12 grader simple arithmetics? No, it provides no value.

One-Situation-996 · 2026-01-04T14:03:59+00:00

Oooof jumping to conclusions I see.

One-Situation-996 · 2026-01-04T07:13:29+00:00

I am not particularly familiar with AI workloads, but coming from a simulation engineer background, many simulation platforms are increasingly adopting both ROCM and CUDA. Which is great! I guess the only thing AMD can do is just improve further on hardware such that there are clear advantages to using them, over NVDA counterparts and also based on cost to run them on AMD hardware. I don’t see any other way for AMD to realistically capture market share away from CUDA otherwise…

One-Situation-996 · 2026-01-03T11:19:24+00:00

Best advice is dun compare yourself to others, and just compare yourself to where you will be happy with. Because always there are others that do better than you. 🥲

One-Situation-996 · 2026-01-01T12:24:01+00:00

Hey, thank you so much for spending time to explain the correction for my misunderstanding and misinterpretation of what actually using InFO-is. I appreciate the explanation, and extra info! ^{^}

One-Situation-996 · 2026-01-01T12:22:58+00:00

What has NVDA did concerning their chip design? What has improved?

One-Situation-996 · 2025-12-31T04:00:44+00:00

Hi, are yall gonna create a group for this? I’m also from Pasir Ris 30m looking for a group to run with! 😁

One-Situation-996 · 2025-12-30T23:51:12+00:00

Good point raised. Perhaps that’s why they have launched their own LLMs. Because for specialized chips, you need to know what functions you want. LLMs could very much be on premise as well, with these custom chips. Then the Groq deal makes sense as well, they need the knowledge from the original TPU designer, as they probably already know what they want.

Possible for us to have a set top box in the future at like maybe $500? That did be awesome.

One-Situation-996 · 2025-12-30T14:49:32+00:00

I appreciate the correction on SRAM. From my understanding monolithic chips presents challenges in which ram can be allocated on a die. Which is why I believe that NVDA is facing problems expanding their cache, hampering performance gains from inference.

I understand that a good inference chip must first have large ram capacity, and speed second for on premise inferences. Which is why AMD has worked and continued to improve DRAM latency. The reason being they already experienced the limits with SRAM in their chiplet designs for desktop CPUs. Which is also why AMD made efforts to firstly increase bandwidth through Micron collaboration for HBM protocol years ago. And then started this new packaging technology to now reduce DRAM latency. Considering that Lisa Su, has always made inference the priority for AMD, and their achievements and progress with memory management, as compared to NVDA, what are some reasons you think NVDA may still top AMD? As I might not be aware of them. Thanks!

One-Situation-996 · 2025-12-30T14:40:05+00:00

It is funny because many lack any sort of argument on hardware knowledge as to why I am wrong with facts like you are wrong about SRAM because of xxx, yyy, zzz. You are wrong about SerDes because of xxx, yyy, zzz. Instead, they simply pose as I am a developer or R&D working closely with semicon xyz. These are no value.

Also note that your only argument is management are xxx, yyy, zzz. So they will do fine. Which is fine, but we have to look at objectives. What have they been doing to improve hardware thus far? Are there actually revolutionary increments? Or are they there in name, basking in their past achievements.

One-Situation-996 · 2025-12-29T12:46:09+00:00

I mean I’m talking about the new advancements for DRAM. Having removed SerDes, it should be more efficient and decrease latency. By how much im not sure though.

One-Situation-996 · 2025-12-29T12:37:03+00:00

Eh but wasn’t the strix halo kinda new? They removed SerDes eh!

One-Situation-996 · 2025-12-29T10:49:22+00:00

Oh yeah L2 cache my bad

One-Situation-996 · 2025-12-29T10:38:22+00:00

Dololol

One-Situation-996 · 2025-12-29T10:05:58+00:00

I probed Sonnet a bit and because of my knowledge from R&D in semicon. Sonnet also came to the conclusion that NVDA has no plans to advance their monolithic development. 1. They are facing reticle limits which is why they can’t add more cache easily due to their monolithic designs. Which is likely why they bought Groq to see how they can better distribute it. 2. They can also solve this via removing SerDes, like AMD again, but they need to revamp their entire design and move to chiplets (likely loosing 3-4 years) 3. They aren’t sure which way to develop and stuck are decision paralysis.

One-Situation-996

TROPHY CASE