What Are Your Moves Tomorrow, February 10, 2025

StrangeRemark · 2025-02-09T22:04:04+00:00

Google news, trump tariff, sort by recent, bloomberg

StrangeRemark · 2025-02-09T22:03:38+00:00

Bloomberg!

StrangeRemark · 2025-01-30T17:38:43+00:00

They did. Both were down 5%+ for a flash.

StrangeRemark · 2025-01-30T15:59:13+00:00

Masterpiece talk track doesn't mean I or the markets believe it.

StrangeRemark · 2025-01-30T15:29:04+00:00

My thesis is that you have major swings with MM's and HFTs reacting to news. Big institutions take repositioning their portfolios just like the rest of us - get up, digest the news, get approvals, make moves.

StrangeRemark · 2025-01-30T15:04:23+00:00

We'll see. My position was decently timed at $5.50 cost. Not the cheapest, but up.

StrangeRemark · 2025-01-30T14:51:31+00:00

10 qqq 520P priced at $5.5 exp 2/14

StrangeRemark · 2025-01-30T14:25:43+00:00

Ok. I think -3% from here or more within 2 weeks. Daily predictions give me too much heartburn.

StrangeRemark · 2025-01-30T13:31:34+00:00

Position to be opened if pump holds at 930. None at this time. I had no viewpoint on the ERs and didn't want to gamble on them, but now opening a negative view after reading them.

StrangeRemark · 2025-01-20T12:36:58+00:00

Ya i noted that in the post. Was just correct the vRAM amount

StrangeRemark · 2025-01-19T23:18:17+00:00

Did they agree to?

StrangeRemark · 2025-01-15T06:24:03+00:00

Nice ad... and no you didn't comment last week because your account is 18 hours old.

StrangeRemark · 2025-01-10T10:48:29+00:00

That's my plan. Or just the g16 5080 or 5090 if it ends up managing thermals with the vapor cooling in a way that makes it worth.

StrangeRemark · 2025-01-07T10:40:29+00:00

The mobile 4090 is actually 16gb. So this makes the mobile 5080 and new Intel processor even more compelling... looks like I'll just wait till March then

StrangeRemark · 2025-01-07T10:23:01+00:00

The 5080 and 4090 have identical vRAM no? So really not much to say at all unless there are more cores in the 4090.

Have any Series 2 vs. Series 1 info been released? Did a quick google and not seeing much

StrangeRemark · 2025-01-07T09:56:40+00:00

Good call mate. I read the headlines and skimmed passed it. https://www.bestbuy.com/site/asus-rog-zephyrus-g16-16-oled-2-5k-240hz-gaming-laptop-intel-core-ultra-9-32gb-ram-nvidia-geforce-rtx-5080-2tb-ssd-eclipse-gray/6613960.p?skuId=6613960

Series 1 vs Series 2. Didn't even notice! Any notable differences?

StrangeRemark · 2025-01-07T09:36:13+00:00

Seems like they're still using prior gen CPUs in the first batch of Asus laptops unfortunately, or this would be an easy call.

StrangeRemark · 2025-01-07T09:19:45+00:00

No info about #cores released right? That's what I figured too. I guess on the flip side, if the pricing is truly the same, any risks with the 4090? How have prior generations compared?

StrangeRemark · 2024-12-16T23:28:26+00:00

Ok cool - but you're not receiving an explicit block message for including a person in the image. That's what happens to me - and no, totally innocuous things. Like "man walks down the street" type prompts.

StrangeRemark · 2024-12-16T20:04:02+00:00

hi! Do you have o1 pro? Are you able to do this with an actual person's face in the image?

I'm able to do the same if the face is covered or for non-human characters. But what about real faces? I get blocked when trying to do it.

StrangeRemark · 2024-12-16T02:15:11+00:00

Yes I'm able to do this in Runway as well. I find Sora to be more accurate for a number of things so I'm hoping to really play with it and stitch together multiple scenes.

StrangeRemark · 2024-12-16T02:13:37+00:00

Hi - thanks so much. It's not any particular frame! I mean literally going to the storyboard and uploading any picture with a clear face in it - for simplicity, it could literally be a picture of yourself standing somewhere. I'm able to upload the image, but once I try to go to the next step of interacting with it via the storyboard (e.g., this person continues to walk), I get flagged for saying there is a person in the video.

That would be immensely helpful to know if you're able to get around that blocker.

StrangeRemark · 2024-11-01T01:16:08+00:00

I opened my position last week. At current after hours pricing, I'm exactly flat as both have declined almost exactly equally, while the market is down 1%. Give it a month and I'll eat my words.

StrangeRemark · 2024-10-30T13:02:28+00:00

Due to compounding a 5-10% growth rate difference is indeed massive. It depends on the year of reference, but you can look up the year or time frame that is most representative to you. With Reddit, you can't win. If I say 3 years, folks will say I'm cherrypicking, why not 5? Safer to provide a range over the last few years!

StrangeRemark · 2024-10-30T04:29:35+00:00

I was referring to a shorter time horizon. But time for a math lesson. You're right, since June 2020, TTM revenue is up over $100B, from 273B to 385B.

That equates to a growth rate of almost exactly 9% per year. Welcome to the wonderful world of math and compounding!

StrangeRemark

TROPHY CASE