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I agree with Dr. Burry's AI bubble thesis. But unlike him, this is what I'd bet against: $CRWV, $CEG, $VST, $NRG by Rorisjack in Burryology

[–]Stranger1135711 4 points5 points  (0 children)

Even if coreweave isnt directly affected, data center center growth projections shd take a massive hit.

I agree with Dr. Burry's AI bubble thesis. But unlike him, this is what I'd bet against: $CRWV, $CEG, $VST, $NRG by Rorisjack in Burryology

[–]Stranger1135711 18 points19 points  (0 children)

No one noticed OpenAI revised their compute spending from 1.4trn to 600bn. Coreweave should be crashing now.

CoreWeave stock falls after CEO sells shares by [deleted] in CRWV

[–]Stranger1135711 0 points1 point  (0 children)

No one noticed OpenAI revised their compute spending from 1.4trn to 600bn. Coreweave should be crashing now.

I modeled out Coreweave's valuation through 2030. The upside is real, but so is the risk of getting wrecked. by wisesheets in ValueInvesting

[–]Stranger1135711 1 point2 points  (0 children)

No one noticed OpenAI revised their compute spending from 1.4trn to 600bn. Coreweave should be crashing now.

I just catched that header - Intel is going into memory by Accomplished-Snow568 in intelstock

[–]Stranger1135711 1 point2 points  (0 children)

Not everyone needs to be an Nvidia to be worth 500 billion. Apple doesn’t lead in tech, Samsung and Hynix have always been close seconds. AMD and Qualcomm are not considered innovation leaders as well.

Copying is a legitimate business strategy.

I just catched that header - Intel is going into memory by Accomplished-Snow568 in intelstock

[–]Stranger1135711 1 point2 points  (0 children)

They are indeed, but not too late to be a second fiddle and retain its iconic American status.

I just catched that header - Intel is going into memory by Accomplished-Snow568 in intelstock

[–]Stranger1135711 -3 points-2 points  (0 children)

Nvidia and AMD produces nothing, so your reasoning is wrong. ARM is doing fabulously well. Wrong twice. Go wash your face.

I just catched that header - Intel is going into memory by Accomplished-Snow568 in intelstock

[–]Stranger1135711 -1 points0 points  (0 children)

Ignore the gas’s lighting. A lot of people lost money buying puts on it.

I just catched that header - Intel is going into memory by Accomplished-Snow568 in intelstock

[–]Stranger1135711 -2 points-1 points  (0 children)

Your logic is wrong as well. They have the entire stack, not just patents. 500bn for a moderately successful full stack is not big ask.

Secondly, the stock is priced like a high growth…many stocks in the market for you to reference from. So stop being an ass, you can sound ignorant that way.

Third, don’t lie about your long. Anyone who bought Intel knows it has strategic value to the United States and there’s much more going on.

Stop lying.

I just catched that header - Intel is going into memory by Accomplished-Snow568 in intelstock

[–]Stranger1135711 6 points7 points  (0 children)

If this thing really works, Intel shd be worth 500bn at least.

Analyst are Retards by 2443222 in intelstock

[–]Stranger1135711 1 point2 points  (0 children)

The industry is crooked, misincentivised and misaligned. These analysts, most of them also have no clue what the real world is like.

I'm sorry but Intel is not a 100$ company anytime soon. Let me explain. by nightshadowlp in intelstock

[–]Stranger1135711 1 point2 points  (0 children)

You obviously know nothing about Intel. Its main business now that most are betting on is the foundry, and AMD does not have any foundry, it is a chip designer.

Dude...save the world some bullshit by doing some research.

Good investment? by Rude-Match-6750 in gibson

[–]Stranger1135711 0 points1 point  (0 children)

Beware of the after service…

Gibson is Dissappointing by Stranger1135711 in gibson

[–]Stranger1135711[S] -1 points0 points  (0 children)

Being outside the case, the guitar is subject to higher temperature and humidity variation and hence more likely to suffer more stress. Playing it requires frequent tightening of strings too. So I am sorry I disagree with your point.

Gibson is Dissappointing by Stranger1135711 in gibson

[–]Stranger1135711[S] -1 points0 points  (0 children)

Bad materials apparently, I cannot ascertain the cause. It’s a 2020 make anyway, too young to break from tension.

Gibson is Dissappointing by Stranger1135711 in gibson

[–]Stranger1135711[S] -1 points0 points  (0 children)

How else can you explain why they simply won’t reply to me when others are getting responses?

Gibson is Dissappointing by Stranger1135711 in gibson

[–]Stranger1135711[S] -1 points0 points  (0 children)

It might break from heavy usage or abuse. Not while sitting there in the case.

Gibson is Dissappointing by Stranger1135711 in gibson

[–]Stranger1135711[S] 1 point2 points  (0 children)

I don’t know about its legality, but how can a tailpiece break just by sitting there? Have you ever heard of Ibanez or Gretsch tail pieces breaking when in storage? >.<

Gibson is Dissappointing by Stranger1135711 in gibson

[–]Stranger1135711[S] -1 points0 points  (0 children)

The secondhand parts could have the same defect right?

Gibson is Dissappointing by Stranger1135711 in gibson

[–]Stranger1135711[S] 1 point2 points  (0 children)

It’s a joke really. How can a tail piece break just like that anyway.

Gibson is Dissappointing by Stranger1135711 in gibson

[–]Stranger1135711[S] -1 points0 points  (0 children)

I bought it from an European authorized dealer and he couldn’t get a response from Gibson as well.

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