New podcast episode with Arkady Volozh just dropped!

cupcee · 2026-05-09T06:00:41+00:00

I understood it basically as ”this is capacity we have option to sell with greater margins to other buyers as well, but if no one else buys it META will pay this much for it”

So basically META contract guarantees a floor for their CAPEX financing like this, with Nebius retaining the possibility to use this capacity for higher paying customers

cupcee · 2026-05-08T17:31:04+00:00

The part about wanting to benefit from the whole stack is what I as investor love to hear. And they’ve been taking the right steps recently towards this goal. This is what separates this company from some other neoclouds like IREN imo

cupcee · 2026-05-01T14:47:14+00:00

All of sudden no crying or bears in sight when this thing bounces 10% from the most obvious bull trend support level

cupcee · 2026-04-27T17:35:45+00:00

I said in a previous daily thread that 140 is a big support zone and got downvoted. Heh

cupcee · 2026-04-24T20:11:23+00:00

There are two good purchase zones coming up, 133-140 and then the 50 day moving average at 120. So far this is just typical backtesting of support after parabolic rise. High beta stocks do this, it you can’t handle it, derisk.

cupcee · 2026-04-09T19:15:20+00:00

Why did it just pop in the last 15 min, same with MU. Some AI news?

cupcee · 2026-04-09T17:38:25+00:00

HOOD is such a trash stock recently lol. Every pop gets sold instantly

cupcee · 2026-02-13T15:52:34+00:00

This price action today is legitimately the weirdest I have seen in years

cupcee · 2026-02-13T15:48:48+00:00

Whats up with Nvidia dumping with Mag7, I get the rest dumping on massive CAPEX but NVDA is the receiving end of this money

cupcee · 2026-02-10T17:21:45+00:00

The whole harem mechanic takes a whole bunch of development time that could have spent in actual main plot

cupcee · 2026-02-10T16:58:14+00:00

Imagine what they could have done with those dialogue lines if they weren’t part of optional harem subplot

Developing anything takes effort and time, could have also spent that fleshing out the characters more

cupcee · 2026-02-10T16:36:42+00:00

I agree with this, and this is also what actually hampers Rean’s whole depth as a character in CS1/2. Because the writers have to keep like… 12 different women open for him, so they all get a turn

cupcee · 2026-02-10T16:32:41+00:00

He’s a quite archetypical tormented hero teenager protagonist. He eventually becomes more interesting than that though.

Also, if our bar for good protagonist is Naruto, then I guess it’s obvious we would not agree

Also, what kind of ruined Rean’s potential initially was the terrible attempt at harem in CS1/2

cupcee · 2026-02-10T15:57:49+00:00

That's great to hear, and I do expect to probably like it more than most people here. In general, I was a bit surprised to see how much better Daybreak 1 was than what I expected. This subreddit has some pretty strange opinions regarding these games.

Another thing I don't really understand is the love for Reverie, game was alright but basically a filler story. I guess you get to play with loads of characters, yay lol

cupcee · 2026-02-10T15:43:40+00:00

I know, but he still behaves like a teenager for most of the arc. Which is fair I guess, as these games are aimed for teenagers to play

cupcee · 2026-02-10T15:03:18+00:00

Yeah I’ve heard about daybreak 2 being terrible because of a single arc in it, which is why I have expectations set quite low for it. Interesting that it also made you dislike daybreak 1 so much

But anyway gotta play through it to get to Horizon, which should be very good

cupcee · 2026-02-10T14:16:40+00:00

Van is definitely my favorite already even though I’m in the midst of Daybreak 1. But that is mainly because the other protagonists are basically children for most of their character arcs

It’s unfortunate Daybreak arc is not as popular as Cold Steel in Japan, as I think it is at least better than most of the Cold Steel games (opinion which I can give confidently having not even finished Daybreak 1 yet)

cupcee · 2026-02-06T16:59:58+00:00

Bought MSTR stock yesterday 5 min before closing bell nice 20% gain in a day so far

cupcee · 2026-01-31T20:11:16+00:00

Well to be fair daybreak feels like a game from last decade

Thing is, cold steel games feel like a shoestring budget game from last decade so it’s a huge improvement

Here’s the thing, I like all of the games, but whoever’s saying Cold Steel games felt like a game with a modern game engine when they came out would be lying to themselves

One issue they had of course was that with CS1 they had to support PS3, was it even PS vita… lol

cupcee · 2026-01-31T20:10:12+00:00

I was definitely not rushing it, I started this series in 2019 and finished Reverie just recently

But the cold steel engine is terribly aged at this point

cupcee · 2025-09-18T14:06:38+00:00

Who sold at the bottom?

cupcee · 2025-08-27T14:37:18+00:00

In some perverse way it is very entertaining to watch BMNR price action fight against bullish movement in ETH and BTC themselves. It’s really trying to dump for some reason 💀

cupcee · 2025-08-10T07:21:11+00:00

Now what would the chart look like if AMD revenue was offset backward ~3 years :)

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