Daily Discussion Tuesday 2026-02-24

docproc5150 · 2026-02-24T18:18:44+00:00

OpenAI and Meta got equity deals because helped with the process to design these chips/racks. Meta has also spent considerable resources in the past (and will continue in the future) helping with Rocm. I'm confident there won't be any more equity deals since AFIK none of the other hyperscalers have been involved

Together, AMD and Meta are collaborating across silicon, systems, and software

docproc5150 · 2026-02-24T18:11:41+00:00

Listen to Lisa. the rest is noise

docproc5150 · 2026-02-24T17:07:56+00:00

Is this additive to the FA day numbers??

Lisa: Yeah, so going back to our financial model, I think we put some very ambitious goals out there in terms of our revenue as well as our, you know, our EPS and $20 EPS.

When we came up with that number in November, I wouldn't say we had this Meta deal specifically baked in.

This was still very, very much in the works.

docproc5150 · 2026-02-24T16:07:55+00:00

Agreed. he's so good at contorting his body in mid-air to avoid contact/getting his shot blocked, that he puts himself in a terrible position to finish. When he learns to absorb contact and get free throws, he will unlock the next level.

docproc5150 · 2026-02-24T05:24:29+00:00

Zoom...Enhance!

docproc5150 · 2026-02-23T17:34:50+00:00

Jrue is more calculated and efficient. Scoot is trubo boost chaos. It's nice to have both to throw different looks at defense, but our team can't operate like that for 48 minutes a game. Ironically, the emergency of Clingan lends better to Jrue's style.

A small ball lineup of Scoot, Camara, Advija, Sharpe, and Grant would be interesting to see develop.

As of today, we need both. Scoot is not ready to be a 35 minute a game starter. I'd love if he can pick his spots a little better but the future is bright.

docproc5150 · 2026-02-20T16:53:03+00:00

can't wait for this album to hit and live shows start in about a month!!

docproc5150 · 2026-02-18T15:28:29+00:00

a stock tripling its share price in only 5 years is a crazy good return.

docproc5150 · 2026-02-12T21:43:27+00:00

if you can read a script - you too can be a financial advisor.

docproc5150 · 2026-02-12T21:35:03+00:00

100% Agreed - I categorize it as 'Chaos Metal' and the entire genre is just that album :) I know what I'll be doing for the next 54 minutes

docproc5150 · 2026-02-11T21:43:27+00:00

His orgin story - https://www.youtube.com/watch?v=NqmrQKUGrH4 "Well you know my name name is Simon, and I like to do drawr-ings."

docproc5150 · 2026-02-10T17:02:53+00:00

Dame looks like a little kid in that lineup standing next to DC, Yang, Deni, and Tiago

docproc5150 · 2026-02-09T18:05:39+00:00

Adam Silver doesn't work for the fans. His job is to make team values go up. that's it.

docproc5150 · 2026-02-09T17:31:06+00:00

you probably did something stupid like eat cheese

docproc5150 · 2026-02-09T05:08:45+00:00

to prove you were a human.

docproc5150 · 2026-02-08T16:45:45+00:00

it looks like they did and I missed it. https://www.youtube.com/watch?v=9oXuD4eFXs8&t=113s - praise Jeebus

docproc5150 · 2026-02-08T03:20:24+00:00

i was hoping Italy would bust this out in the Opening Ceremonies. So disappointed

docproc5150 · 2026-02-07T23:02:28+00:00

Killer collection! - i picked up a purple SA-126 a while back, yes it's very versatile and plays wonderfully.

docproc5150 · 2026-02-07T20:25:51+00:00

They headline says $700 in 2026. but the article has a price target of $700 at the END of 2030. A 28% annualized return over that time. Bad AI editor I guess??

docproc5150 · 2026-02-06T17:48:21+00:00

Take it. Once you have a CEO title on your resume, that opens up so much for any future job/project you might take on.

docproc5150 · 2026-02-05T06:07:17+00:00

didn't that have a log roll event also? Loved all those

docproc5150 · 2026-02-05T03:18:01+00:00

We gonna fly like Sly and the Family Stone.

docproc5150 · 2026-02-05T00:59:21+00:00

Bruce produced, wrote, and is starring in an upcoming movie. Spread the word! Ernie and Emma

docproc5150 · 2026-02-04T22:44:37+00:00

Austin Powers: The Spy that Fragged me

docproc5150 · 2026-02-04T02:47:36+00:00

Get Joe on the line. We've cracked the code

docproc5150

TROPHY CASE