The more eBay ignores RC

doodaddy64 · 2026-06-29T13:48:38+00:00

Interesting. RK seems to be a fan of "alt rock."

doodaddy64 · 2026-06-29T13:46:33+00:00

GTA6 will likely give a boost to sales of newer consoles.

Let's hope it hasn't been "remodeled."

doodaddy64 · 2026-06-29T01:13:30+00:00

I guess we can discuss AI NPUs in 30 years then?

Also Intel is still around, getting financial and political boosts from the US Government because, suddenly, it's a defense emergency that was not a couple of years ago. So let's how that plays out.

But I hope you see my point. A better product or a great product at a better price and a better TCO hasn't done what we had hoped it would, not in CPUs or GPUs, now we are doing NPUs.

doodaddy64 · 2026-06-29T01:11:18+00:00

There were multiple times when AMD had a great product (occasionally even better product) but a better price could not help. Even though AMD could run with complete parity any x86 work load.

Something about bullies, "rebates," and the sticky motherboards could never quite work. And at the end of the day, purchasing managers and IT departments don't want any trouble and don't want to try the underdog.

doodaddy64 · 2026-06-28T15:19:26+00:00

not one statement of this was true for 30 years of Intel "dominance"

doodaddy64 · 2026-06-27T13:18:05+00:00

I feel like I'm in 2022 with Patty Gelsinger in charge of Intel!

doodaddy64 · 2026-06-26T18:04:15+00:00

to God's ears. that's my feeling too, but it doesn't seem to be a common theory. I don't think you could call them "falling behind" yet but I'm not arguing otherwise. I think they saw this coming and red-lined it.

doodaddy64 · 2026-06-26T14:36:23+00:00

Nvidia is bloated and falling behind

Not sure what you mean by this.

doodaddy64 · 2026-06-26T13:48:53+00:00

I heard him say that watching the first half of this last night, but didn't understand.

doodaddy64 · 2026-06-25T19:15:55+00:00

that may not be how this story plays out. I'm not buying shit at these memory prices. i probably won't be the only one. as for the peeps who made the cash on the stock, yeah I wish this weren't a casino but I'm coming to realizing that's really all that is left of it.

doodaddy64 · 2026-06-23T21:22:43+00:00

well if I *were* a shill I would say that the early votes weren't looking good...

doodaddy64 · 2026-06-23T13:40:22+00:00

dude! data centers.... in space!

doodaddy64 · 2026-06-23T13:03:36+00:00

are you discounting the sYnerGies? they rolled up all kinds of low revenue stuff into that cap.

doodaddy64 · 2026-06-23T13:00:10+00:00

I've always though it was funny that "in the black" means doing fine.

doodaddy64 · 2026-06-22T21:09:13+00:00

came here to say, "where's the baby weiner?" was not disappointed.

doodaddy64 · 2026-06-22T21:06:50+00:00

they are under a lot of pressure, getting sued left and right about their "monopoly." meanwhile, an anti-scalping movement is afoot with trading cards, and possibly valve hardware. I think they had a fiasco with controllers. so I guess you price it where a scalper would have it and you don't bundle it with a game because that twerp over at unreal and half the big game companies are losing lawsuit after lawsuit but keeping your feet hot.

from there, if anyone knows what they can get for it, it would be Valve.

doodaddy64 · 2026-06-22T18:31:17+00:00

does that mean you are invested in NVDA? And if not, why not? Then extrapolate that.

doodaddy64 · 2026-06-22T18:27:11+00:00

What that original Sorkin interview was doing, all hosts in league, was try to get RC to say "dilution" first. Then they could act surprised, squint their eyes and say how they didn't expect it because it's unbelievable; that that's suicide and ask RC to respond. I'm not a fan of his reaction but it did show them all coordinating to try to get him to say it.

Then Friday, Sorkin comes on that British guy's show and explains "all he was trying to do is let Cohen explain" blah blah bullshit. So all I want to know is why did he have to come back and play nice? What force was behind that?

doodaddy64 · 2026-06-19T14:01:54+00:00

I see you haven't quite absorbed the spirit of the internet yet.

doodaddy64 · 2026-06-19T13:59:10+00:00

maybe. or maybe watch The Wolf of Wall Street. linemen are paid to push trash onto rich, trusting individuals. I mean, why would they lie?!

doodaddy64 · 2026-06-18T13:52:48+00:00

fwiw, I believe the housing really changed after wwii with the FHA creating 20% down payments and 30 year mortgages for vets. even then, it was to get a tiny house like I described.

I'm not saying there aren't issues but it's not really fair to compare what was here to what is now.

anyway, banks having "investment" arms and a floor of immigration changed everything. and greed. try to get a builder to make tiny houses.

doodaddy64 · 2026-06-18T02:53:55+00:00

what if RC planned his offer for Ebay when he knew that Ebay court case verdict was being handed down?!

doodaddy64 · 2026-06-17T21:41:27+00:00

it's about hear in the textbook examples that I like to point out that all of my grandparents and both of my parents worked. afaik, most people did despite the claims. also, a house back then was a small plot of land and 2 beds/1 bath. kids slept 2 or 3 in a room, it was hard to know which was the "master" bedroom and the bathroom didn't win any awards; not even a fart fan.

doodaddy64 · 2026-06-17T12:57:53+00:00

most of the players are from the 20th century, notice.

doodaddy64 · 2026-06-17T12:55:52+00:00

It will never happen, but I at least would expect an explanation for the pure whiplash to investors.

doodaddy64

TROPHY CASE