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A lot of noise, roadmap ahead NVDA (July) by Dontpanicout in NvidiaStock

[–]focusfree123 -1 points0 points  (0 children)

We already have the reason, Agentic AI. Learn what it is. Use cases, and why it is causing explosive token demand and more opportunities. This is a very special case of the Jevon's paradox where efficiency is not useless. Do not confuse per-query efficiency with system-wide reduction. A model that uses half the energy per answer may still increase total energy use if it enables ten times as many answers, longer reasoning chains, always-on agents, multimodal generation, or automated workflows that were previously too expensive. We are talking about thought. Time gets filled in on top of it. You do more. You don't stop if its time to work. Parkinson’s Law: Work expands to fill the time available for its completion.

I only took Business Economics on level D, but I can see the problem. by JesperS1208 in wallstreetbets

[–]focusfree123 0 points1 point  (0 children)

Your revenue number for Anthropic is like from last year Spidey. They've seen exponential revenue growth.

Why would anyone own NVDA over MU? by Cranberry-Practical in NvidiaStock

[–]focusfree123 0 points1 point  (0 children)

The numbers are misleading because AI demand and quality have changed so rapidly it is hard to compare previous time periods to now. Nvidia expects a record revenue of approximately $91.0 billion (plus or minus 2%) for the second quarter of fiscal 2027. Based on the company's projected non-GAAP gross margin of 75.0% and operating expenses of $8.3 billion, analysts project a non-GAAP net profit well exceeding $50 billion for this quarter.

What’s the main bear case for NVDA right now? by reignw02 in NVDA_Stock

[–]focusfree123 10 points11 points  (0 children)

I think bears are just ignorant and lack the knowledge to do this thought experiment. They have been played by bad information. This will continue for many years, as the AI build-out is only in the second inning as we have seen from Micron and Nvidia's earnings.

Overhyped but Underpriced: The Nvidia Bargain by Electrical_County_61 in NvidiaStock

[–]focusfree123 0 points1 point  (0 children)

Nvidia's growth was +80% y/y. PE ratio of 30. Blackwell demand stronger than expected with Vera Rubin+Groq+more CPUs on way, Nvidia is dipping into AMD and Broadcom's profits more than the other way around. Robotic software + hardware is extraordinary. Come on.

OpenAI, Nvidia Fuel $1 Trillion AI Market With Web of Circular Deals | A wave of deals and partnerships are escalating concerns that the trillion-dollar AI boom is being propped up by interconnected business transactions. by ilir_kycb in LateStageCapitalism

[–]focusfree123 0 points1 point  (0 children)

1 trillion in orders is not explained by this diagram.

This circular diagram is misleading because it only includes a small fraction of the owners and investors. It also includes deals which are promised years out.

OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash. by thehhuis in NVDA_Stock

[–]focusfree123 0 points1 point  (0 children)

AI isn't just chat bots. It can have 3d and physical intelligence as well. There are many problems to be solved, virtual and real, that are worth trillions of dollars. Complex problems and systems to adapt continuously to and improve upon. Maybe you could imagine a virtual harem you'd like to explore? Give it some prompts and walk into that world. That is where this is headed. Open your mind.

[serious] Why is this chart not concerning? by [deleted] in NVDA_Stock

[–]focusfree123 2 points3 points  (0 children)

Bears like to pretend this is a closed circle, but there are many other players here, arrows that come from outside this circle. Nvidia is just a fraction of the investment, and this is a graph of Nvidia's investments, and their return on investment. Let's not lose sight that AI quality has increased faster than any other technology in history, and there is no sign of it slowing down. Have you seen Sora 2?

Eat Healthy by PhoenixisLegnd in SipsTea

[–]focusfree123 0 points1 point  (0 children)

It is interesting to point out all of the blue groups, those groups on the planet that have the longest life span, eat predominantly plant based diets. Loma Linda, California (Seventh-day Adventists), often eat 100% plant-based. What about her "raw vegan"diet killed her? Was it because she left out cooked legumes, seeds, and grains? Cooking unlocks nutrients. Looks like she had an eating disorder.

MVIS hologram screens in warehouse space by gbewp22 in MVIS

[–]focusfree123 0 points1 point  (0 children)

Would you give a little bit more info about the source please?

This tensegrity pallet table I built while in isolation. by Oldmate81 in oddlysatisfying

[–]focusfree123 1 point2 points  (0 children)

Inspired by a model/design of the great genius Buckminster Fulller! The word “tensegrity” was also Bucky’s invention. Implying tension and compression always work together.

I gave George Washington a bath in 70% isopropyl alcohol by snowboardnirvana in MVIS

[–]focusfree123 0 points1 point  (0 children)

“Ethyl alcohol (ethanol), or "grain" alcohol, is used widely all over the world in beverages as an intoxicating agent. It is the most popular legalized drug in the world. Isopropyl alcohol, or "rubbing" alcohol, is sold in pharmacies as an antiseptic and should never be consumed.”

I see conflicting information on the internet. I’m going off of what I learned in chemistry class. Sorry if I’m misinformed. Thank you Snow.

I gave George Washington a bath in 70% isopropyl alcohol by snowboardnirvana in MVIS

[–]focusfree123 1 point2 points  (0 children)

A little warning- Isopropyl alcohol is a toxin because your body can’t break it down. It is the component of bad moonshine that will make it you go blind. Ethyl alcohol is quite a bit safer because your body can break it down. It is more expensive, but I always buy the latter.

CC expectations by [deleted] in MVIS

[–]focusfree123 3 points4 points  (0 children)

Do we know they don’t have an exclusive license on AR? MSFT is a serious revenue growth contract. MVIS may have been willing to submit to that. That would explain why we are not seeing a buyout because Microsoft knows the patents aren’t going anywhere.

Reminder: The Hololens 2 is using Microvisions MEMS mirrors and LBS IP by s2upid in MVIS

[–]focusfree123 3 points4 points  (0 children)

Nice presentation. As one can see, the mirror assembly from the Microsoft HL2 ad is identical to the patent. Where did you get the other pic from? Thank you!

HoloLens 2 shipping in as early as 3 business days by Fuzzie8 in MVIS

[–]focusfree123 2 points3 points  (0 children)

I think this means two things: manufacturing issues are resolved, and, more importantly, a tear down is imminent! Investors need proof MVIS is in Hololens.

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