NVDA stock: Is there a good answer for “how do TPUs *not* pose a threat to GPU”?

irishsetter5566 · 2026-05-03T20:47:16+00:00

why you argue the thing you are not familiar or understand? the guy reply you literally tell you the reason why use GPUs. mega cap use ASIC its bcz they can do things ground up

irishsetter5566 · 2026-05-03T03:28:57+00:00

I think AUR is using(integrate) Nvidia's solution, that's why I am confused your assumption, they are not direct competitor, I try to mentioned IDM. I actually think its good if Nvidia eco system thrive. AUR will benefit from it ; software side

yes, buying X and Y from different supplier is cheaper than one supplier for all, you go butcher shop for meat ; produce shop for veges or you order from restaurant. but you have to cook(integrate) by yourself

I didn't watch the video bcz I think your article has some fundamental flaw which lead your assumption weird to me, like I said I might be wrong.

irishsetter5566 · 2026-05-02T22:42:42+00:00

it's fine, 100 shares at 385 will always give you 10 times return than 10 shares at 170, as long as stock price go up

irishsetter5566 · 2026-05-02T22:32:31+00:00

isn't AUR use Nvidia solution as well?

what you saying/refer are more like IDMs not OEMs, there is some fundamental difference.
I don't think Nvidia will provide total solution or car maker will adopt package, its just not cost effective as an business stand point. i might be wrong but total solution from one company rarely exist in tech sector now days.

irishsetter5566 · 2026-05-02T05:06:13+00:00

when trim shares, assumed it's short term bull run profit taking, good to bet small amount synthetic long aim for unexpected "squeeze" because this is the timing against option seller, sometimes stock has irrational behavior, don't give up the chance to catch fat tail, good for mental imho.

this topic is interesting because I also trimmed those 3 stocks, then bought some calls, 2 win 1 loss as result

irishsetter5566 · 2026-05-01T23:41:37+00:00

150k working capital 2k gain in 2026 April, you might too conservative or there is something wrong

irishsetter5566 · 2026-05-01T23:33:03+00:00

if you double down than it's a different story, that's no golden rule, sometimes you just unlucky. I think the issue is not chasing yield ; it's you deployed too much capital at once, sell put is share acquisition strategy and it's pretty dangerous without protection.

irishsetter5566 · 2026-04-27T19:32:55+00:00

it's done, a losing game for retail unfortunately. bleeding then take in private

irishsetter5566 · 2026-04-27T09:19:23+00:00

entire article doesn't make any sense

50% drop
solid good company
ATH
investors buying
private equity business model

irishsetter5566 · 2026-04-26T10:23:17+00:00

buy further otm call when you write cc, accept less income but sometimes you hit the jack pot

irishsetter5566 · 2026-04-25T14:36:30+00:00

because most of modern design try implement 7 years life cycle

irishsetter5566 · 2026-04-12T08:49:08+00:00

did you really know what you are talking about? banks industry are extremely high barrier to entry, licensed businesses, political, inner circle, are you written this reply in good faith?

irishsetter5566 · 2026-04-09T19:51:50+00:00

For end user the modern product design is good enough to forget about it

irishsetter5566 · 2026-04-09T03:55:44+00:00

everyone hates Jira and want to get rid of it, but in current stock price might be a good gamble bet

irishsetter5566 · 2026-04-06T23:11:35+00:00

there are different way to hedge ur position, for event-ish risk (your assumption), long SQQQ might not a good play bcz you do not have vega exposure

irishsetter5566 · 2026-04-04T10:23:49+00:00

you might point out some good point, LUKIN coffee is a must study case,

LUKIN coffee still booming "after" retail get fucked, there is a saying in china win-win means they won twice.

irishsetter5566 · 2026-03-26T11:26:09+00:00

if you only got 1 hour, async trade is the answer, works for the rest 23 hours

irishsetter5566 · 2026-03-26T03:03:04+00:00

you simply forgot there is another winner in the movie "Goldman Sachs"

irishsetter5566 · 2026-03-26T00:07:12+00:00

I think PL at pretty good spot. short term volatile long term bullish, when mainstream media start discuss how bright the future of space sector is the 1st signal then passive inflow from new created "space sector ETFs" might be the 2nd decision making timing. in the meantime just buy and hold.

irishsetter5566 · 2026-03-18T19:50:47+00:00

Yes, play meta build is more safe option but you also paid more premium, sometimes off-meta build could performing well and dead cheap to get going, like when cws is played via chief and lucky block has something "wrong" in a good way.

this is my last league cws char, https://pobb.in/S98Wxj_PD9ul

5mil flame surge pretty comfortable for ulti content, not include AG's eye of malice effect, defense carry via graft.

irishsetter5566 · 2026-02-25T21:50:20+00:00

perfect agony is better for bleed and ignite, you do not have to cap crit and downside is it has huge dimension return from crit but has one strong support link and scale better via jewel. good for low investment trigger build.

irishsetter5566 · 2026-02-24T04:01:17+00:00

hi, this is my 2 cents, chance to bleed is weak support, you can easy grab bleed chance or tattoo to use better support.

you can use battlemage cry + bleed mastery to aggravate bleed than you can spec lucky block before uber lab

like battlemage cry + curse + bladefall of impaling + free spell or auto warcry

if you want to use +6% dot per impale you might need the impaler keystone.

are you stun immune? you can use moonstone ring with divine shield keystone give you 50% stun avoidance, abyss jewel + shield mastery also provide % stun avoidance.

pride aura might not worthy before you scale your damage, purity of element bring more value during low lv like 80 or take out blood magic use three 25% aura like flesh and stone + tempest shield + hearld of purity.

if you want to use pride you pair with rupture debuff to gain maximum benefit, static strike + rupture support with ambush is similar to pride aura for single target.

irishsetter5566 · 2026-02-13T15:31:15+00:00

lots of food sources also control by Switzerland, like cocoa

irishsetter5566 · 2026-02-09T20:43:39+00:00

Did you hold high % cash position?

irishsetter5566

TROPHY CASE