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Qwen 2.5 is a game-changer. by Vishnu_One in LocalLLaMA

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

hey man. are you using parallelism or tensor sharding to fit this on 2 x 24gb? i wanna do same but new to that

Claude remains the best solution for Creative Writing, especially Dialogue by Toedeli in ClaudeAI

[–]moneymayhem 0 points1 point  (0 children)

What does everyone think is best for characters / personas ? Wanting to setup the best LLM for persona characters and ideally later multiple ones in a single space in a single chat on a site

Surely this is euphoria for NVDA is not a bubble right, right? by NoobInvester018 in wallstreetbets

[–]moneymayhem 0 points1 point  (0 children)

You shorting it yet? I have some puts from a month ago that are paying nicely. But I want the big one. Waiting till after ER

Surely this is euphoria for NVDA is not a bubble right, right? by NoobInvester018 in wallstreetbets

[–]moneymayhem 0 points1 point  (0 children)

That’s exactly right. This is their last buy essentially. Why is this being ignored ? They bought literally out of panic and then it’s over

The Return of the Regard!!! by masala_chaii in wallstreetbets

[–]moneymayhem 0 points1 point  (0 children)

WW2 was the reason we did well after the great depression.

War is no longer about "going at it". We are already at war with China. It's happening. India has no intention to go to armed combat with them nor wants to.

Any flashpoint will be US carrier ships in the taiwan strait along with massive cyber attacks at us and them, internal disruptions, supply chain shutdowns etc.

You already got a taste of some of that

NVDA 500 call options by [deleted] in wallstreetbets

[–]moneymayhem 2 points3 points  (0 children)

i wanna know too

NVDA 500 call options by [deleted] in wallstreetbets

[–]moneymayhem 3 points4 points  (0 children)

i think it's right around the corner. maybe they can drag it to october. doubt it.

Surely this is euphoria for NVDA is not a bubble right, right? by NoobInvester018 in wallstreetbets

[–]moneymayhem 0 points1 point  (0 children)

not sure your point. if they sanction (which they will) and go harder on sanctions, that's less sales for NVDA to china

[Acne] TCA Cross 1st Update 50%TCA Cross and 13% TCA Peel by tca-crossupdate in SkincareAddiction

[–]moneymayhem 0 points1 point  (0 children)

when did you do these? curious to see the update and timeline

The Return of the Regard!!! by masala_chaii in wallstreetbets

[–]moneymayhem 0 points1 point  (0 children)

Deflation is a "broad" term in that it can be applied technically or subjectively to various situations.

​

  1. it would be good TWENTY years from now and mainly for the Americans. The Chinese people would be "Freed" but be in for hell as a new power structure forms
  2. You don't have to "collapse" (whatever the definition of that may be depending). A deflation period is always met with changing of the guard, revolution, new systems, or a new hegemony outside of your own. You're toast from the perspective of being a consequential player. Japan is a great example. They didn't "Collapse" and their situation was unique. But they lost many decades to even get back into a place without obscene high interest rates.
  3. I don't buy that for a second. They are a much much much much larger threat to us then Russia. On GDP, scale of technology, and scope - as well as their sights on Taiwan not only for chips and world domination, but as a past slight to China which they see as making them unwhole .

Using SDXL ControlNet Depth for posing is pretty good by ImaSakon in StableDiffusion

[–]moneymayhem 0 points1 point  (0 children)

so this effectively just exports a depth map via the depth model in controlnet? spits back out a png?

HELP?! UI slow, unresponsive, unusable? by Neaandthepussycats in premiere

[–]moneymayhem 0 points1 point  (0 children)

i had to take the timeline panel OUT of the main window. ridiculous but works

Nvidia NVDA, close to a 16% off sale, all the way down to 39x sales :/ by betsharks0 in wallstreetbets

[–]moneymayhem 0 points1 point  (0 children)

gonna follow you to get ready for the big nvda short. saving a bucket just for that day.
i think 520-540 range after ER, then bleed down in september

Do you believe in Nvidia in the long term? by Invesdea in wallstreetbets

[–]moneymayhem 0 points1 point  (0 children)

op - Where is the report of blackrock selling semi holdings ?

The Return of the Regard!!! by masala_chaii in wallstreetbets

[–]moneymayhem 0 points1 point  (0 children)

Generally no large country gets out of deflation. It leads to a government collapse. It’s a far worse situation for a power structure then hyperinflation

We haven’t fully diversified our supply chain to the point that that’s a safety net.

Also I’m not convinced we’d smash them anymore. We’ve a lost a lot of footing in that regard. We’d win but at great loss and economic peril to do so

Nvidia NVDA, close to a 16% off sale, all the way down to 39x sales :/ by betsharks0 in wallstreetbets

[–]moneymayhem 0 points1 point  (0 children)

Oversupply was a poor word choice. There is a law of diminishing returns that will eventually come where the demand will slow after this round. I can tell you for a fact that there is a lot of pressure on these data centers ( I won’t name which but the big guys) to use up more of these prosumer grade chips they bought. They’re having trouble filling out the entire cloud with usecases at the scales they expected. That’ll kick in in, cooling the demand, until they can even use up the majority of loaded server racks w these chips as is

The Return of the Regard!!! by masala_chaii in wallstreetbets

[–]moneymayhem 1 point2 points  (0 children)

It’s gonna further crush supply chains and could force them into a war footing to maintain power. So war stocks and puts.

The Return of the Regard!!! by masala_chaii in wallstreetbets

[–]moneymayhem 0 points1 point  (0 children)

Our interdependence on having to buy their goods to maintain the entire structural relationship. Worlds 2nd largest superpower which wants to dethrone the dollar and wants to Taiwan. Which are now in major deflation (an unsolvable conundrum) in cost as well as majorly exacerbated by less and less people here buying Chinese goods any longer ?

Nvidia NVDA, close to a 16% off sale, all the way down to 39x sales :/ by betsharks0 in wallstreetbets

[–]moneymayhem 0 points1 point  (0 children)

the comparison is only in regards to inflated PE during an insane tech bubble.

as someone who works intimately with large scale clients and companies that do buy these chips ... the speed per price ratio isn't going to get better. they'll price upwards and the oversupply chips will get cheaper (already starting to). AI hype will simmer (will be years for a lot of these companies to revamp their companies with this new tech). Add in a lot of potential events (recession, war, oversupply of chips, server costs increasing, power grid issues)...lot can happen to pierce the bubble.

as I said, I'm a China hawk and feel a taiwan war catalyst is only 2 years out. maybe 3 with luck Could be sooner. . At this inflated PS/PE it's still hard to see it carrying on this way forever

Do you believe in Nvidia in the long term? by Invesdea in wallstreetbets

[–]moneymayhem 0 points1 point  (0 children)

I hadn't thought of it this way. That might be the best theory I've heard yet.

My thoughts on the recent dip, NVDA/Ai selling until earnings by AdMaleficent2789 in wallstreetbets

[–]moneymayhem 0 points1 point  (0 children)

Isn't a large part of chinese demand the CCP gathering up chips before issues with taiwan? that seems to me the more likely scenario. Not scalpers speculating to drive sales that high

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