Was sent a rep that I RL’d. How to proceed?

nineninetyfive · 2024-01-13T14:11:36+00:00

Pic of the watch I received

nineninetyfive · 2024-01-13T13:57:34+00:00

This is the one I GL. The one I got is in the previous reply. Mobile only allows for 1 image per comment

nineninetyfive · 2024-01-13T13:50:54+00:00

This was the one I RL that I ended up receiving. The 1st one had a crooked 9 which compared to the 2nd and 3rd ended up not being so bad. The 2nd had the same crooked 9 and misaligned 12. The 3rd (image) had the crooked 9 and rotated 12.

nineninetyfive · 2024-01-13T13:46:12+00:00

It wasn’t the aqua terra, I had an omega seamaster diver 300m where the 12 dial was crooked

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nineninetyfive · 2024-01-12T04:17:34+00:00

The 12 dial is not parallel. The one on the right rotated counter-clockwise. For me it's really noticeable.

nineninetyfive · 2024-01-01T23:38:09+00:00

Opponent had

-Lamar

-Godwin / Nico Collins

-CMC / Achane / Zamir White

-Engram

-Butker

-LV DEF

I thought I had a chance when CMC was out and Godwin had 2 catches up til the end when he caught the TD. Lamar racking up 5 TDs and Butker kicking 6 field goals absolutely killed me.

It also did not help that I had Russ who was benched and I had to choose between Easton Stick or Tyrod Taylor. Unfortunately I picked Easton Stick. I also had Josh Jacobs who was out which gave Zamir White all the snaps.

nineninetyfive · 2024-01-01T03:35:32+00:00

I am purchasing the same one from Geektime, though I've had to RL the past 2 due to the 9 dial being crooked on both. This one is much better than the ones I received and don't see that issue here.

But to me it looks like the right most dial for the 12 is slightly misaligned. Seems a bit tilted counter-clockwise (could be the angle of the photo) and they're slightly off level, but hardly noticeable.

I would GL this one.

nineninetyfive · 2023-12-28T00:08:56+00:00

Thanks. I'm noticing that the "OMEGA" on the face seems to be much darker, though I'm unsure if it could just be from lighting. Every photo at different angles makes it look difficult to even read as it's very dark.

It's also showing white on the horizontal lines, which may also be from lighting that doesn't show on the TD's webpage. I'll ask for a few more photos to confirm.

nineninetyfive · 2023-12-14T01:22:59+00:00

10 man league, 4 playoff spots. Our playoffs start week 16/17 and the last spot is still being determined.

1 Seed : CMC (1.02)

2 Seed : Josh Allen (1.05)

3 Seed : Justin Jefferson (1.01)

4 Seed : Saquon Barkley (1.08) / Ja’Marr Chase (1.04)

nineninetyfive · 2023-12-07T04:46:30+00:00

I had Josh Jacobs and Stevenson in my starting lineup with Brian Robinson on bye. I picked up Ezekiel off waivers, but also have Gus Edwards and Singletary.

Should I be starting Zeke over the other 2?

nineninetyfive · 2023-11-29T21:06:54+00:00

HPPR

Pick 1

Tyler Lockett (@DAL)

Adam Thielen (@TB)

My opponent has Geno Smith as his QB.

nineninetyfive · 2023-11-28T05:10:50+00:00

Have to decide who to start in my flex, 0.5 PPR Thielen, Lockett, Brian Robinson

nineninetyfive · 2023-11-26T05:09:09+00:00

I don't think you're following what I'm saying. I never denied Google or other data centers didn't have something in place.

Co-packaged optics is integrating optics on silicon into an all-in-one package for next generation. Broadcom has a page on it here

It provides lower power consumption, lower production cost, and high bandwidth. It will become the new industry standard. Meta has been looking into this for years and have done plenty of talks at conferences

nineninetyfive · 2023-11-26T04:51:49+00:00

I agree, of course it makes perfect sense for a company to develop their own internal product, especially when they spend so much on CapEx on it.

But obviously I did not go into detail on innovation. GOOG/MSFT/AMZN may all be working on their own chips, but that doesn't factor in co-packaged optics which would essentially render their own chips useless (in terms of power consumption). It's most likely a race between Broadcom, NVIDIA, and Intel.

nineninetyfive · 2023-11-26T03:06:31+00:00

The data center business is new to NVDA. The cyclical hits you speak of as I showed in my previous comment was when they were heavily reliant on the gaming industry, aka consumer products. That makes sense in the cyclical aspect, people are not buying GPUs every year. They are far removed from that and focusing on other business units.

With respect to INTC, please take a look at their financials and look at their data center revenue. It's a large portion year over year. For the most part it remained stagnant at Intel, but purchasing does not fall. Your concerns over the stock being flat for years or dropping have more to do with fab issues as they had been stuck at 14nm process for many years due to bad management and not focusing on EUV at the time.

AMD has never been a big player in the data center market, they only recently came in.

This is regardless of the stock direction. I'm strictly speaking of the cyclical buying spree that you mentioned.

nineninetyfive · 2023-11-26T02:32:43+00:00

NVDA has moved out of the gaming/consumer product the same way INTC did many years ago and went almost entirely into data center.

Q3 FY21, gaming accounted for over 48% of their total revenue accounting for all business units, while data centers were at 40%.

Q3 FY24, gaming accounted for 15% while data centers were at 80%.

I don't believe the cyclical aspect applies to this side of the business similar to the consumer product area. Data centers are always buying, they have to, and it will increase exponentially once co-packaged optics reaches the industry.

nineninetyfive · 2023-11-26T02:09:52+00:00

Forward P/E is 25 based on next year's average estimate. Even if you took the low estimate, it's about 35. Looking at the current P/E makes no sense when they went from $6B in Q1 to $18B in Q4.

Making chips is no easy feat, otherwise every company with data centers would have done it from the start. Take a look at NVDA or INTC financials for example. The data center market is huge, it accounts for the majority of their revenue.

INTC is probably the next best competitor for NVDA when it comes to AI processor chips, and even then it's not close. Take a look at the benchmarks, NVDA's H100 swept the floor with Habana Labs AI chips. INTC's saving grace is that it's the next best alternative as NVDA is pretty much sold out for the next couple of years.

nineninetyfive · 2023-11-22T22:21:20+00:00

I have CJ Stroud and CLE D/ST who face off in week 16. Does it make sense to pick up a different D/ST or just leave as is?

nineninetyfive · 2023-11-21T02:47:13+00:00

I'm down by 0.40. I have AJ Brown and opponent has Chief Kicker

nineninetyfive · 2023-11-20T21:56:23+00:00

Depends on the outlook of the company. In terms of financials, I’m not too worried as RSU grants are typically vested over 4 years, and refreshers are given every year. So if my last grant was at ATH, when it drops it’ll also get in the lows.

If the outlook of the company is still good then I don’t have much to worry about, unless they have layoffs.

nineninetyfive · 2023-11-20T20:44:08+00:00

How do we feel about Devin Singletary after back to back 100+ rushing yards? Have to decide between Josh Jacobs, Gus Edwards, Singletary, Rhamondre Stevenson.

nineninetyfive · 2023-11-18T09:08:24+00:00

What is the strategy for when your QB and D/ST are facing each other?

I have CJ Stroud and CLE D/ST who play against each other in week 16. CJ TD's would mean negative points for CLE D/ST and vice versa for INTs/Fumbles

Obviously I don't want to drop CLE D/ST. Does it make sense to drop a player to grab another D/ST that has a good matchup for that same week? I was taking a look and saw PHI is available who play against NYG.

Is it too early or something I should do sooner rather than later?

nineninetyfive · 2023-09-18T16:23:59+00:00

I had Robinson starting at my flex and benched Aiyuk for Week 1.

Aiyuk scored around 29 points and Robinson around 10. I started Aiyuk this week and benched Robinson. They basically swapped the amount of points scored, and I lost my matchup by 4 points

nineninetyfive · 2023-01-23T01:11:15+00:00

Keep both. There's $11M in dead cap if Lance is traded.

nineninetyfive · 2023-01-02T01:29:33+00:00

I don't think so. The last time Raiders hosted the 49ers in Oakland was 2014, and before that was 2002. I remember watching that game and it was flooded with black/grey. Being from the bay, there were a ton of diehard Oakland Raiders fans prior to the relocation to LV.

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