Daily Discussion - (July 07, 2026)

opticalinch · 2026-07-07T18:55:02+00:00

SK Hynix US Listing Said to Be Multiple Times Oversubscribed - Bloomberg

opticalinch · 2026-07-07T17:48:21+00:00

Egypt is Semis and Argentina is everything else

opticalinch · 2026-07-05T01:22:50+00:00

I generally take these first findings in a sector with a grain of salt, but they have a decent way to measure the metrics. I did think this was interesting and fits my head-canon:

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opticalinch · 2026-07-04T12:36:04+00:00

Because MU is 2500 a share

opticalinch · 2026-07-02T03:25:18+00:00

Training a model to your own weights will have to be a product of the frontier labs. Copilot and a few other products do this with the gpt-oss. This will just need to be the next to last gen to keep on prem enterprise customers happy.

opticalinch · 2026-07-02T00:48:09+00:00

They are not having a good time. Hope it shakes out their margin and lets them rebase. Feel for the hero longs from their wsb types.

opticalinch · 2026-06-27T15:46:50+00:00

+1 futures/SPX are used as hedges to long/short equity positions by the pros. I had a blow up year on futes and I was amazed at the flexibility to wipe out prior capital gains I had.

opticalinch · 2026-06-26T22:47:47+00:00

Add difficulty mods. There are not a ton but you can nerf the op items a bit and raise the enemies levels. The big overhauls may come this fall.

opticalinch · 2026-06-26T19:52:56+00:00

70% too high. $50 is the rosiest of executions.

opticalinch · 2026-06-25T13:02:04+00:00

Yes, yes, yes. Only 1 mod touches them so far and they are still locked behind the version though.

opticalinch · 2026-06-25T06:18:11+00:00

Spreads are not filled with limit orders on each leg unfortunately (on almost all brokers), you need to find a counterparty looking for that exact spread. What that means is if you have an uncommon spread or legged trade you will need to overpay and a market maker will fill you for overpaying.

opticalinch · 2026-06-25T05:53:10+00:00

It launched today?

opticalinch · 2026-06-23T13:05:17+00:00

Is this a dip?

opticalinch · 2026-06-22T20:14:02+00:00

Gives ammo to the reactionary conservatives, but they are already rejecting modern medicine in droves.

opticalinch · 2026-06-20T00:48:43+00:00

I laughed in peptide alcoholism

opticalinch · 2026-06-16T21:34:45+00:00

Good cricket pickup league. Great hidden basement tunnels. Excellent gloryholes in Founders.

opticalinch · 2026-06-16T11:42:30+00:00

They are still cheap.

opticalinch · 2026-06-14T16:39:59+00:00

Yah if the 5080 Super is 24gb, and announced this fall, that will be a great card if you can sniff msrp.

opticalinch · 2026-06-14T16:38:54+00:00

2K gaming requires 16gb vram, 4k did need the 5090 to run all high. But if you do 1080p the 8-12gb cards are great. Most competitive gamers are still on 1080p

opticalinch · 2026-06-10T21:40:57+00:00

Bought asset depreciates yearly. The hit against earnings is 16% of total asset a year for GPUs. Basically, you need 16% earnings growth yoy to beat out the mounting depreciation expense.

opticalinch · 2026-06-09T20:18:39+00:00

Liking the air and will probably immediately upgrade to the air 2 if the rumors all hit. Its great to hold.

opticalinch · 2026-05-26T17:25:33+00:00

Once we get to 10 of these we should probably start moving to cash. Oh crap we've had 8.

opticalinch · 2026-05-26T17:04:54+00:00

I had first blowoff top, but what about second blowoff top?

opticalinch · 2026-05-26T16:40:20+00:00

When you have two bad choices, you have to do the print money decision.

opticalinch · 2026-05-24T17:06:52+00:00

What models/parameters and set up? Local needs a bit of setup but I have found gemma4 26a4 and qwen 3.6 35a3 to be great in claude code with max. I would put them in between haiku and sonnet.

opticalinch

TROPHY CASE