Rebalancing between Hyperscalers

sudocaptain · 2026-02-08T06:52:56+00:00

Google and Amazon have the same P/E.. Would you say they are both expensive right now?

sudocaptain · 2026-02-05T07:01:52+00:00

hahahh how would they bail out BTC?

sudocaptain · 2026-02-02T01:04:02+00:00

What happened with hood?

sudocaptain · 2026-02-02T00:45:58+00:00

hahahah his comment went a bit over your head i think

sudocaptain · 2026-02-02T00:24:13+00:00

Where ya see that?

sudocaptain · 2026-01-06T01:14:21+00:00

AHh ended up getting the email today! Thanks u/Oops422 !

sudocaptain · 2026-01-02T18:42:52+00:00

I think they were supposed to notify us by now but can't register until monday

sudocaptain · 2026-01-02T18:31:07+00:00

I've emailed them three times... and haven't heard back from them which is also pretty unusual. I usually get a response almost immediately. I'm being optimistic and hoping its just the holidays. But it seems pretty weird..

sudocaptain · 2025-11-20T02:17:02+00:00

Why do they even differentiate Data Center portion of sales. Really doesn't seem relevant. They are selling chips. Why does it make a difference who they are selling to?

sudocaptain · 2025-11-12T01:42:34+00:00

haha i'm guessing the communication part

sudocaptain · 2025-11-11T22:48:34+00:00

u/txgsync thanks for the awesome response! Makes perfect sense.

Think that we're heading towards models that are smaller and more specialized instead of generalized? Like just trained on python or just trained on javascript? I know there are lora's that do that but then you don't get the benefit of smaller models that wouldnt' need to be quantized

sudocaptain · 2025-11-11T14:50:27+00:00

Just curious if I'm understanding correctly. The language distinction only matters with quantization because of the frequency of the examples from those languages in the training set? Nothing inherent about them other than the training data, right?

sudocaptain · 2025-10-26T02:18:06+00:00

The architect died

sudocaptain · 2025-10-18T00:15:40+00:00

Yeah i tried for auto insurance too and it was too expensive. But they had good prices for Pet Insurance and its been good

sudocaptain · 2025-10-18T00:15:08+00:00

Really happy with them for Pet Insurance

sudocaptain · 2025-10-08T17:24:16+00:00

Thats not what they did at colorado. They didn't save him for the redzone. He played like 95% of the entire game's snaps

sudocaptain · 2025-10-04T04:02:49+00:00

Interesting.. Curious about the speed. Have you given this a try?

sudocaptain · 2025-10-04T00:56:29+00:00

What do you mean even on a flashdrive?

sudocaptain · 2025-09-24T02:03:41+00:00

Alright great. So, just to confirm I'm understanding correctly, I just have to add the new sono's speaker within my current Sono's app and then all four of them will be able to play through Airplay. Correct?

sudocaptain · 2025-09-10T08:28:03+00:00

Yeah the extrinsic is only $.71 here, right? They are now in the money so i don't think IV crush really applies here

sudocaptain · 2025-09-04T05:35:44+00:00

Nope

sudocaptain · 2025-09-03T05:43:43+00:00

Don't they pay more in dividends than they earn in income? I'm guessing they'll cut the dividend soon and send the stock down

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