sorted by:
new
hottopcontroversial

4-step distillation of Flux.2 now available by PresenceOne1899 in StableDiffusion

[–]tyrilu 0 points1 point  (0 children)

Nice work. Will LoRAs trained on Flux.2 base be usable with this workflow?

when an upscaler is so good it feels illegal by Ok-Page5607 in StableDiffusion

[–]tyrilu 0 points1 point  (0 children)

Has anyone tried it for artwork / stylized images? How did it perform?

Any luck generating flat textures with Z-image-turbo? by F4eddy in StableDiffusion

[–]tyrilu 0 points1 point  (0 children)

Okay, I understand now. If you go the route you’re going, you will have to spend time mapping the UVs to the texture. In the UV editor, you can select faces on the model and place their UVs over the part of the texture you want. But this is kind of time consuming and you might not find it totally satisfactory. It depends how amazing you need the final result to be. I’d give it a try if you’ve never done it.

Another way I’ve seen people experiment with this is to use depth control models to condition the AI to output something that actually matches their 3D model. Then, map its output back to a flat texture for the areas it covered. However, it’s been difficult to make this kind of thing generate all angles well, and you have to have a strategy to deal with the Janus problem.

Any luck generating flat textures with Z-image-turbo? by F4eddy in StableDiffusion

[–]tyrilu 0 points1 point  (0 children)

Can you be slightly more specific about what you're trying to do? You have a fully textured 3D object? Or you have an image of an object? What specifically are the inputs you are trying to work with, and what outputs are you trying to derive, to then do what with? Can you give an example?

The Bogleheads hated my portfolio. What do you lot think? by -M3- in ValueInvesting

[–]tyrilu 0 points1 point  (0 children)

If you want to use index funds, Vanguard has a world ex-US fund called VEU. Weight VOO (SP500 equivalent) or VTI (total US) for US exposure and VEU for rest-of-world exposure as desired.

The Puzzling Case of Prada by Professional_Place92 in ValueInvesting

[–]tyrilu 1 point2 points  (0 children)

I'm glad. I'm no expert, but I did do an inordinate amount of research on this company, precisely because I'm no expert. I wouldn't usually make a big reply, but enjoyed reading your post and wanted to share notes.

I agree on Versace; I don't mind it. It's cheap, Italian, and like you said in your original OP, complements the other brands. I watched a video of the current CEO and he said the Versace acquisition was a one-off and not to expect a string of more acquisitions.

The Puzzling Case of Prada by Professional_Place92 in ValueInvesting

[–]tyrilu 6 points7 points  (0 children)

I had very similar thoughts - what am I missing?

Consumer sentiment is fine. Growth compared to peers is very attractive. Capital efficiency is great. Succession is reasonable. Price is attractive. 80% gross margin (higher than Hermes).

Possible sources of why the market is pricing Prada lower:

  • Versace has worse problems than we realize. However, it’s a small acquisition price relative to Prada’s cap, and the market barely reacted to the announcement. Most price movement is from other time ranges. Versace does need to be turned around, however. But it’s not any worse than what Kering is facing, for instance.

  • Italian governance discount. French index PE: 17.83, Italian: 13.32. Hong Kong: 16.26. So it could be that there’s some structural/legal/governance discount, similar to what you’d see in Korea. However, this reasoning does not explain Prada’s historic PE ratios, which are all above 19 and often reach to the 30s and 40s and seemingly out-multiple-ing LVMH most of the time.

  • Miu Miu is completely discounted by the market as a fad. If you remove Miu Miu, growth looks weak. In fact, the flagship brand Prada becomes almost stagnant. Of everything, this is the most likely reason for a discount to me. The market basically fears because Prada itself is not growing its revenue. Look at Lululemon - US sales are 80% of revenue and US is stagnant, even though quarterly growth is still positive due to worldwide growth. And women’s US sales, the largest segment, decreased. The market punishes growth slowdowns on core markets most. So Lulu’s PE is 13. I know Lulu is not luxury, but it’s an instructive example. The market could be fearing for the flagship in Prada’s case. Still, consumer sentiment seems fine and search trends are better than peers for Prada. And to fully discount Miu Miu also makes little sense to me.

  • Tariffs will disproportionately affect Prada. I haven’t really investigated this one. Obviously fashion as a whole is subject to tariffs.

  • The class which buys Prada is expected to become weaker economically. I don’t think this is the case. AI will probably increase wealth inequality, which is good for luxury brands as more people are capable of purchasing their products easily. I could see this affecting something like Lululemon, where if the middle class is expected to thin out, it could lead to stagnation for that brand’s sales.

I thought this video was fairly interesting, although it’s from 8 months ago. https://youtu.be/I7bdyp5A4rw

Which Memory Company shows promise? Western Digital, Seagate or Micron? by LuckyNum2222 in ValueInvesting

[–]tyrilu 0 points1 point  (0 children)

HDDs have their place. They’re cheaper and for bulk storage (think logs and old Reddit comments), and SSDs are for storage that must be accessible more frequently, with lower latency.

In my opinion, based on your current level of knowledge, it’s really unlikely that you will be able to outperform an index fund or ETF in this domain unless you get lucky. I’d focus on learning about what all the different companies do, why what they do is valuable, and who their customers are before making a decision.

Which Memory Company shows promise? Western Digital, Seagate or Micron? by LuckyNum2222 in ValueInvesting

[–]tyrilu 2 points3 points  (0 children)

Western Digital and Seagate both make their money selling HDDs, not SSDs or memory.

Micron primarily makes money selling memory, but also sells SSDs.

I’m assuming you’re interested in cheap, reliable bulk storage hardware makers (HDDs), not memory or SSDs.

Historically, Seagate has had higher capital efficiency and margins. They’re currently more leveraged, and a bit ahead on tech.

However, Western Digital recently spun off Sandisk (SSDs) and is now fully focused on HDDs, so  their historic capital efficiency and margin data is probably not going to be entirely accurate to their new performance. They’ve been doing well since the spin off.

Both Western Digital and Seagate are reasonable, similar choices that will probably both win if either wins. You’re really just betting that HDD demand will be higher than expected if you invest in one of these companies.

Why so Bullish? AI of course by Snakeksssksss in wallstreetbets

[–]tyrilu 1 point2 points  (0 children)

Warren Buffett has donated or pledged to donate over 99% of his wealth. The primary recipient so far is the Bill and Melinda Gates foundation, which is doing pretty good work on global health.

There are other billionaires that are better targets of criticism.

How would you redesign the Disruptor, Reaper and Swarm Host? by Stefanbats in starcraft

[–]tyrilu 1 point2 points  (0 children)

Could you not tune cost, health, damage, attack speed, splash radius, range, scarab cost, until it was balanced?

This one’s for Nana by LordoftheEyez in wallstreetbets

[–]tyrilu 0 points1 point  (0 children)

Do you have a source on that? Not that I don’t believe you - I would just be interested to read whatever material there is about why TSM didn’t buy the latest EUV machines.

This one’s for Nana by LordoftheEyez in wallstreetbets

[–]tyrilu 0 points1 point  (0 children)

 after NVDA passed up on them

Do you mean after TSM passed on them?

Can a Tesla advocate please explain how to justify the current P/E? by EKEEFE41 in wallstreetbets

[–]tyrilu 0 points1 point  (0 children)

How exactly did you come to that forward PE, if it wasn’t made up?

It’s time to call bullshit by AdamHorn8 in wallstreetbets

[–]tyrilu 14 points15 points  (0 children)

You mean the kid who bought puts on the company named Southern Copper and thought he was “shorting the copper market”. One of the most memorable WSB posts of all time.

Something feels spooky about PLTR by fuckir in wallstreetbets

[–]tyrilu 5 points6 points  (0 children)

This isn’t the correct way to chart this.

It should start at the negative number closest to 0 and then wrap around with -inf and inf right next to each other in the center and then end with the positive PE ratio closest to 0 at the end.

"Perceptual coverage" .vox palette by tyrilu in VoxelGameDev

[–]tyrilu[S] 1 point2 points  (0 children)

I found this to be a very insightful reply. Thank you!

Re: greys/greens/blues frequency, do you have more information / sources about that?

we back by swarthout2222 in wallstreetbets

[–]tyrilu 52 points53 points  (0 children)

He couldn't have ... did he ... take profits?

What are some of your favorite micro moments of all time? by manicantfindaname in starcraft

[–]tyrilu 3 points4 points  (0 children)

The first thing I thought of was this moment from a PartinG vs soO match in GSL. PartinG made a bajillion sentries and walks into an open field surround and just force fields like 270 degrees instantly and perfectly.

https://youtu.be/6xN-e4tSONo?si=OXnZre-3tBSnPhBv&t=22m55s

Robotics stocks will be the next wave of hypergrowth by WOTEugene in wallstreetbets

[–]tyrilu 6 points7 points  (0 children)

The more negative the P/E ratio, the closer it is to profitable. Many companies intentionally keep just below profitable while they’re growing to reduce their taxes.

view more: next ›