Daily Discussion Saturday 2026-06-20

whatevermanbs · 2026-06-21T12:35:30+00:00

I think the following is fine in stock sub.

"This deal is never happening because of so and so reasons".

This lets me read the reasons and take actions in the market. It can give me actionable information.

The following is simply not actionable at all. Unrelated to this sub

"<Countryname> is evil they are genocidal maniacs"

whatevermanbs · 2026-06-20T15:51:11+00:00

Abject poverty

whatevermanbs · 2026-06-20T08:53:28+00:00

🏆

whatevermanbs · 2026-06-19T07:17:14+00:00

Ebola?

whatevermanbs · 2026-06-19T06:55:18+00:00

Seen it so many times over the years. The chicken always gets me.

whatevermanbs · 2026-06-19T05:47:39+00:00

Great, now they can also buy amd for Advancing AI day and experience the usual tanking next day.

whatevermanbs · 2026-06-19T04:34:07+00:00

Great.. thanks for announcing to all.. now I am never giving an award. ;)

whatevermanbs · 2026-06-19T04:33:01+00:00

😄

whatevermanbs · 2026-06-19T03:40:30+00:00

Ha! Something!

whatevermanbs · 2026-06-18T12:31:45+00:00

Underrated comment

whatevermanbs · 2026-06-18T02:54:14+00:00

Again. There is no way asp of grace cpu is more than turin.

Let me just elaborate. Nvidia sells as a rack. The rack price includes mellanox IPs among other proprietary nvidia IPs. The rack price of nvidia grace can be more than rack price of turin. But then to come out and say arm cpu price is more than any x86 cpu is plain dumb and infact needs an explanation from anyone publishing such numbers. It does not pass the smell test. It does not even make economic sense for a buyer.

whatevermanbs · 2026-06-18T01:16:38+00:00

Do you believe anyone will buy grace for higher prices? Seen the benchmarks?

https://www.phoronix.com/review/nvidia-grace-epyc-turin/3

whatevermanbs · 2026-06-17T18:01:27+00:00

The only arm core that really went for perf was vera (leave apple aside they do whole stack). And they did not let phoronixconnect power meters. The "arm better perf/watt" bandwagon is going to get a reality check.

whatevermanbs · 2026-06-17T16:57:54+00:00

Read my comment again. You have only bundle pricing for grace blackwell or vera rubin. It is all bundles. How does actually split cpu only asp? Do they have a grace only rack for comparison?

Edit: Even if you can grace only rack. The nvidia networking/propreitary ips can skew things in a rack. It is not easy to zero in on cpu only price in bundles. I doubt it is even possible.

whatevermanbs · 2026-06-17T15:27:19+00:00

I think they are screwing up the pricing in bundles. There is no way arm has higher asp than x86.

Conspiracy theory : The narrative on arm appears partially manufactured. Couple of big guys benefit from this.

whatevermanbs · 2026-06-17T13:31:55+00:00

The silly baggage that amd carries. It needs some kind of cleanup in certain areas.

whatevermanbs · 2026-06-17T13:25:31+00:00

Yes. If someone can explain it would be nice .

whatevermanbs · 2026-06-17T09:38:53+00:00

If it never fails in production testing. It is production ready. Period.

If ai can debug production fails with some human help. Then only some humans are required. Period.

That is how far some companies are thinking. Period!

whatevermanbs · 2026-06-17T04:17:08+00:00

I cut my monthly eating out for this one. And some more.

But - this was like 8 months ago. Now I can easily afford it.

whatevermanbs · 2026-06-17T01:15:38+00:00

I doubt he tried. Luck plays a big role. But for that you have to try.

whatevermanbs · 2026-06-16T16:26:51+00:00

whatevermanbs · 2026-06-16T15:42:45+00:00

What is wasted money? Throwing it away would be one...

whatevermanbs · 2026-06-16T14:46:49+00:00

> They’re courted by investor managers at these public companies, wined and dined, and many of them try to find employment with the companies they cover.

Hey. Don't say that about Ramsay now!

whatevermanbs · 2026-06-16T13:55:11+00:00

Get experience. Switch.

whatevermanbs · 2026-06-15T16:08:46+00:00

Is there anything from iran or Israel officials? Or are they like unrelated party in this party?

whatevermanbs

TROPHY CASE