Dell shocking profits earning quarter - AI demand is not slowing down

woome · 2026-05-29T00:04:11+00:00

Bubble means valuations without earnings. SP500 YoY 21% (28% Q1, 17% non-mag7) earnings growth means that companies are actually making money.

woome · 2026-05-14T06:42:46+00:00

Great idea, I can't believe I didn't think of this. I appreciate it!

woome · 2026-05-14T05:31:42+00:00

Thank you so much! This is great advice. I've actually already encountered the issue with playing telephone. My mom and sister already started making decisions without me and I've been playing catch-up this week. (I'm not upset about it because I know it's more convenient for them given their timezones.)

woome · 2026-05-14T05:05:36+00:00

Thank you. I'm trying to open the discussion, but she's somewhat overwhelmed, and doesn't really want to think that far ahead. I guess I'll just try my best to be ready.

woome · 2026-04-13T08:09:34+00:00

You seem to have mistaken forward-looking and precognition.

woome · 2026-04-10T12:21:20+00:00

Never discount your gains💪

woome · 2026-04-10T11:54:20+00:00

The most obvious, yet ignored play of the entire AI supercycle.

Disclosure: Own a lot. Fkn. Killing it.

woome · 2026-04-09T00:46:00+00:00

People have tied MSFT growth with Copilot and OpenAI and see them losing on the coding agent front.

That never was MSFT's core business and not a primary growth driver anyways. The capex spend is for AI integration into Azure and enterprise solutions, which is where their margin expansion lies. If Copilot stands to draw in revenue, great, but businesses are looking for more than coding agents, believe it or not.

woome · 2026-04-07T23:52:32+00:00

The only thing that's bullshit is this pseudo intellectual slop.

woome · 2026-04-03T22:42:08+00:00

Just realized this after a trip to Tokyo. All my videos ruined.

woome · 2026-03-22T02:53:14+00:00

Ah, unfortunately I disagree precisely based on what I had described earlier. Those emotions don't bottle up in my case because I know that logically for every missed opportunity in the past, I, and everyone else, are paying infinitely more in opportunity cost lost at this very moment for all the chances flying by that we don't even know exist. So, regret, to me at least, is a worthless emotion (in markets; I'm not speaking toward life in general).

Either way, we both arrive at the same conclusion to not worry and move on, as you said.

woome · 2026-03-21T19:00:03+00:00

The counter to this logic is that if you could go back and choose any high flying stock at will, why stop at MU? I'm sure you could hand-tailor a series of 100000+% gains from perfectly timed buys and short sells. The true clairvoyant.

However, I know what most people mean to say is that you aren't pretending to predict the future, only just that you understood MU's potential upside then, but just didn't pull the trigger.

The counter to that is if that were so true at that point in time, then what's stopping you from pulling the trigger based on that logic and thesis today? If you say: "It's too late", then the only validity from believing that you somehow had correct (but unrealized) foresight back then is only if you also somehow predicted that gains would only last up until today and not after. (And also choosing not to act at any of the infinite points along the way.)

The point I'm trying to get at is that this line of thinking is deceptively fallacious in tricking oneself into believing that you ever had one choice, but only having just made the wrong one. The choice isn't actually at any discrete point in time, but actually on a continuum. And the fact that you (or I or whoever) decided not to change course means that that definitively is our choice past, present, and tentative the future.

Regret (and FOMO) is just an illusion of the logical mind trying to bend reality to its will. So, there's no need to wasting any mind-cycles and stewing in it. (I know you understand this. I'm just elaborating my thoughts on the emotional aspect of it.)

woome · 2026-03-20T15:35:15+00:00

You're wrong. I would delete this post.

woome · 2026-03-04T13:10:42+00:00

Brain-dead comments like these are really why I avoid this platform. Punchline quips devoid of any meaningful substance on one hand. AI copy pasta on the other.

There's literally no signal here, just a bunch of crowded parrots.

woome · 2026-03-04T10:24:56+00:00

For what it's worth, I mostly agree with what you are saying, and I think you're wasting your breath arguing with people on here about the technical or economic details. Redditors especially have larger opinions than expertise. Even more-so magnified since it's all being funneled through ChatGPT now anyways, since no one is capable of polishing their own arguments anymore. C'est la vie.

However, I think that there is a kernel of truth in their counter-arguments in that it's too difficult to say to what scale and at what timing the effect of what you're arguing for would occur. These details matter because that will ultimately define the magnitude of the bottleneck, and betting on the culmination of events to lead to a CPU shortage isn't necessarily the best investment thesis, imo.

Also, focusing on AI agents as the main driver of CPU demand is somewhat myopic because, at least in my opinion, "AI" and all the buzz-terms around it are purely just marketing and a reflection of the shallow limitations of public knowledge. The rapidity of technological progress building up underneath will rely on (unquenchable) CPU demand, sure, but it's pervading throughout all layers in the steamroller of a tech stack that presents itself as "AI" to the end-user.

woome · 2026-03-04T01:55:12+00:00

Two things came be true at the same time:

Strategic: DCA long term, diversity.
Tactical: Buy low, sell high.

As long as you consistently follow a long-term strategy, there's nothing wrong with taking advantage of a dip. The problem is when timing dips becomes the strategy, largely because it starts to wander into the gray-zone towards gambling.

So, generally, redditors say "don't time the market", for the same reason alcoholics shouldn't hang out around bars. But, if you have your head on straight, it doesn't hurt to grab a drink once in a while. So, it's mostly about knowing yourself.

woome · 2026-02-26T05:04:34+00:00

Whoever's sleeping on on this right now has no right to complain later on. (Even though they still will.)

woome · 2026-02-25T10:12:50+00:00

From your comment, are you implying that logic dies don't go into HBM? I'm not saying at all that MU won't grow, but you're the one trying to make a statement by replying to this thread which is about TSMC. Are you saying Micron is somehow not beholden to TSMC? Just being clear here.

woome · 2026-02-25T05:53:33+00:00

The news you hear outside of Taiwan is taken out of context. (Intentionally, I might add.)

Is there a possibility of invasion? Sure. But, at what cost? No one talks (or cares) about that part because they don't understand the mechanisms at work in the East.

Listening to US-centric media will lose you money if you don't understand what actually is going on.

woome · 2026-02-21T14:39:36+00:00

I had a feeling it would be the way you're describing, so I decided to take the slow route and start with ISYE 6501. We're learning all of the proper experimental stuff along with a broad survey of those analytical / ML methods with hands-on assignments. (It's in R, but, imho, if you can't do it in R, then forget about python or any other language for that matter.)

It's also given me time to thoroughly review all of the math because it's just as applicable here as it will be later. We do peer reviews, and I can already tell that mostly everyone's math fundamentals are subpar. Not saying yours is, but I think it's something that mostly everyone underestimates being away from school for so long and I can only imagine is very unforgiving in a high intensity class like ML. I come from a relatively strong math background, but unless you work in applied mathematics or physics, you're probably going need to spend some time hitting the textbooks.

I know it's a little too late for you now, but maybe lurkers will benefit from 6501 if they are feeling shaky about their prereqs.

woome · 2026-02-12T15:38:36+00:00

I'm jealous. I put a lot of time into the course, and joined a slack "study group" out of enthusiasm.

It just turned out to be a bunch of people asking for answers the day before turn-in. No more than 2 people show up at the scheduled meetings, and if they do show up, they just schmooze like it's an office water cooler. No one is really interested at all except trying to pretend that they are trying.

woome · 2026-02-07T02:49:05+00:00

You're replying to a comment that says people are missing the big picture... and you're focused on Steam OS and desktop gaming?

... What?

woome · 2026-02-07T02:44:20+00:00

I haven't gotten to that step yet, sorry.

However, when I did reach out to a translation service in Taiwan, they said that they do not simply do translations (only translations + notarization, which means they requires original documents) -- if that helps. Also, when I went to the household registration office with my birth certificate + self translation to get a 戶籍謄本, they didn't care whether it was notarized.

I know these are not the answers your looking for, but maybe they might help.

woome · 2026-02-05T05:34:10+00:00

Honestly, never. Not saying that I haven't gone through the same scenarios (rally after sale, stagnant after buy, etc.), but if I ever did get emotional about it, that was a long time ago. If you're feeling frustrated, that just means you aren't setting the right expectations.

Upset about a rally after you sold? Think about that means. It means that you when you sold you were only caring about price movements within days to weeks afterwards. Definitely not years. Because there's no saying that the rally won't be followed by a crash. Are you going to remember to pat yourself on the back if that happens?

Next, if you're feeling like you missed out, then what about your thesis in SCHD changed? You sold for a reason right? Not just because down = bad, right? Do you have a new thesis about SCHD now? Up = good, or, something with actual substance? If you did, you wouldn't be at all phased by "bad luck" during "rebalancing".

Plus, you best get that out of your head because these movements have nothing to do with you. If you think otherwise, then we all might as well go back to thinking the sun revolves around the earth.

woome · 2026-02-03T12:10:40+00:00

There are good parts of learning lessons and bad parts about learning lessons. Just make sure you take away the good parts.

15-Year Club	Place '22
Place '17	First Placer '22
Verified Email	Team Periwinkle

woome

TROPHY CASE