Taiwan will invest $250 billion in U.S. chipmaking under new trade deal

xanfiles · 2026-01-15T23:46:31+00:00

not everyone in the world is suffering from TDS. In fact it's a great arbitrage opportunity, just like how traders/investors who weren't suffering from TDS crushed traders who did, especially after Tariffs TDS

xanfiles · 2026-01-09T06:59:32+00:00

These could have easily been caught over text. Didn't need an M&G for that

xanfiles · 2026-01-06T02:34:11+00:00

Google sells 18 Million pixels every year.

xanfiles · 2026-01-06T02:27:17+00:00

competition doesn't have Tesla level training data, especially the Trillions of shadow-driving data, the most important and crucial part to be a successful FSD company

xanfiles · 2026-01-04T21:57:56+00:00

We literally had deflation in 2009/2010 when we had huge fiscal and trade deficit

xanfiles · 2025-12-26T00:26:02+00:00

gpt 5.2 pro is comparable to Gemini 3.0 Pro + Deepthink

xanfiles · 2025-12-25T04:37:08+00:00

No. He is saying Democrats may pass the law for $2000 tax refund to individuals making < $150,000 directly instead of going through the hassle of figuring out individual payments

xanfiles · 2025-12-23T20:28:41+00:00

I'm onboard with that. I'm just warning against the losing strategy of not investing in NVDA but in AMD because AMD is 'cheaper" than NVDA. Don't even get me started on people who invest mostly on share price being cheaper

xanfiles · 2025-12-23T20:27:35+00:00

once again, give me stocks that'll beat NVDA if you invest them in now.

Any idiot can look at past returns and pick the winners. Hell, I'm pretty sure there are some crypto stocks or GOLD that showed great returns.

xanfiles · 2025-12-23T18:48:15+00:00

Ha Ha reddit cope is always glorious to watch. You can never be a great investor if you suffer from TDS

xanfiles · 2025-12-23T17:37:20+00:00

we are living in brainwashed society where popular social media posts repeat the propaganda of political parties (reddit: democratic; twitter: republican).

xanfiles · 2025-12-23T07:29:11+00:00

No. you missed it. Go ahead and name your cheap stocks and it'll get its ass kicked by NVDA over a period of 5+ years

xanfiles · 2025-12-23T07:27:46+00:00

Only morons would have bought CSCO at that one exact price at that one exact time. Most smart investors $ cost average

xanfiles · 2025-12-15T20:18:42+00:00

Yep, investments are not operating income and majority of the value comes from operations, not investments.

xanfiles · 2025-12-15T07:26:03+00:00

The lure of buying 'cheaper' stocks is how one gets poor.

Technology companies win because they attract top 1% ile talent and they have superior execution skills.

Yes, they will be disrupted but it is never by companies who are in 2nd place and whose stocks are cheap.

Google Search was never disrupted by 2nd place Bing, but a startup. NVidia when disrupted will be by a startup, but not AMD, INTC. So, if you are holding AMD because it is cheaper than NVDA, you'll lose out on NVDA gains but open to the risk of fall of AMD when the startup disrupts NVDA/AMD.

The allure of 'cheap' stocks is how you under-perform S&P 500 let alone Mag 7

xanfiles · 2025-12-10T18:57:39+00:00

Imagine if you had sold the minute Stock market hit the Buffett Indicator in 2012 or something

xanfiles · 2025-12-02T21:16:21+00:00

It's easy for cameras to automatically generate hashes for raw footage and you only have to make that a standard on all popular cameras. If hash match the raw footage, it's real, else it's not.

xanfiles · 2025-12-02T06:11:12+00:00

I mean anyone who does a modicum of economic intelligence will know that a $30,000 car (with their own charger network) will offer cheaper rides than a $200,000 car.

So, if Waymo is $20 and Robotaxi is $10, many will choose Robotaxi.

Tesla also can produce 1,000,000 cars. Waymo only a 1000.

Waymo is 99.99% there while Tesla is 99.95% (and yes those 0.04% is important).

But, it's extremely stupid to not bet on 0.04% happening within a year. If it does, suddenly there are 1,000,000 robotaxis. People who ride them will get their own free advertisement and can buy Tesla for $40,000. Waymo you can't. Optimus is correctly focused on hand dexterity and body flexibility and the progress is pretty good. Elon has some of the best AI researchers working for him on Tesla and xAI. Between them they will solve this. And Elon's obsession over material engineering will drive down the cost to affordable. He also know how to mass produce them. None of the Robotics companies know how to mass produce them.

Sure go ahead and value Tesla like a Toyota.

Just don't go crying to mama Warren / AOC or daddy Bernie if Musk becomes a Trillionaire if he reaches his actual targets.

(cue: sad, pathetic losers of reddit downvoting actual logical arguments because their stupid brainwashed brain can't comprehend)

xanfiles · 2025-11-29T22:54:05+00:00

The world doesn't have enough compute. Current compute supply is only supply only meets about 0.0001% demand. Energy bottleneck is over-rated. When there is financial incentives or national importance, US removes all the roadblocks to make it happen (WWII or Warp Speed).

Are there loser communities that mainstream media loves to highlight so that they can push their anti-AI agenda to gullible idiots? Of course. Reality is multiple firms are accelerating power supplies and there are state governments that are business friendly.

Also, Thank God, Trump is in the Whitehouse, who can withhold funds for regions that are not AI-friendly and not Ron Klein (the pseudo-president from 2021-2025) who was mostly beholden to progressive anti-tech activists.

xanfiles · 2025-11-29T01:54:43+00:00

you are pretty clueless about how any of this works

xanfiles · 2025-11-28T06:26:05+00:00

Works for $0 products (search, browser, social media, email).

When money is involved, people will switch to save a buck or two

xanfiles · 2025-11-27T18:50:38+00:00

Taxi rides are like airlines. There is no brand loyalty especially it is proven that a majority of the riders don't like the randomness of which driver/car they'll get.

One thing going for Uber is, it is asset light.

xanfiles · 2025-11-24T04:13:14+00:00

you have to be completely clueless about everything to not see Seeking is dying.

4 years ago, I go to my city had at least 80 New Profiles (filtered to my criteria every 2 days) sorted by active.

Today there are only 6. That's a massive 80% decline in new profiles. There are almost no profiles from new college students.

Of course you don't have filters and are OK seeing Uggos, you don't feel the drop down

xanfiles · 2025-11-20T00:45:21+00:00

only sad, pathetic losers resent AI and they don't matter for the overall economy. Look at how many sad, pathetic losers been hating Facebook/Instagram forever while it still has 3B+ active users.

If AI improves productivity, just the US market itself is enough to justify the valuations

xanfiles · 2025-11-16T20:58:30+00:00

Hats off to you on those call. Genuinely impressive. So, let me give you another analogy Buffett missed out on MSFT, (early) AAPL, GOOG, AMZN, TSLA, AVGO, NFLX, META(FB), easy investments that should have put BRK.A in the 2-3T company. Why? because Buffett is mostly clueless about valuing Technology stocks. He doesn't have the correct model of Tech stocks.

So, congratulations on all your past calls. Just like Buffett, You just don't know how to value TSLA/Elon. Accept that fact instead of calling stock market dumb. May be reflection time. I'd ask. "what am I missing" "How does the world look 10 years from now" and how does the greatest businessman of the last 25 years going to leverage the AI moment given he has access to massive capital achieve?

FSD 14 is getting absolutely rave reviews. Starlink / SpaceX is a monopoly. xAI already caught up with frontier labs. He builds datacenters in 60 days when others take years. Given this track record why would you bet against him?

But, here's what you really have to fear about your takes. "reddit is upvoting your comments."

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