韩国KOSPI暴跌8%触发熔断 亚洲恐慌蔓延

Despite acknowledging that LLMs improve my productivity and am happy with how they have positively affected my life - I'm a bit cynical about the trajectory of this "AI bubble" and am looking forward to it popping sooner rather than later. I just want to get it over with so we can abandon the hype, recover and move onto a less erratic/volatile investment/business landscape. Sic…

https://preview.redd.it/xxerkl7jywch1.jpg?width=670&format=pjpg&auto=webp&s=cadb93a077045eff17afcf9a5e680dd154f1bff0 and Hynix is crashing like crazy

KOSPI isn't really a country index, it's more like a concentrated chip/HBM ETF in disguise. Samsung Electronics + SK Hynix alone are roughly 30-40% of the index by market cap, and both move on the same AI-capex thesis as Nvidia/TSMC. So it seems to be the same trade pulling back expressed through a country index that's levered to it.

A fixed dropdown list of flag reasons would be a very good change, I think, because it would somewhat counteract strategic flagging of stories as a downvote. I think you'd want to keep the list pretty tight, because it seems like a huge source of meta drama.

$META A break of $700 sends it right to new ATHs, clear double bottom reversal on the weekly inside this wedge.

I'm not learned enough on the topic to really comment on it but I appreciated the diagrams and the simple fluid prose. Overall the meta lesson reminds me of the building adage "measure twice cut once".

Runpod, digital ocean's gpu cloud, and at least a few others use Linux containers for isolation between tenants (look at Wiz's blog post about the nvidia container toolkit bug; digitalocean just puts everyone in a massive k8s cluster)

$KORU $SPY $QQQ $NVDA grate buying opportunities again by the end of the bounce back above $600

> I think they are exploiting an accounting loophole... With all due respect, you haven't articulated what that accounting loophole is. I've explained why the examples/comparisons you've made aren't equivalent according to GAAP. From everything I've read and seen disclosed, CoreWeave pays full price for its Nvidia chips. Nvidia is not financing the sale. CoreWeave has taken on …

So far, it seems to be the reverse of that disruption. Hardware companies, Nvidia, Apple, AMD, Intel, ARM, memory companies, are all having record-setting quarters, and it's actual profits, not subsidized by investors and circular investments (though the hardware companies are investing in the AI companies to keep the hype train rolling).

$AMD $INTC $MU $SNDK $MRVL This is exactly why we recommended selling over a week ago. Nvidia is the only safe semiconductor stock right now.

The letter is dated 2007-10. AMD released (ie commercially available) Pacifica on May 23, 2006 while Intel did released their Vanderpool a half of year earlier November 14, 2005. [0] Windows Server 2008 was RTM'ed on February 2008 which provided Hyper-V as a first class component. [1] Virtual Server 2005 R2 SP1 added support for both Intel VT (IVT) and AMD Virtualization (AMD-V…