科技反弹难阻资金外流，MSCI亚太跌2%

I've said it before, I will say it again: all that circular investment, all the IOUs, all the billions of dollars of money that are floating around in the entire AI web... it will seriously wreck the US economy, the volume is orders of magnitude worse than what caused the 2007ff global financial crisis. But if OpenAI and Anthropic both manage to enter the fray as well and autom…

We need a 1000-2000% runner 🇭🇰 we waiting $MSCI

It's only being added to the Nasdaq 100, not the SP500, and only a very small number of people have their 401K tied to the Nasdaq Edit: Actually, I didn't realize that it's being added to MSCI, so I was wrong: https://www.reuters.com/business/media-telecom/msci-confirms...

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 $MSFT $GOOGL $NVDA Watch this lower P/E names through end of year for bullish momentum.

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)

> 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 $SPY $QQQ $DJIA $VOO I’ll say this once: holding AMD stock through 2028 could be the fastest way to build 1 million.

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…

They do and how they do the price tranches has changed a lot in the last 5 years. It used to be 4 tranches, 10, 20, 30 and 40. It was very hard to get into the 20 tranch for a single home (maybe if you were bitcoin mining or something). Now the tranches are multiple times higher and its easier to get into the higher tranches. Look on PG&E's website for the specifics.