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This didn't age well. Too many haters for this to ever be true on ET.

If you wanted a fast processor why go with Intel? Threadripper destroys any Intel workstation CPUs. The days of Intel beating AMD are over. The Xeon W7-3445 is half as fast as the Threadripper 7960X at $1500 vs. $2000. Passmark score is 84K vs. 42K. The 7970X runs 24 cores at 4.2 GHz vs the...

Well if a crappy stock like Reddit can go up 75% from its IPO price I'm sure DJT will be okay at least as long as the liquidity train continues.

I've never seen a historical market cap chart, but I'm sure KBW (creators of the regional bank index) or some other analysts probably have it in house. My research back in March/April 2023 leads me to believe these banks rarely ever issue stock or do much buybacks so the price chart probably...

What are the odds of hiring 4 people that all committed plagiarism? Maybe they aren't anomalies? Maybe its systemic at higher education. I was one of the founders of plagiarism.org and I remember trying to get the Ivy League schools to sign up to our main product (turnitin.com) and all the...

Hollywood has become a joke. No creativity at all, just crappy sequels. Mayer & John Ford would be appalled at the state of modern Hollywood. I'm surprised the idiots who run modern Hollywood don't start remaking Gone With The Wind or The Wizard of Oz.

Isn't Lonsdale one of the PayPal Mafia? Musk, Thiel, the Palantir guys, etc.

The regional banks are like the small caps, they won't do well until the Fed starts lowering rates which might not be for a while unless employment starts to gets worse.

Interest free loans do not make any business sense, however they make sense for individuals like MarkBrown states. Even the Bible speaks of Debt Jubilees after a certain time has elapsed. Governments do that all the time.

As for the commision problem. Its ironic that the 0 commission regime was started by one of the most hated brokers Robinhood. Even IBKR has a zero commission plan.

In America the Oligarchs work in the private market. In Europe & non-US Anglosphere they work for the government. Look at the EU leeches, they're just former Oligarchs trying to sue Apple & Google instead of trying to create a real tech company in the EU. The Canadian government is full of...

This is historically true due to the Fed lowering rates into a recession. There's too much money in the hopper for a real recession right now. In my opinion the recession already happened in 2022 Q1 & Q2 even though ECRI didn't call it as such. In addition you still have a labor shortage which...

I'm surprised MU did so well. If you look at the RAM prices it is still pretty low. You can get 128 Gb of DDR4 RAM for $200. DDR5 RAM is about twice that but still a lot less than 2021. The PC cycle hasn't even begun yet so they probably go a lot higher.

He was great in Back To School & Fletch. He was a modern day Ward Bond with so many character roles.

I think its like $1.5M to $2M depending on the neighborhood. In Silicon Valley you have to have generational wealth (aka the Bank of mom & dad) or a $400K job at the FAANG companies to live in a 1600 sf house. Its crazy here. I think in Palo Alto the average house is like $3M-$4M.

The quoted part is an amazing analysis. Why doesn't MSNBC or CNN ever do this kind of analysis? All they do all day is cover nonsense. I remember the day after Trump won in 2016 I was watching MSNBC in the morning and their analysis was that Clinton lost because America is still too sexist &...

Yeah the constant bleating of competition is coming is a joke. The only company that ever made that come true was Apple but they have more than money. They have always had hardware expertise. Apple's APU is pretty impressive especially in single thread performance. They have the top 4 single...

Here in the SF bay area house prices just rose 14% month over month so I'd say a lot of nVidia employees with RSUs are going to skyrocket the Santa Clara County real estate market.

Yes. That is the case for most of it. I think some are on the books of large banks like JP Morgan & Bank of Americas as well. As a percentage though, some regionals are in trouble unless they can refi at 100-150 bps lower than the current market conditions.

Everything you said is so spot on. I think the 2014-2016 era was great at Reddit. After Trump got elected the leftists really got pissed and banned everything they could. The old r/WSB was the best but the 2020-2021 meme YOLO stonks era was annoying. WSB is still pretty good for comedy. The...