Fucker
Log Wizard
- 13,225
- 30,510
Meh. I know of someone who shorted it before the AI rally. That's the type of sting that will forever sting.
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Investing General Discussion
- Thread starter Furious
- Start date
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Guest, it's time once again for the massively important and exciting FoH Asshat Tournament!
Go here and give us your nominations!Who's been the biggest Asshat in the last year? Give us your worst ones!
Falstaff
Ahn'Qiraj Raider
- 8,474
- 3,420
More than the total market cap of the entire Mexico listed market.
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Kithani
Blackwing Lair Raider
- 1,293
- 1,660
Until NVDA can give us a Salma Hayek I’m gonna say Mexico should be valued higher
Mist
REEEEeyore
- 31,607
- 24,235
The model can be run offline without internet access. Do you think they got a billion street shitters inside one 43gb file? Or the 404gb full-fledged file if you have access to enough memory to run it.
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Mist
REEEEeyore
- 31,607
- 24,235
DeepSeek itself is meaningless as a product. Its output is strictly worse than Claude Sonnet and Anthropic doesn't even use chain of thought/test-time-compute. No one will be talking about DS-R1 3 months from now. It merely shows that with the right optimizations, anyone can build a near-frontier-capable AI and then start trying to find production uses for it.
NVDA is going to be fine. The fact that AI will be cheaper in the future increases the demand for NVDA chips. This also lessens the likelihood that you'll have to switch to ASICs over GPUs for efficient inference, another NVDA win, a win for general purpose GPUs. This increases the potential that perpetually learning AIs might be economically feasible, or that companies (or even individuals) can have their own personal AIs running locally rather than enslaved to cloud services. That companies, researchers, and soon hobbyists are going to be building more models as side projects, not less. The future is still going to run on NVDA for the foreseeable.
Burnem Wizfyre
Log Wizard
- 12,649
- 22,348
Blazin
Creative Title
- 7,201
- 36,779
I'm just giving you a hard time, which you should take as a positive, I ignore people I don't like.
Man you’re tight with those stops.
Still have my IWM and QQQ I bought around the same time as you and neither have hit the stops I put on. You’re definitely more experienced than I am so maybe I’ll learn the hard way
Still have my IWM and QQQ I bought around the same time as you and neither have hit the stops I put on. You’re definitely more experienced than I am so maybe I’ll learn the hard way
Blazin
Creative Title
- 7,201
- 36,779
It's not a hard rule it's my general take on the environment, right now I'm being highly protective. That may be a mistake, other times I might be highly patient when you're selling
tugofpeace
Blackwing Lair Raider
- 579
- 1,244
Jysin
Ahn'Qiraj Raider
- 6,543
- 4,546
There are so many moving cogs to the market. Just when you figure out one dynamic, you realize there are 2-3 other cogs whose direction depends on that 1st cog, etc etc.
This is why Blazin may come across as posting his take and it comes off as a "feel" of the market. Feels aren't hard data, but you sit in the chair long enough and pouring over market dynamics and you start to get a 6th sense of sentiment and direction. Often times when sentiment gets shaken and uncertain (like now), it can be prudent to just take some chips off the table and let things shake out.
I am only making the big bets (trades) when many factors are all aligned and the trade becomes heavily skewed in one direction or another. Nothing is ever certain, but its a game of probabilities.
Of course, this is the mindset of an active trader. Most should all just ignore it and DCA until retirement.
This is why Blazin may come across as posting his take and it comes off as a "feel" of the market. Feels aren't hard data, but you sit in the chair long enough and pouring over market dynamics and you start to get a 6th sense of sentiment and direction. Often times when sentiment gets shaken and uncertain (like now), it can be prudent to just take some chips off the table and let things shake out.
I am only making the big bets (trades) when many factors are all aligned and the trade becomes heavily skewed in one direction or another. Nothing is ever certain, but its a game of probabilities.
Of course, this is the mindset of an active trader. Most should all just ignore it and DCA until retirement.
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Blazin
Creative Title
- 7,201
- 36,779
Perfectly stated.
I also assume (maybe wrongly) that you take my posts in their totality, I just finished saying up almost $30k on the month I have no reason to stick my neck out unless I see a strong set up. It's not a bullish or bearish take on "the market" .
The only thing I'm stating about the market right now is that we are in a period of indecision. It's going to resolve, and right now I'm choosing to be prudent while I wait for things to become more clear.
On NVDA I'm trying to be patient with this position. Update my loss at this moment is now -$3800 we keep running into this resistance area. That could turn into a gain in a blink if we get past this level (122-124 area) .
We are still in peak earnings time, we have the Fed coming up, this means lots of chop. The bastards dumped me out of QQQ then ramped it, and I got a phone call at the worst possible moment that I shouldn't have answered or I'd be in it. Only explaining that to emphasize the point to not take every move as a prognostication on the market.
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Are they perceived as dropping the ball so hard on AI that AI blowing up (or becoming commoditized) helps them competitively?