@joecarlsonshow Thx, also I think people would appreciate more if you will show % in you videos as main indicator, for me personally $ is irrelevant.
English
Nick Lemon
229 posts
Nick Lemon
@ncklmn
creative engineer, writer, investor, entrepreneur - this is what I tell myself in the mirror (unfortunately, most people I meet call me a loser).
Katılım Temmuz 2018
1.3K Takip Edilen89 Takipçiler
@joecarlsonshow What’s the point to say $ not %? This number can be +0.1% of portfolio.
English
In the past 30 days my portfolio is up $44,000. Including the Netflix decline today.
Joseph Carlson@joecarlsonshow
How my portfolios look today. Since Netflix has fallen 45% from it's highs i'm now only currently up 58% on the stock, or $20 thousand.
English
At what price does Netflix $NFLX become a generational buy? Down nearly 50% in the past year…
English
“Congratulations $ASML’s at $2000!!”
Yeah, it’s also at 70x earnings and I know what comes next
English
By the way, the spectrum switches do not work. So Nvidia is basically doing extortion the same way the mafia makes you pay for spoiled products.
SemiAnalysis@SemiAnalysis_
SHOCKING: Many neocloud executives we spoke with feel that if they have non-NVIDIA networking gear on their cluster, or if their cloud has an AMD GPU or TPU offering, NVIDIA will retaliate. They feel that retaliation includes not giving early allocation or no longer supporting a potential IPO/VC raise.(1/3)🧵
English
Nvidia looking like a great short right about now. Rubin ramp looking shaky, networking revenue looking garbage, TPU ramping, more & more ASIC-X coming to market with better TCO.
Looks like an amazing setup.
English
@InMyE1ement @bluewmist well, I know the question was exaggeration and reply farming, but still...
English
@ncklmn @bluewmist Thank you for your contribution to this discussion
English
@naythanielc @bluewmist nowadays people don't even know how to read and think properly 🤦
English
@naythanielc @bluewmist so basically all things in the world, and they lied about them to you, how dare they...
English
@naythanielc @bluewmist none of those things are for life, you will replace them after 5-30y because of boredome or usage
English
Are you 12?
Cast iron skillet
Stainless steel cookware, decent china
Quality chef’s knife
Proper leather belt
Proper wool coat
Goodyear-welt boots
Real wood furniture
Real toolbox (not plastic), quality hand tools
Heavy-duty (think mil-spec) duffel / backpacks
I could go on.
English
English
@av0602240806 @Sithelosenkosi The point is she throws the ball 2 times wrong just for distraction to perform the underhand serve.
English
@iamgingertrash said the guy who probably created 0 value in his lifetime
English
People like Jony Ive need a giant stick to reign them in
They produce heinous, steaming piles of excrement if they are constantly lauded with praise
Steve Jobs was his stick
English
@cinemekka Lordflix. No ads, great ui and subs, account is not logging out every time, like other shit (e.g. cineby)
English
@DudeWhoInvests I am 2x levered, and still feel this way. Not enough funds, too much oportunities 😡
English
People in cash checking the overnight markets
English
@canyoudugit8 @StockViking where did you get those graphs? I don't see it on semianalysis website
English
I've seen this a million times before. The street tries to convince retail investors that their bags of diamonds ($NVDA) are actually lumps of coal, so they can sell cheap, and chase trash (like $amd, $intc, quantum stocks, etc.)
Retail investors chase momentum right at the top and then 3 months later they're sitting on -20% losses, meanwhile in that time, $NVDA moves up 20%.
Ben Pouladian@benitoz
$NVDA down 8% on a massive beat. Market rewards unprofitable neo clouds and cyclical semi suppliers instead. Relative valuation: 0.90x SOX. 10-year trough was March. Jensen: "You can't hold back performance." Everything gets sorted out. @Srasgon for the inspo
English
@BoringBiz_ Sure, if I got 50%+ return per year in equity, those 3% will make a difference
English
One thing becoming increasingly clear
If you didn’t lock in your 30 year mortgage at a sub 3% rate before 2022, you missed out on ever building home equity
Permanent underclass forever
The Kobeissi Letter@KobeissiLetter
BREAKING: The US 30Y Note Yield rises to 5.18%, its highest level since July 2007.
English
@BladeoftheS This just shows how stupid and out of touch they are. Instead of being exited that all the wolds intelligence at their fingertips, and that anything can be possible to create now.
English
Google CEO tries to tell University students to love AI.
They tell him to BOO off.
This is what most people think of the hated AI, we don't want it.
English
@Abdu1lahhhh @BladeoftheS lol, if you studied for entry level job I feel bad for you.
English
@BladeoftheS students arent rejecting ai. theyre rejecting being told to love the thing replacing the entry level job they studied for.
English