Wumbonator retweeted
My uncle did a mission trip to Africa to teach a village how to raise pigs for food.
They flew in with a bunch of pigs, built pens for them, Food and water troughs, and taught them how to breed them so they could always have meat. Two weeks of work and teaching.
They went back a year later to check on the village. They had thrown a giant party the night after my uncle left, slaughtered and ate all the pigs, sold the feeders and fencing, and were really pissed off that the mission didn't bring them more pigs.
Wumbonator retweeted
Oh no. Bad news for the memory bulls. SK Hynix only made $62 billion dollars of profit in one quarter. For perspective, that’s about 7 years worth of Tesla profits. Or 15 years worth of PLTRs current yearly profits. Or 6 years of AMDs current yearly profits. All in one quarter. Not one year, one quarter. But it really doesn’t matter, because memory is cyclical. And cyclical money is like Monopoly money. All of these really really smart people on X taught me that cyclical money doesn’t count. The memory bears are going to teach those memory bulls a lesson. The cyclical guys are so smart. They know what’s best. $60 billion dollars of profit in one quarter doesn’t matter when it’s from selling memory stuff that is sooooooo cyclical. Oh, and BTW, SK said their HBM will be sold out until 2030. It may be longer, but they can’t see out past that. But don’t worry, memory is so cyclical that I’m sure it will peak soon. I’m so happy I follow so many smart guys that taught me about the cyclicality of memory. Good thing they were all predicting memory stocks to crash. Even the really smart guys with those charts and squiggly lines. They knew it. I can’t wait to see MU at $600 a share soon like they predict. And DRAM at $25 a share. lol. 🤡
Fuckin cyclical clowns out there. When will they figure out that this time really is different? Ai never existed during the past cycles. So, by definition, it is different. That’s ok. I hope they figure it out when MU passes $5000 a share. lol.
Wumbonator retweeted
yeah david foster wallace spoke about this
Coordinated attack on the Japanese people
Japanese Prime Minister Sanae Takaichi’s government signs a 10-year labor agreement with Bangladesh.
Bangladesh is seeking to send 100,000 workers to Japan annually.
Follow: @AFpost
Wumbonator retweeted
Just a tip for the YNs out there, any time you find yourself *for any reason* typing up a wall of text to send a woman just delete it and set down your phone and walk away and give yourself the gift of having one less cringe moment to regret back on in five years
