Mostly finance nerd, plus Tech/Med Device space
Philadelphia, PA
Joined August 2009
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I disagree that there isn’t the demand for spot LNG but we can end the discussion here. Thanks for sharing your thoughts.
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Plenty of rental indexes out there we can look at for hard data. Considering how many generations the A100 is behind, they've done amazing.
Looking at actual data is better than overthinking a business decision from a single firm, right?
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$NVDA A100's are fully depreciated (or close) now. Anyone securitizing receives money back years 3-4 and paid off year 5-6.
3X capability jump b/w A100&H100. H100 will be useful a long time. A100 exceeding expectations on longevity.
Now everyone is responding saying it's not H100s, it's A100s. I wrote this post because people were in my original post saying they were H100s so it was fine
But regardless of what they are, I thought compute price only goes up? Does them being A100s mean it's a good idea to securitize GPU loans and put them in firefighters & teachers pension funds?
This seems like a silly thing to double down on. A100's are fully depreciated (or close) now. Anyone that's securitizing receives money back by years 3-4 and paid off year 5-6.
Massive capability (3x) jump between A100 and H100s. The latter will be useful for a long time. The A100's are exceeding everyone's expectations. Because *1* customer chooses not to renew them is hardly bearish.
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Thank you. I traded in the late 90’s as a teenager and had turned $3k into $25k back then (substantial for a 19 year old!) I knew a mania when I saw it, but was fully invested in 2021 because thought stocks had nowhere to go but up, but started taking a lot of exposure off, and moved a ton to energy which was being underinvested in with demand coming back
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Anyone want to hire me? (advice welcome, too.)
Current FT role in Med Device R&D ending soon. Been a great 23 year run, but been focused more on investing since at least 2017. Unsure if I get another R&D job, invest my PA fulltime, or do "something else."
Wife isn't thrilled with the idea of me being in the house for the next 40+ years, and it concerns me too. So just exploring other possibilities.
Track record below.
H&R Block $HRB
@alexandr_wang deleted his post, which retweeted
@michaelrbock who is doing good work showing how bad LLM's are at doing taxes (as I keep saying, LLMs are the WRONG TOOL FOR THIS JOB.)
HRB dumped 4% on this.
This market is special.
Dear lord how many times is $HRB going to drop on the same silly headline?
Alex didn't read what he retweeted. Muse cheated (aka, screwed up) on the taxes.
LLM's can fill out paperwork. Still a dumb use case. People going to H&R Block are not using an LLM for their taxes.
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