@RealMichaelKee@NFL_DovKleiman A punter doesn’t necessarily go for yardage
The perfect punt stops at the 1 yard line and it looked like that’s exactly what he was trying to practice
Whats happening now is a completely different demand driver…
You can’t apply the same ol’ cycle framework to today’s market
The demand used to be driven purely by PC builds, updated smart phones, and consumer electronics
Today, the demand isn’t self correcting.. these companies are backlogged 4 years out in some cases
@WheelieInvestor People thought AI was going to replace our jobs, so when they realized that jobs are growing stronger, they’re trying to price in a rate hike
Basically just looking for the next topic to be wrong about
@ThierryBorgeat That’s not true at all lol
It sold off because Saylor sold to cover dividend expenses
and yes, it is bearish, because if they’re strapped for cash, then how are they going to pay future divs or the capital gains taxes they create when they do sell
Supermicro $SMCI launches blueprints for Nvidia $NVDA Vera Rubin AI data centers
The blue prints offer what the company calls a proven end-to-end path to building AI factories that scale from 5 megawatts to 1 gigawatt
The announcement builds on SMCI’s expansion of manufacturing capacity and liquid-cooling capabilities in preparation for the Vera Rubin generation
Hewlett Packard Enterprise $HPE launches Nvidia $NVDA Vera-powered server for Agentic AI
The new ProLiant server targets the shift from generative AI to reinforcement learning and Agentic AI workloads that demand high single-core performance and memory bandwidth
The server positions HPE to capitalize on surging enterprise demand for AI infrastructure
@indexnforgetit It turns out it’s harder to move a $2t token than a $200b token
Like do you think money is fucking infinite or something? Ofc returns diminish
@SayNoToTrading Ah yes, I’ve seen this before
High scam activity and celebrities like Kyle Kuzma entering the market is what marked the top of the Memecoin cycle in 2024 too
This is definitely history repeating itself
Samsung ships first HBM4E memory samples for AI
The 12-layer chips deliver speeds up to 16 Gbps and 48 GB capacity, 20% faster and 30% larger than previous generations
The early sample shipment reflects Samsung's effort to regain ground against SK Hynix