grantf

[grantf @findiglay]

@LoganJastremski @blknoiz06 @wonjwox That's my point... Chinese capacity isn't slowing. Nvidia will probably be fine but wouldn't long memory here.

[grantf @findiglay]

@LoganJastremski @blknoiz06 @wonjwox Historic average trailing for the industry since 2010 is about 20x. Micron for example trades at over 40x today. It's forward P/E is 15x but by 2028 earnings will compress and we're probably going to see a lot of Chinese supply hitting the market.

[grantf @findiglay]

@LoganJastremski @blknoiz06 @wonjwox The semis

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@LoganJastremski @blknoiz06 @wonjwox It's not bubble pricing it's cyclical peak pricing

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@lxjourney_ @spacanpanman The 10-K is referencing aggregate future commitments not pre-payments already made (which wouldn't be included here)

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@spacanpanman @WMICHFLY Is no pre-payments is the same as no min future commitments?

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@AltFemKG @b0n0myt1res Tend to agree but the other options are not looking good - Rayner, the favourite, would be a disaster.

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@b0n0myt1res He's the obvious choice simple because the public hate politicians

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@AltFemKG @b0n0myt1res 5 tours in Afghanistan and SBS? Being a journalist or a career politician is better qualified?

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@TrungTPhan Those neo-cons were purists, true believers...

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@toly @vkhosla Then why has the US closed all but one military base in Greenland? In the cold war they stationed 10k soldiers in Greenland. Now it's 200.

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@TruthIsThus @Variety Honestly, he was better than I expected. I like that Safdie uses $not actors in roles. Good film btw.

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@KyleSamani @EffortCapital Especially when it's a dumb analogy

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@asyla_sol @coalonsolana

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@Pleyndamour @BBCLeeds @RachelReevesMP £2.5B seems a bit pricey. Phase 1 tram line in Edinburgh connecting to the airport cost £800M by comparison and that was well over budget. The phase 2 line only cost £200M.

[grantf @findiglay]

@badlydrawnbarry @Clive_TBC Meme coins are basically legal in the UK

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@paulg @utekkare I remember Hitchens said he thought Fry played Jeeves a bit too stiff.

[coal @coalonsolana]

🚨 The COAL v2 Beta is now open to the public

[grantf @findiglay]

@MiddleearthMixr @DarkSydeFelipe It was a pretty clever inversion of Falstaff from Henry IV Pt 2. I loved it.