@ChamberofFit I remember when I posted my own before/after photos on here for the first time and people were saying that **I** was on steroids. It was a first for me and I was almost flattered. It indicated that I must have been doing something right. 🤷
@jamie_selects If you know how to manage your money, there is no reason to use a 401k. I don’t want your crappy/high-fee funds while losing 1% to the house every year. Just give me my $$ now.
It’s funny because here in Orange County, the home market just never seems to slump at all. There is rarely any inventory, and it moves quickly when it opens up. That’s all I know.
Sellers are delusional and I’m tired of people pretending they aren’t.
Home prices need to drop 30% or more most markets or this number is going to keep growing.
NVIDIA is telling you exactly where to invest with its new 800V DC power architecture.
The old 48V system can't keep up. 800V reduces copper usage by 45%, cuts the power chain from 5 conversion stages to 2, and cuts power delivery losses in half.
These 7 companies are building the power layer underneath it all.
1. $ON - onsemi
SiC and GaN chips for high-voltage power conversion across AI and EVs. AI data center revenue nearly doubled YoY and is expected to double again in 2026. The key number: their content per AI rack scales from $15,000 today to $115,000 in next-gen 800V architectures. A 7.7x increase per rack deployed.
@BarnieTaintpipe Agreed. Everything is a smash hit. Every call option pays off 1200%. It’s not going to stay this easy. Especially with mid terms looming.
@LongGameEquity Their time is definitely coming. It feels that way for $AMZN, too. Probably $META & $MSFT, as well. But $NVDA first. They’ve gotten a little lost in the CPU(ARM/INTC) trade recently, but that will change. Good time to buy some calls IMO.