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pmchem posted:
This was a huge sell signal that I wish I'd sold immediately on. Huge yikes moment I recall feeling, that it was a big sign that he'd bought into his own bullshit.
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Aug 21, 2022 21:37
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Space Fish posted:Probably repeating myself, but I remember back in college (iPod era) when classmates would talk about needing a new laptop and they'd go with a $1,400 MacBook by default. I would gently advocate for a $300-500 Windows laptop on the basis of saving money, but they wouldn't listen. Apple products "just work," therefore four figures for an email/homework/browsing laptop is the only way. Should've dumped my early paychecks into Apple under such conditions. For me this era was def another time where I noticed Apple and thought they were on the verge of getting onto the next level. The obvious thing in the news of course was the iPod, but beyond that what caught my eye was this remarkable shift where a lot of older guys I knew in comp sci at my university were picking up G4 towers as their main computers. Now these were the sort of computer loving turbo nerds that in the past built computers and were wholly in Microsoft's orbit. What was going on? It was that new new OS X simply was that good, and software writers, many getting clued into unix for the first time at university, recognized that OS X's unix underpinnings were very convenient and neato to play around with. A significant part of this generation of software engineers shifted to using OS X as their main. Now that alone probably would have some positive impacts on Apple's business, but the more impactful thing was that to get this point, to the point where OS X was this insanely good product that passionate computer users were shifting platforms and spending significantly more on their computers just to use, it meant that Apple had seriously invested in this new operating system and this had given them a solid base to achieve even better things in the future. Years later when Apple showed up with this iPhone thing people at Nokia and RIM reportedly thought it was fake because Apple's iOS software was such an incredible leap ahead of everyone else. Well it was built upon the foundation of OS X. This is what enabled Apple to pull this off. Would be interesting to go way back to 1999 and look at Apple R&D spending numbers and see if it was upticking or anything, if they were making serious investments that paid off. Of course Microsoft is also famously always spending a buttload on R&D but it all seems to always go to weird vaporware projects that are instantly cancelled.
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Aug 21, 2022 21:55
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Femtosecond posted:Of course Microsoft is also famously always spending a buttload on R&D but it all seems to always go to weird vaporware projects that are instantly cancelled. I work in computer engineering/CPU design industry and see Microsoft doing a lot of recruiting of my colleagues for new chip design jobs. However, the VP of their hardware design org is a woman named Rani Borkar. She ran my org into the ground when I worked at Intel. She was later fired/let go with an enormous golden parachute. I never worked directly with her, but her all hands always felt like she didn't know how to run the group and didn't give a poo poo about any of our projects actually succeeding. Aside: I saw this with a lot of leadership at Intel. There was another guy who was an awful program manager. Dude came in hungover, didn't know anything about how to do his job. Would be out partying when the silicon for the project he was leading came back for power on, etc. He went on to work at Apple where I thought he ran some group related to Intel's LTE/5G modem IP transfer to Apple-- which I heard wasn't going well. That guy I think he was let go or pushed out of Apple and is now a VP or senior VP at AMD. I don't understand how these terrible leaders seem to fail up, but I wish I knew how to advance in my career as quickly as they seem to do. On top of that, my colleagues at my current company all think that Microsoft is going to fail at designing their own chips. I don't think any of this will have any actual effect on MSFT stock, but I guess keep an eye out if Rani leaves Microsoft, or there's some news about Azure hardware using Intel-supplied chips or maybe AMD or ARM-based chips designed by some other company. MetaJew fucked around with this message at 22:57 on Aug 21, 2022 |
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Aug 21, 2022 22:51
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SVRE looks like it's going to pop off this morning entered a starting position at 3.97 E: sold at 4.40 cirus fucked around with this message at 15:09 on Aug 22, 2022 |
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Aug 22, 2022 13:45
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Zephyris posted:Dunno if this should be its own thread but here's something to add to the discussion... what about going long leveraged volatility? I've been doing research on ProShares UVXY fund and it leverages vix futures to produce insane returns when things get bad. Quoting myself because if I had gone into this ironic joke trade I'd have been mega green!
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Aug 22, 2022 16:34
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Zephyris posted:Quoting myself because if I had gone into this ironic joke trade I'd have been mega green! But when would you have sold?
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Aug 22, 2022 16:37
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pixaal posted:But when would you have sold? at the top, duh
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Aug 22, 2022 16:45
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i understood that marvel was busy designing a x86 chip for azure workloads similar to how amazon has their own in house designs for their AWS offerings but maybe thats not what their job is. MS is big and has reasons to have workable arm designs too
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Aug 22, 2022 23:02
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Microsoft (and weirdly, Intel) put up a significant chunk of the funds that went into the design of RISC-V, which in some future timelines, might replace both x86-64 and ARM I actually bought and booted unbuntu Linux and pinged Google over WiFi on a RISC-V computer over the weekend (from AliExpress, even) so it's formally moved out of "purely academic" and into "realm of commercial possibility"
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Aug 23, 2022 00:00
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Hadlock posted:Microsoft (and weirdly, Intel) put up a significant chunk of the funds that went into the design of RISC-V, which in some future timelines, might replace both x86-64 and ARM It's not really "weird". Intel sees ARM as a threat to their server business. Intel also licenses ARM IP, and probably doesn't want to pay them. I'm sure the end goal is to make RISC-V servers on Intel process, as an alternative to Xeon for lower power applications. But Intel has also invested billions of dollars into stock buybacks and dividends, instead of into their fabs where they have lost a lot of ground so who knows. Maybe it's just a strategic play to hamstring ARM. There are lots of RISC-V startups poaching ARM computer engineers, as well. I suspect that's where a lot of senior ARM people went that were hit in the recent layoffs.
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Aug 23, 2022 00:24
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According to RISC-V 's website that has a PDF on the history of RISC-V the funding arrived in 07-08, which Edit https://live-risc-v.pantheonsite.io/wp-content/uploads/2016/02/EECS-2016-6.pdf Which is paraphrased here https://riscv.org/about/history/#origin quote:The Par Lab was a five-year project to advance parallel computing funded by Intel and Microsoft for $10M over 5 years, from 2008 to 2013 1. It also received funding from several other companies and the State of California. Important part bolded Hadlock fucked around with this message at 00:36 on Aug 23, 2022 |
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Aug 23, 2022 00:32
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One thing I wanted to mention about Chewy.com is that they do source prescription pet foods cheaper than your local vet will sell the same food for, that's why I use it anyway. How valuable is that to their share price? No idea, I haven't researched them and have no plans to buy em. I did buy a dog bowl from them one time, but I get all my cat food from amazon so v0v
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Aug 23, 2022 00:39
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MetaJew posted:But Intel has also invested billions of dollars into stock buybacks and dividends, instead of into their fabs where they have lost a lot of ground so who knows. I'm sitting in D1X, Intel's newest factory in Oregon as I write this and I can assure you, Intel is definitely spending billions in an attempt to catch up
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Aug 23, 2022 01:00
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4/20 NEVER FORGET posted:I'm sitting in D1X, Intel's newest factory in Oregon as I write this and I can assure you, Intel is definitely spending billions in an attempt to catch up Good to hear. I used to work in some of the Atom SOC groups and for the ten years I was there, we never moved to the 10 nm process. I think we did a 22nm chip and some 14nm chips that were canceled before tape out. Then later on, in the modem group we were on TSMC thanks to Murthy (amazing scam artist, 10/10).
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Aug 23, 2022 01:04
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yummycheese posted:i understood that marvel was busy designing a x86 chip for azure workloads similar to how amazon has their own in house designs for their AWS offerings That team has also designed chips for Xbox and HoloLens. It’s a full service custom silicon group that just happens to have been reorged there.
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Aug 23, 2022 15:11
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pixaal posted:But when would you have sold? Probably for a 5% gain after chasing March 2020 all over again
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Aug 23, 2022 18:03
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So is everyone here active traders or does anyone else just throw money into things like VTI or VOO and forget about it for 10+ years?
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Aug 23, 2022 19:42
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People in BFC do that but it has its own thread.
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Aug 23, 2022 19:59
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Antillie posted:So is everyone here active traders or does anyone else just throw money into things like VTI or VOO and forget about it for 10+ years? I mostly do boring ETFs like VTI and forget about it, but I do a very small percentage of active trading/losing.
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Aug 23, 2022 20:03
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This is the gambling thread Investment grade thread is here: https://forums.somethingawful.com/showthread.php?threadid=2892928
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Aug 23, 2022 20:06
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I have a large chunk in "boring" set it and forget it stuff, but I also like to diversify as much as I can, and I also think there are opportunities groupthink misses. Not really a thread for anything in between "dump everything into the vanguard 500 etf" and this thread. Although this one is coming back from random-speculation-bet-it-all-on-black a little bit. And professional "gamblers" like to call it "advantage play"
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Aug 23, 2022 20:22
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Baddog posted:I also think there are opportunities groupthink misses. Livestock Trading Thread calls the other side sheep.  (I know, I know...) Yeah, this is the active trading and/or degenerate gambling thread. YMMV depending on which side is more prolific in posting at the moment. Uncle Scrooge's Wild Ride or something.
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Aug 23, 2022 20:49
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I stopped trading a while ago and now exclusively do the boring 'deposit some money every other month in a world index fund' thingy. But this thread is more fun than the real investing thread.
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Aug 23, 2022 21:30
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I activity trade on a regular basis. lots of options on tickers most people dont care about. then a couple of oil and gas stocks that i always love gains are about equal between the options trading gambling account and the only shares account.
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Aug 23, 2022 23:20
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Antillie posted:So is everyone here active traders or does anyone else just throw money into things like VTI or VOO and forget about it for 10+ years? Half the fun trying to figure this out!
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Aug 23, 2022 23:56
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I buy or sell some stock about once a year or so on average. I also do the long-term thing, this thread is for tempting me with weird poo poo to put $1k into for shits and giggles.
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Aug 24, 2022 00:43
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If we genuinely dump and retest lows in September like so many people think will happen there will be some opportunities to play stock picker and pick up some specific stocks at very depressed prices. Alternatively to simply put more money into VTI.
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Aug 24, 2022 01:01
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I've gotten pretty cold feet and just stashed my dosh in safe funds like ARKK
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Aug 24, 2022 02:33
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Gaius Marius posted:I've gotten pretty cold feet and just stashed my dosh in safe funds like ARKK
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Aug 24, 2022 03:11
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people jumping in ARKK only after it posted 100% gains and ended up on cnbc every drat day instead of running for the exit will never not be funny
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Aug 24, 2022 03:56
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Femtosecond posted:If we genuinely dump and retest lows in September like so many people think will happen there will be some opportunities to play stock picker and pick up some specific stocks at very depressed prices. Alternatively to simply put more money into VTI. What's so special about September?
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Aug 24, 2022 10:59
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Antillie posted:So is everyone here active traders or does anyone else just throw money into things like VTI or VOO and forget about it for 10+ years? I mostly do index funds but I do gamble a bit with timing the market (I know I'm bad to be doing this), mostly by changing the allocation between equities and other investments based on whether I think the market is over or under valued. If I see something I think might be worth gambling on (in a longer term sense, not daytrading) I might still go for it. I'm currently considering Intel.
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Aug 24, 2022 16:06
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John F Bennett posted:What's so special about September? Guesses: Its the last Fed meeting with a large hike expected (roughly 60%/40% chance of 75bp/50bp, respectively per FedWatch) Markets tend to get nervy ahead of US elections
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Aug 24, 2022 17:00
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John F Bennett posted:What's so special about September? On top of the fed meeting and election and all that as above, this bear market has played out eerily similar to 2008. Probably a huge coincidence, or the algo traders are forcing a fit and conspiring to kill credit suisse on the 15th.
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Aug 24, 2022 17:41
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Whoa, there's already a new US election? Almost feels like last week since you guys got a new president.
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Aug 24, 2022 17:43
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these days it feels like america is one neverending election
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Aug 24, 2022 17:51
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drk posted:Markets tend to get nervy ahead of US elections https://youtu.be/AeWERCWyxw4 Some presidential election patterns observed by Ken Fisher. He also likes to point out that the third year of a US president's term almost always ends in the green. Whether that means this year has further to slide, who knows.
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Aug 24, 2022 19:02
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John F Bennett posted:Whoa, there's already a new US election? Almost feels like last week since you guys got a new president. mid-terms. We have an election or two every year in every state, for statewide and local offices, and occasionally (depending on individual state laws) to replace congresspeople who died or quit; members of our house of reps serve 2-year terms so we have full elections for the house every 2 years; senators serve 6-year terms, but they're split up so a third are up for election every 2-year cycle; and presidents serve 4-year terms so we normally have a presidential election every 4 years.
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Aug 24, 2022 19:29
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Doing it like this ensures that we avoid developing an entrenched political class.
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Aug 24, 2022 20:24
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Leperflesh posted:mid-terms. Sounds complex, thanks for the info.
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Aug 24, 2022 20:25
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