Practical wisdom for inquiring minds. Powered by Jet Fuel and Dragon Energy. Self-Made. G-Rated. Pure Ego. Breathtaking Arrogance. Narcissistic Rage.
Deep in the Heart
Joined February 2018
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The most common trait I’ve noticed in the smartest people I know:
They want to be left the fuck alone.
You view one person’s retarded ass “hey grok” tweet, next thing you know, your entire feed is filled with them, and then you end up retarded.
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Truth.
I just rewatched Looper again a couple of days ago.
I’ve always loved that movie, but last viewing reminded me of just how solid a lot of science fiction from the 2010’s truly was.
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I finished Heat 2 (novel).
It’s actually pretty damn great.
Doesn’t tarnish the story of the original, simply expands on it, before and after the events in the movie.
Gonna be tough for the movie to beat it, because it was Pacino, Kilmer, and DeNiro in mind as the characters.
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I’d say the only weak point is Chris’s (Kilmer’s) storyline once he gets settled into his new life.
Other than that, the heists, planning, new antagonist, and how they all come together are well executed, if not a little far fetched, but still work for the sake of the story.
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Troof.
My wife probably outperforms the s&p and a lot of investors because of one simple strategy I taught her, and she actually has the discipline to stick to it.
She keeps it simple. Only buys great companies when they’re on sale, trading below their 200 week moving average. She sticks to large cap companies with proven track records and growing businesses, and never holds more than 4 positions at a time.
Her accuracy is 90%+ simply by following those rules.
It’s not rocket science. You don’t need 30 indicators, complicated strategies, or to chase every hot stock. You need patience, discipline, and the ability to wait for great companies to become undervalued.
Simplicity wins. Most people don’t lose because investing is too complicated. They lose because they can’t follow a simple strategy consistently.
Hope this motivates someone
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Not gonna lie, last Thursday was fucking unpleasant.
But, like I’ve always said, can’t handle being up millions if you can’t handle being down millions.
Still, cowboy shit.
Not for the faint of heart.
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Yeah right, it just reassures everyone that Jensen’s got that dog in him.
He’s not going anywhere, and neither is Nvidia, despite all the positive AMD news.
It’s not Nvidia vs AMD (yet), you see.
The pie is so large, both companies will flourish.
For now.
Nvidia’s Huang tries to project ‘business as usual’ in return to office after affair revelation, per CNBC
Nvidia CEO Jensen Huang has conducted his regular morning meeting with top-level executives.
Employees inside the company described the mood at the chipmaking giant as “sad.”
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If the gun laws that exist here shift in the wrong direction, it’s over for Texas.
Gun laws in California are extremely prohibitive, but they have mountains and beaches.
Texas is a flat mass (mostly) with extremely pro-gun and property rights.
That ends, bye bye Texas.
The danger here is real because key problem is that Texas's almost exclusive virtue was its right wing culture.
Absent the security being right wing, there's very little reason for people to stay.
I'm not saying he's wrong, but it's a much harder sell than people realize. This election wasn't supposed to be possible. Texas was supposed to be impenetrable to the left; safe for political refugees. Now that's been undermined.
Texas is in real danger now exactly because it lost its aura of invincibility. If people fled California, with all of it virtues, they're not going to stay and defend Texas. If right wingers start fleeing, Texas will flip blue quickly because of all of the migrants.
Texas assumed that the right wingers would stay... And maybe they will, but it's entirely possible that they don't, and that'll be a catastrophe.
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DRΞΔD_GΔMΞ retweeted
182 world records!!! Congratulations to the @Dell and @AMD teams! Great to see our collaboration deliver such strong results. Thank you @MichaelDell @JClarkeatDell for your partnership. Excited for what’s ahead! 🚀
182 world records. 🏆🚀
95 from our new #Dell PowerEdge R9825 alone!
Powered by 6th Gen @AMD EPYC: 94% better performance, 80% less cooling power, and 20% more compute at the same rack power.
Incredible innovation from our engineering teams! 💪
del.ly/61109ByDlSU
DRΞΔD_GΔMΞ retweeted
$AMD is now trading at $530 following the worst tech correction in modern history
DRΞΔD_GΔMΞ retweeted
On the Nvidia situation:
Nvidia, $NVDA, is now down another -7% today and -12% since the Jensen Huang affair situation began.
At this point, the market is pricing in two major potential headwinds.
First, the growing possibility that Jensen Huang will be removed as CEO.
Second, possibility that sensitive Nvidia technology or information was compromised.
Are these scenarios possible? Sure, but we believe both remain unlikely, with less than a 20% probability.
Nvidia's stock is now down -32% in just 24 trading days, erasing -$1.8 trillion in market cap, with over one-third of these losses coinciding with the Jensen Huang controversy.
We believe Huang remains an integral part of Nvidia's future and the broader AI Revolution, and this week's events will not derail the broader thesis.
As the dust settles and uncertainty begins to fade, we expect bargain hunters to step in.
The fundamental AI investment thesis remains intact.
Very convenient for institutions that this affair leaks a little more than a week before the latest earnings report for the largest company in the world is due.
BREAKING: Nvidia, $NVDA, CEO Jensen Huang's relationship with an alleged Chinese spy facilitated at least $7.5 billion in Nvidia chip shipments, per The Information.
The relationship reportedly dates back to 2023.
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Every question this guy asks is like he’s saying, “on behalf of all the idiots, let me ask X”.
And people consider 60 Minutes to be a credible show.
It’s just a bunch of gotcha questions for a guy like Trump and TikTok questions and editing for a democrat like kamala.
“If we don't have it, China's going to have it. That would put us at an unbelievable disadvantage,” President Trump says about the race to develop artificial intelligence.
Trump tells 60 Minutes he doesn't mind AI safety guardrails, but warns: “I don't want to put us in a deep second position. We're leading number one. And China has no guardrails, by the way.” cbsn.ws/4sOiMMF
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DRΞΔD_GΔMΞ retweeted
Nvidia’s biggest moat is CUDA, its software platform built over ~20 years. Millions of developers, frameworks, and optimized code run on it, creating huge switching costs. Rival chips often match or beat hardware specs, but porting and tuning code is slow and painful.
Another company could chip away at share (AMD via ROCm, hyperscalers with custom ASICs, Huawei in China), but full replacement is unlikely soon. The ecosystem lock-in is still too deep for most users.
