u/daxter_101

Do we have any details about that?

For storage?

Since rn 5 gb, hopefully it’s 100

Microsoft proved you can increase ai capex spending while still making money and having a positive cash flow still unlike other big tech companies.

This directly supports the bull case of the ai bubble

App is basically complete and ready for deployment.

I have no background in marketing.

Purely did the dev work

Algos coming back hard after massively dumping soxx the last 3 weeks as if the bubble was actually bursting.

TSM just announced 10% universal increase to their prices to hyperscalers to increase margins after increase in production costs

Algos also got scared of Chinese models needing less compute so soxx took a hit. The paradox is, even with cheaper compute ai models, the demand for soxx won’t actually decrease since the competition is so fierce to get better and better, that even those models will need more horsepower eventually.

Whoever got the soxx dip. Congrats

Now google and Intel earnings this week, let’s hope they continue the ai bubble validation

Bears on life support.

Every dip reversed.

Just put the fries in the bag bears

Russia basically impossible to go to after 2022 since visa and Mastercard don’t work anymore.

It’s a shame since I genuinely think Russia prob has the hottest girls in Europe

Elon about to wipe all bears from the face of this earth

The run they have been on with their games the last 2 years with rebirth, now part 3 coming soon and kingdom hearts 4 announced.

Thank god this company isn’t exclusive to Sony PlayStation anymore

I started with Hitman blood money and went to woa.

Each map was 3-4x the size on average, I was overwhelmed at first.

Then I realized the whole point is to enjoy the scale and take my time each play through of a map.

Hitman woa probably the best single package of gaming in the modern era when it comes to sheer scale of it

If anyone is wondering why today everything is crashing, look no further than Broadcom earnings.

Broadcom’s earnings was a signal to the market that the chip market while is very bullish, isn’t going to keep moving up forever and the guidance was flat instead of a beat causing everyone to sell soxx.

The entire ai bubble got a reality check for the first time with Broadcom earnings

If this was the default movement in the base game, bo7 would have have been my goat mp game.

Edit: this is bo2 remastered and I’m here for it, please don’t remove this mode next season

We’ve seen this shit before

Market is green, trump buys puts for rest of the week

Market is slightly red/flat until Friday

Sunday night, trump posts “deal is getting closer” and market turns green by end of Monday just in time for his Tuesday calls

Y’all don’t fall for this shit

Everyone and their mothers already know about photonics stocks and classic chip stocks like amd and Intel.

But people don’t talk about the dsp chip companies as much due to the big players: Broadcom and Marvell being too big for most retail to want to invest.

Well you’re in luck, a stock called Mxl just gapped up 500% the last 3 months and this is just the start if they capture the 3rd spot in the 1.6 dsp chip process.

And before anyone shits saying the gains are already done, look at the all time chart of Mxl, it peaked at 77 during covid and then crashed to $10.

MXL was a dying company due it mostly being telecom wireless focused and then with the ai boom, the demand for their dsp chips skyrocketed.

Now since the covid peak it’s only at $100 from the 2021 $77 peak, so it can still grow a lot assuming the 1.6 design wins produce hyperscaler contracts.

To end this off, Marvell just had earnings and specifically called out the 800 and 1.6 dsp chip production as their leading driver of growth with hyperscalers eating up all the dsp chips they can get.

Well guess what, Mxl is in that exact space