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Apple has been the company to most effectively popularize and monetize every form of personal computing. First they did it with the micro computer and then they introduced a GUI to micro computing and the personal computer revolution was underway. Firing Steve Jobs meant they lost a lot of ground in the PC market, but then they brought him back in 1997. It’s not crazy to think that someone in 2000 would be saying hey, I bet Jobs does it again, and he did with the iPod in 2001. The iPod dominated the mobile music device market the same way the Apple II dominated the PC market (at inception). Then he did it again with mobile phones, and tablets. Since then Apple has done it again with Apple Watch dominating the smartwatch market and AirPods dominating wireless headphones. They also rebuilt their dominance of the laptop market, partially thinks to the M-series of chips that are superior to any other laptop chip on the market. TLDR: Apple has been the only company to generate massive profits by dominating every personal computing device revolution since 1977. It’s not crazy to think someone in 2000 would be willing to bet on them continuing to do so
It's not exactly PC but I think it just kinda fell out of vogue. I love describing my strategy as "selling FDs to degenerate gamblers" and refusing to elaborate
In before you need NVidia Plus subscription to unlock native 240 FPS on console and PC. NVidia Pro to unlock on device LLM agent. Would you like to make a donation to St Jude?
I’m going to the casino tonight (on my PC in the comfort of my own home) to play some roulette and BJ
A few months ago I had puts for IONQ that went over 2$ in the money for a large profit on Thursday session. I left my PC 100% sure that I had closed my position but I didn't. After hours there was one of those random quantum pumps out of nowhere and I ended up selling them at a loss on Friday.
I’m a subscriber for their GeForce Now cloud gaming service and I am so pleased. I can play it on any lower end PC or Mac that’ll run YouTube, so I’ll never have to chase hardware like a high end gaming rig. It’s opened the door for me to get back into PC gaming.
I'm an Android and PC user, but also in IT. We dropped all mobile devices for only iPhones because they always work without fuss. Apple products might be overpriced and a bit boring, but they are solid and reliable. Any issues are often due to user error. Due to this, we've witnessed the cult following amongst our users. Long on AAPL.
In the future, there may be really good models that can run locally, perhaps to the level of what we have now, like a 100+ billion parameter model running on a mid range phone or PC flawlessly. but why wouldn't there be even better models than that which would still be in demand, and still need to be ran on servers because of how resource intensive they are? Still requiring more compute for training, and it just keeps scaling up. It could end up just being a more compute = better models/intelligence case scenario like it is now. LLMs and other types such as world models (like genie 3), and video models to name a few, are SOOOOOO intensive to run currently, and are still limited in a lot of ways. I'd be surprised if something like that but even BETTER could be condensed down into something that could be ran on sub-$1000 consumer hardware in the future, or chips become so much cheaper and faster to do that, but I won't say it's impossible. Additionally, what would make edge inference more viable? Will the hardware for it get better/more efficient and make it a viable option? Or will there be a breakthrough in software/algorithms that does this? If it's the former, then stocks like NVIDIA and TSMC among others will still see great demand for billions of specialised chips for local inference.
Often times the PC has first Lien and is senior secured. They get first crack and recouping their dollars if bankruptcy happens. In other instances, I have seen them originate loans that are “sponsor backed” which means they may issue a big loan to a company that has a larger parent company putting up collateral, almost like a parent plus loan for student loans. These tactics make some PC funds enticing enough given the protections they claim are in place.
I mean I've been using a foldable for 3 years now. It's definitely the future but I am also using it for an iPad when I need it and a phone the rest of the time I'm not expecting it to be a foldable PC in my pocket that I think a lot of people expect.
btw the 17 air and base 17 still use USB 2.0, so enjoy getting the videos onto a PC if your internet is slow
"Once you have the MacBook Pro, you would never switch to a PC and you will never get an Android phone, it was painfully obvious that Apple is different." Lol no. I have grown up with macs. My dad had an Apple II. My first computer was a Macintosh Quadra 700, and I then had every generation of iMac. I was the biggest Apple fan at a time when everyone was mocking it (pre-2000). My last Mac was a MacBook unibody from 2008. It has been a long time that I use an Android phone, Linux (and Windows because I'm forced to). Fuck Apple and its closed ecosystem. They have not innovated since the iMac G5 and the iPod touch 15 years ago.
Keep reading what the media says. And it actually looks like the world still needs intel because their chips are in 70% of PC’s worldwide
To be fair, it’s still widely used in the industry, even for PC. Silksong I think is in Unity. The only reason I’m saying it is still used a lot for PC is my old game studio basically only worked in Unity, which is a shame as I prefer unreal. We developed golf with your friends 2 in Unity. But the ceo was a bit dodgy, think he was arrested earlier this year for standard “CEO is a sex pest crimes”. So I’m aware less people probably use it for pc development but it is still prevalent, maybe just not as much as before
lol fucking hugo house of horrors. probably on every shareware disk. every play Crystal Caves? that was when I think we realized we liked PC gaming. that and Lander.
My PC doesn't meet the minimum requirements for Windows 11 I don't know what to do, you guys
At those valuations I' m not touching anything myself and sticking to ETFs. Especially NVIDIA, given that their ASICs for AI are not so unique in respect to other vendors ASICs, AMD and Broadcom mostly but also Intel, Apple, IBM, Samsung and Amazon have their hands on custom chips. Currently memory-bandwidth and memory capacity are the major limitations Certainly not touching Intel, the PC enthusiasts community follows it closely and they are in the process of massive layoffs in R&D and closing of fabs, current processor sales are miserable, and none in the pipeline. Google is a sleepy giant, sitting on data, data-center capabilities, quantum computing research, Autonomous Driving research, AI research like no other and Monopolies in Ads, Android and Chrome. Certainly one of the most R&D heavy but it's a decade that it's unable to turn it into products. Currently I' m watching ARM, ASML, Broadcom, AMD, Micron, Google and IBM. of the big ones at least. Btw don't take suggestions from strangers on the internet. Good luck man.
I smell a fleet deal with the US government incoming. At contractor prices, he should be able to hit $8.5tn with a few hundred "armored" Cybertrucks at military pricing. Call it "The Goliath" or something and glue a steel panel to the bottom and you've got yourself a next gen "A"PC
Lmao still had the disk from when i was like 9 yeats old, works on the PC my work gave me. Throw that onto the moniter and boom im a child again
Hood aint coin. COIN aint an exchange anymore. Retail hasn't realized but I think wallstreet is. COIN is the literal infrastructure layer (bridge) between tradfi and defi. They also make 50%+ of USDC stablecoin revenues. Strategic partnerships with banks. I'm anticipating an Amazon Coinbase announcement eventually. HOOD is a retail exchange. COIN is creating the defi ecosystem. Think the Windows of PC software of Apple appstore of mobile phones. They will be the gateway, the layer connecting it all and bringing it onchain. And taking a small piece of all of it.
Its a company whose major product is network chips inside laptops for the PC industry. The fuck are people thinking that they would be able to develop an AI chip where AMD, Intel, or any other way more sector related company is trying and failing?
Built a $2k PC (x870 mobo , amd 9800x3D , nvda rtx 5070 ti , Samsung 990 pro 4tb m.2 SSD , g skill ddr5 16gb x2 ram) just to play aram
Dude, keep lying to yourself. The type of PC i could buy or even build myself for 5400 would smoke the newest macbook any day. You clearly have no idea about Computer hardware or performance, but keep jonsing on those apple vibes.
Congress is not a single body. The GOP is massively divided between “just do what the president says and keep our jobs until his term is up so we can distance ourselves from it” and “stand up to him and risk his ire.” A handful of members are actually pushing back, but the vast majority are waiting for a bigger movement to glom on to. Even within the cabinet, we saw in the Houthi Small PC group or whatever that there was internal dissent, but part of the reason Trump picked them was their lack of spine.
A lot of people use laptops for things other than gaming, which you’d probably want a desktop anyways. Macs excel at many things, superior to PCs and there are major advantages to having all the components coming from the same place that are intended to work together. You can turn it on and they work, and the track pad and screen is superior to any PC alternative. Do you think the average person knows how to build their own PC and piece together components? Absolutely not, it would be like suggesting to someone to build their own car out of parts when they could buy one from a dealer that drives on day 1.
Well, if you buy a prebuilt PC from a company, they will load it with bloatware. Just install a clean version of windows and your good to go. Yeah, again, for specific work related functions and people who do not want to have to think about computers past buying and clicking the power button, it's great. It is still a less powerful, more restricted, and more expensive product that overcharges based on a vibe tax. Man, I really hit some nerves here.
All the flawed rating system does is open them up to more trade violations, since its basically just Roblox's made up ratings and isnt tied to the ESRB. Also hoping for some payment proccerer censorship is crazy. It's very easy for them to block steam payments of adult games on Steam since its such an extreme minority of people who purchase that junk. If they wanted to block Roblox then they have to go through pissing off every single appstore that carries Roblox as well as the PC playerbase. Collective Shout hasn't said a word about Roblox so I don't see that happening anyway.
"Sydney Sweeney is part of the PC Master Race"
for me i'm looking into PE/PC - high bar to get in, very illiquid, & very hard to find a good fund that's available to retail.
Seriously. AI ain’t shit until your PC can fix itself instead of giving you some error message that you need to google to try to troubleshoot your way out of it. Seriously
I was in an Office Depot the other day... It was actually pretty nice. Clean, well stocked, and completely empty of customers so it was easy to shop in. They even have a decent gaming and PC peripheral section (including GPUs and consoles). It was almost like going back to 1999.
When i was a kid in the early 90s, I used to play Golden Axe on PC with a mouse, while my friend used the keyboard.. that shit was akward AF, but things seemed simpler and more fun in those times. Anyways.. I'm down 20Gs today.
Tesla are the IBM PC of their day. Everyone will remember them but the competition became better and cheaper. Eventually they'll stop selling them.
Man, VR is fucking shit now, and Meta killed it. Decided to try knocking the dust off of my Quest 1 for SteamVR link. First thing it does when I hook it up to wifi is brick itself, saying I need to make a new account. To do that, it requires me to download a phone app, which has to update itself 4 times. The app gets stuck during setup on a dumbass bitmoji-based safety video; I have to uninstall the app and go through the trouble of downloading an older version that works. I finally get through the phone app setup, and go back to the headset, which also needs updates that get stuck 3 times. Then I have to download a PC app, which forces itself open on startup with no way to disable it through Windows. Finally get through all of that bullshit, and now my left controller doesn't work and Meta's telling me they deleted my old account along with all of the games I bought. I spent like 2 hours on moderately-technical bullshit and I still haven't played a game, and now Instagram keeps throwing me Quest 3 ads. Literally suck my dick Zuck, I'm buying a used Vive at bargain-bin prices since you murdered the whole technology by absorbing all of the market share and then turning the product into a logistic and privacy nightmare. I can't wait until someone cracks these things with custom firmware, Oculus has good hardware ruined by Meta bullshit.
For my 8 year old, I just told her that NVDIA is the company that makes the gaming cards in her computer. We are building a PC together, so it's not hard to comprehend. ( Then again, she's neurodivergent ADHD and Autistic and taught herself to read when she was 4. ) She was like, "Oh! Okay!" and that was it. Will I have to re-explain or go more in depth later? Probably. But that's life. It's okay to have fun with your kids and stocks and not take it so seriously all the time.
i. Not really. Private equity firms make their returns by exiting portcos after growing EBITDA over the course of 5-7 years; running the companies into bankruptcy only loses them money. At exit, the debt gets refinanced by the acquiring party, paying out our principal in full. If a deal goes to the point of bankruptcy, we have internal workout teams that lead the process of either chapter 7 liquidation or chapter 11 restructuring (in which we would own & operate the company until our own exit). Besides, we have internal underwriting guidelines and negotiate covenants to prevent the vast majority of deals from ever reaching this point. There are, however, distressed players that will entertain over-levered deals with the expectation of taking control of the company in bankruptcy. ii. Banks have very strict underwriting guidelines and are heavily collateral-focused that many companies simply can’t meet, or don’t want to be forced to adhere to. While there are many business lines within Private Credit, the bulk is cash flow-focused, which proves favorable for asset-lite businesses (like tech). Going to the PC market also allows a company or sponsor to negotiate every line within their credit agreement, which is simply not possible through bank lending.
Not necessarily. A lot of your regular lenders like life insurance companies and banks have more loan structure/ covenants, so the PC funds are more flexible and usually give more proceeds. Sometimes, they aren’t even that much more expensive than regular lender spreads.
So business are tapping PC at record levels, which means they cannot get money from non-PC entities. Bullish af?
There seems to be some confusion on what PC is, so I’ll provide some clarity as someone in the industry. Private Credit functions similar to private equity, but finances primarily the debt side of the capital stack as opposed to equity. Our clients are largely private equity firms (we finance the debt-side of buyout transactions and/or support recapitalizations), large companies who don’t qualify for bank loans, or those wish to have more flexibility in their credit agreements. In exchange for the higher risk & flexibility, we command a higher interest rate, targeting returns of mid-teens annually at the levered fund level. A “private credit fund” is simply a fund we invest out of (the exact same way private equity has funds) on behalf of institutional investors (pension funds, wealth funds, accredited investors, etc).
I don’t think 2015 was already crypto mining. My uncle was a huge gamer and wanted to get into investing by buying NVDA because every PC games knew NVDA had close to monopoly, AMD was really lacking in performance. Then boom crypto mining, vehicles, data centers, AI. Crazy part is now more and more gamers consider AMD as a GPU choice :))
Great point Intel's first 8086 chip was developed in 1978(?) are close to it and it wasn't until the 1990s that personal PC and computing in general really took off. I would say that it required the creation of more user friendly OS that helped PC become more general use, so perhaps quantum computers also need the development of more user friendly OS and software tools.
Neither one is good for AI investing. They are commodities with super low margins. Dell has tariff headaches on the PC side. Go with AI companies with 50%+ margins.
I was just responding to the statement that "Nvidia isn't a video game stock", which I get that's a very small part of the business/value at this point, but still isn't a correct statement. They are and have been the dominant player in PC graphics cards for a long time. All that said, I agree I don't see how a toddler/child can choose to invest in a company like Nvidia without some guidance from an adult.
My Nvidia position from 2017 was because I thought PC games were dope and and believed that it was the best graphics card company there was.
And how exactly would a 5 year old know any of this? It’s not like she was gaming in the 90’s building her own PC. She was born like, last week. She might know what Roblox is, at best.
“Okay, we can do gold, or video games, or ETFs, or-“ One of these is not like the others. Realistically, the child has no clue about anything besides Roblox and maybe iPads in relation to video games. OP definitely picked the stocks and attributed it to their kids. I mean, how much video games can a 5 year old even play? Enough to understand mainstream PC hardware manufacturers? Not buying it, OP is full shit lmao.
Nvidia has been making graphics cards for PC gamers and has been a very well known brand in that community for decades. Their shift towards AI is relatively recent and only happened because graphics cards (i.e. GPUs) happened to be more effective at the type of computing used in AI than traditional CPUs
That was early and lucky. She liked video games and asked to buy video game stocks. I think she bought Nvidia and MSFT. At that point it was just about PC gaming. Neither of us had a clue what was coming with AI.
And you could plug it into your PC and just drag and drop mp3s. You still can't do that with apple and one reason I'll never own anything Apple. Plus I'm not ghey
I use Etrade to trade options, so I can help. > Example: I opened the options tab for my selected stock and chose the strike price for what specific option I want to trade, but after that, I'm lost. This tells me you are **using the wrong trading platform on Etrade**. What you want is Power Etrade Pro. It's a desktop app that you have to download to a Windows PC (not sure if they have Mac versions yet). More info here: https://us.etrade.com/platforms/power-etrade/pro They have tutorial videos that explain step-by-step how to use the app. It's fairly new, I think it was released in 2024. So don't look at Power Etrade videos on Youtube that are dated *before* 2024, that will be for the old version which is no longer available. There's a FAQ here that might also help: https://us.etrade.com/platforms/power-etrade/pro/how-to/tools?expandFaq=options
I would argue equal weighted is worse. AI is the only bright spot. In fact, I think if you remove AI from the GDP, we would be already in a recession. The MAG 7 is masking a weak stock market.. and weak economy. Companies are spending like crazy on AI capital spending. At some point, investors will demand revenue from the capital spending. Don't forget the AI capital depreciates over time. Your PC video card from three years ago is probably worth half the original price.
IBM doesn't know how to make money. They create technology that others grab. It was IBM PC, yet they gave all away.
SPY shows a 1.218 PC ratio
Dell calls due to HP's higher PC sales due to Windows 10 to 11 upgrades being done by businesses everywhere.
Thankfully. I can't stand hearing those words. I disable that garbage on my phone, PC, everywhere
In the old days we called it the upgrade cycle. Once everyone is comfortable with chips performance they stop buying. This isn't any different than gpu or other PC upgrades, it's just new.
It's solvable if they want to solve it, but device makers seem like they want to push everything to the cloud so that they can charge subscriptions and harvest user data. Think of how recent versions of Win11 will push Microsoft accounts, and the only way to set up a local only account is through the command prompt during setup. Plenty of consumers would also rather buy a cheap phone/tablet vs an expensive gaming PC, which means that the more compute-heavy tasks would have to be pushed to the cloud too.
the future and present of storage is on device. people only save photos in the cloud or maybe things they are afraid of deleting so they want to have a backup somewhere else. stories does not require massive amounts of electricity for GPUs like AI. Sebastian majority of people will only need a PC NPU or gaming PC, not access to an RTX4090 equivalent. it's like saying the future is people renting your Ferrari rather than buying their own Toyota
There just won't be any reason to pay for massive data centers to serve customers when you can offload the inference to somebody's PC. You'd be a fool not to.
You use your PC unconnected to the internet? Get with the times.
Now all NVDA needs to do is release PC 2 and we’re cooking
AI is dumb and I disable it on my phone. The last damn thing I want is an AI PC. AI will only make everything and everyone even dumber than before... if that's even possible.
Mods are still rocking Intel 486 PC's
So we are selling PLTR, right fellow tech bros? We had fun but now let’s cash in right? Buy a nice PC and oculus, Japanese girlfriend?
We realized AI fever was ridiculous and actually we all hate AI. I saw an ad for an "AI-PC" the other day. I instantly knew the top was in and got out of anything related to AI. I'm in all different plays now
You can also claim your PC as well as a business expense. That's how these "content creators" go about it as far as I know.
Hello, I am planning to buy a PC for video editing in Brazil, but I cannot afford it at the moment. Could any generous soul help me with 0.997 BTC? I will sell the satoshis to buy the PC. My Bitcoin wallet: bc1qydc0fjlpmusfn5hj9sskl8mh2m3nacu5zxg2aq
How does that matter on a platform that most games release on and most gamers use? Gamers being upset at a developer or a title doesn't really impact them. PC gamers are still going to be buying games, even if they're upset with some particular developer or game.
Doesn't matter what you think of gamers, steam is a platform that basically all PC games get published on and regardless of your personal feelings gamers throw money at games.
I think you can't directly compare user software to AI Models. All of the software companies you mentioned have user input as the core engine to their output. With AI, it's the hardware. Bigger models+more MWh = more output, and if the software can improve the quality of output, it's still the same formula. I'm not saying I am certain about this. But I think it's foolish to look at PC's and software in the 90s and say that GPU Data enters and AI Models are the same, and will follow the same trend. I think it's more likely that the models are the commodity, and the hardware is what's moated. Fire up 10 different models and you'll get similar output. Fire up one model on different hardware, and you will see huge differences. See what I'm saying? The paradigm is at least flipped, if not completely different.
As a Mac user, I had no use for a 3rd party GPU, so I did buy NVDA instead. Before the most recent split, I sold 1 share to buy a tricked out gaming PC :D
This was literally me. GTX 1080 was my first new Nvidia card. It was a game changer. Gaming, video editing, Autocad every god damn thing I did, my PC crushed it because of this card. About two years of owning it and I realized this company was beyond all its competition and started buying stock. I plan to put the graphics card in a glass case and hang it in the entry of my house that will be completely paid for by Nvidia. Thank you Jensen, I love my 4080 now.
Isnt it gainfully? Unless they are playing PC games and PS5 for a living...
I look forward to seeing how Intel will manage this opportunity and if they'll make anything that consumer and/or business will be rushing out to buy... (I say, typing this message from a PC rig running an AMD 5950X and an NVIDIA RTX 4080 and a work laptop running a Ryzen Zen4 CPU/APU)
I was just thinking about AI and terminator. All they need to do is program one set of AI machines to not let other AI machines destroy humanity. That way the PC's and Macs will only fight each other, and Mango can negotiate a peace settlement . Calls it is.
I have a PC but my wife's boyfriend commandeered it for gaming.
Dude, not PC. Its Jackson Hoe now.
GTA 6 will be console only on release and PC port will come in 2028
With headsets you still have the problem of resolution and frame rate. Most high end stunning video games are so taxing on hardware that you’re lucky to get a stable 60fps. With headsets…. to overcome the nausea problem you need _at least_ 90 frames…if not 120-144 frames per second. And that is at 1080p. Immersive VR is realistically going to need 4K per eye. So it would be like having to run Cyberpunk on dual 4k monitors at 120+ FPS. This is going to require more GPU power than even a 5090 can churn out. To do that kind of processing requires a PC, which means you are tethered. This limits the ease of use of VR. To do cordless VR entirely in a headset you have to do on device processing. So basically the computing power of an iPhone. And then you have to make the headset affordable. Now you’re limiting optics, the display resolution, refresh rate etc. If you have an unlimited budget, there are dual 4K per eye devices out there. But they’re expensive. Micro OLED displays are helping the display part of things and headsets are starting to get pretty good. But you still need a ton of processing power to do something “photorealistic” at those resolutions. It’s still a matter of improving hardware, but if you compare a 4K micro OLED headset today with something like the DK2 which made VR popular, the difference is astounding. Facebook opted to make an affordable standalone device to appeal to the largest crowd they could. It’s still going to be another 10 years before we have a killer VR device and the processing power to do the type of jaw dropping experience you’re thinking of. The frame generation stuff that nvidia and AMD are doing will help alleviate the processing power requirements.
“Options are volatility instruments” is precisely the point. Vol traders aren’t trying to take directional bets and vol sellers don’t care if the’re short a put or short a call because they’re delta hedging either way. As long as actual vol doesnt outpace the implied they charge they’ll make money. It’s true both calls and puts move but they don’t have to move in lockstep or even a static relationship. Maybe the whole smile prices higher but that’s not a requirement. PC parity has to hold but there are other inputs (underlying, discount curve) that allow skew mechanics to float a bit.
Agree that stock prices are very very high. But: With AI, hordes of office workers save an average of around 45 minutes per day, calculated conservatively. Extrapolate the amount of energy that can be saved for internal company communication and used elsewhere. This is gigantic. Plus, Chatgpt or whatever represents a new interface. Hordes of students are currently having great, formative experiences with it. They no longer want to miss the tool and formulate it themselves. They're hooked. Lots of adults too. These tools are inevitably monetized. Imagine everyone paying 5 euros for Chatgpt. 5 years later 9.95. Think about Spotify. Sure, AI won't replace us all in 5 years, but it is a very intuitive way of interacting with the PC. Nvidia is at the center, but I also see that the hype will soon be over. My conclusion: Microsoft buys OpenA.I. completely and brings office work into the 21st century.
The amount of free and discounted games you have access to on PC will eventually make up for the price difference. And you'll have a much better experience.
Yeah, should definitely get a discount on a new PC or something like that
Every single day I wish I had picked up the PS5 rather than Xbox. I had ordered both, and had to choose one to keep, so I chose Xbox because I was used to it. Xbox isn’t bad, but it’s almost negligible with a PC involved now. Meanwhile, PS5 has the exclusives and a lot more people. Bad investment.
I mean it used to be. Im and old fuck and remember when I built my first PC for like under a grand i could play most games max settings. To do that now in 4k and stuff it's going to be at least double that.
Deep*ucking value needs to like another stock… NEGG. But my prediction is that Vladimir Gaulkin who is-was allegedly neighbors with Ryan Cohen during GME will gain majority ownership of Newegg and announce a merger or strategic partnership with GME. Newegg takes used GPU’s, hardware etc now. GameStop’s will become the brick and mortar hub portion of Neweggs newly launched “community” features. How much is that worth to all you neckbeards obsessed with building PC’s?
I think Nvidia and AMD will be a good choice in the long run… AMD has more lows but still recovers + it’s the only alternative on PC side to Nvidia. However Nvidia might go to 200$ by the EOY. Let’s see, it’s interesting.
Yeah, not sure how old you are but in the late 90’d and very early 2000’s you would buy lucky charms or other cereal and they’d have a disk glued to the front with demos of games. I think there were PC games too, I believe I got clue (the oc version of the board game) on a cereal box lol Then there was PlayStation magazine which would come with a demo of several new PlayStation games. I remember playing the first level of Syphonfilter a million times as a kid lol
Holy shit at 300W, yikes. My current PC is already fucking my life up this summer with the hot temps. Can't game and have AC keep up at the same time. I mean, I can but the appt doesn't get lower than like 74F and that's unacceptable when the wife wants to sleep.
Intel's latest series of CPUs literally kill themselves within months by default via unregulated voltage levels lol. I don't have a PC right now because of Intel, currently being repaired and getting a free replacement like millions of other Intel users.
"five screens connected to a super high-powered Mac or Windows PC or whatever." I'd rather get a real job than stress out over day trading.
Have you set up an office away from home to make it feel more like it’s a job? I’ve been making some good money on the side, but so many distractions at home, dog, cat, fish, trash, you know all the life stuff. I would love to rent like a mobile home and have an air conditioner set up in there with five screens connected to a super high-powered Mac or Windows PC or whatever.
What's a good multiplayer PC game I can play with my tweenager? Like WoW or something but not WoW.
What level of control does having access to the core manufacturing of, and the firmware to, the heart of 80% of every PC sold in the country?
In practice the models that actually drive my book are a small, durable stack: realized-vol EWMAs with two horizons (a fast window around 20–30 trading days and a slow one around 90–125) to catch regime shifts without over-trading, a plain GARCH(1,1) with t-innovations for a one-step forecast as a cross-check, and the options market for forward information—30-day ATM implied vol, its term, and downside skew. Those are paired with a shrinkage correlation matrix and a simple PCA monitor, because in stress a concentrated equity book rapidly becomes one trade and correlation, not the exact conditional-vol flavor, is what bites. EGARCH and its cousins do encode leverage asymmetry, but for a concentrated long-only equity portfolio they rarely change decisions relative to the simpler stack; they’re useful diagnostically, not prescriptively. HAR on daily data adds little unless you feed it intraday realized variance; on closes it mostly reproduces a blend of the fast and slow EWMA, so I treat it as redundant. The tail problem is better handled with Expected Shortfall and scenarios than with fancier GARCH variants. Sizing and de-risking flow from a volatility-targeting overlay and explicit regime flags. I size positions to a portfolio vol target (for a concentrated long-only book, roughly 10–12% is a reasonable anchor), and I cut gross when the fast EWMA clears a multiple of the slow—about 1.5× is a good tripwire—or when model 99% ES exceeds a hard limit. At the same time I watch correlation and the first principal component’s share of variance; when average pairwise correlations spike or PC1 explains north of 50–60%, I assume diversification is gone and reduce gross even if single-name vols are tame. Options signals move risk as well: when implied vol is rising faster than realized, vol-of-vol is bid, and downside skew steepens, I pre-emptively de-risk; when realized is elevated but IV and skew are compressing and liquidity is fine, I’m slower to cut. Stress testing that changes behavior combines ES with a scenario library and liquidity haircuts. I replay the worst market days of the last few years, layer on a one-day index shock on the order of −8–10%, add name-level gaps around −15–20% for earnings or idiosyncratic news, widen spreads two to three times current levels, and cut available depth; risk limits are enforced on marginal and component ES so I know exactly which names or factors are driving the tail and I cap them accordingly. What’s noise is the race to ever-fancier conditional-vol specifications, highly tuned HAR variants on daily data, and parameter churn that improves in-sample fit but doesn’t change portfolio actions. A robust, auditable setup—fast/slow EWMA realized vol, a t-GARCH cross-check, implied-vol term and skew, correlation/PCA, and ES-based limits tied to clear, automated brakes—captures the signal that PMs actually act on, and it does so with fewer false positives and better governance than an exquisite EGARCH zoo.