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i literally just want NHL and UFC on PC. can 55 billion dollars do that? this is the disconnect between the reality of what the product is versus some absurd evaluation. players: We would like x, y and z. ea: "i'm sorry but this is just not within the budget or realistic for our market." also ea: "haha 55 billion go brrrr" this is what in the fuck is wrong with everything with these huge ass companies, meanwhile a small dev team of 3 ppl will be like "oh okay we'll work towards that", then actually work towards that, get it done in a few months and ship it. 55 BILLION dollars, like...what in the actual fuck does that even mean. it's not real, it's nothing a human can actually cognitively wrap our little brains around. it's insanity.
I’m not building an expensive PC to satisfy my autistic urges i am investing in the RAM commodity
What are the financials of AI demand. Seems that there's a ton of borrowing for expected AI demand, even as the cost of using an AI cloud server is $1 to $3 an hour. The question I always ask is would you pay $20/month for AI? Our son's workplace pays a chunk of change to OpenAI and Microsoft for AI services but they make considerable use of it to make their employees more productive and their employees embrace it (or lose their jobs as they aren't competitive). My example: bought a PC upgrade for $500 this summer. Ryzen 9 9900X, MSI Tomawark X870E, 32 GB G-Skill DDR5. Price this morning is $1,059. Also bought a 4 TB Crucial Gen 4 NVMe SSD for $219.99. Price this morning is $499.99. One thing that the RAM and SSD prices is having an effect is on consumer gaming PCs. People are holding onto their older gear and even shopping for older gear that uses older RAM that may cost less or they are looking on the used market for systems that they can take the RAM and SSD out of. We bought 32 GB of Corsair Vengeance DDR4 in 2019 for $150. The price on the used market is $306 for it today. That's truly insane.
SPY calls at open so I can buy myself a new gaming PC for Christmas😋
I just sold 300 strike covered call 18 Dec 2026. Thank you micron for my new PC.
It's only a bad take if you don't understand the industry and business aspect. The car business is competitive, capital-intensive, and unprofitable for many years until you start scaling. It's the same reason why Apple dropped the idea FAST when they were initially deciding about the Apple Car. Why? It requires tens of billions of $ that investors don't want to spend on a business with very low margins and significant competition. Because Waymo vehicles are electric, that means Google would lose billions of $ manufacturing EV's because outside of Tesla, there is not a single profitable EV manufacturer. Think about it from this perspective: Ford has been in the auto business for nearly a century and they just lost over $20 billion manufacturing EV's. It's not a profitable business. Just because you manufacture software doesn't mean you have to also manufacture the hardware, lmao. Microsoft sells an OS to PC... why don't they build PC's as well? Use your head, bro. Because it's highly-competitive business that requires lots of capital for slim or negative profit.
Most retards don't know this. Scam Altman made deals to purchase about 40% of the global raw, undiced DRAM wafer output until 2029. So PC gamers are fuked. Nobody is ready for this memory supercycle. lol.
yikes so true! if you had a wishlist to build PC for yourself or someone you love during holidays! you are screwed! [https://www.youtube.com/shorts/P2\_LlGkZyTY](https://www.youtube.com/shorts/P2_LlGkZyTY)
https://preview.redd.it/jr75vj9o1g8g1.jpeg?width=1078&format=pjpg&auto=webp&s=55a2995031cbe1512c6a66bcb2ba5a5e55ccbd9c Thinking of ripping these sticks out of the PC
Long long thesis. But yea foundry customer wins, apple etc. semi onshoring, bottlenecks at TSMC, government policy, node leadership reclaimed, new CEO. China Taiwan invasion risk, TSMC will be a generation behind on nodes in the states. Packaging wins too. Intel has only a $180 bil market cap on 1/4th of nvdia’s yearly revenue. Global household name still in 75% of PC’s worldwide. Balance sheet will be fixed too should be well into the $60’s next year and if foundries are a success could see $100+ that’s the short thesis. Plus NvDIa ownership and collaboration and 18a will help claw back market share from AMD.
Those SSD cards and RAM have doubled in price this year. By next year, the price will 5x. All PC gamers are fuked. lol.
“other PC and smartphone companies (MSFT/AAPL and the like) have long term contracts to LOCK IN prices for their supply.” That’s the extent of your analysis, right? Dell’s not a smartphone company so I don’t know why you mention that. And what’s your source regarding other PC companies? How much inventory does HPE have? How long are their contracts? You think HPE is immune? Dell is ruthless when it comes to cost management. They will lay off thousands of employees if they have to. They do it all the time. They will cut bonuses. So yes, some costs go up, other costs go down. ISG revenue is growing hand over fist. Servers and racks up 37% last quarter compared to previous year. And their operating margins are so much better than CSG. ISG has slightly higher revenue, but more than double the operating margins. Meanwhile interest rates are getting cut, lowering hurdle rates for their customers. Data volume is increasing exponentially, there is a real need for the product. Problem with your thesis is you’re taking a bunch of surface level generalizations and pretending you know more than analysts who follow Dell religiously. CSG is already underperforming, this is already priced in. Dell underperformed SPY this year and their P/E is already so low.
1. Like I outlined in the post already, many of the other publicly traded laptop/PC providers have their own ways to mitigate the damage, Dell does not. Its even in the tldr. 2. ISG is growing in Dell, but its basing growth on a thin margin base. 3. Michael Dell supports the govt more than his own company. As outlined in the post already. 4. Nowhere in the post did I say its PE is indicative of being overvalued, i just used it compared to HP in terms of who has more valuation to lose as a result of this shortage. **Please read the post.**
I'm just wondering who can afford a new PC with memory prices where they are
MU stock is already up 200% YTD. So I think it already has your double-and-then-double. I guess I just think that MU is a pure AI trade and there's less real opportunity there (and a lot more potential risk). You definitely may be right. Having just built a new PC about a month ago - where I paid literally 40% for my RAM as compared to what it costs now and even that was high relative to six months prior - I'm kicking myself for not buying MU when it was clear RAMpocalypse was happening. Should have spent less time kicking myself for not buying more RAM and more time thinking about the larger implications...
You could go to the trash and try finding laptops or if your really lucky PC's. And then simply take it apart and sell the RAM. It's the modern way of looking for gold.
I wouldn't say it's anti-consumer. Consumers continue to choose Apple because they offer the best products in the categories they compete in. A lot of that is due to the level of hardware-software integration Apple has as a result of owning their own supply chain that other manufacturers cant even come close to. The closed system worked against them in PC's but in smart phones and other integrated devices it seems to be the secret sauce because consumers have higher demands for utility and reliability with their phones than they do their desktop PC's. The reasons a consumer buys a phone isnt for increased productivity at the lowest cost, they depend on their phones to keep them connected to the world and that's why they choose to pay the premium over lower cost options.
lol probably my 32gb DDR5 from many years ago (2133mhz) is golden now? crazy times. i always thought of PC Hardware as being worthless the moment you buy it, but seems to be no longer true. GPUs and Memory at least not.
under "view profile" (PC) Unfortunately I think its a sell the news event. Comparable to the HHS S3 recommendation, but I'm going to hold on as I've been proven wrong more often than correct.
I was looking to change my profile picture yesterday, is that something you have to do on the PC? I think you’re going to laugh when you see mine. I’m thinking today we spike on the signing. What do you think?
Back in my day, building a gaming PC only required you to max out a shitty credit card. Now you have to mortgage your house and sell your children to afford RAM.
First crypto mining now AI. PC gamers getting cucked
I do too, but it's like ddr2 or some shit. Probably still worth enough to retire on I suppose. Picked a shitty Christmas to get a new PC.
One thing I learned about PC gamers lately is that many are willing to sell their own mothers for a chance to build a cheap rig.
I use two apps. Thinorswim for pricing and charts and I trade on the Fidelity app. Not perfect but it works when I’m mobile. On PC I have three monitors but only use two. To me the key is having two accounts with different brokerages. I could do all my trading with Thinkorswim very easily but they don’t pay enough interest on uninvested cash
Didn't see many discounts when I was trying to build a fucking PC.
Yeah either fold or hooked up to a PC , you used to could have a mini desktop / android Os Samsung dex maybe
As a gaming PC entusiasti in willing to test this teory even if im gonna lose ASML.
Fast office PC and 2x 4K monitor.
That's because of the cyclicality of the PC and other markets, those days are over, the demand for memory will never slow down, maybe for decades.
And China has an open source model that has already beat chatgpt and I can run it native on my PC
Need 30 year loan to buy a PC now
2027 is the year where JPOW uses PC components prices to calculate inflation
So, RIP me who was thinking about getting a new PC...
Which is a shame because it feels like PC gaming is catching on with the squeakers in a way that it never really has before.
JFC we've gone full circle. The cost to build a PC is going to rocket back to the early 90's when only the wealthy could afford to build them.
I use an iPad for interfacing with the Schwab website. I either use my iPhone hotspot (for internet access) or my POS Comcast Wi-Fi, always need redundant access options. I record my trades on a separate PC. The iPad allows me to trade anywhere. I make hundreds of option trades per month (CCs, CSPs, vertical spreads). The set described above is when I am home in my recliner in front of the fire with a cup of coffee.
There is a huge community of PC gamers / builders that support this message. It is single-handedly destroying our hobby just to have imagine generation and an LLM which is more of a glorified and expanded search engine.
I'm so mad the semiconductor companies are telling gamers to die. I should have built a more expensive PC when I had the chance
GPU’s and ram there isn’t going to be consumer gaming consoles or PC’s anymore
I got to enjoy my 5090 PC for a few months before developing carpal tunnel. Now it just sits there and taunts me, and YouTube is the most demanding task I can give it.
When I bought a high end PC years ago I had no idea I'll end up using it to watch some graphs
PC builders getting rekt every time. First it was GPUs due to crypto mining, and now RAM due to AI, lol
I got that stuff hammered in me from around 5th grade and up. A lot of time was spent on how to tie sentences together so it looks nice. I don't do it on my phone but I do occasionally use it on my PC. > In short: you are NOT missing anything, and unless you're into casino-level risk, you should definitely stay away from this! This felt more like a chatgpt summary than the rest of the post.
"As an investor, my thinking on GameStop was that it should have gone away a long time ago, but it had not. I wanted to know why. PC gaming had been a major threat for many years, but the console cycle still was strong. The prior console cycle had peaked in the 2014 time frame. And the next console cycle was delayed to 2020"
Unprofitable bitcoin miners became AI bubble darlings at the same time zero product zero revenue reverse merger companies became quantum computing darlings at the same time legacy PC chip, search, social media, EV, Metaverse and video game graphic card companies became AI titans. And at one point nearly every single one of them pretended to care about crypto.
I didn't know I invested in 64GB RAM but fuck I still want to build my PC
That's fair. But if they can ramp up production, the field is losing competitors. I can't speak to the PC market, but consumer RAM is going to have so few players the ones remaining can gouge. Also they contributed to the East Wing WH ballroom fwiw, which is a level of cozying up to Trump that was not there on their last ER.
They are still selling to the American people. The companies that are buying from them are mainly American. They are just not selling PC RAM sticks anymore.
Same. I just upgraded my PC back in September. Couple more terabytes of nvme storage and 64G of ddr4. I’m considering selling the ram. I still have my old sticks. The new ones were up 270% last time I checked. I’m not sure if that’s gonna qualify for partially used, you know?
Phew, I thought they were going to make the $400 wheels for my PC more expensive
I bought parts for my step son to build his PC in August. Was very good timing
Why do you need 64GB for a NAS? You can get a fantastic NAS from literally any old PC with 4GB of RAM and a 5th gen Intel. All you really need is a good case with tons of HDD slots and a SATA expansion card if your motherboard doesn't have enough ports.
Well guess I’ll never be building a PC. Gonna stick with my Lenovo laptop lmao.
Fucking Microsoft forcing upgrade to win11 but then not allowing updates because my fully functioning PC is "obsolete" apparently.
To be fair I can't find a file on a fucking cellphone. There is no easy file explorer like on a PC.
Gonna be more sooner rather than later with the price of PC component today.
Fr. Every single PC part I’ve bought has appreciated insanely
> It is funny that you actually think of the reduction being in 2023, while I talk about a way larger time scale. Memory manufacturers have been ebbing and flowing between oversupply/losses and price spikes for 50 fucking years. We have had periods of high and low prices since the advent of the PC industry. That was one of the main reasons the cartel was formed in the late 90s. Because this ebb and flow was straight up killing DRAM makers during the bad times. So it was worth the risk of colluding and price fixing to ensure decent profits. >This shit is going on for quite some time already You don't say. China has had relatively little impact on DRAM as of yet. It has mainly been over and under investments driving the price for half a century. Now NAND they have started making a bit more of a a impact in. But DRAM has largely been spared until very recently. It is only in the past couple of years that they broke 5% market share for DRAM. Because China is/was firmly confined to the lower end of DRAM. And unlike NAND where price per bit is the main bulk volume driver. For DRAM performance is a lot more important. Which means the inroads of Chinese manufacturers and the market share they have managed to gain. Has been fairly limited. You do know that Micron, Samsung and SK to this day still has over 90% market share right?
I expect CPU and mobo prices to stay stable for now. The thing to remember is that the DIY market is a tiny minority of total components sold. The big PC assemblers (Dell etc) buy RAM and other components on very long contracts so their prices don't go up. Expect to see built systems costing less than the retail price of the components driving people to pre-builts. And people and companies will still need new PC's even if the prices go up overall. No doubt many enthusiasts will hold off on upgrades or new systems but just as many will eat the cost. Someone willing to spend 2500 on a 5090 will spend the 700-800 for 64gb RAM.
Yeah, I saw a guy on TikTok last week who owns a PC company showing off his literal tens of thousands of RAM sticks. Dude has obviously already met his profit margins, and I’m sure he will start selling them below everyone else’s price (but still an obviously inflated price) and make a stupid amount of money
Wow jesus christ I'm never going to be able to build another gaming PC. FML
Too bad you can’t really sell used PC parts.
Yeah but out of all thing tech products price chart aren't supposed to look like this. Maybe if you look at bread price, pizza price or something it make sense. Or even selling used underwear increase in price make more sense than selling used PC part for a profit
Hey, I get it, you are poor. Just pay an extra $1 or $2, buy American made, and limit how much you buy. You only really need like 8gb of ram. And don't you worry, I'm going to apply 24k gold to my entire PC. I am also going to demolish a historic building to make a kick ass gaming room. All at ~~your~~ our expense. Some say I am the smartest man alive. I am the best gamer in the world, Soo good that I am not allowed to compete professionally anymore. -PotPCMR
> Get a new GPU now, or did I miss the mark and need to wait? Already on the rise. If you wanna get a GPU, do it now. > but I'd prefer my PC to be local and.... Personal computing. Exactly brother, i'm with you on this one. I too have been building computers for 30 years and i remember times where i had some weird amount of ram from random sticks i could get my hands on.
I just built my new PC yesterday… the RAM I bought was $400 and would have been closer to $60 like 6 months ago. RIP
I did mine while the graphics situation was still insanely overpriced. Have everything where it needs to be other than that, and running graphics off of my AMD processor with the idea of grabbing a card at some point if I ever need it. How are those prices holding? Get a new GPU now, or did I miss the mark and need to wait? Which really I'm already insanely over what I need unless I find some games to get into and need the GPU for that. Or more virtual garden design work or CAD usage. I always overbuild for what I need up to the price point that makes sense and then future-proof it up to a reasonable level of usage. Just a "measley" 32gb of ram now though 😫🤣 It wasn't that long ago that I threw away a box of 250/500mb sticks lol. Maybe some gigs mixed in. But yeah, fully hate all the "as a service" other than things that actually require and make sense at that level. You can spy on my phone all you want, but I'd prefer my PC to be local and.... Personal computing.
I bought my 32 gig kit for under $100 in May of this year when I went to overhaul my PC. Seeing the prices skyrocket like this makes me regret not going for 64 gigs.
Ye but are u gonna actually take your RAM out of your PC ?
I would predict a drop in people wanting to buy CPU's and Mobo's as there's no point when you can't get the RAM to complete the PC. So prices would drop if anything.
DDR4 will go up in price more too as now normal sensible people aren't buying DDR5 you can't build a PC without any RAM, and DDR4 is the next best thing and is capable for most normal demands. Then when DDR4 is hard to get hold off people will stop building PC's and no-one will be buying the other components either so retailers will struggle and some will go out of business. At least we can make stupid Ai pictures and videos though.
Some prebuilts haven't gone up as much in price. Particularly from warehouse clubs (Costco, SAMs, BJs, etc). That's probably the best bet to get a PC with RAM at a reasonable price. Especially if the club buys the product ahead of time and prices it at cost + (a fixed percentage).
Don't forget the problem with RAM & GPU's. PC has started to become MUCH more expensive. It may be that Switch is successful because people are being priced out of the PC market
I'm sorry but how often do companies close their consumer branch and then reopen at a later date? That's a *big* assumption to make. Maybe IBM will get back in the PC game sometime soon, lol.
The kids these days do everything on their phones. They barely even know what a PC is. People will post asking for "app" recommendations when what they really mean is "brokerage," because everything they do online is synonymous with an app.
Yeah, DDR-4 prices are insane right now. A 16GB stick for my wife's work PC is over $150 where it was less than $70. a year ago.
Bro, you *have* a very old PC!
My PC is 11 years old and I just hope it holds out for years more. The pc prices the last 5 years to build a computer have been insane and they just keep getting even more out of control. At this rate I’ll just plug a mouse and keyboard into an Xbox lmao
I did my PC build like 2 years ago and haven’t done another update since and I think I got my 64gb for like $180 lol what is happening?
I built a PC for like $1,300 ish in 2020 with a 2060 super. Then the 2060 super was worth more than my whole new build at one point. I didn't sell it though, cause then I wouldn't have anything to do during covid lol
Ok not building any PC for 5-10 yrs then data centers can go crash and burn I'm voting for anyone that is anti data center and AI now. Fuk the elites fuking my gaming. Producing nothing of value. Fuked up worthless data centers that don't even employ people.
That's the ram trap, now you have no PC left for trading
I feel like, over the last decade, things have gotten consistently worse for PC enthusiasts. Huge spikes in component prices due to the crypto mining craze, AI, and just plain corporate greed (upbadging mid range cards as high-end, generation on generation price hikes, etc.
But how do you sell, if you still need one to use in PC?
People are being priced out of the PC market by the RAM/GPU crisis etc, which is naturally creating a lot of demand for consoles. Add panic-buying to frontrun tariffs and I suppose it makes sense that the Switch 2 would sell fast.
I got lucky and built my PC in August paid $120 for 32gb of ddr5 and the exact same ram is now selling for $510
I got 2060 KO in August 2020 for £326 When I built my previous PC. I got the 32gb 6000 ddr5 cl 30 Viper kit for £70 This August when I built my current PC. Not that it would be intentional or anything but good timing on both
The catch you don't a PC if you sell the asset.
I’ve never had a RAM module failed on me. 25 years in building my own PC’s.
Out of curiosity, how much did you pay? I had a very old PC and wanted new so I've paid 550 EUR for 2060 in March 2021
Microsoft peaked at $800B+ in Market Cap during the Internet Boom in 1999. After the bust it didn't get back to that valuation for 15+ years. And they were a giant in the business in 1999. Ever Non-Apple PC sold to Home or Business was loaded with their operating systems and many were buying up MS-Office, Work, Excel etc...
Tell me you a child without saying so... Back, when I was in polysci class, the only way to get on the internet was via dial-up modem on a PC, but that's irrelevant. When it comes to the US racking up debt, I have lived the history I am speaking of, I didn't learn it in a class.
Yeah the technology will develop. In fact it will develop so much that the data centers won't make any financial sense once on-device inference is possible due to LLM size optimizations and advancements in chip design. We're already seeing this with open small open models such as devstral (small variant). These can run on a single beefy home PC GPU. So in a way yes, the tech itself is 100% not a scam, but IMO the current capex spending and DC build out is like 99% money grab and over investment.
Apollo is talking their book. They compete for investment dollars with passive index investing. Active managers make money via fees, and they want to FUD high net worth investors into becoming PE/PC LPs. Not to say another lost decade (see 2000-2009) can't happen, but consider the source.
Fed money printer says "Insert PC Load Letter"
See that's why I also gave you a follow. You're not saying "put your house on this", you're saying do your DD. And I've learned "just enough" to put a stop loss on "risky" stocks (learned too late for some though 😂). I've noticed that it has a potential for treatment in Alzheimer's and some cancers as well for example. The more success this company has, the better able it will be to explore what those treatments are, and I'm here for it. Good. Let's not have people dying for lack of research. And to make a profit as well, of course, I don't need a helluva push at this stage of my life to give it all up and play PC games all day 😊👍
I’ll loop back when I can get to PC this evening.
Microsoft reports user PC specs to identify excess RAM