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Still a 100M+ market of console gamers out there, and GTA 6 is not coming to PC for some time
Even PC got fucked this year with the price increases
Feel like everyone’s on PC these days
Yeah, I'm surprised it's been so under the radar along with Seagate and SanDisk. Barley any mentions, but they've had crazy appreciation. Honestly, it didn't occur to me until too late, even though I noticed Micron when they exited PC market. Glad you're getting good returns! I'm still a bit apprehensive getting it now. I think it already priced in upcoming earnings report, and there will be profit-taking, but I might pick up after the call depending on future guidance and price
I bought their graphics card for a home built gaming PC. Loved it. Decided to buy the shares. Then the holding at every high was a bit more analysis. Seeing the market opportunity of Nvidia vs. alternatives. Thankfully I was able to build a diversified stock portfolio without selling.
But they have a huge PC market to take over. iPhone’s aren’t as dominant outside the US either, so room for market share improvements there too.
My Seagate 2tb hdd that I bought for my very first PC build back in 2016 has followed me til now and still functions perfectly as a storage drive. Crazy longevity ngl
Fun fact. If you built a baller ass PC in 2021 in order to mine 🌽 you’ve likely made an insane return if you now take the computer back apart and sell the ram.
Haha yeah I’ve heard mixed feedback on Warlock, definitely looks pretty fucking metal at the bare minimum! Yeah I’m on PC. Playing randomly throughout the day between meetings lol.
Appreciation is not enough daddy, you need to actively donate. Btw, can I get a 1000 dollar to buy gaming PC ?
It was $800. I bought their graphics card for a home made gaming PC. Really liked it and decided to get some stock.
My PC probably gained some value
My best investment ever has turned out to be my big bad ass gaming PC from 2 years ago. It’s barely lost any value.
Claude can do some sick shit that Chat just can’t. I literally asked it quote “create a desktop shortcut that will turn two of my monitors black, turn the PC lights and my keyboard lights off, and open Netflix full screen on the third monitor (a TV), set the audio output to the speakers (not my headphones)” It whipped up a program that I plopped on my desktop and performed near perfectly the very first try, just had to specify the monitors (it gave me clear instructions on how to do that since I can’t code). It took all of 5 minutes, now I just click an icon on my desktop called “theater mode” when I want to watch something. ChatGPT couldn’t do it.
I was more of a Pocket PC man myself
heading to blockbuster to rent the matrix then borders to grab a coffee and read for a bit then swinging by eckerd to pick up my gramma's prescription meeting a friend at the food court in the mall after might stop at circuit city for a Sony VAIO PC if i have time then pier 1 with the wife before heading home
This dude gonna get sand and grit in his PC case.
Engagement ring 10k, New PC 10k, house down payment 100k I HATE THIS
🥭 has been dealing with the new leadership over the phone. Quite friendly people, even told him about the virus on his PC, which they are now in the process of removing as part of the deal, plus 30B in google play gift cards for some reason
Not sure why you’re surprised by this… GPUs when run at 100% load constantly do wear out. It’s why if you buy a used GPU for your PC you better hope it wasn’t used for crypto mining. https://www.tomshardware.com/pc-components/gpus/datacenter-gpu-service-life-can-be-surprisingly-short-only-one-to-three-years-is-expected-according-to-unnamed-google-architect
If you aren't running local models almost any PC will do. I've got it running on a 10 year old Intel NUC because I had it spare and it uses very little power 24/7
Can't you just setup a docker container on your PC?
We just called them retards back in the day. Mentalist is too PC.
The v-shaped run-up for the last two weeks can definitely turn around quickly if we start dropping bombs again. And the jury is still out on the next steps in Iran. My advice, buy the dip, hard. AI is secular trend, like the PC, Internet, smartphone. It is a structural, long term change. It will have ups and downs, but it is THE tech story for the rest of my life. Remember this includes robot tech, self-driving cars, edge/embedded ai, etc.
The Feb 2000 comparison is worth taking seriously because the SOX behaviour then wasn't just about euphoria — it followed a very specific pattern that's repeating now. In January-February 2000, the SOX ran from roughly 600 to over 1,300 in about 10 weeks — a near doubling driven by the narrative that semiconductors were "the new oil" of the digital economy. Every PC, server, and telecom buildout needed chips. The fundamentals actually \*were\* strong — earnings were real, demand was real. The problem wasn't the story, it was the price paid for the story. What followed was one of the most brutal sector collapses in modern market history. By 2002, the SOX had fallen around 82% from peak. Companies like JDS Uniphase lost over 99% of their market cap. Intel fell from \~$75 to \~$13. The sector took until 2021 to reclaim its 2000 highs on an inflation-adjusted basis — \*21 years\*. The structural similarity today: AI has created a genuine demand surge for semiconductors that's real and fundable. Just like 2000. The risk isn't that the demand story is wrong — it's that the market has priced in 10 years of that story in 10 months. When the inevitable capex slowdown, inventory correction, or margin disappointment arrives, the multiple compression can be savage even if the underlying business remains intact. The OP's point about margin levels is the right variable to watch. Margin debt rising into a parabolic move has preceded every major SOX correction. Worth watching very closely.
Throw him in general pop , no PC , he will be taken care of
Long on INTC, FNMA, FMCC, and BULL. INTC U.S. will not allow to get crushed. Huge ecosystem moat (x86 dominance). Massive revenue base ($54B+) enabling heavy R&D. 18A process in high‑volume manufacturing. AI PC upgrade cycle tailwind. Foundry business gaining first major customers. Geopolitical support. FNMA and FMCC - Massive market share (~45% each) — Together they guarantee about $7 trillion in U.S. mortgages, giving them unmatched scale. - Critical to U.S. housing liquidity — They buy mortgages, package them into MBS, and guarantee against default, stabilizing the entire housing system. - Conservatorship roadmap emerging — Treasury and FHFA have issued guidelines for an eventual release, boosting investor sentiment. - Potential privatization upside — If released from conservatorship, equity holders could benefit from repricing as government ownership unwinds. - Strong earnings base — Recent net income: FNMA ~$21B, FMCC ~$19B. BULL - Strong cash generation — Webull’s 2025 surge in operating and free cash flow materially strengthened its financial flexibility. - Profitability turnaround — The company moved into profitability in 2025, improving investor sentiment. - Growing global footprint — Expansion into Canada, Latin America, and Europe is rapidly increasing AUM and user base. - Subscription revenue momentum — Webull Premium and paid analytics products are exceeding targets, boosting recurring revenue. - Product innovation (AI assistant Vega) — Enhances engagement and supports higher ARPU. - Zero‑commission expansion — New zero‑commission trading in Canada increases competitiveness. Contrarians welcome.
I put an additional 5k in intel when the 13 gen fail started and they took that first big dip. They were obviously going to rebound eventually. If you're betting against PC tech right now you're extra stupid. Intel, AMD, Nvidia are not failing or falling from anywhere. People can kick and scream all they want about AI and data centers... it's going to continue growing and it is 100% the future.
When I saw the shame the original Intel guy did by wasting away Nana's promising fortune, I new I had to do something about it. Also, I like to keep an eye on the PC market. Their chips have improved for both desktops and laptops, and their GPUs are simple and affordable options for gamers. I really thought they would only get as high as $50 over two years with AI hype being where it is. I thought about selling back when it was $40 as I had ~$2.5k profit. Just got busy and forgot about it until my $70 notification went off.
I replied abt it here. Ppl are completely missing the picture.Agentic AI is cauaing CPU shortage. CPU to GPU ratio is increasing, real dat also showing CPU supply shocks, Intel confirmed this. The analyst on the call alao confirmed these exaxt ratios of need foe more CPU (compares to GPU) over the call, nVidia trying to enter the CPU market (check news from 3-4 mnths back), Most recent rumor was them trying to look to bjy a PC company (if cant build a CPU fast then buyout and control the chain). Its so surprising to see ppl disregarding everything said on Intel's ET call but would blindly asaume GPUs are the future. ##Man CEOs had been saying this from laat 2 yrs that with Inference and Agentic CPUs will be needes more. GPUs were moatly used for Training. Just go and listen to Intel's ER. That ER was eye opener. Numbers were okayish. Q&A was quite interesting. #Intel also answered that demand for CPU is so high that they have sold put everything, they dont have faster nodes as competitor which will take 12-18mnths. This line sky rocketed AMD's price also.
"This company does nothing" brother they invented the architecture that your PC is running on right now
PC builders fucked, CPU prices are about to skyrocket. Invest in 9800x3d’s regards
I wonder how these datacenters are going to be salvaged so us, PC gamers, would get cheap rams again Doubt I'd need ECC RAM for Star citizen
Others have pointed out lots of other winners along the way, but just focusing on the AI itself... The potential future revenue is GINORMOUS. If and when I can legit replace each of my employees who sit in front of a PC all day with an AI agent, that agent is worth that person's salary. Multiply that to every business in the world. Plus all those laid off people start their own companies and pay for their own AI agents... Plus I'll pay even more because the AI agents can run 24/7/365 with higher productivity and efficiency. The potential future has SSOOOOOO much automated productivity for everyone, and the AI vendors become the pick and shovel for everyone else in the world.
MU and Sandisk are trading high because there is a shortage of high bandwidth memory due to AI demand all their capacity for 2026 has been bought and committed to and they aren't making more which is pushing up the prices organically for their HBM which is why you can go on Amazon and look up RAM for your PC and see that it is 2-3x the price it used be. AMD is trading high because they are seeing heavy adoption of their MI350 series from hyperscalers like Meta, Oracle, Microsoft and OpenAI. This proved they are at least in the competitive space with Nvidia and now this summer they are releasing the MI450 which is expected to have much more adoption across the hyperscalers and neocloud companies. And now there looks to be a CPU shortage coming which we learned from Intel earnings today which is why INTC and AMD are pumping after hours today. All of this is actual changes in the landscape as AI infrastructure is being built out and these companies are actively benefitting and we see this in their quarterly earnings and news / billion dollar deal announcements. It's not about being smarter it's about seeing trends occur and investing on those trends ahead of time if you catch. If you are asking reddit then the trend has passed and also half or more of these people might not even be investing any of their money and just telling you what to do with their money and no research, just their opinions.
#Posted abt it here https://www.reddit.com/r/AMD_Stock/s/xerKWTNnAs ##During Intel's call the CEO and even Analyst confirmed that GPU to CPU ratio was higher. Now as we move more towards Agentic AI and Collective AI the demand for CPU will increase. Makes sense as nVidia has been trying to enter CPU market for thia same reason from last 4-5 mnths, wirh rumors of even trying to buy some PC company. It seems some other CEOs had also mentioned this last yr but was lost. Goto AMD sub and you'll see folks posting ER links, Analyst questions. ##GPU and CPU biz both will grow but CPUs wil be needed more is the indicator. Hence the spike in Intel and AMD price. As always DYOR
The Intel print is more important than the +16% after-hours number suggests — and also less important than the Terafab headline suggests. Three things actually happened. First, EPS $0.29 vs $0.01 consensus and revenue $13.6B vs $12.36B. That's a sixth consecutive revenue beat, and the Street was modeling essentially zero earnings. Client Computing came in at $7.7B vs $7.1B expected — the PC refresh cycle is real, and the AI PC mix is pulling ASP. Second, the Google Cloud multi-year Xeon arrangement. This is the piece that actually matters for the narrative. Every hyperscaler has been actively moving compute to custom silicon (Graviton, Trainium, Maia, Axion); a multi-year Xeon commitment from Google is the first real evidence that the CPU side isn't a melting ice cube. Third, Terafab. This is marketing — Musk ventures have announced fabs before, and a 2026 announcement doesn't become revenue before 2029. Treat it as an option, not a cash flow line. What I'd be watching into Q2: (1) Foundry segment operating loss — if it compresses by even $500M, the path to foundry breakeven by 2028 gets re-underwriteable; (2) capex intensity as a % of revenue — Intel ran at 45% capex/revenue in 2024, guidance implies the low-30s by 2027, any deviation changes the FCF math materially; (3) gross margin trajectory — sub-40% is the zone where shareholders lose faith, mid-40s is the zone where the stock can re-rate to a turnaround multiple. Q2 guide of $13.8–14.8B revenue is actually a \~$500M beat at the midpoint vs Street. The setup into Q2 is asymmetric — most of the bear case is now priced; most of the bull case still isn't.
What’s the next obscure PC part that will moon next? Need ticker for PC fans
PSA Announcement When Trump administration starts bragging about ATH whether it be NASDAQ or S&PC 500. A dip is coming.
Just take your PC monitor in with you
Of course I am - I am not a serious wall street type banker investor. I am a retard software engineer with too much money - yet too little to retire. So what to do? I got a new gaming PC already and the rest is for either 5000xing or setting ablaze lol
I'm mad about SNDK, who would have thought, this fking company, something you only think about like ONCE, while building a PC or buying an SD card for your camera, is worth THIS much now...
I think if you're deeply inside the Adobe workflow, especially if you work for a company who pays the subscription, you will not see how the last decade of ripping off customers with insane subscription fees has hurt their name. Even without AI, Adobe have not exactly been favorable to many for like a decade and the amount of free, or one time payment options make their business model look like shit for very little extra ease in modern times. I believe in investing in company's that I want to use the product from. I will do almost anything to keep Adobe software off my PC.
I agree, Apple does it better in the past. iPhone came from iPod. iPod as a bit late, not too late and beat out Zune and other early mp3 players because they were differentiated and still owning a good chunk of PC space and their image was improving. I don't think they were that late on some of the items you say. I would argue they were early one iPod/iPhone which came iPad and early on Siri - this was under Jobs. They've been much later under Cook and AI is a space you can't really be late on. I think they're growth slows down incredibly unless they get back to innovating again.
How the fk you go from playing PC games 3 years ago to having 1.1 mil portfolio with almost 0 trade history (posted on reddit) in between.
I mean the entire PC/Mac and mobile market sees the same stuff year after year and it's been that way for a long time. So it's not just Apple. With them specifically though you saw them go from being the supplier of school computers to having the iPod then the iPhone and then a bunch of premium laptops and displays that were really well built and high end. That was probably about 10 or 15 years ago and there hasn't been that kind of generational leap since. I think they realized that which is why they ventured into that car development they had for awhile. They still make great and expensive high end products but it's just kind of been the same stuff over and over.
Their macbook line up dominate the PC market nowadays tbh. Same with ipad
Their computers don't hold a candle to a PC at the same price point. Nothing about them is groundbreaking. Their phones too haven't innovated in years and imo have been passed up by high end Samsung devices.
The PC industry has always had killer mail in rebates.
I don't know enough about their business but I have just built a brand new high end gaming PC and none of my components were from Corsair. Also, the PC release of GTA 6 is not gonna happen for the next 2 years so that is not a valid catalyst.
The downvoting this but last update FUCKED UP MY PC for real fuck MSFT
I did buy Sandisk a year ago!! It is still on my PC.
PC builders getting kicked in the nuts as usual. I haven't updated my system in ages. Can't justify spending so much on parts.
>A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are out of stock even at premium prices, while memory is limited but purchasable. The scarcity threatens notebook and industrial PC availability worldwide and may persist for some time until Intel's 18A process yields improve, industry sources warn. >Industry contacts described the current situation as more acute for processors than for memory, which is available in limited quantities at higher prices. By contrast, several processors are effectively unavailable regardless of price, affecting both Intel and Advanced Micro Devices (AMD). Suppliers said relief may hinge on improvements in Intel's 18A process yields. >Both Intel and AMD raised processor prices by 10-15% recently to reflect rising costs. Notebook supply chain representatives, however, reported no immediate expectation of further increases because product availability, rather than price, is the primary constraint. The most scarce parts are Intel's 2022 Raptor Lake series, and one source said lead times have become meaningless because waiting does not guarantee delivery. #AMD to $1000 LMAO🤌
Its not really about just an excel sheet its about the connectivity and all the custom logic people have built in for 20 years I use linux on my home PC and some of my work PC but I have a virtual desktop running windows and office I have seen excel sheets that pull an SQL data source , JSON source , and Oracle database , and another excel file run some VBA code/macro to format / calculate the data with 100s of nested if/then statements to group data in their right columns ect And it works , no one really knows or cares to dig into it why it works and sure there are probably 100 better ways to pull the data, but management has used this file to calculate financials for the last 15 years so you are not touching it and honestly it would take weeks of programmers or data analysis's and financial people to figure out how to re-create it Oh and there are like 20-30 different spread sheets like this.
Apple when we started having iMacs in CEGEP (1998-99) Netflix when my well to do buddies started talking about it and I thought everyone already knew. Nvidia when we were discussing how AI would dwarf even crypto for chip demand. (Before the big run up, whenever that was, like three years ago give or take) Bitcoin, pretty sure I had some in a wallet real early and just tossed the PC when it was time to upgrade.
Bers trade on PC, lol poors
My PC has a NVIDIA graphics card. My PC is an AI company.
The PC ratio for today is 4.0. This could get violent (for bers).
I’ve been selling since March because I own boatloads of CAR (inherited). Had no idea what was coming but once it hit $150, I started researching to understand what was going on. Used CoPilot (on my phone, not PC because that version is buggy) to research famous squeezes over the past ten years and help me understand the phases of a standard squeeze and develop a playbook for selling. So far it’s been working great and I’ve learned a ton! Today, saw this article and it’s worth reading. The key insights: there are still MANY more shorts trapped and driving the price up (and also doubling down). Not many floats available. It would take a minimum of seven trade days to get through all the shorts. https://www.bloomberg.com/news/articles/2026-04-15/avis-s-200-surge-lures-new-shorts-eyeing-trip-back-to-reality So, my thinking, and I’m sure it sounds crazy but I’m just fallowing the data, is that this could go on for maybe another ten days. I’ve adjusted the tail end of my sell rungs and will be adding more tomorrow (into the $1000’s - for funsies) I started following this sub in hopes of learning more about short squeezes. Hopefully this sub will improve. It’s been fascinating!
Let me see if I can find it. I think I misled you. He posted it in r/oil and the mods took it down so he reposted in a different subreddit. Lordy that was hard to find. You can access Saved posts w your phone but not your PC and I always use my PC. It was in r/investing. [https://www.reddit.com/r/investing/comments/1skzv8l/thesis\_converging\_spot\_and\_futures\_prices/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/investing/comments/1skzv8l/thesis_converging_spot_and_futures_prices/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)
Feeling a little bad selling my $10k of pypl stock for $5k a couple weeks ago. After bag holding for 5 years. Sure as shit now it will recover to like, $200 or more eventually. But God damnit I wanted a new PC.
Also just cause the market isn't lower doesn't mean you didn't lose out due to inflation. If the market dropped and didn't get back past it's prior peak until 2026 then you'd have lost out on a lot of opportunity cost and dollar devaluation. The price of a top-line PC, new car, 1oz of gold, or a month of groceries in 2006 is much lower than in 2026.
>then short the stock and you won’t because you know you are wrong. Lol...love it when people think you can hit "win" button by "shorting" a stock that is overvalued. I leave this for you since you seem to know very little: "The market can stay irrational longer than you can stay solvent" — John Maynard Keynes You can educate yourself on what it means. >i remember a time when tesla and musk were beloved on reddit for accelerating the electric car movement lol Do you also remember when IBM created computers and everyone bought IBM PC's? The good old days...You should go out and buy a brand new one right now....oh wait...lol
I’ve been sitting in BX 9/18 135 strike calls since 2/3 and 9/18 130 strike calls since 2/17. I watched the stock drop to $102/share on private credit narrative concerns (story redux is low liquidity PC loans, primarily used by PE firms, many of these for software company acquisitions, plus the threat of AI disruption of software companies). BX behavior hasn’t indicated concern. Headlines that weren’t “PC is the next sub-prime” sensationalism have been about deals. I’ve held, being patient and waiting for the narrative to blow over. Oppenheimer raised their target price a couple days ago. The stock has ripped back up. I still have 5 months until exp, with eyes on closing before 45 days to exp. Discipline is lovely.
I too played Sim Farm as a young whipper snapper in the 90s on my old 386 SX-66 IBM compatible PC!
The way the banking sector funds its loans is just so fundamentally different than the PC funds. Banks (collectively) hold all the money in the economy at all times. If you take your money out of Chase to pay someone (for groceries, stock purchase, or anything) who banks with Citi, the money stays in the banking system. This is key. And the banks lend each other on overnight repos for liquidity. And the Fed can always step in as the lender of last resort to a bank. Still, banks direct >90% of lending to good borrowers. And this is why banks can operate with higher leverage. In fact, the better metric might be loan to deposit ratios which are about 70% today (vs 100% pre-GFC) i.e. banks lend out 70cts per dollar of deposit vs PCs lend out one dollar per 60cts of investor money. The bank deposits can move from bank to bank but in the aggregate, they never leave the banking system. The 60cts of PC investor money could leave when the funds mature (and up to 5% could leave each quarter in the case of BDCs). PC funds don’t enjoy any of the banking system safeguards. They need investors to keep their money in the funds e.g. rollover to a new fund when the old fund matures. So they’re vulnerable to investor runs.
Wall-E was right about space being the final frontier but nobody told me it would be filled with billionaires trying to one-up each other This feels like buying lottery tickets at this point - either Amazon crushes it like they did with AWS or Musk pulls some 4D chess move and we're all bagholders by 2028. My PC build fund is staying far away from this satellite casino
I think you bring up good points. I thought the same with 2.1x interest coverage, lol that’s not the flex they apparently think it is. 1. I think they are comparing apples to oranges in the way they’re comparing banks leverage vs funds borrowing per $ of lending. PC is using investors funds and borrowings whereas banks are using deposits to fund asset purchases. It’s just not the same numerator and denominator if I’m following the source correctly. Also in point one they say it’s nothing like 2008 where assets have high LTV and obscured risk characteristics but that’s exactly what people are criticizing now. If the underlying collateral is undervalued, propped up by not arms length transactions and ratings from agencies that still rubber stamp inflated grades based on the same perverse incentive structure that existed in 2008, and thus risk characteristics are obscured through limited private reporting requirements and insufficiently risk adjusted tranche structures in securitized assets of private credit pools… then ya that does sound a lot like exactly the issues identified in 2008. 2. “They report a lot of details” ah I see. Well then that’s sorted, good enough for me. 3. We’ve covered 4. Something something past performance indicative of future results. Also worth noting private credit performance has been reverting to mean recently so I don’t think the point even stands and that argument to begin with. 5. Surely the best point they have but I don’t think the current concern is really all SaaS driven as they seem to imply.
IMO, this is how the PC industry could be vulnerable in an economic downturn… A/ PC AUM shrinkage The PC industry has grown by >10x since GFC. While 85%+ of funds have 6-8 year lock-ups, funds do mature eventually. If investors re-allocate the money to other investments, industry AUM will shrink and PC borrowers could have trouble with refinancing even if their credit profile is stable and unchanged. B/ The private equity and VC industries remain stuck so portfolio companies are taking longer to exit (get acquired or IPO). This means they need the PC industry to extend lending for longer. C/ Banks provide most of the 40cts per dollar in PC fund leverage. If they tighten credit due to economic conditions (or just to squeeze PC funds so they stop encroaching on the banks’ own lending activities), they could compound the pressure on PC borrowers just as they see a pressure from a slowing economy. In short, a slowing economy could create a perfect storm: As IPO & M&A activity slows down, PE/VC portfolio companies need to extend or refinance their PC borrowing just as they get hit by the slowing economy. PC AUMs could swing from net inflows to net outflows (due to funds maturation and investor re-allocation to high grade credit in a downturn) and this is also met with banks pulling back lending to PC funds. Net-net, perfectly viable borrowers get pushed into a liquidity crunch, forcing loan markdowns, thereby accelerating net outflows (instead of rollovers) when PC funds mature. This in turn forces banks to further tighten lending to PC funds even more and the whole PC industry goes into a tailspin.
They are two sides of the same coin. Private equity cannot exist without private credit. The PE Firm acts as the borrower. They seek to improve the company's value and eventually sell it for a profit. The PC Firm acts as the lender. They provide the debt necessary for the PE firm to complete the acquisition. The PE Firm acts as the borrower. They seek to improve the company's value and eventually sell it for a profit. The PC Firm acts as the lender. They provide the debt necessary for the PE firm to complete the acquisition. Giving private equity more access to private credit is a recipe for Moore, pain, suffering, and misery for the average work man.
I’ve been experimenting with a few passive income apps lately, and honestly, most of them aren't worth the battery drain. The only one I’ve kept running consistently is Honeygain. It basically runs in the background and shares your unused internet bandwidth. You don't have to watch ads, do surveys, or click on anything. **A few honest points from my experience:** * **It won't make you rich:** Expect maybe enough to cover a Netflix subscription or buy a game every month or two, depending on your location and internet speed. * **It's completely passive:** I just leave it running on my PC and an old spare phone, and totally forget about it. * **Payouts:** You can cash out via PayPal or crypto (JumpTask, which is usually what I do because the fees are lower). If you want to try it out, you can start with a **$5 bonus** right off the bat if you use a referral link. Here is my referral link if you want the $5 head start:[**https://join.honeygain.com/BRKIC84412**](https://join.honeygain.com/BRKIC84412) Or, if you prefer not to use referrals, here is the non-ref link (but you start at $0):[https://honeygain.com](https://honeygain.com) Hope this helps someone looking for a low-effort way to make a few extra bucks!
no they said they are not buying PC company as a rumur of them buying dell. You twisted it to “no one”
Tbf for Sony I am most excited by their Imaging segment, which should benefit greatly from Physical AI/Robotics. I don’t believe gamers are necessarily moving to PC gaming, but I won’t argue w you since I am not a gamer myself.
Buy Sony if you think anime & music will do well in the future. I am not as bullish on Sony's video game segment. Nintendo has that console niche market locked up and it seems all the gamers are moving to PC gaming. Sony owns Crunchyroll so they are a major player if that continues to grow. Music is where its at thou. Sony paid $400M for the music rights for Pink Floyd's catalog. There's gonna be other deals like that. Music has been so undervalued since 2005 or whenever stealing music online became the thing. People are now starting to spend real money on music realizing its worth and listening to music w/ ads just isn't worth saving the $10-$15 a month.
At this point it’s all just rumors, nothing confirmed. But if Nvidia really did jump into PC manufacturing, I can’t help but think it’s their way of making up for the money they’re losing from not being able to sell AI chips in China and other restricted markets. Honestly, can we blame them? They’re just trying to find another lane to keep the growth going.
i would be guesssing Lenovo- clse relations to nvidia for data centers, geopolitics make it difficult pick, but maybe a motorola pc assets or thinkpad brand is possible? Fujitsu Client Computing Limited (FCCL) is actually majority-owned by Lenovo since 2018. Buying Fujitsu PC business would mean buying it from Lenovo, not from Fujitsu. is nvidia tryint to compete in sovereign compute market? >The "Nvidia-Japan" Loophole: Why buy FCCL or NECPC? >If Nvidia is looking to buy a "large PC-oriented company," and we look at Japan, they aren't looking for "gaming laptops." They are looking for distribution and trust. >The Target: Fujitsu Client Computing (FCCL) and NEC Personal Computers (NECPC) are the "workstations of state" in Japan. They are currently 51% owned by Lenovo. >The "N1X" Strategy: Nvidia’s new N1X ARM chip needs a home. If Nvidia buys the Japanese PC arms back from Lenovo, they don't just get a factory; they get the installed base of the Japanese Government and Keidanren (Big Business). \* The Sovereign PC: By "Nvidifying" the Japanese desktop, they can force the adoption of their "Vera" CPUs and "Blackwell" GPUs at the edge, effectively "front-running" the sovereign movement before domestic chips like MONAKA can take over the office. nidia trying to own whole world lol
so nvidia said no PC company meaning its SMCI?
Fake news, Nvidia already said they weren't acquiring a PC company. RIP HP/Dell stocks that rocketed.
PC Oriental….so East Asian?
I wish I still had my first computer... Tandy PC/1000 (TX/2 rebranded for McDuff's I think)... 8086-2/8Mhz, 512k RAM, MSDOS 3.3 on a ROM, 720k and 360k floppies. Eventually upgraded it with an NEC V30/12Mhz, 640k, and a 40MB HD. I was actually able to play Wolf3d on it at that point.
I'd buy an Nvidia gaming PC any day
Nvidia wants to buy Intel. Fits the description of “reshape the PC landscape” and “Nvidia spokesperson stated, “The media report is false; Nvidia is not engaged in discussions to acquire any **PC maker.**” the wording “ since late 2024 and the time is approaching to make a deal or walk.” Comes into play when you see Intel has become $100 billion or so more expensive the past two weeks. It already has a 5% ownership. They wanted ARM but couldn’t get it due to regulators. I think they could get it past US regulators and I think Trump would be willing to sell to say he made money for the US. Internationally it would be harder to get past regulators than ARM probably.
Someone who’s name rhymes with Jarron had to exit his DELL position so they had to come up with a story that NVDA is buying a company that makes PC’s, and then later say it’s just a rumor.
adbe for sure, its not PC oriented but it has my bags
Hypothesis to debate: Dell is very expensive. HPQ is cheap by comparison, but doesn't have servers. HPE DOES have servers and is still cheap by comparison. Why not by the PC business from HPQ and the server business from HPE? You get what you "want" (if the speculation is true) and at a much cheaper price than Dell as a whole. Discuss.
NVDA is negotiating to buy a PC company for over a year. I bet it's DELL but it could be HP or SMCI.
"Nvidia, $NVDA, has been in reported talks to buy a large PC company, per unconfirmed rumours and noted in Barron's." Dell, MU, SNDK? 🤔
No it's says "large PC Oriental Company" So they're going to start putting stir fry noodles in the GPUs
I agree. Same for OpenAi and Anthropic IPO. My simple view is if they’re so good they can raise all the capital they need can’t they? Also aren’t they trying to add PE and PC to 401ks lol
Super Micro makes the most sense, any Nvidia PC would need a server like motherboard to handle the GPUs
The issue for me is why would NVIDIA buy a PC company when the vast majority of their sales are hyperscaler/neo cloud purchases? If you look at the power draw of their GPUs it keeps going up to the point that servers have to increase their size to cool it, not that folks can even power racks to fill them with servers. Same thing for PCs, they can’t get THAT power in the laptop space. And even then most AI workloads are hosted in the cloud anyway, not on-device unless it’s a dual SLM/LLM with cloud connectivity like on the iPhone
Perhaps they would just buy the PC division?
Considering that Nvidia only cares about AI these days, the question to ask is which PC oriented company is most likely to effectively feed their slop machine? To that, I have no idea. Super Micro makes most sense, even if they don't make 'PC's, per se.
Currently having Claude execute a 20 page analysis on my work laptop while also running Claude on my personal PC to generate an equity analyst-level report on CAAP to test its equity analyst abilities so calls on Anthropic's IPO?
Yep, they are basically the only non gaming pc maker. (Well, they make Alienware, but overall they are just a PC company)