PC

y2k2009

That's an expensive butter finger for sure. Maybe use a PC next time so you aren't fumbling around with 1000s of dollars.

LasyKuuga

Can’t even play video games in the heat cuz It feels like my PC will spontaneously combust or something

GroundbreakingAd2709

**I bought an NVIDIA GPU (GTX580) for €450 in 2011 instead of NVIDIA stock. Today it could have been worth €170,000 and I could have bought the ultimate gaming PC.**

hadtolaugh

My heart is so conflicted. On the one hand, I’d love to build a new PC, on the other hand, I just got fitted for my space suit.

mlstdrag0n

I went from a PC guy to a mac. Once had a company issued dell laptop with the latest everything and i realized i hated nearly everything about it. The weight, the fan, heat, and battery inefficiencies, the fact that windows tries to build in onedrive onto the desktop. I’ve been avoiding Microsoft products as much as I could, and since my investment strategy is, in part, buy companies that makes products you like… i sold off MS a while ago and never looked back.

Sharp_Economy1401

Oh dang, I spent the equivalent of $0.75 a day on entertainment, my finances are crumbling. It may negatively affect me in other ways, like not being an in-person social activity, but it certainly is cheaper over time than almost any other entertainment form. I disc golf sometimes, and even drive an EV, and the driving expenses even for 4 miles of the drive to a course is already more than a PC, based on how long I run them without changing hardware. All to say, there's people out there that do act like PCs are some huge expense. People who don't seem to ever calculate what various consumption / leisure activities cost on a per year basis. That said, the cost of living has made it so any rare minor luxuries are often out of reach for people who work full-time yet don't make very much. Which has disturbing implications for covering essential expenses

WSB-mods-are-

Please dump MU. Daddy needs to build a new PC this summer

lurksAtDogs

Building a gaming PC in 2028 may be very cheap.

Vaxion

And that's why they're blocking release of efficient AI models that don't need a lot of memory and can run on a normal PC. I guess only China can do something now.

TheInkDon1

Wow, nicely said! I can't say I've seen you around before, but you're laying it out perfectly (imho). Loved the "Ted talk" signoff. The only thing I'd say differently, u/Think_Criticism2258, and I think PC5770 will agree with me to some extent, is that it's generally best to buy ITM. At the very least, right ATM. But 80-delta is the most-often advised go-to, or even 90. That leverage you get buying at even 90-delta (typically 2.5 to 3:1) really hurts when the ticker goes the wrong way. As for the Greeks, after Delta the most important one (if you're buying LEAPS Calls, which I recommend) is Theta. And here's where longer-dated options win: **theta-per-day.** Think of the Extrinsic value as the "rent" you're paying to control 100 shares of the stock. Divide it by DTE to get theta-per-day. Do that for a 1-month Call option at 80-delta, and a 1-year one at 80-delta. The numbers you get are how much **per day** it's costing you to own that option (which controls 100 shares). See which number is lower, then buy that option. And finally: don't overthink Call options. Think of them as "sort-of shares." They go up and down like shares, but at the rate of Delta (as a percentage). But because they cost so much less than shares, they give you leverage to the ticker. Find a ticker you like (maybe it's Uber) and buy an 80-delta Call at least a year out (no need to go much further). If your thesis is right, and plays out in time, you make a lot of money. Cheers!

Joshiie12

I got a PC build, the Series S is a dust collector atm. I peer pressure bought it of CFB2025 like a dummy.

It-s_Not_Important

A while like never. When was the last time you heard of someone with a PC with the memory requirements for running local models? Only enthusiasts carry such equipment and most people can’t afford it.

Erieztoys

Long game yes, short game no, as I type this on a Window's Based PC.

Dr_Dick_Dastardly

Love having to pay out the ass to buy an Xbox or build a PC so the boomers can melt their brains on Facebook AI slop for free.

Utilize3372

Why not just make Xbox more than a top tier gaming PC? Noone plays that garbage anyway

Business-Ad-5344

back in the day, when i was at walmart, most of us had iphones. some dudes had like xbox, playstation, PC, and iphone.

TrueEclective

I mean, I’m watching Europe try and pull away from all of their products and wondering who can even afford a PC these days. World market potentially shrinking. Home market definitely shrinking. Several other competitors on the other sectors they’re trying to gain market share in. And again, Europe…

PossessionConnect963

I'm never buying anything Microsoft again after their most recent Windows update bricked my PC. Been trying to fix it all day today and their support was completely worthless. Got some dude in India who didn't even try and troubleshoot with me just tried to get me to do a fresh Windows install. When I tried calling a support number it just told me they help people online now (from India) and when I told it I wanted to talk to a real person it just said "Ok, thanks for calling Microsoft, goodbye" and hung up on me lol. Fucking dogshit company.

Elidan123

I'll keep my fucking phone and gaming PC until RAM price comes back down! No way I give in to MU 87% margin. Thief!

Soffatjockis

Ima wait and buy GTA 6 on PC. Hopefully by then the ai bubble has popped so I can buy an affordable PC.

Fit-Employ3623

Need 30 year mortgage to buy PC these days

TechnicalWhore

Tale of two waves. For any surge in demand of a tech the people consuming will have lower revenue while they procure - generally at a premium - the new tech. So the AI buildout is costing them revenue. Further all are involved in device manufacturing and the memory cost spike is hitting their margins on these products as they try to hold MSRP. Note Memory has had such a spike in demand back in the late 1980s but nothing is like this. The specific type of leading edge memory (using the latest best fabs) is in a huge unprecedented crunch. Whereas prior surges were based on a need for PC's (volume products) to have a bump in memory (4GB to 8GB) to support a Windows image need this is a specific sector (AI) demanding unprecedented memory requirements per system. Since AI is based on the size of the boating models the more it is trained the more memory it requires. So a PC may ship with 16GB but an NVIDIA node needs 128GB or more. Moore's Law may not keep up. Note Cerebras with its approach does not have this issue and is - in its segment - getting 19X to 21X the performance of NVIDIA. To simplify the reality - NVIDIA is involved in all aspects of AI - algorithm, training, recall. Cerebras in only on the recall side but is fare more speed (# of tokens/sec), energy and space efficient. The AI consumer uses more of this in cloud based solutions.

LasyKuuga

If this AI shit bubble it’s gonna be devastating but lowkey hope it does because PC prices are getting obnoxious and this AI job replacement shit is buns

-Crash_Override-

Is it AI or is it little Timmy buying RAM for his gaming PC? Thats the mystery and im not sure we will ever truly know.

Organic-Energy7300

Forse perchè anni fa lo standard delle memorie HBM era diverso, se parliamo del 2023 era hbm2e. Accumulare scorte di memorie anni fa avrebbe significato riempirsi i magazzini di tecnologia vecchia, lenta e obsoleta. Le memorie HBM viene impacchettata direttamente dentro il chip, non viene inserita sulla scheda madre come nei vecchi PC

CD274

Was a win10 upgrade and stupid first time I bought a prebuilt shit box because GPUs cost more than the entire PC did a few years ago 😂 No repairs, fixes, registry works. Too lazy to reinstall

Relevant-Goal-3008

CXApp Inc. reported the results of its annual stockholder meeting. A quorum of 30,592,312 shares, or 44.32% of common stock entitled to vote as of April 17, 2026, was present or represented by proxy. Stockholders elected Khurram P. Sheikh and Vishal Mathai as Class III directors, each to serve until the annual meeting following the fiscal year ending December 31, 2028. They also approved the issuance of shares of common stock, or securities convertible into or exercisable for common stock, in one or more private placements in excess of 20% of outstanding common stock. Stockholders authorized the Board to implement, at its discretion, a reverse stock split with a ratio between 1-for-5 and 1-for-100 to help maintain CXApp’s Nasdaq listing and to amend the certificate of incorporation accordingly. They further approved, on a non-binding basis, executive compensation and set annual advisory votes on pay, and ratified WithumSmith+Brown, PC as independent registered public accounting firm for the year ending December 31, 2026.

NobodyCares127

Puts on your PC

bmbislt

I just fixed my PC so it no longer reboots randomly and now I can game Just downloaded Dragon Age Origins for $3 - shit is gonna be LIT

Phimb

There is (was?) no better purchase you could make to improve your PC for the least amount of money than switching to an NVME SSD. It's pretty old news now but that shit is like magic vs HDD.

The_Albertino

Well my whole PC is parts from 2020, DDR4 RAM and any of the new cpu/gpu/mobo are all DDR5 😔. Currently have an i5-9600k and an AMD 5700xt

Helyx_R

There is one more thing to consider when talking about GTA 6 and the stock price. I think a lot of people forget that the whole "Role-Playing" scene became so popular thanks to GTA 5's custom servers. After more than a decade of GTA 5, it is still one of the most watched/played games, and it is partly thanks to this custom mode. Depending on how advanced GTA 6 will be, in a couple of years when the game hits the PC scene and custom servers become available, this game will be THE PLACE for you if you enjoy this type of gameplay (and we are not talking about something niche, it is literally one of the biggest gaming trends of all time). Another thing to consider is that Rockstar never expected people to build such amazing servers when they launched GTA 5, and I am completely sure that they saw the huge potential for money. Let's not forget all the drama around the two most popular launchers for custom servers. You can call me crazy but I don't think that it is impossible for Rockstar to create a separate online mode just for role-playing, and this would provide another huge income straight to them. My point is, yes, the stock is pretty high, but it is lower than it was 1 year ago, possibly because of the delay, but I really think it is impossible for the stock to go under. There is so much potential around this game, and while the single player aspect will draw most of the people in the beginning, the online mode will be the real seller, I don't think that Rockstar plans on releasing another GTA game for at least the next 10-15 years and I strongly believe that they will create the most advanced online platform any game has seen.

DigitalArbitrage

They should add there hardware server companies like Dell and HPE. I suspect that over time the open source AI models will run locally and the regular PC companies, HP Inc., Lenovo, Dell, etc. will end up being the actual winners (alongside Nvidia).

Prestigious_Ad2420

PC when?! I'm not gonna buy a ps5 just to play gta...

HateMoney1

Not even. Estimates are 90-95% perf of a base PS5. Given that it’s a PC I understand if it’s slightly more because of its capabilities for more than games but not by much

Paul_Robert_

Same here, even though I have a pretty decent PC, I did like the idea. The price is unfortunately too high imo

HateMoney1

Gay and regarded. Just build PC

Nympho_BBC_Queen

Honestly smart idea especially if they want to make their own PC storefront more popular. Nintendo exclusives would convince a lot of people to leave Steam.

EggstremelyConfus3d

Company? It's just me masturbating and eating cereal from my PC

iTedsta

No it isn’t? And there’s no need to “downplay risk” because the people buying the products understand and WANT said risk (you look at the high-yield bond market for instance at the increased concentration around BB/BB+, alongside a downtick in IG issuance - bond investors want that extra yield). CLO printing is at all time highs, the LL and PC market is frothy because people want exposure. Will the software piece underperform? Quite probably, lot of those loans are pretty suspect imo (Average net leverage of 8x and cash interest coverage of 1.3x across the SaaS-sector is borderline disgraceful) but private credit as a concept is here to stay. Caveat that the BDC/retail crowd probably don’t understand, but they never have and never will - they’re so absurdly unsophisticated that it beggars belief (they don’t even seem to have known about the 5% quarterly gate). Proof of my point being this post and 85% of the comments on it…

Outdoormadness1

The shit that resides in these subprime holdings is being downplayed by renaming it to something more innocuous. One of the many games played by PC in order to hide the risk. These portfolio’s are full of garbage that is simply not being marked to market properly. That includes things like highly depressed real estate holdings, distressed software companies and now unprofitable AI buildouts. Tick tick tick goes the clock…

iTedsta

Or they like only having 1 or 2 sophisticated lenders instead of an endless pool of bondholders/CLOs who are impossible to negotiate with. Illiquidity premium is \~150-175bps, and since there’s so much money pouring into that risk-profile (HY/LL/PC) even that is getting squeezed; definitely an issuer’s market for debt in terms of pricing (let alone covenants, god rest their souls).

Rollsman-

https://www.reddit.com/r/wallstreet/s/PC9qqhiQ5P

Boys4Ever

Much needed. My PC doesn’t run Windows 11 and replacing it at the moment cost prohib

Gunk_Olgidar

They can't explain it, because it's wrong (backwards). While it's possible for the PCs to go begging for cash with alternate funds/terms (getting the bag holders to double down), the smart ones will laugh in their face. So I wouldn't base my entire argument on a sketchy what-if. The university endowments, pension funds & insurance is where PC's cash came from in the first place on the promise of "alternate investment" higher returns. The endowments will be fine of course, but meemaw's pension & life-insurance will hold the bag... if their managers were dumb enough to get deep into PC (which is unlikely). But it wouldn't hurt to check meemaw's fund/insurance asset allocation. Winter is coming, but the paywall is a couple years out so there's still time for the PCs to shell game the cash before this ponzi blows up for good.

fuzz11

This isn’t really an issue. Private credit funds have gated redemptions exactly because of this issue. The only issue these funds are going to run into is deciding when they want to mark down their credits or foreclose on companies in default. Tons of companies are already PIKing their loans. PC funds don’t want to foreclose on them yet because (1) it would require them to mark down their loan, and (2) they don’t have the workout teams required to handle foreclosure.

fuzz11

Yeah I stopped reading this comment at point 4. That’s not how this works lol. Bottom half of the cap table gets wiped and PC firms will sell the companies for parts or hand it to the workout team.

Nervous_Sprinkles500

ps6 is speculated to come in between 2027-2029. According to this, I don't think Rockstar is going to wait with their PC sales and the release. Okay, neither of the events is announced with a date, but the only logical outcome I see is this: they will try timing the releases to not match. If they don't, then it's supported by my point of double-dipping (in a way), but if they time, then they are losing that potential. Also, the PC release that will come in slightly over a year after the console release is my own speculation based on GTA5 and RDR2, historical data, I didn't consider any other variable. By the way, now that we talk about PS6, you think it's a good idea to buy Sony stock now? I'll need to do my own research to see how much the PS5 release impacted the whole company, but if the hype will be as big as it was with PS5, maybe there is some potential.

aust_b

Not this time around. There has been a massive shift to PC gaming over the last decade compared to when GTA V came out.

SpiderFan241

Being so close to the next console generation, it would make sense that the PC version is being held back to then release at specs similar to PS6 and Xbox Whatever, so there's greater parity between versions.

Hot_Sacks

Yeah completely agree on the AI trade. What I find interesting there is that…the market has had such a difficult time, early on, pricing in exponentially transformative tech/companies in the past (like the internet, PC’s, smartphones, and others) - I’m of the mindset that while AI will most likely be exponentially transformative, how much of that is already showing up in current prices? The market may be attempting to over-correct for that mistake this time. Or perhaps we’re still undervaluing how absolutely revolutionary it will be 😂 so difficult to tell. And thanks, you’ve helped me think through my lower oil line of reasoning. Market is probably still in a wait and see holding pattern there

u_sfools

If we get a confluence of rate hikes, PC funds being constantly gated, finally getting mark to market on PC and PE, along with AI capex being repriced as Anthropic and openAI seek to IPO - it could get really nasty. Or you know, the can gets kicked down the road again.

Simple_Fig9237

Bers will dominate all week target PC spacex 115 intc 115 nflx 65 for buy

Sweet_Illustrator_22

🤣💯. Only thing worth considering keeping sealed is booster boxes and PC ETBs, and that goes back to the scarcity factor.

Raguismybloodtype

Modern sealed hoarders with the PC ETBs and booster bundles*. I genuinely believe sealed booster boxes will do fine.

gabest

What's the worst that could happen? PC parts will become even more expensive?

beopenminded83

Interesting take, whether AI or not, many valid points here about PC.

unholy-confetti

We finally got PC 2 but it sucks lmao

turboMXDX

In other news, PC gamers have been stocking up on IDE Hard drives and Geforce 210s as they anxiously wait for half life 3

IHadTacosYesterday

The problem is, it's unlikely to be just one person or company that does this. It's going to be a ton of them simultaneously. So, I doubt there will be one that just pops up as the clear leader. Eventually there will be illegal models trained on porn that will look perfect, and you'll be able to illegally download them to your own PC and run it from your own PC, without any streaming or anything. You'll be able to put any character living, dead, cartoon, whatever, into the porn with zero restrictions. Less than 7 years. By the way, Netflix is dead man walking, because this is also coming for regular movies, TV shows, and anything else you can possibly think up. Nobody is going to give any fucks about scripted content from human writers and producers in another 25 years. People will think what I'm saying is blasphemy, but current content (movies, TV shows, etc,) is so formulaic and lame, yet they are being made my humans. The AI movies and TV shows will be made by humans in a way, because it will be prompted by our desires. Whatever we can imagine, AI will deliver to us on demand. Netflix, Disney.... they're all DEAD

Jim_The_Hominini

I just want a gaming PC sir.

ProofByVerbosity

It is all going cloud. Has been forever. A new Xbox is nowhere near $1,500. I spent $3k on my PC I made 6 years ago and its still more than adequate. Maybe I'll replace the GPU for fun next year but I dont need to.  Im old so id be curious what new PC gamers will evolve into but my generation is PC for life. A gaming PC also is a media machine, a VR station and a work station.

StaysAwakeAllWeek

Might that be because memory chips have gone up 400% in the last 6 months? It's not a lie lmao, the RAM in my gaming PC is now worth over $800 because of this shit

WSB-mods-are-

MSFT long dated puts are still a steal rn. Explain to me how one of the largest companies in the world can be such a figure of incompetence? They bought LinkedIn and still make you fill out a full job application. They bought activision-blizzard and still make you sign in to both those portals and microsoft. Gamepass doesn't even cover their games. They let halo go from a top 5 world franchise to forgotten. They named their ai copilot when it can't even drive, or even turn dark mode on a windows pc. Still baked into the OS though so we can look at it and remember what a piece of shit it is when I update and restart my Windows 11 PC, because update and shutdown is never an option.

TheNplus1

\> I don't agree that in order to generate agi you need to understand the mind. That's also your opinion, and we have no idea how far simply scaling compute might go. How do you even evaluate AGI when you get it, then? Can you be an art critic if you don’t understand art? I guess you can, but what’s the value in that exercise? Why not declare we have AGI now? \>LLM's are already a crude reconstruction of neurons Absolutely not! LLMs don’t learn anything outside the positive feedback loop they get in the training process, based on very limited sets of rules. They don’t understand why the parameters that are inputted into them are important, if they are good or not, sufficient or not, etc. Neurons have enormous knowledge of the physical world built into them through evolution and can never get basic things wrong. On the flip side LLMs hallucinate all the time because their hallucinations have no physical effect on them, mistakes mean nothing \>We already have LLM's solving unsolvable math problems, problems which had dozens of PhD level mathematicians on them for part of their career, unsolved for a hundred years. I don't know what you call that, but naively that sounds like beyond our intelligence. Is a calculator faster at doing multiplications than you? Yes! Is it impressive? It kinda is, especially when we invented it it was. Does this mean that a calculator is smarter than you? Obviously not! Same for a PC, a smartphone and whatever example you want to take. The technology tools we have are obviously cool and useful, that’s why we invent them, but that doesn’t make them better than us in any way. Very good that some PhDs can focus on other things because LLMs helped them with some tasks. The sad part is that we needed a lot of chatbot hype to kickstart an investment wave that could benefit some scientists also, but then we went overboard because the CEOs of these AI companies have no idea what they’re doing. Imagine pouring all the AI money in cancer research under the supervision of the best doctors in the world. All the advances we make (and they’re notable) come from government funding and donations, that’s it.

Noirarmire

Idk if this is replying to me or not. I was just telling the other guy this isn't a new track for them. But to reply, numbers are great and all, but with no context for them, they don't have a meaning. So the story is good to know even if it just explains the numbers you see, other wise it looks like a bubble sometimes. Also in the case of dell, PC components are up 3-4x so they are charging more, so numbers are super wack atm for all of manufacturers. Just waiting on an antitrust

darby1015

Just wanted an extra $500 from SPCX to upgrade my PC guess $400 it is!

AlpacaDream7

Throwing out my PC and buying a Mac lmao

JTinkz

Literal "weird, works on my PC" comment.

hondajacka

Gemma are small models for mobile/PC deployments. DeepSeek v4 is much larger and stronger in backend cost/performance, suitable for enterprise agents.

DiamondGrifter

My goodness dude, they’re a completely different business now lol. They’re not just a legacy PC company anymore. The rerate is justified and they’ll be going a lot higher in the next few years.

psychohistorian8

wow I totally forgot about mail-in rebates I always sent those in after doing my PC builds!

michaelis999

sleepy's market: \>have 40 IQ \>enter only one trade on a nokia right before taking a shit \>moons 300% same day 🥭 market: \>have 200 IQ at least \>have 5 monitors powered by 2 high end PC's \>watch the news 25 hours a day \>have insider connections \>make 500+ trades within first 2 hours of market open \>loses entire portfolio in an hour

McMuff9

I’m overweight NVDA as well bc I believe in there next move to local AI for PC’s. More TAM is good

Joeskidoodles

CXAI 

LiquidityCompass

That's what people said about computers decades ago. Back then nobody had a PC sitting on their desk either.

Giogina

I'm done with my PhD sadly. Best time of my life. I don't have a million, but enough, soon, to just chill and do whatever research I feel like (in a low cost of living part of the world haha). Luckily I only need a PC for my science. 

CartoonLamp

The ads on Roku connected services were never the problem, the problem is Roku making their UI in to shit. The least bad option feels like a mini PC at this point.

RunJumpJump

Thinking about this, too. We can probably just slap together a mini PC or use an SoC to host the streaming apps we want. Bonus could be easier access to your own collections of photos, videos, movies, etc. Maybe Jeff Geerling will see this and chime in. ♥️

SlowUnderstanding988

My PC starts sweating when somebody says 2.7 million records

Miker1730

you have to teach us how to smell through a phone/PC... you are holding a huge piece of knowledge from the world!

Jerikolol

weekend ended 12hrs ago. MODS?? can you take a break from your disgusting 🐻 orgy, and get ur filthy asses to the PC? Otherwise, i will short RDDT and then we'll really see how u like that.

metajournal

# NVDA Long-Term Path Forward (5 & 10 Years) • 5-Year Outlook Over the near-to-medium term, NVIDIA’s path is paved by the rollout and maturation of its Blackwell Ultra and Rubin architectures. Within the next five years, NVIDIA is positioned to successfully cross the bridge from being a hardware provider to a recurring-revenue software powerhouse via its NVIDIA Enterprise AI and Omniverse platforms. If the company maintains its current market share of accelerated compute and Coatue's "10X paradox" thesis holds true, NVIDIA is statistically the most likely candidate to graduate from the $1 Trillion club to become the world's first $10 Trillion company, driven by steady margin expansion and the democratization of localized AI factories. • 10-Year Outlook Looking a decade ahead, NVIDIA's primary goal is to become the invisible, ubiquitous operating system of the automated world, powering everything from physical robotics to climate simulation and autonomous transportation. However, long-term buy-and-hold investors must heavily monitor the disruptive risk of custom silicon. As hyperscale's grow weary of NVIDIA's pricing power, they will pour hundreds of billions into developing their own bespoke chips. NVIDIA’s durable moat over this decade will not rely on raw processing speed, but rather on its CUDA software ecosystem and NVLink networking standards, which lock developers into NVIDIA's paradigm and make switching to rival hardware economically unviable. **Growth Catalysts** • **Sovereign AI and Mega-Cluster Deployments:** The demand for AI infrastructure is expanding beyond traditional tech companies into sovereign nations and enterprise AI factories. Deals like the six-year strategic collaboration with Sharon AI—which will see the deployment of up to **40,000 Grace Blackwell GB300 GPUs**—demonstrate how growth can remain explosive without straining NVIDIA's own balance sheet, utilizing revenue-sharing and credit-support models. • **The Hyperscaler Capex Tsunami:** Major cloud providers and tech behemoths are locked in an arms race that leaves them with no choice but to buy NVIDIA hardware. Hyperscalers are projected to deploy over **$630 billion** in total capital expenditure in 2026, with the lion's share earmarked for AI data centers and accelerated processing. As long as AI models require exponential compute power to train and run inference, NVIDIA remains the primary tollbooth for this capital expenditure. • **The Agentic AI PC Revolution:** NVIDIA is successfully aggressively pushing its dominance from the cloud down to the edge. The recent unveiling of the NVIDIA RTX Spark superchip brings a staggering 1 petaflop of AI performance directly to Windows laptops, fundamentally reinventing the personal computer into an AI teammate rather than a simple productivity tool. Hope this helps.

Veshino99

I’ve heard opposite, RH has the most user friendly UI, people just hate on it cuz they think it’s nooby. Both platforms allow you to buy and sell 😂same as the ancient Xbox vs PS vs PC bs, I like RHs new UI

SnooHedgehogs5162

Wall Street thought memory price hikes would flatten out in Q3, but the brand-new trade data from Taiwan and South Korea proves they completely underestimated the market. What Wall Street expected: Analysts predicted standard Server DRAM and PC RAM price hikes would slow down to just 3% to 13% for Q3. South Korea (Data out June 14): Memory semiconductor export values exploded by 254.9% year-on-year, and enterprise AI SSD storage shipments surged 337.7%. Because factory capacity is completely fixed, this triple-digit value spike proves Q3 contract prices are rising way faster than expected. ————————— ————————— Taiwan’s "Outlandish" Export Numbers (Released June 9, 2026) The Peak: Taiwan’s exports surged 51.7% year-on-year (crushing the market consensus of 41.2%).  The Pricing Index: Taiwan’s official export price index rose 18.1%, driven almost entirely by semiconductors. The Upstream Hike: Because supply is so choked, TSMC just confirmed it is moderately raising foundry prices for the second half of the year, with advanced 3nm nodes seeing up to a 15% hike due to soaring raw material and substrate costs. Wall Street expecting $34.4 Billion But looks like it be around \~ $38-40 Billion

SnooHedgehogs5162

$MU $QQQ Wall Street thought memory price hikes would flatten out in Q3, but the brand-new trade data from Taiwan and South Korea proves they completely underestimated the market. What Wall Street expected: Analysts predicted standard Server DRAM and PC RAM price hikes would slow down to just 3% to 13% for Q3. South Korea (Data out June 14): Memory semiconductor export values exploded by 254.9% year-on-year, and enterprise AI SSD storage shipments surged 337.7%. Because factory capacity is completely fixed, this triple-digit value spike proves Q3 contract prices are rising way faster than expected. **The Peak:** Taiwan’s exports surged **51.7% year-on-year** (crushing the market consensus of 41.2%).  **The Pricing Index:** Taiwan’s official export price index rose **18.1%**, driven almost entirely by semiconductors. **The Upstream Hike:** Because supply is so choked, TSMC just confirmed it is moderately raising foundry prices for the second half of the year, with advanced 3nm nodes seeing up to a **15% hike** due to soaring raw material and substrate costs

Minute_Plastic_350

If Microsoft doesn’t diversify their businesses, I have a feeling that they will be in major trouble in the next 7 to 10 years. Office can only take you so far, azure can only take you so far, cloud PC can only take you so far m, power BI can only take you so far.

Ok_Location_1092

Linux is exactly the problem. People are getting sick of the surveillance and the push towards upgrading hardware when the majority of people’s computer use can be handled by a PC that cost $500 10 years ago. Idk if we will see a widespread shift or not, but there is a risk present that people and corps will to a damaging degree abandon legacy software when the alternative works well enough. It doesn’t have to trash MSFT the company to trash the MSFT stock price. All this to say, I think you could do much worse than MSFT at these prices.

Ok-Basket-9164

After all, they did invent: Hard Disk Drive DRAM IBM PC SQL FORTRAN Punch Cards IBM 360 UPC (Universal Product Code) Barcodes Floppy Disks Magnetic Stripe Cards Magnetic Ink Character Recognition Scanning Tunneling Microscope Deep Blue IBM Watson And they know how to sell to Governments

95Daphne

You've got to have an iron clad stomach when it comes to semiconductors. I don't, so I recognize I got really, really lucky when it came to Broadcom. In my case, I got in in 2020 pre-COVID crash, and it's locked away in an account I can't easily access as it's not online (I can probably put the account online, but am too lazy to, may eventually if I'm not too lazy attempt to transfer the account to somewhere else as it dates to the late 90s, which is part of why it's not online). Anyway, long story short, I would absolutely capitulate if I were in your shoes lmao. I've seen this song and dance before and since I don't think the Nasdaq has topped, there's a good news/bad news deal here. Good news is I do think Broadcom fills up that deep gap down. Bad news is I expect it to take at least 2 months, quite possibly from here. I don't know that I have the patience anymore here. I've lost track of one of my holdings in my main (online) and when I was on my PC and not mobile, I noticed I went from very solid gains to being in the negative there.

HairyEyeballz

Boca Chica? That’s a pretty specific reference, and a relatively spartan retirement destination. Prior Navy? (Former Boca Chica Bandits PC, ‘90-‘92)

Weak_Emu3659

# 3D narrative adventure game Sesame Street: Friends & Fun announced for PS5, Xbox Series, PS4, Switch, and PC

DeepValueSharkk

Why would you bet on Microslop doing well? Their software is getting shittier by the day, their CEO is not the best (to put it mildly), their investment in OpenAI is a big unrealized loss. They are losing to Apple in PC market. Their cloud is much worse than AWS or Google. Their handling of Github is so terrible projects are starting to leave. Even their Office is getting slowly outcompeted by Google. It's a garbage company. They still make a lot of money due to legacy corporate contracts but things can only get worse from here if they don't revamp their leadership.

Brilliant-While-761

Ram was cyclical when it was PC and data storage driven. The demand for ram has outpaced supply and ability to manufacture for at least the next three years. More of a bubble now than a cycle and we are at the beginning of it.

Jerikolol

it doesnt? they sold less xbox S/X than xbox one (like 20-30m units less, so a lot, like -40%). the play anywhere/everything is a PC killed gamer goodwill.. since why buy an xbox if u can play on pc, and then their own exclusives went multiplatform. so the xbox brand itself is.. kinda dead and dieing, hence the comments about only having 3% margins (!!) and 'wasting'20b USD since 2020. So all in all, xbox is genuinely in a horrible position

Cr1st0h

I need to read more about how some of you guys think and invest. Before I make a choice of my own. Still. It's interesting how everyone thinks and make choices before or even after posting here. Example, I don't do choices based on what people tell me ( I don't know a lot of good traders). But the choices I make and do. Are based on guts and what Ive read. My fort is anything that has to do on PC, Gaming, CPU, etc. I live in PR so Im betting on NFE hoping it goes up a lot. Im loosing now. But I'm sitting here hoping it goes up like it did until its max.

NotMe357

I want to upgrade my PC then I look at the price of GPU and Ram...HOLYSHIT! Lol I guess no new PC until A.I popping 😕 😔

Tay_Tay86

alright so the us attacked iran. iran is now attacking, basically everybody, and i am sure soon israel will attack iran, and iran will attack back but then the us will attack back and it ll just keep going and going and oil will be 600 and we will be back to working from home due to energy costs. but this time we won't have a gaming PC

ShadowLiberal

TV's are also typically sold at a loss nowadays. They make their money spamming you with ads (as if TV didn't already have enough ads) and selling your data. When my old dumb TV finally broke a few years ago I was so unimpressed with all the current offerings that I bought a TV tuner and plugged it into my PC so that I can just watch TV off of it.

AlberGaming

Prices are gonna drop off a cliff the moment after you buy new PC hardware