PC

ninereins48

Lurking here, just wanted to comment on the great insight here. IMO anything less than a blowout GTA6 launch won’t fare well for the stock price short term. GTA6 is selling into a much smaller console market than GTA5 did, after a significantly longer development cycle, and into a far more competitive market with changing player demographics. PC and mobile are much more important today than in 2013, while F2P and persistent games like CS2, LoL, Fortnite, Minecraft and Roblox are all competing for players’ time. For comparison, GTA5 launched into roughly 160M PS3/360 consoles and sold 29M copies in its first 6 weeks, around an 18% attach rate. RDR2 launched into roughly 125-130M PS4/Xbox Ones, very similar to GTA6’s current console base. It sold 17M in under two weeks and 23M by the end of 2018, also putting it around an 18% attach rate within its first couple months. It was only around 24M by March 2019 and took over 4 years to reach 50M. GTA6 currently has roughly 130M PS5/Series consoles to sell to. Matching the 18% attach rate GTA5 and RDR2 achieved would only put it around 23-24M copies. Meanwhile Morgan Stanley is reportedly modeling around 40M GTA6 copies in FY27. That would essentially require close to 1 out of every 3 console owners of the current base to buy the game in a matter of months. Then there’s Online. Rockstar is currently marketing GTA6 as a single-player experience, with no confirmed timeframe for the next GTA Online. If there’s no information by launch, or worse, Online is significantly delayed, that removes a huge source of recurring revenue during the launch window. Strauss Zelnick also chose not to raise TTWO’s FY27 guidance despite describing preorder volume as “unprecedented” and “astonishing.” TTWO is still guiding for roughly $8.0-8.2B in FY27 bookings while Wall Street is modeling closer to $8.5-8.9B. His reasoning that they don’t yet know whether this represents additional demand or simply people buying earlier is reasonable, but TTWO has had no problem raising guidance when confident in the past. The conservatism after seeing the actual preorder numbers is something I’d be watching. Personally, I think there are much better places to put your money for a buy the rumour, sell the news type play. GTA6 will obviously be massive, but when expectations are already this high, being massive might not be enough. Long term though, I still think TTWO is a decent buy.

miata_only

brentcrude was sent to Bill's PC!

MobiuS_360

I'm young and have what I need. A stable job and a good gaming PC. So all the rest of my money can be invested and I don't care about it anymore. I like knowing that I'm lucky to be in this position and my money will have decades to grow.

Wows_Nightly_News

Who would have thought that one of the random logos I saw when I booted up my gaming PC would one day make me poor?

DatSneakySnek

FPS has nothing to do with latency? So if all other things are even, a game on my PC running at 30 fps will have the same latency as a game running at 240fps?

MrDinglehut

These idiots are spending trillions of dollars to make God in a can while the rest of us will be scavenging chips out of garbage dumps so we can run Linux on some Mad Max PC. Calls on fingerless gloves. They always wear fingerless gloves those Mad Max type movies...

Taranfeeto36

> So not only are those people moving to XBOX/PC, but they’re also making the conscious decision to boycott ALL Sony products. I'm not stopping to buy Sony lenses because of obsolete media. Don't know anyone in photo or video who even mentioned that. Also betting that pretty much no one 'boycotting' Sony will do actual research and avoid phones with Sony sensors (ie. iPhones) for example.

aguslucas

I think something like rendering videos is a more relevant example than email - people would rather their PC crank it out overnight than upload it to a cloud provider for processing - people even fork out for a Mac Studio. If I'm using long-running coding or research agents, which gobble up tokens, I'd rather pay for the hardware once and get unlimited usage. Similarly, if I'm processing lots of private data, I don't want to funnel that to Sam Altman

english_fool

Next time you try to buy PC components

MrCockingFinally

And if the business case for AI crashes and burns, no problem! Just lease out your compute to everyone now too poor to afford their own PC.

Mundane_Bluejay_6794

In case you haven’t noticed a lot of Sonys customers are angry right now regarding the decision to axe physical games. So not only are those people moving to XBOX/PC, but they’re also making the conscious decision to boycott ALL Sony products. Combine that with the fact that the PS6 will be insanely expensive at a time when people’s budgets are squeezed, it’s reasonable to expect PlayStation will flop for the foreseeable future.

Pimpwerx

They can and will monetize. The issue is if monetization is practical with US energy costs. The cost for compute in America will be what wins the race for China. They can make cheaper models because it just doesn't cost them as much per watt. At least, that's the impression I get from the price disparity. AI compute is just GPUs and tons of electricity. Convergence is coming relatively soon. All models will perform well, which will make the deciding factor cost. China always wins on cost. And with AI existing in the cloud, you can't ban Chinese AI models like you can ban EVs, to save your domestic market. China is just gonna eat America's lunch in the value comparison. The bubble that exists is due to the wide gap between service cost for customers, and actual operational cost for providers. In America, operational costs have created a chasm that gives the appearance of a bubble. I think a bubble exists when demand isn't there, but demand is very much there for AI. So, if anything, I see the Anthropics and OpenAIs suffering catastrophic financial disasters and then some shitheel VC firm like Blackrock coming through to salvage the debris for pennies on the dollar. Maybe unironically selling some parts of those scuttled businesses to China. Anyway, as someone who works in the field, I see where we're going. OSes will change. Web apps will change. We will interface with AI for many things we currently manual our way through. The big game changer will be the proliferation of functional and easy to use agents that you communicate with through your phone. That is where we're headed. You need compute for that, and I still don't think we've hit the floor required for that. This is why PC part prices will remain high, and probably go higher. If the bubble was close to popping, I'd expect us to see GPU and RAM prices start to stagnate, and slowly retreat back to sane levels, due to buildouts being frozen. But it's not. Demand only seems to be increasing, which is not what I'd expect from a bubble. All that said, the market is super-irrational. So calls or puts. Whatever you want, it's still a gamble.

Own-Recipe5908

Business wouldn't buy that laptop, they'd buy server hardware and let employees use it. Moore's law is what the 3 year replacement period is based on, but the reality is that the current run of hardware will be close to top-of-the-line for longer than that since the tech hasn't been getting better for a while now. Gonna need glass substrates or something to kick-start a real replacement cycle with efficiency/performance gains. And, GPU renting can be profitable, that's kinda what cloud computing is. They would need demand to keep up (With their ridiculous buildout that's highly questionable), but it's the best they can hope for long-term. At this point, with how they're strangling the PC space wouldn't shock me if the next push if the AI shit doesn't work out is to make all computing cloud based with dumb hardware connecting to it (dystopian nightmare and all).

ThatUsernameIsTaekin

The “AI bubble” is closer to the PC Revolution of the 80s and 90s. The parallels are uncanny. Comparing it to the dotcom bubble makes as much sense as comparing it to the tulip bubble

ThatUsernameIsTaekin

AI is like the PC Revolution in the 80s and 90s. It’s not like the dotcom bubble at all.

DaSaw

Yeah, it's the one thing I like about typing on mobile. On PC, some programs will replace the double dash with that, but otherwise the only way to get it is out of a character map or knowing the Unicode. But here, just hold the dash, and a bunch of other dash options shownip.

RegularNormalAdult

I honestly don't get anyone who doesn't work for a newspaper was using em dashes regularly before AI. You can't type them on a regular keyboard on the PC without alt codes, you can't type them on your phone keyboard without holding down the regular dash key.... outside of print media they kinda seem like a major pain in the ass? I mean I've always used regular dashes, but never em dashes because they're so hard to type out.

DatSneakySnek

Everyone is being so rude and trashing you but we know that Netflix is already in cloud gaming and wants to get more into it. We also know that Rockstar likes money and would happily let Netflix subscribers give them $80. Maybe it won't be on Netflix cloud gaming and maybe it won't be on any cloud gaming service on day one, but it will absolutely be available on a cloud service at latest, by the PC launch and all of you laughing at this guy will still learn nothing and you will continue to insult people that committed the crime of having basic foresight. All these ppl calling you retarded, I will be commenting below your posts within 2 years you rude little piggies.

tntrauma

Gemeni is fantastic for basic questions and understanding tone of voice etc. But it seems to be specialised as an interface for the internet or a chat bot. Qwen 3.6 has been impressive after I got the tuning right on my home PC. But it has very little ability to detect tone of questions or conversational language. You have to consider the best question to ask rather than presuming it'll understand context. You'd be mad to use AI to actually interpret a non-US English text (or maybe other major languages like Chinese) because it'll still default to US-centric ideas or interpretations for the most part. Most of its training data will be American texts, then the local language version gets taught to it for translations. But it's knowledge base is mostly American. Gemeni kept citing US law to me when I asked about the English Bill of Rights 1689.

Coffee_Ops

AI has been aggressively pushed by every provider-- - Intel / AMD have been building in NPUs that have gone essentially unused - Apple has been shipping a useless image playground for years - Microsoft has been shoving copilot, copilot PC, notepad copilot, etc to consumer who generally *do not care* - etc ad nauseum Where there has been excitement, it has generally been where model access has been way below cost or paid for by someone else. That you're seeing strong adoption is generally because the average consumer either has no legitimate choice, or is being bombarded by existentially necessary hype. Everyone has to be on board, because this thing is our economy now, never mind the slop. > The profitability is an issue only because of the high growth rate, There are a ton of very good analysis on this common rejoinder that have hit e.g. hackernews by very knowledgeable insiders. I'm not going to retread that. I'm instead more concerned with ground I have already covered: - Session context is *by design* sent, in entirety, at every turn - ...which means I can mid-session change from claude to openai - ...or, decide I'm done spending, and change to Kimi k3 That's a really bad reality for these companies, and its notable that their only response is to beg for export control designations and regulatory oversight, which fundamentally cannot stop this. Distillation attacks are inherently unstoppable, and LLMs are inherently not-moatable. How are they ever going to turn marketshare into network effects here?

TotallyObviousBot

PC became an IBM standard in the late 80s. The AI bubble is *nothing* like the dot com boom. Just because you can make the metaphor doesn't mean it sticks lol

immortalsol

This guy clearly doesn’t know about local AI and open models that are pushing the frontier while commoditizing the inference cost. Models will soon be dirt cheap and will be like running a PC.

GenderJuicy

I'm not OP, but technically I'm paying the same sub I already was for Google Drive space and YouTube Premium + Music, so it was never an increased cost to have it, it just came with it. That said Gemini sucks ass compared to its competitors, its ability to code is very sad, I can't see why anyone would choose to pay for it versus others. In this regard I don't see how there's any reversal to the demand for AI coding. I don't really see local coding models being feasible to run on one's own PC to the same capacity as anything cloud based, unless you have a fucking expensive GPU that all the corporations are buying up too. If anything affects this it would probably be making a cheap consumer-facing GPU with a ridiculous amount of VRAM using an open weight Chinese model, but I doubt that would happen any time soon, and why wouldn't these be bought up by AI companies too? Even then I genuinely think even as simple as it can be to install and run models locally now, it's still too big of a hoop for the average person to even consider, there's so much fucking jargon, choices like which model to use, they all have funny names with numbers they won't understand, how to customize it like giving it tooling that's actually useful, how to enable certain features, etc... they're just not going to do it. And there is still the aspect of it using your own GPU, someone running a game engine for example having AI do automated testing for instance, especially performance analysis, isn't going to be running something on their GPU that would be interfering, this is a case where cloud AI costs nothing for the GPU to operate on and CAN do something like this. I really don't think anything is going to stop something like cloud AI computing from existing especially when it comes to advanced usage. You need Claude Fable to ask a question about your homework. There's probably going to be 2-3 clear winners... I mean it's already kind of this way... and they'll keep pricing trying to win a war of attrition until there's one or two that compete in pricing like Netflix vs. Disney+ or HBO currently, and it's probably going to go longer than you think makes sense. Like Netflix.

Swimming-Device-1223

The dot com busted when not even all household have a PC. With no edge devices, commerce will catch on slowly. Now, we have multiple internet devices per individual. AI is already rolling out late by this measure.

jarkon-anderslammer

But, a year ago, to run it locally would have taken a lot more VRAM. We are continually making better models run on less hardware, or at least the Chinese are. The Deepseek V4 Flash Release Model can run on a $3,500 consumer mini PC. Still a lot of money, but it gives Sonnet 4.6 quality, which is insane. There is no reason to think that next year we will have MoE heatmaps that keep the active experts warm and inactive experts cold on SSD, allowing us to run models equivalent to the Deepseek V4 Flash on a 16GB M1 Macbook Pro.

tech01x

This. It's like asking in 1995, how do I insulate my portfolio from this PC and Internet thing.

skocznymroczny

I think you might have a point, but local models kinda throw a wrench into these theories. > What happens when free tiers shrink and the best AI costs $20-30/month? If I can run good enough models on my PC, then I don't care about the changing pricing. Even now, many people are switching from expensive cloud to locally ran models which are good enough for most tasks. And you gain privacy too which is likely going to be an important factor for many people.

iiSpook

I'm going to be totally honest. As a non-native speaker I have a hard time following your train of thought. Not because of the content but because of the grammar and typos. What I gathered is that there are a lot of companies popping up who are trying to sell their own version of some AI service and I think you're saying that many of these new companies will die. I do agree with that. Everyone is trying to be the first and not all will make it. What I don't agree with is the notion that the entire sector will collapse. I just don't see that happening. Where I work we constantly get new offers for new types of AI all the time. Although I do have to say that something like the automated receptionist already exists, some use it, some don't. Depending on how important customer service is to them. In my opinion, most services will not be declined because it's AI but because the service itself is not what people want to implement. My company won't ever introduce an automated receptionist, be it AI or not. But my company has introduced other forms of AI assistance. Sure, the current phase of implementation is rough but for me I always compare that to other technologies. The adoption of the PC took some people some time too and changing over from a non-PC environment to one that includes a PC will inevitably bring some disruption to current workflows that will make it feel inefficient at first. Same with working on real life infrastructure. If you want to change something about some road or if you want to make some train track longer or whatever it may be you will have to close or tighten some roads or temporarily cancel some public transport routes to get the work done. It will feel a lot worse before it's going to get better. But enough waffling. I think in the end it all depends on whether or not we have reached the peak of AI capabilities or if there is more to come. If we are actually at the peak a burst is probably inevitable otherwise we are still in for one hell of a ride, who knows. What is certain is that those who think nothing will burst and those who think everything will burst are cut from the same cloth.

Ok-Adeptness-5834

\> sustained revenue from two lossy companies getting undercut by open source models Same guy in 1998: this whole personal PC revolution is predicated on sustained revenue from two companies getting undercut by open source Linux.

Nev3r_Pro

Also local models are getting smarter, in few years or maybe even less we might get something like sonnet 5 running locally on our phones while PC will run models smarter than fable

spaghetticode94

You realise we can run our own AI locally right? We just pay for the service currently via API. Eventually the exponential growth will make the strongest AI model today usable on a regular phone or PC for free. We are heading there and it wont pop like how others perceived it. Maybe the production slows down if new chips are no longer needed much. But that wont pop anything imo. You should be more worried abt the Yen Carry trade than AI bubble due to companies trying to invest their momey in creating explosive growth for their business and the economy.

DONNIENARC0

They'll also get a huge bump when they release the PC version 1~2 years later

ThatFUTGuy

i was showing my daughter my PC and my portfolio and now she’s gone and told her mum who’s asking for more child maintenance oh dear 🤣🤡

Own-Jeweler3169

Yep I must have bought gta like 6 times over the course, most were on discount, but still they should stop fucking about and just release it on PC, the largest most anticpated, most demanding game... and they fucking don't even give it on pc. Joke.

Great_Guest_4675

Earlier imo, PS6 is fucked so they aren't on a must to do the whole cross-gen thing like they did with gta v which was the reason why PC was delayed by around 6 months (modern consoles being pretty much a x86 pc is another factor why it shouldn't take long) The reality is that the market is almost 50/50 now. PC gaming is legit making money and shouldn't be ignored.

CalebVanPoneisen

Probably just like GTA 5. 2 years later on PC.

DilSingh14

100% correct it is only done so we will buy it twice and they know it, GTA 5 shows that i think i bought that game 3 times, ps3 / ps4 and PC

Own-Jeweler3169

Ikr, now i have adult money, i bought a cracked pc... which I can't even use... They did it on purpose, they said because it's not a priority, but that's BS. It's because primarily they want PC players to double buy, secondarily PC will mine and hack the shit out of it. Greedy rockstar, I really am concerned that if they are not careful they will fuck GTA with microtransactiosn and gatekept content. Let's see ig.

DilSingh14

yea i agree, in an ideal world i wouldn't have had to buy a ps5 and could run it on my PC

Own-Jeweler3169

Yep, they take the piss with it not being on PC, waited 14 years, gotta wait another 2.

Kostaja

Me too. Bought just one game (Cyberpunk 2077) and played some freebies. The service worked wihtout any issues at least on a fiber connection. They indeed refunded all the money when the service was binned. So in the end I was left with a free chromecast and a free controller. Google later provided the controller with last final firmware update and it now works as generic BT controller for PC.

IPlayGames1337

The game has not even been announced for PC yet.

ayodudewtf

put like half in voo, and other half into blue chip stock with fat dividend to reinvest(AAPL, MSFT,GOOG). buy a new PC and game everyday, go to a easy job and put the paycheck in voo. you will sleep like baby and outlive 90% of ppl here happily

goxpro1

It will be on PC just later, you think they are going to leave out a trillion dollar market?

vinnothesquire

Ah. Right. I doubt it, at the very least, not at launch. And it'll be on PC eventually, a year or so later.

Next-Sentence-8426

Yes. I meant for cloud gaming. It won't be on PC either.

zxc123zxc123

CAPE might not have been accurately reflected into stock market CAPE ratio due to the GFC being a housing bubble with real estate leveraging issue that spilled over to the financials which then made it a systemic issue. Financials were overvalued, but their P/Es weren't off the fucking charts crazy either. That's because the leverage was hidden and fees charged where a fraction of the much larger total RE/financing pie. Not saying that looks coast clear either since PC & PE firms could technically be doing the same shit while sovereigns/munis/local/individual/sbiz are all loaded up on debt too. We're seeing leveraging in AI, leveraging in ETFs or with margin in brokerages, etc. But I'll just add that crypto is blowing up, PMs have been deflating, and there are segments of the market where valuations aren't high either. If anything we look less crazy than mid-to-late 2025.

DoctorMario1000

Yeah it’s got real 6DOF so actually firing your bow and swinging your sword and holding up your shield , and obviously amazing sense of scale. And a good PC can uprez the shit out of Wii U and get amazing graphics.

CalebVanPoneisen

1: time machine, $600 inflation-adjusted Freedom Bucks, a Windows 98SE 2: buy 10K BTC from your local pizzeria 3: break up with your girlfriend who throws your PC through the window 4: try to fix your HDD yourself because you’re broke and can’t pay for the $6,942 pro service 5: finally get your first loan and let pros repair your HDD 6: it’s empty, and your local PC repair shop has closed their business and last you heard they’ve taken a plane ticket to Macau

Scar1203

One of my friends makes 200k and his wife makes 350k and he was whining about spending 2k on a gaming PC. Some people are really sensitive about spending or losing money.

Molten-Helldiver

Chat is 100x better on PC than on mobile...

vetruviusdeshotacon

And if the game sucks, which is *not* impossible. Those pc sales evaporate when they wouldve more than doubled day 1 sales had it been available. This pc a year later thing is very foolish in my opinion. PC was second fiddle to consoles in 2013, not so much anymore

Careless-Place-170

all the credit heavy build-out, PC and PE loans and debt fueled growth will do beautifully under such conditions

comancheranche

“If they have PC, tell em we’re Apple. If they use Apple, tell em we’re PC. If they have both, then tell em we’re Linux. And if they have that, tell them the computers are down. They should be anyhow!”

BornRip761

Switched to PC when replying, BUTTT - I did notice a lot of volume was from earlier. That was my warning to not expect it to go flying, thus 10 shares at 2.35. It literally dropped back to 2.25-2.30 and got worse after the 2.75, panic started to set in because it played in the 1.95-2.15 range for 30 minutes. I did set another sell at 2.65 and gave it a few minutes(this is the part where my impatience kicks in - it was literally a few minutes 🤣). 15 minutes after those first 30 was when I sold for the small profit. Another 15 would have had me back in the game though.

Felix042

I doub't it will wirh how the next gen Console situation is looking like they did talk about the Console market decreasing and pc market growing with Console prices going up. So why would they focus to release the game just on next gen consoles when that market is very likely going to be rather small. I think they will release it on PC before next gen even with how things is looking right now. Back when GTA5 and RDR2 released the Console market was much larger so it was different back then even then it didn't took more then 1,5 years for pc version to release.

Qweasdy

They’re also a PC component manufacturer, power supplies , RAM sticks (don’t get too excited they don’t make the dram chips themselves, just design and assembly of the PCB from components) and cooling components. The peripherals side of the business came later, the original business was making components. Though I don’t quite share OPs optimism on them, as mentioned they don’t make dram themselves so aren’t benefiting from the high dram prices but will still be suffering the effects of their products going up in price. They’ll sell less at the same (or lower) margin as they did before. I guess technically their power supplies and cooling components could find themselves more in demand but I doubt it’s all that big a money maker. It’s already a big market with lots of competition, with most PC components being relatively easy to manufacture from mass produced components, margins will be small.

DeadPrateRoberts

I'm on PC. Click on "Your Account" at the top. A menu will drop down. Click "Statements and Documents." Click on the most recent statement. Chrome, for me, opens it as a new window, then top right, there is a downward-facing arrow. Click that to download.

mulletstation

GTA6 isn't even coming out on PC for like 2 years

blackhand15

can I get a 1000 usd donation to buy a gaming PC please bro

eatmorbacon

PC in about two years is best case I'd wager. I expect talk that it will occur within a year but there will be the typical Rockstar delays surrounding that as well, pushing it to at least the two year mark. There's a lot of historical context and precedents for that to be the most likely case

zeldagold

It's like looking at coca-cola (most known drink) and wondering how their financials look. Corsair is the most known PC/gaming peripheral maker.

Gabaggool

PC Peripheral and Component company

batistuta_pso

30 people + hundreds of outsourced workers. Rockstar doesnt have all of their people on a single game, they have multiple studios + GTA is an IP like no other. It will be the most sold game of all times when it releases on PC .

Felix042

During the earning calls they where talking about how much bigger the pc gaming market is currently i think we get in PC sooner then expected.

DeltaP2SavetheE

Sitting at PC watching green line go up

No-Carrot-5675

It’s not priced in. TTWO is sandbagging their guidance and wall street doesn’t fully understand how huge this game is. Throw in the online revenue, PC release, etc and they’re going to be printing money.

Da_Cum_Man

What PC sales? GTA6 isn't coming to PC for at least 2 or 3 years,likely in line with the next gen of consoles,we're probably looking at the last of the GTA5 online expansions, that cash flow is gonna slow down

Forget_me_never

You're ignoring that PC sales will add to that. Then there's online subscriptions, microtransactions plus all the other games in the TTWO area.

Yogurt_Up_My_Nose

thanks good to hear. I wanted it on PS5 mainly, but if they get mods on the PC then I'd go that direction.

Bob_the_peasant

Tried both, PC was really bad even with a 4090. but the majority I played on PS5. Everything was much better on PS5 except the input eating, particularly for swapping. I’m sure they will fix it if they haven’t already

Yogurt_Up_My_Nose

was that on PC or PS5 ? I read that PC has so big issues. but also no possible mod support yet which sucks and would be a big buying factor for PC.

RobbinDeBank

Multiple trillion parameter model would definitely require a whole server-class rack, but Deepseek v4 flash is an order of magnitude smaller. Don’t get me wrong, you would not be able to run it on even the beefiest gaming computer, but it will still be doable for consumer enthusiasts of local LLMs (check out on r/LocalLlama). These people stack multiple high-end gaming GPUs into their PC and can definitely run the Deepseek model well. Another option is to buy the professional lineup of GPUs (not server-class but not consumer hardwares anymore) like the RTX6000 Pro, which has 96GB of VRAM by itself.

ur_comment_is_low_IQ

Genuinely impressive. You got every point incorrect - allow me to educate you. >First off you are literally risking $432k to make $18k No, I am LITERALLY risking 482k to make 18k > Secondly literally half the fucking credit you receive will literally be eaten away by fees at any normal brokerage I have no idea what you're talking about here. SPX contracts on Robinhood have a ~.90 cent fee per contract or to put it simply subtract 0.01 from the credit I receive and since these are spreads I pay that 2x once for each leg. Which is why the .20 credit I receive ends up essentially being .18 or 18k. I understand and accept the essentially higher 10% fee b/c I find the entries for this credit to be what I'm comfortable in my entries. Could I go higher credit and minimize the fee relative to my credit? Of course, you see so in my multi date spreads but again this is all stuff I've looked into and accept as my risk tolerance and entries. I have no idea what you're rambling about on your 2nd point b/c you make it sound like you're criticizing me for using RH but per your point if I were to use "any normal brokerage" they'd eat half or 50% vs the 10% in my 0dte entries? What are you actually on about? > Thirdly try getting out of 900 fucking contracts at a reasonable fill if shit goes south. Ah, I see. You can't fucking read. Every picture shows I am in a clean, simple, even 1000 cons so I genuinely don't understand where you pulled 900 cons out of your ass but I see why you said 432k in your first point despite my pictures you clearly saw. Anyways, you realize SPX is one of, if not the most, liquid options chain in the world right? If a trade goes south that means the strike is approaching my cons and volume would be skyrocketing. Why WOULDN'T I be able to get out at? Also, a reasonable fill? What are you on about you buffoon? Are you talking about PFOF that RH does? Again this is SPX - the difference in bid/ask b/w brokerages on SPX is negligible .05-.10 max of each individual con at the time of entry which is irrelevant for spreads. Humor me, if an OTM 0DTE SPX call is trading at 1.00-1.05 B/A on RH - what would be the B/A on a "real broker" like Fidelity? >Fourthly you’re not even using a real fucking broker with exchange resting stops for the 1% occasion when the trade goes to -2400% Bruh, I'm using 500k of capital. This is my job, I'm at my PC and watching my position all the time. Putting a stop limit on the 1% chance that a Trump tweet or w/e can fuck me before the initial price spike settles down? Are you stupid? Do you understand how many times SPX spikes in these turbulent market times? My protection against this IS the fact that my credit received is so low that my strikes are far away that I can stomach a sudden spike, let the news digest, and decide if I'll eat the loss or if I can handle holding for the reversal. >Fifthly backtest any strat with a very high win rate such as this. The one time you get blown through it will literally take fucking years to recover. No shit captain obvious. Anyways - here's another 18k I made yesterday. https://gyazo.com/3b4c1a060ebfa1cf5e225367400eb6c4 You sound pretty confident - show me your gains from yesterday and I'll give you my critique. I'll wait.

mausmani2494

This is me bro. This is me from last 7 years. It does make me sad but recently I find a way to work with this instead of fighting against it. I have create multiple non essential items brokagr account and put monthly contributions there and invest that money. Accounts like vacation, hobby, next car, next PC build, home improvement etc. So far it's working for me.

intelatominside

Even if everybody drops consoles, Nintendo could still resell everything on PC through their own launcher.

Vlisa

Please I’ll take it for my PC. 🙏

TntFireball22

My PC is currently updating AMD drivers and it requires a restart. No wonder they shit them selfs.

Senpai_Slime

Bro i just want to build a PC that wont cost me 10k

Zikro

Microsoft seems to have pivoted more to Xbox as a Steam competitor than much of a standalone console brand anymore. Honestly i always look for subscription deals so haven’t paid full price ever but even now PC GP is only $15/mo which for a lot of people probably pays off - anybody that plays a broader selection of games of course. It’ll never make sense for somebody who just buys and plays one game.

ShittyUsernane1222

sir KG GCB PC FTS lord rug pullington of isle of gay man is going to arrive soon to civilize the rebel american markets with unlimited red candles

FidelityHelpMePlease

why is robinhood legend so fucking laggy on PC

AlvinLiao0729

This is the supply chain split playing out in real time. The Big Three shifted so much capacity to HBM that conventional DRAM physically shrank — DRAM contract prices jumped over 90% in a single quarter earlier this year, largest move TrendForce has ever recorded. PC makers don't have a choice, they need chips now and the Big Three are prioritizing hyperscaler HBM contracts over consumer DRAM. What matters longer term is once PC OEMs build procurement relationships with CXMT, those don't just disappear when the shortage ends. That's how you get a permanently bifurcated memory supply chain.

horsemonkeycat

Firefox plus Bypass Paywalls Clean .. no paywall on Android or PC.

Paul_Robert_

The fact that the RAM in my PC has outperformed SPY is wild

skylan01

I DCA but bias my purchases towards down days. I'm just buying what I plan to hold though, not trying to flip for 5-10% gains. I probably would have made more by just buying all at once but investing can be psychologically taxing and this makes me the most comfortable. I think im 3x the s&p over the last 5 years but I'm at 8% to the s&p's 11% year to date. I just got lucky with nvda when I couldn't find a gpu to save my life when I was trying to upgrade my gaming PC in 2020. Had no idea about AI at the time, just saw a company that couldn't keep up with demand. Without nvda I wouldn't have been so fortunate. I did sell some but only recently.

Reticent_Fly

You understand that AMD also makes CPUs right? Again... Your dumbass is focusing on the GPU in your PC. It's practically a rounding error.

Reticent_Fly

So many idiots here think this is about the video card in their PC

Reticent_Fly

Neither of these stocks are based off the PC market. You're focusing on consumer GPUs which are a very small percentage of both businesses.

Informal-Lime6396

The debate around Micron (MU) comes down to whether artificial intelligence (AI) has permanently altered memory demand or if we are watching a standard cyclical peak. Here is a breakdown of how fundamentals, valuation, and market positioning interact right now to answer that question. ------------------------------ ## 1. Analyze the Fundamentals High-bandwidth memory (HBM) is the core fundamental driver separating this cycle from past ones. * HBM demand: AI servers require significantly more bits of DRAM, squeezing industry supply. * Capex discipline: Profits depend on manufacturers keeping production low enough to maintain pricing power. * Margin expansion: True long-term thesis validation requires gross margins to stay elevated through typical downturn windows. ------------------------------ ## 2. Evaluate the Valuation Traditional semiconductor metrics often fail during extreme cycle transitions. * Price-to-Earnings (P/E): This metric looks artificially high at the bottom and deceptively low at the peak. * Price-to-Book (P/B): Historically a safer metric for MU, with buys occurring near 1.0x book value. * Normalized earnings: Investors must calculate average mid-cycle earnings rather than pricing the stock based on peak AI hype. ------------------------------ ## 3. Assess Market Positioning Sentiment and macro factors dictate short-term momentum regardless of structural shifts. * Crowded trade: Heavy institutional ownership in AI names creates sharp, volatile liquidations. * PC and smartphone demand: Consumer tech still consumes the bulk of standard DRAM and NAND flash. * Double ordering: Enterprise customers often hoard inventory during shortages, creating a false demand signal. ------------------------------ Which specific metric—like HBM market share or historical P/B ratios—are you tracking closest to time your moves? Let me know if you want to look at historical cycle timelines to compare against this current run.

vba7

Your phone, personal PC, pacemaker, your car, anything that runs doom Unclear law is made unclear for a reason

Formal-Option-4405

Most are poor, that's why. I could pay it easily too, but a gaming PC is far superior.

Joohansson

Tbh I could pay that for a really good console. My PC was $4k and smartphone over $2k. Not sure why everyone cry over $500 when they last for 7 years.

asdafari14

> Most of the US growth is in tech though. How many people have a smartphone, a PC, a netflix subscription etc.? Everyone. I saw a video of remote native people in the Amazon jungle, and one guy there had an iPhone. ([I Took an Amazon Tribesman to the World’s Most Futuristic City](https://www.youtube.com/watch?v=3ZP9BINzZf8)) Now, there are even 100+ millions who pay for AI and growing fast.

RoninSzaky

They really are and the beancounters at the top are doing everything in their powers to make sure both stay dead. Sony going away from physical and Xbox making a glorified PC? They are out of their minds.

Gullible-Log-4451

data centers are about to eat 70% of global DRAM by 2026, up from under a third in 2022, that's why PC makers are scrambling to alternative suppliers like CXMT for the first time. the AI buildout is literally forcing a supply chain fork between enterprise and consumer memory. does this mean CXMT becomes the de facto budget-tier standard, or do they eventually scale up to challenge Samsung/Micron on quality?

fastheadcrab

Demand destruction on gaming consoles, smartphones, and even consumer computers will have its effect too though. I'm sure some people will upgrade their phone or buy a new console or computer but others will wait an extra year or two before upgrading. This effect will put significant pressure on consumer facing hardware companies like Apple and PC makers. Microsoft might simply stop making Xboxes and be fine but Apple or more consumer heavy PC makers/hardware makers won't have that option. Hardware makers had previously signed long-term deals to help out Micron when RAM prices were really low and they were struggling. Now that the RAM makers are doing all they can to squeeze their buyers, I would expect many consumer companies to work really hard to find alternate sources of RAM because it is a matter of survival. They aren't charging $100k for a server with huge profit margins; an $800 smartphone simply will not be viable if the price increases to $1400 tomorrow.

Formal-Option-4405

Or people who got a new Gaming PC in 2024 (like me).

account-names

Use it on PC browser and use ad-block extension

No_Nebula_4025

They have their own TV shows featuring us. They use our phones, Alexia, flock cams, smartwatches, car infotainment systems, PC, TV, store card for coupons. And I bet bezos has commercials to fuck with musk. This week’s episode as the world turns “to shit”, we watch middle class families work themselves into psychotic neutered robots!