PC

Leather-Dirt237

Dell is the second biggest laptop and computer company behind Apple in terms of revenue. They earned $15 Billion last quarter from laptop and PC sales Do you even invest or do research. Or just a smoothbrain coping about the success of a company that your echo chamber on social media doesn’t like? 

Reply_Stunning

[Nongshim Shin Ramyun](https://www.google.com/search?ibp=oshop&prds=pvt:hg,pvo:48,mid:576462891920709205,imageDocid:5263085638512037182,gpcid:8277842921780858174,headlineOfferDocid:14002755585360511908,catalogid:12582672057595685151,productDocid:4528006483533095582,rds:PC_8277842921780858174%7CPROD_PC_8277842921780858174&q=product&sa=X&ved=2ahUKEwjh1pv7sIyXAxUHh68BHaV5AUAQxa4PegoIAggACAAICRAG)

suoarski

Ok, my company paid $100,000 for our server. Most companies or people aren't willing to spend that much money on a computer, are perfectly fine with a $1,000 PC, but that does not stop money from being made by catering to a niche that is willing to pay top dollars for the latest and greatest tech. State of the art tech has always been ridiculously expensive, most businesses don't need it (why would a tradesman need AI?), but for others the rate at which projects pick up the pace justifies the cost.

boredandreddit

Everything we know is already priced in and then some. I looked into it last weekend. They release a new GTA once a decade. They have a market cap of 38 billion usd! GTA V sold about 230 million copies through its lifetime across 3 different generations of consoles and PC. Take away mobile gaming, gaming as a whole has not grown a whole lot since 2013. But let’s bullishly assume they will sell 300 million copies across the next decade. If we are generous they will be selling them at an average of about 75 usd a piece. This gives us 75x300 mill=22,5 bill usd. Out of those 22,5 billon they need to pay 30% in platform fees to Microsoft and Sony, less for pc, but at the same time the pc games are cheaper. In addition to this they will need to continuously update the game for releases to new generations and patch the game from time to time. At best they will reach margins of 45% for every game sold after taxes. This gives us 0,45 x 22,5 bill = 10,1 bill earnings in sales over a decade. Let’s assume that about 20 billion of the entire market cap of TTWO is tied to the GTA franchise alone. Let’s assume the margins for gta online drops all the way down to 35% with server, platform and maintenance fees. This means that each year gta online will have to generate about 3 billion a year from gta online annually for it to have payed back current investors after a decade of investing. GTA online have never generated more than 600 million USD per year which implies a growth of about 5x which they will have to maintain not only through the first year when the hype is at its peak but its entire life time. And then you still have about 18 billion on all the other assests. And those assets have not been all that good. They had multiple years of negative cashflow and managed to turn it positive only last year. Still if we take away SBC they only made about 400 million usd last year. If we strip away gta online this implies a pe of 18/0,4=45 on the rest of the business that does not include gta. This is all still really high considering zynga is really struggling at the mobile front and Konami more or less consists of only its nba franchise which already is as monetized as it can be, so I don’t see much further growth here. They can also publish a couple of dlc’s for gta vi which could help all this and I am not saying gta online won’t hit 3 billions usd per year considering Fortnite generates 5-6 billion, but my point is that the stock probably wont move much before we get some insight of when the new gta online will launch and what they are planning to do with it as a whole. They have to have some pretty ambitious plans for the stock to move considerably from here. Take into account that Sony and msft has pushed out next generation of consoles due to supply constraints and surging hardware costs there is a real risk we won’t see more than 1 other generation of consoles through the next decade. GTA V sold 230 million copies across three generations of consoles, while gta VI will only have 2 generations of plattforms to do it in which makes hitting the 300 million magnitudes tougher. TLDR: An insane amount of GTA VI is already priced in and it’s already priced in that this will be one of the biggest cultural phenomenons ever. GTA 6 will make ttwo an insane amount of money which already is priced in. The stock still have a lot of room to grow, but there is a whole lot of risks from here.

MrKrustySocks

Yo is this indoors, how fast is your ventilation cycling? Cleaning the PC internals must be a pain in the ass.

Finalshock

Dog have you seen GTA 5 online? They could release in a year with the PC launch and it’ll have a million concurrent players day 1

sciguyx

I have a suspicion that the hype and wait can’t possibly live up to the PC slop they’re about to release. I don’t think you’re pricing in a disappointment correctly

RedditCitizenScore

Careful the PC preorders are at 0%

Then-Confusion-3688

It seems alot. But I work for a company with around 100k employees and every god damn PC has Adobe :D. Never thought about that. And all suppliers also use it. So thats another 100kish.

eje0100

I am all set rocking an intel PC. Maybe in 2006.... AMD all the way!

MicahFunk

Did you keep details about every trade, like what was happening that caused you to get into each trade, why you held, and why you sold? You clearly have some trading skills otherwise you would have never made as much as you did. To me, this looks like you let emotional mindset get the best of you in trading. FOMO or diamond hands can kill an account. Go back to your strategy that was working. Take detailed records of each trade so you know what works and doesn't work in a setup. Don't try to hit a homerun with each trade. Take profits while in the trade so if things go sideways you might be able to at least break even. Use your trading tools to protect your trade (trailing stop, etc). These are all things that you already know, but sometimes it helps to be reminded when we get sucker-punched by the market because it's easy to loose our sense of where up ir down is when we're hit hard. That's your emotions kicking you. Trading is done best when you have the emotions of a 20 year old PC running DOS. 😁

scottiedagolfmachine

Love how PC Nike has gone and now it’s gone to shit. 💩 PC = shit.

creamgetthemoney1

Running the government like a PC game

itspsyikk

Yeah we downloaded it and messed with it just because. It's funny at the time we had no idea what we were doing was an actual legit IT opsec tactic. We took a PC that we knew we'd reboot that had no sensitive information on it and loaded it to see what would happen. (We were all 12/13 years old anyway, so even if our main machines got infected, the worst we'd lose was pirated copies of Photoshop and Eye Candy plug ins)

IreofMars

Windows pushing its own recommended drivers doesn't help but I think this is mostly just people who haven't been active in the PC gaming space for a long time regurgitating issues that were long ago solved. The initial guy I replied to admitted in another thread he doesn't really keep up with this stuff anymore, despite this he felt the need to say AMD drivers have issues???

brucekeller

Formatted my home PC. Forgot how smooth everything is because of the cloud and multiple drives. It used to be a whole ordeal back in the day.

music_is_gud

Omg Im just switching on my PC for this :dance:

BallinLikeimKD

My favorite YouTuber always praised Nvdia and as I was looking for gaming PC, realized it seemed to be the best. I bought the stock simply because of that and that same YouTube being early on bitcoin. Both of which turned out to be my 2 best investments.

Own-Recipe5908

That's not PC anymore. It's SI.

Apple2o

Little Timmy is NOT getting a new PC for Christmas that’s for sure, $9,000 for a 5090 on Newegg right now 😅

Salt_Contract342

Yahoo Finance on PC, obvs just a ghost in the machine

helix991

No one said that, and Dell isn't making their money from retail PC sales, this is services.

Own-Recipe5908

Hey, the PC term here is SUPER INTELLIGENCES.

steem99

I work for one of the biggest UK PC retailers and I can tell you with 100% certainty that the supply issues (mainly RAM and high end GPU's) are still very real and very much a pain in the arse. With no particular end in sight. Sorry.

SignificanceLate7002

https://www.youtube.com/live/Q5WyknJN3qY?si=hfG8PC7TeBSY4y4C

patrick_k

AI can set it up even for the technically regarded, and you can use Openrouter without any special PC as I wrote. If you have only basic use cases and can't be bothered then good luck with Zuckerberg spyware.

Angryferret

I'm not going to set all this stuff up for literally no gain that I value (you may have different values). I value my time over almost anything else. Not everyone has a high end gaming PC. It's like saying "why doesn't everyone just use Linux, it's more private blah blah blah" 95% of people just want to get stuff done as easy as possible. Muse is amazing for that, and I'm sure others will soon catch up.

LongAppointment5976

Selling my PC ram for cover SNDK losses :cry:

Rohat19

so now that memory is out it’s all about CPUs which PC part is next? which companies are making PSUs and USB ports?

SanDisk_Made_Me_Rich

Congrats to everybody building a solid PC before the AI memory & storage price hikes

jollytoes

Pedophile PC intelligence

DryBicycle5629

Yeah late 2027 release. PC version in mid-27

Paul_Robert_

Fellas, I have a wacky idea. So you know how you use a fan to blow air through a radiator for PC water cooling? Well, what if you spin the radiator instead! Need to get something like a slip ring, but for liquids instead. But this totally impractical setup could be fun!

Sam_Dave12

Just download an emulator and play the original on PC, the new graphics are lame

Dragonasaur

Let me rephrase/expand my original statement They're low quality in terms of materials and longevity No doubt the high-end shoes of each brand can be used by the top athletes, especially if the brands pay them You don't compliment the chef on their frying pan, or a photographer on their camera Also >**Kristian Blummenfelt** wore the [](https://triathlonmagazine.ca/gear/the-gear-that-helped-kristian-blummenfelt-to-olympic-gold-and-a-7-21-ironman/)[**ASICS Metaspeed Sky**](https://www.google.com/search?ibp=oshop&prds=pvt:a,pvo:29,mid:576462774851359463,imageDocid:16258302232240770129,gpcid:1653375389394286709,headlineOfferDocid:13761874783826100514,catalogid:10465080829768948087,productDocid:6018429518268905314,rds:PC_14632770321328065927%7CPROD_PC_14632770321328065927&q=product&sa=X&ved=2ahUKEwijofnc8viWAxUPkysGHaorIJUQxa4PeggIAggBCDIQBA) when he set the official, branded world record of **7:21:12** at Ironman Cozumel in 2021 [*https://triathlonmagazine.ca/gear/the-gear-that-helped-kristian-blummenfelt-to-olympic-gold-and-a-7-21-ironman/*](https://triathlonmagazine.ca/gear/the-gear-that-helped-kristian-blummenfelt-to-olympic-gold-and-a-7-21-ironman/) For everyday users who don't swap out their shoes at the beginning of each (which a lot of sponsored pros do), there've been many posts of ON shoes falling apart quicker than expected

l3onk1n

Like that "we're going into the PC market" story they sold to investors, but never to the consumers. Who da fuck focuses on AI when you have the "We'll give you 4 times the battery life on your laptop" sales pitch **right fucking there**

karl4319

90% sure this is the next step. 10% is nuclear strikes. 

Spac55

Check $DELL $SMCI $HPE also giving server racks. PC selling not much, check net gap, compare to $NKE $MCD $BA $PG $CLX $MO etc https://preview.redd.it/0uhtonru48qh1.png?width=1621&format=png&auto=webp&s=7d56b68e6f79b322aaa7b25d4b42544db802fccc

IdkAbtAllThat

That too. Since upgrading from free Gemini I've found so many uses for it in my personal life. Vibe coded an expense tracking app in like an hour. Have it build me scripts to organize and maintain stuff on my PC. I could have done this shit myself, but it would have taken hours, which means it would have never got done because I don't have half a day or more to sit around learning python. It's a tool. It's as powerful as you make it.

Utilize3372

Noone is affording gaming PC's ever again, big homie

Razvanell95

bro fuck AI, now I have to work harder to keep my job and I still won't afford a gaming PC

LankyGuitar6528

The productivity gain is real. BUT you DO NOT need to rent AI from Anthropic or OpenAI. There are options out there that cost just a fraction and are every bit as good. Right this very second I have a FREE model in my own basement running on a mid range consumer PC and those options are getting better and faster all the time. Better consumer hardware is right around the corner. The only need for these massive data centers will be for huge businesses, military and processing flock camera data. No idea if that's enough demand to justify the investment but I sort of doubt it.

Paul_Robert_

*car breaks down* Meh *PC RAM dies* NOOOOO!

Visible_Sentence_399

Spending 500 a month to have Claude, ChatGPT, Gemini, and Grok fused into one AI on my PC

GildongHong551

I'm not going to upgrade my PC, interest rates have become too high.

BeOnTimeJustOnce

Literally bro I wish I could update my PC without selling off my portfolio

ski0331

I just want to be able to afford a new PC without half of the money going to RAM. So let it fucking die

Chance-Albatross7809

I hope u mean PC launch, otherwise ur showering wayyyy too often

Visible_Sentence_399

I gave AI full permission to my PC so I now tell it something and it takes control and I just watch it start opening tabs and stuff lmao

Apple2o

That feeling when the PC I built for $6,000 is pushing like 15k less than two years later

spacegrab

But like you said I missed some gains, I think if I yolo'd all my options + stocks I coulda came out with like $600k+ if I had maximized and not diversified along the way. I got lucky that my $10k stash at $32 was pretty much the bottom. I've been trading for 10+ years and this is the biggest multibagger I've ever had lol. I also had 500 shares of NVDA at $12. I sold at +50% gains cuz it went up to $18 on the notion that PC gaming was dying and the stock wasn't really moving at all back then. Coulda had $4mil lmao.

sudden_aggression

The hardware has recently gotten insanely expensive but I think this is a short term thing- supply/demand will eventually sort themselves out. Running models locally has gotten relatively cheaper over the past year. The trends IMO are clear: * quantization has gotten much better and continues to improve- Q6 quants were the floor for quality a year ago, now people are getting good reasoning out of Q3 quants and Q4\_K\_M is currently seen as the gold standard. And some madmen are even running Q1 quants on huge models and getting usable results. This is only going to continue. * Note that quantized models put less strain on memory and bandwidth and so they're faster in addition to smaller. * MTP is here to stay and models are now building it in from the start. 3.8 is natively MTP. MTP has a bunch of compute/bandwidth constraints but the end result is faster models. * These same models are getting smarter while getting smaller and faster. Qwen 2.5 or 3.0 were dogshit models, 3.6 felt frontier level intelligent and it fits on a 24 gb card. And this was news from 6 months ago, everything has gotten better since. * I remember when the big kimi or deepseek models came out in late 2025/early 2026 and it was like "lmao, that requires like 200gb of vram and a threadripper with 3kw power supply." But now we can run really smart models on an extra pci x4 slot at the bottom of a linux server or a gaming PC. Completely peasant tier hardware getting what Anthropic was charging 100/mo at the start of 2026. Anyway, this puts a very painful cap on what Dario can charge for cloud compute because: * frontier models are deep into diminishing returns * yes, opus and fable are nice for doing insanely complex coding tasks and I love them for that * but your average task doesn't require you to keep like 5 million lines of code across 3 systems in context- 90 percent of tasks don't need it * 200W of consumer grade compute is enough to provide a person with round the clock agentic AI for pennies a week * claude cowork is an attempt to sell haiku levels of compute to the corporate enterprise as if it's some sort of gold plated fable tier product * normies will put claude into massively expensive compute loops solving simple tasks- fuck, even QA guys will do this

HeftyBox3580

Tropico II: Pirate Cove was a great colony PC game

Distinct-Race-2471

This growth isn't going to get saturated by LLMs that need a couple Gs to buy. I have a 5070 and a 5080, but most people don't want a PC just the sub. ChatGPT embarasses all LLMs. It isn't even close. I can run 120B models and it is still light years apart. Do I think there will be a flurry of movement to the edge? Yes! Do I think that will cause people to move away from the innovators? No! Numbers don't lie. https://preview.redd.it/imm2g8f0ojph1.jpeg?width=1080&format=pjpg&auto=webp&s=b88c3b76fb4418204223aec2bc18da08e4752a81

liquidtv78

Thinkorswim lets me know VIX is rising because the fans on my PC start to rpm up lol

Creative-Package6213

Agreed! From an enterprise standpoint it's just hard to beat their offerings, especially when it comes to refurbished PC's.

Electronic-Advisor72

PC makers and suppliers.

TechniCruller

Pulled out $7k on Friday to build a new PC and tempted to toss it all back in.

x7_omega

This is sellers' market, and in sellers' market 11% of supply is disposable. Others would get much higher margins, deeper order books, and everything would continue as before. SNDK is a swing producer: small market share, big leverage. You look at it as a buyer entitled to supply, which is a wrong viewpoint in sellers' market that has just abandoned the entire PC market with its demand for DRAM and NAND - Micron's consumer DRAM business (Crucial) just abandoned their whole market.

Simple-One-6705

What do you mean drive costs to 0? You still hung up on a small sample size of chinese "training" ? Or did you place so much faith in chinese hardware, your PC is now full chinese?

Far_Lifeguard_5027

Someone asked if using using models can be stopped at the electric meter (or at the PC level). Wth smart meters becoming common, maybe, who knows, but it would take a very sophisticated setup using oscilloscopes/CIA-level tech to determine if a PC was using an open source model. Maybe nothing won't happen, but in a future world where billions of hundreds of billions dollars were at stake by ensuring the U.S. only uses "tech bro" models, you can't dismiss that some 1984 type shit might happen.

Mangumm_PL

last time I saw this was when GTAIV PC release was botched

sleepyguy007

as a middle aged person here, wanted to share that a friend of mine 25 years ago, was buying up gaming PC parts on ebay since no one was bidding on auctions. he also yolo'd his life savings into intel a few years back and doesnt work anymore. I guess that shows you how to buy low in the face of chaos. I on the other hand was working in a factory didnt know what was going on until an afternoon break, and am still working today.

rckid13

The products I spend the most money on are probably the boring things I'm forced to use. Gas, utility companies, big banks (mortgage interest). If I invested in those I'd probably do pretty well but none of them are going to give exponential returns. My phone and PC are Microsoft, Google, Facebook, Nvidia, Dell. Those would have returned some nice gains. The clothing brands I actually like have all done terrible.

BrowsingLocally

PC or Android, take ur pick. No ads on either platform.

Morocier

I usually use old reddit on my PC. Whenever I log in on my phone the number of ads is fucking madness. How's does one even navigate this shithole like this?

Electronic-Warthog69

>no PC version for GTA VI Is Take Two insane? They're missing out on literally dozens of dollars after those fatties on r/pcmasterrace buy it in a Steam sale after pirating it.

ThaddeusJP

I got a new PC issued at work (dell pro 7) and this thing costs $2600. Last years raise was no where close to that because "Budget is tight and we dont have money for raises" WTFF

Trixles

PC Load Letter? What the fuck does THAT mean?!

mousepop321

It costs more then my gaming PC lol

YourPalJake

Yea, I just "hate watch" for these bs AI bubble stocks, mostly for hopium of cheaper PC parts next year when I planned a full new watercooled pc rig...

Ok-Board4893

> Takes time, effort, and risk. lol a few minutes and what risk? The trick is selling hardware when its not 20 years old lol But yea if the money doesnt matter to you then you shouldnt even consider using geforce now with its dogshit latency and image quality and just buy a powerful PC. Obviously thats out of the ordinary but my 4090 doubled in value since I bought it. Before that I had a 3070 for 3 years or so, I ended up selling that for 150€ less than I bought it. So still a very good deal

Redcrux

Arent computer viruses also software? It wouldn't be fully running on one PC only, it would probably set up a bot network to use a tiny amount of compute from millions of compromised PCs in a distributed way to make decisions

bye_stander

Because smaller LLMs can run on your PC too?

Utilize3372

So the unsaid endgame has to be to eliminate any meaningful home PC usage, no? I'm gonna own nothing and be delighted.

Beneficial-Age-9293

The "PC" as us rich people say.

Bubbabeast91

Were you bad with money, or did you just not work? I worked 20-25 hours a week during school from grades 10-12, and 40 hours during the summers. At 16 bought myself a new iPod and laptop and saved a couple grand. At 17 I built a top end gaming PC and saved more. And at 18 I bought my first car in cash.

TheBayHarbrButchr

I can’t build my own PC that’s for sure I need a laptop was thinking about mac mini but then I need a whole portable setup and I can only think of Macbook

Clackamas_river

Its the quintessential geek stock; EVRYONE growing up wanted more memory (MU) for each of their builds, along with killer GFX cards (NVDA) tons of disk (WDC). When SSD's came out and you could boot from memory - GREEN SHREK hard ons for all the PC builders. We grew up using their products.

DependentPangolin818

I am actually finished, imagine I am on my WFH PC browsing on WSB sub reddit. Over

Visible_Sentence_399

I have ChatGPT, Gemini, Claude, and grok running at the same time on my PC

truthhurtsyomama

When does GTA6 arrive on PC?

HandsomeWithHorns

Someone selling their PC for more 0dte spy losses

Yogurt_Up_My_Nose

it looks awesome I can't wait to buy a PS5 copy and a PC copy, then another copy when PS6 comes out.

MeYouThemEveryone

Waiting for PC release, but also tempted to start walking away from gaming altogether

Careless-Place-170

It's a fine line, you don't want too much saving, that's a recession. You don't want too much spending + borrowing, since that brings in way too much demand from the future competing for the same supply and you get inflation. I think a moderate amount of debt is healthy and good. The main concern now is that there is a bit too much debt, a lot of it is very hard to track (off balance sheet, via SPVs), and the underwriting standards got a bit too lenient (especially in PE / PC, which is again very opaque).

Visible_Sentence_399

Currently building a 2D anime girl AI to basically be Jarvis for my PC Giving her admin permission to all my Data so we’ll see how long it takes for her to download a bunch of viruses and destroy my 4 thousand dollar PC 🤌

version-two

Never heard of it. PC? And are you meming

Joohansson

Not a trade but was a moment I will never forget related to money. I had X bitcoins on a hardware wallet saved for many years, so I think this was maybe around 2017. Not worth that much back then but was all the money I had basically. One day I opened up the PC wallet connected to it and it said 0 BTC. In a few seconds I got this extremely unpleasant chill from feet up along the spine like my blood has left the body. Hard to describe but it was the first and last time I have ever had that extreme feeling of panic, helplessness, stupidity and anxiety. Thought I had been hacked and robbed. Turned out the wallet had changed the way the address is derived from the passphrase. So I only had to press a button import the address again and the whole balance was instantly restored. However took me a minute or so to realize. That was maybe the worst minute of my life. Since then I'm watching over my funds with extreme care. Never again.

dbgtboi

Yes and we also used to load up porno on 56k modems on the living room PC checking our backs every 5 seconds with heightened hearing senses Society advances and we dont do that shit no more

Basic-Initiative-298

These institutions are not PC bro.

IdkAbtAllThat

If I buy every single Bitcoin in world, what do I have? Nothing. If I buy every single Apple share in the world what do I have? A massive profit generating company with 10s of thousands of employees, dozens of factories, billions of dollars in IP and patents, billions of dollars in cash reserves, a phone OS, a PC OS, a loyal customer base, etc etc... You can see how these are two very different things... Right?

Lower-Condition-4104

Did you buy the dip? You didn't....\*Sigh\* Fool me once: shame on you. Fool me twice: shame on me. Fool me 657 times: throw away your PC/phone, never touch stocks/options again, and go play with blocks, crayons, and fingerpaint.

BureauOfSabotage

Gateway had the fun advertising. 12 year old me convinced my parents to go for a top spec PC for like $3500 in the mid 90's.

enc-nyc

My mouse clitoris stopped working, restarted PC but no bueno. Annoying as fuk.

shtoops

You must be nuts if you think Clarke doesn't care about 50billie a year. CSG is still a ~$50B business, commercial client is growing >20%, and it throws off a huge amount of operating income. Dell can be ISG-led strategically while still being one of the largest PC companies on earth operationally.

krisko11

TTWO is making some funny sh, because of their release schedule. Consoles first, then Online, then PC, right? Like they did with GTA 5

Punisher-3-1

This is wild to me, it hasn’t been a pc company in quite a while, not sure why people keep bring up PC like it was the 90s

Creative-Package6213

Ah yes because the cost of PC components aren't already expensive enough...

adithegman

Plus it seems like the leaks are in 30fps, which supports my hypothesis that it wasn’t likely a PC dev build