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You're crazy if you aren't shorting NVIDIA right now
Poast new message in this thread
Date: October 10th, 2022 5:13 PM Author: Pale Casino Sinking ship, has a long way to fall (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45310619) |
Date: October 10th, 2022 5:15 PM Author: Pale Casino https://www.bloomberg.com/quote/NV3S:LN (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45310632) |
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Date: October 11th, 2022 8:24 AM Author: hairraiser ruddy spot puppy So GPUs are det? (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45313509) |
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Date: October 11th, 2022 2:20 PM Author: exciting seedy party of the first part really tough guy They have been det since the Pascal architecture unless you were trying to max out crypto earnings. Turing was gay for most other applications, and most of the 3xxx series that cost a fortune underperformed the 1080ti at actual gaming. Ray tracing also sucks the way it's implemented. Every demo I've seen looks worse with it turned on. If you don't game the 1660 is the best value card they've made in 5+ years and costs like $140 new. AMD kills them too if you have more than 2 monitors. Coverage of AMD cards is spiked with disinfo about "bad drivers," as if this company just perpetually hires the shittiest programmers to write drivers. In reality their drivers work as good as nvidias, even on Linux where every FAG claims you need nvidia. (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45315219) |
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Date: October 11th, 2022 8:30 AM Author: cerebral twinkling address multi-billionaire explain (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45313519) |
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Date: October 11th, 2022 8:33 AM Author: hairraiser ruddy spot puppy crypto is det, new generation GPU's are insane energy HOGS that require liquid cooling for diminishing returns. (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45313524) |
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Date: October 11th, 2022 3:55 PM Author: exciting seedy party of the first part really tough guy They are absurdly huge. You have to build everything else around them because they take up so much space now. The ATX 3.0 main selling point is that it helps you better cope with the power draw from the GPU. (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45315654) |
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Date: October 11th, 2022 8:46 AM Author: Talented liquid oxygen codepig Why? Are u saying soxl going below 5? I just bought some AMD and want to buy soxl at 7 (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45313560) |
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Date: October 11th, 2022 9:09 AM Author: carnelian buck-toothed gaping Why isn't it priced in? (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45313615) |
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Date: October 11th, 2022 9:12 AM Author: provocative flickering half-breed sneaky criminal Lol say what you will about their pricing but the results are staggering. The 4090 is producing frame rates like 2-3x the 3090ti. Even before the ray tracing dlss advantage. (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45313636) |
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Date: October 11th, 2022 9:25 AM Author: fighting soul-stirring azn Congrats. You get to play another shitty Call of Duty game with very incrementally shinier graphics (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45313673) |
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Date: October 11th, 2022 9:26 AM Author: fragrant brunch (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45313676) |
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Date: October 11th, 2022 10:37 AM Author: carnelian buck-toothed gaping That's meaningful to people. I'd neger do that, but millions of people would. Moreso, it opens up the ability to have reasonable frame rates/resolution on 180 or 360 degree view screens, which may end up being the real way we do VR (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45314012) |
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Date: October 11th, 2022 11:12 AM Author: fighting soul-stirring azn Bro, if you are long VR, you are short the actual physical world, which means your VR play is worthless (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45314182) |
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Date: October 11th, 2022 12:52 PM Author: carnelian buck-toothed gaping If you think this, your tech analysis skills are getting rusty (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45314702) |
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Date: October 11th, 2022 12:14 PM Author: provocative flickering half-breed sneaky criminal (Guy arguing that the graphics in 1999 are lifelike and that any updates will be incremental).
Play any game from like even 2014 and the differences are stark. The Witcher 3 which looked incredible then looks like horseshit now.
We also have so far to go in order to push VR at acceptable frame rates and pixel density. There’s a whole frontier left and you are being a contrarian dork. Nobody is coming close to Nvidia rn on this stuff. |
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Date: October 11th, 2022 12:23 PM Author: exciting seedy party of the first part really tough guy lol no. "ray trathing" as implemented is flame and the games with "great graphics" are flops. The #1 selling game is still CS:GO, and the graphics in new games aren't meaningfully better than that. (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45314545) |
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Date: October 11th, 2022 12:26 PM Author: fighting soul-stirring azn Name the last good AAA bleeding edge graphic requirements game (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45314566) |
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Date: October 11th, 2022 1:28 PM Author: exciting seedy party of the first part really tough guy It's not Elden Ring. It looks exactly the same as Dark Souls and you have to hack your drivers to disable vsync. (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45314886) |
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Date: October 11th, 2022 2:27 PM Author: exciting seedy party of the first part really tough guy (guy who thinks graphics in modern game are lifelike) (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45315255) |
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Date: October 11th, 2022 12:23 PM Author: chocolate native This has been true of every generation of new graphics cards for a very long time. (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45314547) |
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Date: October 11th, 2022 11:08 AM Author: Pale Casino There are zero games to push gpu demand
Most are heavily cpu bound |
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Date: October 11th, 2022 12:17 PM Author: provocative flickering half-breed sneaky criminal This is flat out wrong, but even so cpus are making big strides still, and eventually things will even out. (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45314523) |
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Date: October 11th, 2022 1:08 PM Author: Pale Casino Great analysis. Nvidia is still way overvalued due to crypto which is dead now (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45314765) |
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Date: October 11th, 2022 1:39 PM Author: carnelian buck-toothed gaping You act like wall street analysts don't know what the merge is. Literally 80 women know all about this. (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45314960) |
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Date: October 11th, 2022 1:40 PM Author: Pale Casino ? (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45314969) |
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Date: October 11th, 2022 1:41 PM Author: carnelian buck-toothed gaping Cnbc and bloomberg talked about the impact of moving to proof of stake on nvidia for weeks on end. Your hot take is a month old (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45314977) |
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Date: October 11th, 2022 1:48 PM Author: Pale Casino Lmfao at taking anything about crypto seriously, its all vaporware garbage (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45315026) |
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Date: October 11th, 2022 1:54 PM Author: carnelian buck-toothed gaping Is this retard schtick? (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45315059) |
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Date: October 11th, 2022 2:12 PM Author: Pale Casino 'Proof of stake" lmao we got a coiner here folks (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45315167) |
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Date: October 11th, 2022 3:41 PM Author: carnelian buck-toothed gaping Question still stands (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45315592) |
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Date: October 13th, 2022 8:47 PM Author: thriller indirect expression water buffalo To be fair,
IMPORTANT REMINDER: You're talking to a guy who has been a vehement nocoiner mocker "gullible cryptotards" for years...
...until he revealed, suddenly and with absolutely no proof and 100% "after the fact," very conveniently right at the height of the last crypto boom when all of the "gullible cryptotards" were crowing about how much money they had made...
...that SURPRISE MOTHERFUCKERS, he actually made a SHIT LOAD of money playing the crypto markets, after all! (Even though for years before that he had previously maintained that he would never touch that shit with a ten foot pole because it's strictly for idiots.) But to be clear, he's, like, infinitely x1000 million billion % smarter than anyone else involved in crypto, so of course he just casually dipped his toe in on a whim and made hundreds of thousands of dollars!
On a totally unrelated note, he's also a complete and utter faggot in political threads who is widely hated on XO. Odd case haha. |
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Date: October 11th, 2022 1:26 PM Author: chocolate native This is laughably wrong. (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45314878) |
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Date: October 13th, 2022 8:48 PM Author: thriller indirect expression water buffalo To be fair,
http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2#45327633 |
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Date: October 11th, 2022 9:25 AM Author: magenta spectacular roommate Gamers are willing to spend $1500+ a pop to be able to play Sony’s first party games 2 years late at 120fps (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45313666) |
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Date: October 11th, 2022 2:13 PM Author: Titillating Aquamarine Dingle Berry Hell Goys youre literally insane if you're not sppeculating (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45315174) |
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Date: October 11th, 2022 3:57 PM Author: exciting seedy party of the first part really tough guy AMD chips with integrated graphics look liek the future for people who actually want to play games on a PC. They can compete with playstation and whatever. Steamdeck runs on one, and I'm guessing it beats anything running ARM like the Switch.
They are getting shit on by Intel in the desktop area all of a sudden, and it's not just on the CPUs but the whole architecture. AMD can't get on dat PCI 5.0 tip fast enough. They also need a new hole to fit their chips into, and their existing chips won't run in whatever they put out that claims to compete with Intel. You can either spend $1500 on Intel + Nvidia (or maybe even an AMD GPU since they're not bad), or you can buy a $500 AMD chip that plays games the same or better. |
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Date: October 13th, 2022 8:20 AM Author: Talented liquid oxygen codepig Are u saying that Intel makes better computers than AMD? (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45324230) |
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Date: October 13th, 2022 12:33 PM Author: exciting seedy party of the first part really tough guy They make better CPUs at the moment. They shook off the "Core" legacy and moved on to a new architecture that pwns. There's no way to build an AMD rig that's faster than Intel in any meaningful way. (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45325516) |
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Date: October 13th, 2022 8:21 AM Author: Amber insanely creepy toaster personal credit line im glad i sold this shit but not glad i mostly used the proceeds to buy SOXL (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45324235) |
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Date: October 13th, 2022 11:26 AM Author: cerebral twinkling address multi-billionaire rtx 4090 sold out everywhere (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45325137) |
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Date: October 13th, 2022 7:31 PM Author: exciting seedy party of the first part really tough guy How many have been produced? Also a 4070 is a 4090 that failed a bunch of tests - is that sold out too? (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45327287) |
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Date: October 13th, 2022 11:34 AM Author: bright library Most of their revenue is from the cloud computing side
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Date: October 13th, 2022 12:28 PM Author: exciting seedy party of the first part really tough guy Is more than 0.1% going into R&D? (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45325500) |
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Date: October 13th, 2022 12:43 PM Author: bright library There is no "R&D" at any of these "firms" (if you go to their "address" there will be nothing there) (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45325569) |
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Date: October 13th, 2022 7:30 PM Author: exciting seedy party of the first part really tough guy Some firms get their engineers stole by competitors offering higher salaries. (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45327281) |
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Date: October 13th, 2022 8:04 PM Author: bright library No "engineer" has ever received a "cent" from NVIDIA - weird you don't understand this (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45327408) |
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Date: October 13th, 2022 8:24 PM Author: exciting seedy party of the first part really tough guy Ok you're right. The US and China aren't both trying to poach talent from Taiwan (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45327502) |
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Date: October 14th, 2022 8:59 AM Author: bright library I strongly doubt there is any "talent" in "Taiwan" (they just ship microchips from there but manufacture them somewhere else. If you had any knowledge at all you'd know where and by whom they are made) (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45329694) |
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Date: October 14th, 2022 9:28 AM Author: exciting seedy party of the first part really tough guy Dude I already said you're right. What's wrong with you? (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45329776) |
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Date: October 13th, 2022 1:18 PM Author: Pale Casino Which is a commodity (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45325744) |
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Date: October 13th, 2022 12:36 PM Author: coiffed turdskin will rebound on the back of the rise of zoomer/alpha generated synthetic media content. Every home will be a production studio cranking out insane content. (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45325531) |
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Date: October 13th, 2022 8:28 PM Author: exciting seedy party of the first part really tough guy No company that relies on gamers to move its products is a safe long term bet. (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45327522) |
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Date: October 13th, 2022 8:53 PM Author: 180 deep space fortuitous meteor Better to go with a 3090 or 4080? (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#45327669) |
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Date: August 23rd, 2023 11:23 PM Author: coiffed turdskin (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#46707808) |
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Date: March 4th, 2024 8:58 PM Author: fighting soul-stirring azn Was this Tommy? (http://www.autoadmit.com/thread.php?thread_id=5209669&forum_id=2\u0026show=week#47463287) |
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Date: October 25th, 2025 6:23 PM Author: AZNgirl asking Othani why he didn't hit 4 homers wat happpened, i sold my last shares at 190ish, happy for me
still own a bit via QQQ/SPY etc |