OT: Stock and Investment Thread
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Yup when I saw it below $200 had to get some more. AMZN is a long term hold for me. You can't have too much IMO
I hope you got more; up another 20% since your post last month. With it being up 74% YTD and 101% in last year, I recently sold 25% of my holdings. It quickly became my 5th largest holding.
So there was some good discussion a few weeks ago on this board about Warren Buffett. Well, the guy continues to kick *** over the short, intermediate and long haul.
From a Barron’s article:
“Berkshire’s Class A stock rose 1.8% to $784,957 while the Class B shares ended at $523.01, up 1.6%. Both are new closing highs for the shares. Berkshire’s Class A stock now is up 15.3% year to date, against a 3.2% decline in the S&P 500 index.
Berkshire now is comfortably ahead of the index for the past three, five, 10, and 20 years.”
From a Barron’s article:
“Berkshire’s Class A stock rose 1.8% to $784,957 while the Class B shares ended at $523.01, up 1.6%. Both are new closing highs for the shares. Berkshire’s Class A stock now is up 15.3% year to date, against a 3.2% decline in the S&P 500 index.
Berkshire now is comfortably ahead of the index for the past three, five, 10, and 20 years.”
Getting out of a business that is fundamentally changing and has had its issues or getting out before a crash?
BRK.B is part of my custom stock basket. Berkshire has done well over the years, but it shows how good Steve Wymer is (fund manager of FDGRX since 1997). He's beat Buffett by +500% over his tenure.
Will be interesting to see how the FTC reacts and if this opens up more activity in the M&A world
The new and improved FTC should let most M&A deals roll forward. Definitely much more than before.
My GLD futures continue to blow up. I will need to change contracts soon (sell March and buy May).
The best keeps getting better:
Nvidia announces Blackwell Ultra and Rubin AI chips
Nvidia announces Blackwell Ultra and Rubin AI chips
I've been working in a data center the past year on a project. The client is using these liquid cooled Nvidia chips. They have racks an racks of them being lined up with each one I was told costing in the millions. They cant build them fast enough. It's pretty cool to see how they are used. There are already rumors about new buildings going up to support them on the property.
This video talks about it a little around the 2:15 time.
Liquid cooling
One of the biggest advancements we’re seeing industry-wide is liquid cooling in the data center. This is a huge change from where data centers were a year ago, and—being in the midst of this transformation—it will mean data centers look and operate differently than they do a year from now.Unless you’re also a hardware person, you probably don’t care about liquid cooling. Most people just want more GPUs, and it doesn’t matter how they’re cooled. However, I would contend that the reason the end user may care about liquid cooling is that it allows us to deliver more GPUs and the latest NVIDIA GPU products that require liquid cooling.
In data centers today, you can’t fit the same number of NVIDIA H100 servers or GB200 Superchip compute trays in a cabinet as you could earlier GPU generations because of the higher power and cooling demands. Not only does liquid cooling enable more efficient heat dissipation of the latest chips, it also saves us the power that was earlier being spent on fans. The improved thermal efficiency and power savings allow us to be more generous with how many GPUs we can fit into a rack—which means more GPUs for our customers.
CoreWeave has a Liquid Lab where we conduct extensive liquid cooling testing, and we’re getting ready to deploy our first “small” liquid deployment of 4,000 GPUs. (I realize that might be a large cluster for some people, but for us, that’s a small cluster.) Gearing up for this deployment is something I’m personally really excited about. It’s been an impressive effort between the hardware engineers on my team, the server manufacturers designing the solution, and our data center partners.
By the end of this year, all our new data centers will be liquid-enabled. So, the next time the new NVIDIA GPU is coming out, we will be good to go, and our clients will get their clusters even faster.
Looks like they IPO this week. CRWV
Rev's of $1.9B in 2024. Which was up 8x yoy. Looking to come public at around a $35B valuation.
Interesting IPO. Looks like MSFT is their biggest customer.
So they are essentially a data center? A MDB type company? They've bought the GPU's, set everything up with the cooling and the like and now other companies will access their system for AI?
Interesting in that they bought the GPU's initially for crypto mining and then transitioned to AI.
They mentioned Checkpoint. I took a quick glance. 30x P/E.
Yeah, heard about Checkpoint before but never looked into it. I have been eyeing CyberArk which finally dipped a bit.
Yeah, because I wanted to do some buying this morning! LOL. Let's see what happens after Powell.
Jim Keller was critical of Nvidia's NVLink connecting CPUs and GPUs. Nvidia says they spent 10 billion developing NVLink but Jim Keller (most revered EE who designed systems for Intel, AMD, Apple, Tesla and others) said Nvidia could have spent 9 billion less if Nvidia used open source Ethernet. Nvidia's proprietary system can make them more money - Nvidia is never a value option. Keller has his own start-up but has said Nvidia had the best AI ship to date in the new market.
NVLink has also been cited for heat problems. Its like a race car that can go fast but the greater performance taxes the vehicle and lowers tolerances. Personally I'm a big advocate of not being and early adopter if it can be avoided
"The power implications of using NVLink in a data center environment are multifaceted. On one hand, NVLink can help reduce power consumption by enabling more efficient data transfer between devices. By reducing the need for multiple PCIe buses and other interconnects, NVLink can help minimize power consumption and heat generation. However, the actual power consumption of NVLink itself is relatively low, typically in the range of a few watts.
On the other hand, the increased performance and throughput provided by NVLink can lead to increased power consumption by the GPUs and other devices it connects. This is because these devices require more power to operate at higher speeds and handle increased workloads. As a result, the overall power consumption of the system may increase, which can have implications for data center cooling and power distribution."
Chip Designer Jim Keller Criticizes Nvidia's Blackwell Interconnect Costs
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The locations (data centers) I've worked at are owned by other companies but Coreweave is leasing the space for there stuff. I'll try and talk with one of the reps there and see what kind of information I can get out of them.
Here is another article I found on them.
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Coreweave has a deal with Nvidia where Nvidia will supply them chips for their data centers implicitly backing the company. Buy.
Not sure if it's a quirk in my E-trade mobile app(sometimes it does weird stuff), but my account was up another 1% in extended, but I don't see any obvious big after hour moves.
I do see futures up, but not by that much.
Edit: whatever it was, it's gone now. A little in the red this morning.
I do see futures up, but not by that much.
Edit: whatever it was, it's gone now. A little in the red this morning.
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In the green at 10:17.
Led by housing associated stocks. COMP, Z, UWMC.
Led by housing associated stocks. COMP, Z, UWMC.
I can confirm that Robinhood is offering futures bets for the NCAA tournament. To me this is kinda huge as they can steal market share from the casinos.
Took Purdue for $77 to win $100. High Point getting a lot of upset special love for some unknown reason.
Took Purdue for $77 to win $100. High Point getting a lot of upset special love for some unknown reason.
Sold some META $607 but placed limit order to buy at $590 with larger quantity. Brought some more UNH and BDX.
First time I’ve ever really paid attention to this thread. I’m amazed at how many people here seem to be doing all this daily trading. Are these like your play accounts on some app or are you all actually managing your money day in and day out?
Sounds good to me! I bought the HOOD dip. Back in the green with that position.