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RickyMaravilla'sRightFoot

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Peloton is one of those cultish gambles that never make sense, where you either win a lot (if you exit wisely) or lose and never see a return, like ever.
Seems like it. It’s a somewhat popular company that I don’t think will disappear over night, but isn’t a game changer and don’t think it has much growth potential.

SOFI has been my go to for cheap short term gains. Maybe I’ve gotten lucky a few times but they actually make money and the price oscillates so predictably.
 

crzdcolombian

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Peloton is one of those cultish gambles that never make sense, where you either win a lot (if you exit wisely) or lose and never see a return, like ever.

I use Peloton at work and we have one at home because after covid I bought it for 1/4th the price on Facebook market place :)

It's just a regular fitness bike that you can get for $200-500. IT cost 3x more because it has a giant TV screen (a lot of them have giant TV screens)

What people like is the content. So you pay for that service (I get it free because of work) but it's not any different than the service Apple gives me. People love certain instructors..... but a bigger company can just steal them.

it was a niche Covid brand that is never going to be worth the same again. Everyone was stuck at home so they needed stuff to do at home. I made over 100k in comic book sales during covid. People went ape shit buying stuff.
 

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Honestly, everyone doubted these cash burning ride hailing stocks, but now the high interest rates if anything has stopped the subsidies and it actually seems they will be like a slightly higher tech taxi companies, which I support tbh.
 

Adriano@10

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Honestly, everyone doubted these cash burning ride hailing stocks, but now the high interest rates if anything has stopped the subsidies and it actually seems they will be like a slightly higher tech taxi companies, which I support tbh.
Yeah i ve been saying this from the get go....
Thing is if they end up paying fair salaries they ll just be taxi companies with slightly better margins...
Also still questions around licences and shit as in if they have to get taxi licences like traditional cabs had to get and if their drivers have to fullfill the same criteria as cab drivers how much higher will their margins be?
As so many things in tech part of the high margins comes from just ignoring rules that legacy companies have to follow.....

Anyways my lol was moer towards them reporting 500bps growth rather tha 50bps and having to correct it right afterwards their numbers were quite good either way
 

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Yeah i ve been saying this from the get go....
Thing is if they end up paying fair salaries they ll just be taxi companies with slightly better margins...
Also still questions around licences and shit as in if they have to get taxi licences like traditional cabs had to get and if their drivers have to fullfill the same criteria as cab drivers how much higher will their margins be?
As so many things in tech part of the high margins comes from just ignoring rules that legacy companies have to follow.....

Anyways my lol was moer towards them reporting 500bps growth rather tha 50bps and having to correct it right afterwards their numbers were quite good either way

I can see that them having a lot more network effect andbetter like scale, they will have for sure better margins than taxis ever did, but yeah agree to a large part.

These reactions to stocks btw remind me of the 2021 shitfest..
 

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I don't know if I should be happy, or wonder what the fuck is wrong with my picks that none of them are flying with all these fucking indexes hitting all time highs.

Also, this 1 trillion fucking buildup of infra will make the telecoms over investments of 2000s like fucking childs play. Do people not realise what this added capacity means?

Like, how much electricity does a single image creation (let alone a movie) take up? How much gpu is necessary? Do people not realise that even at current levels, 1-2% of total world energy consumption goes to data centers?

A single server consumes 100 to 600 watts of power, a large data center has up to 80,000 servers, and energy consumption can go upwards of 100MW, that's the entire electricity generation capacity of DJIBOUTI, a country of 1.1 million people, or 30% of its consumption.

That was before the Nvidia AI chips lunacy. Nvidia h100:

"Each H100 GPU, running at 61% annual utilization, consumes roughly 3,740 kilowatt-hours (kWh) of electricity annually. This is equivalent to the average American household"

"Mark Zuckerberg said on Thursday that by the end of 2024, the company's computing infrastructure will include 350,000 H100 graphics cards"

"Assuming that Nvidia sells 1.5 million H100 GPUs in 2023 and two million H100 GPUs in 2024, there will be 3.5 million such processors deployed by late 2024"


So NVIDIA chips ALONE, will consume as much electricity as Lithuania.

So if Data Centre energy demand grows as % of total, by 3/4 times, it will grow to up to 10%. USA itself rn accounts for 16% of TOTAL WORLD energy consumption.

Also hyperscalers require 100% of energy to come from renewable, but that will just have a waterbed effect where it will push the price of electricity through other means higher as these guys will buy all of the renewable energy.

Pure lunacy.

Also for most part AI applications are just very very new and we do not really know what will take off, but this overcapacity will make it possible in 4-5 years time to get insane GPU for peanuts and could commercialise alot of use cases..


so 2 things,


either play the renewable energy trade, or software/applications with long term view. Stay away from infra.
 

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brehme1989

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I don't know if I should be happy, or wonder what the fuck is wrong with my picks that none of them are flying with all these fucking indexes hitting all time highs.

story of my current portfolio :lol:
 

brehme1989

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the irony is that almost everything I sold at profit is still much lower now
 

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the irony is that almost everything I sold at profit is still much lower now
I keep clinging on with the hopes the rally will spread :lol:
 

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Adriano@10

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I think this will get more attention as time goes on


bloomberg as well, both today
Meh at least ai's usefull we re still wasting a shit ton of energy for shitcoins that have 0 utility other than gambling...
Dont think anybody will care...
Also side note the generall discussion around AI is currently so fucken dumb almost like 90% of people who talk AI have no clue what AI is.....

Also currently more baffled by whats happening with select shitcos still rallying most of my longs are doing just fine...
Cannot wrap my head around the likes of cvna mstr and other shitcos though....
 

brehme1989

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RPA is the future.
 

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Meh at least ai's usefull we re still wasting a shit ton of energy for shitcoins that have 0 utility other than gambling...
Dont think anybody will care...
Also side note the generall discussion around AI is currently so fucken dumb almost like 90% of people who talk AI have no clue what AI is.....

Also currently more baffled by whats happening with select shitcos still rallying most of my longs are doing just fine...
Cannot wrap my head around the likes of cvna mstr and other shitcos though....

I am not disagreeing, but if AI takes over from google, the amount of energy needed would be much higher than a simple google search.. At least for now.

and thats on top of these fucking crypto shitcos lol
 

Adriano@10

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Harsh cpi reading inflation heading the wrong way again....
Does not matter to the degens though....
This market needs some real pain

Edit it might very wellbe the right startegy though as the bet is that the fed does not wanna start a recession right before people vote for a president we ve seen it before....
It s not econoically smart neither is it the feds mandate but it is wahat it is and markets are obviously trying to force the feds hands
 
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Did you guys catch that helis towers update? ;D
 

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Everytime i see chipotle i feel like crying
 
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