quickthrowman

NVidia had $96B in revenue and $60B of profit in Q2 2026, both of which doubled or more from Q2 2025.

Intel in Q3 2026 had $16.5B in revenue and $3.3B of profit, and $13.7B and $4.4B in Q3 2025.

NVidia is doing much better than intel, people are selling bonds and junk bonds to buy billions of dollars of NVidia cards that NVidia is making 75% gross margins on. They’re making the kind of profits that would make a drug dealer blush.

I used Q3 earnings for Intel because NVDA hasn’t reported their Q3 earnings yet and Intel’s Q2 earnings showed losses in both 2026 and 2025.

My sleep doctor was skeptical that I had sleep apnea during my initial consult because I indicated I don’t doze off unintentionally, even though I told her I consume 1000mg of caffeine a day to manage the sleepiness. I did tell her I took intentional naps on the weekends.

My sleep study revealed an average of 39 apnea events an hour and now I have a CPAP and am sleeping much better!

You are describing a stock buyback. Issuing new shares is dilutive.

Buyback example:

There are 10 shares of ABC Corp, it has a market cap of $100. Each share is worth $10.

ABC corp buys back one share and destroys it, leaving 9 shares.

$100/9 shares=$11.11 per share.

Dilution example:

There are 10 shares of ABC Corp, it has a market cap of $100. Each share is worth $10.

ABC corp needs $10 so they sell one additional share which the board has authorized. There are now 11 shares.

$100/11 shares=$9.09

In summation, a buyback increases the value of each share and issuing more stock reduces the value of each share.

That’s a silly function, why even try to quantify that?

Yes, I would assume those are feminine names.

The closest English male names to your examples are Andre/Andrew, Simon, Nicholas/Nick, Michael/Mike, Daniel/Dan. Gianni is John, etc

Looks like Goldman assumes they’re leaking alpha if they let traders and bankers use AI. They’re probably correct.

Here’s how you’d set up just your furnace to allow a generator to power it in a permanent way.

For the transfer switch, you can use either a single-pole double throw motor rated switch for a 120V like a Leviton 1285, or a double-pole double throw motor rated switch like a Leviton 1288 for 240V. It must be motor rated.

You’ll also need a power inlet and a cord that connects between your generator and the inlet. Please buy a premade cable and the proper inlet, do not hack together a cord with two male ends aka a suicide cable that you plug into a standard outlet. Example of a safe setup: https://www.vevor.com/power-outlet-box-c_12116/vevor-30-amp-...

Wire the generator inlet to one side of the switch and connect the other side of switch to the utility fed circuit.

Label the switch positions so you don’t forget.

When the power goes out, flip your switch to the generator side, connect your generator to the inlet and turn it on. When the power comes back, flip the switch back to utility and turn off the generator. The center position of the switch is off and it’s impossible to backfeed the utility under normal conditions.

I’m not defending their analysis, I’m just explaining it. Their reasoning is that Amazon and Walmart resell products manufactured by others for a low margin of 3-5%.

I agree with you, I think it would be more fair and less disingenuous to compare the net income of Apple vs the net income for consumer facing operations of other companies.

FTA: 3) Retailer percentages are margin only as sales otherwise are pass-through

They’re only counting margin from Amazon’s retail operations since they’re reselling products manufactured by others and Amazon’s retail net margins are ~3%.

Apple’s TTM net margin on their combined products and services is ~28%

I don’t think I would ever stop laughing if I was driving down the highway at night and saw hello.jpg shining brightly from an LED billboard.

A datacenter needs electrical switchgear, UPSes for short term backup, generators for long term backup, and cooling equipment. All of these items plus the labor to install them (along with piping, wire, conduit) account for probably 90%+ of the cost of the buildout.

CAT sells diesel generators and gas turbine generators which are needed by every data center. There are two mature generator manufacturers in the US (Cummins and CAT) plus Generac (yes I’m aware of MTU/Kohler/etc) and their backlog is long enough that Amazon bought part of Generac.

Anthropic is the dad with a cigarette hanging from his lip while giving his child a lecture about the dangers of smoking.

> Especially the fact that TLS certificates that customers entrusted bunny now need to be revoked by the customers themselves. This detail was at the very last of the email I got and it was the only part I did not like, because it means customer secrets were indeed compromised.

It does not mean that at all, it’s sane risk management. There was an opportunity for someone to steal customer secrets so the safe thing to do is assume everything was compromised and revoke/reissue certificates even if nothing was stolen.

FWIW Kubota has 1100 dealerships that stock parts across North America.

I’ll leave it at that, I see where this discussion is going and I have no interest in taking it there.

> Crypto was supposed to be a solution to your government devaluing the rewards of your residual labor in the form of their currency.

There’s already a solution, use the currency to buy assets denominated in that currency. Crypto was not needed when bonds, stocks, real estate, etc exist.

There are hundreds of trillions of dollars in assets to buy whose value increase over time may beat inflation, I’m surprised you’re not aware of this solution.

0.5% of my net worth is in cash, the other 99.5% is in dollar denominated assets. Cash is a unit of exchange and a unit of account, not an asset.

Iceland isn’t a global financial powerhouse and it has a low population. My county has twice as many people as Iceland, the city I live in has as many residents as Iceland has citizens.

You can already buy tractors like that from Kubota, a company that has been around for 136 years. I would just do that and avoid the risk of the new company going under and being stuck without spare parts.

This company reminds me of other companies that rebrand an existing idea and try to sell investors on the idea that it’s a new thing. Directional boring becomes ‘microtunneling’ and some startup thinks they’re revolutionizing a mature product that has been around for decades, they improve the process slightly but it’s much more expensive.

> Sure, but the pizzeria charges less than $4 for delivery and don't want a tip.

The rest of the delivery charge is ‘baked’ into the price of the food.

> Also, why would those who pay to be there have to wait in line, but people who get paid by a third-party service to be there don’t? That doesn’t make sense.

The dine-in customers have not paid for or ordered their food, to do so they must wait in line.

The delivery driver is being handed a bag of food that is ready to go and paid for.

Many restaurants are already set up to accommodate online to-go orders. Chik-Fil-A has a separate drive-thru line for online orders, Chipotle lets people come up and get to-go orders that have been paid, same with Potbelly, it’s very common. It’s mildly annoying when you’re the one waiting in line but I don’t expect a delivery driver to wait in line to be handed a bag.

A restaurant with a physical presence with dine in service has a reputation to maintain, a ‘cloud kitchen’ food seller does not have the same reputation to worry about.

> Why are so many people commenting things like "I don't get why people use these services"?

Paying an extra $10-12 in tips and fees to have some courier a meal directly to your door is ridiculously cheap, a courier service would charge 4x as much for a similar courier trip.

Indeed, variable frequency drives for three-phase AC induction motors are available for single horsepower motors. A VFD rectifies the incoming AC to DC which then flows through a capacitor and into an inverter which converts the DC to quasi-sine (stepped) three-phase AC for use by the induction motor.

You can get natural gas powered chillers that compress the working fluid by burning gas instead of using electricity.

> My understanding is that he was raised evangelical.

Was that before or after he spent part of his childhood in a Namibian settlement called Swakopmund that venerated Adolf Hitler and the Nazi Party?

> Before settling in Foster City, California, in 1977, the Thiel family lived in South Africa and South West Africa (modern-day Namibia) in the time of apartheid. Peter changed elementary schools seven times. He attended a German-language school in Swakopmund for two years that required students to wear uniforms and employed corporal punishment, such as striking students' hands with a ruler.

https://en.wikipedia.org/wiki/Peter_Thiel

> Swakopmund was known for its continued glorification of Nazism after World War II, including the celebration of Hitler's birthday and "Heil Hitler" Nazi salutes given by residents.[12][13] In 1976, The New York Times quoted a German working in a Swakopmund hotel who described the city as "more German than Germany".[13] As of the 1980s, Nazi paraphernalia was available to buy in shops.

https://en.wikipedia.org/wiki/Swakopmund

A heat pump dryer is 4x as efficient as a resistive electric dryer which would reduce your operating costs by 75%.

My family’s lake cabin has the original 55 year old Honeywell bimetallic strip thermostats in every room and they all work.

I refuse to let my medical providers use AI to do anything, they can pay a medical scribe if they want someone else to take notes during the visit.

I’m not letting them experiment with AI when it comes to my medical care.

> And yea, we should be attacking even nuclear armed states if they are invading others.

I don’t think rolling the dice to see if a total nuclear exchange occurs is ever worth it and neither does any leader of a nuclear armed state (so far).

I understand that, I responded to a comment talking about the ‘environmental damage’ and was putting it in perspective. Again, it’s five hundredths of one percent of the land logged each year in Finland. It’s less than a rounding error.

What are the odds the permit that Google or their contractor failed to pull would’ve been granted? I’d put the odds at 99% given that Google purchased the land. It was inevitable.

300 hectares is about 0.05% of the area logged in Finland (500,000 to 700,000 hectares) every year. 89% of Finland is covered by trees. The land that was logged by Google was a plantation forest planted by humans. Google also owns the land and it’s likely known they plan on building a data center.