gehringer_2 Posted June 25 Posted June 25 6 hours ago, Deleterious said: The largest chip company on earth doesn't have a commercial fab business. Most chip companies don't have a commercial fab business. true, I don't really know the exact overlap between the two, but this research appears to be more fab hw process design than circuit/logic design -- as though it might be right up ASMLs alley. Quote
gehringer_2 Posted June 25 Posted June 25 (edited) a little good news for some locals: Quote Ford (F) was named the top mainstream brand in JD Power's 2026 US Initial Quality Study — the industry standard for vehicle quality rankings — for the first time in 16 years. Amazing given all the recalls. But the thing with recalls if is that you execute on them well enough, the customers tend to pretty much forget about them. Edited June 25 by gehringer_2 Quote
Screwball Posted June 26 Posted June 26 Maybe don't have recalls to begin with. These are the people who decided putting an automotive fuel pump submerged in the vehicle gas tank was a good idea. And many other documented design cluster ****s in the highest order as well - not only in the automotive industry - all in the quest for profit. That's how it works - every day - all day. Office Space and Dilbert doesn't do it justice. Quote
Deleterious Posted June 26 Posted June 26 So memory is the new AI bottleneck. On December 4th, 2023 I paid $117.99 for this memory when I built my PC. Today it costs $519. https://www.amazon.com/dp/B0BF8FVLSL Quote
romad1 Posted June 26 Posted June 26 24 minutes ago, Deleterious said: So memory is the new AI bottleneck. On December 4th, 2023 I paid $117.99 for this memory when I built my PC. Today it costs $519. https://www.amazon.com/dp/B0BF8FVLSL Yeah, i noticed that when i was considering doing a build this weekend as a goof. RAM is $$$$ Quote
gehringer_2 Posted June 26 Posted June 26 18 minutes ago, romad1 said: Yeah, i noticed that when i was considering doing a build this weekend as a goof. RAM is $$$$ ditto - needed an SATA SSD the other day and even the after market was up. Quote
romad1 Posted June 26 Posted June 26 1 minute ago, gehringer_2 said: ditto - needed an SATA SSD the other day and even the after market was up. Wait until Donald Trump and Baron are looking to do a fun project this rainy Saturday and they go to Microcenter in Fairfax and find out what his Tariffs are doing to the beloved father/son activity of building a kick-ass gaming rig with RGB cooling. Quote
romad1 Posted June 26 Posted June 26 1 minute ago, romad1 said: Wait until Donald Trump and Baron are looking to do a fun project this rainy Saturday and they go to Microcenter in Fairfax and find out what his Tariffs are doing to the beloved father/son activity of building a kick-ass gaming rig with RGB cooling. Quote "GODDAMN IT BARON! I told you to move those DIP switches!" Quote
gehringer_2 Posted June 26 Posted June 26 (edited) 5 minutes ago, romad1 said: Wait until Donald Trump and Baron are looking to do a fun project this rainy Saturday and they go to Microcenter in Fairfax and find out what his Tariffs are doing to the beloved father/son activity of building a kick-ass gaming rig with RGB cooling. and the Fool thinks all that has to happen is a few ships get to the Indian ocean and inflation is over. Edited June 26 by gehringer_2 Quote
Screwball Posted June 26 Posted June 26 Imagine everything in life revolving around Donald Trump? What a way to live. Micron locks in historically high memory prices for five years Quote
Deleterious Posted June 26 Posted June 26 Rumors of Starlink buying T-Mobile. Brb I need to trademark X-Mobile real quick. 1 Quote
gehringer_2 Posted July 9 Posted July 9 1 hour ago, Tigeraholic1 said: unfortunately, the pros who make the Treasury bond market don't seem to agree. No reduction in yields in the 1-2 yr range happening. Quote
gehringer_2 Posted July 14 Posted July 14 1 hour ago, Tigeraholic1 said: We'll see how long that lasts with WTI back up to $80/bbl Quote
Screwball Posted July 14 Posted July 14 IBM getting crushed to the tune of %25 today on earning miss. Quote
Deleterious Posted July 15 Posted July 15 13 hours ago, Screwball said: IBM getting crushed to the tune of %25 today on earning miss. Big Red? I see SpaceX is now about $1 above its IPO price. Quote
gehringer_2 Posted July 15 Posted July 15 21 hours ago, Screwball said: IBM getting crushed to the tune of %25 today on earning miss. the miss was what - 3.5%? Nuts. It seems if you make an R&D bet on anything other than AI the market is going to punish you a la Intel a couple of years ago. Quote
Screwball Posted July 15 Posted July 15 11 hours ago, Deleterious said: Big Red? I see SpaceX is now about $1 above its IPO price. $136 something as I type this. Don't remember the IPO price but retail couldn't get it until it was around $160 ish on IPO day if I remember right. Those who did are underwater now. Quote
Screwball Posted July 15 Posted July 15 2 hours ago, gehringer_2 said: the miss was what - 3.5%? Nuts. It seems if you make an R&D bet on anything other than AI the market is going to punish you a la Intel a couple of years ago. A little more on IBM. It was an early release which usually spells trouble as this one did. ‘We faltered’: IBM stock collapses after a grave warning about AI Quote
Screwball Posted July 15 Posted July 15 For fun and for those who don't have Twitter - Investing related from the scum that inhabit the cesspool of DC. So you don't have to click; Quote This AI just exposed the BIGGEST legal insider trading operation in America. A platform called GovGreed built a seven-layer machine learning system that cross-references every stock trade disclosed by every sitting politician against the bills their committees control, the campaign donations they receive, and the companies their votes directly impact. It scored all 540 politicians currently in Congress. And the numbers are crazy: 56% of every stock purchase made by Congress in the last 16 months was on a stock directly affected by a bill the buyer later voted on. That is 6,170 out of 11,016 total purchases. More than HALF of all congressional stock buys are on companies whose fate that same politician is about to decide. 343 of 540 Congress members actively trade stocks while holding access to nonpublic legislative information. That is 63.8% of the entire legislature making market bets with an informational edge that would put any hedge fund manager in prison. The AI identified 752 active "Triple Signals" in the current Congress. A Triple Signal fires when three conditions line up at once: The politician sits on the committee controlling a bill, they traded stock in a company affected by that bill, AND they received campaign contributions from that same industry. Bills carrying these insider indicators pass at 5.4 TIMES the normal rate. Now look at the individual leaderboard: - Nancy Pelosi's estimated portfolio sits at $194 million with a Greediness score of 98.1 out of 100 - Ro Khanna made 13,231 trades across 800+ different tickers - Michael McCaul made 32,302 trades and filed 6,670 of them late - Thomas Suozzi filed 86.4% of his trades late with an average delay of 396 days, meaning his disclosures landed over a YEAR after he made the trade And then there is Lisa McClain, the fourth-ranking Republican in the House. She has made 1,443 trades in three years, more than 98% of all politicians tracked. She violated the STOCK Act twice in a single year, disclosing up to $900,000 in trades months after the legal deadline. Her husband bought up to $250,000 in Elon Musk's xAI, which quietly converted into SpaceX equity before last Friday's $2 trillion IPO. The penalty for all of this? A $200 fine. The number of Congress members ever prosecuted under the STOCK Act since it passed in 2012? Zero. And the cruelest part is this: A bill to ban congressional stock trading was introduced in January 2026. It has bipartisan support. Over 80% of American voters want it passed. But Congress is sitting on it, because the people who would have to vote yes are the same people making millions from the system staying exactly the way it is. They write the insider trading laws, they exempt themselves from enforcement, they trade on the information those laws generate, and when they get caught, they pay a fine that is basically nothing. The AI didn't discover anything Congress was hiding. It just organized what was already public into a pattern so obvious that nobody can pretend it isn't there anymore. Nothing to see here move along and keep worshiping these assholes. 1 1 Quote
Deleterious Posted July 16 Posted July 16 Trump Media owns Truth Social and that is what Trump uses for social media posts. Truth Social is now going to sell early access to the presidents posts. Quote
Screwball Posted July 25 Posted July 25 Short story about a small town corruption scheme, and a good example on how "WE THE PEOPLE" get the big red, white, and blue American Dream treatment that Carlin told us about in 1991. Dateline Cornhole, Ohio; A nearby construction company wants to rezone some land for development. NW Ohio, population 18k city and 54k county. We are about 30s miles from the closest 4 lane highway running N/S or E/W. I only bring that up because of the bigger picture. To make and long and complex story short, think of an intersection (roads, both 2 lane St. Routes), and quadrants. One of those roads marks the city limits, so two quadrants are already inside the city, so they would be adding a third quadrant indicated by the perpendicular road. The space inside the proposed additions are spelled out by the usual parcels you can look up on county/city auditor maps. The two sides along the two highways are lined with homes, They probably don't pay city/property land tax because they are not in the city. Little over 30 homes. There is around 200 acres behind these homes they want to develop. It would be in everyone's back yard. Nice homes on the edge of town. Just so happens, these acres are owned by the big time builder around here that puts up buildings many of our small companies use to manufacture stuff for our big OEM's like the auto or appliance companies. He's built a bunch of what they call "spec" buildings around here over the years. Is there a need? We are 30 miles from a 4 lane. We already have places closing. The logistics suck this far inland from a major highway. Anyway, the Township would not approve a zoning change from agricultural to manufacturing. Not to mention the homeowners who are pissed off (they might pay taxes to the Township, not sure) so the Township would represent them. They don't want factories in their backyard. We are in the middle of farm country. This is what we do. Farm. So the builder went to the city, who immediately got on board, to annex this land into the city limits. Since these homes are in the same quadrant, they would go too, and the homeowners don't want that. Once annexed, the city will re-zone the land to manufacturing because the people have no say. None - zero. That's why he's doing it. One might think they have something in mind and maybe that's good for jobs. Or maybe they don't. The last building he did here was for an energy company. They send out crews to build infrastructure for data centers all over Ohio. I talk to the warehouse manager at my ****hole bar. There are only a dozen or so people that work there, most of which are on the road. They just need space to store things. Local government loves it because they get more tax money to stupidly piss it away. It's more complicated, but the basic facts stand. What a bunch of BS. If this goes through, the costs will find it's way to our taxes. Water, sewer, and I have to wonder...They same day there was an article about our Fire Department not having enough room and other things they need. That side of town is already not good for fire protection. None of it makes any sense. Other than $$$$ for the right people. Quote
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