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Gravy Train

Burnt Ends
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Everything posted by Gravy Train

  1. Investors waiting for a party today on NVDA's earnings might wonder why the segment is flat today. Part of the AI sector's confidence was shattered this morning after activist short-seller Hindenburg Research released a wild report this morning on U.S. and Taiwanese computer supplier firm Supermicro. https://hindenburgresearch.com/smci/ In their report, Hindenburg Research alleges a history of accounting scandals at SMCI, a prior guilty plea of exporting banned components to Iran, and skirting sanctions through distribution partners to Russia, via three Turkish shell companies, among a Chinese state-run firm. Since the start of the Russia-Ukraine war, they estimate one components importer has received $46.3M worth of computer components from Supermicro. Supermicro delayed their annual filings this morning and have a 10:1 stock split scheduled for October 1.
  2. They finally did, by hybridizing all-the-things, dropping the V8, and issuing a new 3.4L twin-turbo V6 that spun its main bearings, eventually recalling 102,000 affected Lexus and Toyota vehicles. Somehow, the Tacoma and Land Cruiser are worse, with a hybrid 2.4L 4-cyl and failing transmissions. None of these vehicles will last to the benchmarks set by their previous generations.
  3. https://www.coloradoan.com/story/sports/csu/football/2024/08/26/colorado-state-football-tight-end-to-miss-2024-season-with-injury/74955129007/ TL;DR: CSU coach Norvell confirms starting TE Jaxxon Warren (UNT transfer) is out for the season from a recent injury. RS So DE Nuer Gatkuoth will miss the Week 1 game due to a turf toe injury.
  4. BA flies direct to Heathrow out of DIA now... it's fantastic. Also @crash_davis: I've been studying the same front range relo dilemma as you but have different thoughts on priorities, based on current impressions and development trajectory over the next decade or so.
  5. +1, and that smell's origin is well east from the county over. FoCo is my next destination and I'll learn to become a local Rams fan. Already marking down a trip for their game hosting Wyoming.
  6. ^furk. I'm expecting to get twice that figure for my 2018, but the realization sets in that it will take a lot longer and must be done private party. Also *ouch* with your state's use tax/registration scheme, based on MSRP. I'm gonna have to get used to that.
  7. I assume there will be a paid shuttle service from the MGM to AA that morning, though it needs to be really early to allow for time to enjoy a campus walk and the tailgates.
  8. It's a damn shame they removed the security checkpoints upstairs-- that used to be my fix for the massive lines downstairs at the main checkpoints. I assume DIA will be massively improved when all the construction projects are completed. Airport parking there still seems screwy, with all the recent vehicle breakins and catalytic converter thefts reported on site.
  9. That's a bigger indictment upon the FTC for failing to control 'consent farms' and domestic databrokers who are to blame for the bulk of on-shore spam calls we all receive with phone numbers harvested from applications, membership services, inquiry forms, and who knows what. https://www.businessinsider.com/consent-farms-spam-calls-robocalls-do-not-call-list-2023-8
  10. Steve / Gamers Nexus completely shreds Intel for their history of gaffes and sour culture, breaking down their timeline responding to the 13th and 14th-gen defects: Apparently Intel's subreddit moderator has been in damage control mode and moonlights as a reviewer/writer on staff for Tom's Hardware.
  11. ^TI finished their second Richardson fab in 2022 for 300mm wafer production, following the 2021 acquisition of Micron's fab in Lehi, UT, supporting 65nm and 45nm process: https://news.ti.com/2021-06-30-TI-to-acquire-Micron-300-mm-semiconductor-factory,-extending-TIs-cost-advantage-and-greater-control-of-supply-chain https://news.ti.com/tis-new-300-millimeter-wafer-fab-in-richardson-texas-begins-initial-production Four more fabs are under construction in Sherman, TX, as part of a $30B facility investment: https://www.ti.com/about-ti/company/ti-at-a-glance/manufacturing/sherman.html
  12. I had a pair of tickets to the Dallas show that was postponed from last year. Sad reality is to see legacies the moment an opportunity arises.
  13. Who's also staying at the MGM? I haven't checked with them yet on shuttle service to AA.
  14. I'm excited for Arrow Lake and feel like it's the right move to mainstream desktop architecture to compete with Snapdragon (ARM) and TSMC/Apple. It seems like Raptor Lake promised too much out of the gate and they had more time to get it right with Arrow Lake, despite the die incompatibility.
  15. Yes, private gun ownership was outlawed in 2012 and by 2018, the penalty for illegal firearm posession was raised to 20 years imprisonment. Now it seems as if dey shootin':
  16. TIL factory-fitted portal axles, a 9" wider track, and 7.9" additional ground clerance were offered on the 2017 G550 4x4². Those still command a hefty resale premium, rivaling late models of the Hummer H1, though the G550's numbers bests the Hummer's in every dimension except the bank angle. Also TIL only the 2006-model 'Alpha' Hummer H1 is the one to get, as it was factory fitted with the 6.6L LLY Duramax and Alison 1000 trans. All prior models had the 6.2L diesel and TH400 or 6.5L with a 4L80E.
  17. The Sentra is otherwise known as the 'smaltima,' while the Rogue is the 'taltima.'
  18. +1; that's not why Facebook is dying, and the article might make you reevaluate a whole slew of products-turned-shit for a motivation that could mean fuckall to you in the future, most certainly the common denominator driving their demise.
  19. It's on air right now, so that the rest of the SEC can understand the shitty officiating both programs escaped from.
  20. First day into SEC membership and the Alabama beat writers are already bagging on OU: https://www.al.com/alabamafootball/2024/07/goodman-between-texas-and-oklahoma-one-team-is-already-falling-behind.html
  21. Texas @ Alabama on the SEC Network now. BOMC gets around fast!
  22. Nah, that's my fault for stepping in as I'm curious what you cross-shopped it against and... oh my God, why does it have a beak?!
  23. One of those automakers dramatically improved their reliability through the 2000s while integrating modern technologies across multiple portfolios, ranging from ultra-luxury to ultra-performance (among the most reliable enthusiast and collector-owned brand in the industry).... ...the other continued to stuff a 16-year old 1GR-FE powerplant in their most popular SUV and retained the same U34x 4-speed auto in their two highest-volume selling compact and subcompact classes, from MY 2000-2019. I'll take note when we rename this place "The Whirlpool-appliance-car Thread."
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