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Everything posted by boilerhorn
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Holy shit balls is Intel (INTC) Fucked?
boilerhorn replied to immamac's topic in Business and Markets
Agree @immamac. There is too much inherent value in the company. It's selling below book - which is wild. Random, mediocre fabs are priced above 2x book. Moving material through the fab with external customers will be key for that portion of the business and the recovery. Production of tip of the spear process technology in high volumes/high yields is non-trivial, which is why there are so few players in that space. The product side has seen reductions in market share due to competition from AMD and the Arm players - and MSFT has been aggressive in helping elevate the arm ecosystem. This year, we have QCOM, but next year, expect MediaTek and NVDA to deliver Arm products into the Windows Ecosystem. The performance is subpar, but the Perf/Watt is better. None of this was a surprise. All players have been impacted by NVDA's presence in Data Center / HPC. They've been VERY aggressive in finding ways to map just about every high-thread-count or compute application into GPU. They did it with Crypto in ~2015 and that has since migrated to ASIC. Now it's AI inference and training. We are seeing some inference-focused development in the market (Groq, others) that *could* reduce NVDA's presence a bit. Moreover, as model optimization research improves, the overall compute needed to train and infer yesterday's models could go down by orders of magnitude. Does that result in higher fidelity models or the next "killer app?" Who knows? NVDA's main advantage in AI/HPC today: software ecosystem. AMD and Intel are 1/2-1 generation behind there. The problem being addressed immediately - and the CEO mentioned it in his quarterly report - is that revenues have dropped ~20% since 2021 and staffing has increased by 15%. That's not a good combination and is being addressed by EOY, as per his public statements. -
All Encompassing Mortgage and Real Estate Thread
boilerhorn replied to UTPhil2006's topic in Business and Markets
That place is an abomination. Worse yet, it was recently remodeled. I cannot imagine how bad it looked before. Some other yellow (or red) flags: no closeups of any of the exterior amenities (pool, tennis court?) and that two of its major selling features: zoned agriculture and $3.7mm worth of macadamia trees. Regardless: sold -
Holy shit balls is Intel (INTC) Fucked?
boilerhorn replied to immamac's topic in Business and Markets
It's hovered around the Aug 8 pricing for the past 2 weeks, giving back another 6% yesterday. Lip Bu Tan, former executive chair and CEO of Cadence (EDA), resigned from the board yesterday, effective immediately. Tan joined in 2022 and was part of the board's M&A committee. https://www.reuters.com/technology/intel-director-lip-bu-tan-is-leaving-chipmakers-board-bloomberg-news-reports-2024-08-22/ -
What the SSA site says: https://www.ssa.gov/benefits/retirement/planner/whileworking.html If you are younger than full retirement age and earn more than the yearly earnings limit, we may reduce your benefit amount. If you are under full retirement age for the entire year, we deduct $1 from your benefit payments for every $2 you earn above the annual limit. For 2024, that limit is $22,320. In the year you reach full retirement age, we deduct $1 in benefits for every $3 you earn above a different limit. In 2024, this limit on your earnings is $59,520. We only count your earnings up to the month before you reach your full retirement age, not your earnings for the entire year.
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Just run the numbers, as @immamac said. I looked up my benefits from age 62 to 70 and normalized to $1k per month at age 62. Left columns show age starting SS and monthly $$ based on age started. Matrix on the right shows asset values based on depositing 100% into a fund that yields X%. For the cut-paste example, I chose 5%. You only "fall behind" in this example If you live past 90. If I have the energy, I will share a "blank" spreadsheet for those to try at home. Basic assumptions. 100% deposited into funding generating 5%. 0% taken out.
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Piling on CTJ's statement a bit. At least he's admitting he's in 19th grade. I keep getting older, but they stay the same age.
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Random comments on Bears episodes... Everything involving Willams seems forced. He's not charismatic. He slouches in important 1:1 or 2:1 meetings w/ coaches. Seems like he'll flounder at any setback. QB2, QB3, and QB4 are more interesting and compelling people than Williams. Rome and Kmet are interesting folks - more time should be spent there. The scene with Moore's $102mm extension was odd. He seemed disinterested. Everyone's body language was "off". And it seemed like they were extending him 1 year early and for crazy money. I guess I do not understand the NFL salary story any more
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This was awesome. Around 1:48, he comments that he's never been in a receiver room like this. Everyone is close and everyone truly cares. Receiver rooms tend to be filled with selfish folks, but I *thought* the receiver room at Texas last year was less dysfunctional than most.
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For reference...
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@ChiTownDoc - can you recommend Pizza for the unwashed masses and occasional visitors? Back in the late 80s, 90s, and early 2000s, Malnati’s, Gino’s, and Due were “go to” places. Even by that point, Uno had a chain feel (well, because they were a chain at that point). Took my kid to Malnati’s in 2022 and it had the chain, “pay the tourist tax” feel. What do you recommend?
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One (the only?) advantage of SamsClub is the Scan & Go feature. Scan all the shit you are buying as you are walking through the store; slide to pay; walk out of the store after the normal post-purchase interrogation. When the kids were younger, we’d shop at both, as there were some things worth getting at Sam’s - or that we could not get at Costco. Before self-checkout, it was a disaster. Slow checkout clerks serving even slower clientele. They added self-checkout (before Costco) and it was a god-send. Up until Sam’s decided to have 1 normal lane open. Then all of the slow clientele moved to self-checkout. Thankful for Scan & Go EVERY time I am there. Costco’s self-checkout can really suck at times, though, as they do not have the scanner gun as the default interface. So I have to unload all of the shit from my basket. At the 183/360 Costco, there’s a 99% chance on Sat/Sun that each self-checkout will be staffed. But you then have to suffer through the aforementioned hell.
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Dot. Not feather.
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[Harris+Walz] The 2024 DNC: TURN DOWN FOR WHAT?!
boilerhorn replied to Bullneck's topic in Cloak Room
I've seen this reposted on Instagram and FB a couple of times today. Probably related to what you are referring to. As has been already noted, there are many bureaucratic things required to retain said promotion. Moreover, folks typically retire at a lower rank because of the rank tenure requirements. Seems like the typical breitbart attempt to discredit the opponent, rather than offer why their preferred candidate is superior. -
I was enjoying the Purdue campus today, at a sunny and unseasonably mild 73 degrees. A couple of pictures I took on my iPhone 13. Not a pro, as you can tell.
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Yup. 4 year show cause is symbolic. He’s in the NFL for at least 3. Why not a 100 year show cause?
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Many companies (Dell is a perfect example) have a fairly conservative approach to RAS when deploying at scale. It keeps them in good graces with the enterprise customers, for certain. https://www.tomshardware.com/tech-industry/artificial-intelligence/faulty-nvidia-h100-gpus-and-hbm3-memory-caused-half-of-the-failures-during-llama-3-training-one-failure-every-three-hours-for-metas-16384-gpu-training-cluster In a prior job, we had a multi-tiered compute datacenter. Cheap/fast desktop-class computers for jobs we could tolerate redeploying (typically a major automated QA environment where jobs were typically 3 hours or less and easy to restart). More expensive, enterprise-class servers - slower clock speeds, slower (ECC) DRAM speeds, etc. - for multi-day jobs that may or may not involve some level of interaction along the way. And, people cost more than the machines and we did not want them to have to wait another 3 days on a restart. That excludes what the developer had on their desk, etc.
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Baxter is a man-child with an extremely bright future.
boilerhorn replied to TexArcher's topic in Football
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Flight disrupting assholes Thread of Shame.
boilerhorn replied to crash_davis's topic in Daily Texan
Traveled from PDX to IND vis MSP on 26 July. Flight from PDX was delayed and a "reasonable layover" could evolve into "might miss my connection." Claim for delay was that MSP was repairing a runway and only had 2 of the 3 available. Oh - Delta - which may or may not be relevant, as they were reeling from CrowdStrike longer than most others. In flight - WiFi and all - there are zero updates/changes to the schedule for my connecting flight. I figured everything would be delayed - with same runway issue. No updates to the departure, so I assume I have to sprint across the airport to make my connection. FAs are asking folks w/ > 40 min connections to stay put so others can exit and make their connections. About 30% of folks did the right thing. Most folks just take their time and seem flat-out confused. Anyhow, I finally deplane and hurry to the connection, only to find that it is delayed 45 mins. Well, hell. A basic piece of information - and one that computers are good at tracking and communicating - was not propagated to the Delta site or app. So we had folks hurrying across the airport only to get to their departure terminals to stand and wait - crowding the terminal area even further. PDX is a fairly well run airport, although I have seen them have a mismatch of TSA agents checking IDs vs. the number of scanners open - slowing things dramatically. I did not get to experience the full crappiness of MSP that some of you allude to. I still stand by my assertion that IND is one of the best run airports in the country. The relative ease of every step is astonishing, esp. when juxtaposed with ABIA. ABIA is just bad. -
Agree. Yes it was practice, but game awareness was missing. NFL tackling rules are different. Get up and make the official get it right. Take 2 steps to the endzone and then strut, flex, etc.
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[Special Moderation] Why I'm excited to vote Democratic this cycle
boilerhorn replied to immamac's topic in Cloak Room
I never vote straight ticket and never will. IMO, each of us should take that approach, regardless of how zealous we are, party-wise. It forces us to review each candidate, each issue, etc. For that matter, I never vote for someone who is running unopposed. Force that guy to show up and vote for himself I first voted in a presidential election in 1988, selecting GHWB. Was he perfect? No, but he was superior to the other options. After that, I took the “since I live in Texas, I am going to vote for the least crazy 3rd party for president” approach. In some cases, it was difficult to find, but Texas was going “R” despite my selection. I’ll spare everyone the duopoly concerns that motivated those choices, but we need choices. The Tea Party overtaking the R’s led to the likes of Abbott, Cruz, Paxton, Patrick, etc. These are a far cry from the R’s we all grew up with - “moderation” seemed gone. They ran off moderate Rs like Dewhurst, Strauss, etc. Were they perfect? No! But they had the capacity to listen and compromise. Politics today has evolved into a perceived zero-sum game of bitter rivals - worse than sports rivalries. And a cult of personality like Trump is the worst catalyst for something like this. His “drain the swamp” crap violates the basic tenets of Chesterton’s fence: know why the fence is there before you remove it. Sure, the spoils system is real, but understand the “how, what, and why” before declaring you are going to burn it to the ground. In 2020, I voted Biden. Trump is a risk to freedom. He is and will always be an autocratic megalomaniac. In 2024, I will vote Harris - Trump remains a risk to freedom. For every other position, I will assess. EDIT - that all said, I skipped over the obvious that Trump is a lying, cheating, woman-hating, white supremicist turd. -
Dude needs a speechwriter - and now.
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Those of us encouraging the trip are not waxing poetic about the cosmopolitan nature of Piscataway. Get in; get out. We are saying, "Go there for the game. Stay in NYC. Visit all of NYC. The UCLA/Rutgers game is a great excuse to see your son and catch a UCLA football game." The train trips between Boston and NYC are not that bad - for SBBriun's son.
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EDIT3: and bigger dumbass me hit reply to my own post - rather than edit. Time for me to step away from the keyboard.
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I'd do Rutgers, especially if you take a couple of days before and/or after to visit Manhattan - esp. if you/he have never been. Great place to visit, esp. in Oct. My oldest daughter did a college visit to Rutgers (she ended up going to UT). We stayed in Newark - trained to Manhattan and drove to Piscataway. I recall the trains running to Piscataway, but they were quite a bit less effective than the trains going to/from Newark. BUT - recall I drove to from Newark to Piscataway, so I might not have misremembered. If you are into jazz, Steve Smith (former Journey drummer) plays in the city a LOT and puts on a great show. He's playing on Oct 18 at Birdland. The "random" music scene there is fantastic. The normal tourist traps are also definitely worth it. EDIT: of course - I wrote all of that before I realized that you are traveling from SoCal. 5+ hour direct flight... And my recommendation was Rutgers for the ancillary entertainment - NOT the football
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2024 Presidential Election Thread - Let's keep the party going.
boilerhorn replied to bolverk's topic in Cloak Room
https://www.washingtonpost.com/politics/trump-harris-campaign-donations/2020/08/12/06eb1f0e-dcdb-11ea-b205-ff838e15a9a6_story.html Before he entered politics, President Trump donated $6,000 to Kamala D. Harris’s reelection campaign while she was California attorney general, campaign finance records show. Trump gave $5,000 to Harris’s campaign in September 2011 and $1,000 in February 2013. His daughter Ivanka Trump gave Harris’s campaign $2,000 in 2014, records show. Harris, now the running mate of presumptive Democratic presidential nominee Joe Biden, was California’s attorney general from 2011 until 2016 — when she was elected to the U.S. Senate. In 2015, the year Trump began his campaign for president, Harris said she gave Trump’s donations to charity.
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