The entire day we bounce up off an upward trendline and form an ascending wedge, that trendline fails, big red candle down, immediately bought back up to before the trendline failed. What sense does that make?

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I didn't expect my 128GB of DDR5 was going to form the cornerstone of my retirement, but here we are.

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NVO will come back. Waiting for the pill form of weight loss. That will be the game changer but yeah it’s been slow mover

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The patients of the psychologist because they form the thoughts of the psychologist

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I appreciate you hearing me out and reading my ramblings. My reason for comparing adobe to youtube even though their end consumer is different (even though adobe still has tons of non-business subscribers, myself included) is that their subscribers are very sticky and likely won’t switch even if a comparatively more user & customer friendly system comes around due to the time and effort it took to learn the adobe ecosystem. not to mention that recreating the adobe suite would require an insane amount of investment, there are apps that do different bits and pieces but I haven’t seen a suite that is as well integrated as the adobe suite, the lightroom->photoshop and premier->after-effects workflow is very convenient and for someone who uses these programs for a living I doubt you’d be willing to give up that streamlined process for marginal savings and possibly more headache. I see this as pretty similar to Netflix’s content moat and Youtube’s scale and variability. Even if a competitor is compelling like say, Tiktok for example, the niche qualities it has can be recreated much easier than the qualities of the hegemonic company. All youtube had to do was add a scrolling short form video feed in the form of youtube shorts, but tiktok will never have Youtube’s massive scale and content diversity. This is the same thing for Adobe, which is primarily a work tool, and GenAI is somehow seen as a major threat even though all it does is create thoughtless slop. The thing is, Adobe can integrate the functional aspects of AI while these AI companies can not recreate the useful bits of Adobe without massive expenditure that would create a functional race to the bottom that destroys billions of dollars in value. I’m open to contrasting views on this because I still haven’t decided to pull the trigger on this but it definitely is a compelling play, most of my reservations are on their public perception as a shitty anti-consumer company but I doubt that matters all too-much. idk maybe I’m off base but we’ll see how it all plays out.

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Why does Burry sound like that in the podcast? He sounds zesty AF , he is in peak BER FORM , I might have to open puts

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I don't think he's wrong about glasses. I think glasses were developed as part of Metaverse, but as a standalone product, they have the best chance of becoming a huge market in future as compared to every other company's attempt at new form factors.

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Did metaverse take off in any shape or form?

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3 years is nothing though. I fully expect China to compete and surpass the offerings we have now especially since everyone is going nuclear with pricing. > last month unveiled its latest generation of DRAM, known as DDR5, in a direct challenge to its South Korean rivals. The Chinese group's products may be just three years behind the duo's, research firm TechInsights reckons. In 2020, the gap was more than twice as large. > Analysts at Citi expect CXMT to double its DDR5 production by next year, but its offerings still underperform those from Samsung and SK Hynix "in power consumption and form factor". Ok so they say about 3 years and they are already on ddr5 and ramping production up significantly. While form factor and power consumption seem Problematic right now there’s good reason to think by end of 2026 they will be mostly caught up or close to being caught up. They will probably become a major memory supplier in 5 years or less.

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Dude, the bible is full of people who´s good graces with god were described in the form of good fortune. And today such a fortune might very well show up in a bank account.

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