Right on the day of China's EUV announcement as well.
>>107588160Maybe you should watch Wolf of the Wall Street or something. Speculation always affects stock prices it's not the end of the world or worth a a new twitter thread again.
USA is shitCHINA NUMBER ONE
wow, now what happens if you look at ytd?
>>107588572based and best album
CONDUCTOR WE HAVE A PROBLEM
>>107588572beat me to it
China didn't announce anythingReuters released a dubious, exclusive report
>>107588642>better than ok computernah
>>107589453It's a wumao thread. Stop trying to reason with the bug people.
>>107589490TELL ME ABOUT THE BUG PEOPLEWHY DO THEY DO THE SHILLING?
>>107589490Wow, Reuters work for China now? Thanks, nigger!
>>107588160What stage are we in?
>Completed in early 2025 and now undergoing testing, the prototype fills nearly an entire factory floor. It was built by a team of former engineers from Dutch semiconductor giant ASML (ASML.AS), opens new tab who reverse-engineered the company's extreme ultraviolet lithography machines or EUVs, according to two people with knowledge of the project.Fell for it again award. You can't hire chinks for anything you don't want to leak.
>>107590264i would say Greed
>>107588160don't worry bwos, in two weeks china will collapse
>>107588572After years of waiting nothing cameAnd you realize you're looking inLooking in the wrong placeI'm a reasonable manGet off my caseGet off my caseGet off my caaaaaaaaaaaaase
>>107590264somewhere between delusion and denial
>>107588160Isn't China's announcement based off of stolen tech anyway?
>>107590264Never understood this beartard chart or why the """"mean"""" is so much lower than the actual line of best fit or any sort of sensible moving average. But yeah sure, bitcoin will come back down to $700 any day now, just bury your head in the sand and pretend like the bull market never happened
>>107588160it is about the Oracle DC's funding debacle that gave a bad sign to the markets.Nothing to do with China.
>>107590746OP is a faggot.https://xcancel.com/shanaka86/status/2001448514287772002
>>107589484>rockslop
I did some math based to figure out the actual market size for AI.>Token demandHow much tokens does a person need? Reading speed is 5 tps, lets double that for a quick scan of the llm output. This gives 36k tokens an hour, and assuming you can do this for 7 hours straight, a person needs about 250k tokens a day.>Token costLooking at the top-10 models price cost per million varies between 30 cents and 30 dollars for a million tokens.>Estimated yearly spendingThe yearly spending of our token fiend would be between $27 (gpt-oss-120b) and $2700 (Claude Opus 4.5).For comparison, the average US consumer unit spends about $115 to &120 a year on cleansing and toilet tissue, paper towels and napkins.Pic related is the slightly more accurate version, where the token cost used was the sum of input and output cost.>ConclusionAlthough outliers exist, a significant amount of the demand can met for less than the cost of paper towels and toilet paper, even assuming a possibly unrealistically high rate of token consumption.
>>107590737The mean is not what the stock could buy/sell for, the mean is a hypothetical average of what everyone actually paid for and what its probaly worth.>A thousand people buy in early at 10$ and held since X years>A hudred people decide to get in at the next open price range of 10-100 (Usually the insitutional investors)>A few people speculate massively on where the price SHOULD end up based on the recent transaction volume, which can drive the price up or down in a very high risk high reward play.
>>107590989>How much computing does a person need?We should ration computing to no more than a thin client unless deemed necessary by a government office with licenses and in person computing power verification. Thanks for your attention on this matter.
>>107590989>Yearly expense of 100$Okay fineEurope+America is roughly 1 billion people, all of whom are reasonably rich and capable of paying anywhere between 0$, 10$ or 100$ per month based on a pareto distribution with an avg of said 100$ per year.That's 100B a year, max, for the entire market.>Current spending: 228B per year.every competitor by themselves is capable of saturating the biggest potential market NOW.Where's their 40% profit margin? Where's their userbase at? Where's their slowdown for a more efficient and cost-effective product?
>>107591082>Where's their slowdown for a more efficient and cost-effective product?Happening right now, Claude massively lowered Opus costs, likely by using DeepSeek Architecture, so did MistralAI and that we can verify they even use the same size.
>>107590991The decision to not sell is still a valuation in and of itself. Those early investors that bought at $10 are still choosing to be long when the price is at $100, and that should be factored in
>>107591101But its not. The graph only shows recent buy/sell activity because that's the way markets choose to display their stock course. Another issue is that you're unable to see wether or not the stock is being sold/bought by the same few speculators or if those early investors are selling or holding. so transactional volume could exceed publicly available stock without any early investor selling.decisions not made are always invisible, GDP is not an indicator of real economic activity.
>>107588160China's economy will collapse in two weeks though
>>107591082>Current spending: 228B per year.I'm also seeing figures of 400B on infrastructure for this year. In a market that is:>highly competitive>evolving all the time>increased efficiency, both hardware and software>potential for big leapsAnd what will happen when all the coding models are flawless. There is still a limit on the amount of software we actually need, and only so many languages to rewrite them in.
>>107590737>Chart devided into >Smart money>Institutional investors>PublicTotally off when it comes to Bitcoin with first wave adopters bring cryptograhers and liberterians, the Public bring the second wave and institutional investord now buying the top at 100K
>>107589756It's mostly 3rd worlders that want the Great Satan to fail.
>>107590706Stolen EUV tech? lol
>>107590989The stocks have priced in mass automation, if you're pricing them based on current demand then it won't make sense
>>107588160>announcementwhat announcement? do you mean that FUD article about some secret "prototype" EUV machine that produces nothing?this one? https://www.reuters.com/world/china/how-china-built-its-manhattan-project-rival-west-ai-chips-2025-12-17/nah, that's just FUD.>>107588642>>107589484>better than The Bendsno.
>>107588572I JUMPED INTO THE RIIIIVEEEEEEEEEEEER
>>107593313>The stocks have priced in mass automationMass automation of what? Automation of office workers? That market is limited by the humans in the loop. You can automate generating content, but the readers or watchers can only handle so much.
>>107593506Manufacturing aswell, robots are dextrous enough to do almost everything we do the software part just needs to catch up
>>107593474that song being 4/4 is fucked up.
damn looks like exactly what everyone said when micron pulled out of the consumer market came true ah damn
>>107588572In Rainbows >> Everything
