Why dont you stop complaining, and start investing?
because 20x forward revenue is too expensive
Rotton old party hack fucking die already
>>540861243Sell signal
>https://youtu.be/exmUlevMhNQ>lol
>>540861310too expensive for what? steel mill, sure. but modern companies are vastly more efficient than older ones and have commanding leads that others can't touch - why shouldn't ASML's P/E ratio exceed 20?
>invest while the market is artificially propped goyim
Bill Oreilly said he did not want to be remembered after he died.
>>540861243>rich people "let them buy stocks/I can understand why she got her head cut off for being this out of touch. These shills for the jews should learn to keep their mouth shut more often.
>>540861310Ok you can buy next year when its 19x forward revenue (and went up another 10%)
>>540861243So the market is about to crash...Billy needs your money for his Exit Liquidity
>>540861243isnt he a sex criminal?
>>540861596Correction wont happen until all bears are wiped away this includes Michael burry and Ed nigger zitron The fact they are still regularly paraded on cnbc means we have higher highs to go
>>540861596>So the market is about to crash...that was always the magats plan, then when all of society is desperate they will accept the epstine classes new society where you are all slaves
>>540861243All the Jew lovers got their talking points.
>>540861243I'm holding until it crashes next. Not a shot in hell all this money going into AI pans out well. Not when a single open source model can come out and nuke all the value. Or when a small local model can do 90% of what most people use the frontier models for anyways.
>>540861807>when a small local model can do 90% of what most people use the frontier models for anyways.have you actually used small local models? they lack general world knowledge (so can't be used for regular office work) and have low tps unless you get a $100k rig. they have their place sure but 90% of industry is not going to gemma4 or qwen and for a reason.frontier companies might or might not do well but AI itself will survive just fine, it is simply too much of a force multiplier - ask any software engineer.people think that just because AI is spiky it won't get better - that prediction hasn't been true.
>>540861243>Why dont you stop complaining, and start investing?>Just give all your money to blackrock anonFuck right off.
>>540861954Have you tried anything in recent memory? Because over a year ago sure you'd be right. But even shit like gemma 4 12b is far beyond what you're talking about.And yes I almost exclusively work with local models. Even have an agent I finetuned from qwen 3.6 moe to be less sycophantic.
>>540861954>>540862132Hell I even priced out for my workplace an ACTUAL rig to run the big qwen 3.5. The near 400B parameter model, and it's only around 20-30k even considering how bad ram prices are. Nowhere near the silly 100k rig you're talking about. And that bad boy would be meant to serve a whole team of coders.
>>540861954Wait I thought a bit mroe about what you're saying and I think I see where your misunderstanding might be. You think that maybe a small model is bad possibly because of a lack of experience with proper tooling or something? Or possibly you think "what most people use AI for" is coding?Because in that case yes, you're not going to run a whole project on qwen or gemma. But that's not what people are using it for.
>>540862132gemma4 is the first model that it is awesome local model in my book. I use it personally for sensitive work that can't touch the internet. but to compare it to Kimi K3, GLM-5.3 or Opus 5 would be ridiculous.>>540862179$100k is if you want good tps. yeah you can run kimi k3 on a $10k mac studio at 0.9 tps - what's the point? kimi itself is awesome, it's the tps that is killing you. I don't consider anything below 50 tps to be useful for regular dev work.
>>540861243Top signal. Sell. Sell. Sell.
>>540862334And at the risk or rambling on I also find it hard to believe that companies and software dev teams would be willing to pay the prices per token that frontier models charge either. Hence why my own workplace was wanting to know what it'd cost to set up our own functional system.But for some jackoff at home, or for a small non-coding office space a small to mid sized model on a dgx spark or some shit would be all they'd need.
>>540861491There are profitable companies trading at .5 forward revenue because market makers fucked themselves into a corner. Even if another company bails them out by buyout, I still make 500-700%. So why would I buy your shitty dinosaur company or chase your fomo?
>>540862334maybe I lack good tooling - I have only used local models with standard claude code/openwebui/opencode. and I have used them end-to-end (instead of having sonnet plan and then gemma execute or something). in those scenarios they are awesome for "wow, I can run this on my laptop" but nowhere near a hosted model (either open weight or closed)
>>540861243You can't put food on the table with a stock portfolio. Nobody who's hurting for cash is gonna take the time to invest and trade stocks when they have more immediate concerns about rent, bills and groceries gnawing at 'em.
>>540862371Yeah, that was my fault. I'm not comparing it to the big boys. I'm saying it does 90% of what people use LLMs for good enough that it's not worth considering the frontier models for it once the investor money dries up and they have to start actually making money.Sorry if I wasn't clear enough in my ramblings.And the tokens per second metric if I can be honest really only matters in a workplace setting. Mid to small models running on a gpu or a mid sized moe on an apu can still get fast enough generation, and that stuff isn't going to be doing agentic dev work (which is not want most people use LLMs for anways unless you're talking on a per-token basis I guess).
>>540861243>start investing?Invest in what? A system that wants to torture and kill me and throw my money towards people who help fraudsters and DEI people to steal jobs away from people who are qualified? Fuck off, the market will never see a dime of my money.
>>540861243I know you guys will dismiss him, but capital is not that hard to get in America and learning to invest it is a valuable thing to do and learn. Yes, the bottom could drop out too, yes, it's not a sure thing, but it's a consistent improvement over time even with dips and drops.
I did invest into Trump’s shitcoin and lost everything
Bill O'Reilly is the biggest Trump ass kisser out there. The worst aspects of boomer cancer
>>540862683Ya and not to mention he’s American
>>540862649no way anon
>>540862618>everyone who thinks bill oreilly is disingenuous doesn't investThese mental shortcuts you make are why you are consistently wrong.
>>540862514I'm putting my foot in my mouth I suppose. And we're looking at two different use-cases I guess.My entire point was that a dinky little local model can do everything except full on project-wide dev work perfectly well. You're going to struggle with anything bigger than a website with the local models I'm talking about and that's mainly due to context and memory constraints.But again I just don't consider full on project dev work to be what most people use AI for. They use it for far dumber and rudamentary stuff.
>>540862752any particular reason you're putting words in my mouth I didn't say or imply?
Isn't this how the great depression got started?OCCUPY WALL STREET
>>540861954>>540862179You can run a giant 280b model on a 5k machine at decent inference speeds
>>540862779hmmm, that's an interesting perspective and I agree with you that for local web dev work local models are fully sufficient.where I'm not sure we agree is "most people" - I think most corporate work is just boring "analyze this document and figure out any concerns" (requires lots of general intelligence) or "draft a policy for blabla" (hallucination risks) or "figure out potential customers in this niche in this geographic area" (requires tool calling - good web search) - and for all of those you are better off with a cloud model (not necessarily openai/claude - any "big" model on openrouter is probably good enough) than with a local one. local one also requires someone to support it - which pretty much nobody wants to do.
Because I've done it for years and learned that its only useable for the top 10% richest.10% yield from stock>4.000€=400€ not much to brag about, your wins also get taxed>4.000.000€ gives a very liveable payout on 400.000€ despite taxationIt's not a game for the working man unless you get really lucky which at this point gives better odds at blackjack.
>>540863068time in market is what matters.
>>540863294Taken inflation into consideration? It moves just like that. So if your green win is 3% and inflation is 4% and on top of that they tax my winnings..?Also the time spent reading and paying attention to the market and whatnot.Big bets for mostly certain low payouts.
>>540862579The better question that tanks the argument isn't "invest in what?", its "invest with what?"If you are poor and have $80 worth of disposable income a month to worth with, you can invest every penny of that in the stock market and still never make anything that amounts to much. You are, in fact, too poor to make any money. Anyone who says "just invest bro" already had enough money in hand to make that viable in the first place.
>>540863444inflation is much less than growth on average. and you really don't need to do much - just chuck money in S&P 500 for a couple decades and forget about it. it easily outpaces inflation+taxes.people really do make it. https://levels.vc/stock market beats housing market https://inflationchart.com/spx-in-home/?show_stock=0&show_adjuster=0/pol/ is full of doomers and it is why they never make money. I suggest you ask >>>/biz/ /smg/ for advice.
>>540861243>buy my bagsLmao eat shit
Sorry, I'm not a gambling degenerate. Everyone loses at the Jewish casino except the masters.
>>540863449fresh off the boat Uber drivers in Miami have money to invest. burgers have no excuse.invest in yourself - start by listening to Brian Tracy videos. https://www.youtube.com/watch?v=wEwBg1oCg1U
>>540861310Invest in the 3-B's. Beans, Bullets, Bullion.
>>540861441Exactly
>>540863449$80/month is kinda low, I manage around 2k/m making 50k/y~ I kept it in a checking account until I was 30~ and eventually my bank wanted to talk to me for being retardedthe money makes money and it adds up over the years
>>540861243stock market is heavily propped up right now and is due for a huge correction.
>>540864153Beets, Bears, Battlestar Galactica
already do. I make a killing writing options contracts. I average $1500-1800 per week on them.
>>540863588>inflation is much less than growth on averageOfficial inflation stats measure product prices from a selected basket of goods (that adjusts as consumers lower their standard of living), not the actual value of the money. If you use the M2 money supply, which gives you a better idea of what the sticker value of your stock really means, the stock market has been on an overall decline for decades. It's just that money's value is being eroded faster than "basket of goods" calculations would suggest.
>why doesn't everybody race to the federal reserve debt spigot like me? because somebody has to get robbed and inflation is a wild dog which always has to eat somebody for lunch, it will just eat the ones most apart from the debt emission system and currency counter feinting first
I like doing both! Am increasing both, simultaneously. lol
>>540866187official CPI stats are fake but you can't seriously draw a line from 1929 to today through WW2 and call it a day. SP/M2 is going up:https://fred.stlouisfed.org/graph/?g=JpB4
>>540861491A high PE ratio means the company is valued at a premium for how much money it makes. You only buy the stock because you expect the price to go up even further. Traditionally, you buy stock in a company with some expectation that it will increase in value, but also to earn a dividend from the profit it makes. A stock with a high PE ratio can't provide any dividend because it has low earnings. Buying such a stock is a risky investment since whatever growth the company will reasonably have is already priced in and it would increase in price even further if growth exceeds those expectations. Why take that gamble when there are stocka paying dividends and bonds paying 5% per year risk free?
>>540867174high and low are specific to an industry. what is low for SaaS is high for manufacturing. and you don't actually want dividends because they are tax inefficient, you want buybacks (oh no, Liz Warren will get mad at us!)
