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History tells me ... eh, no comment.

Discussion in 'Stocks & Investments' started by kairo, Oct 6, 2020.

  1. Sep 5, 2025 at 6:33 AM
    99TacoDriver

    99TacoDriver Well-Known Member

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    OME 885x/5100s/LR UCA/3 leaf AAL/275/70/17 Terra Trac X-Venture
    i wasnt aware just how much power AI consumes. interesting video of the day.

    if a company is willing to scrap 70million in infrastructure at the blink of an eye


    https://www.youtube.com/watch?v=dhqoTku-HAA


    glad i switched my 401k allocations to most aggressive in US tech last year.
     
    GarlicFarts likes this.
  2. Sep 5, 2025 at 6:37 AM
    99TacoDriver

    99TacoDriver Well-Known Member

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    OME 885x/5100s/LR UCA/3 leaf AAL/275/70/17 Terra Trac X-Venture
    also of note is that these companies are setting up their own Nuclear power to have enough power to run these facilities...

    whats yalls favorite nuclear stocks?
     
  3. Sep 5, 2025 at 6:57 AM
    ace_10

    ace_10 Well-Known Member

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    I live in Loudoun County, VA. Electricity and water consumption are off the charts for datacenters. We have 200 built and another 150 in the pipeline.
    Locals don't want any more.

    $VRT and $OKLO are working on small scale on-site power.

    Problem here is that the datacenters are built right up to residential area. People have these ugly behemoths right in their backyards. Who wants to live next to a nuke?
     
  4. Sep 5, 2025 at 7:26 AM
    99TacoDriver

    99TacoDriver Well-Known Member

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    OME 885x/5100s/LR UCA/3 leaf AAL/275/70/17 Terra Trac X-Venture
    And unfortunately us peons have no say if they build one in our backyard.
     
    ace_10 likes this.
  5. Sep 5, 2025 at 8:29 AM
    TreeFortRichard

    TreeFortRichard Barcelona Red is the best red...

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    one week later...

    upload_2025-9-5_11-29-59.png
     
    tacoma_ca and calzonical like this.
  6. Sep 5, 2025 at 9:30 AM
    tacomakid96

    tacomakid96 Lions Not Sheep

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    Don’t overlook natural gas and natural gas storage companies, a lot of these data centers are going to be powered by natural gas.
     
    TreeFortRichard and JTFisherman like this.
  7. Sep 5, 2025 at 9:46 AM
    ace_10

    ace_10 Well-Known Member

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    More than a third of the world's datacenters are here in VA. And the totally-brilliant "Virginia Clean Economy" Act does not allow new construction of fossil fuel-powered power plants.
    It's a massive problem.

    Don't know if anyone follows $PSIX, but it's an interesting play for large scale backup generators, which all datacenters require. Here in Loudoun, there's talk of requiring Tier IV emissions compliance for all on-site generators (existing and future), which means massive outlays to comply.
    I've been accumulating $PSIX. Volatile, and only 34% float.
     
    enforcertaco91 and 99TacoDriver like this.
  8. Sep 5, 2025 at 9:48 AM
    99TacoDriver

    99TacoDriver Well-Known Member

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    OME 885x/5100s/LR UCA/3 leaf AAL/275/70/17 Terra Trac X-Venture
    oh i havent, EQT is my favorite
     
  9. Sep 5, 2025 at 10:26 AM
    tacomakid96

    tacomakid96 Lions Not Sheep

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    That is a big problem, going to push a lot of investment and jobs away from VA.
     
  10. Sep 5, 2025 at 12:10 PM
    TreeFortRichard

    TreeFortRichard Barcelona Red is the best red...

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    ANATOMY Of an EARLY EXIT...
    I love $LEU and got out at $87 from buying in the $30's...and thought I was a champ with a 2x bagger...well now it's OVER $200!!!


    I also go into $CEG on the same style play on the April Dip...I'm holding that @$232...over $300 now.
     
  11. Sep 5, 2025 at 3:00 PM
    TenBeers

    TenBeers Well-Known Member

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    Yeah.
    Good video. I find the whole AI thing extremely wasteful and still question the value that AGI (if it even happens for real) will be able to provide. Too much hype, some neat toys to play with, but no real game-changing results, at least not that I am aware of. Many of the short-term things people are using it for have been solved using much less expensive solutions, but this may just be because we are still experimenting and learning. It just seems incredibly expensive for what we currently use it for, and the environmental impact isn't being questioned enough. Sure, you can use nuclear energy and recycle water, but what about the heat being generated? There may be limited emissions affecting air quality and the atmosphere, but all that heat being generated just doesn't disappear. All so we can watch funny baby or sasquatch videos, or avoid reading all our emails.

    Anyway, I kind of liken it to how chips evolve. General-purpose compute has its place, but when you start looking at cost/benefit, many solutions go through an evolution of using FPGAs until you've got everything worked out, then building ASICs from the resulting design that are cheap and effective at performing the task at hand. Your fancy toaster doesn't have a general-purpose compute chip in it and doesn't need AI to do its job. I think we will eventually use AI in a similar way -- as a tool to get through a development phase, but unless the scale of the value delivered warrants it, the end product will likely have very limited AI, or at least very targeted and purposeful usage of it using smaller, purpose-built models. Right now people are throwing out their electric scooters and buying a cybertruck just to go get groceries.

    Don't get me wrong, I don't think the push is going to slow down anytime soon, and there's likely a lot of money to be made over the next several years on AI and adjacent stocks. But I think Sam Altman was correct in saying that we are in an AI bubble. Just get out before it pops, and focus on companies that have something of reasonable value to contribute to the ecosystem, or a reasonable business case for the usage of AI.

    Sorry. /rant
     
  12. Sep 5, 2025 at 3:32 PM
    TreeFortRichard

    TreeFortRichard Barcelona Red is the best red...

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    It's already replacing programmers. It's being used in science for pattern recognition/image processing for everything from medical scans, to blood work and environmental surveys for contaminants. It spots things in minutes (or seconds) it takes humans weeks to identify.
    Document parsing and summarizing is already being employed for everything from medical reports to social work. A worker visits a house and writes down notes and then heads home and types up a report...NOW you record your notes to an audio file and A.I. generates a full report output in the format of your liking in literally a minute. I know someone in the field and it's a game changer. You can literally see 10x as many clients in a week because previously it was almost a 1:1 interview to report typing correlation.
    Of course the people who are financially benefiting from prolonged report generation (hourly employees) are against it...and salary employees love it because they can see more clients and make a bigger difference.

    A.I. can go through all these records and look for patterns/signals of things that may have been missed. It's really an impressive way to assess data.
     
    tacoma_ca and ace_10 like this.
  13. Sep 5, 2025 at 3:40 PM
    ace_10

    ace_10 Well-Known Member

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    I was just engaged in a weeks-long battle with my county's building department over some deck plans.
    After carefully reviewing my email "conversations" with them, I am fully-convinced that I was going in-circles with AI, and it wasn't until I stumbled into syntax which kicked the process out of a loop and over to an actual human for review.

    We're dealing with AI much more than we realize, already.

    I had a frustrating experience trying to return Toyota parts to an online dealer in SC. They outsourced the RMA process to a 3rd party which used AI exclusively. It was a mess. Ended up disputing the charges.
     
    TreeFortRichard likes this.
  14. Sep 5, 2025 at 4:01 PM
    tacomakid96

    tacomakid96 Lions Not Sheep

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    We’re using AI at work on our surveillance cameras to spot personal protection equipment violations on people walking around. Shits getting freaky.
     
  15. Sep 5, 2025 at 4:15 PM
    TenBeers

    TenBeers Well-Known Member

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    Yeah.
    Not disagreeing -- these are all really valid use cases, and there are many adjacent use cases. These are likely using smaller models trained specifically for the use case that don't require a giant AI data center running a very general-purpose LLM, which is what seems to be generating all the hype. The coding use case is great and removes a lot of tedium, and we are using it, but complex systems still require an architect to figure out how to design and assemble all of the components properly (and properly prompt the AI to generate the required code). You can't ask an AI to generate the code for an ERP system (think SAP) and get output that actually works.

    The audio one is great, but it's trained on a large set of audio files -- not general knowledge. It can better understand accents and how to convert that to text much better and faster than we've been able to do before. The medical field is ripe for improvement, and there's a TON that could be done there -- but I don't trust big pharma to use it for the benefit of anyone but themselves.

    This is kind of where I was going with my rant -- there will be a LOT of valid use cases, and a lot of smaller, purpose-built models running, which will require infrastructure. Right now EVERYONE is playing and experimenting, driving demand -- but these experiments get expensive, and the payoff isn't always there. It's probably not going to slow down soon, but I think it will settle at some point. We'll have LOTS of smaller, purpose-built models running, but the general-purpose LLM's or even AGI will be more of a novelty.

    But, I'm likely wrong. Better go ask ChatGPT what it thinks. :D
     
  16. Sep 5, 2025 at 4:35 PM
    TreeFortRichard

    TreeFortRichard Barcelona Red is the best red...

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    Porn...inevitably it always ends up there...
     
    scootter82 likes this.
  17. Sep 5, 2025 at 4:36 PM
    theesotericone

    theesotericone Well-Known Member

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    70% of internet traffic ends up there. lol
     
  18. Sep 5, 2025 at 4:36 PM
    TreeFortRichard

    TreeFortRichard Barcelona Red is the best red...

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    They are getting very technically advanced with this. It's being used to spot people carrying weapons and flag them for a human to check. Nope, broomstick...nope, water bottle....yup, long gun, notify security.
     
    tacomakid96[QUOTED] likes this.
  19. Sep 5, 2025 at 4:41 PM
    TreeFortRichard

    TreeFortRichard Barcelona Red is the best red...

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    SO what is interesting is your company would do this to ostensibly protect employees, but in reality is the cost savings of injuries/osha etc. NOW what happens when accident rates are near zero? The insurance should get WAY cheaper, almost to the point where the surveillance company would guarantee success as a marketing technique. Injuries for PPE issues should vanish...
    Scale that to self driving cars...and you'll see why auto insurance companies are the biggest lobbyists against them...under the guise of "We don't know who is at fault"...aka we can't jack up insurance rates if accidents go down.
     
    tacomakid96[QUOTED] likes this.
  20. Sep 5, 2025 at 4:43 PM
    TenBeers

    TenBeers Well-Known Member

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    Yeah.
    *sigh*

    Sadly, you are not wrong. And it's probably gonna get way weirder than it already is.
     

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