Man I got a real bad feeling Stevens is gonna win.

G Elliott Morris@gelliottmorris.com · 15h ago

And now at +35 Gonna be a late one folks

Morningstar valuing SpaceX stock at $62... That's rough.

Listen to me talking about the weird Q2 tech earnings season and the AI bubble on this week's edition of The Register's Kettle podcast: www.theregister.com/ai-and-ml/20...

The AI bubble is already popping; we just don't know it yet

Weird times in earnings-land, and we're talking about it on The Reg's home grown podcast

theregister.com

16GB barely edges out 8GB here, which I find a little surprising. This might be a consequence of gamers becoming more convinced that 8GB isn't enough, and 16GB is a configuration available on most AMD GPUs and the "midrange" of RTX 40 and 50. Would've been nice to see more 12GB options.

VideoCardz.com@videocardz.com · 2d ago

8-core CPUs and 16GB VRAM become the most common Steam configurations

Now that we've heard more about the whole deal with Situational Awareness's former positions and Citadel buying them out, I wonder how much of today's and yesterday's movements had to do with that. The entire trading day was remarkably stable with big tech.

Well it looks like degenerate gamblers are doubling down this morning, Nebius is up 30%, CoreWeave and SanDisk are up 20%, and other stocks are up by high percentages as well. It'll be interesting to see if this lasts the entire trading day.

Matthew Connatser@matthewconnatser.net · 7d ago

And the S&P500 and NASDAQ close at around 1.5% and 2% down respectively. Nebius, Cerebras, Micron, CoreWeave, and SoftBank are some of the top losers at ~10% each, give or take a percentage point. People just ran for the exits in the afternoon.

Wild roller coaster to end the day. Really seemed like for a moment there that the indexes would be flat or even slightly up. Both the S&P500 and NASDAQ are back to where they were in April-May. I doubt the slide stops here.

Matthew Connatser@matthewconnatser.net · last wk.

Another tech meltdown today. We're approaching the point where lots of stocks, like Nebius and SoftBank, have declined by about half since their peaks in the past month or two. This slide definitely feels different than the previous ones.

Another tech meltdown today. We're approaching the point where lots of stocks, like Nebius and SoftBank, have declined by about half since their peaks in the past month or two. This slide definitely feels different than the previous ones.

Also gotta say, pretty funny that my portfolio is beating the shit out of the S&P500 and NASDAQ just because I've avoided big tech stocks. I'm up half a percent just today so far and all I did was pick random S&P500 stocks plus some bonds ETFs.

Matthew Connatser@matthewconnatser.net · last wk.

It is crazy to see companies like Dell down over 10% this morning, but keep in mind what it looks like compared to the past five years. We have a long way to go if this is truly a bubble, and the decline for AI stocks will probably take months and not just a day or two.

Another tech market meltdown to start the day off. It kind of looks like we may be in the middle of the bubble popping/deflating but I have a feeling there could be one final rally before the slide truly takes off.

Can't wait for this man to croak. A crime that he got to outlive my dad.

Aaron Rupar@atrupar.com · last wk.

RFK Jr: "Because of Dr Fauci's leadership and other reasons, we had the highest mortality rate from covid of any country in the world" #OtherReasons 🙃

My grandmother made it nearly to 90 despite multiple strokes and falls, a few of which occurred in her final year. And yet she never needed six weeks to recover despite receiving worse care than a Senator could get. He's dead and they're lying about it.

The Tennessee Holler @thetnholler.bsky.social · last wk.

They really think we’re all idiots

Yep, we're in a boring dystopia. No flying cars, no water wars, no free energy, not even evil AIs trying to take over the world. If ChatGPT is the singularity, we're just living in the most boring dystopia possible. www.businessinsider.com/sam-altman-o...

Sam Altman says we are in the singularity: 'This is the moment'

OpenAI CEO Sam Altman said he believes the technological singularity, the moment when artificial intelligence surpasses humans intelligence, is here.

businessinsider.com

He's just playing Democracy 4. He's clicking the policies that do good things and cancelling the ones that don't. It's literally that simple.

Helen Kennedy@helenkennedy.com · 2w ago

The wild eyed radical communist continues to destroy capitalism www.theguardian.com/us-news/2026...

Salmonella outbreak due to egg contamination, is the only safe thing to eat anymore Soylent Green?

This also only happened six months ago.

Caroleeena@caroleeena.bsky.social · 2w ago

The next time Tom Homan tells people to "just comply" with people dressed as police, remember that House Speaker Melissa Hortman and her husband Mark were murdered, and state Sen. John Hoffman and his wife Yvette were shot, by a man dressed as a cop who was not a cop.

Yikes, really goes to show there's 0 money in mathematics.

mr. TIM@timkellogg.me · 2w ago

the Dinitz-Garg-Goemans conjecture, a graph theory problem that’s gone unsolved for 30 years, was solved with this prompt

Turned on device isolation for my C5, hopefully the issue isn't so bad that it has to be completely neutered from any network at all. I can't imagine what Steve has discovered here.

@gamersnexus.bsky.social · 2w ago

Personally, if I owned an LG device with internet functionality, I would not connect it to any network. That's just my opinion/feeling on it after looking at some of this. We'll talk about why soon.

I told a family friend who bought in at the start just a couple days ago that he should probably get out and not hope for recovery specifically because the supply increasing would drag the stock down. I hope he takes my advice if he hasn't already.

🐔 Brian Bucklew 🐔 ₑͤ＞∿＜ₑͤ ∞🌮@unormal.bsky.social · 2w ago

oh man passing through the 180 day lockup gate is gonna be a fucking bloodbath lol

My alma mater (UTK) is suing Anthropic for patent infringement. If I was still a journalist, this could have been the first story where I could get comment in person. Oh well.

Well I just finished Trails in the Sky. Guess I'll finish Trails of Cold Steel... which I dropped like a decade ago right at the end. Just like I did with Sky Second Chapter.

I don't think this puts South Carolina in play but it would be hilarious if it did.

Aaron Rupar@atrupar.com · 2w ago

"I'm in" -- Darlene Graham tells Hannity she's going to run for the Senate seat her brother held

Korea saw the Nortel Index and wanted that for themselves. Insane levels of concentration.

Ed Zitron@edzitron.com · 2w ago

Fun fact! Two companies - Samsung and SK Hynix - make up 58% of the entire value of the Korean stock market. The reason their stocks are inflated are almost entirely because of AI data center capex. Retail investors are the largest buyers of Korean stocks this year. Anyway the fact isn’t that fun

Yea the CPU part of the N1X is not particularly good.

VideoCardz.com@videocardz.com · 3w ago

Surface Laptop Ultra with NVIDIA N1X matches 14-core Apple M3 Max in Cinebench 2026

There is a storm so intense in Knoxville right now that my Bluetooth headset is actually picking up the lightning and crackles every single time it strikes. Also I'm in the middle of moving. At least the guys moving the furniture are scheduled for tomorrow and not today.

Trump and RFK Jr. cooked up the parasite in a lab and unleashed it on America on July 4th.

Forbes@forbes.com · 3w ago

SEC filings show Taco Bell—and other restaurants—knew cyclospora posed a risk to their businesses and the public.

Cocksucker won't even be alive by then, why the hell should I care?

Aaron Rupar@atrupar.com · 3w ago

Sen. Eric Schmitt says he supports annexing Greenland because Denmark might be run by "radical mullahs" in 50 years

"We mishandled the Epstein release" says JD Vance. I usually don't believe anything he says but this time I'm giving him the benefit of the doubt.

The Tennessee Holler @thetnholler.bsky.social · 3w ago

🤷🏼

This is like if someone tried to pour a bottle of wine straight into your gullet, and when you try and tell them to screw off, they call you a killjoy for wanting prohibition.

The Guardian@theguardian.com · 3w ago

George Lucas likens AI sceptics to luddites clinging to horses and carts

"Where are you?" "10 AM."

Nicky 2@nickyflowers.com · 3w ago

permanent daylight savings doesn't go far enough