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No Excuses

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About No Excuses

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  • Birthday 02/04/1990

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  1. Mike Pompeo was genuinely good as SoS on the issue of Uyghur persecution in China. Not all in the GOP care, but Pompeo made a series of good moves before finishing his term. Source: my exposure to the Uyghur community and their interaction with our policy makers through my wife who is Uyghur, and has family back home that was/is in the camps.
  2. Probably not. Maybe a correction, probably not even that. It’s boomer money rotating back into things like cruises, now that all the lame people in the world are ready to burn fossil fuels and eat overpriced food in floating petri dishes. Ex: Carnival and Exxon Mobil are up >15% this month. You’re probably watching a bunch of tech and growth stocks/ETFs which are taking a beating in this rotation. Going to see how markets do tomorrow, and if tech is still going down, probably buy the fire sale close to market closing. The best time to buy is when everyone is having a panic attack.
  3. The bears tried really hard to meme hyperinflation concerns into reality but looks they failed.* *at least for today lol
  4. The promise is there but I feel like this happened with Xbox at the last console cycle too: they make the beefier console (on paper), they release no good exclusives at launch, but there is the expectation that they will eventually and then the PS delivers far better exclusives for the duration of the console and Xbox can never catch up. MS has been buying up lots of high quality studios so let’s see if they actually deliver this time.
  5. The Bundy Ranch standoff should definitely be seen as a major catalyst for where we are today. Fox News went out of its way to legitimize the behavior of the militias. Probably radically spiked their popularity.
  6. The XSX has zero interesting games. I immediately regretted buying it once it turned out that the best game to play on it is Skyrim.
  7. This is actually the origin story of gender reveal parties. The lady who supposedly did the first one ever, used cupcakes or cake?? to reveal it. The logical endpoint for every new fad in America is blowing things up.
  8. I cancel every single person I am friends with who did a gender reveal. Judge them forever for being enormous losers.
  9. Jerome Powell could scream “INFLATION IS UNDER CONTROL” into a bullhorn and we would still get 50 CNBC and WSJ articles saying “is hyperinflation around the corner?????”
  10. Rule of thumb is that if the price is shooting up based on a rumored event, it will already be baked in when X event happens. And then the sell off begins. Although it’s also coinciding with money shifting from tech stocks to boomer **** that tanked in March 2020.
  11. GUH all around. Hope you CCIV folks locked in those gains. Lol
  12. It’s a little less than a year. When the Nvidia 30x0 GPU’s were announced, lots of PC people started selling their 20x0 GPU’s because the 30 series was much more powerful, and the cost was 1/2 of the 20 series. People expected large volume, cheaper costs, greater performance. What ended up happening was insane demand, scalpers and miners scooping most of them up, and now the 30 series is impossible to find at retail price. And that’s left the 20 and 10 series GPUs being sold over MSRP as well because that’s the best anyone who wants to build a PC can find right now.
  13. Decision to launch consoles in this window were made probably years ago. Since then, there’s really been two big constraints on GPU supply: 1. The growth of crypto mining and the preference for GPU’s 2. The explosion in gaming sales due to the pandemic. The issue really isn’t Microsoft and Sony. The issue is Nvidia and AMD not being able to meet the demand of all their customers. And they themselves are constrained since there aren’t enough semiconductor fabs to keep up with the explosion in demand. It’s much more likely that Microsoft and Sony expected
  14. Neera Tanden sucks and Manchin is doing the right thing by tanking her.
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