Thanks, I stand corrected. I guess at 35 times latest earnings it's more reasonably valued. Nvidia's growth in just the past year was stronger than I expected. At this level we need more nuanced arguments.
The next thing to explain the discrepancy between Nvidia's valuation and OpenAI's would be that Nvidia's monopoly position effective eats into the profits of the AI startups for the foreseeable future. Had OpenAI already been profitable, its valuation would have exceeded 86B.
> I guess at 35 times latest earnings it's more reasonably valued
If you are willing to just take quarterly revenue which I think is reasonable for NVidia, it is valued at around 40 times the current estimated earnings for this quarter which isn't too overvalued.
The bigger thing I worry about NVidia is not current earnings but the possibility that the earning won't last when either AI wave fades off or competitors enter the market leading to loss in margin.
Sadly it is 2024 now. Very few vehicles qualify for the tax credit now. The ones that do qualify tend to be the high end models that are hard to keep under the price cap—you need to special order the no-options model and hope there aren’t too many dealer fees. Good news for Chevy is that the Bolt qualifies. Bad news is that they stopped making it and no other Chevy made the cut.
This, but also because Covid is far more easily transmitted than the flu, measures like masks, hand washing, etc were actually highly effective at stopping the spread of the flu.
That, and how many unhealthy/vulnerable people just die on average week for no particular reason? Seems like at least some of those individuals should be cases of a flu/virus taking the credit for something that may have happened on its own regardless. Reminds me of these uncommon 'horror stories' of young people dying the first time they did a bump of cocaine - all of them had very serious underlying issues that they were unaware of to begin with.
I’m curious why you’re interpreting it as transmission was stopped entirely. Clearly that’s not what was meant given that the weekly deaths still were above zero.
> I'm curious as to why you're interpreting the "entirely" as stopping transmission.
You were replying to:
> Isolation during corona/covid prevented the transmission of disease.
Because transmission was the singular subject of the parent comment. You failed to include the necessary context to make your point clear.
> So link please?
Yeah, I’m not inclined to go find something like that for a claim I didn’t make. What I will offer is an analogy for why I have no problem accepting the claim to be quite convincing. If we were to put a filter in an air stream and observe that the concentration of 5 micron particles has been significantly reduced downstream of the filter, would we really need to be skeptical of a claim that the filter was responsible for nearly completely eliminating 20 micron particles downstream? While the effectiveness of this analogy is of course going to hinge on how well the arbitrary numbers line up with reality, I find the explanation far more likely than the alternative of some combination of gross, universal incompetence and conspiracy.
They do have adaptive pressure. 100s of millions of years of single cell evolutionary instincts live within our cells and the desire to survive. Being a multicellular organism is a relatively new learned behavior, and a human cell returning to that old mindset is basically cancer.
The only problem is that these individually minded (cancer) cells have every ability of your healthy cells and have basically stopped caring about the greater whole and care about themselves. Then they evolve at a micro level for their survival to fend off chemo, immune system, radiation etc. All it takes is one adapted/surviving cell to come back strong.
The sophisticated mechanisms for evasion exist because they have all the methods of evading your immune system that healthy multicellular organisms need to function and they multiply and increase their mutation rate to try new methods to survive and thrive.
I view cancer cells as single cells to understand their behavior with the adaptations of all the healthy cells returning to their “baser instincts”.
Source: Caretaker of a cancer patient and former cell bio major
If you're okay with it, could you expand/name the condition you thought you had, the actual one, and the medication(s)? Never know, might help someone else out
I'm a bit concerned about my privacy but the condition is herpes virus infection of the eye. The similar condition is Thygeson's disease. The drug in question (that I could not get) is called Viroptic which for some reason helps with both conditions (despite them not being related). Thygeson's is thought to be more of an immune system issue.
So if you've been diagnosed with herpes, and anti-virals don't seem to help, maybe you don't have herpes. If you do have herpes of the eye there are good drugs approved in Europe but not in the North America (though there are likely some approved drugs in the US which will still help - it's complicated).
I also have it linked to my mercury business account. Trying to find another free business checking account that works with zelle but this will do for now
I'm working on comparisons between redis and SQLite for object caching. So far things look favorable.
I did this project for WordPress, because object caching helps performance (and therefore carbon footprint) a lot and cheezy hosting services don't offer redis. But most of them have SQLite.
Oddly enough, SQLite is really slow on the one BSD hosting service I've tried.
Another variable that causes issues in the results is the effectiveness of the vaccine and the evolution of the virus over years with retained immunity.
For example:
A flu shot from years ago can protect against a flu from this year or in the future. So even if the flu vaccine isn’t effective in its current year, the immunity lasts for many years to those antigens. The strain of flu that’s currently dominant can fluctuate to newer or older variants. Controlling for this is even more confusing
Sure, though I don't know how helpful it'll be to you or others. I basically had to change my career to get through things long term, but I do have some day-to-day techniques I follow listed down below. Hopefully some of it is useful.
I was a developer for 4 years after college, but I noticed I was struggling way more than my coworkers and friends in terms of just staying on task in a long term project for more than a few weeks at a time. In the short term I was at least as good as most, but after a while things just became impossible to keep focused on. I constantly asked my manager to be given different tasks or parts of the code to work on. This wasn't terrible because I was useful in many different parts of our code base, but eventually there weren't any parts of our project that I was interested in, and I couldn't see myself being interested in any other role where I had to code for the majority of it. I ended up switching into Software Sales Engineering.
Sales Engineering is, for me right now, the perfect role because I still get to think and work on some technical stuff, but no project is longer than 2-3 weeks which is about right for my ability to focus. There is also a huge dopamine hit at the end of a project because there's a clear endpoint. I'm not one of the Sales Engineers who needs to 'close' I just need to build out demo projects for a client until it's deemed a 'technical success'.
Some short term techniques I've learned for my own mind in just being productive (these were a lot more necessary when I was a developer but I still follow these in some way):
* Change my physical working location every 2 hours (COVID has sucked for this, but going to coffee shops and libraries helps a lot)
* Drink 1-3 cups of coffee in the morning, and 2-3 cups of tea the rest of the day (I've had to experiment with timings and doses a lot)
* Keep a hand-written TODO list and keep my eye on it throughout the day
-- For very boring topics or in difficult times, literally write down the scheduled time blocks I will spend on specific topics
* Also in very difficult times, I TRY not to look at the computer unless it's to work on my required tasks. Internet to me is seriously more addictive than anything I've experienced
Sounds like exercise or maybe a dry sauna would be a cost effective non pharmaceutical way, short term increase in inflammation that results in a long term decrease in inflammation. Same thing with injuries and fractures but that’s more unrelated.
Using trailing PE shows an inaccurate picture for a high growth company so it makes more sense to just take the last quarter and project forwards.