I’m supposed to rent a car with Avis next week…

Implicit in this prediction, is the assumption that AI data-center demand will continue that long.

I enjoy YouTube Premium being ad free.

I use YouTube Music for discovery. I hear about someone, I can immediately listen to everything they’ve ever done; Then decide if I want to buy it, pirate it, or never hear it again.

I appreciate my Google Play Music All Access introductory subscription more and more every year. Still $7.99

Netflix is almost required to say that.
They’ll still settle

That’s the message I got. It’s about how one person can trigger a breakdown of norms that takes decades to be seen.

Many would point to Rump. But it was started by Nixon. Perhaps Regan.

Nvidia has a current market cap of $5.2T (largest in the world) making it 7.6% of the S&P500. I’m sure that’s the point you were trying to make, but we aren’t talking about Nvidia.

If we assume Morningstar is wrong and SPCX realy is worth $1.8T, then it will become roughly 2.6% of the S&P. If they’re right, it’ll be closer to 1.3%.

In my 403(b) I’m 50% international, 40% extended US market, and only 10% S&P500. I’ve been expecting the AI bubble to pop this year, so I moved my money away from Nvidia and the Magnificant 7. It’s been good for me so far. YTD I’m up 14.2%, while the S&P is up 11.7%. Nvidia is currently only 0.78% of my portfolio.

I wouldn’t worry too much. Index only update every quarter at most. They won’t be buying in at the IPO.
It’ll also be a very small portion of their holdings when they do buy in.

In principle, yes.
But the problem here is that they aren’t fuckwits. They’re too clever for our own good.

Sometimes.
Usually it’s just the “homepage” or the “Startup page”, not the “New Tab page”.

I think Vivaldi is the only one right now, that lets you set an arbitrary New Tab page.

I also change the default search immediately with any new browser.
I switch browsers a lot, and there are close to a dozen defaults I change right away.

Don’t know.
I’ve had a little extension to make home and new tab be an arbitrary URI of my choosing.

It’s absolutely fantasy. No debate. So is Star Trek.

Actual science fiction is like the recent Hail Mary. Everything is based on literal real science, with maybe one “what if” kind of stretch.

Not everything, no.
That’s called fantasy.

Didn’t think of that
That’s very likely true

But it’ll be a great show to watch

eh… 60-70% chance I’d guess.
So maybe probably?

What’ll be hilarious, is when they file a class action suit to get their money back. That’ll be gloriously delicious

… Maybe EverQuest?
… Or Doom3?
I really don’t remember, it’s been so long.

Sorry… It got busy at work. I don’t care anymore