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basiccalendar74

92 karmajoined 10년 전

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basiccalendar74
·8시간 전·discuss
can you show the math for your last statement?
basiccalendar74
·2개월 전·discuss
it is only "right" statistically as in conforming to the same distribution. but there is no guarantee of exact same output.
basiccalendar74
·8개월 전·discuss
A large cap stock increasing by 6x is not "unlikely to be achievable".

Apple went from 1T to 4T valuation in just 6 years. why did Apple not award 500 billion to Tim Cook for this achievement?
basiccalendar74
·9개월 전·discuss
by 'allocated', I mean allocated during the purchase decision. not that money is sent to respective company.
basiccalendar74
·9개월 전·discuss
Passive investing is not an issue, but the default bias towards large cap equities like SP500, Nasdaq100. Passive investing through total market ETFs (like VTI) maintains the status quo.

For example, if they are only two companies, say with 1T and 4T market cap. If one invests 5M into a total market ETF, 1M is allocated to company A and 4M to company B. But since company B is 4x bigger than company A, the upward price pressure is the same for both companies.
basiccalendar74
·12개월 전·discuss
Yes, the renewals are included
basiccalendar74
·12개월 전·discuss
curious how much of the growth is solely due to renewals since the cap on first time H1-Bs has stayed the same at 85k per year.

the green card queue is severely backlogged for India (and to some extent China, Mexico). this causes people who would usually get a green card after 3-5 years be on a continuous H1-B renewal cycle every 3 years.
basiccalendar74
·작년·discuss
This is normal for most state border in India. They mostly inspect commercial trucks
basiccalendar74
·작년·discuss
yes, it was in the 90s last August.
basiccalendar74
·작년·discuss
Deepseek v3 needs 16 H100s or 8 H200 GPUs for inference.
basiccalendar74
·작년·discuss
it is 23% of total energy. if you consider only acceleration energy, it will be much larger percentage, probably 80% (as in electric cars).
basiccalendar74
·2년 전·discuss
you can add an '/s' at the end next time to avoid ambiguity. :)
basiccalendar74
·2년 전·discuss
this is a well-studied tradeoff with immigration. high-skilled immigration helps US economy and innovation but low-skilled immigration depresses wages for citizens. you are making this distinction for a narrow case i.e. tech.
basiccalendar74
·2년 전·discuss
yes
basiccalendar74
·2년 전·discuss
you invest in companies that would be biggest market cap in future.
basiccalendar74
·2년 전·discuss
RSUs are treated as cash income at vest and taxed at same rates.

Stock buybacks benefit general shareholders (i.e. beyond employees) since they push up stock value without causing a taxable event. The alternative is dividends which are immediately taxed.
basiccalendar74
·2년 전·discuss
Nvidia was a $750B company in 2021 (pre-ChatGPT). Cause of gaming and all of pre-LLM machine learning using nvidia gpus.
basiccalendar74
·2년 전·discuss
you are comparing a sedan and suv though. byd seal is a better comparison to model 3
basiccalendar74
·2년 전·discuss
you can sell index funds and buy stuff. you will mostly be ahead of inflation.
basiccalendar74
·2년 전·discuss
not a data breach