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I know most people don’t pay attention to this but Taiwan elected their President which was the previous VP. He is pro democracy and US friendly for a lack of better words. His opponent was sympathetic to China so at least now China will have to fight for Taiwan like before versus having it handed over to them.
Currently Nvidia has 2.46 billion shares outstanding. In April of 2022 Nvidia increased their authorized shares from 4 billion to 8 billion. So two scenarios split 3:1 or increase authorized shares for higher split ratio.
AOC still blames the cows the good thing is she doesn’t want kids, that should save the world there.
Taiwan Presidential Election
What I was referring too is Nvidia only has enough authorized shares for a 3:1 split if they want a bigger split ratio then they have to increase the amount of authorized shares.
I think they only have enough shares for a 3:1 unless they vote to increase shares
We will get a hint what might happen with the results of the January 13th elections. You won’t have to wait long.
C you say we have until June so let’s reset the timer, put more sand in the hour glass and let’s Getty Up. If the N.I.A. wants to do some articles to run it up that would be okay also.
So the story goes
“Our decision to invest in Delfin ….” Is a vague statement and could probably be interpreted many ways. Nobody wants to think it but chances are with so much time passing from the HOA Devon has moved on I hope not.
Devon can very easily turn the tide for Delfin. It has been well over a year since the HOA, the million dollar question is why haven’t they announced SPA. You would think Delfin would have very favorable terms as the new kid on the block. If you are the next best thing since sliced bread why aren’t companies knocking down your door. There has to be a reason why Devon hasn’t pulled the trigger
All for it
With Delfin it’s always need one more something
Pretty good return for a guy that bought it in 1989 for 170 million it was losing 1 million a month at the time. Not to sure about your bad call theory, oh I wasn’t going to post…… the devil made me do it 👹
I definitely picked the wrong username once upon a time 😳
I understand this will be my last post about it also. I actually like the Lions coach and they probably would have won in overtime. They basically had their way with the Cowboys all game. Just drove 70 some yards for score they had the momentum to go into overtime. I don’t follow the Lions coach but hopefully he is not blaming the call only and taking some responsibility for the loss. Done:)
There are bad calls all the time the call didn’t cost them the game. If I was a Lions fan I would say okay we got ripped on the call kick the extra point and tie the game take it to overtime. Their coach gambled the game twice after the bad call and came up short. Where is his part in the loss?
I don’t watch other NFL programs or read NFL media so after all the attacks I did some reading. I watched the game on ABC there was no post game. So it seems the refs blew the call. I didn’t know that, it is unfortunate they should have won the game there. I don’t like any team to win undeserving. Although that is not on the Cowboys team it is on the referee staff. Unlike popular belief the Cowboys don’t hire the referee crew. I do stand by my statement the Lion’s coach for being stupid. After the bad call and I believe around now 7 yards back he still goes for 2 extra points instead of kicking easy point. Cowboys stop them but were offsides. So the Lions go for it the third time and don’t make it instead of kicking the extra point and tying the game to go into Overtime. The refs lost the first game but the Lion’s coach lost the second game. We will never know what would have happened in overtime. Sorry for off topic posts it was just a game
The Lions offensive tackle caught the pass he didn’t tell the ref before the play he was an eligible receiver. So when he caught the pass the ref had no alternative than to flag him as an ineligible receiver down field. Not sure how the Cowboys were cheating there but okay if you say so.
WW that was a strange ending but if Detroit hadn’t already clinched the playoffs there is no way that coach goes for 2 points and not tie it up and go into overtime. Detroit deserves what it got for their coach being stupid.
2024 should be a good year for Delfin to RM into TGLO. Being an election year the FED will do everything it can to get that idiot re-elected. Rate cuts will bold well for the market.
I didn’t say that just making a comment from that sentence I don’t know what level of commitment that means.
“and onshore LNG applications, and an agreement with Delfin Midstream for the development of FLNG vessels” Development can mean different things “Building” leaves no interpretation.
I especially liked the mention of Devon if Delfin can land them with 2 - 3 MPTA game on.
WW thanks for posting the article the author hit everything I would guess he talked to CEO or COO. I was intrigued by last sentence “has heads of agreement with US independent Devon Energy, which is also providing capital and has options for additional future equity investments.”
I’m sure he’s not done yet will probably become a black jack dealer in Vegas
They can’t win on the road I just don’t think Dak can get them there a good QB though. A QB has to be able to win no matter what happens.
That hurt :)
It is kinda a Catch 22 a lot of companies won’t belly up to the bar without a FID in place. I think that is why low gas levels in the contracts they have …. FID and they will come.
When we see 2-3 MPTA SPA’s then things will become serious. These .5 - 1.0 MPTA deals are minuscule. 2024 is coming let’s see what happens.
I believe the contracts are easily canceled from either side depending on FID. On Delfin’s side the contract is written so no break up fees are required if no FID. The buyers get very low prices including increases in gas quantities if FID is executed.
Breaking: AMD Is Not The Fastest GPU; Here’s The Real Data
Karl Freund
Contributor
Founder and Principal Analyst, Cambrian-AI Research LLC
Dec 13, 2023,06:19pm EST
At the MI300 launch, AMD claimed it had significantly better performance than Nvidia. While the AMD chip does look good, and will probably run most AI just fine out of the box, the company did not use the fastest Nvidia software. The difference is enormous.
At a recent launch event, AMD talked about the inference performance of the H100 GPU compared to that of its MI300X chip. The results shared did not use optimized software, and the H100, if benchmarked properly, is 2x faster at a batch size of 1.
Nvidia has just released a blog that counters AMD's claim that its latest chip, the MI300X, is 40-60% faster in latency and throughput than Nvidia in inference processing for generative AI. Here is one of AMD’s slides at the MI300 launch event, which we covered here.
One of the incorrect slides AMD shared last week.
One of the incorrect slides AMD shared last week.AMD
Below is from Nvidia’s counterclaim. While this sort of tit-for-tat isn’t what anyone wants to hear, it is massively relevant this time; all the press and analyst reporting I’ve seen echo AMD’s claims, which are inaccurate and misleading.
The latest results, run on software available long before AMD prepared its presentation, doubled the performance claimed by AMD. And with batching for the 2.5-second latency AMD used, a standard in the industry, Nvidia beats the MI300 by an astonishing 14-fold.
The latest data from Nvidia leaves no doubt as to whose GPU is the fastest.
The latest data from Nvidia leaves no doubt as to [+]
NVIDIA
How Could This Happen?
It is simple. AMD did not use Nvidia’s software, which is optimized to improve performance on Nvidia hardware. “Though TensorRT-LLM is freely available on GitHub, recent comparisons by AMD used alternative software that does not yet support Hopper’s Transformer Engine and is missing these optimizations,” said the Nvidia blog post. Additionally, AMD did not take advantage of the TensorRT-LLM software that Nvidia released in September, doubling the inference performance on LLMs, nor the Triton inference engine. No TensorRT-LLM + no Transformer Engine + No Triton = non-optimal performance.
Since AMD has no equivalent software, it probably thought this was a better apples-t0-apples metric. These chips are expensive; I doubt anyone would not use the Nvidia software for production AI. It is free. “As LLM inference continues to grow in complexity, maximizing GPU performance on larger, increasingly sophisticated models using the latest inference software is critical to reducing cost and broadening adoption,” said Nvidia’s blog post.
What Does This Mean?
First, you can calm down if you are invested in Nvidia (stock or hardware). Nvidia remains the GPU leader. As Barron’s previously reported, “Investors Don’t Need to Worry.” And that was published before this latest news.
Second, if you are interested in the MI300X, we are not saying the new GPU is a bad AI platform. It appears to be the third fastest AI chip, behind Cerebras' massive WSE CS2 (for which there are no benchmarks) and the Nvidia H100. And that is probably good enough for those seeking a more available GPU that should be reasonably priced (whatever that means; AMD did not release pricing).
The AI hardware market is moving extremely fast, and the H100 will soon become old news. The H200 is coming more quickly than AMD probably hopes. We note that the MI300 FLOP specs are indeed better than Nvidia H100, and the MI300 also has more HBM memory. But it takes optimized software to make any AI chip sing and translate all those flops and bytes into customer value. The AMD ROCm software has made significant progress, but AMD still has much to do.
"AI is moving fast. NVIDIA’s CUDA ecosystem enables us to quickly and continuously optimize our stack. We look forward to continuing to improve AI performance with every update of our software,” said Nvidia.
Conclusions
While all this may seem like a tempest in a teapot to the uninitiated, all silicon vendors should work carefully to ensure accurate performance claims with actual data (not just normalized bar charts) and provide all the details necessary to reproduce those results. Handicapping a competitor's platform by not using the vendor's software isn't okay. That’s why MLCommons has published peer-reviewed MLPerf inference and training performance benchmarks every three months for several years.
Despite the kerfuffle, we stand by our earlier comments that AMD will sell every MI300 it can produce next year.
We asked AMD for a response and did not hear back.
When I asked Mark Papermaster, AMD CTO, if his company planned to run these benchmarks, he said they would publish MLPerf, but did not say when. We expect AMD will address the need for optimizations before they publish, and we can’t wait!
I don’t disagree with you I think once we get another couple quarters and everyone sees it’s not a fluke the SP will move. AMD in the short term is in focus that will be proven wrong in time just how far behind they are especially on the software side and total system.
I apologize I thought I was on the TGLO board when I posted to you earlier. Sorry
I’m also a big Nvidia fan but I think at this point anyone that follows stocks knows about Nvidia and doesn’t need to be told to buy the stock. You really didn’t say anything constructive about them other than the IPhone moment which was taken from Jensen many months back. Nvidia has its board on IHub that is a better place to post Nvidia. Feel free to post TGLO
North it is good someday you will have your Idaho dream.
NP the CEO and COO have been quoted several times in articles talking about Delfin’s FID. They are the ones that opened the door of a private company.
NP I understand what you are saying but you need to keep in mind there really isn’t any clear path to anything. You mention FERC well Delfin sent them a letter in 2022 also as in 2023. The 2023 letter happened to have more juice but you know what they both had the same result no FID. Who knows what the reason for delaying the FID none of us really know. The only thing I really care about is a possible RM and if that doesn’t happen then the Shell will be sold to someone that needs and wants it…… hopefully.
Do you have the article where they have the slots for ships.
I don’t know about the people who sold but depending on management level you only have certain periods to sell. I’m sure they’ll sell more when it hits $700 a share.