u/Key-Month-7766

i need someone with good knowledge of the HBM market to answer this. How bad can the shortage get. ik micron will be like cisco of the 2000s after a few years, but not so soon.

I did watch a dwarkesh podcast recently where the guest explained in detail on how worse the HBM shortage is gonna get towards the end of 2026...there has been a 10% raise in prices in the last week. How long can this keep going

idk when to book profits
but near 1 trillion valuation for a HBM company is crazy, but if i look at forward PE it looks dirt cheap if the demand forecasts are true that supply isn't gonna increase for another 2 years

bro who is the one who made the slides....a lot of them dont make any sense at all.

Like it would take a guy with least amount of knowledge on cloud computing to write up a unit like this. i call this the art of bullshitting...theyve just made up stuff on the go..

few of them listed below...how did faults come under classification of distributed systems...i mean the classifications make no sense...u classify things when u can say X is different from Y in Z ways and Y is different from X in the same Z ways...here where is the line being drawn around distributed systems when it comes to fault models????

and more importantly what purpose does this sought of classification serve....hybrid cloud...b2b and b2c..wow

im just 100 slides into the unit 1..and im so done
a piece of art

https://preview.redd.it/hyl0htjdbgzg1.png?width=1394&format=png&auto=webp&s=38bd1002fff9232797331ec4192fe0e2a1bbbdfa

https://preview.redd.it/vw6vmb6yagzg1.png?width=838&format=png&auto=webp&s=34c17987567b92bbbdfb611cf927f824179409bb

Could be tech or non tech....in hypergrowth stage..based out of India or US....

raised funds or raising quite a bit...and with good revenue growth

i did check on angel list...but anyways im still researching

im a 3rd year btech cse student...i believe my portfolio is kinda good...not clones of projects...but products that i thought were good app ideas..vibe coded ofc

my placements start in aug, and im from a good tier 1 cllg...placements are good for cse 12-13 lpa avg...but i feel the companies that are coming here are not places i see myself working 2 years down the lane.

established companies with routine work that is abstracted way too many levels away from the main problem the company solves...this type of work will cook my life i think...idk if im overthinking it

i wanna see my work having real world impact...work in dynamic environments..
Im compiling a list of companies which i would try to reach out...along with attending placements as backup

same as title

CD is lit the worst sub ive ever studied...what should i even fucking refer

preet kanwal slides/prakash CO/ AV summary

the syll is just all over the place....

and more importantly barely 2k engineers around the world would be directly working on compiler design out of 50 million developers..the rest implement on top of it...Niggas are making us study something that's not at all required...

better next time make a course on assembly code...let's all write assembly code programs so it would help humanity