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The logic isn’t the same. We’ve had plenty of history to judge Alphabet’s financials. It’s less about AI and more about allowing the market to appropriately price the stock after seeing their filings for a period of time.

The financials will be very different when you start doing something entirely different, with all your might.

This is true, and it's why index trackers exist, in order to diversify risk across the market so an investor is not excessively exposed to that happening for particular stocks. The market then re-prices that stock. As an index fund investor you are outsourcing your discretion to other market participants.

However the market hasn't priced these new stocks at all, the existence of index trackers is being exploited to force prices on enough buyers to make the prices stick. This is the wrong way around. It's market manipulation. It's using the behaviour of index funds to influence prices, decoupling those prices to at least some extent from the discretion of market participants.

Let the market price the stock, then the index trackers can buy in, this is exactly why these rules exist, and why it's a travesty that the NASDAQ is waiving them.


I think it would be reasonable to consider moving a company making large changes like that into some kind of probationary state, and automatically adjust the weights it has in the index as a result.

Can you share more about your setup please? Like which models and other specs on the machines?

Edit: ah I see the models mentioned in another comment of yours


Right? Some of these comments feel “you gave me commands to run and I should be able to turn my brain off to interpret the outputs”. These aren’t newbie commands so the assumption would be that you kinda know what you’re doing at least a little bit. If not, then don’t run them… similar to how you should approach all commands/things from the internet


I believe his response would be: and then what?


Why and how so? Are people watching your LLM sessions?


Interested to hear what hardware you have if you’d mind sharing some details.


Actually, I moved from dedicated hardware last year to using KVM VPSs, interconnected via VLANs and tunnels (like WireGuard or rathole).

Cost and flexibility were the main reasons. This allows me to change locations, upgrade plans, or switch hardware more easily. Before, I ran a Proxmox cluster at home on an two old Supermicro server and a Protectli Vault (which still exists as a single Proxmox instance), plus instances on Hetzner and Webtropia with a dedicated server. That setup cost around 150 EUR/month, even split with a friend.

For local storage, I use 2x QNAP NAS.

For time synchronization, I rely on 2x NTP270 from CenterClick.

As a TAP device, I use the Protectli Vault and a Pi 4b.

AdGuard Home is deployed on my OpenWrt GL.iNet routers.

Most of my services are now hosted on VPSs:

3x Netcup VPS 1000 ARM G11 (6 vCores, 8GB RAM, 256GB NVMe) 7.29 EUR/month each

3x Netcup VPS piko G11s (1 vCore, 1GB RAM, 30GB SSD) 1.60 EUR/month each

1x Webtropia Cloud VPS S2 (4 vCores, 8GB RAM, 100GB NVMe) 4.99 EUR/month

1x Contabo Storage VPS 20 (3 vCores, 8GB RAM, 400GB SSD) 6.66 EUR/month

2x IONOS VPS Linux M+ (4 vCores, 4GB RAM, 120GB NVMe) 4.00 EUR/month each

Total monthly cost for all servers: 46.32 EUR.

For failover and load balancing I use DNS (via round-robin and inwx-dns-in-git).


This is referenced at the very beginning, just after the table of contents.


Oops, I missed it when I was reading, and assumed it wasn't referenced. Thanks!


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