PC
Premium Catering (Holdings) Limited
stock NASDAQ

> So not only are those people moving to XBOX/PC, but they’re also making the conscious decision to boycott ALL Sony products.
I'm not stopping to buy Sony lenses because of obsolete media. Don't know anyone in photo or video who even mentioned that.
Also betting that pretty much no one 'boycotting' Sony will do actual research and avoid phones with Sony sensors (ie. iPhones) for example.

That's wildly incorrect, the physics of the design architecture of the systems that can fit inside a PC or laptop just can't compare to interconnected racks, I'm confused what you're even saying....

PC Jeweller Q1 FY27: Strong Results, But Is It Enough?

I think something like rendering videos is a more relevant example than email - people would rather their PC crank it out overnight than upload it to a cloud provider for processing - people even fork out for a Mac Studio.

If I'm using long-running coding or research agents, which gobble up tokens, I'd rather pay for the hardware once and get unlimited usage.
Similarly, if I'm processing lots of private data, I don't want to funnel that to Sam Altman

Next time you try to buy PC components

And if the business case for AI crashes and burns, no problem! Just lease out your compute to everyone now too poor to afford their own PC.

In case you haven’t noticed a lot of Sonys customers are angry right now regarding the decision to axe physical games. So not only are those people moving to XBOX/PC, but they’re also making the conscious decision to boycott ALL Sony products. Combine that with the fact that the PS6 will be insanely expensive at a time when people’s budgets are squeezed, it’s reasonable to expect PlayStation will flop for the foreseeable future.

SONY stock is bullish for several reasons. Given the news yesterday that SONY is developing a $6.4B AI chip JV with TSMC, here is why SONY is a classic value play with an AI chip call option still underappreciated by the market. SONY stock reached all-time-high $30 a share last November, then got hit hard by memory chip shortage on its gaming business, bringing it down to $20 (the bottom) on a temporary supply shock. Now that memory chip stocks are coming back to earth, SONY is on the rise again over the last month, with 50% appreciation potential just getting back to November ATH once memory chip shortage clears up in 2027 (and GTA 6 launches, which is almost a SONY exclusive given it's not launching on PC or Nintendo). Consensus Wall St analysts still have SONY stock priced in $30-$35 range. Stock sold off hard because retail saw memory shortage headline and feared the worse for PlayStation.
In terms of fundamental analysis, several things really exciting about Sony:
1. Sony under new CEO Totoki has been spinning off legacy low growth segments such as consumer TV and financial services (life insurance in Japan), these historically added a significant conglomerate discount on Sony stock, splitting SONY as an entertainment, chip, consumer electronics, and financial services company. Now, however, SONY is essentially just an entertainment and chip company, the two sexiest segments that are much higher growth and simpler in structure.
2. Massive competitive landscape improvements. In early 2022, Xbox announced the acquisition of Activision, and everyone thought Xbox was going to make Activision games exclusive. 4 years later, the EXACT OPPOSITE happened, Xbox couldn’t make back the massive $70B price tag of Activision (PS5 outsold Xbox Series at staggering 5:1 ratio), and now Xbox has made not only Activision games multi-platform on PS5, but also Bethesda and even its core Xbox studios games. Turns out in the history of video games that the Xbox Activision acquisition was a massive BOON for Sony, because it forever destroyed its top competitor Xbox as a walled garden console exclusive, so now essentially all Xbox games are also on PS5.
3. Development of AI since 2022. Generative AI is the first stage of AI, while Physical AI is the next stage of AI (NVIDIA and Tesla both betting their companies future on Physical AI). Sony is the #1 player in Physical AI chips. It just signed a massive new JV with TSMC to make such Physical AI chips. Sony’s chip business just doubled its operating income last quarter, and is now Sony’s SECOND LARGEST segment, right after gaming, and is by far the fastest growing segment. Sony is just now starting to capitalize on AI, and the market is still far from pricing in its AI chip value.
For a helpful explainer video of Sony’s AI chip business, you can search ‘Sony chip stock investor’ on YouTube.
Therefore, fundamentally, SONY is up for a massive rebound when memory shortage clears (it already has been, just look at recent cratering of memory chip stocks), market is just now starting to re-price this shortage as a temporary supply shock that's clearing up now. While SONY also holds a massive call option on physical AI chips, where it is the world's #1 player in (that's why TSMC picked SONY as JV partner).
Also doesn't hurt that SONY's Spider-Man Brand New Day is now the 12th highest earning move OF ALL TIME after less than 2 weeks, and is on track to become a top 3 highest earning movie of all time.

SONY stock is bullish for several reasons. Given the news yesterday that SONY is developing a $6.4B AI chip JV with TSMC, here is why SONY is a classic value play with an AI chip call option still underappreciated by the market. SONY stock reached all-time-high $30 a share last November, then got hit hard by memory chip shortage on its gaming business, bringing it down to $20 (the bottom) on a temporary supply shock. Now that memory chip stocks are coming back to earth, SONY is on the rise again over the last month, with 50% appreciation potential just getting back to November ATH once memory chip shortage clears up in 2027 (and GTA 6 launches, which is almost a SONY exclusive given it's not launching on PC or Nintendo). Consensus Wall St analysts still have SONY stock priced in $30-$35 range. Stock sold off hard because retail saw memory shortage headline and feared the worse for PlayStation.
In terms of fundamental analysis, several things really exciting about Sony:
1. Sony under new CEO Totoki has been spinning off legacy low growth segments such as consumer TV and financial services (life insurance in Japan), these historically added a significant conglomerate discount on Sony stock, splitting SONY as an entertainment, chip, consumer electronics, and financial services company. Now, however, SONY is essentially just an entertainment and chip company, the two sexiest segments that are much higher growth and simpler in structure.
2. Massive competitive landscape improvements. In early 2022, Xbox announced the acquisition of Activision, and everyone thought Xbox was going to make Activision games exclusive. 4 years later, the EXACT OPPOSITE happened, Xbox couldn’t make back the massive $70B price tag of Activision (PS5 outsold Xbox Series at staggering 5:1 ratio), and now Xbox has made not only Activision games multi-platform on PS5, but also Bethesda and even its core Xbox studios games. Turns out in the history of video games that the Xbox Activision acquisition was a massive BOON for Sony, because it forever destroyed its top competitor Xbox as a walled garden console exclusive, so now essentially all Xbox games are also on PS5.
3. Development of AI since 2022. Generative AI is the first stage of AI, while Physical AI is the next stage of AI (NVIDIA and Tesla both betting their companies future on Physical AI). Sony is the #1 player in Physical AI chips. It just signed a massive new JV with TSMC to make such Physical AI chips. Sony’s chip business just doubled its operating income last quarter, and is now Sony’s SECOND LARGEST segment, right after gaming, and is by far the fastest growing segment. Sony is just now starting to capitalize on AI, and the market is still far from pricing in its AI chip value.
For a helpful explainer video of Sony’s AI chip business, you can search ‘Sony chip stock investor’ on YouTube.
Therefore, fundamentally, SONY is up for a massive rebound when memory shortage clears (it already has been, just look at recent cratering of memory chip stocks), market is just now starting to re-price this shortage as a temporary supply shock that's clearing up now. While SONY also holds a massive call option on physical AI chips, where it is the world's #1 player in (that's why TSMC picked SONY as JV partner).
Also doesn't hurt that SONY's Spider-Man Brand New Day is now the 12th highest earning move OF ALL TIME after less than 2 weeks, and is on track to become a top 3 highest earning movie of all time.

They can and will monetize. The issue is if monetization is practical with US energy costs. The cost for compute in America will be what wins the race for China. They can make cheaper models because it just doesn't cost them as much per watt. At least, that's the impression I get from the price disparity. AI compute is just GPUs and tons of electricity.
Convergence is coming relatively soon. All models will perform well, which will make the deciding factor cost. China always wins on cost. And with AI existing in the cloud, you can't ban Chinese AI models like you can ban EVs, to save your domestic market. China is just gonna eat America's lunch in the value comparison.
The bubble that exists is due to the wide gap between service cost for customers, and actual operational cost for providers. In America, operational costs have created a chasm that gives the appearance of a bubble. I think a bubble exists when demand isn't there, but demand is very much there for AI. So, if anything, I see the Anthropics and OpenAIs suffering catastrophic financial disasters and then some shitheel VC firm like Blackrock coming through to salvage the debris for pennies on the dollar. Maybe unironically selling some parts of those scuttled businesses to China.
Anyway, as someone who works in the field, I see where we're going. OSes will change. Web apps will change. We will interface with AI for many things we currently manual our way through. The big game changer will be the proliferation of functional and easy to use agents that you communicate with through your phone. That is where we're headed. You need compute for that, and I still don't think we've hit the floor required for that.
This is why PC part prices will remain high, and probably go higher. If the bubble was close to popping, I'd expect us to see GPU and RAM prices start to stagnate, and slowly retreat back to sane levels, due to buildouts being frozen. But it's not. Demand only seems to be increasing, which is not what I'd expect from a bubble.
All that said, the market is super-irrational. So calls or puts. Whatever you want, it's still a gamble.

How does the last remnant of the consumer PC market synergize with GameStop’s existing gaming market share, and how could collectibles be added to it? Geez I’d need an MBA and million dollar consultants to figure that one out. Even BRK never just abandoned textiles entirely. And not for nothing I just dropped over 2 grand on a PC build a few months ago and had literally zero issues from Newegg.

Business wouldn't buy that laptop, they'd buy server hardware and let employees use it.
Moore's law is what the 3 year replacement period is based on, but the reality is that the current run of hardware will be close to top-of-the-line for longer than that since the tech hasn't been getting better for a while now. Gonna need glass substrates or something to kick-start a real replacement cycle with efficiency/performance gains.
And, GPU renting can be profitable, that's kinda what cloud computing is. They would need demand to keep up (With their ridiculous buildout that's highly questionable), but it's the best they can hope for long-term.
At this point, with how they're strangling the PC space wouldn't shock me if the next push if the AI shit doesn't work out is to make all computing cloud based with dumb hardware connecting to it (dystopian nightmare and all).

I was getting that over the weekend. Reboot of the PC fixed it in my case.

AI is like the PC Revolution in the 80s and 90s. It’s not like the dotcom bubble at all.

Yeah, it's the one thing I like about typing on mobile. On PC, some programs will replace the double dash with that, but otherwise the only way to get it is out of a character map or knowing the Unicode. But here, just hold the dash, and a bunch of other dash options shownip.

I honestly don't get anyone who doesn't work for a newspaper was using em dashes regularly before AI.
You can't type them on a regular keyboard on the PC without alt codes, you can't type them on your phone keyboard without holding down the regular dash key.... outside of print media they kinda seem like a major pain in the ass?
I mean I've always used regular dashes, but never em dashes because they're so hard to type out.

very un PC that you assume the plan is a dude

Everyone is being so rude and trashing you but we know that Netflix is already in cloud gaming and wants to get more into it. We also know that Rockstar likes money and would happily let Netflix subscribers give them $80.
Maybe it won't be on Netflix cloud gaming and maybe it won't be on any cloud gaming service on day one, but it will absolutely be available on a cloud service at latest, by the PC launch and all of you laughing at this guy will still learn nothing and you will continue to insult people that committed the crime of having basic foresight. All these ppl calling you retarded, I will be commenting below your posts within 2 years you rude little piggies.

Gemeni is fantastic for basic questions and understanding tone of voice etc. But it seems to be specialised as an interface for the internet or a chat bot. Qwen 3.6 has been impressive after I got the tuning right on my home PC. But it has very little ability to detect tone of questions or conversational language. You have to consider the best question to ask rather than presuming it'll understand context.
You'd be mad to use AI to actually interpret a non-US English text (or maybe other major languages like Chinese) because it'll still default to US-centric ideas or interpretations for the most part. Most of its training data will be American texts, then the local language version gets taught to it for translations. But it's knowledge base is mostly American.
Gemeni kept citing US law to me when I asked about the English Bill of Rights 1689.

AI has been aggressively pushed by every provider--
- Intel / AMD have been building in NPUs that have gone essentially unused
- Apple has been shipping a useless image playground for years
- Microsoft has been shoving copilot, copilot PC, notepad copilot, etc to consumer who generally *do not care*
- etc ad nauseum
Where there has been excitement, it has generally been where model access has been way below cost or paid for by someone else.
That you're seeing strong adoption is generally because the average consumer either has no legitimate choice, or is being bombarded by existentially necessary hype. Everyone has to be on board, because this thing is our economy now, never mind the slop.
> The profitability is an issue only because of the high growth rate,
There are a ton of very good analysis on this common rejoinder that have hit e.g. hackernews by very knowledgeable insiders. I'm not going to retread that.
I'm instead more concerned with ground I have already covered:
- Session context is *by design* sent, in entirety, at every turn
- ...which means I can mid-session change from claude to openai
- ...or, decide I'm done spending, and change to Kimi k3
That's a really bad reality for these companies, and its notable that their only response is to beg for export control designations and regulatory oversight, which fundamentally cannot stop this.
Distillation attacks are inherently unstoppable, and LLMs are inherently not-moatable. How are they ever going to turn marketshare into network effects here?