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Joined 3 months ago
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Cake day: March 28th, 2026

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  • That’s not what that article says, though. It says this:

    According to Taiwan’s Commercial Times, companies including Adata, TeamGroup, Apacer, Innodisk, Transcend Information, and Silicon Power are collectively raising more than NT$28 billion, or roughly $880 million, through convertible bonds, syndicated loans, and private share placements to fund memory chip purchases.

    That’s spread out across at least 6 companies, not 3, and it’s not an 880 million loan, it’s a combination of loans and stock. That’s a lot of money, but it’s not an indication of distress. Corporations take “not small” loans frequently. To some degree, it’s bad business NOT to have liabilities.

    None of these are traded in the US, so it’s a little out of my wheelhouse to look up their proxy statements/10Ks, or whatever the equivalent is on the Taiwanese exchange, so I have no idea what the covenants are for any of these loans (e.g. if they’re secured by assets) and I’m totally open to it if someone has hard evidence that these corporations are in any immediate danger of being unable to cover their loans, but I don’t see it in the article OP linked or the one you did.

    I think there’s a lot of wishful thinking going around the AI bubble. We all wanna see it pop. But the unfortunate truth is that sometimes it takes a really long time for a bubble to finally pop.








  • Fuzion Frenzy even though it doesn’t really apply because it wasn’t really single player at all, it was only local co-op mini games like a Mario Party kinda (with no board.)

    Even though it doesn’t really match what the greentext is describing, the vibe of just, like, enjoying video games in your living room with no DLC nor microtransactions made me think of it. It’s a game that was, like, moderately successful but not enough that I ever run into people on the internet that know about it, so it almost feels like a kind of secret I share with my sister, and the game had strong art direction that was really early 2000s that hits me with nostalgia too.