Its a good time to wrap things up youtu.be/tGoF51thz4A... Till we meet again
Temporary adjustment in smartphone and PC sales due to challenges securing memory volumes; recovery expected as supply tightness eases Q3 Guide: 🔹 DRAM Bit Growth: ~+10% QoQ 🔹 NAND Bit Growth: Low-single% QoQ, including Solidigm
For sure it is like this… 1 trade on, vomitting/ diarrhea with your phone on the toilet. Hardly any sleep.
Giant Nazaré Waves at Lighthouse
ALT: Giant Nazaré Waves at Lighthouse
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I also like the collapse of vol… when shorting parabolic tops… for atm or itm calls.
Chantalukoster Makes Heart Hand Gesture
ALT: Chantalukoster Makes Heart Hand Gesture
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$s5th is at 72 at 80 its 1x short the market with all funds
When you are a protectionist idiot, China will tell everyone around the world, if you buy from USA,they will work to hurt you, but if you buy from us, you’ll have some pretty impressive models , equipment etc
GPU's are gonna be obsolete shortly. Norman Rockwell
In a striking example, Anthropic used an AI agent (Claude) to get their state-of-the-art model running on a brand-new AMD MI355X GPU over a single weekend, without a human engineer writing a single line of code to adapt it
We have entered the holding hands by the grifters Sacks/Lutnick time frame.
Agnes: Can I Hold Your Hand? (Elsie Fisher)
ALT: Agnes: Can I Hold Your Hand? (Elsie Fisher)
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Somebody somewhere in the USA Will figure out that you can tokenmax if running local models free And He will tell 2 friends Keep the faith
Iphone destroyed cameras 'cause it was good enough Open source is way past good enough Like anybody is gonna care if your model optimizes on benchmark gamed scores 3 months ahead of next LLM And which foolish org is gonna change workflow models every 3 months as backward compatability goes poof
America's best open sour e model vs China's best open source model Check