0range Crush, CMT
@0rangeCru5h
Perception deviating from reality creates opportunity; Bull or Bear, timeframes & Risk mgt matter most, Looking for Delta, Not advice it may be sarcasm
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Maybe these deals are an effort by the many to complete with Google, who they know, I mean, who they fear, will win the AI turf wars #AITurfWar
10 PRINT "ANTHROPIC + MICROSOFT + NVIDIA = MORE COMPUTE, COGNITION, AND CHOICE."
I wonder if google will by capacity from oracle to save them from bankruptcy $GOOGL $ORCL
Will Elon be able keep $TSLA elevated during the AI meltdown? IDK But if anyone can do he can
$GDX 20-Day net $ flow is flat and shorter-term Negative Only time GDX has seen any sustained inflow was during the pullback
Cloudfare takes down half the internet which was designed NOT to have a single point of failure #Progress
Where is all the AI revenue going to come from? GDP is up because of AI ROW isn’t growing revenue dynamically enough to support the spending growth required to produce a ROI & probably half the economy doesn’t have a way to meaningfully gain from it
German court rules that OpenAI violated copyright laws by training ChatGPT on copyrighted music 🎵 • Case could set a precedent in Europe for how AI companies use copyrighted materials • OpenAI disagrees with the ruling and can appeal "The internet is not a self-service…
$crwv down on reduced forest #SoftBank sells their entire $NVDA position BofA says the AI trade has a lot more upside Hum.... 🤔
SPX was 2.5% off it's high NVDA says they want 50% more chips from TSM Budget Deal $2,000 Checks for everyone XtheRich Anyone think there was some panic over the weekend?
The great thing about free AI tools is they make the internet feel free again In the sense you get a lot for little effort
Elon says in 20 years If we convert this 'in 20 Years' into Full Self Driving in ??? years... Does that work out to in 50 years, in 100 years, or in 200 years
Elon Musk says, Neuralink could capture an approximate snapshot of a person's mind and upload it to an Optimus (robot) body It's not immediate, but it's possible and probably within 20 years
My understanding is China Developers made CUDA what it is today With NVDA no more in China those devs shift to the competing platform stacks As more devs change focus to the lower tech open stack NVDA loses what was supposed to be their moat Could NVDA be the next SUNW?
Jensen is getting desperate. China is shutting off a major src of demand for Nvidia chips, transshipment to Chinese SOE DCs. I have pretty solid src that just 6000 out of 100k racks in Meta's Hyperion DC will be Nvidia cards. Google TPUs are supplying most of its future demand.…
$META 10% Fraud & Scams But they charge them more for the ads Does that make it OK? Meta is earning a fortune on a deluge of fraudulent ads, documents show reuters.com/investigations…
Another way to say this is Large language model doesn't know if its source is Reddit. Or Wikipedia?
“Most models lack a robust understanding of the factive nature of knowledge, that knowledge inherently requires truth. These limitations necessitate urgent improvements before deploying LMs in high-stakes domains where epistemic distinctions are crucial.”
weak consumer spending... Hum... I wonder how many are planning to sign up for ChatGPT at $20 per month? #NeverMind ROI is irrelevant for Hyper AI Spending zerohedge.com/markets/worst-…
$STX Reminder, It's NOT a bubble STX market cap was about $20 Billion, Now it's almost $60 Billion It's like someone said, Buy me $10 Billion, when the market cap was only $20 Billion And Now its $60 Billion market cap with Revenue expected to grow to $15-$18 Billion over the…
Earnings reactions $MSFT $META buy & depend on $NVDA $GOOGL uses TPU #ProbablyNothing
Must current levels of Capex spending be sustained forever for $NVDA to maintain this $500 Billion of Revenue run rate, described yesterday? #AskingForASkepticalFriend zerohedge.com/the-market-ear…
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