Tim West
@TimeAtMode
Husband, Father of 4, Grandpa of 1. Wall St Veteran. Inventor. Coach of investing & trading @TradingView & coach of bowling. Econ Major Richmond
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Nvidia CEO Jensen Huang was just asked if we're in an AI bubble. This was his full, 3-minute response:
“We have even been through hurricane weather with no interruptions. We would recommend Starlink to everyone.” — Starlink Customer Order online in under 2 minutes.
What about them? Three Mile Island killed 0 people. Fukushima also killed 0 people (the tsunami did, but the nuclear power plant failure did not). The Chernobyl meltdown has been linked to only 45-50 deaths (at most) since 1986. Of the 335,000 people evacuated, 💥 2 deaths…
Excellent summary of $NVDA ahead of earnings
Climate change is a de facto religion in the United Kingdom. Britons appear to be particularly gullible to propaganda, as evinced by the stats I shared from my engagement. The figures are worse if they are normalized based on population. It is most likely an artifact that…
UK climate propaganda has been incredibly effective. Propaganda in general there is incredibly effective.
Sector relative strength charts tell the story... There's Tech 🔼 Then there's everything else 🔽
$HD Home Depot says that sales are weak because there weren’t any hurricanes this year. No storms, no growth. Hello @federalreserve? Are you paying attention yet?? We are in a rolling recession and home owners aren’t doing projects and homes aren’t selling in volumes. Jobs are…
Using @Starlink in CyberTruck eliminates all of the dead zones where I live. I even drove through from Stamford, CT up to Mt Kisco, NY where there is very little cell reception and was able to talk the entire time with only a tiny issue. Starlink = Safety in the wild
Elon Musk says you might be able to earn additional income from your Tesla in the future by opting in to let Tesla use your car’s AI computer for distributed inference workloads when it’s parked. “We’ll pay $100 a month or $200 a month or whatever the right number is. If you…
Crazy Thought… Use drivers to fix incorrect Speed Limits…. Jk on crazy thought. Double tap speed limit sign to submit a Speed Limit change request. @Tesla_AI would review to make permanent. Probably only an issue on <1% of roads but very annoying if it’s a road that you…
Brilliantly designed system to get around all governmental regulations. Brilliant. Trustworthy, redundant, diverse servers to prove the accuracy and ownership. Absolutely brilliant. If something is good enough, inevitably people will use it. That’s how good Bitcoin is. Even China…
Almost a decade ago I was the Harvard economist that said that bitcoin was more likely to be worth $100 than 100k. What did I miss? I was far too optimistic about the US coming to its senses about sensible cryptocurrency regulation; why would policymakers want to facilitate tax…
Congratulations to the SpaceX team on completing 500 (!!!!) missions with flight-proven rocket boosters. You’ve made the impossible possible with reusable rockets, paving the way to land huge amounts of cargo and lots of people to establish permanent human presence on the Moon…
The Biden administration sanctioned Alaska more than they sanctioned Iran. That stopped when @POTUS took office. @Interior is restoring common-sense management and responsible development of Alaska's resources that will benefit local communities AND American families nationwide!
It’s a Monday—a lighter fatality day—US human-driven cars will only kill 110 today 19 of which pedestrians 3 on bikes 61 of whom will die alone, the crash self-instigated—a sort of unintentional suicide—killed by their own inattention But I too am worried about the cat
Cancel @NOAA research funding for their fake data pushed on us. How can we trust #fakedata from @NOAAResearch ?!
I have now documented 200 ghost stations, where NOAA magically fabricates "historical" temperatures for locations that no longer have existing weather observation equipment. There are many more yet to document. See the 200 already documented here ... #NOAAghoststation
Wow. Classic Jensen style, he ended the Nvidia vs. custom ASIC competition for good. 🫡 The level of confidence with which he explains. 🎯 He was answering to UBS research analyst question on how custom ASICs will affect NVIDIA or how they are going to compete with custom ASIC.…
Jensen Huang explains the difference between AI and traditional Software and why there's no bubble. Traditional software was pre-compiled, meaning it was built once, stored, and then executed repeatedly with little computation. It didn’t need constant high-power processing once…
TESLA'S UNBOXED REVOLUTION: FIRST GLIMPSE OF CYBERCAB ASSEMBLY LINE Tesla's unboxed manufacturing process is in full swing. With yellow bots swarming like a sci-fi symphony to slap together Cybercab chassis, suspensions, and bodies in parallel zones instead of the old-school…
ELON: TESLA'S CYBERCAB WON’T LET YOU DRIVE - AND YOU’LL THANK IT "The single biggest expansion in production will be the Cybercab. A vehicle optimized for full autonomy. It does not have a steering wheel or pedals and is really an engineering optimization on minimizing costs.…
Every day, I receive a reply from a climate activist who says something to the effect of: “HuMaN aCtiViTiEs ArE cAuSiNg hArMfUL gLoBaL WaRmiNg!! THiS iS wHaT hApPeNs WhEn YoU hAvE 8 BiLliOn eNeRgY-cOnSuMiNg hUmAnS oN tHe PlAnEt. Reeeeee!!!” If that’s what you believe, then I…
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