Calvin
@cnotesnonstop
Playing freely without fear of risky business and creating new dreams n standards by breaking traditional styles DoyourownDDeveryoneiswrongsometime
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My uncle dead ass used all the money for the meat and forgot to buy the grill... so he improvised at Costco 😂😂😂
Gang, Beware the herd mentality. I've been working this $META- $GOOGL AI chip story that slammed $NVDA, $AMD & $ARM; Sources close to the situation tell me the @Arm selloff is misguided, Google is 'great customer of ARM,' new @Google TPU Chip Uses ARM CPU'. More at 3pET…
Only Sam would come up with that crazy idea and it would work
been a long time since something surprises me sndk added to spx mkt up 60 and sndk down something up... havent seen this is 40 yrs
$GOOGL TPU Deep Dive
I just published my $GOOGL TPU deep dive. 1. Performance numbers TPU vs $NVDA (Former $GOOGL employees, customers, and competitors weigh in) 2. Why the TPU is $GOOGL's most important moat for the next 10 years 3. Why $GOOGL will save +$40B in CapEx next year because of the TPU…
GOOGLE IS PUSHING TPUS DIRECTLY INTO CUSTOMER DATA CENTERS, HOLDING TALKS WITH META AND FINANCIAL FIRMS AS IT TRIES TO CHIP AWAY AT NVIDIA’S DOMINANCE IN AI HARDWARE. || NVIDIA IS COUNTERING AGGRESSIVELY, OFFERING INVESTMENTS AND DEALS TO LOCK IN MAJOR CLIENTS LIKE ANTHROPIC AND…
BREAKING: Bitcoin extends gains and rises above $89,000, Ether is up over +6% and set to cross above $3,000. Bitcoin is now up +11% since Friday’s low.
Fed Fund Futures now at an 80% chance of a Dec 10th cut
Guys it has really been this simple... leverage & liquidity Don't fight the Fed & Don't fight the tape Drop all the other noise!
“Raising memory”. Sndk and Mu gonna make you blow your wad in seconds
AMD has notified supply chain partners it will raise graphics card prices 10% across the entire product line due to rising memory chip prices, media report. It will reportedly be AMD’s 2nd such price increase. $AMD $NVDA #Semiconductors money.udn.com/money/story/11…
the amount of fake shit from white house is stunning trump wont allow h20 but talks about allowing h200 you got to be a loser to think thats real
So heres a out of the box world changing idea. F the banks. Let’s say China or eu have prime at 2%. Why not allow us homeowners to get loans from eu or China. I’m 100% sure they would like to do that So USA banks want to loan you at 7%. But China will lend you at 4%.…
rushansamara: AMAZON TO RAISE $15 BILLION FROM FIRST US BOND SALE SINCE 2022 - BLOOMBERG $AMZN now amzn raising cash.....lol
Google just launched Google Skills, a new platform for AI learning and more - 3,000+ course from Google Cloud, Google DeepMind & Google for Edu. - Free 150 learning credits - Gemini Code Assist in labs - GEAR program to train 1M AI agent developers - A partnership with the…
Trump Approves Bill Allowing Tariffs Up to 500% on Russia’s Trade Partners
GOLDMAN: CHINA’S POWER SURPLUS MAY BOOST AI LEAD Goldman Sachs says China’s fast-growing electricity supply could give it an edge in AI data centers. By 2030, China may have 400 GW of spare power—far above global data-center needs—while the US faces tight grids and rising…
So spending huge money by raising debt throughout history has been a negative. Only during initial ai has this been a huge positive. Now mkt getting scared Look at nbis. Said today 14x capacity coming in 2026 and drops huge. Who care about capacity if they make 0…
Sam trades up and Down. Pe’s don’t matter. Why. Because we don’t hold it that long So just a question. No one had every asked he Jensen Who did Nvda come up with 30k per chip. Why not 10k. Oh because they wanted 80% margins and everyone said ok ??? Really
CHINA’S STATE-SPONSORED HACKERS USED ANTHROPIC’S AI MODEL TO AUTOMATE BREAK-INS AT MAJOR CORPORATIONS AND FOREIGN GOVERNMENTS: WSJ
Everyone’s to watch this. The if you scroll the full video is there. This is happening again. 1933 1971. Now.
In 1971, the US ran out of money and defaulted on its debts. Now, they didn’t say it that way. But by moving away from the gold standard, money as we understood it ended. I expected the stock market to plunge, but it went on to rise nearly 25%. That surprised me. But when I…
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