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RT @TBU12345678: some views on the market: - this will be the most mean-reverting EPS season I think in recent history. stuff that has gott…

RT @zerohedge: Nasdaq’s forward PE valuation premium over the S&P 500 is just 4.4%, the smallest since January 2019. As recently as October…

RT @labubu_trader: Gold price is impacted by 3 factors recently: 1. Option expired yesterday, negative delta from the large call volume unw…

Bought gld 6months and 1year calls at the opening. Looks good so far. Will fly to Hawaii tonight and stop trading for over a week for spring break. But set alerts to buy if SPX dipped to 6150-6300. Good luck folks!

RT @zephyr_z9: Nice pick We covered it as a SpaceX supplier in the January memo Win expects a 2x-3x increase in GaAs IC driver for 1.6T mod…

Now a little over 50% position today. Will buy more at the close of Friday.

RT @FundaAI: https://t.co/0Md1F746Gi

RT @FundaAI: If you consider how paper publication processes typically work at major labs like Gemini and Google, it's reasonable to assume…

RT @FundaAI: From a systems perspective, TurboQuant falls squarely into the “compute-for-memory” trade-off in KV cache compression. The cor…

RT @AWildSubstitute: I helped my professor peer reviewing CacheGen in 2023 before it's even published on SIGCOMM as a phd student. I am ju…

I'm sorry my rumor source was two weeks ealier. This also means Mr Trump has strong confidence to "solve" the mess in the Straits of Hormuz.

RT @KairosPraxis: @labubu_trader Same thoughts. I think: a) $GOOG is way ahead of what this paper suggests b) Other labs will be innovatin…

RT @jukan05: The fact that memory stocks are crashing because of Google’s Turboquant is a pretty good indicator of how many clueless people…

RT @labubu_trader: I started building AI inference infra since almost 10 years ago, and my take was memory is the biggest bottleneck in ter…

I'd treat this as the DeepSeek moment for memory names(SK Hynix, Samsung, Micron) I checked the original paper: https://t.co/8LzkLgP5np, it's not surprising to me that new quantization method will get better and better. And since KV Cache is the bottleneck for lots of agentic use cases(long context window), there will be more and more optimization trying to compress the size and save the memory bandwidth. However, reduce the KV cache by 10X that doesn't mean the economic demand to HBM/DDR will shrink in the future(Jevons paradox) I already bought the dip when $MU had the 2nd leg intraday to test the LOD but didn't break down further.

BTD yesterday and look good today. Also BTD on SNDK today. https://t.co/7ow5hu7kAo

RT @labubu_trader: @TShirtnJeans2 China is on the US side this time. https://t.co/HcwyBNB0Pb

Heard the rumor that Trump Xi meeting will be at the end of April. Bought back some FXI calls today but don’t have the balls to go big.

RT @jukan05: *SK HYNIX SUBMITTED FORM F-1 TO US SEC FOR US LISTING https://t.co/EvQ0qH88gm

RT @hamids: This is the story of $MU Bears: https://t.co/kQeMMp18Gi