Atreya

Provocateur

[Atreya @Atreyafiredrake]

@intelfabs @Colosteve2000 Does the ability for Kv cache reuse to live on NAND make it more sticky?

[Atreya @Atreyafiredrake]

@blondesnmoney @based16z https://t.co/UhqvcyuTEU

[*Walter Bloomberg @DeItaone]

PRESIDENT TRUMP SAYS HE IS GOING TO CALL NETANYAHU RIGHT NOW AND TELL HIM NOT TO STRIKE BACK

[Atreya @Atreyafiredrake]

@bubbleboi Isn’t this a function of the Rubin delays? Cost would be a factor for sure but the prod ramp isn’t there to meet the Nvidia’s volume projections right?

[Atreya @Atreyafiredrake]

@chamath An issue that frontier labs will solve soon. Memory enabled install bases is sticky. Adoption will depend more on capability than cost. Once labs figure out adaptive routing better the cost will also decrease.

[Atreya @Atreyafiredrake]

BOK needs to cozy up to MSCI to up the index weightage. 24 hour trading of the won to start from today let’s see if that helps with the notoriously difficult onshore market. Lastly, $DRAM dollars need a way home man to keep the music running.

[zerohedge @zerohedge]

Foreigners have sold Korean stocks every single day - mostly to domestic ultra-levered retail investors - since May 6, the longest stretch on record by far.

[Atreya @Atreyafiredrake]

@philoinvestor Not without a stock split

[Atreya @Atreyafiredrake]

@RHouseResearch It’s basically a public SPLC <GO> list of whatever is in $SMH.

[Atreya @Atreyafiredrake]

@CapitalShipyard @chipflare @atelicinvest SoftBank stock and CDS and oracle stock and cds moving in the same direction. Saving you a bbg pull.

[Pythia Cap: Partially Conductive @PythiaR]

Bunch of Fintwit getting short semis means we go up

[Atreya @Atreyafiredrake]

Less?

[housefire @chipflare]

Think good chance people will still be foaming at the mouth over neoclouds in 2-4 weeks

[Atreya @Atreyafiredrake]

@chipflare You mean trailing stops have hit? Wait lemme share some things with you.

[Atreya @Atreyafiredrake]

@chipflare Japan Korea consumer is interesting here as wealth improves demographic and sentiment while running hot consumer credit cycles. Energy inflation will be key here with import dependencies but like it all together. Really haven't done much single stock work there outside AI work.

[Atreya @Atreyafiredrake]

@RHouseResearch @akramsrazor Very simply if you go from a declining business/product with extreme customer churn to strategically important w/ geopol adv + best in class (to be seen but priced in) + bluest of blue chip customer base expansion with indiscriminate buying + you get violent rerating.

[Atreya @Atreyafiredrake]

@tushar9590 What’s with the massive insider sale?

[Atreya @Atreyafiredrake]

@bubbleboi Please DM. We can make something work.

[Atreya @Atreyafiredrake]

@valuations_ With the expection of a few names on the right side of the trend ($BE $KTOS $FN etc) it’s a full Kelly short.

[Atreya @Atreyafiredrake]

@VKMacro Thoughts on gas oil/HO/diesel whichever is your poison, here?

[Atreya @Atreyafiredrake]

@Vmaxpax @BlackScholesMan Your take on US vs Europe/UK divergence is interesting. I own $VXX which hasn’t done much, that explains it.

[Atreya @Atreyafiredrake]

@Vmaxpax @BlackScholesMan I’m in the UAE rn. Costs for countermeasures have been a discussion point here as seen by heavy recent reliance on MCRAs as a primary line of defense. Talks about munition shortages have increased so see chemring’s 50% market share in expendable missile countermeasures key.