Семен Викторович

[Семен Викторович @BatrakovSV]

@masagangsta @Jason11557 Тургеневская девушка.

[Семен Викторович @BatrakovSV]

@Hugo_StiglitzUA Странно. Начало вывод потом вопрос. Посмотрите другие повторы и вопросов не будет.

[Семен Викторович @BatrakovSV]

@Squeedvord За полбутылки пива не просят деньги. Вероятно была не вскрытая.

[Chesny @chesny]

La CEO de AMD, Lisa Su, acaba de acabar con la caja de IA de $4,000 de Nvidia con una lonchera de $1,499.

Subió al escenario, la sostuvo en una mano y ejecutó en vivo un modelo de 235 mil millones de parámetros. Sin centro de datos. Sin nube. Sin GPU alquilada.

El chip en su interior es algo que nadie vio venir. El Ryzen AI Max+ 395 de AMD es el primer silicio x86 donde la CPU y la GPU comparten los mismos 128 GB de memoria. Ese solo truco permite que un escritorio ejecute modelos que antes necesitaban un rack de servidores.

De esos 128 GB, Linux le da al GPU 110 GB para jugar. Para contextualizar, una RTX 5090 te da 32 GB. Una 4090 te da 24. Esta caja te da más del triple que cualquiera de ellas, en un chasis del tamaño de un libro de bolsillo grueso.

El benchmark que rompió la sala: este chip superó a una Nvidia RTX 5080 por más de 3x en inferencia de DeepSeek R1. Una lonchera de $1,499 superando a una tarjeta gráfica discreta de $1,000 en una carga de trabajo real de IA. Nvidia pasó una década convenciendo al mundo de que necesitabas su hardware para IA seria. AMD acaba de poner eso en un escritorio por la mitad del precio.

Aquí está lo que nadie te está diciendo. Un usuario intensivo de IA ahora paga $200 por Claude Code Max, $200 por ChatGPT Pro, $20 por Cursor, $20 por Gemini. Eso son $5,280 al año saliendo de tu cuenta. La caja se paga sola en 9 meses y luego corre gratis por el resto de su vida.

Instala Ollama. Descarga Qwen3 235B. Apunta Claude Code a localhost. La misma interfaz que ya usas, excepto que ahora nada sale de tu máquina, nada cuesta por solicitud y ninguna empresa limita tu uso a las 3 de la mañana cuando por fin tienes tiempo para construir.

Este es el momento en que todas las suscripciones de IA se vuelven opcionales. Los abogados dejan de temer fugas de OpenAI. Los desarrolladores dejan de mirar el medidor de tokens. Los fundadores dejan de alquilar H100s para prototipos que nunca se envían porque la factura los asustó.

Las primeras mil personas en descifrar esto poseerán los próximos dos años de consultoría de IA privada.

[Семен Викторович @BatrakovSV]

@BluthCapital $MU CEO, in effect:"For over a decade, $AAPL has been squeezing our supply prices down to $20–$25 per memory pool, packing them into their aluminum enclosures, and selling them to consumers for $100 as cheap upgrades, while mocking our attempts to ask for even $30.

[Семен Викторович @BatrakovSV]

@megavoltd @bateman_pa12732 И только к 48 годам суммарно становится одинаковое количество мужчин и женщин (от 0 до 48).

[Global Markets Investor @GlobalMktObserv]

🔴The AI infrastructure bet is unlike anything seen before:

OpenAI and Anthropic have committed a combined ~$1.05 trillion in cloud spending across Microsoft, Oracle, Google, and Amazon, representing 43% to 54% of each provider's total revenue backlog, per company filings and The Information.

OpenAI and Anthropic's commitments now represent ~50% of the combined $2 trillion revenue backlog across the four largest US cloud providers.

In other words, the entire AI infrastructure buildout effectively hinges on the financial plans of two cash-burning startups.

Anthropic has committed ~$200 billion to Google Cloud alone over 5 years, representing more than 40% of Google's total revenue backlog, which itself roughly doubled to ~$460 billion in Q1 2026.

Microsoft leads with ~$627 billion in total backlog, of which OpenAI has committed ~$280 billion, representing ~49% of Microsoft's entire pipeline.

The AI boom is being built on contractual promises, not proven profits.

[The Kobeissi Letter @KobeissiLetter]

This is absolutely insane:

Alphabet, $GOOGL, Nvidia, $NVDA, Amazon, $AMZN, Broadcom, $AVGO, and Apple, $AAPL, have collectively accounted for ~50% of the S&P 500's total gains since April 1st.

This means these 5 stocks have added ~6 percentage points to the +12% rally of the index over this period.

Alphabet led the group, adding ~2 percentage points to index growth, with a +38% gain.

This was followed by Nvidia at ~1.5 points with a +21% return, Amazon at ~1 point with a +30% gain, and Broadcom at ~0.8 points with a +33% surge.

Apple contributed ~0.7 points, rising +13% over the same period.

Meanwhile, the S&P 500 equal-weighted index, a gauge of the average stock performance, has increased by just +6% since the beginning of April.

Big tech is carrying the market at a historic pace.

[Maven Tracker @maven_tracker]

▶️Resultados Toyota $TM

La empresa crece en entregas de vehículos en todos los mercados importantes con la excepción de Asia, donde la competencia China le come cuota de mercado.
🔹Ventas +0.61% de lo esperado / -0.6% vs el Q1 2025
🔹Ganancias +27.30% de lo esperado / +20% vs Q1 2025

La acción está abriendo sobre la media de 200 semanas, pero al no tener tendencia alcista, no sirve como referencia para punto de compra.

📌Aún puede caer por debajo de los $170.

NRI

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Memory Stocks Slide as Google’s TurboQuant Raises Efficiency Concerns - $GOOGL $SNDK $MU $STX $WDC

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐌𝐢𝐜𝐫𝐨𝐧 (MU) drops 𝟒.𝟕%, 𝐒𝐚𝐧𝐃𝐢𝐬𝐤 (SNDK) falls 𝟕%.

➤ Selloff linked to Google’s 𝐓𝐮𝐫𝐛𝐨𝐐𝐮𝐚𝐧𝐭 announcement.

➤ TurboQuant claims up to 𝟔𝐱 reduction in memory requirements.

➤ Raises concerns over future 𝐝𝐞𝐦𝐚𝐧𝐝 for memory chips.

➤ 𝐏𝐫𝐨𝐟𝐢𝐭-𝐭𝐚𝐤𝐢𝐧𝐠 also cited after strong 2025–2026 rally.

➤ Memory sector had been among top 𝐀𝐈 beneficiaries.

➤ Investors reassessing 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 growth outlook for DRAM/NAND.

[Семен Викторович @BatrakovSV]

@wowgrrr @KamonNandaba @SwedPaul А какой своп?

[Семен Викторович @BatrakovSV]

@8BitDo Hey @8BitDo , long-time fan here! Support said Zero GamePad Tools v1.4 is lost due to migrations. Any chance to check old archives? Would love to revive my original Zero! #8BitDo #RetroGaming

[Семен Викторович @BatrakovSV]

@seiryuuden Do you have Zero tools?

[Семен Викторович @BatrakovSV]

Hey @8BitDo, long-time fan here! Support said Zero GamePad Tools v1.4 is lost due to migrations. Any chance to check old archives? Would love to revive my original Zero! #8BitDo #RetroGaming

[Семен Викторович @BatrakovSV]

https://t.co/hcbzgdONkQ через @pastebin

[Money Ape @TheMoneyApe]

Also, US stock market cap to M2 money supply has surged to 306% matching the 2000 Dot-Com Bubble peak.

What that means, in plain terms:
• US equities are now worth 3× the dollars in the system
• The ratio has nearly doubled since 2022 (~160%)
• Long-term average (1975–1995): ~100%

History doesn’t love these levels:
• 2000 (~300%) → Dot-Com bust
• 2007 (~210%) → Financial Crisis
• 2021 (~280%) → 2022 bear market

[Warren Pies @WarrenPies]

JPM's annual Eye on the Market is always solid.

Notable that this year they see valuations as "not as high as you might think" (based on margins/ROE).

Last year, the focus was on how high historic valuation multiples were.

The consensus is (slowly) coming over to our view that this is not a "bubble" market.

[Charlie Bilello @charliebilello]

The S&P 500 has returned an average of 10% per year since 1928 despite an average intra-year drawdown of -16%. There's no upside without occasional downside, no reward without risk. $SPX

https://t.co/l5IYmkf6Ih

[Evan @StockMKTNewz]

Disney $DIS owned "Avatar: Fire and Ash" has passed officially $1 billion at the global box office

This is Disney’s third movie of the year to surpass $1 Billion in sales and the third movie in the Avatar franchise to surpass the milestone - @TheCineprism

[Wall St Engine @wallstengine]

Interactive Brokers says its clients beat the S&P 500 in 2025.

Individuals averaged 19.2% vs 17.9% for the index, and hedge fund clients averaged 28.9%.

$IBKR says the data reflects accounts above $50k (individual) and $1M (hedge funds) as of Jan 1, 2025.