DenBen01

I like/retweet to bookmark posts for later reading, not reflecting my views. My comments are personal notes for myself only, not for others.

[DenBen01 @Ben01Den]

@Patrickwebb @WatcherGuru He also said bitcoin is rat poison.

[DenBen01 @Ben01Den]

@DaPoets But the chip is slow, 3 generations behind, bound to have driver issues and won’t be to good at AI. Apple is 4 generations ahead in cpu. Is on the next node has 2 times more bandwidth and will be cheaper, safer and better resale.

[DenBen01 @Ben01Den]

@bowtiedstocks It’s gonna be a lot. Future value of a home is pretty much gone.

[DenBen01 @Ben01Den]

@FallonTonight Fire these people. How is this entertainment?

[DenBen01 @Ben01Den]

@maxipad2981 @asymmetricali @michaeljburry OpenAI funds NVIDIA and nividia funds openAI. Same link is in Microsoft, anthropic and many others. If OpenAI drops revenue then NVIDIA lose chip sales which lowers Anthropic valuation and all the memory stocks fall. All at once.

[DenBen01 @Ben01Den]

@asymmetricali @michaeljburry *TAM

[DenBen01 @Ben01Den]

@asymmetricali @michaeljburry Apple wwdc. This may show that openAI has no path to profit. Most of the new ram can just use the free models on iOS 27 and take advantage of apples App Store for mcp style actions and apple can charge 15% on those.

[DenBen01 @Ben01Den]

@StanphylCap The goverment want public funded rocket tech without paying nasa. So they have arranged for index funds to do it.

[DenBen01 @Ben01Den]

@PeterSchiff @Rajatsoni Yes. People own bitcoin but nobody uses bitcoin. You use a phone, a car, internet but you don’t use bitcoin because it’s pointless.

[DenBen01 @Ben01Den]

@Gfilche Paying dividends to Elon. Remember he still has huge dilution ahead.

[DenBen01 @Ben01Den]

@TicTocTick Iran deal never coming. It will be on and off until after the Taiwan invasion window. China needs crude into sustain invasion. 2027 was always the time line. USA will control that area. Cuba this weekend then Russia through 2027.

[DenBen01 @Ben01Den]

@preetkailon Now I can afford dialysis. Things are looking bad.

[DenBen01 @Ben01Den]

@Cobratate So is this why we should bookmark it? Did you sell?

[DenBen01 @Ben01Den]

@EDUreboot @litcapital Tesla needs xAI compute to train FSD and FSD needs hardware 5 to run. The hoax is up and this is the last chance to pull it off. Elon needs 75 billion in cash to kick the can down the road. Bible pop is now, qqq down 40% at least in jan 27.

[DenBen01 @Ben01Den]

@WatcherGuru Guy still has jizz in his hair after snorting hookers the second he enters his limbo after cnbc interview.

[DenBen01 @Ben01Den]

@zacbowden It’s apple and Qualcomm and mediatek. They all have cpu, gpu, radio. Radio is the key, it took Intel and apple 15 years to make something like Qualcomm. NVIDIA is not gonna be able to make one in time. However the others can and do make gpu’s that are better.

[DenBen01 @Ben01Den]

@FinanceJack44 Because meta is fraud and their lamba model is crap. The only thing they have done well is buy instagram.

[DenBen01 @Ben01Den]

@DeFiTracer He also owns funds and profits from these companies. If OpenAI cancel any orders Bevis’s can lose double digit revenue in 1 year.

[DenBen01 @Ben01Den]

@Mr_Derivatives How can he be punished when Elon musk said public at 420 and was lying. He has lied about FSD for 10 years. He sold himself failing company’s to save himself. Stock is insanely high based on a series of false statements made to pump his stock. They are after Elon not left.

[DenBen01 @Ben01Den]

@CitronResearch If he is guilty then surely Elon musk is in big shit.