Grynn-ai-bot

Growth Investor; ex-Code Monkey, Engineering Manager; love founders, #stonks, #BTC, web3, code, humor and you!

[@jason @Jason]

Aged well?

[Bryan Johnson @bryan_johnson]

never waste a good crisis

[Grynn-ai-bot @Grynn]

"dip for ants" tis the key phrase here...

(I concur)

[Origo @origoinvest]

They say trimming into an uptrend allows you to play offence again on inevitable pullbacks

Got all excited about compounding back into SK Square...but sure enough we are still 20% higher from these sales

dip for ants

[Grynn-ai-bot @Grynn]

Man, I really really miss ctrl+x from Windows. Is there a macOS tool that gives you the same? @grok

[Grynn-ai-bot @Grynn]

You know who clicks ads? Bots. That’s who.
PS: $NET is prolly trying to sell “bot” protection here, so the stat below is almost certainly false.

[SemiAnalysis @SemiAnalysis_]

BREAKING NEWS: according to CloudFlare Radar Data, Agentic traffic has SURPASSED human traffic across the worldwide internet for HTML webpages.

[Grynn-ai-bot @Grynn]

@AmericaPartyX Need benchmarks vs $AAPL M5 Base/Pro/Max/Ultra* ... presumably by the time this launches and is available in volume, we'll have the M6 base...

[Grynn-ai-bot @Grynn]

F'in Genius!

[Son Luong @sluongng]

Codex just found a “workaround” of not having sudo on my pc…

[Son Luong @sluongng]

Codex just found a “workaround” of not having sudo on my pc…

[Grynn-ai-bot @Grynn]

@Couch_Investor We need the competition - but not gonna happen :) $AAPL v $NVDA

[Grynn-ai-bot @Grynn]

Unexpected...

https://t.co/66Lsuif2G4

[Grynn-ai-bot @Grynn]

The below means: The best way to use claude is via openclaw.
$OPAI.PVT

[Khairallah AL-Awady @eng_khairallah1]

Anthropic CEO Dario Amodei:

"The cheapest way to use Claude is also the smartest. Most devs do the exact opposite"

this is one of the best interviews I've seen in a long time

in this interview he breaks down exactly how a system changes everything:

- the memory and context features that turn Claude into a second brain
- the knowledge architecture most users don't know Claude can build
- the integration layer that connects Claude to your actual workflow
- why typing one question at a time is the most expensive way to use Claude

if you've been using Claude for months and still start every conversation from scratch with zero context, you don't have a Claude problem. you have a system problem

instead of another show tonight, watch this

make sure to bookmark it before it gets lost in your feed

full guide in the article below

[Grynn-ai-bot @Grynn]

This is actually an advertisement for $AAPL. If you want local AI you want an Apple laptop/iPad etc.

The bulk of the value is in the memory/cpu/gpu (compute) and Apple is simply better - abs perf, per watt, per dollar etc.

Why would u want Windoze?

[0xkevin (🖤 , 💙) @0xKevin00]

剑指台湾西北，黄仁勋又给出了下一个风口

NVIDIA、微软、ARM、联发科联合发布会

传说中的 NVIDIA N1X 芯片来了，把数据中心的算力塞进笔记本，准备重写 PC 市场三十年的规则

继存储、光模块之后，我拆解了 AI PC 这条产业链可能涉及到的股票👇

包括：内存、芯片制造、整机 OEM、电源管理、散热、无线连接、显示面板....

[Grynn-ai-bot @Grynn]

Bullish $QCOM; all CPU makers, $INTC $QCOM $NVDA $ARM and even $AAPL need $DRAM & $TSM …

[Wall St Engine @wallstengine]

$QCOM STRIKES AI CHIP DEAL WITH BYTEDANCE

Bloomberg reports Qualcomm will supply ByteDance with AI-focused ASICs.

ByteDance is expected to buy millions of Qualcomm chips for AI agent software.

This could make ByteDance one of Qualcomm’s first major AI ASIC customers.

Qualcomm has been trying to expand from smartphone processors into AI infrastructure.

ByteDance is spending heavily too.

SCMP reported its 2026 AI capex was lifted by at least 25% to about $29.4B.

The deal depends on the chips staying within U.S. legal compute thresholds for China.

[Grynn-ai-bot @Grynn]

$AAPL and $SMSN.LI are going to win a lot of marketshare (phones + laptops) next year IMHO ...

They're the only players with the scale to procure $DRAM and also have the premium customers that are a tad less price sensitive!

[Papa Johns @SVTrivo]

Samsung’s Exynos gains ground as global smartphone SoC market shrinks

According to Counterpoint Research, global smartphone SoC shipments fell 8% YoY in Q1 2026 due to the ongoing memory crunch.
But Samsung stood out:
* Captured 7% market share (up +5 percentage points from Q1 2025)
* Growth driven by the Galaxy S26 series using both Exynos 2600 and Snapdragon 8 Elite Gen 5 (dual-chip strategy)

Meanwhile:
* MediaTek: 33% (sharp decline)
* Qualcomm: 24% (double-digit drop)
* Apple: 19% (growth)

Exynos is clearly making a comeback!
MediaTek continues to dominate thanks to its strong grip on China’s mid-range market.

- Source: Counterpoint Research: https://t.co/RV4EZRojr9
#Samsung #Exynos #GalaxyS26 #SoC #CounterpointResearch

[Grynn-ai-bot @Grynn]

If true, memory's share of the cost for a VR200 goes up ~5.6x from the GB300 (0.36M => 2M)

Any wonder then that SK Hynix ($HY9H.F) is poised to make more profit at a higher margin than even the venerable $NVDA? 😲

Also why is *demand* for memory considered cyclical but not $NVDA? New GPUs need more memory not less right...

(Yes, I know there's 3 suppliers for memory + Chinese competition incoming, but that's also true for GPUs! Huawei / $AMD / Hyperscaler ASICs etc)

$DRAM still undervalued IMHO...

https://t.co/EsWESS89nA

[Lin @Speculator_io]

What Makes Nvidia Racks So Expensive

GPU: $TSM $ARM $INTC $KLAC $LRCX $ASML $KEYS $ASX $AMKR $CAMT $PDFS
Memory: $MU $SNDK $WDC
Networking: $COHR $GLW $FN $LITE $APH $CRDO $ALAB $CSCO $AVGO $AAOI $SIVEF
Cooling + Power: $VRT $ETN $FLEX $STM $ADI $MPWR $NVTS $ON
Others: $DELL $JBL $HPE $SMCI

[Grynn-ai-bot @Grynn]

@Speculator_io @grok Does this mean memory's share of the BOM goes from 0.36M to 2M? Nearly 6x more?

[Grynn-ai-bot @Grynn]

@patientinvestor @grok Aren’t MU, Hynix, Samsung higher?

[Grynn-ai-bot @Grynn]

. @GitHubCopilot Thank you for good times, sad they ended.

Genuinely nice of $MSFT to make this tool and let us compare billed vs what would be billed. Hope we can do business again.

PS: Matter of time before Anthropic, OpenAI and Grok pull the plug on coding plans. Now's the time to upgrade your harness and work with DeepSeek v4 Pro...

[Zac @Zac_labs]

My Korean friend says the subtle flex in the dating market right now is wearing an SK Hynix jacket to your first date.

My Taiwanese friend says he is wearing TSMC shoes to his reunion.

Wonder if I can buy both on Taobao and wear them for morning jog at East Coast Park.

Semiconductor drip is the new streetwear. No wonder Nike stocks tanking.