Henrik jernbeck

[Henrik jernbeck @Henkejern]

It’s the end of the halftime show, hallelujah! Everything hallelujah!

[Henrik jernbeck @Henkejern]

@komplexkonjugat @montrose_io Och du förväntar sig att folk ska förstå den referensen på svenska twitter

[Henrik jernbeck @Henkejern]

@Ne_pas_couvrir

[Henrik jernbeck @Henkejern]

@Snaljapen Big fruit vill inte att du ska veta

[Henrik jernbeck @Henkejern]

@hiansolo Based on their playing styles, not very surprising. The effortless ballerina vs the heavyweight fighter

[Henrik jernbeck @Henkejern]

🤣

[Kris Sidial🇺🇸 @Ksidiii]

I think it’s safe to say that the quality and general understanding of market and statistical dynamics have completely died on the sell side.

The fact that a massive bank is putting out overlay charts like this, is really a sign of the times.

[Henrik jernbeck @Henkejern]

@stckpkr 1000 phds och 1m GPUs

[Henrik jernbeck @Henkejern]

mycket intressant

[Gappy (Giuseppe Paleologo) @__paleologo]

We are all part of the New Baseline

https://t.co/o7nfaBDbbF

[Henrik jernbeck @Henkejern]

Det absolut största problemet just nu är att folk underskattar AI, inte att folk överskattar AI.

[Henrik jernbeck @Henkejern]

@EkonomiGabriel

[Henrik jernbeck @Henkejern]

@arbitragearkit1 @cj_bernhardsson men med det sagt, jag kan inte bedöma vad som är önskvärt

[Henrik jernbeck @Henkejern]

@arbitragearkit1 @cj_bernhardsson exakt, det brukar finnas ett omvänt förhållande mellan de två

[Henrik jernbeck @Henkejern]

@jmgmoron STFU please

[Henrik jernbeck @Henkejern]

@fedinwimbledon @dieworkwear

[Henrik jernbeck @Henkejern]

@wiker_elin Det kan också vara "blankarmaffian" som vill förstöra som vanligt

[Henrik jernbeck @Henkejern]

this is who you are trading against

[Negligible Capital @negligible_cap]

*JANE STREET PLANS NEW DATA CENTER AS COMPUTE POWER RUNS SCARCE

Jane Street is planning to build and finance their own data center to keep up with demand for compute. Jane Street could reportedly use the facility to train internal AI models for functions such as predicting future asset prices.

They’re looking to add 100 – 200MW of additional capacity

[Henrik jernbeck @Henkejern]

@Ten_Bagger

[Henrik jernbeck @Henkejern]

@semicap I dont think you are alone in your bullish view of the semiconductor supply chain :D