Liudas

💻🔌

[Liudas @Liudas]

Back in September @Shopify has confirmed a data breach where a couple of rogue employees stole customer data. Here are the main lessons learned and simple things you can do to protect your company. A thread:

#shopify #security #cybersecurity #cyberawareness #databreach

[Liudas @Liudas]

@DraupnirAlpha Do you have any idea what you’re talking about?

[Liudas @Liudas]

Lisuan LX 7G100 is cool but its not a real competitor to $NVDA. It compares to 4060/4070 and competes in the gaming market (yes, it can run small models). Nvidia makes less than 10% of their revenue from gaming because data centers are much more profitable. I do like that there are more competitors in the gaming market though. Maybe gaming PCs will come back to reality.

[Liudas @Liudas]

@kevinxu Kevin, will all due respect, do you publicly explain the reasoning? Or just call the shots and hope the retail follows?

[Liudas @Liudas]

@aleabitoreddit I learn a lot from you and your goal is working. Keep it up, can’t wait for the LLM to drop, count me in

[Liudas @Liudas]

@aleabitoreddit Oh this is good

[Liudas @Liudas]

@aleabitoreddit I find your posts insightful and I learn a lot. Keep it going. Don’t let the trolls stop you from delivering value to the community.

[Liudas @Liudas]

@mikalche @grok @cvpayne @APompliano @ericjackson @fundstrat @grok pick top 3 names each category (can overlap):
1. cooling
2. grid density
3. power density
4. infrastructure efficiency

timeline: 6->24 months

[Liudas @Liudas]

@aleabitoreddit Help me understand. Your model shows NT$1.87B net income in 2027. At ~20x that's roughly NT$37B market cap — but the stock is already at NT$46B today. What multiple are you actually using?

[Liudas @Liudas]

@aleabitoreddit @b00gersburner @pocimont Real question is who trusts vibe coded apps with their taxes and client books. Hallucination + sensitive data is a liability nightmare. Platforms that act as full ecosystems survive disruption — users locked into the suite is the moat, not any single feature.

[Liudas @Liudas]

@aleabitoreddit @latent_value7 @fabiorbb Can I apply

[Liudas @Liudas]

@aleabitoreddit @Yolo365247isme @javedmati Do not reveal identity, do not sign, remain independent. You will be the real community hero.

[Liudas @Liudas]

Price extension from a moving average is a technical signal, not a fundamental ceiling. The question isn't how far something has moved — it's how large the gap still is between current market cap and what the business is actually worth once the thesis is priced in. If that gap is still 5-10x, the chart is noise.

[Liudas @Liudas]

@DHSgov That’s treason.

[Liudas @Liudas]

@CrackerBarrel Fire the CEO and the stock will be at $70

[Liudas @Liudas]

@libsoftiktok @gofundme is this true?

[Liudas @Liudas]

@elonmusk These are the problems you think are worth focusing on?

[Liudas @Liudas]

@elonmusk I’d say users are experiencing bias

[Liudas @Liudas]

@elonmusk What’s the point of this garbage? This does not feel like a productive use of resources.

[Liudas @Liudas]

@legen_eth Historically August and September present good opportunities, don’t rush

[Liudas @Liudas]

@gunsnrosesgirl3 Pretty sure that’s Nancy Pelosi