Phat Tran

[Phat Tran @PhatHTran]

@Temple_Eight Tech barely down after seriously bad news. I'd say it was the bears that got rejected. Not many motivated sellers or nervous hands left after the rout last week

[Phat Tran @PhatHTran]

@borisyeltzin1 @xIrissy @grok Every country will have AI and robots. The more energy resources a country has, the more AI and robots it can support.

[Phat Tran @PhatHTran]

@omoiluoke1 @xIrissy @grok India can abolish the caste systems tomorrow in law, but it will take a generation to get past it in society. So there will be a 30-year lag. Also need to get rid of any past-life karmic superstitious thinking.

[Phat Tran @PhatHTran]

@borisyeltzin1 @xIrissy @grok Not enough people, not enough land. And Jewish exceptionalism depends a lot on a precarious existence, so any demographic security reduces the main argument for any chance of becoming a superpower with a small population and small land mass.

[Phat Tran @PhatHTran]

@kingofknowwhere The Chinese AI labs are probably realizing that they need multi-trillion parameter models to compete at the frontier. Such large models take Western labs many months to pre-train on the fastest AI clusters. China's chips can only train at 1/8 the speed.

[Phat Tran @PhatHTran]

@dgt10011 Lisa Su

[Phat Tran @PhatHTran]

@AlexHollings52 So these were viewed as Chinese nationals betraying their country. Heard about what some other countries do to foreigners who bring in weed?

[Phat Tran @PhatHTran]

@Hello_World @grok Conspiracy theories are for people who can only understand the neatness of stories and not the actual and unsensational workings of the world.

[Phat Tran @PhatHTran]

@ginamilan_ @VickieCouch22 News of impropriety often prompt others with related knowledge to speak up. No need for a conspiracy.

[Phat Tran @PhatHTran]

@Da7_Tech I am pretty sure that none of what you said is true. That's not how an actual AI lab works, and distillation isn't used to bypass the need to throw lots of data at the model.

[Phat Tran @PhatHTran]

@TheProfInvestor Log slope is growth rate. Thinking the channel from the last decade still holds assumes that growth in the last two years was the same as in the previous decade. Obviously wrong.

[Phat Tran @PhatHTran]

$SOXX split 3:1 yesterday. I didn't get the new shares right away and my loan value in $SOXX was cut by 66%. I wonder if this caused any margin calls or retail panic and contributed to the Nov 5 rout.

[Phat Tran @PhatHTran]

@farrmacro Agreed. It's a polarizing issue and so was whipped up for the midterms. I think we'll hear a lot less about AI backlash going forward. Practical concessions will be made to address every stakeholder's practical concern without much hoopla.

[Phat Tran @PhatHTran]

@pequityresearch I am an FT subscriber. The full quote is 'Demand for components “should not be soft right now, in this part of the cycle,” they added, referring to Intel’s earnings report.' Confusing Intel's memory constrained PC business with soft demand.

[Phat Tran @PhatHTran]

@jwt0625 Given bad yield/quality, would qualification delay commercialization of new supply? Or does your pull in already factor that in?

[Phat Tran @PhatHTran]

@EBvek1 You cannot articulate an intelligible opinion on SOXL without referencing SOXX. With the RSI on SOXX at 30, this would not be a bad time to buy SOXL, or swap SOXX for SOXL. But do not hold SOXL long term.

[Phat Tran @PhatHTran]

@The_AI_Investor Be careful with Besi. DRAM wafer shortage and hybrid bonding costs have lead to a huge despeccing of HBM to simultaneously stretch the wafer supply and side step hybrid bonding.

[Phat Tran @PhatHTran]

@bubbleboi @MajorOcelot45 It's impossible for there to be a secret new memory type that will sideswipe the incumbents. The AI buildout needs memory of all kinds on such a scale that the entire supply chain would have to be prepped for anything new. We'd have heard about it.

[Phat Tran @PhatHTran]

@elonmusk @jayvasdigital Nobody is attacking the freedom to be stupid. People are just attacking the being stupid part.