kyga

we out here washed

[kyga @RealKyga]

@GavBlaxberg Run it back

[kyga @RealKyga]

@CapstackCapital Thoughts on trump china supply chain bans wouldn’t that negatively affect $NNBR

[kyga @RealKyga]

@CapstackCapital Prodigy

[kyga @RealKyga]

Great time with the best and an incredible @WOLF_Financial summit

@StockMKTNewz @stocktalkweekly @PaperGainsInc

[kyga @RealKyga]

@pennycheck I mean healthcare will win crash or not every tailwind AI efficiency midterms/dems surprised you aren’t looking there

[kyga @RealKyga]

@Sam_Badawi STO $CRWV 😭

[kyga @RealKyga]

@AtlasShrug1 Hope you’re right would love a 170$ need to load back up

[kyga @RealKyga]

@Vmaxpax Sorry if posted elsewhere what’s your favorite ‘industry4.0’ plays seemed like there were a few to pick from have you narrowed it down

[kyga @RealKyga]

@dustiinxxx @Jainadave_ Hair loss

[kyga @RealKyga]

@stocktalkweekly All good bro get some rest and let’s pray for a TACO your performance speaks for itself and we will ride again 💙

[kyga @RealKyga]

@pennycheck

[kyga @RealKyga]

@pennycheck $SHMD 👉👈

[kyga @RealKyga]

@CapstackCapital W

[kyga @RealKyga]

Marvell’s reported work on a memory processing unit starts to look strategically important rather than incremental.

[kyga @RealKyga]

The Frozen chip concept is fundamentally about moving less data, not just doing more math. I keep coming back to the possibility that Marvell is more relevant than the market realizes. If Google’s architecture increasingly separates compute from memory optimization
🧵
$MRVL $GOOG

[Wall St Engine @wallstengine]

$GOOGL is developing a new AI chip that could run Gemini models 6 to 10 times more efficiently than its latest TPUs.

The chip, internally called “Frozen v2,” would bake parts of Gemini’s architecture directly into silicon, reducing data movement and the number of decisions required during inference.

Google is targeting deployment as early as 2028 to ease its AI compute shortage, though the design would trade flexibility for major gains in speed and power efficiency.

Source: The Information

[kyga @RealKyga]

@bull_jared39128 Care to explain?

[kyga @RealKyga]

@nachunja Ok but what does it mean

[kyga @RealKyga]

@realbenfrancis @quantian1 Iren then?

[kyga @RealKyga]

@pennycheck Might be time to change the name 🇮🇳➖🅰️

[kyga @RealKyga]

@CapstackCapital Some bigger guys followed you too recently not going to name them publicly but they should be shouting you out. See you at 10$ fam.