@na_option Orderflow is sloppy lately. Bounce off of 340 in April was good. May tap 400 again, but needs to go trade 468 IMO.
Not losing sleep with any of it.
@InvestingAddict Iโm starting to think this is the reversal of the โtech bubbleโ. All the hype of how tech was going to revolutionize the world is coming true.
SpaceX has almost finished writing V1.0 of an in-house AI training stack in C that exact-maps to 220k GB300s with 800G NICs, making heavy use of pipeline parallelism and getting as close to bare metal as possible.
The potential speed improvement vs JAX for large training runs is over an order of magnitude.