AusTex Trader

[AusTex Trader @AusTexTrader]

@GavinSBaker @arakharazian If all these heavy frontier models and R&D is using up 95% of GPU compute today then moving to smaller more efficient open weight models could definitely hurt the infra story. It means the high amount of compute is not giving the return anymore and that is negative for infra.

[AusTex Trader @AusTexTrader]

@GavinSBaker @arakharazian What is surprising is their ratio of R&D compute to inference compute has stayed pretty stable for 2 years. I would have expected would have been a bigger chunk by now.

[AusTex Trader @AusTexTrader]

@MikeZaccardi @carlquintanilla Everything other than yields is worse today

[AusTex Trader @AusTexTrader]

@GaryMarcus It's all about the money. In many ways we need a bad bear market to restore our sanity. As long as the average investor keeps making money they think these nuts are geniuses

[AusTex Trader @AusTexTrader]

@vincentweisser Still surprising to see inference not a larger part by now.

[AusTex Trader @AusTexTrader]

@MikeZaccardi @SoberLook That original series is really weird that it shows less employment than 2000, that cannot be possible. We have added close to 2M H1b workers in last 25 years, where are they all working then.

[AusTex Trader @AusTexTrader]

@MikeZaccardi @SoberLook https://t.co/OvGRaw9qEe

This one is more relevant

[AusTex Trader @AusTexTrader]

@Rory_Johnston They are probably running out of missiles and could he preserving them for few weeks before the election. But longer term they do seem to be losing control.

[AusTex Trader @AusTexTrader]

@firesidealpha It will be communicating at morse code speed

[AusTex Trader @AusTexTrader]

@GsInfosystems Maybe it is apt, the intelligence is artificial, not real.

[AusTex Trader @AusTexTrader]

@StockSavvyShay The supply constraint is actually helping Nvidia with the crazy high pricing. If supply constraints evaporate, it will see much more competition from other companies. Right now Nvidia is locking up the tight supply.

[AusTex Trader @AusTexTrader]

@Bilalinvest @SamanthaLaDuc Price/sales captures all the international sales and even that is very stretched and at peaks. But the higher profit margins may justify higher P/S. If you think there is some mean reversion in margins then that could be bearish.

[AusTex Trader @AusTexTrader]

@MikeZaccardi Only reason is because of huge capital investment flowing into earnings. Gap between earning and FCF is huge right now.

[AusTex Trader @AusTexTrader]

@skirano What is the timeline for this, months or next human generation.

[AusTex Trader @AusTexTrader]

@UrbanKaoboy I will bet a million dollars that Trump didn't mean that. He just doesn't know what he is saying sometimes.

[AusTex Trader @AusTexTrader]

@megynkelly Anybody sane knows he was really trying to just disparage him. Republicans can't differentiate between murder and misdemeanors.

[AusTex Trader @AusTexTrader]

@MattWalshBlog @Cali_210 Not surprised that you have no intuitive sense for stats.

[AusTex Trader @AusTexTrader]

@adamjohnsonCHI Only thing I would say that it can't be called Biden/Harris policy. The VP has close to 0 power, they are really a spokesperson for the President. She could have resigned, but that's a standard almost no elected politician lives up to.

[AusTex Trader @AusTexTrader]

@CRUDEOIL231 @NebHuskies @ASSCanalyis If this continues for longer than they expect, they might end up buying barrels at much higher prices.