Spicy B

I meme

[Spicy B @bskhung]

@optionscjp QQQ gotta take on that valuation as well

[Spicy B @bskhung]

@mrnuu @negligible_cap you dont have to use the API. You can download the model and use locally.

[Spicy B @bskhung]

@Ksaktweets @negligible_cap because energy is mad cheap as well there

[Spicy B @bskhung]

@EndicottInvests @Dr_Crossroads what % was nbis in your port before this move?

[Spicy B @bskhung]

@VibeWithRB @amitisinvesting hyperscalers are the only reason this buildout is happening

[Spicy B @bskhung]

@Gen90s_Rants @spectatorindex cuba

[Spicy B @bskhung]

@villi @GavinSBaker slow down their AI lab when most of the world's AI researchers are chinese LOOL

[Spicy B @bskhung]

@babyfolio @daniel_koss Tbh without him making a post like this, i wouldnt have known Daniel Koss sold out of his position. All I saw was that Daniel Koss was super bullish on $fcel a few days ago with him pushing the stock hard. He's got a large following.

[Spicy B @bskhung]

@21mattsmith1998 @ThematicTrader @daniel_koss He's done this more than a few times. You just don't go super bullish on some positions just to sell out a few days later behind a paywall. It's disgusting.

[zerohedge @zerohedge]

here comes DeepSeek freakout 2.0:

Weekly usage of Chinese AI models reached 9.223 trillion tokens, a 19.89% increase compared to the previous week; while the weekly usage of US AI models was 4.93 trillion tokens, a 16.27% increase compared to the previous week. Chinese models have surpassed the US in weekly usage for 4 consecutive weeks and remain the world's number one. DeepSeek-V4-Flash topping the charts

https://t.co/f3r0mppda9

[Spicy B @bskhung]

@Silent_fill0 @zerohedge Bro, what's driving the deepseek volume? It's the price. You think people in Asia want to pay so much for tokens for the US models? Average people in Asia don't earn that much.

[Spicy B @bskhung]

@eventuallyright @Sam_Badawi I dont think he said Waymo. But google was mentioned

[Spicy B @bskhung]

@TradesByC this looks fake

[Spicy B @bskhung]

@KrisPatel99 ya I have been researching on those. $oust is an interesting name. You should take a look and let me know what you think. They have earnings today.

[Spicy B @bskhung]

@Stockdrunk @KrisPatel99 I still think theyll get a bid when software is back

[Spicy B @bskhung]

@optionscjp @AdityaInvests90 are you constantly rotating with your smaller positions?

[Spicy B @bskhung]

@SayNoToTrading @StonkChris for real, I saw a lot of 100% in one stock people on here. That's conviction but that's also gambling.

[Spicy B @bskhung]

@Kaizen_Investor Do you have any leverage in your portfolio?

[Spicy B @bskhung]

@sharlet88 @Han_Akamatsu do you even know the size of the deal with Anduril?