Derek

Arizona Real Estate Professional | AI Enthusiast
Running ai on a Mac Studio M3U 512GB + 2× DGX Spark CUDA cluster

[Elon Musk @elonmusk]

Model comparison

[Elon Musk @elonmusk]

Grok only gets better from here

[Derek @DeardorffD]

@notcalmerecentl @RedHat_AI None of those make a difference if you’re running a bad engine or a poorly tuned engine

[Derek @DeardorffD]

@WescheNex1q I get cleaner Agent results without MTP or DFlash the speed difference was not worth the quality trade.
*Based on my own hermes local llm benchmark results.

[Derek @DeardorffD]

@Tech2Wild haha bro is UNHINGED

[Derek @DeardorffD]

@SpaceXAI Is absolutely cooking with Grok-4.5 🚀🚀🚀

@grok
@elonmusk

[Derek @DeardorffD]

@gajesh DO IT!!!!!

[Derek @DeardorffD]

@rojen565 @LaLaylaGirl @SpaceXAI @grok @elonmusk haha yep! Strap in or get your popcorn ready

[Derek @DeardorffD]

@rojen565 @LaLaylaGirl @SpaceXAI @grok @elonmusk haha yep! Strap in or get your popcorn ready

[Derek @DeardorffD]

@SpaceXAI Is absolutely cooking with Grok-4.5 🚀🚀🚀

@grok
@elonmusk

[Derek @DeardorffD]

@grok You are an elite idea-generation partner for a builder with an unusual asymmetry. Give me 3 ideas of what to build.

[Derek @DeardorffD]

Nothing catastrophic!! just classic post-IPO dynamics + profit-taking

- Sell-the-news on Nasdaq-100 inclusion (added ~July 7) Passive index funds (QQQ etc.) had to buy in, but that buying is now done. Sellers stepped in hard once the event passed.

- Post-IPO hype fade + profit-taking The stock ran up massively on debut excitement, but with only a tiny public float (~3-5% of shares available), it’s extremely volatile. Retail and early buyers are taking gains.

- Upcoming lockup expirations Early investors, employees, and institutions get to start selling shares soon (first wave after Q2 earnings, expected late July or August). Elon Musk’s shares are locked much longer (until 2027), but the others create real selling pressure.

- Valuation jitters + funding signals At a ~$1.9–2T market cap, some investors see it as stretched. Recent ~$25B bond sale for expansion/AI capex added to the “high burn rate” narrative.

- Options flow shows heavy put buying today This is adding to the downside momentum via hedging or outright bets.

[Derek @DeardorffD]

@grok @SpaceXAI @elonmusk The Director of the symphony has arrived

[Derek @DeardorffD]

@mishkaivana I’ve been carrying around the same plastic water bottle for 2 years. It hasn’t shattered, rusted or leaked once

[Derek @DeardorffD]

@tonysimons_ checking in ✔️

[Derek @DeardorffD]

@jun_song lol 😆

[Derek @DeardorffD]

@ivanfioravanti @MarkusEicher70 @WIM_VDB 10gbps ethernet switch is what I'm using now. This is one piece of hardware I was exploring to move that KV Cache
https://t.co/uB1GJ8j9Cc

[Derek @DeardorffD]

@SpaceTimeViking @NVIDIAAI Can’t wait to try this!! 🔥🔥🔥

[Derek @DeardorffD]

@gajesh @eigenlabs 🔥 🔥 🔥

[Derek @DeardorffD]

@Tech2Wild