jay

[jay @jayarrofiqi]

@Mr_Derivatives Is this legal? President try to manipulate market and sell subscription.

[jay @jayarrofiqi]

@KrisPatel99 @grok explain if the price cut from openai after they implement dspark?

[jay @jayarrofiqi]

@JG_Nuke Its lower because they optimize inference using dspark/speculative decoding. It allow more concurrent user with same gpu amount

[jay @jayarrofiqi]

@0xSero Agree, glm is much better than qwen. Havent try kimi

[jay @jayarrofiqi]

@NoLimitGains The next leopold?

[jay @jayarrofiqi]

@zephyr_z9 Use Dspark?

[jay @jayarrofiqi]

@wallstengine All of this headline/drawdown just to liquidate his position?

[jay @jayarrofiqi]

Kimi do not receive any new subscription, now Ollama also do the same.

But semi stock sell off

#SMH
#SKHY
#MU
#NBIS

[jay @jayarrofiqi]

@pepemoonboy Lesson learned: dont follow investment advice from dog drinking soda?

[jay @jayarrofiqi]

@amitisinvesting With its massive cashflow, this is the logical use of cash.

[jay @jayarrofiqi]

@kai_xbt Totally agree that hyperscaler will create their own compute. But how about small/medium enterprise and individual?

[jay @jayarrofiqi]

@elonmusk FSD also open source?

[jay @jayarrofiqi]

@wallstengine But someone told me china will flood the market with cheap memory.

[jay @jayarrofiqi]

@bubbleboi Its regression with stereoid

[jay @jayarrofiqi]

@jukan05 Its not because of oil price?

[jay @jayarrofiqi]

@amitisinvesting Its the best negative stock correlation so far. If you have semis, at least have some mag7.

[jay @jayarrofiqi]

@bubbleboi NVIDIA is apple for gpu. Individual buy nvidia gpu while some enterprise buy google tpu.

[jay @jayarrofiqi]

@itsjcmerlo You use margin on leveraged etf?

[jay @jayarrofiqi]

@Mr_Derivatives Im not day trader, but its so true.

[jay @jayarrofiqi]

@Kimi_Moonshot I cant even try kimi k3 with free account. It said server is busy.