Know Fund

Stodgy 401K's to wildly speculative options and everything in between from a Bordering-on-Curmudgeon's perspective.

[Know Fund @knowfunn]

@DarkPoolTech Not at all sure what u r talking about...SMCI Was up a lot yday and is gapping today. Quite the opposite is true...NVDA is telling the world they are embracing SMCI and Jensen is saying, publically, "Don't make me regret it"

[Know Fund @knowfunn]

@jwat_5 @BoxLongs Mandatory...not huge at all

[Know Fund @knowfunn]

@EugenJen54441 @QuarantineTrad2 @CSchlauf @qwer04041015 @MissJanesMike @wombat_oz_14 @Forson @jhnwtt @Russ_N_Starr $DEFT Where are the Insider buys?? ANYONE? Buelher?...Buelher? You are telling people you think it's going to zero...each and every one of you

[Know Fund @knowfunn]

@RedDogT3 Many of us were thinking the exact same thing $ONDS

[Know Fund @knowfunn]

@NickStanley3 @Rainmaker1973 End of discussion

[Know Fund @knowfunn]

@william_R2Rclub @rohanpaul_ai In each and every iteration of how ubiquitous the drone/robotic advancement is in China it's always the exact same location...as in singular

[Know Fund @knowfunn]

@paulcerro $HIMS this sky is falling post aged...poorly

[Know Fund @knowfunn]

@Calavagio $ASTS not sure i 100% agree but i luv the unambiguous call!

[Know Fund @knowfunn]

$ESTC "AWS’s Trainium project can help $ESTC mainly by making Elastic’s AI/search workloads cheaper and faster to train and run on AWS, which strengthens Elastic’s cloud value prop and AI roadmap.​

Technical and cost leverage
Trainium instances (Trn1/Trn2/Trn3) are purpose‑built accelerators for training and serving large language and generative models with materially better price‑performance and energy efficiency than prior EC2 GPU options.​

Elastic Cloud is sold on AWS Marketplace and is positioning its stack as a vector database and AI search platform; being able to run retrieval, ranking, embeddings, and custom LLMs on cheaper Trainium hardware can lower Elastic’s COGS and/or customers’ cloud bills for AI search/observability/security workloads.​

Product and ecosystem upside
Trainium is deeply integrated with mainstream ML frameworks via the Neuron SDK (PyTorch, TensorFlow, JAX, Hugging Face, vLLM, etc.), aimed at search, recommendation, NLP, and similar workloads that overlap directly with Elastic’s AI search and observability use cases.​

As AWS rolls out massive Trainium clusters (e.g., Project Rainier) and pushes partners to optimize on its chips, Elastic can offer Trainium‑optimized AI features (vector search, semantic retrieval, anomaly detection) on AWS, keeping ESTC competitive against other AI data platforms also co‑marketing with AWS.

[Know Fund @knowfunn]

@JonnieKing @Mark02081959 i LOL-ed that post...gonna be a tough year at the Adults table...folks only remember the last 2 weeks

[Know Fund @knowfunn]

@firstadopter I once went to a KFC that had run out of Chicken that remained open I guess hoping for that 'I would like a Bucket of Slaw" customer...lol

[Know Fund @knowfunn]

$NBIS Good break down and the future looks bright "This year, we believe that we have successfully laid the foundations for an outstanding 2026 — a year that should firmly position us among the top AI cloud businesses globally. And at the same time, 2026 is still just the beginning." Execution risk is real but i think she goes higher

[Know Fund @knowfunn]

@ThePupOfWallSt @SteveYonezu No such Luck

[Know Fund @knowfunn]

@LindaRaynold I like it's chances of closing that 8/21 gap with monster comittment from a Whale $ETHZ

[Know Fund @knowfunn]

@theblacklinehq OR maybe you're just wrong $AVAV

[Know Fund @knowfunn]

@TheFuturesDesk you can connect Glucose levels to ur Oura ring btw

[Know Fund @knowfunn]

@theloftVT @Lazarus_Capital @CSchlauf Problem of $DEFT 's own making...How could this be allowed to happen? It's amateur hour and the stock price is reflecting that unfortunately

[Know Fund @knowfunn]

@CSchlauf @theloftVT @Lazarus_Capital What a disaster...in every way

[Know Fund @knowfunn]

@shindaejin0722 @CSchlauf $DEFT isn't "go the other way"...it's TANKING . Reading the E's report with zero new insights very unlikely to improve anything

[Know Fund @knowfunn]

@PolarizingLit $AIP MOAR Boomage

[Know Fund @knowfunn]

@PolarizingLit $AIP BOOYA