Kyle Rippey

Teaching AI to do paperwork. Hobby investor.

[Kyle Rippey @kylerippey]

@Michael66203872 @unusual_whales It’s Goldman. They’re always at least 3 months behind.

[Kyle Rippey @kylerippey]

current state of finx $MU

[Kyle Rippey @kylerippey]

@BarrySchwartzBW Taps sign https://t.co/IeUASNvjH3

[Kyle Rippey @kylerippey]

Narrative shift incoming: inference is going to get much more efficient than we expected. Short semis, long hypers. $MU $AMZN $MSFT

[Kyle Rippey @kylerippey]

There are so many horribly confused takes today on the relationships between compute, supply, demand, and details of specific businesses. Never an easier time to separate signal from noise. $META $MU $AMZN

[Kyle Rippey @kylerippey]

@hkarthik This sentiment is already extremely prevalent outside of tech unfortunately. Many people have a general mistrust, disapproval, or just plain lack of interest in using it

[Kyle Rippey @kylerippey]

@GS_CapSF Agreed https://t.co/IeUASNvjH3

[Kyle Rippey @kylerippey]

Narrative shift incoming: inference is going to get much more efficient than we expected. Short semis, long hypers. $MU $AMZN $MSFT

[Kyle Rippey @kylerippey]

Narrative shift incoming: inference is going to get much more efficient than we expected. Short semis, long hypers. $MU $AMZN $MSFT

[Kyle Rippey @kylerippey]

@nypost Okay it might actually be a good idea to stock up on toilet paper this time

[Kyle Rippey @kylerippey]

@FindleysFinance Sir, using logic is not allowed in this market

[Kyle Rippey @kylerippey]

@QuinnyPig @aiDotEngineer I thought they only appeared in packs of two or three

[Kyle Rippey @kylerippey]

@LDrogen I also think the bearishness on hypers due to infra cost growth is overblown. If they are truly experiencing this level of demand, they can pass high infra costs along to customers! Market just doesn't fully appreciate the scale yet.

[Kyle Rippey @kylerippey]

@BlackSwan4022 @TheLongInvest 387.70

[Kyle Rippey @kylerippey]

@VicVijayakumar Damn, might be a good life but not a long one!

[Kyle Rippey @kylerippey]

@loganb It’s also very small, but it is beautiful!

[Kyle Rippey @kylerippey]

So many people posting about “memory” who clearly don’t know the difference between ram and storage… 🙄

[Kyle Rippey @kylerippey]

@drayinvests Go for it then! I bought a little yesterday. Much heavier in $MSFT though.

[Kyle Rippey @kylerippey]

@sp3cul8r Market forces will resolve it one way or the other. Government intervention isn't necessary.

[Kyle Rippey @kylerippey]

@1ssve Ask your boss what’s typical, if they’re serious about it they’ll give you a range and encourage you to use it. In my experience 3-5 weeks is usually very acceptable.

[Kyle Rippey @kylerippey]

@VicVijayakumar Mac mini? Damn, didn’t know you were a billionaire!