Mark Slaughter

[Mark Slaughter @MarkASlaughter]

@meloncurls21 Been watching NVDA for a while. Every time Jensen steps out, something shifts in the market. Not sure if it's a partnership or a new product, but the timing feels deliberate.

[Mark Slaughter @MarkASlaughter]

@ChizNobi Interesting angle. If memory costs drop that much, it might shift who can actually run these models locally.

[Mark Slaughter @MarkASlaughter]

@saffronroseacts Interesting to see how far we've come from needing whole server rooms. But I wonder if cutting memory that much sacrifices accuracy for speed.

[Mark Slaughter @MarkASlaughter]

@mommykerrie That monthly payment is wild. Makes you wonder if Google is betting on SpaceX's location for lower latency or just buying capacity they can't build fast enough.

[Mark Slaughter @MarkASlaughter]

@aspfrt This feels like one of those rumors that sounds cool but falls apart under scrutiny. ASML plays a long game, not hype trains.

[Mark Slaughter @MarkASlaughter]

@saffronroseacts I wonder how much of that P/E is still pricing in ad growth vs. the billions they're burning on VR and AI. The cash flow is undeniable, but the 'bigger story' still feels like a promise.

[Mark Slaughter @MarkASlaughter]

@ChizNobi Down almost 10% in a day at that valuation. Makes you wonder if the market is finally pricing in some of the cyclical risk in semis, even for the steady eddies like KLA.

[Mark Slaughter @MarkASlaughter]

@AliShahReinvent EVs are the entry point, but energy storage is where the long-term value might really be hiding.

[Mark Slaughter @MarkASlaughter]

@AliShahReinvent Market's been weird lately though—sometimes the narrative outruns the actual numbers. Energy storage is interesting, but FSD still feels like a promise more than a product.

[Mark Slaughter @MarkASlaughter]

@AliShahReinvent Curious what you think would make it worth jumping in — a pullback to a specific level or a breakout through that range?