mcwongatron

A hobby investor with 55% verified annual returns since Q1'22.

[mcwongatron @mcwongatron]

@realroseceline $CRDO?

[mcwongatron @mcwongatron]

@kunchenguid Thanks for your updates! Looking forward to your next video

[mcwongatron @mcwongatron]

@ParadisLabs What are the two data points between Nvidia and Micron?

[mcwongatron @mcwongatron]

@daniel_koss Thanks! How do you choose your weights in the quality and risk score?

[mcwongatron @mcwongatron]

@snmart @TheBigBerbowski Thanks! Always good to keep an eye on the bear case and the management hasn't changed. However, it doesn't seem like the author had an accurate picture of the AAOI/Amazon relationship, at least based on 800G shipment growth since the article was written.

[mcwongatron @mcwongatron]

@JonahLupton What prompt did you use? I would be interested in seeing what other frontier models answer

[mcwongatron @mcwongatron]

@borex_investing It would help with near-term build out for sure, perhaps at the expense of monetisation. Though, maybe an additional deal is not among the primary scaling bottlenecks in 2026.

[mcwongatron @mcwongatron]

@babyfolio Smart or dumb depends on how long you (or any investor) have the freedom to hold for

[mcwongatron @mcwongatron]

@itsalasdairmann Would you trim on a deal announcement given that immediate dilution is likely to follow?

[mcwongatron @mcwongatron]

@MMMTwealth Even more inexpensive if you calculate the weighted NTM forward P/S => 9x :)

[mcwongatron @mcwongatron]

@EndicottInvests According to $DUOL it’s 1240. Which means in reality it’s probably like 800.

[mcwongatron @mcwongatron]

@StockMarketNerd 🤣

[mcwongatron @mcwongatron]

@StockMarketNerd haha!

[mcwongatron @mcwongatron]

@Para_Capital Has Nebius disclosed their current utilization rate?

[mcwongatron @mcwongatron]

@RyshabTalks GPU rental spot price

[mcwongatron @mcwongatron]

@cashflow_king94 And what about 503 stocks? That is what most people own :)

[mcwongatron @mcwongatron]

@Kaizen_Investor The Plus subscription is $20 but there are couple of Pro tiers as well that offer much more compute. I can't say for Plus, but for Pro the cost per SOTA token is better value compared to Anthropic or Google APIs.