Andrew Colburn

Biotechs, Tech, Photoshop, Blender, Deals, & Random Thoughts. Tinkering and coding for fun. Tweets are not recommendations or endosements.

[Andrew Colburn @ndrewColburn]

@RealJimChanos *total revenue over a 10yr life cycle
**excluding additional operating expenses

[Andrew Colburn @ndrewColburn]

@BarbarianCap Watching those videos of CyFy Home Inspections just shows how dogshit these new builds are. I would never buy something made in the last decade. Builder lawyers say the claims are “dubious” but the internet has just made issues easy to find and easy to navigate resolution paths.

[Andrew Colburn @ndrewColburn]

Challenging AI god Jensen on his vision with 0 downside is now having a god complex. Pot calling the kettle…

[tae kim @firstadopter]

Nvidia CEO Jensen Huang says don't listen to CEOs with a god complex on AI (lol, Dario) $NVDA

On AI destroying jobs: "these kind of comments are not helpful .. somehow they became CEOs, you adopt a god complex and before you know it, you know everything"

"ground ourselves to talking about the facts" AI will "generate hundreds of thousands of jobs .. trillions of dollars [to the U.S. economy]"

[Andrew Colburn @ndrewColburn]

@NVIDIAGeForce PRAGMATA RTX

[Andrew Colburn @ndrewColburn]

Debating buying a few Jan 28 $400 puts on $SNDK. Prices are not sustainable and analysts are basing their sales projections on tandem increases in price and demand. It doesn’t work that way forever. Consumer sector will wither and data center cracks are already appearing.

[Andrew Colburn @ndrewColburn]

If I go by $SNDK current prices, the SSD storage on my gaming PC is worth about $1500 new. Anyone who thinks these prices are sustainable is smoking crack.

[Andrew Colburn @ndrewColburn]

@WisemanCap And he just scraped and built the front end. The back end, infrastructure, security, millions of users, etc are what make Reddit. It’s so tiring seeing these idiots peddle AI shitcos.

[Andrew Colburn @ndrewColburn]

@sharkbiotech People are crazy bidding this up. They have a short term windfall of maybe 2yrs. 0 way SSD prices being 10x from 3yrs ago are sustainable. And the market is running this like margins will expand over the next 10yrs not shrink back to barely profitable when it was spun out.

[Andrew Colburn @ndrewColburn]

@Mykalt45 Sorry for your loss, Michael.

[Andrew Colburn @ndrewColburn]

$SNDK bubble is the new $SMCI. Market never learns. Pour money into it on expectations that don’t make sense— but but “AI”

[Andrew Colburn @ndrewColburn]

Can’t tell if this is trolling or Krassenstein is in fact this retarded…

[Brian Krassenstein @krassenstein]

Visiting the Quality Learning center in Minneapolis earlier today. They are closed! It must be fraud.

Oh wait…

Oh and it’s spelled correctly, unlike MAGA claims. Don’t be idiots.

[Andrew Colburn @ndrewColburn]

For reference - direct sale: https://t.co/HUFRjZeXZI

[Andrew Colburn @ndrewColburn]

This market is retarded thinking $SNDK is going to be able to keep this level of pricing for enterprise and consumer drives. I paid less than 1/6th the current asking price for the 2TB sn850x 3yrs ago. Market is acting like these prices are sustainable. Gtfoh

[Andrew Colburn @ndrewColburn]

Trump “not ruling out military force” for acquiring Greenland is pure lunacy. Are there any adults running this shit? We are not China/Russia. We are better than that - act like it ffs

[Andrew Colburn @ndrewColburn]

@NVIDIAGeForce 1. Arc Raiders
2. Cyberpunk 2077
3. Black Myth Wukong
4. Borderlands 4
5. Doom the Dark Ages

[Andrew Colburn @ndrewColburn]

@NVIDIAGeForce Playing golden eye at my friend’s house after school.

[Andrew Colburn @ndrewColburn]

Anti-warhawk Republicans bending over backwards to support Trump actions in Venezuela. How many times can the CIA convince a sitting president to overthrow a foreign government sitting on oil reserves? The playbook is tired. The inevitable results are tired too.

[Andrew Colburn @ndrewColburn]

I have the original soundsticks. They sound amazing for the price point. If these sound anywhere near those, this is a great deal for some desktop speakers. https://t.co/LlfZ1F9p9c

[Andrew Colburn @ndrewColburn]

@Biohazard3737 Kef hole is real. Unless you’re an audio engineer most people can’t differentiate high end Yamaha from Kef at half the price.

[Andrew Colburn @ndrewColburn]

It baffles me that Trevor was able to pay a few million dollar bribe for a pardon and get away with billions stolen. It’s such a disgrace.

[Codfish Johnny @CodfishJohnny]

On January 23, 2025 @nikolatrevor filed an incredibly stupid lawsuit against CNBC and Hindenburg Research in New Jersey state court. Less than a year later, the appellate court has told Trevor to pay them both pursuant to NJ's anti-SLAPP statute.