reginaldju

A total Flop investor.. Never Investment or Financial Advice.. P.S. I am a flop at finance and trading, and I am not giving any financial advise

[reginaldju @reginaldju1]

@JKeynesAlpha @crashkolnikov Isn’t CBRS on OpenAI paid tier ..

[reginaldju @reginaldju1]

@mcagney @Figure “Working with FIGR” … dude YOU ARE FIGURE ..

[reginaldju @reginaldju1]

@righteouseatsss @mcagney What’s the Foxconn/hon hai report as it pertains to $FIGR ?

[reginaldju @reginaldju1]

@AdriBorLyon @69PostMax @vishal_better @danielsethlewis Vishal says he apologized for the infamous Zoom call from a few years back and also backed the apology by returning 50M$ in stock at that time for distribution for employees still at the company

[reginaldju @reginaldju1]

@69PostMax @vishal_better @danielsethlewis By everyone perhaps he means all the board members including Vishal ? Educated guess

[reginaldju @reginaldju1]

@vishal_better @AdriBorLyon @69PostMax @danielsethlewis Perhaps he means CCing all board members of which Vishal was one even during the consent vote ?

[reginaldju @reginaldju1]

NFA DYOR DYODD .. I’m a flop investor

[reginaldju @reginaldju1]

$CBRS buy buy buy … OpenAI is using CBRS for those willing to pay extra

[reginaldju @reginaldju1]

$CBRS such horrible hit job reporting by @SemiAnalysis_ that didn’t cover this aspect that OpenAI was using CBRS but behind a paid production for tier for those wanting blazing super fast performance .. $CBRS sold off after OpenAI dev day semianalysis fake news conveyed no CBRS

[reginaldju @reginaldju1]

$CBRS such horrible hit job reporting by @SemiAnalysis_ that didn’t cover this aspect that OpenAI was using CBRS but behind a paid production for tier for those wanting blazing super fast performance .. $CBRS sold off after OpenAI dev day semianalysis fake news conveyed no CBRS

[Shay Boloor @StockSavvyShay]

What really pushed me to put capital behind $CBRS was OpenAI putting it underneath a real paid production tier where customers are willing to pay for speed with Cerebras saying it can serve frontier models at ~14x speed and ~750 output tokens per second.

That’s huge because it shows latency advantage is valuable enough for one of the largest AI companies in the world to build a real product around it.

Then you layer in a relationship that can scale to ~750 MW and more than $20B of potential value alongside around $25B of RPO and suddenly Cerebras has far more forward visibility than you would expect this early in its commercial ramp.

[reginaldju @reginaldju1]

@_Jonathan_Dunn @vishal_better @danielsethlewis This is how these C suite types rip the shareholders off .. company is already short of cash .. we didn’t need this CEO change clearly the market agreed by selling off 50% .. due to this nonsensical CEO firing in the midst of a turn around despite tough macro - pl stop $750k ask

[reginaldju @reginaldju1]

@mcagney @HHorsley @Bitwise Eyes wide Shut..

[reginaldju @reginaldju1]

@joedab12 Good call wish I knew of ur account long back I would not have put in my April 320 CCs

[reginaldju @reginaldju1]

@JeffClauser @vishal_better By zoom background he meant they were all working from remote and now are in the office

[reginaldju @reginaldju1]

$BETR will be interesting to see how many shares Daniel Lewis bought after the stock tanked.. also how many he and board gave themselves once they took over.. And how his contract was written .. perhaps he makes out like a gangster .. and he did all this so he could average down

[reginaldju @reginaldju1]

@vishal_better Hope this was a wake up call Vishal as to the importance of cash preservation on the balance sheet .. don't blow too much $ chasing growth when macro is BAD.. preserve the cash to fight another day.. And lead with empathy

[reginaldju @reginaldju1]

@joedab12 @VickeJr987 lol .. hey power is critical in the DC and the chip ..-all kinds

[reginaldju @reginaldju1]

@joedab12 @VickeJr987 250 is the downside ?

[reginaldju @reginaldju1]

@VickeJr987 @joedab12 Is $VICR like $BE ? I don’t think so but asking

[reginaldju @reginaldju1]

@VickeJr987 @joedab12 Ty