Patrick Bateman

bears sound smart while bulls make all the money

[Citrini @citrini]

AI workloads are creating new memory objects that are too large for HBM but too valuable for cold storage. It’s simply to expensive to use DRAM for everything if it’s possible to use NAND for some of it. We’ve gotten three announcements focused on flash from three major players in the past couple weeks:

Nvidia is using flash to store reusable KV cache via CMX. This targets long-context, multi-turn and agentic inference by extending GPU memory with a shared KV-cache tier, allowing flash to become context memory for long-running agents.

AMD is using flash to store some system memory until it is predicted to be hot enough to go to DRAM. They’re buying MEXT as a software layer to accomplish this.

Apple is using flash to store some model weights until needed. Apple stores inactive experts in flash on the device side (AFM 3 Core Advanced, published a week ago).

If you can get the system to know what data is likely to be needed next, flash goes from simple storage to cheaper memory.

[Patrick Bateman @res_dorsia]

@Breadlee_FRM @ZanJacquRef 메모리가 공급부족이라는 사람들이 레버리지 단타만 치는지 알수 있는 데이터가 있나요?

[Gregory Blotnick @gregoryblotnick]

I'm laughing so hard omg. Yes this is real

[Patrick Bateman @res_dorsia]

So.. when are the shortages getting resolved exactly?

[Marko Kolanovic @markoinny]

People are surprised that $MU is down on stellar tripled yoy revenues. But they are quiet about the fact price is up like seven fold in the same period. Imagine when shortages are resolved and there is a glut, these stocks will drop 75% $SNDK $MU $WDC $STX

[슈포 (Superposition) @superposition_V]

https://t.co/pcBLVLjMSD

[Gregory Blotnick @gregoryblotnick]

for jr/mid-level analysts, or IB/PE going into L/S equity, or "outsiders" trying to get a seat...I pulled together a handful of "live" investment pitches from back when I was interviewing for HF analyst roles...there is a lot in here that may be of use to you, take what you need.

[Historic Vids @historyinmemes]

In a cruel world, always choose to be kind

[near @nearcyan]

found this great steve jobs clip

steve would like to remind you to send cold DMs and emails!!!

[Res @resdegen]

I became a better trader when I started writing things down. This is a framework I use to swing trade

Risk / Position size = function (timing, conviction)

It definitely helps to leave emotions aside, thus maximizing gains & minimizing losses

[Nathan | Factomind @NathanYJLee]

투자 결정을 실행에 옮기기 전에 꼭 답해야 하는 세 가지 질문

1. 내 결정엔 논리구조가 존재하는가? (난이도 하)
2. 해당 논리는 말로 풀어서 설명이 가능한가? (난이도 중)
3. 객관화 가능한 근거가 있는가? (난이도 상)

하나라도 답 할 수 없다면 그대로 스탑

단계별로 자세히 알아봅시다

[Wall Street Mav @WallStreetMav]

“There is an infinite amount of cash at the Federal Reserve”

🔊

[Nathan | Factomind @NathanYJLee]

기관 트레이더가 아니라면 알기 쉽지 않은 금융 자산 가격에 대한 진실

그리고 이 진실이 현재 매크로 환경에 미칠 영향

[Nathan | Factomind @NathanYJLee]

투자 실력 단기간에 올리는 3가지 방법

주의 : 제목은 자극적이지만 내용은 진부합니다

[Patrick Bateman @res_dorsia]

@Tyga_Kim South Korea is so retarded

[Pranay Pathole @PPathole]

In 2008, @elonmusk had to borrow money from friends for paying his rent. He basically invested all the money he had from PayPal in Tesla and SpaceX. If you believe in something then you shouldn't give up on it.