strictrope

Zephyr fanboy. Bagholding memory. Not financial advice

[strictrope @strlctrope]

👀👀

[Damnang @damnang2]

One of the things I shared 😱

CPU LFG!!!

[strictrope @strlctrope]

No risk, no story... damn lol

[Negligible Capital @negligible_cap]

From the Nomura desk this morning

Who could the buyer possibly be?

[strictrope @strlctrope]

There's always someone more bullish 😂😂

[Beth Kindig @Beth_Kindig]

The HBM market is expected to grow 25X in four years, from $4B in 2023 to $100B in 2027.

Meanwhile, it’s hotly debated whether memory has topped or will continue to lead the market.

This week, my free analysis tackles one of the highest-stakes questions in the AI trade. Link in bio.

$MU $NVDA $AMD

[strictrope @strlctrope]

Not too shabby

[strictrope @strlctrope]

👀👀

[bubble boi @bubbleboi]

Things are starting to turn around.

[strictrope @strlctrope]

Am I e/acc, or am I just irresponsibly long memory? I can't tell lol

[strictrope @strlctrope]

Only 2 nukes have been used against an adversary throughout history. Today the US has ~3,700 active warheads and globally there are about ~12,000 active. You think "pacing" is going to stop/slow data center capex? Lol

[strictrope @strlctrope]

I'd like to report a murder

[strictrope @strlctrope]

Sometimes maybe good, sometimes maybe shit

[strictrope @strlctrope]

Monitoring the situation

[Zephyr @zephyr_z9]

Fucking crazy dawg
Another 4x KV cache size per token reduction

[strictrope @strlctrope]

Manifesting

[lynk @lynk0x]

Your biggest win usually comes after your biggest loss.

Keep going.

[strictrope @strlctrope]

SKHY is at ATH because it was listed during July drawdown. SK Hynix (000660) is still down ~36% from June ATH

[strictrope @strlctrope]

That being said, the SKHY ADR is trading at ~43% premium to Korea shares

[strictrope @strlctrope]

Options, never margin 😂😂

[strictrope @strlctrope]

If Astra was trained on 100,000+ Blackwells, what does the next model trained on 100,000+ Rubins look like, and then the model after that trained on 100,000+ Feynmans lol

[strictrope @strlctrope]

😂😂

[YIMBYLAND @YIMBYLAND]

Hearing rumors that Anthropic is close to solving the housing crisis…

[strictrope @strlctrope]

@RJCcapital is leading my class action lawsuit. More to follow. 😂😂

[bubble boi @bubbleboi]

Since everyone at Anthropic has made it clear that AI is going to kill us all that better be listed as a potential risk in the IPO prospectus.

Failing to disclose this would be potentially illegal and give grounds for investors to sue Anthropic to get proper safety disclosures

[strictrope @strlctrope]

👀👀

[Dean W. Ball @deanwball]

“To solve the Navier-Stokes problem, we used an internal model that is significantly more capable than GPT-6 Astra.”

[strictrope @strlctrope]

MRVL & CRDO boys. Moon when? My Robinhood is depressing to look at 😅😅

[strictrope @strlctrope]

Hoooooooly. @bubbleboi is rich too