Charlie

I ❤ Coding + Scifi + Good Food + Music + Movies + Indie Games + Investing + Making Stuff / Art

[Mr Tactical @MrTacticalX]

When you ask Claude a Simple Question…😂

[Jason Luongo @JasonL_Capital]

Elon Musk is telling you EXACTLY what to invest in. He said "the value of compute per watt will increase over time, not decrease."

If I had $100,000 to invest in an AI portfolio, I would own these 10 stocks:

$IREN - $27.65 now. Microsoft handed them a $9.7B AI cloud contract. Targeting more than $4B of ARR from 2026 capacity.

$AVGO - $337 now. AI chip revenue up 221% to $16.7B last quarter. Guiding $21.7B next.

$NVDA - $220 now. Data center revenue up 117% to $89B last quarter. Guiding $108B next.

$CRDO - $182 now. Revenue up 115% to $479M last quarter. Optics alone expected to top $600M this fiscal year.

$MRVL - $244 now. Record $2.74B quarter. Targeting $70B to $90B in revenue by fiscal 2031.

$NBIS - $176 now. Revenue up 454% to $582M last quarter. Meta deal worth up to $27B.

$VST - $153 now. 20-year nuclear power deals with Meta for 2,609 MW. Up to 1,200 MW more going to AWS.

$NOK - $9.32 now. AI and cloud sales up 105% last quarter. Nvidia invested $1B for a 2.9% stake.

$AMKR - $44.69 now. $1.5B multi-year advanced packaging deal with Nvidia to expand Amkor's Arizona capacity.

$TSM - $431 now. Revenue up 41% to $46.7B last quarter. Guiding $52.3B to $54.3B next.

[NVIDIA RTX Spark @NVIDIARTXSpark]

When @jensenhuang asks for a somersault, you deliver. 🦆

See how AI agents on NVIDIA RTX Spark help bring @huggingface's Microduck from simulation to the real world.

[Charlie @synjai]

Fable 5.1 derailing into unimportant concerns as if those concerns are the project, and not the actual project in question. Had to revert to Fable 5.

[starmex @starmexxx]

AMD CEO LISA SU HELD A MINI PC ON STAGE THAT RUNS A 235B MODEL AND REPLACES YOUR $440/MONTH AI STACK

amd's ryzen ai max+ 395 is the first x86 chip that runs a 200 billion parameter model on one piece of silicon. cpu and gpu share 128gb of unified memory, no separate graphics card needed

the gmktec evo-x2 runs qwen3 235b fully, deepseek v3 comfortably and llama 3.3 70b with headroom. on linux you get 110gb of usable vram out of 128gb

amd claimed the chip beat an nvidia rtx 5080 by more than 3x on deepseek r1 inference. a lunchbox sized pc outrunning a $1,000 discrete gpu on a real ai workload

a heavy ai user pays $200 for claude code max, $200 for chatgpt pro, $20 for cursor and $20 for gemini. that's $5,280 a year and the box pays itself off in 9 to 10 months

install ollama, pull the model, point claude code at localhost. same interface, nothing leaves the machine, nothing costs per request

bookmark this and read the article below

[Krishna Agrawal @Krishnasagrawal]

Anthropic's team just showed how to use Claude Code properly.

30 minutes. free. presented by the person who created Claude Code.

Watch the workshop. Bookmark it 🔖

It's worth more than all those $500 courses you almost bought.

[JNS @_devJNS]

me and Claude building an app at 3AM

[Charlie @synjai]

@BritBratExpat @realMaalouf @BanishKneelers Are you delusional or stupid or both?
Oh wait, isn't the tools in the garage with all the other stuff? Yeah lets instant transmission into the garage while 2 guys are in front of you actively threatening and stabbing you.. #dumb

[Dr. Maalouf ‏ @realMaalouf]

SOUTH AFRICA: White farmers and Boers are being hunted down all over the country, all encouraged by the EFF, a communist and black nationalist party.

The media remains silent, or flat out denies it.

[Charlie @synjai]

@Crtquinn flipping madness how this happened.. ':D

[Charlie @synjai]

@SoulzBTC this is cool.
its just..

I'm beginning to feel like the only real thing worth trading is psychological support and resistance lines... :/

That and futures/options :/

[Elon Musk @elonmusk]

Good explanation of nihilist philosophy

[Charlie @synjai]

yip.

[Elon Musk @elonmusk]

😑

[Elon Musk @elonmusk]

😑

[Charlie @synjai]

@TansuYegen there is no intelligence here, just tool calls to move sets..

[Charlie @synjai]

@elonmusk ahh so you saw it :D

[Charlie @synjai]

@elonmusk The question is, for how long?

[Joe Hansen @joehansen]

Don't focus on what you think other people love, focus on what you love!

Elon Musk:
"Don’t try to figure out what others love. Rather, try to work on something you fall in love with, and others will love it too."

[Out of Context Human Race @NoContextHumans]

This costs more than a real car

[Charlie @synjai]

@KabKKKTTT @damianplayer this only holds true in a world with only humans, you should question old beliefs and see if theyre still valid, just because it was valid for a long time in the padt, doesnt necessarily mean they will be valid forever.