fat tail

maximally sceptical
math and econ student

[fat tail @unknownalpha420]

@zeroxkyle I am holding this atm

[fat tail @unknownalpha420]

im doing it RAHHHHH

[fat tail @unknownalpha420]

@escvel0city11 I pulled the trigger ‼️

[Mihura @XMihura]

i'm glad elon bought cursor so they can actually compete

i'm glad openai still has teeth and infinite compute

i'm glad anthropic is pushing the frontier and competition forces them not to hide it

i'm glad the zuck is taking this seriously

i hope google gets its shit together

i'm glad china is catching up

i'm sad europe is not

i don't want concentration of power

i want a multipolar world with healthy competition

i want humanity to thrive

i want my children to grow in a better world

i want to cure cancer

i want to understand the universe

i want people to be truly free, and freedom is just the capacity of execute your own will

i want the future to be bright

[Liquidity Goblin @liquiditygoblin]

if you’re bad at statistics and have a terrible understanding of psychology, at what point do you realise you should become an economist?

[fat tail @unknownalpha420]

@Jglad011 @biancocap96 Mirae is undergoing a stock split so its halted for a few weeks

[fat tail @unknownalpha420]

@Reignots I like $KSTR but also https://t.co/JFwnsG9M8v is excellent for broad semi exposure without some of the tech deadweight

[yves @yvesstocks]

3x long labubu being long $MIRAE is like cristiano ronaldo coming into 3rd german league to help the club advance to the champions league.

bullish, $025560.KS

[fat tail @unknownalpha420]

@labubu_trader Mirae i like

[fat tail @unknownalpha420]

@holden_commodor $Q !

[fat tail @unknownalpha420]

@bubbleboi So if you think NVDA rolls over, who steps up to the plate in the GPU space, does the market move to TPU?

[fat tail @unknownalpha420]

@Blair519 Hows NBIS looking after the weekend?

[Jukan @jukan05]

>>TSMC Teams Up with Winbond to Build a Homegrown DRAM Supply Chain for AI

• Amid deepening global memory shortages, TSMC has brought Winbond into its AI chip supply chain. The two companies will collaborate on next generation WoW (Wafer on Wafer) 3D stacking technology, with Winbond supplying DRAM wafers and TSMC stacking them with logic wafers for use in AI chips.

• TSMC has historically relied on Samsung Electronics, SK Hynix, and Micron, but as the supply shortage has intensified, it is seen as moving to diversify its sourcing. The industry views this partnership not as a simple supply agreement but as part of a TSMC strategy to cultivate a memory supply chain within Taiwan and strengthen the supply stability of its AI chips. Winbond, for its part, is expected to use this as a springboard to enter the AI server and high performance computing supply chains in earnest.

[fat tail @unknownalpha420]

@mikibymiki Thanks mate, glad this helped with any research!

[fat tail @unknownalpha420]

https://t.co/PmIQMEg0s7

[fat tail @unknownalpha420]

@ZaStocks get some winbond CUBE mem then

[fat tail @unknownalpha420]

@DGretta_Author alot, seems like you and i did the same with SNDK

[fat tail @unknownalpha420]

phison stock doesnt move even on a hugely bullish MU print. classic

[fat tail @unknownalpha420]

@babyfolio Same trade happening with Samsung preferred right now