Posts
DC infra stocks will follow the typical "peak and settle" shape
My thesis is very simple. 1. LLM models will become more and more efficient - needing less and less compute, memory and network requirements. 2. LLM models will also become narrow and deep in their context - reinforcing the low need for hardware resources even further. 3. LLM models will …
MSFT earnings
MSFT earnings less than a month out. Prediction that it will run up to 462 just before earnings. Microsoft will post record earnings for another quarter. It will proceed to crash back down to 350 or lower. Source: my ass. I’m holding 160 shares at 460 so it’s definitely gonna …
I like the stock. WEN lambo.
I like the stock. WEN lambo.
WEN lambo
WSJ: Michael Burry Returns With Two Big Shorts: Palantir and Nvidia
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KOSPI traders figured out the way around the -8% circuit breaker
If you dump in the middle of the day they circuit breaker you. If dump right up to close who cares if you get circuit broken if you’re already on your way to the company drinking place.
Nvidia starts revenue-sharing credit-support model for AI Clouds
Posted tonight - 7/1/2026 # NVIDIA Unlocks AI Compute at Scale, Inviting Partners to Power the AI Infrastructure Buildout NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories, aligning economics through a revenue-sharing and credit-support model. As AI moves from model development to production inference, compute demand …