Posts
This selloff makes zero sense.
All 4 major frontier AI labs basically agreeing that safety/security needs to be taken more seriously is bullish long term, not bearish. Nobody said “we’re cutting AI capex,” “we need fewer GPUs,” or “we’re cancelling datacenters.” The market is somehow pricing “let’s make sure frontier AI doesn’t cause a catastrophic …
AI slowdown: what does it mean?
Dw this wont be a long AI post where you need to scroll past 90% of it with long winded paragraphs. Why did this happen now? To act on what the “whistleblowers” said. One was a clear marketing stunt btw as he plugged his new company where we will work …
SK and Samsung cited uncertainty
The news just broke that SK Hynix and Samsung declined the proposal to repay 18 Billion in upfront costs for power supply in the next 5 years from Korea Electric Power Corp. What’s alarming is the reason why…. “The companies were unsure if such large upfront payments were necessary, citing …
We're getting a rate hike this week
No ands, ifs or buts about it. https://preview.redd.it/r27weyokleph1.png?width=1835&format=png&auto=webp&s=c4a65c6772dbef943d3a450ba427db1bc5235b59 It was already knocking on the door of needing a hike at the July meeting, but the Fed also has a history of doing nothing at the July meeting if the previous few meetings were pauses. They'd rather kick the can down …
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SNDK short until it drops to $999
That's right. Triple digits. Regarded? Perhaps. My conviction is that the further we get from the June highs, the more and more clear the signs of a cyclical peak having already been reached have become, and memory stocks are soon to crater. Now, what about the "insatiable demand", you say? …