Posts
Tokens commodifying *increases* not decreases demand for inference and *increases* revenue for AI chip makers
When tokens become more like commodities and most workflows can be sufficiently done with 10x cheaper open source models instead of the latest frontier model.... or when enterprises are okay with using a 10x cheaper open source model and post training it with their company specific context instead of paying …
Bought google at $390 and it's been sitting at $335 for what feels like forever, is this just a me thing
Not sure what i was thinking honestly. bought some shares back when it was pumping and felt like it was going somewhere. now it just sits there. checked it this morning, still 335. checked it last week, 335. it's like it's mocking me i know google isn't going bankrupt or …
South Korea markets triggered a 2nd circuit breaker this week. Is this cause for concern?
Korean market volatility seems to have hit extreme levels this week. Markets first triggered circuit breakers on Monday night and then again Thursday night. The 2nd trigger was a bit surprising considering micron just delivered a massive earnings beat. Experiencing 2 breakers in a week is already unusual. Triggering the …
oil market massively oversupplied - time to buy tech stocks
|Market needs just 12mb/d|June 2026|July 2026| |:-|:-|:-| || |||| |||| |||| |||| |||| |EW Pipeline|2.0|2.0| |Russia + Iran Oil on Water|1.5|1.0| |China Import Reduction|4.0|5.0| |UAE Fujairah Pipeline|2.0|2.0| |Iran Crude Exports|3.5|4.0| |Extra production (UAE, Iraq, Kuwait, Saudi, Qatar)|3.5|4.0| |Rest of World SPR Release|1.0|1.0| |US SPR Release|3.0|2.5| |Production Cuts outside Arab Gulf …
Is it normal for a President to name and promote stocks while he is heavly trading for himself
I recently shorted Lilly and I might be wrong in my reasoning and stock that was 850 only recently might truly deserve to be 1,350. However why do I have to take extra risk of US president peddling the same stock as next big thing after Dell, Intell, Oracle and …
Will AI hardware players be forced to back down on prices to save the rest of stock market?
I have very little knowledge about markets and the technical details of AI hardware, however, I can't help but think that the prices being charged by AI hardware providers such as Nvidia and Micron to companies to build out AI facilities appears to be completely unsustainable. Capex spending is now …
oil market massively oversupplied - time to buy tech stocks
|Market needs just 12mb/d|June 2026|July 2026| |:-|:-|:-| || |||| |||| |||| |||| |EW Pipeline|2.0|2.0| |Russia + Iran Oil on Water|1.5|1.0| |China Import Reduction|4.0|5.0| |UAE Fujairah Pipeline|2.0|2.0| |Iran Crude Exports|3.5|4.0| |Extra production (UAE, Iraq, Kuwait, Saudi, Qatar)|3.5|4.0| |Rest of World SPR Release|1.0|1.0| |US SPR Release|3.0|2.5| |Production Cuts outside Arab Gulf + …
Bumble shares surge 15% as dating app explores sale
https://www.reuters.com/business/bumble-dating-app-explores-sale-sources-say-2026-06-25/ "NEW YORK, June 25 (Reuters) - Dating app Bumble (BMBL.O), opens new tab is exploring a sale amid slowing growth in the online dating sector, according to three people familiar with the matter. The company, which gained recognition as one of the first major platforms to require women to …
S&P 500, Nasdaq futures slide as OpenAI IPO delay report rattles techs
Tech led a retreat in US stocks before the bell on Friday, as a report of a potential delay to OpenAI's IPO added to the headwinds that have whipsawed markets this week. Nasdaq 100 futures tumbled 1.2%, while those on the S&P 500 moved down 0.5% after both indexes closed …
Which one would you rather buy: keel, nbis, iren or now?
I am tring to sdd some new stocks to my positions and wanted to see what do you guys see has the most potential out of them, the last stock i added to my collection was bb a month ago, which niw has boomed alittle and i am very happy …