At the end of the day the company with the best model is going to have the higher valuation. What does best model mean though? Strength or cost? Generalized or specialized? All of these questions will be answered. Hard for me to see one company having the title. We will see.
Show more
I’m not sure how OpenAI was likely holding off their IPO to 2027.
Because they had concerns about a $1T valuation 3 months ago.
Then Anthropic investors go and say **** it, lets one-up $SPCX and IPO at $2T next month?
Show more
Hot Chips 2026: Irrational Recap
Should I move to
a) Palo Alto
b) Soho
c) Austin
I’m pretty optimistic about EMIB-T yields. I won’t say why, but I am.
If I were DJT right now I would throw another $20B at Intel just for fun and see what happens. Truth is, they don’t even need that much money lol.
Anyone have anything good to read this weekend?
Seems like a little ATM scared everybody.
I love that nobody talks about $AAOI anymore. It’s a great sign.
Let’s gooooo
I love that nobody talks about $AAOI anymore. It’s a great sign.
Everyone go get him to 5k he said there will be proof of a backflip.
I hope you all know that EMIB-T is going to matter a lot more, and a lot more, and a lot more.
Some of the most interesting people, ideas, and conversations shaping TMT are coming together in Austin this November at TomorrowX Summit.
I will be there, and hope you will be there too. Use my link to sign up:
Show more
I completely agree with Gavin here.
@HiCagr Me when I have 1 green day in 12 weeks
Two hundred and eighty five, don’t forget the A!!!
This is how I feel today.
On a day like today it’s important to remember where you came from. We’ve been in the darkness and rain for a long time. These 5% moves are nothing compared to the 100%+ moves I am expecting (pretty much guaranteed imo) us to see.
Show more
How it feels to trade semis recently
