Askara
@softmaxedx
Ex-founder. Learning in public about AI, markets, and human behavior: the tech, money, psychology and memes shaping what comes next.
645 Following 1.7K Followers
Fair value of $INTC is $0. A lot of new comers in semicon investing don't understand the importance of scale, track record and experience.
Israel production issue is not Intel's fault. It's bad luck.
But, not having enough substrates is absolutely their fault. Head of supply chain deserves getting fired.
And messing up PC/Server mix is their fault too. That would require heads of two divisions.
These people are paid millions to do their job right. They can't just come in front of investors and make lame excuses.
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Primary job of "a job" is not to earn money but to prevent people from killing each other. An idle mind is a devil's home as they say
“AI is going to take your job!”
I FUCKING HOPE SO.
Take my job. Take your job. Take everyone’s job.
Automate the entire economy.
Make intelligence practically free. Make labor practically free. Drive the cost of everything down.
Why are we treating the elimination of human labor as some kind of tragedy?
For thousands of years, humanity has dreamed of a world where machines do the work and people enjoy their lives.
Now that we’re getting close, everyone’s having a mental breakdown.
I don’t want a better job.
I want a world where nobody needs one.
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I dont get why we have chinamaxxers, us maxxers etc. Like don't you want everyone to do well so that humanity progresses? What do you get by putting down the other side?
Example #1#,000,000 of gambling companies falling back on the technical definition of probability when called out, while spending the rest of their time marketing probabilities as certainties
Example #1#,000,000 of dude not understanding probability
so gamblers bet heavily on brazil elections after seeing a clear trend and thinking ez money but then got hit by an out of distribution data point. and now they are crying?
you love to see it!
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wait $TSLA trades around 409x it's earnings??!! ARE WE DEADASS?? LMAO!! yeah! no I admit!! bears were right!
sell AI shares yes! entire game is rigged!
I don't care much about this whole neocloud BS, but I'm rooting for at least one of these debt ridden fkers like $IREN to succeed.
I'm a sucker for underdogs!! LFG!! $IREN
Why does it look like cow tits
This is what SpaceX is planning in order to get more launch sites.
Seeing all these AI startups in the US raising millions is honestly bittersweet. My own startup received €60K in funding, while on a recent trip to the US, I learned that a startup at a very similar stage had raised $1.5 MILLION?!
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OH NO!! THE COMPANY IS DOWN 95%??!! FROM ATH! MUST BE A SCAM!
4 years ago I started researching human behaviour. Today I mostly stay indoors and avoid human contact wherever possible.
Perhaps the threat was never a rogue AI agent trying to subvert humans—but humans using AI to hurt other humans.
Ah hell nah, humans have been generating slop for decades, and all it took was an “unconscious,” “artificial,” poorly generalizing, world-model-less, em-dash-generating stochastic parrot to expose generations of mediocrity?
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OpenAI says the PHP security flaw (found with GPT-5.6 Sol) is the tip of the iceberg, and they have several more discoveries to announce.
I am noting down everyone's name during this drawdown. When the time comes I will tag evey single of these fkers!! You'll see generational commentary!! I don't forget or forgive!
"@aleabitoreddit dumped their whole $SIVE holding, they've been so quiet, they're just a liar" MAYBE Serenity is sick of you ppl with a 5 sec memory needing them to constantly strengthen your conviction for you?! They gave you all the info and ALWAYS said to wait until 2027.
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All these companies complaining about higher memory prices - just get your finance dept to invest in the same memory shares you are buying from. Math is simple
use cash to buy the shares (always buy shares using cash) and use credit to buy the actual product! GGEZ
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Markets are down because of CPI? We moved from Pluggables to CPO to NPO to CPI in a year?
HOLY SHIT. We're witnessing a generational acceleration in technological development.
Keep buying! Your favourite photonics stock will soon be making Co-Packaged Internet too! nw.
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Maybe I should've spent more time posting sarcastic ragebait to farm engagement and collect X revenue. Seems to have worked wonders for some accounts.
Let me see if this works again
Once China starts mass producing DCs in its factories $NBIS is going to 0.
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AI is a bubble. Demand is fake. Sell everything.
China will flood the market with supply and eliminate the AI supply demand imbalance.
$META plans to sell excess compute. AI overcapacity is coming.
CPO is delayed and you're getting played.
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AI is a bubble. Demand is fake. Sell everything.
China will flood the market with supply and eliminate the AI supply demand imbalance.
$META plans to sell excess compute. AI overcapacity is coming.
CPO is delayed and you're getting played.
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turns out RSI is just:
scale → AI discovers cheaper matmul → scale harder → repeat
a large number of people got rich because they were dumb af and went full ape into a company when no one believed in it. Only in hindsight they are called smart, visionary or long-term investors
Today I upgraded from $20 to the $100 ChadGPT plan. I think I think I may have underestimated the future. Those who were spreading the dogshit narrative that "easy AI trade is over"
clearly use the plus plan with 5 hour limit.
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