visionarius
1K posts
visionarius
@_visionarius
Seeing a future you can't see yet.
Beigetreten Kasım 2024
639 Folgt125 Follower
This is my hot take:
Neoclouds like $NBIS or $IREN would command 1.3X higher valuation...
If they renamed their datacenters to something cool.
Cool Name Examples:
- $POET "Starlight"
- $NVDA "Blackwell"
But datacenters?
- $IREN "Prince George"
- $CIFR "Barber Lake"
Why are you naming an AI datacenter after your hair cut stylist or a British Kid nickname?
I swear, nobody outside existing investors are going to hyped over Iren's "Prince George" datacenters coming online.
But if everyone see's $NBIS "Singularity" AI DC coming online, that just sounds badass.
Nebius would be worth $40B by now.
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🚨 Perplexity just made every AI company look stupid with one announcement.
They're shipping a Mac mini that never turns off. You plug it in, leave it on, and it works through your files, apps, emails, calendar, 24 hours a day. While you sleep, while you eat, while you're on vacation, it's working.
> A full-time employee with a power cord sitting next to your coffee mug with no salary, no sick days, no meetings about meetings.
> Your company pays you $80K a year to work 8 hours a day, 5 days a week. Perplexity just offered them something that works 24/7 and probably costs less than your monthly health insurance.
But the part that gave me chills is the name. They called it "Personal Computer."
The last time someone used that name was IBM in 1981. That machine killed typewriters, killed secretaries, killed filing clerks, killed an entire generation of office jobs.
They didn't call this an "assistant" or a "copilot." They named it after the thing that already replaced millions of jobs once before.
Same name. Same playbook. Different body count.
And they know exactly what they're doing.
Perplexity@perplexity_ai
Announcing Personal Computer. Personal Computer is an always on, local merge with Perplexity Computer that works for you 24/7. It's personal, secure, and works across your files, apps, and sessions through a continuously running Mac mini.
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BREAKING: NVIDIA CEO Jensen Huang just called AI "the largest infrastructure buildout in human history."
He says AI is a 5-layer cake. Here are the best stocks in each layer:
Layer 1 - Energy
$CEG $VST $TLN $GEV $BE $OKLO
Layer 2 - Chips
$NVDA $AVGO $TSM $AMD $MRVL $MU $ASML $ARM
Layer 3 - Infrastructure
$AMZN $MSFT $GOOGL $ORCL $VRT $ANET $EQIX
Layer 4 - Models
$MSFT $GOOGL $META $AMZN
Layer 5 - Applications
$PLTR $CRM $NOW $SNOW $TSLA
"We are a few hundred billion dollars into it. Trillions of dollars of infrastructure still need to be built."
Most investors are only in one layer. The opportunity spans all five.
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@aleabitoreddit I think there are algos that track your posts and buy the tickers you mention immediately since you had a good track record
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How does a random person posting their thoughts on a multi billion dollar company $SOI …
Send it up 20%
Am I that powerful now?
Serenity@aleabitoreddit
Changed my mind about Soitec ( $SLOIF ) and took a sizable position ~43 for CPO exposure. $NVDA GTC next week biggest catalyst pushing photonics and this architecture. ~1.5B euros MC. Trading at 1x book value and ~2x P/S (very depressed valuations) Genuine monopoly over substrates side for CPO (typically very premium valuations for photonics + even extra premium for monopoly status) Algos and analysts might get confused over market share but it’s an actual monopoly over SOI substrates since they give licenses to other players like Shin Etsu for diversification sake eg. $TSM doesn’t like just 1. I don’t think institutions will wait until next year to frontrun these names like Soitec or $TSEM (and most probably haven’t even heard of these names like $AXTI yet) This timing would be buying the likely bottom of the depressed smartphone cycle, while getting full upside of CPO mid-late 2027 + $NVDA GTC catalyst next week. I personally think it’s a 3x from here so I went long.
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@Revolut How can you be a bank when, if you lose the phone number associated with your Revolut account, you're losing your account and all your money forever? I don't think that's how banks work.
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We’re now officially a fully licensed bank in the UK.
As a bank, we’ll soon offer accounts protected by the Financial Services Compensation Scheme (FSCS) up to £120,000 per person on eligible deposits.
It also means we’ll be able to launch more banking features in the future — so keep an eye out for updates.
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$IREN $6 Billion ATM is massive.
For the people who hold $IREN, the truth you might not want to hear is:
-> Wait until existing holders get diluted to oblivion
-> Use them to "buy the dip" of $6 Billion in new shares for you.
-> Go long after.
If you're long now:
That inevitable $6B in new shares + selling pressure structurally caps upside in your equity and serves as a overhang in any rally.
Companies don’t file a $6B ATM not to use it.
They will, and as much as they can on any rally.
The reality is that there are other financing methods, but ATMs are the most destructive ones to retail shareholders.
$IREN itself is a solid company unlike movie theater stocks, but like excessive dilution referenced:
You will likely see the marketcap of $IREN go up back toward $20B, but the your share prices tanking in value.
TLDR: The harsh reality is $IREN might fundamentally succeed and build a massive DC footprint.
But it's at the cost of heavily diluting retail shareholders. Retail investors should care more about the value of their own stock increasing over the company's value.
Disclosure: I have zero economic interest or positions in the company, but I do care about prioritizing retail interest.
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@Pxxdwskiii I'm pretty sure that Hansi likes to start Lewandowski from time to time and he is hoping for not good match by Lewy so he can play Ferran next 5 games. Why? I think Flick is truly retarded here to not understand that Lewy needs regular stars...
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@jacobmparis This whole saga with all those changes related to on which side the primary and secondary sidebar is is getting ridiculous. @ryolu_ @leerob
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there was like a one week window where cursor had a usable layout system and they just totally nerfed it
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@_visionarius We took so much effort for the product inside, but yes vibe coded the landing page, however I got 2 developers building the product very carefully. I didnt want to take away their time. Okay I will finish it.
Just have a look at the product inside. No slop
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@hiteshkar Also links in footer are all pointing to the same URL. I think during vibe coding it just created a bunch of common footer elements which you don't even have. I get that it's just a landing page but now when AI slop is everywhere people pay attention to such things.
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@_visionarius Yep not cool. Will get this fixed asap. We were focused on getting KPI metrics and Foreign insider dashboard and didnt finish this.
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@hiteshkar Just letting you know that it looks a bit unprofessional not having domain verified on Google Auth. On my products, some A/B tests showed that a lot of people are bouncing seeing this.
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Here is the website. We are doing slow releasing to a few people to make sure that mission critical systems are working well. Lock in the lower subscription price now
stockdrifts.io
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amongst all of the conversation about openclaw, the derivatives, manus etc @NotionHQ's agent implementation feels the most polished (still not perfect), the most dependable, and the most natural to setup and get productive.
there is something about your working space context being the center of it all + their thoughtfulness in execution.
they're going to make a lot of people happy when this drops shortly
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@ivanhzhao @nathanclark_ @NotionHQ Notion will sadly never work as a openclaw replacement becase it can't "get out" of Notion to alter code, read some external directories, run commands etc. The agents will be purely for text-based things inside notion so it's pretty useless.
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@nathanclark_ @NotionHQ Take a couple revs to get it right. Let us know how to make it perfect
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Never run claude /init
It'll burn tokens, go out of date in days, and bloat your system prompt.
Here's why:
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Suspicious that a website was vibecoded?
Now you don't have to guess.
Introducing ai-slop-detector.replit.app
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@M_Mynarski Prowadzę techniczną cześć rozmów rekrutacyjnych w amerykańskiej firmie i po prostu proszę kandydatów o zaimplementowanie czegoś za pomocą AI. To najlepsza obecnie metoda i wiem o kandydacie praktycznie wszystko.
Polski
najważniejszym pytaniem w rekru it będzie nie “czy korzystasz z AI” tylko “jaki jest Twój stack od AI”, bo ja chce miec w zespole nowość, której jak podeślę claude.md i folder ze skillsami to po jednym dniu będzie wiedział co z nimi zrobić.
reszta to didaskalia, dowie się w trakcie. Nauczy się z czasem.
Michal Mynarski@M_Mynarski
juniorów nikt nie potrzebuje, dopóki nie zacznie. dzisiejszy seniorzy kodzic w nieskończoność nie chcą / nie będą, czy to ręcznie czy promptujac. Firmy, które to rozumieją i już dziś pracują nad zapewnieniem ciągłości know-how będą wygranymi jutra.
Polski
IMO it’s pretty clear that Claude Code needs to be rewritten from scratch at this point
Theo - t3.gg@theo
Claude Code has regressed an absurd amount in the last few days. Timestamps no longer update unless you un-focus/re-focus the tab. "thinking" doesn't show at all. I had a query run for 6 minutes with 0 output. This is genuinely unpleasant to use.
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@youyuxi @edison11051 @johnsoncodehk @webfansplz I think you are just frustrated that a lot of other folks like Jared from Bun got acquired and making a lot of money while you, the creator of the most important tool on the web don't have ideas how to monetize it. And vite+ will be a massive flop. You are obsessed about money.
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@_visionarius @edison11051 @johnsoncodehk @webfansplz No one owes you anything. If you truly love the project don’t try to shame maintainers into doing what you want. If you can’t be that change then shut up.
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