LevTrigger

@vonGammCom @ZDF könnt ihr bitte noch ein paar kleine Halbwahrheitein gegen Peter Thiel ausstrahlen? Das geht 100 pro klar. Trust me bro

@Rinnegatamante I’m on a iPhone 16 pro max. Could it have to do with Apple’s webgl support on iOS? On Mac or Linux the website is good

@ShriramKMurthi @TimSweeneyEpic I made a shortcut that automates this tedious process. Every morning opens the LocalDevVPN then refreshes all apps in the SideStore

@Youkhna @MinimalCompany How well do stock charts look on it?

I get asked frequently : am I too late to invest in photonics after they have already run? Short answer: no. But you’re not early either. Depends on which group. When I think about timing in any sector I break it into 4 groups: Disruptors – speculative, no practical application at scale yet, but could be part of a future architecture. Think $ALMU with quantum dot lasers on silicon. Incredible technology. Still pre-revenue at scale. May never see mass adoption. May change the game entirely. Early Adopters – the technology exists, the thesis is forming, but execution risk is real. This is the highest risk/reward group. $SIVE is here. All the upside in the world but still has to execute at scale. That’s why regardless of it being up 763% in a year, it is still early. Mainstream – the thesis has played out, earnings confirm the demand is real and growing. This group has executed to a point but if it keeps executing it will keep going higher, just at a lower speed. $LITE is here. Everyone knows the story. The risk is lower, the ceiling is lower, but there’s still upside. Laggards – the best days are behind it. Growth is no longer accelerating, it’s declining. Think of Peloton $PTON. Once at $100, now at $5. Unless we enter another lockdown, that former glory is gone. This is obviously an oversimplification. External forces can make a company obsolete overnight regardless of what stage it’s in. So coming back to photonics – forget how much the price has moved. Think about how much they’ve actually executed vs. how much is still ahead: $LITE – up 1,350% in 1 year Executing well, still has growth ahead. The speed just won’t be what it was. You’re a little late here. $AAOI – up 1,140% in 1 year Strong backlog, run hard the last 2 months. If they deliver, they keep going. If they miss, the market punishes them. You’re on time here. $SIVE – up 763% in 1 year Have executed about 1/10 of what they have in store. If they delay or miss, it gets hit hard since so much upside is already priced in. You’re still early here. If all companies execute within this supercycle, in 3 years $SIVE should capture more upside than $AAOI, which should should capture more upside than $LITE. Percentage-wise. Hope that helps.

4) The thermal paste holds firm and true, 2 fans spin soft, the VRAM breaks through. Stack the build to word, That, my friend, is something heard Not often in this rented age: An agent running on its own stage. No timeout, no rate limit wall, Just the terminal, prompt and all.

3) One routes the trade, one codes the build, One plans the trip, one parses the wild. They share a vault, they share a mind, No corporate eye, no border line. The context window stretches wide, With nothing to hide and nothing to feign.

1)The servers sleep, the cloud goes dark, But in a rack there lights a spark. An RTX 3090 wakes from rest, A mind you built, a mind you test. No API call, no monthly fee, No engineer in California sees The thoughts you feed the weights tonight, The tokens rolling warm and bright.

@mkfilko @aleabitoreddit We’re definitely early. Wait until it’s on nasdaq then Cramer can finally mention it

$SIVE Would you say we are early to $SIVE? This is anecdotal evidence, but none of my friends know about it. At the same time, because of how X can become an echo chamber, I’m seeing this ticker pop up everyday. @aleabitoreddit has 200k+ followers, so that’s a sizable reach, institutions are probably following his account as well.

do i pull the trigger on this or wait for a framework ARM 😭😭😭