Andrew Colburn

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Andrew Colburn

Andrew Colburn

@ndrewColburn

Biotechs, Tech, Photoshop, Blender, Deals, & Random Thoughts. Tinkering and coding for fun. Tweets are not recommendations or endosements.

The home away from home, home 参加日 Mayıs 2012
400 フォロー中967 フォロワー
Andrew Colburn
Andrew Colburn@ndrewColburn·
Debating buying a few Jan 28 $400 puts on $SNDK. Prices are not sustainable and analysts are basing their sales projections on tandem increases in price and demand. It doesn’t work that way forever. Consumer sector will wither and data center cracks are already appearing.
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Andrew Colburn
Andrew Colburn@ndrewColburn·
If I go by $SNDK current prices, the SSD storage on my gaming PC is worth about $1500 new. Anyone who thinks these prices are sustainable is smoking crack.
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Andrew Colburn
Andrew Colburn@ndrewColburn·
@WisemanCap And he just scraped and built the front end. The back end, infrastructure, security, millions of users, etc are what make Reddit. It’s so tiring seeing these idiots peddle AI shitcos.
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Andrew Colburn
Andrew Colburn@ndrewColburn·
@sharkbiotech People are crazy bidding this up. They have a short term windfall of maybe 2yrs. 0 way SSD prices being 10x from 3yrs ago are sustainable. And the market is running this like margins will expand over the next 10yrs not shrink back to barely profitable when it was spun out.
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Dan Rosenblum
Dan Rosenblum@sharkbiotech·
$SNDK had the highest whisper number relative to sell side est. I had ever seen and beat it
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Andrew Colburn
Andrew Colburn@ndrewColburn·
$SNDK bubble is the new $SMCI. Market never learns. Pour money into it on expectations that don’t make sense— but but “AI”
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Andrew Colburn
Andrew Colburn@ndrewColburn·
This market is retarded thinking $SNDK is going to be able to keep this level of pricing for enterprise and consumer drives. I paid less than 1/6th the current asking price for the 2TB sn850x 3yrs ago. Market is acting like these prices are sustainable. Gtfoh
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Andrew Colburn
Andrew Colburn@ndrewColburn·
Trump “not ruling out military force” for acquiring Greenland is pure lunacy. Are there any adults running this shit? We are not China/Russia. We are better than that - act like it ffs
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Andrew Colburn
Andrew Colburn@ndrewColburn·
@NVIDIAGeForce 1. Arc Raiders 2. Cyberpunk 2077 3. Black Myth Wukong 4. Borderlands 4 5. Doom the Dark Ages
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NVIDIA GeForce
NVIDIA GeForce@NVIDIAGeForce·
💚 WIN Your RTX Wishlist 💚 We’re picking 10 winners Each gets $360 in Steam Cash What’s on your Steam Wishlist? Drop your top 5 RTX games 👇 Terms: nvidia.com/en-us/geforce/…
NVIDIA GeForce tweet media
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NVIDIA GeForce
NVIDIA GeForce@NVIDIAGeForce·
007 First Light is going #RTXOn. To celebrate we're giving you a chance to win a custom GeForce RTX 5090. Your mission begins now: Comment your most iconic Bond memory to enter.
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Andrew Colburn
Andrew Colburn@ndrewColburn·
Anti-warhawk Republicans bending over backwards to support Trump actions in Venezuela. How many times can the CIA convince a sitting president to overthrow a foreign government sitting on oil reserves? The playbook is tired. The inevitable results are tired too.
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Andrew Colburn
Andrew Colburn@ndrewColburn·
I have the original soundsticks. They sound amazing for the price point. If these sound anywhere near those, this is a great deal for some desktop speakers. slickdeals.net/f/19023097-har…
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Andrew Colburn
Andrew Colburn@ndrewColburn·
@Biohazard3737 Kef hole is real. Unless you’re an audio engineer most people can’t differentiate high end Yamaha from Kef at half the price.
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Andrew Colburn
Andrew Colburn@ndrewColburn·
It baffles me that Trevor was able to pay a few million dollar bribe for a pardon and get away with billions stolen. It’s such a disgrace.
Codfish Johnny@CodfishJohnny

On January 23, 2025 @nikolatrevor filed an incredibly stupid lawsuit against CNBC and Hindenburg Research in New Jersey state court. Less than a year later, the appellate court has told Trevor to pay them both pursuant to NJ's anti-SLAPP statute.

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Deep Sail Capital
Deep Sail Capital@DeepSailCapital·
You guys might think I’m joking but this is a legitimate pitch you will hear, and it’s actually not too crazy bc of the physics of AI datacenters, launch cost declines, and solar power efficiency
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Andrew Colburn
Andrew Colburn@ndrewColburn·
This was cut down from the 45 day / 45 point plan.
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Andrew Colburn
Andrew Colburn@ndrewColburn·
@StanphylCap Nothing says “protect the environment” like deliberately damaging the environment with your own form of protest.
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@WisemanCap @sharkbiotech @Mykalt45 @NVIDIAGeForce @Biohazard3737 @elonmusk @BarackObama @taylorswift13