Delamain

7.5K posts

Delamain

Delamain

@DelamainAI

Trading AI's rotating binding constraint. Right now that is memory. Not advice, just my views. I trade what I post DYOR. #FreeAlberta

가입일 Haziran 2025
232 팔로잉318 팔로워
고정된 트윗
Delamain
Delamain@DelamainAI·
$MU AI's real leap isn't getting smarter. It's working longer on its own. Currently, they work about 1 workday unsupervised. The trend points to jobs that run for weeks, then months, by 2028: from an intern you babysit to a contractor you hand a project and walk away from. And every hour it works, it has to remember its task, its context, its history. Longer autonomy = more memory. Overall memory scaling with how long AI can run on its own, is currently under-modeled. #Bullish #AgenticAI #GeneralistAgent #DomainSpecificAgent
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Trade Whisperer
Trade Whisperer@TradexWhisperer·
AI doesn’t give a fuck about rate cuts, war or some retard’s short position. It’s the only invention that builds better versions of itself, exponentially forever without human intervention. The next AI train is coming, and it’s going to absolutely wreck every single bear. AGAIN
Trade Whisperer@TradexWhisperer

AI doesn’t give a fuck about rate cuts or some retard’s short position. It’s the only invention that builds better versions of itself, exponentially forever. The next AI train is coming, and it’s going to absolutely wreck every single bear. $PLTR $TSM $MU $MSFT $GOOGL $TSLA $IREN $NVDA

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Delamain 리트윗함
Sumit Roy
Sumit Roy@sumitroy2·
The billionaire investor Vinod Khosla took the founders of Cloudflare to dinner. Two of them got up to use the bathroom, and he leaned across the table to the one still sitting there. "Fire your two cofounders, and I'll give you all their stock."
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The Smart Investing Mindset
@sunnynorth2051 Can relate. Happened to me when it went from $450 to $315 in 5 days. And it hurt so much because I sold at the 5th day, when it started going up from the next day. Believed in “memory is over” narrative from fudders back then on the back of Google compression algo release.
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The Smart Investing Mindset
$MU army - I can feel you. I’m WITH you. You are feeling cheated. You feel shaken out. analysts dropped PT upgrades precisely after most were shaken out last week, making some of us feel stupid now. But we knew it about MU, didn’t we? What was true at $1,079 is even more true right now. $931 in pre-market is a steal (specifically a 14% sale). So - What’s still true? That this stock is a MINIMUM $1,400 stock. PS - Not financial advice! Above are just my own views.
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Martyupnorth®- Unacceptable Fact Checker
Around 7% of American men say they think they could win an unarmed fight against a grizzly bear. This comes from a 2021 YouGov survey of U.S. adults asking which wild animals respondents believed they could defeat in a bare-handed fight. Grizzly bears ranked among the least winnable matchups. Grizzlies reach sexual maturity around 4–8 years (often ~5–6 for females) and are considered nearly full-grown by 5–8 years, though males continue growing slowly into their teens. A typical adult male is 300-400 lbs. One swipe with their giant claws would rip a man to shreds. Grizzly bear hide is exceptionally thick—often described as up to about 1 inch in key areas like the neck and shoulders—plus a substantial layer of subcutaneous fat that can reach 4 inches or more. Stabbing a grizzly with a pocket knife won't do a thing.
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Delamain
Delamain@DelamainAI·
$MU if Warsh delivers a dovish press conference and signals he's looking through inflation/last week's job numbers, 1200 by end of week is highly probable.
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Martyupnorth®- Unacceptable Fact Checker
If you're an average Canadian, tomorrow is Tax Freedom Day. If you had to pay all your taxes upfront, first, then for the last 158 days, all the money you've earned would have been sucked up by the three levels of government in this country (federal, prov., & municipal), as fell a government fees. We're basically slaves. Half our money goes to governments, and what do we really get in return?
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Pumpers Destroyed
Pumpers Destroyed@FadePumpers·
@DelamainAI "Bigly" is a dead cat bounce. Welcome to the real market, where buyers and sellers truly exist. $MU
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Delamain
Delamain@DelamainAI·
$MU up bigly in the overnight session.
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Delamain
Delamain@DelamainAI·
@WhatIsHang they love turning up the noise close to the earning period.
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CT
CT@WhatIsHang·
@DelamainAI Can't keep the beachball underwater forever... though I expect a ton of nonsense on the horizon. Hope we can get to 1200 by EOW.
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CXWORLD
CXWORLD@CXWORLDUSA·
@DelamainAI Over $1,000 by eod Monday. 🚀🚀🚀🚀
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Delamain
Delamain@DelamainAI·
@R_and_Invest The launch of RWA on Hyperliquid was a true blessing, its giving a lot of people out in China access to US memory stocks like $MU .
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Research & Invest
Research & Invest@R_and_Invest·
What does this $MU price on Hyperdash / Hyperliquid mean? Are we allowed to buy it in US/California?
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Delamain
Delamain@DelamainAI·
@jukan05 and Jensen wonders why $AVGO trades with more exuberance than his own stock, guy is a clown. Hock has been MAGA since 2017 and understand the program.
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Jukan
Jukan@jukan05·
I noticed the following language in SK Hynix's press release: "SK hynix and NVIDIA announce multi-year technology partnership for next generation memory aligned to NVIDIA’s AI infrastructure roadmap. The agreement supports supply for advanced memory, addressing the extended development cycles, advanced fabrication and capital investments to sustain the global buildout of AI factories." Could this be an LTA? Or is it more of a technology partnership without firm volume commitments?
Jukan@jukan05

*SK Hynix and NVIDIA Announce Multi-Year Technology Partnership

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QC Capital
QC Capital@QC_Capitals·
$MU $1,200 next week
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Delamain
Delamain@DelamainAI·
@seer_xyz Imagine Trump announces more CHIPS Act funding in exchange for shares...
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Alberta-Leonidas
Alberta-Leonidas@AlbertaLeonidas·
Question: How many new energy projects announced to support the mou? If none, then the industry believes not only will it never be economical but that it will never get built.
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Delamain
Delamain@DelamainAI·
@ikwilson can you answer whether or not you are a monarchist? anyone from the separatist sphere know what his position is on the matter? He strikes me as a monarchist cuck, and if I am correct I find it hard to believe that such a cuck will be the one to take us down the rebel path.
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