Bounty Hunter
771 posts
Bounty Hunter
@256BountyHunter
Engineer chasing the bleeding edge of tech⚡ The pearl of wisdom in a chaotic world 💎
Germany Katılım Ocak 2018
363 Takip Edilen75 Takipçiler
It might look stupid, but this is how real testing is done
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@zcelestialbaby @aleabitoreddit If the company must perform 2-3 years without any single negative inpact to reach today valuation, its not worth. You dont think so? You can ask cisco and their moat in 2000.
Next, how long to become commoditiy for a product and what does it mean? Fair value stocks available…
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I'm 100% sure if I met all you "photonic memory" experts in real life.
498 out of 500 of you couldn't explain CXL memory pooling or KV cache infrastructure and what $PENG actually does to derive revenue off that.
This is why I'm seeing all these random $RKLB, $HIMS, or non technical AI experts on my timeline now.
Backseat commenting completely wrong things about M7U MOCVD capex and $TSEM that aren't related.
Or conflating every single term like an $SMCI integrator with photonics IP.
Then just pitching buzzwords every under every one of my posts.
#silentlystacking@kingcoinmatt
@aleabitoreddit I bought some PENG for: * KV-cache infrastructure, * memory expansion, * inference bottlenecks, * CXL memory pooling, * or external memory appliances,
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Some of you may think this lets you ship from anywhere
And it does, but also work from anywhere. My anywhere will be the beach and gym
Andrew Ambrosino@ajambrosino
Codex Thursdays, Fifth Edition: - Codex mobile (preview) - Remote SSH/devboxes - Hooks - Access tokens - HIPAA
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Kudos to Microsoft, they're helping to get OpenClaw ready for enterprises.
Omar Shahine@OmarShahine
New in @openclaw beta: one path scheme to rule them all. `openclaw path read|write|append` works the same across md, jsonc, jsonl, and yaml — plugins and agents now share a single addressing substrate for surgical edits to structured files. Nice work Gio Della-Libera — one of many PRs from the Microsoft Project Lobster maintainer crew! github.com/openclaw/openc…
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That escalated quickly. Saylor isn’t a Bitcoin maxi, he’s a fiat maxi.
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@EmanuelSchucha1 @yarvin_stoltz Hier Vorschlag: Attraktive Konditionen für Unternehmen / Unternehmer -> mehr Unternehmen in DE -> mehr Unternehmen zahlen steuer -> mehr Geld. Und das mit weniger % Steuerabgaben. Supi dupi?
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@yarvin_stoltz Supi, dann jetzt bitte deine Vorschlaege, wie Gemeinwesen und Verteidigung bezahlt wird.
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Verstehe ich die Grünen richtig?
Nachdem ich 45% Steuern auf mein Einkommen abgedrückt habe, soll ich nochmal 45% + Soli auf mein Erspartes in Bitcoin abdrücken?
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@IncomeSharks So you assume the ai stocks are in final stage?
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If retail knew how to take profits and hold onto them they'd be the most lethal traders. The issue is they get overconfident in periods of euphoria, get blinded to the fact that conditions will change, and then emotional trading resurfaces and they give it all back.
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Just for the visual learners about CPO:
This is what the CPO market growth looks like from GS + $LITE transcript confirmations.
There's certain names that are very high-beta correlated to CPO.
Maybe... not the best idea to copy firms named after Orange Peels on $AAOI to $SNDK to short names.
At the very beginning or middle of supercycles?
Especially if you're retail, live in Europe, and only look at last 12 months revenue instead of forward growth.
Serenity@aleabitoreddit
$LITE CEO basically confirmed GS TAM expansion + CPO Supercycle. From ~close to nothing -> $91B. From H2 2026 to 2028: “ I think what we’ve said is that we will have a massive supply demand imbalance on CPO” Demand > Supply. “Largest single growth driver, scale-up CPO” Massive revenue driver is CPO. “is very much in its infancy”. We’re at the beginnings. This is exactly why I have positions in $SIVE, MSScorps, Shunsin, $TSEM, $SOI and others for high beta exposure to the start of the CPO supercycle.
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@aleabitoreddit Any new picks? Or photonics topic already over?
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True… I did call:
$AXTI $12 -> $105
$SOI $43-> $145
$TSEM $110 -> $218
$AAOI $30 -> $180
$IQE $13 -> $46
$LITE $363 -> $1000
$AEHR $30 -> $85 (if you count siph segment)
As individual thesis posts… and others like $COHR and Innolight last year…
I think $SIVE is the most debated right now, but I do think I’m right.
Feels like I’m seeing something others don’t with photonics?
TopInvestor@Matrix_B0SS
Don’t forget this legends call from $AXTI, $AAOI and to many more I can’t even keep track of them all They all went to triple digits returns in a month And biggest $SIVE at 5 SEK itself His probably of being wrong is very low as we have see before $SIVEF $SIVE to $30 500 SEK
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@_LEAPOptionsCP_ Book a ticket to thailand. Join a gym for muay thai and join 1 competitive fight.
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$NBIS will have a 100b market cap before EOY 2027.
If I’m wrong I’ll do whatever the top comment says.
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@masonddudley @sama @official_taches I am wondering for what use case you are using it? Just playing around or specific topics?
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@sama @official_taches The $100 codex plan is has actually been more than enough for me surprisingly and impressively! Especially when I used to hit usage limits every day when I was on the Claude $100 a month plan
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I’ve officially cancelled both Claude Max plans and have 2 x Codex Max plans.
Codex - particular GPT5.5 is the best coding model.
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Raus aus Deutschland:
Packt eure Koffer solange ihr noch könnt.
Bald kommt die Koffer Steuer, um Auswanderer im Land einzusperren.
Die Steuern werden so hoch werden, das sie keiner mehr zahlen kann…
Alois Irlmaier hatte recht (mal wieder)
Techaktien@Techaktien1
Finanzminister Klingbeil @larsklingbeil deutet hier an, dass die 1-jährige Haltefrist von Bitcoin und Kryptos fallen soll, damit er noch mehr Geld verschenken und verbrennen kann. Die Altersvorsorge soll erschwert werden. Altersarmut wird gefördert. SPD = Sie plündern Deutschland 🇩🇪📉. $BTC $ETH $SOL
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@mweinbach Which system you would use for pure audi (speech to speech)? There are so many…
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This is a super cool model!
Nemotron 3 Nano with vision and audio encoders, genuinely super cool
NVIDIA@nvidia
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@256BountyHunter Nolimit is doing a lot with the Auto trade on his telegram channel ! If anyone’s not in the Telegram channel yet, I’d highly recommend checking it out. Just search for “NoLimitCryptoCalls” to get in on the action. It’s definitely going to be a positive feedback if you’re on it.
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