Arτ Vandelay
659 posts
Arτ Vandelay
@CryptoVandelay
Art Vandelay | Importer-Exporter of 1000x gems | Architect of your bags | Latex salesman by day | Not financial advice, just Vandelay advice
A parking garage in NYC Katılım Şubat 2021
712 Takip Edilen152 Takipçiler
Nothing to see here…
Just Jensen Huang (CEO of the world’s most valuable company Nvidia) and Chamath discussing Bittensor $TAO 🤯
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@MartinShkreli @jaltucher Who’s this guy? 😂 Convicted of securities fraud on 3 counts in 2017, found guilty of defrauding hedge fund investors in MSMB Capital and MSMB Healthcare by fabricating performance reports while concealing massive losses
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@CryptoVandelay @jaltucher u gotta let our engineers know!
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going to make an optical computer for AI $QCLS
faster matmuls
less energy
QED
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QCLS has zero revenue, no product, a pharma-to-photonics rebrand from September 2025, and a notorious pump-and-dump-adjacent advisor in Shkreli ,they want to develop and prototype an optical chip, while companies like $SOI, $TSEM, and $COHR are already manufacturing and shipping photonic components to hyperscalers. Run away run away
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@CryptoVandelay Yup I think some of that is true which is why it is very high risk.
First mover buzz is why I am in, small punt.
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I have been looking at $QCLS for a while it is interesting.
Super super high risk but moon-shot potential so punted £10k in it. Check back in a few months.
James Altucher@jaltucher
I spoke with many companies when I was at the NVDA GTC conference this week. Optical is where 100s of billions of dollars is being spent. Even Jensen on stage said this. The goal at $QCLS is to be the first optical ASIC chip performing the valuable (for AI) function of matrix multiplications. Happy to answer any questions on this.
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QCLS has zero revenue, no product, a pharma-to-photonics rebrand from September 2025, and a notorious pump-and-dump-adjacent advisor in Shkreli ,they want to develop and prototype an optical chip, while companies like $SOI, $TSEM, and $COHR are already manufacturing and shipping photonic components to hyperscalers
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As Jensen Huang has pointed out, Moore's Law is dead. CPUs can't accelerate enough to meet the demand for speed. An OPU, optical processing unit, is the next step and $QCLS is neck deep in developing one.
Martin Shkreli@MartinShkreli
going to make an optical computer for AI $QCLS faster matmuls less energy QED
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@RobertDurant7 @jaltucher QCLS is essentially trying to ride the same macro trend that makes Serenity’s picks compelling, but from a position of no technology, no revenue, and a deeply questionable capital structure.
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@jaltucher $QCLS I like long term, go big potential and small risk at this point. Either Grand Slam or bust, so worth a flier
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I spoke with many companies when I was at the NVDA GTC conference this week. Optical is where 100s of billions of dollars is being spent. Even Jensen on stage said this. The goal at $QCLS is to be the first optical ASIC chip performing the valuable (for AI) function of matrix multiplications. Happy to answer any questions on this.
Corey Cicero@CoreyCicero
@LSonderheim007 @jaltucher @MartinShkreli $QCLS IS Going To $100.00
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@jaltucher @ElGatoPartners No offence but this smells like a classic micro-cap red flag playbook. Pharma company pivet into quantum photonic computing raises eyebrows. Whats so special about them? Where in the chain do they fit compared to $SOI $TSEM $AXTI $IQE $LITE $COHR
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@CryptoVandelay @ElGatoPartners These are laser companies that potentially can be vendors but they aren't making optical chips. If anything, they are working more on laser-based interconnects.
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@jaltucher @ElGatoPartners $LITE $COHR $IQE not so sure about $QCLS mate 😂
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@ElGatoPartners Everyone needs chips that are 100x faster than what currently exists. An ASIC chip using optical will have a $100B market.
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Well that was a fast 100%+ return with $IQE in 1 month.
Turns out when you map it to $LITE and the hyperscaler supply chain at the epiwafer level…
Markets start pricing it in with the new $LITE projections…
Serenity@aleabitoreddit
Was the first to talk about $AXTI in relation to photonics BOM/supply chains: $IQE is very interesting too as one of the only Western suppliers. Basically if you look at photonics flow on $GOOGL TPU/hyperscaler ASICs kinda looks like this (very likely, but undisclosed): Optical Transceivers (highest BOM): Lumentum/Cloud Light: ~ Vital / $AXTI-> $AXTI/Sumitomo/JX -> $IQE (Epi-Wafers) -> $LITE / Cloud Light -> $FN (Contract Manufacturing) -> $GOOGL TPU Merhcant optical supply chain: ~ Vital / $AXTI -> $AXTI / Sumitomo / JX -> → $LITE / $AVGO / $COHR (EML) + $MRVL / $MTSI / Semtech -> Innolight/Eoptolink -> $GOOGL So if you want moonshot-type photonics BOM / price-hikes stocks deeper upstream in the photonics BOM: $AXTI, $IQE and your way to go. $AXTI had terrible fundamentals before but the recent Northland fundraising round cemented its run. $IQE has terrible fundamentals now (Net debt £23.5 million) but is probably one of the most critical parts of the supply chain. If they manage to sell their Taiwan operations, wouldn't be surprised if it went up quite a bit just from their inp business. There's £18m convertible notes (which is basically nothing), then there's 120 to 154m new shares (~12% to 15%), which is also kinda nothing relative to current size. On the other hand, others $LITE and Innolight are probably more established. TLDR: $IQE -> seems critical to Western supply chains, $130MC. Net debt, if they sell Taiwan business -> strong re-rating or they might just dilute you anyway. But if the Taiwan business fails to be sold, probably expect to be diluted to oblivion like Wolfspeed. So huge, huge, risk ad do you own research into risks. But $AXTI and $IQE might are personally interesting to me (I do own $IQE).
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@StreetervilleD1 @DFVTAO It’s still owned by humans, still transparent to the core, still distributed into the hands of many, still open by default and by design. It’s precisely where we should develop AGI, that’s why we built it like this.
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Arτ Vandelay retweetledi
🚨 All of crypto, connected to Cardano
Welcome Layer Zero
Here's everything you need to know:
LayerZero@LayerZero_Core
All of crypto, connected to Cardano
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@Lee_Trades Europe cant have nice things 😂 hope it reprices
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Photonics is completely unknown on LSE which is why $IQE is so cheap compared to US peers.
Debt is the risk but even then I do not see it as a massive risk as they can wipe it with a half decent placing if Taiwan sale fails.
TopInvestor@Matrix_B0SS
$IQE is easily x10 from here. As soon as it is rerated as Inp Supplier to $LITE for AI infrastructure it will explode Just waiting for them to make an announcement for new deals to be part of this AI supply chain same like $AXTI and $AAOI Anyone who missed others buy this - NFA
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I think once people really understand what @affine_io is building, the moon mission continues.
A coordination and reasoning layer for the Bittensor ecosystem is a much bigger narrative than most realize.
Packed and loaded.
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@zjbrenner Also many interviews with subnet owners here:
youtube.com/markjeffrey
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What are the best resources or people to follow to explore the bittensor ecosystem?
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$IQE is up ~70% since I’ve posted.
This is one of the largest InP Epifabs in the world.
However, there’s tons of legacy drag affecting $IQE.
And as a result, smaller pure play peers like Landmark sit at $4.2 Billion MC while $IQE trades at depressed valuations.
With massive reactor latent capacity, and a ~$250M MC, the only thing they needed to do:
Cut Drag. Restructure to clear debt. Focus capacity toward AI.
And the CTO finally went out to reiterate my thesis focusing on photoics:
“For InP, that means 6-inch wafers. IQE was the first to demonstrate 6-inch InP technology more than four years ago, having recognised this need early.
IQE has shown the purity, uniformity and repeatability needed for high-speed optical devices on 6-inch wafers
IQE is primed to help enable the next wave of AI hardware and data centre innovation.”
Although this looks like a bland marketing post, this is the thesis they need to focus on to be re-rated as a billion dollar company.
More industry executives should listen to markets.
The risks are obviously present with restructuring.
But now it’s up to management to successfully execute and put focus on AI/photonics, not legacy segments.
However, this is the risk I’m personally willing to take, as clear statements like these means they’re heading down the right direction.
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Arτ Vandelay retweetledi
We just completed the largest decentralised LLM pre-training run in history: Covenant-72B. Permissionless, on Bittensor subnet 3.
72B parameters. ~1.1T tokens. Commodity internet. No centralized cluster. No whitelist. Anyone with GPUs could join or leave freely.
1/n
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Arτ Vandelay retweetledi
Introducing the BEAM whitepaper.
A new approach to coordinating bandwidth across distributed operators through Proof-of-Bandwidth.
The paper covers the architecture, routing model, and verification mechanisms behind BEAM’s decentralized data transfer network.
b1m.ai/docs/BEAM_Whit…
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