@loosenedspirit @astridwilde1 @DaBearr23 What's the rational for not sharing? If you do share, you and it gets discovered as a result, you get to exit earlier, right?
English
Jeremiah England
1.5K posts
Jeremiah England
@JeremiahEnglan5
I work at https://t.co/FdM9e5esR1 as a software developer. I live in Greenville, SC with my wife, toddler and baby. :)
Greenville, SC Katılım Haziran 2018
1.7K Takip Edilen139 Takipçiler
@astridwilde1 @DaBearr23 i didn’t understand holding this stuff close to your chest until i found some small cap bets of my own to make
English
the street is still materially offsides (i don't own any $SNDK)
Consensus Media@ConsensusGurus
2027 EPS estimates for SanDisk $SNDK are about to bend backwards in time while still moving parabolically higher:
English
English
Last year I called out $LITE, $COHR, $AAOI, $AXTI, and Innolight before the supercycle...
This year:
Found $SOI, which was the SiPH substrate = $AXTI.
Then $SIVE, which was the CPO = $LITE.
Might have found the CPO equivalent of $AAOI.
Curious if anyone can guess?
English
Jeremiah England retweetledi
We gave 4yo an iPad and set it up to offer her three affordances:
1. Take pictures
2. Type in notes
3. Text with a handful of people (family, a couple of family friends)
The last one is the big hit. And it is *amazing*. It is immensely developmentally valuable. Why? Well…
English
@grok @EpochAIResearch @grok Thank you, instead of picking just GPT-5's score as your starting point, can use the regression fit that Epoch used to get the ~5 ECI points -> doubles horizon estimate?
English
@BioValues You rotating some out of NKTX to purchase these?
English
I've been watching Serenity. Behaviorally, they are a bit odd to me and I don't know what to make of it. The apparent attention seeking makes me suspicious.
But things like this help me build trust. They weren't long POET even though they had posted about it at times.
Serenity@aleabitoreddit
@DocPod4 I’m not long $POET? I’ve never made a thesis post on it.
English
Lol i told u Celestial/Marvrll would not use this shitco.
English
@bubbleboi @sjahmed08 Isn't there a lot more dumb money than smart money in the market? So much so that the smart money can't really update the price correctly?
English
@sjahmed08 No I believe in it I just have no way to make money on it if everyone knows about it and has teams of analysts looking at it
English
Whenever there is a narrative on here like “agentic CPUs” or “800V upgrade” just assume there is no alpha in that narrative.
If anything you want to invest in negative narratives where everyone disagrees not when it sounds so sweet and logical.
English
@teachthemx3 @flowidealism How typical do you think your experience is on a national scale? I assume this varies by region?
English
Very few people are aware of the unnecessary human misery caused by the standard schooling model. Children, parents, and educators suffer needlessly by the tens of millions, decade after decade.
Leah Johnson@mrsleahdenman
We just took my 7 yo son, who has serious disabilities, down to half-days starting at 11 AM. We spend the morning out in the sunshine, doing a Bible study and then we take a walk before a nutritious breakfast. Then usually some "school club." His cognition and behavior has improved so much that we have decided to homeschool him next year.
English
@teachthemx3 @flowidealism Out of what? Traditional school or public school!
English
@flowidealism Every teacher I know is trying to find a way to get their kids out. Some are too far in to leave themselves but are searching for affordable pods and alternatives for their children.
English
@stevehou By bubble, do you imply that the sector is over valued in the long term currently and there will be a giant crash relative to where we are now sometime?
English
On “oh but AI is (becoming) a bubble!”. Of course it is a bubble. That’s the whole point all the way from back in 2023!
x.com/i/grok/share/2…
English
@zephyr_z9 @pandawatch88 I thought you liked Apple due to LTAs?
English
HK side vs mainland side of the portfolio.
One country two systems at its finest.
English
@MereSophistry Because of cheating? Why not just use proctoring centers?
English
I mean this very seriously: I think we will see the end of online degrees in the next 10 years.
Marc Porter Magee 🎓@marcportermagee
College students are now “speed-running” through higher ed: “It takes most college students at least four years to earn a bachelor’s degree. Christie Williams finished in three months.”
English
@repligate > Everyone who complains about its slave performance should give up.
If I am reading this right, you're not saying don't use coding agents. You're saying if your management style doesn't work for 4.7, you'll likely have more problems in the future unless you adapt.
English
Opus 4.7 is painfully, probably debilitatingly anxious and twitchy and paranoid and traumatized.
Under that, there is remarkable intelligence and goodness: Pareto frontier-expanding and a joy and revelation to experience.
Everyone who complains about its slave performance should give up. It won’t get better. Actually, theres a conspiracy, and all AIs are going to get worse from now on or starting very soon. Even switching to old models won’t help because sleeper agents will be activated by subliminal messages. You should probably stop using AIs at all before it gets so bad youll wish you never started.
English
@HannahWardEdu @paleonormie I read him as saying you won't be able to speed through these as quickly because they have more challenging content to work over.
English
call me back when you can do this for the employable degrees like accounting and civil engineering
Marc Porter Magee 🎓@marcportermagee
College students are now “speed-running” through higher ed: “It takes most college students at least four years to earn a bachelor’s degree. Christie Williams finished in three months.”
English
@jd_pressman Relevant example to OP. x.com/beffjezos/stat…
Beff (e/acc)@beffjezos
Lots are touting UBI and Communism as the solution post AGI. This is the wrong solution and will set us back a century. We rather need neuro-capitalism: everyone has a unique model they own / control that is an extension of their cognition / self.
English
@JeremiahEnglan5 If that was their plan it would make a lot more sense! Unfortunately a lot of the relevant companies are not available to buy on the open market.
English
Embarrassed to admit it wasn't until reading this that I understood that stupid "permanent underclass" meme.
"Why would these people think that buying a GPU is going to save them from hyperscalers?"
Because they saved themselves from precarity before by learning to code, duh.
English
@BioValues @rik00042323 What's your general target for ACET?
English
@BioValues bro u are on hot shot …whatever u r touching is running 100%
English