RetroOptions 📈

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RetroOptions 📈

RetroOptions 📈

@RetroOptions

Stocks / Options / Markets / AI / Tech

Katılım Aralık 2024
1.6K Takip Edilen312 Takipçiler
RetroOptions 📈
RetroOptions 📈@RetroOptions·
@Polymarket Most individuals/companies using AI will reach the limit of returns(ROI) on AI token expenses by 2027-2028. Then, AI token economics and cost optimization will become a big priority! See #2: x.com/RetroOptions/s…
RetroOptions 📈@RetroOptions

Future of LLMs (2027+): 1. Hybrid AI: Frontier models (orchestration) + cheap models (execution) 2. Demand saturation: Each person/company will reach ROI limits on AI expenses 3. New algos will improve AI efficiency on existing hardware 4. Electricity constraints will slow growth

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Polymarket
Polymarket@Polymarket·
JUST IN: Uber’s COO says heavy AI spending is getting harder to justify, as higher token usage fails to show a clear payoff in consumer features.
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RetroOptions 📈
RetroOptions 📈@RetroOptions·
According to Google: 1. ASE Technology (NYSE: ASX) • Market Cap: ~$15–$20B • TSMC Link: World’s largest OSAT provider; provides crucial testing and advanced packaging (including CoWoS) for TSMC's high-performance chips. • Tesla Link: Packages semiconductor modules used in automotive control, AI, and EV sensors. 2. Amkor Technology (NASDAQ: AMKR) • Market Cap: ~$9–$12B • TSMC Link: Key advanced packaging partner handling outsourced backend assembly for TSMC’s bleeding-edge nodes. • Tesla Link: Provides packaging and testing for automotive-grade chips throughout the EV hardware supply chain. 3. STMicroelectronics (NYSE: STM) • Market Cap: ~$30–$35B • TSMC Link: Outsources the manufacturing of its most advanced microcontrollers and processors to TSMC's foundries. • Tesla Link: Major Tier-1 EV supplier; provides the silicon carbide (SiC) MOSFETs and chips that power EV drivetrains and inverters.
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FRS
FRS@frsinvesting·
A promised, my new long idea is ready. > Key TSMC supplier > $10B MC > Undisclosed Tesla Supplier (!) I fully found this on my own, I’ve seen no one on X mention it I have full confidence this is a long term multi X opportunity, will post tomorrow !
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BridgeMind
BridgeMind@bridgemindai·
Qwen 3.6 35B running at over 100 tokens per second on my $5,399 MacBook Pro M5 Max. This is the best local AI model I have ever run. 128GB of unified memory. No cloud. No API costs. No rate limits. Just raw local inference at speeds I didn't think were possible on a laptop. This model is more intelligent than GPT 5 on benchmarks. Running locally. On a MacBook. For free after the hardware cost. I said local AI would never compete with frontier. I'm starting to rethink that. The gap is closing faster than anyone expected.
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RetroOptions 📈
RetroOptions 📈@RetroOptions·
@FirstSquawk As Elon Musk has shown by renting xAI’s Colossus 1 data center to Anthropic for profit, $META can also become one of the largest neoclouds and rent out their massive GPU data centers for profit if their AI models don’t work out
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First Squawk
First Squawk@FirstSquawk·
META'S $125 BILLION INVESTMENT IN AI COULD BE A SIGNIFICANT CAPITAL EXPENDITURE MISTAKE OF THE DECADE.
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RetroOptions 📈
RetroOptions 📈@RetroOptions·
@KrisPatel99 Yep, most individuals/companies actively using AI will reach the limit of achievable ROI from AI token expenses by 2027-2028. Then AI token economics and cost optimization will become a big priority. See #2: x.com/RetroOptions/s…
RetroOptions 📈@RetroOptions

Future of LLMs (2027+): 1. Hybrid AI: Frontier models (orchestration) + cheap models (execution) 2. Demand saturation: Each person/company will reach ROI limits on AI expenses 3. New algos will improve AI efficiency on existing hardware 4. Electricity constraints will slow growth

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Kris Patel 🇺🇸
Kris Patel 🇺🇸@KrisPatel99·
More companies are pushing back against AI spend... This probably means the cost of AI isnt showing the productivity gains that justify the spend. The whole narrative is that AI would somehow make everyone 10x more efficient and leave 90% of people unemployed... but in reality the opposite is happening. People are using AI tools to build things and spending even more time and energy trying to diagnose faulty code. As they say... Garbage in... Garbage out.
CSGO500@CSGO500

🚨THE AI COST CRISIS HAS STARTED Valve reportedly told engineers to stop using Claude because AI bills were exploding, while the CEO says its entire yearly AI budget was already destroyed by April.

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amit
amit@amitisinvesting·
I bought $RDDT and $SHOP. Reddit has been a name that’s always been on my watchlist, first real deep dive I did was at $230 and I stayed away because of valuation. I think valuation concerns are more than resolved given the company has continued to grow and the stock has continued to go down. Shopify has a more expensive valuation but I do not think the street is accurately pricing in their role in agentic commerce and really it’s quite laughable how aggressively the street is ignoring the quarter they just put up. Both are absolutely massive compounders with accelerating growth that are down 40% YTD because they aren’t semiconductors. Hoping they fall another 20% to add more. Sold puts on $SHOP one month out for $90 and $RDDT at $130. Entry price on $RDDT is $142.57 and on $SHOP is $103.85. I also love that both businesses are still run by their founders. Looking to actually hold these names over the coming years so dips are likely and if the SaaS selloff or broader rotation out of anything semis gets worse than I would gladly welcome better prices.
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RetroOptions 📈
RetroOptions 📈@RetroOptions·
@karrisaarinen Most individuals/companies will reach their limit of realistic achievable ROI from expenses in AI tokens in 2027-2028. See #2: x.com/RetroOptions/s…
RetroOptions 📈@RetroOptions

Future of LLMs (2027+): 1. Hybrid AI: Frontier models (orchestration) + cheap models (execution) 2. Demand saturation: Each person/company will reach ROI limits on AI expenses 3. New algos will improve AI efficiency on existing hardware 4. Electricity constraints will slow growth

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Karri Saarinen
Karri Saarinen@karrisaarinen·
We keep hearing about 10x or 100x productivity gains in engineering and knowledge work. But outside the model labs, I haven’t seen the corresponding 10-100x revenue growth across the market or increase in quality. So where is the productivity going?
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RetroOptions 📈
RetroOptions 📈@RetroOptions·
@zerohedge This data is from OpenRouter which only captures a small part of Anthropic Claude Code and OpenAI Codex tokens for API's consumed through OpenRouter only
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zerohedge
zerohedge@zerohedge·
here comes DeepSeek freakout 2.0: Weekly usage of Chinese AI models reached 9.223 trillion tokens, a 19.89% increase compared to the previous week; while the weekly usage of US AI models was 4.93 trillion tokens, a 16.27% increase compared to the previous week. Chinese models have surpassed the US in weekly usage for 4 consecutive weeks and remain the world's number one. DeepSeek-V4-Flash topping the charts stcn.com/article/detail…
zerohedge tweet media
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RetroOptions 📈
RetroOptions 📈@RetroOptions·
@zerohedge People forget that $META is building some of the largest AI Data Center neoclouds. The stock is down on the data center expense but Meta can monetize it for net profit in the future!
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RetroOptions 📈
RetroOptions 📈@RetroOptions·
@cashflow_king94 Stock prices no longer reflect traditional fundamentals that made people like Warren Buffet rich. There is very high level of speculation and gambling in stock markets now, so trade accordingly!
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RetroOptions 📈
RetroOptions 📈@RetroOptions·
@PeterDiamandis This only works until we reach demand saturation (point at which each company/individual reaches the limit of realistic achievable ROI from investments in AI tokens). Expected around 2028! See #2: x.com/TechNTech42/st…
RetroOptions 📈@RetroOptions

Future of LLMs (2027+): 1. Hybrid AI: Frontier models (orchestration) + cheap models (execution) 2. Demand saturation: Each person/company will reach ROI limits on AI expenses 3. New algos will improve AI efficiency on existing hardware 4. Electricity constraints will slow growth

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Peter H. Diamandis, MD
Peter H. Diamandis, MD@PeterDiamandis·
NVIDIA H100 GPU rental prices rose 20% in 2026, while older A100 chips climbed 15%. These chips are now appreciating faster than Manhattan real estate. A single H100 rack generates more revenue per square foot than a luxury penthouse. We've reached the point where silicon has a better ROI than many venture capital funds.
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RetroOptions 📈
RetroOptions 📈@RetroOptions·
@NoLimitGains Completely missed $UUUU: Energy Fuels (UUUU) is the largest U.S. producer of uranium. It produces, explores, and develops uranium, vanadium, and rare earth elements (REEs) to support nuclear energy and critical mineral supply chains
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NoLimit
NoLimit@NoLimitGains·
Nuclear demand is about to collide with the worst uranium supply structure in 50 years. These are the 7 highest-upside ways to play it. Here they are:
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RetroOptions 📈
RetroOptions 📈@RetroOptions·
@DudeWhoInvests (1) Open a brokerage account with Fidelity or Vanguard. Park your cash there and get 3.25%-3.35% interest (2) Research and identify stocks or ETFs (QQQ, SPY, etc.) (3) Buy your stocks/ETFs only on days when VIX index (volatility) > 30 (4) Just wait patiently and see big gains!
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Just a Dude Who Invests
Just a Dude Who Invests@DudeWhoInvests·
What’s the best advice you can give to someone who literally JUST STARTED investing?
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Antonio Linares
Antonio Linares@alc2022·
$AMD investors this weekend with that friend that doesn’t even know about AI
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Robinhood
Robinhood@RobinhoodApp·
Tell me you invest without telling me you invest.
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RetroOptions 📈
RetroOptions 📈@RetroOptions·
@immasiddx It is just a wrapper on AI models. The frontier AI model companies will just take Perplexity ideas and implement those themselves
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sid@immasiddx·
Does anyone even use Perplexity anymore? 😭
sid tweet media
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RetroOptions 📈
RetroOptions 📈@RetroOptions·
@MikeLongTerm Spreading misinformation! Two things: (1) $NVDA Vera CPUs are capable of delivering 1.5x faster performance, 2x overall performance and 4x higher density/rack compared to the rival x86 chips from Intel and AMD (2) $AMD stock dilution (20%) coming Sources/links in comments⬇️
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Mike
Mike@MikeLongTerm·
No. $NVDA Newest CPU is inferior to $AMD 2yr old Turin. And EPYC Venice(lastest Gen) is coming out next month Read more below
Mike tweet media
Ally@treasureh8nter

A gentle reminder that even if $NVDA Vera CPUs get a 2x performance boost from their Grace CPU, they will still only be on par with a 2 year old $AMD Epyc Turin server CPU 🤭 “Venice” is going to absolutely demolish and destroy the server CPU competition 😉 Built on the $TSM N2 2nm process 💪💪💪 The First High Performance Computing chip to be built on this latest advanced node from TSMC 😉 #AMD #AI

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Yiannis Zourmpanos
Yiannis Zourmpanos@yianisz·
I still think the market does not fully understand $AMD’s economics. Otherwise this is probably already a $700+ stock. 1/ Agentic AI is changing the CPU-to-GPU ratio from ~1:8 toward potentially 1:1 over time.. $AMD owns both sides of the stack: EPYC CPUs + Instinct GPUs. 2/ And the GPU story itself is misunderstood too. MI400 is not trying to beat $NVDA on raw FLOPs. The real advantage is 432GB HBM4 memory capacity vs ~288GB on Vera Rubin. For inference, memory density increasingly matters more than peak compute. 3/ Meanwhile ROCm 7 brought major improvements in inference, PyTorch integration, vLLM, SGLang, Hugging Face support, and model portability. Lisa Su literally said workloads that once took months to optimize can now take days. If the Street fully understood the economics here, I doubt the stock would still be trading at these levels.
Yiannis Zourmpanos@yianisz

Buy $AMD, thank me in 24 months. NFA.

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Keşfet

@Polymarket @bridgemindai @bridgebench @FirstSquawk @KrisPatel99 @amitisinvesting @karrisaarinen @zerohedge