Tristan

970 posts

Tristan

Tristan

@Shootermcgg

Katılım Kasım 2017
296 Takip Edilen30 Takipçiler
Tristan
Tristan@Shootermcgg·
@filmjunk New glossary entry: “knob moment”
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Tristan
Tristan@Shootermcgg·
@filmjunk Please review the latest SW movie with the extended gang (core crew + druncles)
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libpol
libpol@libpol_org·
Sure, but in the counterfactual maybe the losses keep stacking and you end up running a fraudulent operation for years until the losses are reversed, if they ever do. These actions are illegal (and unethical) for a reason even if you intended no harm or personal enrichment in the course of the deceit. x.com/MartinShkreli/… would not imply a full apology - you can't both apologize and admit no wrongdoing. You have to admit to at least some willful wrongdoing (lying, not simply misstating) in order to earn the right to say you've apologized for what you were proven to have done. You intentionally misrepresented things in financial statements to keep things going. It wasn't good, even if the investors were not materially harmed in actuality (through perhaps sheer luck; just as SBF's wouldn't have if his stakes were allowed to grow in value instead of being caught early).
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Martin Shkreli
Martin Shkreli@MartinShkreli·
my pardon application is in! i will not be paying anyone a dollar, despite dozens of people reaching out in hopes of 'facilitating' relief. i'm going to do it the old fashioned way: earn it and ask X to nudge whoever they know to put in a good word.
Martin Shkreli tweet media
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Tristan
Tristan@Shootermcgg·
@genejchan $IONQ’s qubit tech is a dead end and De Masi is on drugs
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Gene
Gene@genejchan·
We need more days like today where quantum stock performance is differentiated by quality of the companies $IONQ & $INFQ > $QBTS & $RGTI
Gene tweet media
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Tristan
Tristan@Shootermcgg·
Government validation now Nvidia validation: these #Quantum stocks will be breaching the stratosphere in the coming weeks
NVIDIA AI Infrastructure@NVIDIAAIInfra

💡 Quantum innovation takes an ecosystem. This new U.S. Department of Commerce announcement signals growing momentum for the quantum computing community and highlights increasing national investment in the companies shaping the next era of computing innovation, including our partners: @Atom_Computing, @diraqQC, @dwavequantum, @GlobalFoundries, @Infleqtion, @PsiQuantum, @QuantinuumQC, and @Rigetti. We are proud to help bring the quantum ecosystem together — connecting innovators across the stack to accelerate the path to useful quantum computing.

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Tristan
Tristan@Shootermcgg·
@MartinShkreli @Mehdonarika Christian’s, Jews, Muslims… they’re all equally retarded. Funniest is when they go after each other
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Martin Shkreli
Martin Shkreli@MartinShkreli·
you are objectively retarded.
Martin Shkreli tweet media
mr person@chickeneater177

@MartinShkreli half of the top 10 Forbes list are jews. Did you forget AIPAC exists nigga? Who controls Blackrock and all the ESG initiatives stupid nigga? 0.2% percent of global population btw

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br@1020thoughts·
@Shootermcgg @Silent_fill0 @michaeljburry yes they do both. they are moving more to toll based mechanisms for enterprise. The point being this gives them higher revenue than before the policy change for a given level of usage. You aren’t accounting for that.
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Cassandra Unchained
Cassandra Unchained@michaeljburry·
Many are using this chart to prove Jevons Paradox is working. They should look closer at the pattern and read Heretic’s Guide Part III. open.substack.com/pub/michaeljbu… Prices had already fallen for some time when the big token demand lift happened. Tokenmaxxing and benchmarking are much better explanation than Jevons Paradox based on the timeline than prices of tokens falling. In fact this chart may not show Jevons Paradox at all. And, if it does not, that is some massive benchmarking demand that is temporary and sending the wrong demand signal up and down the supply chain. Perhaps skipping a few cycles in the bullwhip effect. michaeljburry.substack.com/p/the-heretics…
Cassandra Unchained tweet mediaCassandra Unchained tweet media
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br@1020thoughts·
@Shootermcgg @Silent_fill0 @michaeljburry Anthropic is also taking market share, and has moved away from flat pricing to token metered pricing. The first argues against wide extrapolation, and the second suggests revenue is not directly tied to usage growth.
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Tristan
Tristan@Shootermcgg·
@1020thoughts @Silent_fill0 @michaeljburry Anthropic made $9B in ARR in q42025 then $19B q12026 and projected between $30B and $50B q22026. So it seems the demand growth rate is much higher than the capex growth rate
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br@1020thoughts·
@Shootermcgg @Silent_fill0 @michaeljburry I’m not saying there isn’t end user demand. There clearly is, and its growing. The question is, is that demand growing at a fast enough rate to justify investment levels. I would argue for this to be true there needs to be an absolute explosion of agents.
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br@1020thoughts·
@Silent_fill0 @michaeljburry different demand. Demand for chips may truly be as high as they say. That doesn’t mean end user demand is. Demand for fiber optics was through the roof in 1999. Its just that they overbuilt relative to end user demand.
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Chris Pedersen
Chris Pedersen@pedersen44·
@michaeljburry Data center broker here, we’re building them everywhere Michael. Let’s chat, I have 16GW’s in the pipeline
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Invisible Trader
Invisible Trader@AlisterBernidiv·
Hit my shares target for a $GPUS long I now hold: 100,000x @ 0.24¢ Total Avg. Cost Current Paper Loss: -36% Was hoping to have a TAC <0.20¢, but I am still under book value. I should have accumulated more in the <0.12¢ range, but was waiting to hear more on reverse split. Will re-evaluate any additional buys once specifics become available Either going to ride this to 0, and harvest the loss, or I may end up with a good story to tell Do your own research, and respect your risk tolerance, this is a Risk:Reward play
Invisible Trader@AlisterBernidiv

Forgot to update As of today, I now hold 90,500x $GPUS Total Avg. Cost ~0.25¢ Current paper loss -45% Just to Reiterate: This is a High-Risk:High-Reward play These are the types of buys I do for fun I could lose 100% of my investment here and be fine Do your own research

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Gene
Gene@genejchan·
@Shootermcgg You're right Google's core quantum tech does not work
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Gene
Gene@genejchan·
For those worrying why $IONQ didn't receive gov't funding, take comfort in knowing that $GOOG was also not on the list They didn't need the money and didn't want to give up equity stake This is similar to how (then 2nd tier) $INTC got an investment and other chipmakers didn't
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