Xander Crypto ETH
895 posts

Xander Crypto ETH
@XanderCryptoETH
PERMA BULL CRYPTO. LONG $ETH $ETHA $SBET. Merry Altseason!
Florida, USA Katılım Nisan 2021
1.1K Takip Edilen205 Takipçiler

@Mark_Penn Do you believe that if that "regime is being pummeled on all sides and has no ability to provide for its people" that it's a success?
Plantation, FL 🇺🇸 English

Iran Coverage
The headlines abound:
Iran Regime doing well, in control
Trump under pressure to end war
Khomeini son just as tough as Father
US responsible for missile on school
One headline after another essentially featuring Iranian propaganda as the news.
Where are the headlines:
50 Iranian ships sunk
Iranian military assets destroyed
Leadership tries to put on good showing despite internal chaos
Khomeini appointment creates hereditary theocracy
War plan progress unprecedented
The press is a drumbeat of negativity favoring the Iran regime. It’s puzzling at this point how any success is buried.
The reality is likely the regime is being pummeled on all sides and has no ability to provide for its people. Maybe it can put on a good show for another week or two but its leadership is under immense pressure. But that’s not what the American public is getting from mainstream media.
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.@3PeaksTrading RE: oil. I don't have a clue when this conflict is going to end but I feel like Trump will cut a massive deal if he can get the influencers in this region to convince OPEC to increase oil production which would decrease oil prices.
Jason@3PeaksTrading
Just hilarious I have been long put hedges for weeks now and someone this morning telling me I have been too bullish this week.. lol well in the things that are bullish yes (ie. Software huge profits on upside plays there) I also was one of only people on here saying to get long oil stocks in December before all this upside action.. sigh
Bear Creek, FL 🇺🇸 English

@brian_armstrong I guess haircuts should only be ~1.75% on both ends of every transaction. You know, because THAT'S fair.
Also, WTF do u know about haircuts? 💈💈💈🤣🤣🤣
Bear Creek, FL 🇺🇸 English

@YESFUTUREISNOW @jonnajarian Perfect time for jokes you asshat.
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FACT CHECK: MURDER RATE
In his 2026 State of the Union, President Trump said, "Last year, the murder rate saw its single largest decline in recorded history. This is the biggest decline, think of it in recorded history, the lowest number in over 125 years." A CBS News fact check has determined that is true.
DETAILS: cbsn.ws/4aNEUhJ
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@RaminNasibov Grok is batting like .400 on guessing this movie. Great for baseball but not sure that's great for AI. Scroll and double check me
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@realstewpeters I'm not a TC fan but I assume he misspoke
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@aakashgupta I wouldn't be surprised to see OpenAI become a footnote in the Generative AI boom story. The Myspace to Facebook. Tech leaders make it very difficult for a company to rise above them or get a seat at their table. That's what they can expect from $gooog, $msft, $meta, $amzn etc
St Petersburg, FL 🇺🇸 English

Sam just posted the corporate equivalent of “we’re fine, everything’s fine” while Reuters cites eight sources saying OpenAI has been actively shopping for Nvidia alternatives since last year. His own staff blamed Nvidia’s GPUs for Codex performance issues. Three days ago on a press call, Sam himself said customers “put a big premium on speed for coding work” and that Cerebras would help meet that demand.
The reason this matters: inference is now two-thirds of all AI compute spending. Training made Nvidia untouchable. Inference is a different game. GPUs rely on external memory (HBM), which creates a latency bottleneck every time a chatbot fetches data to generate a response. For something like Codex, where users need code generated fast enough to feel like pair programming, that bottleneck becomes a product problem.
OpenAI went to Groq to solve it. Groq’s LPU architecture uses on-chip SRAM instead of external memory, which eliminates the fetch penalty and makes inference dramatically faster. OpenAI was in active discussions with both Groq and Cerebras for chips that would handle roughly 10% of their inference fleet.
Then Nvidia wrote a $20 billion check and absorbed Groq’s entire leadership team, IP, and 90% of its engineers. That deal closed five weeks ago.
Read that sequence again. OpenAI identifies a performance gap in Nvidia hardware. OpenAI starts talking to Nvidia’s most credible inference competitor. Nvidia buys that competitor for 3x its last valuation. Now Sam is posting “we love working with Nvidia.”
This is what a hostage negotiation looks like in the semiconductor industry. Nvidia’s $100 billion investment in OpenAI has been “closing within weeks” since September. The Groq acquisition wasn’t a technology play. It was a blocking move. Nvidia paid $20 billion to make sure its largest customer couldn’t build an escape route from GPU dependence.
Sam knows all of this. His tweet reads like damage control because it is damage control. The “insanity” he doesn’t get is eight of his own people talking to Reuters.
Sam Altman@sama
We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from.
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@The_Real_Fly "I don't know anything about Jeffery Edward Epstein. I just happen to have other business associates on the same private island. I would never refer to anybody by a nickname like J-bone, Eppy, or the amnesia pharmacist. The Donald does talk like that"
United States 🇺🇸 English

@jonnajarian You don't like LeBron for reasons outside of basketball so don't try to pretend it has anything to do with his performance in his 23rd season.
Bear Creek, FL 🇺🇸 English


@KobeissiLetter I say give him the $10 Billion if he is also willing to go move to Greenland.
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"We could have turned your bullshit into a million dollars" -every #Hoosiers fan to their wife right now. #NationalChampionship
GIF
Florida, USA 🇺🇸 English

@financedystop You can also not do that, which is a better option.
St Petersburg, FL 🇺🇸 English














