Landon

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Landon

Landon

@__Lando12

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New York, USA Katılım Ağustos 2019
69 Takip Edilen81 Takipçiler
Landon
Landon@__Lando12·
@Thebiglade Thinking about it after working the past few years. Not too old, but whether it’s worth the cost is the question…
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LADE HERSELF
LADE HERSELF@Thebiglade·
Is 28 too old to go back to school??
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Landon
Landon@__Lando12·
I want to put yall on but I just can’t. You’ll think I’m a mad man.
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Landon
Landon@__Lando12·
Fake
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Landon retweetledi
Google DeepMind
Google DeepMind@GoogleDeepMind·
Meet Gemma 4: our new family of open models you can run on your own hardware. Built for advanced reasoning and agentic workflows, we’re releasing them under an Apache 2.0 license. Here’s what’s new 🧵
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Landon
Landon@__Lando12·
The option to not care almost always wins.
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Landon
Landon@__Lando12·
Build like your life depends on it the next 5 years.
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Landon
Landon@__Lando12·
We’re getting somewhere. Agent Count: 3 Hardware: MacBook Air (minimal) What does this do? 3 employees in a recursive interaction loop for a cost of $20 p/m.
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Landon
Landon@__Lando12·
Diversification is a myth sold to those without conviction. Going all in, and risking death is what brings you greatness.
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Landon
Landon@__Lando12·
@magattew Continue Black Excellence. Connect the continents.
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Magatte Wade
Magatte Wade@magattew·
The highest form of patriotism in Senegal, Nigeria, or Kenya is creating a job.  The government's highest duty is to make that act the easiest thing a citizen can do.
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Landon
Landon@__Lando12·
The African continent is the frontier for what comes after. Keep your eyes open. I think I’m ready for the next step.
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Landon
Landon@__Lando12·
This is the $ASML dip you were waiting for. Earnings always brings volatility. Have I steered you wrong yet?
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Landon
Landon@__Lando12·
$ASML $1500
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Landon
Landon@__Lando12·
You know, if you followed the call with $50,000 You’d almost have $100,000 now. When you pay attention, and can build up size. The game eventually gets easy. (I don’t have $50,000)
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Landon
Landon@__Lando12·
Whoa That’s crazy isn’t it?
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Shay Boloor
Shay Boloor@StockSavvyShay·
5 BIGGEST WINNERS FROM $TSM DOMINATE EARNINGS 1. $ASML sits at the choke point TSMC just confirmed with rising EUV intensity keeping wafer supply constrained into 2028–29 2. $NVDA benefits from a true allocation economy where scarce advanced wafers sustain GPU pricing power & margins 3. $AMKR sits at the next bottleneck after wafers where advanced packaging turns scarce silicon into deployable AI systems 4. $AMAT monetizes rising process intensity as hot fabs & advanced nodes drive more steps per wafer. 5. $AMD gains from the same supply-constrained backdrop with TSMC visibility supporting a multi-year CPU + GPU ramp
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