aphex
391 posts
aphex
@aphexinvests
swe + ai eng • investing thoughts • NFA
Katılım Ekim 2025
49 Takip Edilen83 Takipçiler
@antibearthesis highly doubt a miss will happen
what i'm more concerned about is anything less than perfection, especially on guidance
if guidance is weak, we'll bleed fs
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aphex retweetledi
@dylan522p replies not being able to tell this is satire is killing me
we’re so cooked
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Breaking: Andrej Karpathy just filed his Q1 2026 13F.
Here's everything you need to know about his recent 13F Top 10 positions:
1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04B
2. Nvidia - $NVDA - [Put] — $1.57B
3. Oracle - $ORCL - [Put] — $1.07B
4. Broadcom - $AVGO - [Put] — $1.01B
5. Advanced Micro Devices - $AMD - [Put] — $969M
6. Bloom Energy - $BE — $879M
7. SanDisk - $SNDK — $724M
8. Micron - $MU - [Put] — $584M
9. CoreWeave - $CRWV — $556M
10. Taiwan Semiconductor - $TSM - [Put] — $535M
New positions:
• $SMH, $NVDA, $ORCL, $AVGO, $AMD, $MU, $TSM, $ASML, $INTC, $GLW — all puts
• $MU [Call] — $422M
• $TSM [Call] — $355M
• $SNDK [Call] — $389M
Summary: He kept his AI infrastructure longs and opened $8.45B in new puts against tech and semiconductor
atlas@creatine_cycle
BREAKING: after just 4 hours at Anthropic @karpathy will be stepping away to join the A16Z new media team. "I think the next few years at the frontier of attention and growth hacking will be especially formative"
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this is incredible
very very bullish on $GOOGL
if i had to bet on one hyperscaler, this would be it
Google@Google
Gemini 3.5 Flash is built to help you execute complex, agentic workflows. 3.5 Flash rivals flagship models to deliver frontier performance for agents and coding, at the lightning speeds you expect from the Flash series.
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extremely bullish for your usual names ($MU, SK, $SNDK, $NBIS)
just more confirmation
Shay Boloor@StockSavvyShay
$GOOGL CEO Sundar Pichai says Google now processes more than 3 quadrillion tokens per month across its ecosystem. That kind of token growth is the clearest proof that AI cycle is still supply-constrained with demand pulling on compute, memory, networking & power all at once.
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How did I know? It came to me in a dream. 😴 💤🛌
bubble boi@bubbleboi
Market is showing clear signs of an impending crash.
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aphex retweetledi
aphex retweetledi
Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.
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awww you guys thought we could have a "correction"? this is AMERICA green days only
TBU@TBU12345678
if you are bearish pls go outside in NYC. you think the guy in a giga line to spend $20 on match gives a fck about your 50bp rates move or that some guy sold optics? summer malaise is coming but not yet
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as a swe, i’ve noticed this at company as well, it’s kind of 50/50 though
on one hand there’s a some devs that have a lot of angst and paranoia, and are desperately upskilling or trying to look productive to management
and the other crowd that’s completely oblivious and not worried about AI at all
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I’m mentoring a bunch of software engineers, both inside and outside the company.
One thing I’ve noticed recently is how much pessimism has spread through this community about AI replacing our jobs. People who used to have ambitious career plans now seem to have stopped caring about career growth altogether.
I’ve heard things like: suddenly losing interest in solving technical problems, staying in a job only for health insurance, actively getting electrician licenses(shit, I need to move faster before it's too crowded), etc.
Despair, resignation, helplessness, confusion — we’re basically 19th-century textile workers waiting for our Luddite moment.
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@aphexinvests Still not helping resolving the situation.
The real TACO is signing the deal or project freedom to reopen the straits
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lol, Mr Trump just TACO after I tweet:
Tradfin: *TRUMP: POSTPONING PLANNED MILITARY ATTACK ON IRAN SCHEDULED FOR TOMORROW
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