Lap Tran

@BitcoinAIGuy ASST

Possibly making 1-3 new investments this year for the next 5-10x+ across Bitcoin, crypto, and AI—crypto looks more exciting now that nobody cares again. Historically, all of the *fastest* 10x+ stocks I’ve bought were ignored right before a major bull run. Any guesses to what I’m looking at? 👀

Offline vibe coding with Gemma 4. This open-source Electron app runs entirely on your Mac via Apple's MLX framework. No Wi-Fi required.

@RaberTrades @jbelizaireCEO Thanks for covering SLNH. I was able to catch the call with the CEO last week because you posted about it. Bought 5k shares earlier today.

Oh yeah, @jbelizaireCEO liked my write up 👀 I believe he will lead $SLNH to the road of execution in 2026 ⚔️

@pitexrmaen @RaberTrades I bought ASST with Mike since last fall. Up close to 50%.

@RaberTrades Oh no! He lied about ASST before! Time to get out now?

$SLNH and Mike Alfred 👀

@BitcoinAIGuy @StockSavvyShay It’s so unfair. No one company should have all that power.

@StockSavvyShay My prediction: $IREN will never be power constrained

My predictions for tomorrow’s hyperscaler earnings: • $MSFT: “We are power and compute constrained” • $META: “We are power and compute constrained” • $GOOGL: “We are power and compute constrained” • $AMZN: “We are power and compute constrained”

@mikealfred @WannabeMil666 I’m in if you take over Mike!

@WannabeMil666 Yes because the market trusts me way more than it trusts Bailey

And $NAKA goes green 😆

@BackwoodBold @songjunkr Thanks for sharing some of your ideas. I bought a mac studio yesterday and have been trying to figure out how to set things up locally for more privacy focused work.

All kinds of stuff! I have built a command center for my job, that pulls all our ERP data for purchasing and inventory and displays in nice dashboards. I also built a complete Bill of Lading software for internal use. On the fun side, this weekend I built a Spotify media player made after the nostalgic 2003 windows media player skin. Also built a telegram bot that crawls local real estate looking for a certain criteria and scoring each property. Its really skys the limit! Build whatever you can imagine!

Are there any AI harnesses better than Codex right now? Curious to know what makes them better!

@songjunkr Thanks! I’ll give it a try when it’s available.

@laptran Waiting on Deepseek V4 Flash dynamic quants for MLX Best model for me so far

M3 Ultra vs M5 Max 로컬LLM 속도 비교 : M3 Ultra = 819GB/s M5 Max = 614GB/s - 출력 속도는 대역폭이 높은 M3 Ultra가 조금 더 빠릅니다. - M5 Max는 연산성능이 개선되어서 Prefill이 더 빠릅니다. 테스트결과 - M5 Max가 MoE 모델에서 더 빠릅니다. - M3 Ultra는 Dense 모델에서 더 빠릅니다.

Gentle reminder that all you need to start with local AI is: - 2x RTX 3090s (pick them up for $700-$900 a piece on r/hardwareswap) - Qwen 3.6 27B - Your favorite agent (Claude Code / OpenCode / etc) - Self-hosted SearXNG for web access And you got yourself Opus 4.5 at home

If you have experience doing SFT and/or RL I would like to pay for 2 hours of your time for a consultation. Would be best if you're familiar with QAT, distillation etc..

@AdamBLiv Also, where are all the people complaining about the reverse split?

Hey Wes, how's it going?

@luojix1 @BitcoinAIGuy Nah. He sounds more like an incredible wealth manager to me 😂. We’re all going to make billions.

@BitcoinAIGuy 😂😂😂😂 You are the biggest troll on this whole app man ❤️

I’m at Starbucks and ran into a former construction worker from $NBIS. He seemed happy. I asked if Noobius was paying him well. He said he hasn’t worked at Noobius in months since their major data center delays. He’s happy he relocated to Texas where there is plenty of work and the water is sweet

@moninvestor Very fitting of their name. Half baked analysis.

SemiAnalysis published new rankings. Platinum: $CRWV Gold: $NBIS Not Recommended: $IREN Not even Silver or Bronze. 😂

@TheTechInvest @FransBakker9812 LOL. I would be protesting too if I lived in Alabama. I don’t want low quality DCs in my backyard.

$IREN INVESTORS WERE SEEN PROTESTING $NBIS DATA CENTER CONSTRUCTION IN ALABAMA

Like this post and Repost it. We're giving away three free 1-month Premium Patreon subscriptions to random people who engage. I want to more people to see what we've been building inside and help more people get away from all the noise. Winners will be chosen in 24 hours.

@dgt10011 😂😂😂

ATTN CUSTOMERS:

@mikealfred @cantonmeow I might be mistaken but I think it’s because he didn’t want to be trapped in some kind of hole filled with blue ribbons. It was also too wide and deep.

I practically lived on X almost every hour for about the last 3 years. Cutting back to just a few hours a day. Market is getting greener, so you don’t need me as much anymore. There are a few things I have to do that are quite time consuming, like board re-certification and continuing medical education, holding a full time job, managing a team, being on call, while contributing to @dannycheng2022’s Patreon, collaborate with others like @matthughes13 @EWTracker @blondebroker1 @CrypticTrades_ @acethebulllly @chad_ventures and many others when I can, keeping a pulse on the market and the macro and… maybe making bigger plans for next year so I can free up some time and do what I really want to do. I want to be around more often, so it may mean less often short term. There has been demand from me for a course for a long time. It will take me about 6 to 8 months to organize my market thoughts and TA approaches into a digestible and helpful set of videos that I intend to last the test of time. Anyway, thank you for your support and the awesomely weird community that we have here. Yes, I am looking at you, @consom888 🐈😫. I will be around, just not as much. Oh, did I mention that I will be traveling a lot in late May and see @dannycheng2022 again in just a few weeks? Have a great night, meows. 🐱❤️

@JohnLoc18 Take all the time that you need. Do whatever you need to do to clear your head. Just know that there are a lot of people rooting for you. I and many others always appreciate you for sharing your knowledge.

Hello, I’ll quit for a while and stack my money by working full time if the market doesn’t go red the rest of this week. And I still posting about $SPY on here but stop trading. My mental health has been unstable lately, it’s been fun and I love every moment on here. Loc