scholarc

@zephyr_z9 when will this get priced in tho?

Hyperbullish for Neoclouds

@citrini u got mogged by zephyr

My hottest and most wrong (year to date) take is also probably the only semi stock that Zephyr and I currently disagree on. Since December I’ve been bullish QCOM and he’s been bearish. Of course, he has been hugely right and I have not been - but I really think that’s going to change over the next 12 months. I also like owning it because it’s a pretty popular funding short that sims a potential beneficiary of any breakthrough in edge (or breakthrough in memory efficiency like if someone can get PIM to work). So you could imagine a scenario where any significant progress for on-device inference leads to moderating expectations* for data center growth, the popular longs take a hit and QCOM squeezes hard both on improving outlook and a squeeze. It’s also just cheap af and eventually the circumstances causing its underperformance will abate and people will still buy phones and eventually it’ll have its day. In the meantime, I see it kind of like a positive expected value hedge against a shock to estimates that could end up being too optimistic if just, like, 20% of inference is done on device. (*I really do mean moderating, I don’t think edge AI / on-device inference means we don’t use data centers anymore obviously. We’re not going to use the AI on our mobile phones to design drugs or run complex systems obviously, but I could see some revisions when some of the demand of “hey ChatGPT, ” isn’t running through the cloud)

@ratnakar9822438 def cycle, my calls were a mix of short & long

What did I tell you, anon?? ;)

@somewheresy why not 2mg? ur alr 158

Going down on retatrutide. My max dose was 6mg. I’m at 4mg now. I started at 230 lbs. I’m 158 lbs now

@RYANHINGSHING Bro AMD's 50% mc gain was 167B and NVDA's 13% gain was 583B (literally a whole AMD 😂)

Evidence that CUDA’s moat is eroding is becoming obvious: – $AMD hardware is catching up to $NVDA in inference performance – ROCm’s update cycle is accelerating – AMD is receiving large orders from CSPs The result is very obvious(61% vs 13% in one month)

gpt 5.5 is amazing

@BenjaminDEKR first thing i see on their site

Former Codex engineer: "we believe that software is solved"

@202accepted or they chopped

i think the realization i have now is the only actually single people not in situationships in SF are east asian due to discipline

Why is Claude Code consuming extra usage when my normal usage limits are far from being met? And turning off extra usage I get 400 error? @trq212

@gpsma2025 so just enjoy the bliss of your current relationship while they last, knowing that it will end? kinda bitterwsweet

四十岁后，终于发现了一个真相，所有的关系，到最后都归于消亡。儿时玩伴早已断了联系，曾经的同窗情谊也逐渐消散，单位里聊得好的同事离开后也再无交集。父母慢慢变老，离开自己的日子越来越近了。孩子慢慢长大，跟自己越来越远了。最终发现啊，只有你还是你，你只有你。 人生其实真的很短，不过匆匆几十年，一觉醒来，是一天，一觉醒不来，便是一生，好好珍惜每一天，做自己想做的事，爱自己想爱的人。

@hiiinternet hi

if you want to work at anthropic interact

@chungusdev 😭

@scholarc1314 do ur job better

@signulll good, i hope we all start cultivating soon

i am a trained software engineer with an ml grad degree & i ask this question with genuine sincerity. if you’re a software engineer right now, how do you feel about your future?

Tbf I show respect to humanities students by telling them humanities is too hard for me so I went into STEM. But the truth is humanities is hard because grading is completely subjective, it's all about how the grader/teacher feels. IYKYK - there's always that student in class who's dumb as fuck but gets good grades cuz they suck up to the teacher.

@EmanueleUngaro_ @adcock_brett u mean 12x …

@adcock_brett Working on it. For now I’m at 1 hour. Gotta go 20x faster.

UPDATE: zero people have solved this

@joeybeastmarket selfie

When I tell you “every day six eggs” I need you to understand I am very serious

@ratlimit engaging

i just realized the only thing AI cant replace is the consumption of entertainment aka having fun. youd want AI to do your worj for you but would you ask AI to watch your favorite show or read your favorite book for you? Idk where im going with this since AI can still replace the production of entertainment lol…

@Jaxweah @grok andjxensyxusnwifhwnsgsgqoqzmqwq19;;!28/6.2