Ahmad
RT @TheAhmadOsman: the Tenstorrent QuietBox Blackhole

> is a 3.2 Tb/s Ethernet mesh
> that pools memory
> and scales almost linearly
> when you daisy‑chain more boxes

the TT-QuietBox Blackhole comes with

> ~80 lbs liquid-cooled chassis
> AMD EPYC 8124P, 16c/32t
> 512 GB DDR5 ECC
> 4 TB NVMe
> ASRock Rack SIENAD8‑2L2T w/ 2x 10 GbE + IPMI

> 4x Blackhole p150c cards, totalling:
> 560 Tensix Cores
> 64 “big” RISC-V cores
> 128 GB GDDR6
> 840 MB On‑Chip SRAM
> 3.2 Tb/s Ethernet mesh
> 16x QSFP‑DD 800G ports for card⇔card comms
> 8x passive direct‑attach copper (DAC) cables (0.6m)

> all of this is powered by a single
> 1650W Platinum PSU, passively cooled
> ready to daisy-chain to the next QuietBox
> also, opensource stack (TT‑Forge → TT‑NN → TT‑Metalium)

the interconnect is the star

> what does “4x QSFP‑DD 800G” actually mean?

> QSFP‑DD = Quad Small Form‑Factor Pluggable — Double Density
> 8 electrical lanes per port
> ~100 GB/s per lane using PAM4 signalling
> total: 800 Gb/s full‑duplex per port → ~100 GB/s usable each way after Ethernet framing + FEC

each card talks directly to its siblings over QSFP‑DD 800G

> 4 ports per card x 800 Gb/s each =
> 3.2 Tb/s of aggregate bidirectional fabric per card

> 16 ports total per “quietbox” =
> 3.2 Tb/s internal mesh across all 4 cards

> this is your NVLink replacement
> no PCIe bottlenecks, no host-side relays
> just a true east-west ethernet fabric

there’s a hard rule
> the QSFP‑DD 800G ports are passive
> they only connect to other Blackhole cards via direct‑attach copper (DAC)
> max length = 2 meters, not optics, not switches, not uplinks to your ethernet fabric
> Blackhole fabric is its own world: card⇔card, box⇔box, nothing else

daisy‑chain the DACs and you’re all set, add more boxes and enjoy the 3.2 Tb/s ethernet mesh that pools memory and scales almost linearly

pretty sleek hardware UX, more soon
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Ahmad
RT @TheAhmadOsman: My house has 33 GPUs.

> 21x RTX 3090s
> 4x RTX 4090s
> 4x RTX 5090s
> 4x Tenstorrent Blackhole p150a

Before AGI arrives:

Acquire GPUs.

Go into debt if you must.

But whatever you do, secure the GPUs. https://t.co/8U89OStknt
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Ahmad
RT @TheAhmadOsman: can’t write code because Cursor and Codex are both down thanks to the aws-us-east-1 outage?

tired of Anthropic’s weekly limits and nerfed models?

with one command and a few GPUs,
you can route Claude Code to your own local LLM with ZERO downtime

Buy a GPU https://t.co/aj8r201V83

i built a simple tool that makes

Claude Code work with any local LLM

full demo:
> vLLM serving GLM-4.5 Air on 4x RTX 3090s
> Claude Code generating code + docs via my proxy
> 1 Python file + .env handles all requests
> nvtop showing live GPU load
> how it all works

Buy a GPU https://t.co/7nYsId4Uyu - Ahmad
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 5 High-Quality Stocks With Good CAGR Potential Assuming Reasonable Multiples 💵

📦 Amazon $AMZN
•2028E EPS: $11.01
•Multiple: 29x
•CAGR: +12%

💰 S&P Global $SPGI
•2028E EPS: $24.41
•Multiple: 28x
•CAGR: +13%

🏦 Fair Isaac $FICO
•2028E EPS: $63.60
•Multiple: 36x
•CAGR: +13%

✈️ Booking Holdings $BKNG
•2028E EPS: $344.04
•Multiple: 23x
•CAGR: +15%

🫱🏼‍🫲🏻 MercadoLibre $MELI
•2028E EPS: $123.53
•Multiple: 30x
•CAGR: +18%
_______

*Estimates can change
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Investing visuals
Presenting you my first deep dive, covering $RBRK:

• Founder led
• Mission-critical
• Growing over 50%
• Named 6x data protection leader

This is the story of a business that evolved from simple backups to an industry-leading cyber resilience platform.

Let’s dive in! (~25 min. read) 🧵👇
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Dimitry Nakhla | Babylon Capital®
This week’s key scheduled reports 🗓️

Let’s dive into the earnings expectations, valuations, & business segments for 20 quality stocks reporting this week 🧵 https://t.co/7ea4rIBaDL
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Clark Square Capital
Just shared a new write-up on a US-listed stock with a very asymmetric return profile.

Be sure to check it out.

Thanks for reading! https://t.co/HjIZ6DeXcj
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Clark Square Capital
Ok, guys. It's been about a month since the last idea thread. What's a good prompt for the next one? I will pick the best one and use that.
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Quality Stocks Offering 33% Higher FCF Yield Than the S&P 500 (LTM) 💵

1. $MA 3.18%
2. $DHR 3.18%
3. $INTU 3.21%
4. $V 3.30%
5. $SPGI 3.61%
6. $ADP 4.19%
7. $CSU 4.21%
8. $ICE 4.94%
9. $ABNB 5.37%
10. $BKNG 5.54%
—-

$SPY FCF Yield 2.35% (LTM)

$SPY The S&P 500 free cash flow yield currently sits at 2.35%. https://t.co/MQYaZZGvNE - Koyfin
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Ahmad
أنا عادةً بكبر دماغي، بس ديه مش أول مرة أحمد ينتقدني فيها، وكل مرة بيزداد كلامه ثقلا على النفس إنها تعديه

والمشكلة إن مفيش إنتقاد واضح أصلًا، لو أنا حسابي مؤذي إعملي بلوك/متعملش فولو، لو هدفك تساعدني وتنصحني ابعت على الخاص سواء نصيحة او استواضح، ومش هتبقى أول مرة نتواصل مع بعض يعني، انما هنقول كلوت ونسخر من غير حتى ما نبقى بننتقد المحتوى نفسه بشكل موسع ونسمع لبعض؟... يا أخي التمس لأخيك ٧٠ عذرًا

ردي عليه واضح، وربنا وحده يعلم بالنوايا، فياريت نخف على بعض ونتعامل بحسن ظن

احمد كان أبتدى كويس و الواحد كان بيحب يسمع بيقول ايه، الاهتمام تحول الي الريتش و الكلوت (أنا عارف انه كلاوت بس كلوت أوقع)

فكل كل الكلام بقى كلام شعبوي للاستهلاك بدون اي فايده حقيقية للبيستهلك المحتوى.

كان نفسي يفضل أحمد الـresearcher او حتى يكون في توازن ما بين الطبلة و ما بين القيمة الحقيقية - Ahmed
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