Offshore
Video
Ahmad
RT @TheAhmadOsman: 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
tweet
Offshore
Photo
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
tweet
Offshore
Photo
Ahmad
be like this guy

Buy GPUs https://t.co/BjIwH1A9jE

GLM 4.5 Air running in ~60tok/sec on 4x 3090!

3090s are still great cards to buy if you want to run inference with 100b models, locally, for your own use

https://t.co/YGVln1dcLd https://t.co/76u0DcrVwN
- mconcat
tweet
1
AkhenOsiris
Secular shifts are powerful. No need to be early to capitalize on massive gains. Cloud computing, social media, streaming content, etc etc.

And now AI. When ChatGPT debuted (Nov. 2022), NVDA quickly 3x'd in 8 months. It then consolidated and did nothing for the next 6 months. That's well over a year to analyze, research, absorb data. Watch how the narrative unfolds.

Since then, NVDA has 3.5x'd (with a few major drawdowns along the way). Second derivative rates may have finally peaked, but capex, tokens, API calls, etc are still growing. Models are being trained on ever larger clusters, with the latest chips (i.e. Blackwell).

The party will need further advancement, uptake, monetization to keep going, but hard to say with any conviction yet whether it is over or not.
tweet
Offshore
Photo
Ahmad
who here would like to see a build video guide for multiple RTX PRO 6000s?

already got the hardware ordered for a couple of 3090s and 5090s build guides btw

yes, there'll be GPU giveaways ;)

first video guide before Thanksgiving

anyway, Buy a GPU keeps on winning

@TheAhmadOsman Probably nothing 👀🔥 https://t.co/sCr29jVV7J
- Mike Bradley
tweet
1
Clark Square Capital
Idea thread #1!

What's your favorite Japanese stock? (Any market cap/style).

Add a sentence explaining why you like it + valuation.

As usual, I will compile the responses and share them with everyone.

Please retweet for visibility. Thx in advance! 🙏
tweet
Clark Square Capital
Idea thread #2!

What's your favorite special situation? (Spin/m&a/etc any market cap).

Add a sentence explaining why you like it + valuation.

I will compile the responses and share them with everyone.

Please retweet for visibility. Thx in advance! 🙏
tweet
Offshore
Video
Clark Square Capital
Couldn't decide, so we are doing two idea threads: a Japan only, and a special sit only. Lesss go! https://t.co/5NiyqPdEnZ

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.
- Clark Square Capital
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @TheShortBear: $MELI

BREAKING: Argentina President Milei's party has won Argentina's midterm election. https://t.co/G2zlzr666e
- The Kobeissi Letter
tweet