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

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
tweet

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
tweet

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
tweet

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) 🧵👇
tweet

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
tweet

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
tweet

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.
tweet

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
tweet