Offshore
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Ahmad
be like this guy
Buy GPUs https://t.co/BjIwH1A9jE
tweet
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 tweet
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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
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
tweet
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 tweet
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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
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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. tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
RT @TheShortBear: $MELI
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RT @TheShortBear: $MELI
BREAKING: Argentina President Milei's party has won Argentina's midterm election. https://t.co/G2zlzr666e tweet
Offshore
Photo
Ahmad
transformers are like onions. onions have layers, onions have layers...
you get it? they both have layers https://t.co/sf17lTd4am
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transformers are like onions. onions have layers, onions have layers...
you get it? they both have layers https://t.co/sf17lTd4am
Ilya Sutskever just posted this https://t.co/1ze43nM7hQ tweet