bubble boi

bubble boi@bubbleboi

I’m my own biggest fan sometimes

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

bubble boi@bubbleboi

OPEN AI MADE AN NVIDIA SLAAAAAAAAAAAYER 🔥🔥🔥🔥 AND YOUR BLACK PILLING ?!? 💀 SMELL THE SILICON IN THE AIR, NARRATIVE SHIFT INCOMING.

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

bubble boi@bubbleboi

One thing I wanted to say before I go to bed and get my bubble rest is I want to give a BIG BIG kudos to OpenAI not just for making a good chip but for showing the world that it’s a lot easier to beat Nvidia than it looks. There micro architecture isn’t designed for inference

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

bubble boi@bubbleboi

Long Nvidia vol into earnings? Seems cheap, probably get better guidance for Rubin & good networking oops I mean robotics revenue, given the Lumentum & Coherent earnings.

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

bubble boi@bubbleboi

I’m shorting this shit.

tweeted Mon, Aug 24 · counted from Tue, Aug 25 close

bubble boi@bubbleboi

I can’t believe I’m saying this but Nvidia might be a buy here lol.

tweeted Fri, Aug 21 · counted from Mon, Aug 24 close

bubble boi@bubbleboi

I actually think despite this, by this time next year wolf might be the best performing stock. 800V DC got pushed out but it doesn’t mean it’s not going to start happening and it’s going to require all kinds of new hardware. You’re going to need new solid state transformers

tweeted Thu, Aug 20 · counted from Fri, Aug 21 close

bubble boi@bubbleboi

I usually vague post my trades, but this one deserves the full story b/c it's everything I love: blue collar heavy industry, old school Americana, and global financial markets. Just wanted to to bring it to more people’s attention. Everyone knows the major constraint in AI is

tweeted Thu, Aug 20 · counted from Fri, Aug 21 close