Maybe I’m going nuts
I think $IREN is executing well and that the earnings were almost as good as $NBIS
I genuinely think the only main, clear negative lately has been the executive compensation package
Beyond that, you could argue that ARR isn’t accelerating fast enough,
Isn’t this pretty much the opposite of what we’ve been seeing?
→ MI450X is a tremendous success
→ MI500 is projected to compete with Rubin Ultra, using entirely new silicon and a new microarchitecture scaling to 256 logical chips. Very promising
→ Partnership with $CRBS to
Why is $CBRS even trying to sell this as a win?
Ex uploading happy stories to Instagram after a breakup vibes
Jalapeño is already doing 700+ tok/s/user on DeepSeek R1 and about 1,400 tok/s/user on GPT-OSS, without speculative decoding, and this is the first iteration
$CBRS
Absolutely insane stuff from $AMD
I'll put it simply: $AMD is the next multi-trillion-dollar company
Lisa Su is one of the top 5 CEOs in history for the turnaround she has pulled off
$NBIS is now a 11x since I called it a 10x opportunity and started my position
But I still have to get hate from kid analysts who FOMO’d in at $200
Btw, still holding. $NBIS is the best neocloud in terms of quality. No doubt about that
https://t.co/SWgJRc1qwS
The people who think I turned bearish on $NBIS are so ridiculous
Worst part is that I invested at $20, when most of these people hopped on the ride at $150
Takes a sub-90 IQ to become so defensive over any take that doesn’t satisfy your confirmation bias
