Ok, but when your social media site massively increases the number of anti-Semitic and White Nationalist posts on everyone’s TL, you openly support a neo-fascist political party in Germany, and amplify posts from Nazi sympathizers..you’re not going to get the benefit of the doubt

I don't think it's a coincidence that Trump has been the most disciplined we've seen, relatively speaking, since Susie Wiles took over. Another indication she retains his trust.

Vibe check. On balance, the #StarGate announcement is _________ for Microsoft. $MSFT

This is by far the best article I've read on Deepseek, written by a value investor Jeffrey Emanuel, who walks through Deepseek's main technical innovations and their implications for training and inference usage. Also walks through HW/SW threats for $NVDA youtubetranscriptoptimizer.com/blog/05_the_sh…

Deepseek V3 and R1 discourse boils down to this. Shifting the curve means you build more and scale more dummies

$FLUT $DKNG $CZR

1) DeepSeek r1 is real with important nuances. Most important is the fact that r1 is so much cheaper and more efficient to inference than o1, not from the $6m training figure. r1 costs 93% less to *use* than o1 per each API, can be run locally on a high end work station and

Former INTC CEO Pat Gelsinger on today’s sell-off. $NVDA $TSM linkedin.com/posts/patgelsi…

NO FCKING WAY LMFAO

US demand for Taiwan-produced chips now is fairly inelastic. There aren’t many viable alternatives. Fabs take years to build in US. Unless this is intended to push Taiwan to commit to US investments/purchases, doesn’t make much sense.pcmag.com/news/trump-to-…

Taiwan made the largest single greenfield FDI in US history through TSMC. Now, instead of receiving gratitude for helping the struggling US chip industry, Taiwan faces potential tariffs. In his zero-sum worldview, there are no friends. x.com/WilliamYang120…

Morgan Stanley’s View on the DeepSeek Shock 1. Semiconductors While DeepSeek’s success is unlikely to alter semiconductor investment plans significantly, there are several factors to consider. Feedback from various industry sources consistently indicates that GPU deployment

Goldman Sachs analyst Ronald Keung on DeepSeek beneficiaries in China. $BABA $TCEHY $GDS $VNET

Morgan Stanley on DeepSeek impacts on Chinese data centers. $GDS $VNET

$SE do you see the light ? 😀

A great chart by SemiAnalysis shows the spike in demand (price) for $NVDA H100 on AWS after DeepSeek. This is something that I also discussed in my DeepSeek article: With the reduction of LLMs, you will have more usage, which benefits the whole ecosystem. Good for $AMZN, $MSFT,

$TSLA reached $419.99 before pulling back this afternoon. Idk what to do with this but 420 continues to be the keyest of levels for this dumb stock.

Super excited to add Josh to our team. Strong leader with deep relationships who compliments us well. Josh and bengal were one of the first to see our vision and stoked to have him help us achieve it. Onward! $GRUSF $TOKE

“When I suggested to a senior European policymaker last week that the EU might now consider warming up to China once again, she responded: ‘Believe me, that conversation is already taking place.’” ft.com/content/ba1c81…

Morningstar on $PYPL earnings.