Investor. Entropy fighter. Ahead of the curve

PNW
Joined October 2016
I'd really like to know who bought 96 $SIVB 17 March 23 $150 P's on March 6 for $0.01. They're trading around $64.30 right now. $96 into $617,184 aka a +642,900% gain Has anyone ever seen a bigger % options pay off? I sure haven't
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Archimedes retweeted
Replying to @freddier
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I'm thinking about this more, recently
Brain connectivity is highest in the fall and lowest in the summer
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It's 2026, you listened to the wrong investors on X, your 1-year holding return on $IREN is negative 6% and you've missed the historical runs in AI memory, various bottlenecks, and are mad rn at the IREN clusterMAX rankings. I basically did the opposite We are not the same, anon
Okay chat, I have some good news and bad news The bad news is I sold all my $IREN 2 weeks ago at $61. But the good news is that I went long $IREN again this week at $46 and I'm ready for the lift. Feel free to follow along for more Alpha. P.S. Do you hold your IREN or trade it?
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How is this app still free?
i don't understand the complicated finance shit you're doing here, but bubble boi lil man looks like a real g and glad you're enjoying muse!
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I'm probably the biggest CPU enjoyoor who's been more opportunistically bullish $AMD over the past 4 years than anyone else on this entire platfoorm. IYKYK - @zephyr_z9
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Archimedes is pleased to report that he has just upgraded his Q426 portfolio performance targets after the market is now starting to wake up on his May through August allocations and additions. Wish me luck @zephyr_z9 @citrini @aleabitoreddit
Biggest risk to AI diffusion has been normie adoption, and feels like agentic just pushed past the tipping point for ease of use… will be interesting when reprise tools get rolled out in earnest — there are scenarios where this is the biggest inflection yet
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NEW from Arch AI Index: September AI spend “increased” among the top 1% of businesses spending on AI, largely due to Astra capabilities and new/more use cases being unlocked. Fixed it for all the panicans and droomers (drooling doomers)
NEW from Ramp AI Index: AI spend *declined* among the top 1% of businesses spending on AI. In August, the top 1% of businesses spent $7.2K per employee per month, down 10% from a July peak ($8K). We're seeing more cracks in the AI thesis as a number of drivers show spend topping out. My take: it's not because of open Chinese models. It's model wars. Price cuts + a growing share of spend is shifting to standard and lite models (which are already cheaper) over the frontier.
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We went from Math Olympiads to Millennium Prize problems in 12 months. Yeah, definitely a bubble.
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We're so back
GPT-6 Astra, trained on ~100K+ NVIDIA Grace Blackwell NVLink72. From ChatGPT to o1 to Astra in 4 years. AGI has arrived. Congratulations @OpenAI team. 400K GPUs coming online next.
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It's only going get more difficult from here. best of luck, chat
If you are competing against OpenAI or Anthropic, you are going up against people using models two generations ahead of the best public models in the world, burning through $7k–$10k worth of tokens per day on an infinite token budget, running at 8x normal speed.
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true if true
billions of years, stars dying, life surviving, generations of people meeting by chance. so much had to fall into place just for you to be alive reading this tweet. and somehow we get to be here as we build something that could transform the universe. what an absurd privilege to see what happens next.
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IYKYK
GPT-6 Astra is the first time that a lab trained on a ton of computer games
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My portfolio has been cleared for takeoff
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Archimedes retweeted
I want to prevent a race into unmonitorability kicked off by confused reporting. The depth of the computation graph for our present frontier models, including Astra, is within a factor of two of GPT-4. OpenAI has worked to preserve and utilize chain-of-thought monitoring since our very first reasoning models. We deeply care about this technique, as it can give us a view into how model alignment generalizes from its training distribution. I do think it is fragile and unfortunately trending in a negative direction, for reasons not contingent on architecture changes that I will write about soon. But there are things we can do to strengthen it, and it's a core goal of our current research program.
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$SNDK limit dawn
3D DRAM MORE EFFICIENT THAN HBM4 AND MORE BANDWIDTH HOOOOOOOOOOLLLLLLLLLLLLY COOOOOOOOOWWWWWW 🐄
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My ability to generate excess Alpha is currently gated by my access to capital. Investors/LPs can you plz fix?
I need more capital dammit, I have so many ideas I know are likely to print large % returns but not enough money to jump into them all
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If you’re bullish on AI and your portfolio isn’t green today, are you sure you know what you’re doing? Maybe hand it over to the professionals
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OOoooh the M.2 now cometh
Oh hello M.2 AI accelerator!
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Historical loss, but he's young and learning
Nice work from the FT, quantifying the scale of the Leo Aschenwhatever loss in the history of trading losses... Turns out, pretty big.
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+1,000 bips now on the day
Archimedes’ AlphaBook portfolio is up +500 bips and the day has just begun
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