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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
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
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
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
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.
Archimedes retweeted
We went from Math Olympiads to Millennium Prize problems in 12 months.
Yeah, definitely a bubble.
We're so back
Replying to @ChaseLochmiller @OpenAI
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.
It's only going get more difficult from here.
best of luck, chat
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.
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.
$SNDK limit dawn
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





























