@lfg_cap

Global Tech investor. definitely not important and definitely not investment advice.

Joined October 2017
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  • Followers16K
671Media
we live in a simulation hence all of life as we know it - is just *code* stop calling “coding” a penetrated market forest from the trees
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October re-acceleration
The SI Maximalist
@thesimaximalistOct 3
Sam and Dario. Another ultimate banger 🤣🤣🤣
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probably nothing
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Celebrating the premature market bottom into mid terms and Ant acceleration.
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Hem this weekend #paris
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Hemingway Capital retweeted
Nick Timiraos
@NickTimiraosOct 22
Thursday's 10-year Treasury yield decline of 0.193 percentage point (to 4.952%) is the largest single day yield decline since March 10, 2023, which is the day Silicon Valley Bank failed.
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Hemingway Capital retweeted
dalibali
@dalibali2Oct 17
Think the neocloud bond yields are pretty damn attractive. The equity risk boils down to: neocloud signs 15-20 year leases and PPAs and buys GPU (ie cost side is fixed). Then it signs customers for 3-5 years at a time. Right now it’s great because spot prices are healthy. For example I’m sure OpenAI is very happy with the 300B Oracle contract because it locked in GPU hours at a price lower than spot. But when contracts come up for renewal and spot prices collapse, the margins are each site collapses. I’ve done some back of envelope math and it looks like the senior down to unsecured tranches of these bonds look pretty safe. Anyone else get to a diff answer?
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looking at the $CRWV situation and thinking Biggie was a visionary #notoriousBIG
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Model front been really quiet. No chips to train/ RL, and no distillation to speed run the pretrain.
Just Another Pod Guy
@TMTLongShortOct 15
Everyone talking about US lab monetization…no one talking about how giga fucked all these Chinese labs are now that distillation has been solved 😉
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Hemingway Capital
@lfg_capOct 10
Wife is away for a couple weeks. Thought I’d celebrate the end of the bull market with some of the best beef my city has to offer.
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Bro until you take back control from the teenagers ravaging the country for no good reason, how can we build $60bn data center in your failing country.
Emmanuel Macron
@EmmanuelMacronOct 13
Jensen Huang le sait : la France est le pays le plus attractif d’Europe pour l’intelligence artificielle, grâce à nos talents, nos infrastructures et nos entreprises qui nous permettent de rester à l’avant-garde. Depuis Choose France, notre coopération avec NVIDIA s’accélère, des startups aux grands acteurs industriels, en passant par les infrastructures de calcul et la recherche. Avec une nouvelle étape aujourd’hui : NVIDIA investit dans des entreprises françaises et s’engage à soutenir notre initiative franco-allemande pour développer la recherche ouverte en Europe. Cela a d’autant plus de valeur que nous partageons et portons la même exigence d’une intelligence artificielle ouverte, sûre et au service de notre souveraineté. Merci cher Jensen pour votre confiance et votre soutien.
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Once more such a banger. Mozart’s “Ode to The End” (of the bull market)
The SI Maximalist
@thesimaximalistOct 3
Sam and Dario. Another ultimate banger 🤣🤣🤣
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Wife is away for a couple weeks. Thought I’d celebrate the end of the bull market with some of the best beef my city has to offer.
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Was therapeutic. Back though.
Hemingway Capital
@lfg_capOct 6
Few days off this hell hole 🫡
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Few days off this hell hole 🫡
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Some cybersec stocks getting into deranged territory. Buyers beware.
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I’m booooolish but bearish (we rip)
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$nbis
Jukan
@jukan05Oct 6
B200 prices are skyrocketing 👀👀
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My attention span has gotten so bad in the last year. Only one culprit.
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