General Atlantic或领投快手AI部门20亿美元 估值承压

cuTile Rust lowers through CUDA Tile IR, which is NVIDIA-specific, so any of those targets (ROCm, Vulkan, Metal, NPUs, OpenCL) would be a new compiler backend. The programming model itself isn't NVIDIA-bound, but the lowering is.

$NVDA I still very much believe in this stock, but I can't deny it has been very frustrating how long it has been stalled Has stayed at the same price and watched its PE go from 90 to 30 in a year basically.

Bought this call right after I finished eating lunch and sold it 45 minutes later, probably could’ve made a little more but I’ll take $2,000 in 45 minutes everyday all day. One of my only successful options BTW lol

$2600 will buy you two AMD 9700 gpus with 32Gb ram per card running about 285 Watts per card. Less than a 5090 in both cost and power. A VLLM build patched for AITER and you can run Qwen3.6 27B FP8 at roughly 45-50TPS during real coding sessions with Opencode or PI with a full context window. I really hope more 30B dense models continue to be released, but Qwen3.6 should get yo…

$AMD 600 plus in July. $NBIS 300 plus in July. $DRAM 90 plus in July.

AMD and Rackspace Technology Sign Definitive Agreement for Phased Deployment of 30 MW of AMD AI Compute

Because that's the grand plan from the start. You don't put a sentence like "In other words, upon a change in control where Tesla is acquired, vesting of milestones under the CEO Performance Award does not require the achievement of a matching Operational Milestone." if you didn't think Tesla could be acquired. The goal is to give Elon his 2012 award package but making it his 2…

TSLA Stock Falls – Senator Raises Concerns Over Tesla’s ‘Misleading’ FSD Safety Data $TSLA $VTI $VOO https://stocktwits.com/news/equity/markets/tsla-stock-falls-senators-raise-concerns-over-teslas-misleading-fsd-safety-data/cZK0gY7R74M

Fun chat. No comments constitute financial or investment advice. 🌮

Lots of people blame Zuckerberg, but my own view aligns with the author in that much of this is falls on Alexandr Wang's shoulders (Scale AI's founder). It's perhaps somewhat ironic that the "MEI" guy (Merit, Excellence, Intelligence) was permitted to poach high-performing subject matter experts from key engineering orgs and reassigned them to data labeling - something that, le…

Meta CTO Flags Employee Morale Concerns After Recent Layoffs: Report $META $VTI $VOO https://stocktwits.com/news/equity/markets/meta-cto-flags-employee-morale-concerns-after-recent-layoffs-report/cZK0g5UR74r

WRT to how it was done in Australia. "Meta, which owns Facebook, Instagram and Threads, began closing teen accounts from 4 December last year. It said anyone mistakenly kicked off could use government ID or provide a video selfie to prove their age." So the bulk is done as you say but they still need* an age verification system for when they over-stepped. * need here is because…