KOSPI 200暴跌5%，技术面防线全面告破

Despite acknowledging that LLMs improve my productivity and am happy with how they have positively affected my life - I'm a bit cynical about the trajectory of this "AI bubble" and am looking forward to it popping sooner rather than later. I just want to get it over with so we can abandon the hype, recover and move onto a less erratic/volatile investment/business landscape. Sic…

KOSPI isn't really a country index, it's more like a concentrated chip/HBM ETF in disguise. Samsung Electronics + SK Hynix alone are roughly 30-40% of the index by market cap, and both move on the same AI-capex thesis as Nvidia/TSMC. So it seems to be the same trade pulling back expressed through a country index that's levered to it.

to put it in simple terms, these are people who are so good at both usage/integration of the entire product and can help the company's clients to integrate the product seamlessly into their stack. We've seen this in rise, especially OpenAI engineers having office hours inside Nvidia's campus, etc.

$SPY $RDDT GET out right now $NVDA $META it's over for you and me.

As a human with a human level of working memory, the number of things I can keep in my head and map to concepts and functions is unfortunately limited. An AI running on an Nvidia supercomputer has higher limitations on what it can hold in its working memory, so could theoretically handle more than my human brain can.

FPGAs are a good way to get into Verilog. The Arty-7 series from Xilinx/AMD is affordable. Another option is the BeagleV-Fire which uses a Microchip RISC-V plus FPGA. You could also take the Arduino route which has dozens of options.

$SNDK someone(s) actually able dump at 1684 wen overnight started, what a lucky sob 😅 $MU $AMD $QQQ $SPY popped as well, moment 7 pm came. pops to sell into that cubie told amnesia group to do, who are no longer here....

A GPU can be used for inference, but, for that use, there are much better choices. Apple designed their NPUs for that, IBM added an NPU to their mainframe chip and AMD and Intel are planning on adding inference-specific instructions to the amd64 ISA.

And yet well known grift like corn-derived ethanol continue. Looking forward to cutting some welfare queens loose next go around! And repossessing the fruits of successful Obama era industrial policy (Tesla & SpaceX) for the American people who paid for them too, of course.

TSLA Stock Back To $400? Jefferies Lays Out Bull Case, Says ​​SpaceX Merger Could Hand Shareholders A Premium $TSLA $SPCX $TSL $TSLL $TSLQ https://stocktwits.com/news/equity/markets/tsla-jefferies-spacex-merger-shareholders-premium/cZZbLuGR7Yv

Was trying to sell last second, I don’t feel very confident about this play, have a feeling that TSLA will dump more tomorrow, I hope I’m wrong of course!

WSJ late to the discussion: Twit - rescinded Instagram is incorporating users' photos in ads for Meta Glasses (357 points, 146 comments) https://news.ycombinator.com/item?id=48719027 Verge: Meta is adding rate limits and soft paywall to smart glasses (53 points, 54 comments) https://news.ycombinator.com/item?id=48742717 Verge: Meta's glasses will turn off the camera if you tamp…