MSCI亚太指数跌1.3%，资金从新兴市场加速撤离

groq did an ASIC for llama and now for nvidia. Their cloud service is fast. > NVIDIA Groq 3 LPU Inference Accelerator > The NVIDIA Groq 3 LPU is the next generation of Groq’s innovative language processing unit. Each LPX rack features 256 interconnected LPU accelerators that, together with the NVIDIA Vera Rubin platform, supercharge inference. Each LPU accelerator delivers 500 …

$SPY $QQQ $NVDA $TSLA Market is bearish, be ready for a correction. $NQ broke last 7 weeks uptrend, and Price Action algo updated 11:15AM today, Be ready and watch large caps,

NVDA is currently underpriced. NVDA is only up about 7% YTD and about 12% down from ATH, while the semiconductor have exploded upwards of 70% this year, right now experiencing a mass selloff. Soon, the market will start to readjust and buy back into tech. NVDA simply has too much demand despite worry about overpricing and competition. Bought $200 calls at today’s low, coul

> and there's been no consequences. Anthropic paid $1.5 billion for that, and never publicly deployed a model derived from the illegally downloaded data. I'm not sure about the other companies off the top of my head - but I rather imagine they either never did this (I note that Google for instance already has lawfully acquired copies of basically every scrap of data you can ima…

PYPL Stock Slips After-Hours — Why PayPal Board Isn’t Sold On The $53B Stripe-Advent Bid $PYPL $AAPL $GOOGL https://stocktwits.com/news/equity/markets/pypl-stock-slips-after-hours-why-pay-pal-board-isnt-sold-on-53-billion-stripe-advent-bid/cZZEAPAR7tT

Wish i would have bought more but wasn’t super convicted in this trade

It's the same reason Meta open sourced Llama and AMD open sourced FSR. When you're behind it is a prudent strategy because it undermines investment in the private frontier. Once you're on top you pull the rug and go closed source. There are no morals in this anywhere to be found. > 100s of Millions That is utter peanuts given the stakes. This is competition between two super po…

$AMD $INTC $MU $SNDK $MRVL Now down over *40%* since our big warning ⚠️ only 2 weeks ago. SK Hynix and Kioxia have both triggered circuit breakers in overnight trading, so we feel there is a lot of downside left in most semiconductors. Congrats to those who made money with us on the way UP and DOWN. Follow and subscribe to our posts so you don't miss the next big alert. 🎯

AMD had an interesting take on this around a decade ago. Never went anywhere but very cool tech.

Ideally, yes, if all else were equal we would only be making a purely technical comparison. But that's not how it works. People also factor in the business model and values of the company before making purchase decisions. (That applies to countries too - see https://en.wikipedia.org/wiki/Boycotts_of_Israel ). For many of us, Meta and its founders score very low on the "trustwor…

$NFLX $ASTS $meta $RKLB $NBIS oh wowee. rocketlab 666 magnet too huh, nbis take out the 1 from 166.6 🤭

But some (Meta, Anthropic) suggested that optimizing and extending the "<think>" process can produce extra value. (I do not know if that requires an improved underlying architecture - frontier models architectures are sometimes not public.)