Chepu @Chepu9

Hope is not a strategy. Joined February 2017

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🥀 🖤𝔏𝔦𝔟𝔢𝔯𝔱𝔞𝔯𝔦𝔞𝔫 𝔊𝔬𝔱𝔥🖤🥀 @LibertarianG0th

4 days ago

@elonmusk @Chesschick01 I’m sure your presence is missed.

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Eli's Investing @EliInvests

a month ago

Feel like I dodged a bullet selling $ROOT at 138 yesterday. Long term it'll be fine but right now there are headwinds on auto rates in market, $PGR lowering rates in particular in Florida, which should impact $ROOT. At same time, growth is moderating (as far as mgmt has…

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usakes @usakes_zhang

a month ago

我还在上大学那会开过Uber一段时间，所以比较了解开Uber的收入。当时的Uber还是创业初期所以比较良心，抽水只有20%而且没有隐藏费用，司机不多单子也很快不用等太久，实际收入估计比现在的司机高不止一倍…

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Kip Johann-Berkel @BerkelKip

2 months ago

@KairosPraxis I believe he just thought there was too much focus on process from mgmt/analysts when clients really care about performance. Like great, you got the EPS number correct because you predicted X, Y or Z but the stock went down. It’s a little bit like Puru’s quote:

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Sam Dooley @SamJDooley

4 months ago

@danprimack Sarah Friar left as Nextdoor CEO to be OpenAI CFO

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Dan Primack @danprimack

4 months ago

When's the last time the CEO of a very successful company quit to join another company in a non-CEO role? techcrunch.com/2025/05/07/ins…

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Manchurius Hao — Greeks.live首席赌狗 @AntonLaVay

4 months ago

@KikeroTamagawa 人生最不幸处，是偶一失言，而祸不及；偶一失谋，而事俸成；偶一恣行，而获小利。后乃视为故常，而恬不为意。则莫大之患，由此生矣。

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三倍做多Labubu @hhuang

5 months ago

@DaveSu0425 是的，上次任期里面也是各种他身边的人leak，只要一leak他就开始变本加厉的往反方向fud，但实际上leak的东西一般都是真的一二月份加墨关税也是如此。

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Joel Knee @joel_knee

5 months ago

@jason1730 这方面Karpathy看的很透彻。目前内容的消费者，绝大部分还是人类，而未来一定会是AI。两者并不是此消彼长：人类消费的内容依旧会增加，但是AI那一侧会提升好几个数量级。现在是初级阶段的初级阶段。

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Oof @Oof86583180

6 months ago

@blondesnmoney imagine getting margin called on IBKR because of IBKR. very meta.

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Manchurius Hao — Greeks.live首席赌狗 @AntonLaVay

7 months ago

@hhuang @tommyyyyyyysss 怎么能让你买200倍pe的股票？先拉到500倍

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Diyas.Σίσυφος @diyas_1989

8 months ago

DeepSeek give csp/saas an alternative path to say “fuck u Altman”

Diyas.Σίσυφος @diyas_1989

8 months ago

DeepSeek give csp/saas an alternative path to say “fuck u Altman”

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Eli_Ann @Eli_Annn

8 months ago

@hhuang 感觉有点搞笑，让openai恐怖的是真的open ai。

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Manchurius Hao — Greeks.live首席赌狗 @AntonLaVay

8 months ago

论技术分析技术分析，被很多自命不凡者鄙夷，然而这可能是他们并不理解技术分析的真正意义。其最大的意义在于其极为广泛的群众基础，可以说是一门“散户的语言”，没错，学习技术分析实际上是学语言。你不能傲慢的对待拥有全世界最广泛群众基础的最能够带动散户情绪的工具。…

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Limbo @Limbo634945

8 months ago

@TShirtnJeans2 @diyas_1989 My guess is CSPs don’t want GB200 (bc the quality issue) and prefer GB300. And downstream ODM like Foxconn is not ready for the GB300 yet. So Gb200 is in a wired position. So Jensen cut gb200 order and fully work on gb300.

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PBS News @NewsHour

9 months ago

The Federal Reserve cut its benchmark rate for the third consecutive time but also suggested there won’t be as many interest rate cuts in the year ahead as it once planned. @GeoffRBennett speaks to @NickTimiraos for more.

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Eagles History @EaglesHistory

9 months ago

Monday. Night. Massacre. #PHIvsWAS

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Diyas.Σίσυφος @diyas_1989

9 months ago

@hhuang networking chipsets is monopolized/moated by avgo and mrvl. And they have bargain power for those chipsets as combo chipset sales strategy and make customized AI accelerator as bonus when csp buying their networking chipsets.

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TrumpGrift Capital🇺🇦 @Crussian17

9 months ago

This is the perfect environment to keep the below Druck story in mind. As Pltr, mstr, coin, app, tsla, and seemingly everything with momentum has gone parabolic and vix below 13 into end of the year where no wants to sell to pay taxes things could change completely in Jan. If…