Cuantitative @cuantitative
Joined March 2011-
Tweets2K
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Followers252
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Following3K
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Likes21K
@Mike13Reis @bitcoinbutcher1 @RouteRightNorth I’m with you here I might be stupid but all of this is noise. Biased by similar cushion tbf but..we’ll see
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Cuantitative retweeted
We are still massively short compute. $META and xAI are selling compute because there is no inference demand for their models. It's a compute allocation problem (too much compute in the hands of players with no internal use for it) not a compute surplus problem.
@contramordor Soccer is the most unaffordable sport to take seriously for the average kid aside from lacrosse
@HadickM What kind of threat are we if Balogun can’t frame up a shot with a 5yd lead on the thru ball. He cut his own angle. That really pissed me off. We were flat today imo
Cuantitative retweeted
Walking in the upper west side and I see a man, in his 50s, laying fresh pavement in the sun, backbreaking work. Then I think about that 28 year old tribeca girl, making 300k as a vp of product at stripe, a company whose product hasn’t changed at all in many years.
@stepnotonpets Undersized this by a factor of ten despite knowing everything send me home
@KWreaking92408 @amandce1312 @cantonmeow here for it👍
@KWreaking92408 @amandce1312 @cantonmeow Anything beyond 35-40x multiple is completely hopeful imo
@amandce1312 @KWreaking92408 @cantonmeow Can I see your model
@GatorNation0_ @tizawdahs @mkfilko @BoostRunGPUs $375mm ARR target makes $3B an outright bull case for 2026 imo. They can’t move that fast in 6mo..unless multiple expands wildly on huge news. Which with the Dell partnership isn’t impossible, I suppose.
@stepnotonpets @DeepInference I sold this breakeven at 10 but the first mistake was doing real DD on how long off orbital dc’s actual are..shucks
Has there ever been a more controversial or debated stock than $IREN
Cuantitative retweeted
THINK BIGGER
Recalling the days $CORZ was relisted, fell under a dollar and was as low as 10 cents.. And despite knowing every piece of information available, decided to be content with my half-ass bankruptcy shares instead.
@PepInvestStocks This company is essentially pre-revenue it’s really a crime to not state that more clearly
@mkfilko Google/Fluidstack anchor gives me some real confidence. Been waiting patiently.
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