Ojas Shukla @synthpolis

being a good trader now is largely a question of how good an inference engineer you are

mcps, skills, plugins, whatever this is. all of it will lose value as quickly as it gains it. the Model only gets smarter. there is such ego in thinking your prompt is better than simply allowing it to figure things out.

Google Cloud Tech @GoogleCloudTech

4 weeks ago

Introducing the Open Knowledge Format (OKF), an open specification that formalizes the LLM-wiki pattern into a portable, interoperable format. AI is only as smart as the context we give it. As we build more advanced, agentic AI systems, they need accurate metadata and context to

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tpot full porting into another bottleneck

postman pat @aguatodrink

4 weeks ago

@SamBuntz

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silicon wafers, communion wafers.

Paradis Labs @ParadisLabs

4 weeks ago

The Vatican Bank has a US equity index that tracks stocks that are "consistent with Catholic teachings" Top 10 positions: 1. $MU 7.59% 2. $AVGO 5.22% 3. $AAPL 4.85% 4. $TSLA 4.68% 5. $NVDA 4.67% 6. $JPM 3.52% 7. $INTC 3.27% 8. $CSCO 3.25% 9. $V 3.10% 10. $HD 3.09% Hilariously

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there is some beauty in all of it converging at the same time: ai, space, inflation, immigration, etc.

dude with 30 bucks and a liquidated hyperliquid account would like you to know about the indium phosphide supply crunch

[OSINT] robo optic looks like the best part of the 3x motion ($920100.BJ) story. texas permit records show a 280,000 sf / $32m cleanroom + mep buildout at 160 parker way in hutto. hutto's tracker labels the same site "robo optic cleanroom frame." robo optic's trademark covers optical transceivers, fiber connectors and fiber cable. that alone would be a private-company breadcrumb. the listed-market angle is the hiring trail. roles posted under 3x motion usa technologies, the 100% u.s. sub of $920100.BJ, say the work supports robo optic manufacturing, smt production, logistics and clean / controlled environments. $920100.BJ is already treated as a china robotics / motion-control name. i don't see the market tying it to a u.s. optical-hardware cleanroom that appears to be ramping this summer.

@SamoBurja true for a short while, while humans still control most of the capital. but over time one's ability to convert intelligence into a matthew effect decays exponentially, as humans control less and less of the available capital.

the markets will only get more volatile as we move away from passive investing. percent return depends on three things: compute (colloquially, intelligence), data (information unknown to the market, or access to obscure instruments), and speed (hft). passive investing was great because beta let the boomers with none of the three free ride the printer. hedge funds collected all three to beat the market. but mnpi has always been illegal. kalshi and polymarket make access to unknown information hard. since the fiber optic cable, speed has hit physical limits, so that one closed. and now the Model gives everyone the same compute (yes yes jane street glazers, i know you're smarter than the rest of us), so that has largely route closed too. so everyone is on an even playing field now. the kid with 200 bucks in his account has access to 4.8/mythos (eventually) same as the 20bn hedge fund. it's a battle royale, and markets only get more volatile from here. all your old finance ideas are dead. this is a new regime. if you're not a locked in zoomer you're dead on arrival.

as @OnodaCapital once said, knowing what you own is the fastest way to the permanent underclass.

threadguy @notthreadguy

a month ago

“what does marvell do again?” i have no idea but it goes up

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@martin_casado human data is highest by total rev, but ive seen single rl traces sell for upwards of 300k. this will only compound as models scale (+robotics becomes rl majority too)

[OSINT] $INIO's IPO gave you the headline: voltagrid was 41% of 2025 equipment order intake. the public order said 300 jenbacher engines for ai / HPC power. it did not name the campuses. canadian federal filings do. beacon heartland: 200 INNIO J624 engines in 40 voltagrid QPAC modules for a 920 MWe onsite plant. beacon indus: 100 more INNIO J624 engines in 20 QPAC modules, plus 12 siemens SGT-800 gas turbines and 4 SST-500 steam turbines in the combined-cycle stack. the read is not "INIO has ai demand." that was public. the read is named campus exposure behind a concentrated customer. now you can track beacon's canadian permitting directly against $INIO's voltagrid/order-book story.

loop being shilled by claude code gang since their /goal isnt as good as codex. cc is good, but codex /goal usage is 100x of /loops in personal workflows.

do what you must for your lifetime of labor can no longer be traded in for sql increments in the bank's database.

just reply 'slop' to whenever codex or claude gives you a useless answer and watch them lock in.

[OSINT] perma-pipe's ($PPIH) hebron plant is open. it said in march its new northeast facility would serve ai data center customers and go live in Q2 2026. the operating trail now says it has crossed from plan to production. ohio EPA lists PERMA-PIPE permit 4GR01063*BG at 116 enterprise dr, hebron, issued 4/16/2026. job pages show the same site hiring shop techs, maintenance techs, HSE, pipe fitters and 6G welders. company linkedin says the hebron manufacturing facility is officially open. the useful part: this is not a software ai story. $PPIH sells pre-insulated pipe, containment, fabrication and leak detection. liquid-cooled ai campuses need that physical layer. the public release was the seed. the edge is timing. the hebron plant is no longer "set to become operational." it is permitted, staffed and open heading into the next reporting window.

the true picks and shovels play for the ai boom is opening a dishoom in pac heights

diamond cpus are very cool but people severely underestimate how hard it'll be to find a reliable room-temp n-type doping.

ok back to investing in companies since mu is up on hyperliquid over the weekend. didnt need to delete it though, could’ve just made another post.

Ojas Shukla @synthpolis

a month ago

friday bear market hit so hard yc got into the data labelling business.

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friday bear market hit so hard yc got into the data labelling business.