Voidille @voidille
Joined June 2025-
Tweets102
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Followers74
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Following578
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Likes70
yeah sorry bro, maybe came off a little jaded. personally I'm biased against this guy. I never bought IREN but I did buy CLSK in mid to late 2024 back when this guy shilled it. Funny enough if you bought IREN at that time at $8 it would have been a great trade. Now I just hatewatch his posts.. No disrespect to others in IREN with conviction. Obv you can't know everyones position sizing, entry price, etc. so you can't put all the holders in the same bucket. Sylent on the other hand is one of the worst traders I've ever seen in my 2+ years of "following" him. Good luck bro hope it works for you
because he lost a lot of money on MARA and CLSK so he full ported IREN and now that its falling he has 2 choices to make: 1) sell now at a loss and admit to his followers he missed the entire AI bullrun buying the most dogshit companies known to man 2) buy more and hope for a miracle He chose 2
@gnukeith both that post and this post about the Z AI rumor on the TL today. There is a Z AI guy in the comments saying it is false but it would not surprise me if other labs in China were running this playbook and selling distillation traces to the bigger labs. Its like a Cold War tbh
Interesting GLM rumor from China sources: "Apparently Z.ai has an internal router behind their coding plan that routes your Claude Code query to GLM or Claude depending on if the classifier thinks it is in distribution or not. If it is OOD and also high value,
@jbulltard1 this is incredibly bullish, now Trump can call for another ceasefire sending markets up 5%. I was worried when the MoU was announced since I thought the matrix was finally going to patch the infinite pump glitch, but now I see that it's not done yet 💯
@BryzonX Was a nice call. Hopefully will see a penguin fly with the CXL hype coming now
Most people that are against this are against gambling. Although I can understand why they are against it, they are very vocal and the type of people who would never use this in the first place. As someone who has used VPNs to use prediction markets before I welcome this. I'd rather use it on an app on my phone than a VPN with crypto. My only gripe is no politics markets. Even though I signed up, I will most likely not use it that much until they add this.
@investingluc cryptobros were trained to never top blast and always buy the pullbacks. tradfi dont work that way. buy high and sell higher. ATH is the safest place to buy
@TraderJohnny_ it was June 18th SOXX rebalancing, similar to NVDA rebalance on May 4th
@SubtleInduction also added today, hopefully can break the downtrend
@TheWiseIC $RDDT has been solid during this sell off. If the market improves over the next week to months (I have no read or edge on this, could be sooner could be later), Reddit can easily make a run over $200
it depends on the task, for coding assistants yes it can be commoditized, but for long running tasks, or very large and complex prompts involving a very complex codebase, you have to use a frontier model (open models borderline unusable). also, gpt 5.5 and gpt 5.5 xhigh might as well be 2 different models for how much more intelligent it is
@rdd147 the taxes Hynix and Samsung will pay in 2026-2028 will pay off half of all Korean public debt. The burden of supporting older pensioners is shifting away from younger workers. This is why the government will support Samsung and Hynix, no matter what
@labubu_trader the comment on google diversifying sources was not well received.. i think you are right about consensus short leg
@rdd147 "You are decreasing demand for tokens while costs are rising." Costs are rising yes, agreed, but how is aggregate token demand falling? And Im not talking about Anthropic specifically here
I think "broke things" is a bit much. Lets say some customers switch off Anthropic. Are you arguing aggregate token demand will fall? Companies will find alternatives, be it OpenAI or open source models. LLMs are profitable to serve. Anthropic gets a nice margin sure, and maybe some of that gets trimmed down as competition makes them sacrifice margin for market share. But I don't see token demand slowing.
its a crypto project called VVV that lets users "mine" the token by using H100s and H200s to run open source models and serving the outputs to customers and in return the miner gets tokens. The hype caused this spike and now its uneconomical for those late to the game. FWIW this spot market is illiquid, Nebius spot rates are more stable and should be regarded more highly than this source
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