Man. Applied for a job on Nov 5th. Interviewed Nov 22. Was told I could expect to schedule round 2 interview by end of Jan, because of holidays etc. Hiring manager said I did great Jan 30, get a call from HR saying I can expect a call back from hiring manager. At midnight today, rejection email. No call. Tough out here. 🤦‍♂️

RT @SeekingAlpha: “Google's revenue slightly missed analyst expectations, leading to a sizable post-earnings dip. $GOOG 's current AI infra…

Don’t understand why $AMD can’t win honestly

Is there a more perfect, bulletproof business than Google? $GOOG $GOOGL

@nachunja @protomining I wish that was Q2 😥

@invest091 @Quality_stocksA you're probably right. net bookings is what tanked the stock last quarter.

@stevehouf If anything, I see it accelerating SOTA innovation and increasing inference use. Inference was always the bull case imo. Training is just driving all the spend right now

@JonahLupton Dude I paid so much for eggs the other day. Would make total sense that there’s a shortage. Lol

I’m actually not sure how to buy bitcoin in a Roth. Probably through one of the ETFs as a proxy. I would recommend investing the time to learn how to buy bitcoin on chain and storing it in a cold wallet. I have no qualms with MSTR per se, just need to understand its levered Bitcoin. Big ups and big downs. There’s no underlying business.

@charlieboats For sure

RT @DrinkAriZona: AriZona Iced Tea is still 99 cents

RT @benhylak: deepseek r1 has an existential crisis.

RT @GavinSBaker: This video is worth watching in its entirety. “I’m not particularly in the details of what *they* are investing. All I kn…

@MarvinTBaumann from what I'm seeing, Dylan P does recognize how high quality the DeepSeek model is but said that it was trained on 10k H100s. Apparently was trained in a Malaysia data center with extensive access to Nvidia GPUs, not in mainland china.

@invest091 @TheRayMyers Agree Nvidia is much higher quality, at least for now. And for the foreseeable future.

@MarvinTBaumann B300 may change this a bit but unsure exactly to what extent

@MarvinTBaumann was my thought exactly. I'm interested in what SemiAnalysis will have to say about it as well. But doesn't seem to be an immediate threat to AI capex in the next 1-2 years.

@TheRayMyers it's tough to say which is the better buy, I just believe both are a good buy. I like Nvidia's technology advantage while I like AMD's valuation and underdog story. There's a place for both of them in my portfolio.

@MarvinTBaumann What do you think about DeepSeek? Have you had a chance to look into it at all?