I struggle with this one. It seems like they can’t really bring up large models so if you take away this openai partnership, what models are they actually serving alone on this system. And how much standing capacity do you need for a model? Putting up large standing capacity for an open source model that turns over every three months is challenging. Fast tokens are sexy, but buyers need fungibility in the data center.
Yeah thats what I did for $AAOI (missed but insane guidance, figured risk / reward made it ok) and I actually bought up for $BE up 10%, went to up 25% or so the next day.
Won't touch $NVDA / $AVGO / big names though, blatant manipulation (especially NVDA) + genuinely too hard to predict A) if beats or not B) what mood market is on the numbers lol
Yeah fair enough lol. Sometimes I dream of putting like 30% chunk of port into 1.5 year out LEAPs, I think AGI coming quickly is severely mispriced by markets today.
I struggle with this one. It seems like they can’t really bring up large models so if you take away this openai partnership, what models are they actually serving alone on this system. And how much standing capacity do you need for a model? Putting up large standing capacity for an open source model that turns over every three months is challenging. Fast tokens are sexy, but buyers need fungibility in the data center.
Yeah my thoughts exactly
"I’ve tried once or twice to trade earnings calls and catalysts and have failed every time"
Biggest problem is that you can be right on the numbers and market still goes against you. Just infuriating when that happens lol
At this point I feel like the best way to trade EC's is buying the post-earnings dumps of double-beats
Yeah thats what I did for $AAOI (missed but insane guidance, figured risk / reward made it ok) and I actually bought up for $BE up 10%, went to up 25% or so the next day.
Won't touch $NVDA / $AVGO / big names though, blatant manipulation (especially NVDA) + genuinely too hard to predict A) if beats or not B) what mood market is on the numbers lol
There is no reason buying megacaps when smh LEAPs exist
Yeah fair enough lol. Sometimes I dream of putting like 30% chunk of port into 1.5 year out LEAPs, I think AGI coming quickly is severely mispriced by markets today.
Check my research piece on subj: https://unfadv.substack.com/p/where-black-scholes-model-fails
Really proud about it btw
Winner of the giveaway is @Sriram Eleswarapu
Would love to beta test the terminal you are building!! ❤️