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@contrariancurse

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contrariancurse

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Recent items

The 15 most-recently-ingested items from this source, newest first.

Title Type Fetched
@ContrarianCurse: NVDAs shortest path to scaling inference performance is GPU coherence and density Simple as that article 2026-08-06
@ContrarianCurse: Crazy bifurcation of earnings reactions on similar ish beats article 2026-08-06
@ContrarianCurse: Whether it’s XPU or GPU racks, these companies will simply spend their dollars where scaling perform... article 2026-08-06
@ContrarianCurse: Get this tattooed on your fuckin head For commodities - the demand side is 20% of the consideration... article 2026-08-06
@ContrarianCurse: This applies to all cyclicals, and I don’t know if you’ve noticed But it far easier to own the mul... article 2026-08-06
@ContrarianCurse: Love that Elon can just be like yea man I'm gunna do a trilly in a few years and bring on 8GW of com... article 2026-08-05
@ContrarianCurse: At this point, don't even release Gemini Pro 3.5 and embarrass yourselves article 2026-08-05
@ContrarianCurse: I love that Zucks best idea is spending 200b to rip off what Shopify is already doing 10x better tha... article 2026-08-05
@ContrarianCurse: Never hit the victory lap today on $ENTG But the numbers were just hilariously low 5nm to 2nm is... article 2026-08-05
@ContrarianCurse: AI enables non-experts to extract value from software without technical expertise People have this ... article 2026-08-04
@ContrarianCurse: People getting their shit blown SMOOOVEEEEEE off today lol article 2026-08-04
@ContrarianCurse: If you don’t think Elons going to take the opportunity to pump to high heavens here lol article 2026-08-04
@ContrarianCurse: The fact that people thought that Karp Would be out intra quarter talking ultra amounts of shit on T... article 2026-08-04
@ContrarianCurse: Opus 5 is stone cold retarded article 2026-08-04
@ContrarianCurse: Probably the quickest way for enterprises to get actual value out of AI is to have someone come in a... article 2026-08-04