i’m khang yo
@dkhang
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Product Manager turn AI App Builder | Building HR Startup for Asia. An untap market [email protected]
San Francisco, CA
Joined March 2008
Probably only $hood accounts win. $sofi mostly lose
Never seen someone post a $SOFI portfolio screenshot It’s always $HOOD screenshots UI matters, especially in a saturated market like brokerages $HOOD is king 👑
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So let me get this straight: - #OpenAI agrees to deploy up to 6 GW worth of $AMD's chips for its AI datacenters. - By my math, that's 3 million of AMD's MI450 chip, worth around $180 billion of future revenue. - But in exchange for being such a valued customer, OpenAI also
I'd like to put the numbers from this morning's announcement into context: - $AMD has committed to sell processors to #OpenAI that will require a total of 6 GW of computing power. - Each of AMD's MI450 chips consumes around 2 kW of power and sells for an estimated $60,000. - 6
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Good luck $amd long. I’m out all of my AMD positions because of yesterday deal. It seems shady and desperate. I’m kinda worry actually. I do believe in the tech, but somehow, their sale team sux. Or their software team sux. It was a nice jump, tbh
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Learning from $nvda 🤣 AI and chip go to 10trillion MC
$AMD giving OpenAI 10% of its stock (worth roughly $35bn pre-market) so OpenAI can buy 6 GW of AMD chips over the next few years. Stock +27% pre-market. “I give you stock, you give me money, my stock goes up. Everyone gets rich.” The circular AI economy powers on.
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$HOOD - This is an insane chart, not gold. It's up over 17x in 2 years. A play that gives you exposure to stocks, crypto, prediction markets, credit cards, and so much more.
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$hood is moving fast to eat up $coin and $dkng
Are we at that point where the $DKNG bulls finally realize Robinhood and Kalshi are cutting into revenue?
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$open
Home sales are finally improving. The weekly pending home sales data is seeing the slight growth we've been tracking for months. NAR EHS headlines are now catching up too. Also, prices have been more resilient than I expected. What's fueling the change? THREAD 🧵📽️👇
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So they have to keep invest in new chip every few years $amd
Excellent article in WSJ explaining in detail how the AI bubble is highly unlikely to ever payoff. Unlike the Y2k internet bubble, the AI hardware being purchased now is depreciating at an accelerating rate - with useful life of 2-3 years. Whereas the over-deployed internet fiber
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Here is why you should be extremely bullish on $OPEN NEXT YEAR, JPOW IS OUT OF A FED JOB BY MAY AND WE WILL HAVE NEW FED THAT IS WILLING TO REDUCE TO 1% rate. Housing boom is gonna be so hot again. CEO is gonna unleashed crazy amount of products and new features to take adv
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Junior Chief Pump Officer @ericjackson made his first mistake by pumping 2 companies at the same time. I hope he learns and stop. Pumping is not easy. $open to $33
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Trump H1B visa fees is nothing but a fake EO — why? - Companies don’t hire anymore. Hv way enough H1B hire already. - AI acceleration - if Big companies want to hire talent, they will do it, because those guys get way above 500k salary so $100k on top is nothing to be
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Fake poll like Hillary has 92% chance of winning and Kamala has 56% chance of winning. Jason love fake data that make Trump looks bad.
The level of toadyism toward Trump 2.0 will be his downfall. If no one around you will tell you the truth, you’re going to have a lot of unforced errors. As those errors pile up, the polls go down. The collective sycophancy will do him no good—it will lose him the midterms
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You are not owning enough $amd
MARK ZUCKERBERG: “We are going to spend aggressively. Even if we lose a couple hundred billion, it would suck, but it’s better than being behind the race for super intelligence.” To even hear Zucks say this…it shows how important they believe the opportunity is. Cap-ex is
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The Democrats started the Cancel culture over comedy and freedom of speech vs NOW
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It is gonna be a surprise No Change or 50 basis point, just because the FED hates Trump. That’s my prediction $spy
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Doesn’t matter how much they talk or meet. Cold war 2.0 is here. It is gonna last.
🇨🇳🇺🇸The Ministry of Commerce of China has initiated an anti-discrimination case investigation regarding relevant measures taken by the United States against China in the integrated circuit field. The Ministry of Commerce of China has also initiated an anti-dumping case
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