Joined March 2025
173 Photos and videos
The Singularity retweeted
BREAKING: President Trump says US might buy equity stakes in AI companies
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$nexr room to $5.46
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The Singularity retweeted
$MU $DRAM CPU demand is going up and this is extremely bullish for Micron, Samsung & SK Hynix. $INTC CEO confirmed CPU to GPU ratio shifting from 1:8 toward 1:1. That is 800% more and it has HUGE implications for memory demand. These are NOT NVIDIA CPUs. These are standalone Xeon racks running agent orchestration, RAG pipelines, tool calling, and multi-agent coordination alongside GPU clusters. Traditional servers ran 128 to 256GB of DRAM. AI-optimized servers now ship with 512GB to 1TB or more per node. Every one is a new high-margin server DRAM demand event. Higher margin than HBM. Every server also needs significantly more SSD as model sizes and context windows grow. The demand multiplier is not 8x. It is closer to 16x or more when you stack both numbers together. Meanwhile GPU nodes simultaneously need more HBM and SOCAMM as context windows expand. Two demand vectors. One direction. Neither slowing down. Valuation Multiples Expansion & Structural Shift Incoming.
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The Singularity retweeted
The U.S does not have people who are intelligent enough-in the hi-tech industries -to build these complex factories, especially for the refineries needed to process rare earth minerals.
JUST IN: 🇺🇸🇨🇳 President Trump and Xi Jinping are reportedly considering deal to allow China to invest $1 trillion to build factories in the United States.
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A post on the bullish case of $INTC since people keep thinking this is running on hope USA needs home grown chips to combat the potential Chinese seizure of Taiwan. Intel is the only viable option and is US Govt Backed and given further validation by big public investors (Elon)
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America quite literally can not afford for $INTC to "tits up". This literally has to work or US is fcked. US GOV'T will not let that happen. It is now America's stock. So those waiting for daily news or more critical fundamentals, you are far behind
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Get in now because the move on $INTC will be of $NVDA or $MU type levels, possibly greater. This is beyond revenue, market cap, cash on hand, blah blah blah. This is politics as usual
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The Singularity retweeted
28 Jan 2024
More good news! Longer blog post coming soon...but my dear ppl, I think we have a "signal". Ray Peat right again! A combo of vitamin B1/B3/B7 & aspirin CURED 2 out of 3 mice from a lethal HUMAN tumor w/ 100% lethality & no reported spontaneous regression. atcc.org/products/crl-3006
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The Singularity retweeted
You don’t get more time by running faster. You just see less of it. Hurry is a form of mental poverty. It’s an admission that you aren't in control of your day. The man who can walk slowly through a storm is the one who truly owns himself.
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$CVX 🤑🤑🤑
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Ok $CVX, my prayers would be answered if you went for a split to reduce price per share. This would draw in so many retail investors. We would have craziest rip of 2026. Undoubtedly alot of retail would sell into highs but overall long-term interest would increase substanially
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The Singularity retweeted
The same delusion that gets you from $1000 to $10,000 also gets you from $10,000 to $100K
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Well well well. I sincerely hope not too many Venezuelans were harmed. But expats and geo-arbitragers world-wide knows what this means and what this was really about. In comes the gringo influx buying the nation for literal pennies
U.S. forces have carried out confirmed airstrikes in Venezuela’s capital, Caracas
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The Singularity retweeted
Time to go to Venezuela.
Venezuela is about to run the playbook... Collapse → Regime change → IMF bailout → Yoga studios. Here’s why Caracas could become the next expat hotspot faster than anyone thinks: 🧵
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BREAKING NEWS: Boxing champion Anthony Joshua has survived a deadly car crash in Nigeria that killed two people. He was a passenger in a Lexus when it reportedly smashed into a truck. This is him being carried out of his vehicle, clearly in agony. But he is said to be OK.
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The Singularity retweeted
You do not make it happen. You let it happen by being it.
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The Singularity retweeted
GOD is about to open that door you’ve been praying for. Are you ready?
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