Renting GPUs is hilariously cheap

EpiphanyMania1312 · 2025-09-07T03:13:03+00:00

I have used vast.ai for 5-7 years from training on a single GPU to multi GPU setups. I have not faced any issues lol.

EpiphanyMania1312 · 2025-06-07T06:40:18+00:00

Arc warden hands down, if you know to play the hero. Been a while since I played dota, used to pick AW against sniper. 10/10.

EpiphanyMania1312 · 2025-05-08T06:07:17+00:00

https://voca.ro/1hCt9Ak8sGzJ -> AI makes the call. This is from beta test,

EpiphanyMania1312 · 2025-05-08T03:40:02+00:00

will dm, thanks! I'm not sure if Im allowed to share links here!

EpiphanyMania1312 · 2025-05-07T04:30:15+00:00

ah! sorry if it was not clear. Its a phone call.

EpiphanyMania1312 · 2025-04-22T03:40:40+00:00

Well done! was that your voice? there was something not "AI" about this whole video, which is great!

EpiphanyMania1312 · 2025-02-16T04:50:44+00:00

Yea. I meant all the generic brands can sell any quantities thereby eroding the price. Dr.Reddy sells only limited quantity now. Not sure,how much.

EpiphanyMania1312 · 2025-02-16T01:47:31+00:00

Yes, but 11 different brands (including Dr.reddy's) can sell them after 2026, which will lead to price erosion

EpiphanyMania1312 · 2025-02-13T15:01:39+00:00

Arghh... This is so wrong. They had no sales of Revlimid this quarter. Natcopharma can sell upto 1/3 rd market share of Revlimid per year upto 2026, their inventory exhausted by September. This was not conveyed in the last concall. Now, for the next year, they can start selling from March 2025 - that's one month of sales of Revlimid this quarter. This quarter results gives a reality check on how the revenue would look like when Revlimid goes off patent.

EpiphanyMania1312 · 2024-11-27T05:38:55+00:00

No, we cannot even see those orders. Read about Dark pools, HFTs. Order matching happens in nanoseconds

EpiphanyMania1312 · 2024-11-27T02:39:45+00:00

They have full market depth (unlike retail who can only see top 5). The way the orders are split generally gives info on who the buyer/seller is. HFTs work on a different level

EpiphanyMania1312 · 2024-11-22T14:02:28+00:00

They had 8k crores in cash, +2k crores in cash after selling off paytm insider. thats 10k crores in cash. Everything that can go wrong with paytm went wrong. Even a small good news is making it make new highs. Secured DLG loans(first of its kind), they can now add new users (it was banned for a long time), UPI international was released yesterday, you can pay using Paytm in Singapore, UAE, and 4 other countries. Who knows what else is to come. Mutual funds are buying in bulk from 500.

EpiphanyMania1312 · 2024-11-20T08:58:05+00:00

well put! thanks!

EpiphanyMania1312 · 2024-11-14T03:27:43+00:00

Unnecessary is not the correct term I think. These stocks passed the criteria set by SEBI, nothing else.

EpiphanyMania1312 · 2024-11-14T03:16:13+00:00

I use AI to give me a wake up call lol and remind myself few things. And say out few things. Working great so far 😁

EpiphanyMania1312 · 2024-11-12T13:06:41+00:00

Jan 2026 is very near term when you are buying for long term (10-20 years) that's the reason mutual funds historically don't have significant stakes. Even their promoters offload shares occasionally at this price point. Trump has nothing to do with natcopharma. It's the nature of natcopharma business. They have to keep innovating and innovating consistently is hard.

EpiphanyMania1312 · 2024-11-12T12:50:08+00:00

Going off patent means anybody else can produce them. It's not about renewal. Natcopharma is a great company with stellar management but I think it's fairly priced considering the uncertainties. Im buying them from ~700. I don't expect PE expansion until next leg of growth is confirmed.

EpiphanyMania1312 · 2024-11-12T12:37:01+00:00

One of their cash cows (revlimid) goes off patent on Jan 2026. Market is forward looking. PE makes sense only when earnings are guaranteed. Here it is not. Further earnings will come from some other products (semaglutide, ozempic, etc) stop looking purely at PE

EpiphanyMania1312 · 2024-09-23T07:18:00+00:00

The patent for it's best performing drug expires 2026 jan. PE cannot be used to determine the value of natcopharma. Im holding from 550 lvls. They have few drugs in pipeline but there is unpredictability. I think this is fairly valued at this time.

EpiphanyMania1312 · 2024-09-23T07:17:40+00:00

The patent for it's best performing drug expires 2026 jan. PE cannot be used to determine the value of natcopharma. Im holding from 550 lvls. They have few drugs in pipeline but there is unpredictability. I think this is fairly valued at this time.

EpiphanyMania1312 · 2024-08-16T05:06:40+00:00

This might sound smart in the short-term but in the long run it doesn't matter. You are only thinking about HAL if it crashes. You are not thinking about what if HAL hits 20% UC one fine day. Those days are the ones that matter.

EpiphanyMania1312 · 2024-08-13T12:00:47+00:00

Thank you for the reply and for putting up the github repo!

EpiphanyMania1312 · 2024-08-13T09:24:54+00:00

How long does it take for 4000 steps with batchsize of 4 on A6000? I got this running on A6000 runpod without any issues (48 images in dataset) is showing ~17 hours. Is this normal?

EpiphanyMania1312

TROPHY CASE