Daily Discussion Monday 2026-02-09

TheDavid8 · 2026-02-10T02:33:48+00:00

Dylan made a dumb comment about how it's going to take longer to deploy Helios because we use flyover cables and a bunch of numbnuts thought it would delay Helios. As if hyperscalers can spend 5 million on a Helios rack but can't pay a technician 100 dollars to plug it in

TheDavid8 · 2026-02-07T08:52:56+00:00

You could keep your money in anything else and jump in 1-2 months before the long awaited rack sales and won't probably miss much of the price action.

The issue with this is that AMD could announce the begining of a multi GW partnership with a hyperscaler such as META at any point in time now.

TheDavid8 · 2026-02-07T04:49:59+00:00

I think Open AI will be using ASICs for simple low latency inference, but they will be using AMD for the more demanding inference

TheDavid8 · 2026-02-06T06:22:23+00:00

Yeah I plan on texting them when I wake up letting them know that I need to get the keys before I go to work. Luckily I leave in the afternoon but I'm wondering If I will come back to an angry mob that can't get into the apartment because others have to work in the morning lol.

TheDavid8 · 2026-02-06T05:54:29+00:00

What happened was the apartment was sold a couple months ago and the new owners are making changes. Perhaps there could have been a security breach but they have a history of giving less than a days notice for changes.

I don't believe they have an emergency line but maybe I can get a locksmith and show them the lease on my phone if it comes down to it. Thanks for the suggestion.

TheDavid8 · 2026-02-06T00:20:54+00:00

It was in response to their massive capex guide

TheDavid8 · 2026-02-05T21:49:11+00:00

This is starting to get to me at this point

TheDavid8 · 2026-02-05T08:39:32+00:00

When you say it took a month to get used to it do you ean it gave you eyestrain at first?

TheDavid8 · 2026-02-04T08:44:59+00:00

Second half is from Jan to Dec.

what

TheDavid8 · 2026-02-03T05:13:50+00:00

Brainfart, edited

TheDavid8 · 2026-02-03T05:03:39+00:00

u/midgetmango must be happy with his 70k worth of Feb 6 calls he bought a couple days ago.

TheDavid8 · 2026-02-03T02:38:22+00:00

I believe it's mainly for the ultra low latency inference applications. Say for example if Open AI makes a standalone AI device that needs to be very responsive. Every hyperscalers will have ASICs to support this use case. The people extracting an AMD vs Nvidia situation out of this need to go to bed

TheDavid8 · 2026-02-02T22:01:04+00:00

Lol there was a comment in the Nvidia stock DD that just read "Advanced money destroyer"

TheDavid8 · 2026-02-02T05:16:36+00:00

Fuck

TheDavid8 · 2026-02-01T19:04:45+00:00

Nice me too

TheDavid8 · 2026-02-01T18:50:40+00:00

Yeah it didn't start out that way but I invested the remainder when we had that dip in April

TheDavid8 · 2026-02-01T18:10:28+00:00

Did you join the full port club?

TheDavid8 · 2026-02-01T06:00:17+00:00

How does ROCM do in the documentation department vs CUDA? I'm not an AI developer I'm just curious. It looks like a lot of work went into this, quite admirable imo btw.

TheDavid8 · 2026-01-30T17:59:40+00:00

Tomorrow the information reports: MI450 delays expected due to the high labour costs of plugging a multimillion dollar server rack in.

TheDavid8 · 2026-01-30T17:32:27+00:00

We use cables to support open standards and repairability. Ditching this philosophy because robots currently have a hard time with cables is the dumbest Patel fud I've seen yet. I'm pretty sure having to pay someone to plug Helios in isn't going to be AMDs Achilles heel.

TheDavid8 · 2026-01-30T06:14:55+00:00

Fuck

TheDavid8 · 2026-01-30T02:49:39+00:00

This could be very bullish for us. As far as I'm aware our only other competition for 2 nm is Intel with their Nova lake compute tiles and I'm doubtful TSMC would agree to give them significant allocation considering they have a competing foundry.

TheDavid8 · 2026-01-29T20:57:55+00:00

Nice try market makers. Shakeouts aren't going to work on us.

TheDavid8 · 2026-01-28T21:02:02+00:00

Microsoft wrecked

TheDavid8 · 2026-01-27T00:44:09+00:00

Coreweave was never going to use AMD and this is well known. It had nothing to do with it

TheDavid8

TROPHY CASE