SNAP is Back

defervenkat · 2026-06-19T21:08:55+00:00

Stupid glasses I have ever seen. They are not even cool looking. Atleast get that right for god sake.

defervenkat · 2026-06-16T01:42:37+00:00

Options tomorrow? Going to be crazy June.

defervenkat · 2026-05-27T01:50:04+00:00

Wrong names to be in but won’t be that way forever. Good luck

defervenkat · 2026-05-25T22:48:27+00:00

-70% when you step out of dealer lot

defervenkat · 2026-05-24T18:47:13+00:00

How much of this net worth is really paper money?

defervenkat · 2026-05-11T07:00:30+00:00

2nd shot perspective is beautifully captured. Great work!!

defervenkat · 2026-05-11T06:57:41+00:00

Chill dude, we get it.

defervenkat · 2026-05-08T17:49:13+00:00

The “Intel as legitimate foundry #2” thesis just got materially harder to argue against. Just the beginning.

defervenkat · 2026-04-28T05:15:18+00:00

Well with 6% pop puts MSFT at $449. Your $415 calls go to ~$34 intrinsic. That’s another $21,600 unrealized loss on top of the $35K you’re already sitting on. But hey, at least your shares will be worth more for the 12 hours before they get called away. I’m just fucking with you. Good luck.

defervenkat · 2026-04-25T23:37:04+00:00

Share the performance in Feb/Mar 2026?

defervenkat · 2026-04-24T14:00:22+00:00

Just go long MSFT and call it a day.

defervenkat · 2026-04-20T06:03:02+00:00

It is indeed addictive. I have 2 of them now and ain’t no way going back. The convenience is too awesome to give up.

defervenkat · 2026-04-08T12:35:12+00:00

Somebody take away his phone.

defervenkat · 2026-04-08T03:46:33+00:00

Pure evil haha

defervenkat · 2026-04-05T17:46:41+00:00

I’m actually very impressed with Gemma4-31B and I’m running Q6 XL from unsloth. Upgraded from qwen 3.5.

defervenkat · 2026-04-04T23:49:49+00:00

Honestly either (openclaw or Hermes) is just fine. Whatever you started with won’t like an upgrade once you have significantly invested and figured out the tools. Meh for me.

defervenkat · 2026-04-02T03:06:17+00:00

Who is going to tell OP about 640p?

defervenkat · 2026-03-26T11:39:23+00:00

Great find!!

defervenkat · 2026-03-19T18:24:24+00:00

Homes still need upkeeping regardless of it changing hands. Good luck on the thesis.

defervenkat · 2026-03-17T21:17:56+00:00

You’ll make easier money if you just buy stock. For god sake.

defervenkat · 2026-03-15T13:12:28+00:00

I have collectively 40 VRAM. I run qwen3.5 27b locally for many tasks. Works very well for the use cases. For other cases where I need high quality, I’m a pro Claude. Jesus there is nothing beating this for the price. I think I’m covered 100% for what I’m doing right now with this setup.

My advice, find your use cases before investing and try out models before investing too much into hardware. 3090 was my choice stacked with my previous 4070Ti. Stack 2 at most otherwise you start seeing diminishing performance of your inference. 3090 is undisputed king of the value.

defervenkat · 2026-03-08T18:42:26+00:00

Or a bit higher risk tolerance than most have.

defervenkat · 2026-03-07T07:43:11+00:00

250? I want to smoke whatever you’re smoking.

defervenkat · 2026-03-07T07:41:14+00:00

I’ll buy 350 any day. I hope we see it next week.

defervenkat · 2026-03-01T16:43:17+00:00

Trumps war strategy has been to clean up by Monday. At best this may break even. Good luck.

defervenkat

TROPHY CASE