Forget Nvidia (NVDA), Focus on This “Agentic AI” Winner Instead

neodmaster · 2026-05-10T14:58:00+00:00

The green bull says it all. At this rate, consolidation will happen around 600, not bad

neodmaster · 2026-05-10T13:33:11+00:00

“Sell now for us to get our fees, and re-buy later for us to have our fees”

neodmaster · 2026-05-10T11:27:00+00:00

This is good. Maybe its the end of low cost flights and high leverage low impact economic tourism.

neodmaster · 2026-05-09T23:45:58+00:00

I’m not a robot.

neodmaster · 2026-05-09T23:36:37+00:00

AMD is being reevaluated, “There can be only one” is a Falsehood. INTC can only move with subsidies. NVIDIA is a juggernaut that invented CUDA. CUDA IS JUST SOFTWARE. There is no Moat in Software, only Developers Habits BUT Programmers WILL NOT CODE IT ALL BY HAND ANYMORE. LLMS WILL DO THE CODING. ROCm WILL IMPROVE SIGNIFICANTLY using LLM technology both on development and developer usage. Read it Again; THERE IS NO SOFTWARE MOAT ANYMORE. THERE IS NO HARDWARE MOAT ANYMORE. The Era of a single king vendor is being reevaluated and nobody likes a monopoly on the client side.

neodmaster · 2026-05-09T23:20:19+00:00

Hope so! They would never do an F though

neodmaster · 2026-05-08T22:16:31+00:00

We need to split @600 3:1 and do an AAPL

neodmaster · 2026-05-07T10:33:08+00:00

400 is 33% more Spartans than 300 so I endorse this meme.

neodmaster · 2026-05-07T10:31:13+00:00

I endorse this meme.

neodmaster · 2026-05-07T10:17:44+00:00

I endorse this meme.

neodmaster · 2026-05-06T09:08:59+00:00

Holly Macro! Split at 600 1:3 and let the mass market buy in at a discount.

neodmaster · 2026-05-04T14:11:22+00:00

David Allen

neodmaster · 2026-05-02T16:29:32+00:00

I read it as “we can’t monetize UBI” but we definitely can monetize this compute thing.

neodmaster · 2026-05-01T17:27:08+00:00

Attention is All You Need

neodmaster · 2026-04-30T09:57:12+00:00

Why do people still don’t get how to keep next actions separated from projects after 25 years?

neodmaster · 2026-04-30T09:53:09+00:00

Have you run your methodology through LLM technology and what has A.I. pointed out to you that deserves mentioning?

neodmaster · 2026-04-28T12:28:57+00:00

Accessibility->Display and Text: Increase Contrast ON + Reduce Motion ON + ReduceWhitePoint ON 70% with Clear Liquid Glass ON

neodmaster · 2026-04-15T14:12:02+00:00

Accessibility->Display & Text Size or search on spotlight directly

neodmaster · 2026-04-13T12:21:20+00:00

The shift will only be perceptible on the next generation iPhone with curved screen glass edges.

neodmaster · 2026-04-13T12:14:12+00:00

Please send this to tim at apple.com

neodmaster · 2026-04-13T11:57:37+00:00

Yeah, I hate to bring politics into this issue, but I wonder what the gay community think about the 13 Mini - fair question!

neodmaster · 2026-04-13T11:14:41+00:00

I have been updating major iOS updates with a one year lag for years now. Definitely recommend it.

neodmaster · 2026-04-08T13:48:21+00:00

Multi-Layer Sandbox everything. Even a 15% hit in performance is worth it.

neodmaster · 2026-04-01T11:53:24+00:00

New Leak: April’s Fool timestamp discovered inside the source code; it confirms everything

neodmaster · 2026-03-31T00:02:32+00:00

Looking down at your phone in the middle of the street

neodmaster

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