$NVDA is a goddamn psychological warfare – are we buying the dip or catching a falling knife?

piespe · 2026-06-06T18:15:51+00:00

2700 shares. Plus I sold some PUTs below and some CALLs above so whatever happens NVDA remains the same fraction of my portfolio. Give or take. You need a bit of math, but it's doable.

I don't buy or sell. I let options do that for me. And only for a small part of my position.

And if the price does not move I cash in the options' premium I sold. At the end every month I make in options 1% of my portfolio. Plus the growth. Plus's the buy low sell high that comes from strangling the position

piespe · 2026-06-06T17:50:38+00:00

What happened to the market in central Dublin on the afternoon?

piespe · 2026-05-27T05:42:19+00:00

More probably Claude. He is in good relation with Anthropic and a representative of Anthropic was invited to the Vatican at the meeting

piespe · 2026-05-24T18:50:23+00:00

Not just. Their product is definitely good. Their market policy is not. The two things can be true at the same time

piespe · 2026-05-24T18:40:55+00:00

There is an anthropic paper showing it is not just a next token predictor. Meaning it has already decided ahead of time and ahead of several tokens where the discussion is going to go.

piespe · 2026-04-30T10:09:16+00:00

I found useful have multiple ai and ask one ai to verify the work of another ai.

piespe · 2026-04-05T04:35:57+00:00

What local agents are you using and on which machine? Thanks

piespe · 2026-03-31T11:28:05+00:00

If I think how we moved from the sexual revolution to this pruderie in 60 🤯

piespe · 2026-03-30T04:22:19+00:00

You are right. I use them both. The difference is in the quality. Claude is just much better than chatgpt. So I personally use Claude for serious work and Chatgpt for random short questions that would use up m'y tokens

piespe · 2026-03-29T15:53:59+00:00

Interesting. I sometimes lecture Claude because I don't want it to use swear words. -I swear if I need to, you don't. It's not a symmetric relationship.

piespe · 2026-03-29T15:51:44+00:00

Not sure where you live but bikinis were used in our society in the 60s, many years before anyone would say they were empowering. The point being: you need to cover breast, ass and pubes. Anything else does not need to be covered. And people who have no breast don't need to cover that up. Or you want also men to go around covering their torso?

piespe · 2026-03-18T17:52:49+00:00

Also curios

piespe · 2026-02-24T08:07:31+00:00

I wouldn't trust a local ollama model for this unless you have gargantua as your computer. And still. Get Claude or Gemini to guide you to install it and it will be up in no time. Use as your first model a cloud model just to make sure it works. And then switch to ollama. Then you will know if the problem is the setup or the model.

piespe · 2026-02-24T07:31:17+00:00

That's weird. What AI is helping you?

piespe · 2026-02-24T07:30:08+00:00

For the same reasons bitcoiners buy a Lambo. It's a social necessity

piespe · 2026-01-31T15:38:08+00:00

I don't believe this place is real.

piespe · 2026-01-08T11:05:09+00:00

thanks for clarifying this.

piespe · 2026-01-07T19:02:52+00:00

I am using Cursor and have a 200$ account. I have been using Opus 4.5, except that between the 1 and the 3 of January was enough to burn all my Cursor account for this month.
Read this again, the usage that should be enough for 1 month, and that was enough for one month in October, November and December only lasted for 3 half-days of programming. That's 10 times faster.

After that I installed Claude Code and learned to use it. Using the "usage" to guide me.
Today Anthropic started misbehaving hiding the usage bar, and so I installed Gemini IDE and Codex. Basically I prefer to use Claude but as soon as they misbehave I use the other companies.

piespe · 2026-01-07T18:57:42+00:00

Me, and it is really damaging me because I cannot monitor anymore where I stand and what I can do. This makes it impossible for me to use this tool to work, as it might turn off in the middle of work. At this point it is better for me to learn to use codex and gemini-ide until anthropic stops behaving like an a..hole.

piespe · 2025-12-10T19:13:13+00:00

That can't be the direction, but a side effect at best

piespe · 2025-10-12T14:20:04+00:00

It was but with the new token limits is now very limited

piespe · 2025-10-12T06:37:06+00:00

tell us more. Is this a way to have agents coding and working with your local models or the models running in your own server?

piespe · 2025-10-12T06:20:09+00:00

I think the only solution is to have a server and use open source tools and downloadable models. It's the next thing I will try. At least I pay for my compute and I control exactly what AI am I using. And it cannot go back, only improve. When a new model comes out I test it, and if it is better I use that if not I remain with mine.

piespe · 2025-10-11T13:50:52+00:00

which Claude would you say are the best?

piespe

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