Emil
๐ค SpeakerAppearances Over Time
Podcast Appearances
It's a lot of different factors.
It doesn't matter until it suddenly matters.
And everybody can collectively on Twitter decide why
And then they give it a couple weeks and they've now processed it.
And now it's like, well, now we've, whew, what used to take months to process information and to process catalysts now takes weeks, if not days, if not hours sometimes.
The thing I've been enjoying right now is everyone's talking about CPUs instead of GPUs.
You heard this?
You seen this?
Yeah, CPUs are so back.
The hottest thing right now.
AMD is going to make all this CPU revenue.
And it's like they have forgotten that like...
Eight months ago, nine months ago, AMD promised to sell 10% of its stock to OpenAI.
Never happened.
Broadcom, 10 gigawatts, never happened.
Broadcom is up now because the market is slightly deciding they kind of don't like NVIDIA.
It just feels like being tortured.
looking at this stuff and thinking about it from the perspective of the logical, it doesn't mean that I'm wrong.
It just means that, well, I mean, I'm not wrong because I'm not investing in the market, but it's just like... You're bringing too much logic into this.
Robotics is what, that's what it all is now.