i retired from the business of making single-stock calls a decade ago but trust me when i say that the stock market still has no idea that what happened
every single gpu sold gained ~30% in lifetime value today and the stock should be up by about $600B lol
the more you buy, the more you buy
deepseek's production numbers are kinda wild: 155T tokens/day from one cluster (96% input cache hits) and $38 revenue/GPU-hour at off-peak prices. at $5–8/GPU-hour, that’s ~80% margin on GPU costs alone. at DeepSeek prices!! we dug into the math, their 72-hour cache, and what actually got open sourced in today's AINews: https://www.latent.space/p/ainews-deepseek-deepinfer-open-source
swyx · x.comPublished · added here
Original title: i retired from the business of making single-stock calls a decade ago but trust me when i say that the stock market still has no idea tha...
