| Date | Tweet |
|---|
| 2026-07-02 | Recent US IPO models have been very stupid like $SPCX / $CBRS hiking valuations to absurd numbers before going public.
More US listings should follow Unitree (which would likely command higher valuations) + China's IPOs like Lightelligence.
That allow retail access at the same valuations as priva… → · 44 likes · 15,181 views |
| 2026-06-30T14:17:18 | There was a pretty funny anecdotal complaint from the Machine Learning $RDDT subreddit.
On $CBRS + OpenAI:
- Needs 1-2K tokens/sec so tries to use Cerebras.
- Claims OpenAI reserved all capacity, making waitlist infinite for everyone else not a hyperscaler.
- Stated alternatives with Groq’s API … → · 643 likes · 312,345 views |
| 2026-06-30T01:10:57 | I've reached 900k followers, thank you everyone!
Just some reflection, it's actually a nightmare at higher counts...
Which is new to me, since I started at almost nothing earlier this year.
1. Threats of safety, which I don't enjoy.
- Random new accounts sending personal threats
- Mysterious for… → · 3563 likes · 543,475 views |
| 2026-06-27T06:22:38 | Kinda nutty OpenAI’s is launching its heavyweight 5.6 Sol frontier model on $CBRS.
At up to 750 tokens/sec, which is obscene performance.
American inference go brrr.
I actually picked up starter positions on Cerebras for the first time in the ~170s (below $185 IPO price) after seeing this news ye… → · 1587 likes · 924,332 views |
| 2026-06-27 | pls don’t blindly follow along, esp. since I actively manage my own positions!
$CBRS is just a cautionary position for me right now.
Cause things evolve every month in the AI space (eg. Custom jalapeño chips, maybe OpenAI has troubles, rate hikes), etc.
But if it’s compelling to you, you do you. → · 118 likes · 24,999 views |