Good read on current state of DeepSeek and Anthropic / Claude Code.

C.R.E.A.M. 

Compute rules everything around me

The NVDA price dip in February was so dumb. (I actually bought Jan 26 calls for the pre-DS price on Feb 8.)

Good read on current state of DeepSeek and Anthropic / Claude Code.

C.R.E.A.M. 

Compute rules everything around me

The NVDA price dip in February was so dumb. (I actually bought Jan 26 calls for the pre-DS price on Feb 8.)

https://semianalysis.com/2025/07/03/deepseek-debrief-128-days-later/

Also bought that dip

Look also at coreweave. IMO very underrated stock

I’m curious what the use cases are for DeepSeek (“much slower and less accurate, but very cheap”)

I don’t understand how it can withstand competition in any cases where one actually cares about the outputted product experience

Biggest beneficiaries of this will be the global south

I’ve been DCA’ing into NVDA and it’s been good times

That's pretty interesting and informative

Compute → Create → Capture Value → Reinvest in More Compute

Big W play fr🫡
And yeah… compute ain’t just king, it’s the whole kingdom now 🚀

emotional

Break ups suck!

You spend so much time teaching someone little things about you

And pour yourself - your time and effort - into learning the same things about them…

And then one day, it’s just all gone.

That warm fuzzy feeling of being hugged, held, cared and appreciated for just … disappears

You miss the presence
The feeling of knowing someone’s there for you
The anticipation of little moments
The laughter
Inside jokes
Cute banter
Little smiles
Butterflies in your stomach

Even the little sad moments
The fights
Arguments
Moments of clarity

But then ultimately making up because you know you can’t be mad at them…

Love

Love as a feeling is so beautiful

If you have the opportunity to fall in love …

Take it 🫶🏽
Always take it

Worry about the the consequences later

Yes, break ups suck
But they’re the ‘necessary evil’ to feeling that beautiful feeling we all know and love….

🧡 LOVE 🧡

This is cool 

https://farcaster.xyz/uniquebeing404/0x331946b7

Is it possible to highlight some words (phrases) in text - bold like X tweets? 
It helps to highlight your main thoughts... 
@dwr.eth thanks