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NVDA is on sale today bc of Chinese panic, just go buy it by the truckload.
Poast new message in this thread
Date: January 27th, 2025 9:54 AM Author: lake azn rehab jfc no one else is close to them, no reason to panic (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48594243) |
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Date: January 27th, 2025 6:35 PM Author: Carmine Orchestra Pit Feces (dances with raining knives) (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48596046) |
Date: January 27th, 2025 9:56 AM Author: razzmatazz nursing home yarmulke i moved MDB premarket into NVDA and since then MDB is up over 5% while NVDA only .7%
IM 180 |
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Date: January 27th, 2025 9:57 AM Author: Citrine electric furnace Explain why there’s no reason to panic (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48594252) |
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Date: January 27th, 2025 9:59 AM Author: yellow stimulating gas station because Nvidia isn't who would be negatively affected by this development--you still need GPUs to run this shit and a lot of them. it's all the US tech cos pushing closed source models trying to pretend they have a moat who are the ones that may be in trouble (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48594256) |
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Date: January 27th, 2025 10:02 AM Author: lake azn rehab Correct. (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48594262) |
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Date: January 27th, 2025 10:03 AM Author: Razzle-dazzle High-end Property Cumskin (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48594264) |
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Date: January 27th, 2025 10:10 AM Author: exhilarant useless principal's office roommate interesting (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48594287) |
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Date: January 27th, 2025 6:39 PM Author: Chocolate big-titted circlehead (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48596059) |
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Date: January 27th, 2025 10:13 AM Author: Very Tactful Shaky Brunch Cuckold https://x.com/satyanadella/status/1883753899255046301 (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48594298) |
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Date: January 27th, 2025 1:19 PM Author: self-centered hell CR also after this there’s zero chance of Trump getting tricked or cucking on all the export restrictions that help NVIDIA more than any other company. OpenAI might be fucked, though, and it couldn’t have happened to a more deserving Jewish pedophile. (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48594903) |
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Date: January 27th, 2025 1:30 PM Author: glittery rusted market associate (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48594945) |
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Date: January 27th, 2025 4:47 PM Author: dashing emerald coffee pot (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595687) |
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Date: January 27th, 2025 10:15 PM Author: Primrose misunderstood fortuitous meteor how is deepseek performing like this if they're chinese though, isn't there a possibility that they DON'T have a ton of nvidia GPUs and figured out a cheaper/simpler way to operate? (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48596700) |
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Date: January 27th, 2025 11:47 PM Author: mint range (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48596836) |
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Date: January 27th, 2025 10:55 AM Author: Bipolar exciting jew state As a big NVDA holder, this is the first time in a long while I am worried about holding the stock
If the DeepSeek architecture is what they say it is, you will need close to an order of magnitude less GPUs. You will still need NVDA, but instead of buying 1000 cards, you will only need like 50 to accomplish the same goal
Needless to say, given the sales growth expectations embedded in NVDA at their current price, this could be a catastrophic re-adjustment
If we see a major US player move to the DeepSeek architecture I would start to freak out |
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Date: January 27th, 2025 1:16 PM Author: lake azn rehab lmao okay, and then we have a 20x increase in demand and bam you're back to 1000. (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48594899) |
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Date: January 27th, 2025 1:20 PM Author: razzmatazz nursing home yarmulke (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48594905) |
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Date: January 27th, 2025 1:22 PM Author: self-centered hell Yes. Also when have the Chinese not been at least 50% full of shit with this kind of big announcement that they are ackshhhually way ahead all of a sudden. But even to the extent that this is the medium-long term it’s like saying I don’t want to invest in cloud-optimized servers in 2012 because the advances in virtualization will eat all the demand, when the much more likely outcome at the time was public cloud growing bigger and faster. (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48594912) |
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Date: January 27th, 2025 1:31 PM Author: glittery rusted market associate exactly. i would think lower barrier to entry means more players. (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48594950) |
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Date: January 27th, 2025 1:36 PM Author: Amethyst sanctuary double fault (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48594965) |
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Date: January 27th, 2025 2:05 PM Author: Bipolar exciting jew state It could be feasible that budgets remain the same, and players use the efficiency savings to simply scale more like you say. However, this could be (for a simple example) going from 1000 GPUs to 500 GPUs and still getting 10x the efficiency as previous architectures. Some players may view that as good enough given manpower limitations etc. There are just not that many companies out there with the capex budgets to be buying chips like this at scale, and those that do exist are already doing so.
And in that case NVDA could miss estimates by 50% down the line. Given it’s valuation multiple they can’t be anything short of perfect to keep rising
Fundamentally, this introduces a lot of uncertainty in trajectories which will cause some people to cash out and wait until it becomes a bit more clear
I am speaking about tactical investing here, and not long term buy and hold |
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Date: March 6th, 2025 11:23 AM Author: Bipolar exciting jew state You could have de-risked like I did, friend. Instead you laughed at me with comically surface level analysis (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48721257) |
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Date: January 27th, 2025 1:38 PM Author: red anal tanning salon how is deepseek so efficient? (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48594974) |
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Date: January 27th, 2025 2:10 PM Author: Bipolar exciting jew state 8 bit vs 32 bit floating number calculations for a dramatic memory efficiency gain as well as 93% compression on key value indices which eat up VRAM. Also multi-token prediction which effectively doubles inference speed
The chinks basically had a GPU and Memory bottleneck due to sanctions and architected themselves out of it |
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Date: January 27th, 2025 2:25 PM Author: red anal tanning salon is this computer engineering? (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595156) |
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Date: January 27th, 2025 2:44 PM Author: Bipolar exciting jew state Software engineering (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595223) |
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Date: January 27th, 2025 2:57 PM Author: Galvanic Maniacal Native Are you an Engineer (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595275) |
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Date: January 27th, 2025 2:59 PM Author: Bipolar exciting jew state no, I’m a tech investor (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595283) |
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Date: January 27th, 2025 10:16 PM Author: Primrose misunderstood fortuitous meteor interesting ty (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48596706) |
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Date: January 27th, 2025 2:52 PM Author: blathering den What DeepSeek did could be done on the best chips now too. That could be way beyond what DeepSeek is capable of. We’ll see what unfolds. (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595253) |
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Date: January 27th, 2025 8:49 PM Author: talented tan institution The marginal benefit you get from that may not be impressive relative to the cost. (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48596473) |
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Date: January 27th, 2025 11:35 PM Author: Irradiated submissive juggernaut kitchen Maybe but I doubt it. We want multimodal LLMs that can do white collar work from end to end with no human intervention. This is only possible if they train on video and reinforcement learning tasks (games, or have them interact with desktop sessions). Improved training costs could make this feasible. (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48596827) |
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Date: January 27th, 2025 1:29 PM Author: brilliant splenetic whorehouse son of senegal (Bitch bois rearranging chairs on the Titanic) (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48594942) |
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Date: January 27th, 2025 1:34 PM Author: self-centered hell (Bidenbot showing off her new openly pro-CCP programming) (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48594960) |
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Date: January 27th, 2025 1:35 PM Author: Hyperventilating titillating field yeah i bought $4500 (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48594962) |
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Date: January 27th, 2025 1:37 PM Author: razzmatazz nursing home yarmulke because of this faggot thread i sold my AMD and put it in NVDA
i also sold MDB and put it in NVDA, since then MDB was up as much as 8% while NVDA shares i got are down 5%
im suing if this thread ends up not accurate |
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Date: January 27th, 2025 1:43 PM Author: lake azn rehab Learn to use toilet paper first. (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595003) |
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Date: January 27th, 2025 1:54 PM Author: Aromatic box office Exactly. (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595036) |
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Date: January 27th, 2025 2:12 PM Author: razzmatazz nursing home yarmulke even deepseek cant help me with this (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595125) |
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Date: January 27th, 2025 2:45 PM Author: yellow stimulating gas station in light of recent developments I've changed course and sold all NVDA -- actually just sold all US stocks. TT is the Jim Cramer of zozol so I have high confidence in this move. (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595228) |
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Date: January 27th, 2025 1:50 PM Author: clear plaza legend using a distilled version of R1 locally is like installing a retarded xo poaster.
to run deepseek-r1:671b you need NVIDIA chips - the market wants AI running locally not in China or Silicon Valley. |
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Date: January 27th, 2025 2:01 PM Author: Very Tactful Shaky Brunch Cuckold Agreed for companies, but I'm running the 14b version locally and its really good for its size. (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595061) |
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Date: January 27th, 2025 2:37 PM Author: glittery rusted market associate what hardware are you running it on? how much space does it take up? (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595194) |
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Date: January 27th, 2025 2:48 PM Author: yellow stimulating gas station like 9gb? if you're running it using a GFX card (likely unless you have a couple mac minis laying around) you need at least 12GB of VRAM I think. it's decently fast on my 4080 (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595239) |
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Date: January 27th, 2025 2:53 PM Author: glittery rusted market associate ty. i'm surprised that it only takes 9gb of training data to get a reasonable AI running locally. (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595258) |
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Date: January 27th, 2025 2:55 PM Author: Very Tactful Shaky Brunch Cuckold Nvidia 4070 which has 12GB of VRAM, the 14b model takes up about 9GB (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595267) |
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Date: January 27th, 2025 2:45 PM Author: grizzly learning disabled persian lettuce Good friend who works for them in this exact area is very bearish today & has been for years but their stock keeps going up so who knows (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595225) |
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Date: January 27th, 2025 2:45 PM Author: Gay Famous Landscape Painting Haunted Graveyard sold fuckloads of puts on this POS. that IMPLIED VOLATILITY is through the roof yo (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595227) |
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Date: January 27th, 2025 2:57 PM Author: Apoplectic Trip Skinny Woman Old Irish Cottage herrrooo dis uhhh new chat GPT (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595274) |
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Date: January 27th, 2025 9:55 PM Author: dashing emerald coffee pot (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48596643) |
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Date: March 6th, 2025 11:54 AM Author: Bipolar exciting jew state (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48721352) |
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Date: January 27th, 2025 3:53 PM Author: curious step-uncle's house So aren’t many AI models open sourced? If so why is it surprising that China can do it too? (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595480) |
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Date: January 27th, 2025 4:21 PM Author: blathering den None of the major high quality ones are open sourced. Until now.
Also, it’s technically not open source, but the weights are available and the weights are like the recipe. |
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Date: January 27th, 2025 4:46 PM Author: yellow stimulating gas station it isn't surprising at all. that's what's so crazy about this.
people are just flipping out because the team that happened to do it was in china, although this could have just as well happened in france or russia or meta's open source models or whatever |
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Date: January 27th, 2025 4:56 PM Author: Bipolar exciting jew state US AI models are closed source as the firms creating them want to retain the value of said models (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595718) |
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Date: January 27th, 2025 4:57 PM Author: curious step-uncle's house I thought Facebook was doing it open source (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595721) |
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Date: January 27th, 2025 4:59 PM Author: dashing emerald coffee pot they are (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48595725) |
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Date: January 27th, 2025 5:35 PM Author: glittery rusted market associate facebook and twitter are open source, i think. the rest aren't.
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Date: January 27th, 2025 8:39 PM Author: talented tan institution I don't think the problem is "closed source" so much as its the policing that's being done to make the LLMs "safe." Some of it seems reasonable. You don't want the LLM to give people instructions on how to make pipe bombs or cook meth. (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48596449) |
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Date: January 27th, 2025 6:34 PM Author: Irradiated submissive juggernaut kitchen the 180 part is that DeepSeek wants to open source AGI. everyone will be able to have superhuman intelligent AGIs running on their own computers, with competing goals to acquire more resources and make money for their owners. (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48596043) |
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Date: January 27th, 2025 6:38 PM Author: exhilarant useless principal's office roommate AI seems pretty fucking stupid from what I’ve seen (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48596054) |
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Date: January 27th, 2025 6:43 PM Author: Chocolate big-titted circlehead I've trained it to write adequate responses to FROG 17.1, which is all I need it for. (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48596071) |
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Date: January 28th, 2025 6:00 PM Author: curious step-uncle's house how does it know the basis for your denial (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48599141) |
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Date: January 27th, 2025 8:33 PM Author: clear plaza legend May release…
NVIDIA Project DIGITS
A Grace Blackwell AI Supercomputer on your desk. Powered by the NVIDIA GB10 Grace Blackwell Superchip, Project DIGITS delivers a petaflop of AI performance in a power-efficient, compact form factor. With the NVIDIA AI software stack preinstalled and 128GB of memory, developers can prototype, fine-tune, and inference large AI models of up to 200B parameters locally, and seamlessly deploy to the data center or cloud.
$3000 each
$9k to run DeepSeek locally in each of SMBs and WFH mos who want to replace themselves
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Date: January 27th, 2025 8:42 PM Author: talented tan institution In theory you should be able to do this on just about any modern GPU. China probably used something more like NPUs. Nvidia's major advantage is the developer support it offers, not the GPU designs. (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48596456) |
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Date: January 27th, 2025 8:56 PM Author: Cream Slippery Church Building Mediation The real question is why would you ever believe China are telling the truth about this? (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48596486) |
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Date: January 28th, 2025 8:15 PM Author: pearly striped hyena (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48599467) |
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Date: January 28th, 2025 12:25 AM Author: Maroon big incel Would nvda be a buy at 115? (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48596872) |
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Date: March 6th, 2025 11:27 AM Author: Misanthropic Magical Indian Lodge i just bought it all. there's no shares left. now we short squeeze. (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48721273) |
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Date: February 26th, 2025 4:38 PM Author: lake azn rehab https://www.wsj.com/business/earnings/nvidia-earnings-report-4q-2024-nvda-9de1a075 You're welcome. |
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Date: March 6th, 2025 12:29 PM Author: Maroon big incel So is it a buy at 110? (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48721442) |
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Date: April 5th, 2025 5:30 PM Author: Black stag film windowlicker (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#48819061) |
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Date: August 6th, 2025 4:28 PM Author: lake azn rehab It's now 180 AND $180, brothers, I hope you weren't faggots like lots of the pumos ITT (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#49162701) |
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Date: October 29th, 2025 9:53 AM Author: lfo (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#49384353) |
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Date: October 29th, 2025 9:55 AM Author: AZNgirl asking Othani why he didn't hit 4 homers i sold mine at 190 and was content but now ljl fma (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#49384356) |
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Date: October 29th, 2025 11:27 AM Author: lfo absolute cuckoldry (http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2...id#49384587) |