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![LordPos3idon Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::955408993857531904.png) LordPos3idon [@LordPos3idon](/creator/twitter/LordPos3idon) on x XXX followers
Created: 2025-07-17 03:58:14 UTC

$AMD $NVDA $APPL $MSFT

•Deepseek showed that you can use a lot of clever techniques to maximize existing chip performance. You read that first sentence?

 “…accompanying computational and memory demands make both training and deployment expensive”! 

•Deepseek didn’t innovate any new techniques, it just chose to implement the techniques that were being published in so many research papers, that the big tech players were disregarding. 

•This technique DOUBLED INFERENCING! Which is what I have been saying. Add it to the list of titles and names I give to my thematic theses….

🚨🚨INFERENCING IS BECOMING🚨🚨      
            ‼️‼️COMMODITIZED‼️‼️

•Nvidia is buying companies to inflate demand to keep their INHERENTLY DEPRECIATING ASSETS, from depreciating. They tryna protect that market share thru luxury brand prices, but they aren’t APPLE! Nvidia is just a hardware company. Nvidia is sus but I’m not a zealot and wouldn’t short it. 

•I may be stupid but I’m not an idiot

•But AMD has…. you smell that, what’s that smell?

…….Opportunity

•To capture some market share just how Microsofts’s was able to revive itself as a company by taking some Cloud share from Amazon

![](https://pbs.twimg.com/tweet_video_thumb/GwB-1pGXMAA-JOY.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945694506407415900/c:line.svg)

**Related Topics**
[inference](/topic/inference)
[llm](/topic/llm)
[$msft](/topic/$msft)
[$appl](/topic/$appl)
[$amd](/topic/$amd)
[advanced micro devices](/topic/advanced-micro-devices)
[stocks technology](/topic/stocks-technology)
[$nvda](/topic/$nvda)

[Post Link](https://x.com/LordPos3idon/status/1945694506407415900)