Model Releases
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 w…
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 v
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 act…
Source: Swyx (X) | 2026-10-21