$NVDA vs $CBRS JensenHuang jimcramer
$spy $iwm $gld $uso $spcx $tsla $amd $intc Cerebras does not “sidestep expensive memory.” That line is the lie. They sidestep HBM and CoWoS. That is a supply-chain fact. It is not a memory miracle. WSE-3 has 44 GB of on-chip SRAM. Frontier
DeepSeek is finally labeled as CheapSeek
As soon as this price came out, my wallet was embarrassed and hurt.
GLM 5.3 Flash just went from an unbranded mystery model called Ox Alpha to one of the most talked about AI releases of the month.
Here's the full breakdown. For six days, developers were using a free, unbranded model on OpenRouter and opencode with no idea who built it,
The skin looks real. The DeepSeek large model is inside it.
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