SentinelOne’s cybersecurity solutions encompass AI-powered prevention, detection, response and hunting across endpoints, containers, cloud workloads, and IoT devices in a single autonomous XDR platform.
My META calls were bought yesterday 🤣
https://preview.redd.it/0dz47g9j7iyf1.jpeg?width=1179&format=pjpg&auto=webp&s=4c5f09cfb2df6e3f9f305021e7fc54d7cadcc3d6
https://preview.redd.it/28dmppth7iyf1.png?width=1080&format=png&auto=webp&s=26746de6932d725fa1dec556d86434679a9058e2
Oh shiiiiii, RH mob not messing around
Do you watch the GTC events or listen to the conference calls? They can’t make chips fast enough to keep up with demand. And every 12 months there are new data center chips that LOWER the cost to run AI workloads compared to predecessors, such that it’s more cost effective for all the hyper scalers to upgrade.
AI is now like electricity and internet. We, as humans, will never consume less than the amount we’re consuming right now.
Let’s say current Blackwell chips can do all to all comms at 1 TB/s. Well, that’ll eventually be 10 TB/s, then 100 TB/s, then PB/s. New frontier models are being worked on every day that are being designed around these predicted memory bandwidth increases.
So… no, there isn’t really a ceiling, we’re only at the infancy of the AI age. Think of NVDA @ $200 like Bitcoin at $100 so many years ago.
Lol. It's a long term hold. I held it when RDDT was at $280 and when it fell back town to the high $70s back in April. I'll be holding it for many years.
To your point though, you're correct. I'm now only up $227k instead of $400k \*today\* on RDDT.
Here's the current RDDT return for the day:
https://preview.redd.it/xt5d5t2u4iyf1.png?width=1195&format=png&auto=webp&s=113671892c3412086b26a105232bd5aa44eab629