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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Julius Wong who wrote (210600)	1/27/2025 11:53:20 AM
From: TobagoJack	1 Recommendation Recommended By Julius Wong Read Replies (2) \| Respond to of 217618

Jack is an optimist He tripled on basket of NVDA and PLTR and AMD, harvested to gold, and to basket ORCL, NET, and TTWO All having to do with his gaming Now borrowed to add back NVDA Am watching him by covering his wagers Once is luck Twice is accident Three times might be start of trend

To: Julius Wong who wrote (210600)	1/27/2025 10:02:03 PM
From: TobagoJack	Respond to of 217618

The fellow at DeepSeek isn’t even trained in software ‘Just’ a hobbyist :0))) doing 1 trillion in damage whilst gifting to the galaxy an ohwhoaweegeewhizbang

To: Julius Wong who wrote (210600)	1/28/2025 2:47:57 AM
From: TobagoJack	Respond to of 217618

Re <<Actually>> Another Team China young lady, one of the brains behind DeepSeek, surfaces, leaves DeepSeek and joins Xiaomi

To: Julius Wong who wrote (210600)	1/28/2025 3:01:01 AM
From: TobagoJack	Respond to of 217618

Heads-up, might be important. And so weaponisation starts. gurufocus.com AMD (AMD) Unveils Integration of DeepSeek-V3 with Instinct MI300X GPU GuruFocus News 1 day ago AMD ( AMD, Financial) has announced the integration of the new DeepSeek-V3 model into its Instinct MI300X GPU. This development underscores AMD's ongoing commitment to advancing artificial intelligence (AI) technologies. The DeepSeek-V3 model, recognized as the most powerful open-source large language model, is designed specifically for optimizing AI inference, potentially enhancing AMD's GPU performance in AI applications. The DeepSeek-V3 model features a sophisticated mixture of experts (MoE) architecture with 671 billion parameters, activating 37 billion parameters per token process. It incorporates techniques like multi-head latent attention (MLA) and a unique load balancing strategy without auxiliary loss, aiming for efficient inference and cost-effective training. AMD highlighted its collaboration with the DeepSeek and SGLang teams, integrating SGLang, a framework for high-performance computing. This integration is essential for achieving peak performance on AMD's hardware. Furthermore, AMD's ROCm platform supports FP8 (8-bit floating-point), which enhances AI operations by reducing data transfer latency and addressing memory bottlenecks. The Instinct MI300X GPU is a crucial component for AI acceleration, enabling significant efficiency improvements in AI inference tasks. This capability expands possibilities for developers working on applications like large language models, image recognition, and natural language processing. Despite these advancements, market reactions are mixed. While some suggest investing in competitors like NVIDIA (NVDA) and TSMC (TSM), others, such as Barclays, recommend increasing AMD stock holdings, indicating varied perspectives on AMD's AI competitiveness.