Aug. 28 at 8:04 AM
$QQQ Can't sleep.
Last year I wasn't sure AI demand would grow enough to justify the forward PE of even
$NVDA.
I was mostly just shorting everyting
$PLTR and other MEME stocks.
Then I used Clawdbot. We know it as OpenClaw now. I do use hermes every day spent a lot of local compute getting it right.
BUT I dropped
$30 to xAI to try Grok Bot because I think a lot of my friends should use it.
I have tested and used almost every model, even obscure ones. I have a 8x H100 hopper I bought years ago cheap.
I think I am going to sell it. I was offered a price that was 10x what I paid for it.
I love local compute but I am getting old and don't need the hassle.
I looked on EBAY and saw in the US a H100 PCIE used card just sold for 27,999.
That is what they cost NEW when it came out almost 4 years ago.
4 year old used hardware is selling for the price it was new.
I have said it before B300 bought to day will be worth more in 10 years.
AI about the memory bandwidth / watt buy
$RAM
