Nails the FDE craze the industry is going through now https://t.co/qKHl7YoqNh
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jun 16, 2026
Unsecured leveraged lending does not exist for retail. Most are either securities-backed or mortgage-backed, but 7x to 10x leverage is unheard of. On top, there is debt service ratios levied by banks. @deepakshenoy views? https://t.co/pzUcMAujuF
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jun 12, 2026
@Ankit_Quant Most so-called Fin-Influencers are doing these clickbait posts saying 20% IRR return on revised FCNR deposit rates across 3-5 Yrs. Pure BS for 80-90% of NRI’s. No FI provides that kind of leverage to retail folks. Shows how shallow the influencers are
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jun 12, 2026
RT @paulg: If big companies can’t make a net return on their LLM token costs, that doesn’t mean it’s impossible to. In fact this is exactly…
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jun 7, 2026
🚴🎧 https://t.co/fZz6ZbQyrZ
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jun 5, 2026
https://t.co/3vGM37TASI
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jun 5, 2026
A peep into what makes ASML so special https://t.co/AExrikZJae
— Abhay 🇸🇬🇮🇳 (@Abhay08)
May 31, 2026
Anthropic has Interesting choice of deal structuring between equity and private credit just before IPO, prudent and measured unlike it’s competitor https://t.co/rvbhYgnylK
— Abhay 🇸🇬🇮🇳 (@Abhay08)
May 29, 2026
Why memory is going to be a key driver in the inference stack https://t.co/e5XESZc4p6
— Abhay 🇸🇬🇮🇳 (@Abhay08)
May 27, 2026
Everyone’s obsessing over FLOPs. Benchmarks, leaderboards, token throughput. But here’s the dirty secret nobody in AI infrastructure wants to admit: the memory wall is the real bottleneck, and we’ve been pretending it doesn’t exist. While GPU suppliers print money selling GPUs with ever-fatter HBM stacks, a quiet revolution is happening in how we think about memory hierarchy—and it’s about to reshape the entire inference stack.