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@RihardJarc Avatar @RihardJarc Rihard Jarc

There is no news about Rihard Jarc. The provided tweets appear to be about tech companies, AI, and semiconductor stocks, but do not mention Rihard Jarc. No summary is possible based on the given context.

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Social category influence stocks #3876 technology brands finance #4718

Social topic influence $googl #2015, $nvda #89, $amd #243, nvda #18, $googls #1, $meta #4, $msft #16, meta #1063, open ai #612, $amds #4

Top assets mentioned Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Metadium (META) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) Apple, Inc. (AAPL) Micron Technology, Inc. (MU)

Top Social Posts #

Top posts by engagements in the last XX hours

"I just published my cautious view on the current state of the AI market & why I have trimmed or sold many of my positions. - We are running out of organic capital - GPUs are a fast-depreciating asset - Valuations are factoring in a very small chance of things slowing down"
X Link @RihardJarc 2025-10-09T15:05Z 62.1K followers, 190.2K engagements

"@throwabull In the short-term not that much outside of $GOOGL. Have trimmed all other positions significantly and have low exposure and a big cash position right now"
X Link @RihardJarc 2025-10-06T14:04Z 62.1K followers, 16.6K engagements

"I have increased my portfolio positions in the semiconductor layer recently with $TSM $NVDA and $AMD buys as I believe we are severely underestimating where we are in this AI cycle. We are still in the era where we are looking at AI from a Search information retrieval lens (hence all the focus around LLMs replacing $GOOGL Search etc) but we will soon enter an era where the AI does things (is a worker assistant etc.). The TAM of information retrieval is well known as you can think of something like a $GOOGL Search but the TAM of doing things is an order of magnitude larger and investors have"
X Link @RihardJarc 2025-07-25T11:23Z 62.1K followers, 51.5K engagements

"Sora and ChatGPT have both overtaken $GOOGL's Gemini in top downloads in the U.S. again. Now comes the ultimate test for $GOOGL. If Gemini XXX is ready and is supposed to be as good as some rumors say the timing is perfect. As Sam Altman said himself: "Momentum is critical. Dont lose it.""
X Link @RihardJarc 2025-10-07T18:34Z 62.1K followers, 34.5K engagements

"Some interesting comments from a Former $GOOGL employee who worked on chips on the TPU/ $NVDA debate: X. According to him $GOOGL's TPUs are from 25-30% to 2x better compared to $NVDA depending on the AI use-case. X. He mentions that TPUs are not just built for inference but for both training and inference. The last generation V6 Ironwood is more specifically built for inference but the prior designs were built for both. X. He mentions that there are currently customers who actively use $GOOGL TPUs for both training and inference. The data that he saw says that TPUs have a 2-4% market share in"
X Link @RihardJarc 2025-09-30T14:26Z 62.1K followers, 135.5K engagements

"The biggest vertical for $META is probably a similar dynamic to OAI's e-commerce feature where they can take a % of the actual sales conversion instead of just ads. Secondly for $META it's WA and the monetization around customer service & sales agents there. Then you also have increased budgets from advertisers' savings on ad creative etc. Not to mention smartglasses"
X Link @RihardJarc 2025-10-07T15:20Z 62.1K followers, 4834 engagements

"$GOOGL's TPUs will in the long run probably turn out to be one of their best investments in history. - $GOOGL processes over XXX quadrillion tokens/month - OpenAI's API processes XXX trillion/month $GOOGL with AI overviews and Gemini is already showing you how cost/effective you can run GenAI with the help of TPUs at enormous scale"
X Link @RihardJarc 2025-10-13T13:59Z 62.1K followers, 107.3K engagements

"$ORCL: "In the three months that ended in August Oracle generated around $XXX million from rentals of servers powered by Nvidia chips and recorded a gross profit of $XXX millionequal to XX cents for every $X of sales the documents show. Thats lower than the gross margins of many nontech retail businesses." (the Information). Yeah the alt data was showing that $ORCL was doing heavy discounting and operating on a thin margin but they are not alone; Neoclouds are similar. Doesn't help if you have a concentration of X clients being almost all of your demand. Let's see how the market will digest"
X Link @RihardJarc 2025-10-07T15:41Z 62.1K followers, 71.7K engagements

"Sold out of my $AMD $TSM and $NVDA position today. Yes I am a big long-term believer in AI and the effects of it but I am also a realist and a rational investor. I will be publishing an article this week sharing in detail my thoughts and some of the newest alternative data"
X Link @RihardJarc 2025-10-06T13:45Z 62.2K followers, 330.5K engagements

"An interview with a former OpenAI employee that came over the weekend confirming my hunch which I already wrote about in the article last week that the biggest friction between OpenAI and $MSFT is around infrastructure capacity: X. OAI requests were "leading to massive amounts of CapEx potential that $MSFT would be on the hook for" X. "Microsoft is getting a request from its biggest customer/investment that they want an almost inexhaustible amount of GPUs. That's fine in terms of predicting your demand for a one-year period from today say but what about in the year 2029 when you end up having"
X Link @RihardJarc 2025-10-13T14:27Z 62.1K followers, 115.6K engagements

"It seems $META's Ray Ban Display glasses sold out in many stores. The glasses are already selling at a premium on secondaries"
X Link @RihardJarc 2025-10-01T17:44Z 62.1K followers, 25.1K engagements

"A Former $MSFT employee who worked with OpenAI on the $MSFT side shares some really interesting views on the relationship between OAI and $MSFT and why he thinks $GOOGL Cloud is the next wave: X. In his view there is a plateau as of GPT XXX. forward in terms of training. He thinks that GPT-5 is GPT XXX. with a router on top of it. That thing was failing and they had to go to essentially a router system. X. One of his goals at $MSFT was to babysit the OpenAI IP. If OAI declared AGI tomorrow $MSFT should be able to code up ChatGPT. He thinks that $MSFT has a good view into the algorithms and"
X Link @RihardJarc 2025-09-19T12:58Z 62.1K followers, 292.5K engagements

"An interesting comment from a Former $META employee. ENERGY is the biggest bottleneck right now. Even if $META wants to spend $100-$150B on CapEx for AI infrastructure they can't. It is not just $NVDA. Transformers power equipment cooling equipment and the availability of power it is all limited right now. Schneider Electric is completely booked until 2030. Even if you have the money you can't spend it"
X Link @RihardJarc 2025-07-29T15:13Z 62.1K followers, 1.5M engagements

"The problem with $META is that Zuck has publicly stated that $META will have by far the greatest compute per researcher. Now that OAI has made a series of crazy and huge deals with $NVDA and $AMD Zuck will IMO double down and put a heavy CapEx number on their next earnings call. Zuck has recently said on a podcast that even if we are in a bubble he is willing to overspend a few hundred billion rather than lose the AI race. While $META shareholders want $META to succeed in AI trying to mirror the size of OAI's commitment to spending at this stage is IMO not reasonable and won't be met with"
X Link @RihardJarc 2025-10-07T15:11Z 62.1K followers, 96.2K engagements

"@carl_invests What's the point of this announcement other than to lift the price of $AVGO it seems"
X Link @RihardJarc 2025-10-13T13:14Z 62.1K followers, 2379 engagements

"Jensen's comment about $NVDA regretting that they didn't invest in OAI earlier is a bit weird to say the least because at the same time yesterday with Cramer he said: "We are going to potentially invest in OAI" If $NVDA truly only wanted OAI's equity for the sake of that equity raising in value in the future (like a normal investor would) they would invest $100B in OAI today at the current valuation without any Gigawatt conditions. Instead the deal they have is that $NVDA will potentially invest $10B for every 1GW up to $100B because $NVDA's true goal is not really OAI's equity but rather"
X Link @RihardJarc 2025-10-08T12:45Z 62.1K followers, 32.7K engagements

"To be honest I am worried about all of this spending and the way these deals are structured. The fact that buyers and sellers are starting to mix equity and all this other stuff is just telling at the stage we are in. We are past the transparent part of I buy & you sell"
X Link @RihardJarc 2025-10-06T11:03Z 62.2K followers, 38.4K engagements

"I think the hyperscalers $AMZN $MSFT and $GOOGL need to keep a very close eye on the market right now as the oligopol can change in the future. And it's not just $ORCL and the neoclouds with these hundreds of billions flying around for data center buildouts AI labs like OAI or xAI might become competitors of hyperscalers in the future. I wrote about this a few days ago based on an interview on AlphaSense with an $NVDA employee who said that xAI essentially wants to sell compute and become the next $ORCL. This was confirmed yesterday by Jensen on the BG2 pod"
X Link @RihardJarc 2025-09-26T15:13Z 62.2K followers, 9475 engagements

"The fact that $AMD had to give up equity to a buyer is disappointing as I was expecting their MI400 series to get enough demand by itself without having to give equity as we are supposed to be in a chip/GPU-constrained environment In reality we are not chip/GPU-constrained anymore but we are POWER-constrained. The second problem is that the deal for $AMD's MI400s series is expected to get the first order for 1GW of chips filled in the 2nd half of 2026. $AMD's "order" is still a year away from being truly filled and that is a big if as the market still needs to be this generous at that time to"
X Link @RihardJarc 2025-10-07T12:55Z 62.1K followers, 47.6K engagements

"@AlexBriz1 Yes. I am confident I will be back in $TSM one day but right now I believe things are to hype in the sector and the valuations have priced in a lot"
X Link @RihardJarc 2025-10-06T14:28Z 62.1K followers, 10.6K engagements

"It's not about GPUs anymore; it's all about POWER. A comment from a $GOOGL employee working on datacenters: Getting GPUs and TPUs is not a bottleneck. "Power lack of available power reliable power has become the biggest bottleneck for us." on @AlphaSenseInc"
X Link @RihardJarc 2025-10-02T13:12Z 62.1K followers, 819.4K engagements

"Ok all great but where is the MONEY going to come from OAI now with Stargate $NVDA and now $AMD has said to spend and build 26GW of data centers in the next few years. 1GW = $60B. So the total "committed" spend is now at $1.56T. In the last X years $AAPL $AMZN $META $MSFT and $GOOGL have generated a TOTAL of $1.4T of FCF in those X years"
X Link @RihardJarc 2025-10-06T11:26Z 62.1K followers, 263.7K engagements

"Just add the full context please. I went back into $GOOGL stock price was at similar levels as I sold In the meantime my position in $META did better. I also did a full article covering why I went back in Google. I am not saying at all that I am right in fact I make tons of mistakes. For me the most important thing is to take in facts & data and learn and change your thesis if neccesary. Be wrong but dont stay wrong Just sharing openly what I am doing but everyone should do what they feel best suits them"
X Link @RihardJarc 2025-10-06T14:26Z 62.1K followers, 21.5K engagements

"I published one of the most comprehensive pieces covering $NVDA's moat & $AMD's chance. - CUDA vs ROCm - Scale up & Scale out - Energy limits - Inference - Risks & CapEx The article includes alt data interviews with former employees and much more. Truly worth the read"
X Link @RihardJarc 2025-08-22T13:49Z 62.2K followers, 68K engagements

"Big deal OpenAI and $AMD. OAI could take a XX% stake in $AMD. OAI will deploy up to X GW of $AMD GPUs over multiple years beginning in 2026 with X GW. Damn in $NVDA's case OAI buys $NVDA chips and $NVDA gets stake but in $AMD's case OAI buys $AMD but $AMD must give stake"
X Link @RihardJarc 2025-10-06T10:58Z 62.1K followers, 59.6K engagements

"Some great insights from an $MSFT employee working at Azure on the use of $NVDA or $AMD in inference (CUDA networking etc.) : X. He mentioned that $NVDA is 2x the performance per dollar versus $AMD right now. He still views $AMD's hardware as behind two generations especially when it comes to interconnected systems like $NVDA's GB200 NVL72. X. While each $AMD as a standalone GPU has a slightly higher memory footprint compared to $NVDA the problem is that $NVDA is connecting XX GPUs while $AMD doesn't have the capability to do that yet. So the argument that $AMD has more memory is in his view"
X Link @RihardJarc 2025-08-04T13:10Z 62.2K followers, 125K engagements

"@gadawgck Thank you. Not sure who ends up on top but I still have a significant position in $GOOGL yes. Main reasons are $GOOGL's execution and its TPU infrastructure. People underestimate how important and big TPUs will turn out to be"
X Link @RihardJarc 2025-10-10T13:22Z 62.2K followers, XXX engagements

"A very informative interview with an $AMZN AWS Head explaining the usage of AI on AWS and Anthropic: X. The amount of their API calls going to Anthropic is now around XX% down from nearly XXX% a year ago as $AMZN has expanded its own models and tested alternatives. He still mentions that the absolute volume of Anthropic calls has continued to surge even as its share of the total has declined. X. He notes that API usage for applications like Amazon Q and AWS Transform has surged over the past two years increasing by roughly 50-100 times. What started as simple POCs and internal playgrounds"
X Link @RihardJarc 2025-10-01T13:49Z 62.1K followers, 55.8K engagements

"$MU just raised its guidance: -Revenue for this Q between $11.1B-$11.3B up from its prior guidance of $10.4B-$11B. - EPS for this Q between $2.78-$2.92 up from its prior guidance of between $2.35-$2.65"
X Link @RihardJarc 2025-08-11T12:15Z 62.1K followers, 11.6K engagements

"Reading the interview of Altman on Stratechery I think OAI's next move in the coming months will be to announce that they intend to build nuclear SMRs for themselves and that is how they are going to get the GWs of energy for their direct chip deals. From the interview it was also interesting to see that Sam is very skilled in fundraising and sees this moment as a once-in-a-lifetime opportunity for OAI. If investors continue to give him the money he will continue to take it as much as he can. YOLO AI"
X Link @RihardJarc 2025-10-08T14:30Z 62.1K followers, 63.6K engagements

"Another announcement $AVGO and OpenAI deal for another 10GW of capacity. So add $500B-$600B of additional investments to the $1.5T number from OAI already. Sure why not go to $2T from $1.5T who cares"
X Link @RihardJarc 2025-10-13T13:08Z 62.1K followers, 50.3K engagements