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@superhoogie Avatar @superhoogie asymmetricopportunities

asymmetricopportunities posts on X about gpu, $100150hr, hardware, chips the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

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Mentions: X #

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Followers: XXX #

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Social Influence #

Social category influence finance XXXX%

Social topic influence gpu #1348, $100150hr 3.7%, hardware 3.7%, chips 3.7%, fabs 3.7%, $050hr #1, $104kwh #1, $5991t 3.7%, nhk 3.7%, all the XXX%

Top accounts mentioned or mentioned by @valueinvestjpn @openai @yummycenturyegg @tmtlongshort @gchtrivs @deepvalue000 @hristopelov @ecommerceshares @johnmichaelmur @pplxfinance @kingkhari87 @sama @elonmusk @scaling01 @kimmonismus @aiforsuccess @iruletheworldmo @teknium1 @markk @sundarpichai

Top Social Posts #

Top posts by engagements in the last XX hours

"Obsolete 5-year-old A100s today: Book value (depreciated): $0-3000 Secondary market: $12000 (4x book) Still renting: $1.00-1.50/hr"
X Link @superhoogie 2025-10-12T14:18Z XXX followers, XX engagements

"The bear case: AI data centers understate depreciation and future capex GPUs go obsolete in a year old hardware is worthless TSMC operates semiconductor fabs that are fully depreciated on their booksaccounting value of zero. Yet these same facilities manufacture billions in chips every year. GPU data centers work the same way. Heres why the bear case doesnt add up: 🧵"
X Link @superhoogie 2025-10-12T14:18Z XXX followers, XX engagements

"Unit economics are strong even with very pessimistic assumptions: A100 GPU rental pricing : $0.50/hr (spot range is $0.50-1.50) Electricity: 20c/kWh (400W at 1.2x PUE = 10c/kWh) Result: XX% gross margin Power would need to hit $1.04/kWh to kill CF. EIA Industrial average power prices are 4-5 cents/kWh. These are X year old assets"
X Link @superhoogie 2025-10-12T14:18Z XXX followers, XX engagements

"NHK Spring (TSE: 5991): AI data-center storage supplier in a global duopoly trading at XXXX forward EPS AI is no longer just compute. It is a content factory. That is the driver of an expanding nearline HDD TAM and NHK Spring sits at the choke point. Key drivers fast: X. Multimodal content explosion video audio and 3D raise retained data per model by orders of magnitude. X. Drive-level density OEM moves to Ultra-SMR and HAMR plus multi actuator designs push suspensions per drive from XX toward XX. X. Scale-out nonlinearity campus builds increase capacity far faster than unit counts creating"
X Link @superhoogie 2025-10-14T22:16Z XXX followers, XX engagements

"Jim when evaluating the GPU market which matters more: the depreciation schedule on a GAAP income statement or the actual cash these assets generate I think the answer to that question reveals whether we're looking at a bubble or a misunderstood cash-flowing asset class. I'm open to being wrong on this what am I overlooking Full analysis here:"
X Link @superhoogie 2025-10-10T21:07Z XXX followers, XX engagements

"I contend that a key pillar of the bear case is rapid GPU obsolescence which the numbers do not support. Full analysis with all the numbers:"
X Link @superhoogie 2025-10-12T14:18Z XXX followers, XX engagements

"Current market rental rates confirm this: A100 spot/batch: $0.50-$1.50/hr A100 on-demand: $1.30-$1.80/hr Hyperscaler rates: $3-$5/hr If A100s were truly obsolete rental rates would drop to the marginal electricity cost (400W x XXX PUE x $0.20/kWh = 10c/kwh). Instead they are being rented out at 15-25x higher rates because they generate real value"
X Link @superhoogie 2025-10-10T21:07Z XXX followers, XX engagements