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@itsDanielWu "A thought on $GOOG AI Mode. Would appreciate any alternative perspectives. One perhaps underappreciated capability that AI Mode + AI Max enables is what wed term a platform/advertiser push ad model rather than a user pull model. Meta is the best example of a platform push model where ads are passively served to users based on what Meta thinks will interest the user. Google Search on the other hand is a user pull model where ads are served based explicitly on what the user is actively searching for. We believe the former provides greater incrementality and helps advertisers find customers that"
X Link @itsDanielWu 2025-10-09T22:53Z 1085 followers, 2831 engagements

"Link to our recent writeup on $FICO"
X Link @itsDanielWu 2025-10-08T00:04Z 1086 followers, 1364 engagements

"I dont understand this. They produce Sb2O3. Sb2O3 needs Sb. They dont produce Sb. They have a recycling operation that handles 170k MT of waste and X% is turned back into raw materials majority of which is Pb. How is $CAMB a strategic asset in the vein of $MP or $UAMY Share price has clearly just followed Sb price"
X Link @itsDanielWu 2025-10-14T20:00Z 1085 followers, XXX engagements

"FT just took Jensen Maths and applied it to AVGO. Cant just slap $35B on every GW you hear about. I recall ests couple yrs ago for TPU being 30-50% the price of H100s and I cant imagine thats changed much vs todays GB200 systems. The whole point of ASIC is a specialised (ie narrow capability) chip for known fixed workloads that is cheaper and more efficient than GPU. Google would not be designing TPUs if it cost the same as NVDA GPU. Neither would OAI start on this journey. Metas MTIA (v1 maybe) was rumoured to cost like $1500 and thats an AVGO ASIC project. Thats like XX% cheaper than a"
X Link @itsDanielWu 2025-10-15T21:17Z 1086 followers, XXX engagements

"We just published the Bristlemoon Global Fund Q3 letter. The fund returned XXX% in Sep and XXX% for the quarter. In the letter we discuss our thoughts on $ASML $GOOG $SNPS and $PAR"
X Link @itsDanielWu 2025-10-09T20:27Z 1086 followers, 1432 engagements

"$EFX slides accompanying its VS4.0 pricing announcement are so misleading it's frankly insulting. 1) Saying $FICO raised its price from $XXXX to $XX is very disingenuous. EFX was charging lenders $XX per score because it was marking up FICO's royalty by XXX% and has been clipping this XXX% margin freeriding ticket for decades. FICO going direct is simply taking that markup for itself with no change to what lenders are charged. 2) Suggesting EFX makes $X profit on FICO passthrough vs an incremental $XXXX profit on VS4.0 is comparing apples to a sack of potatoes because that "FICO pass thru at"
X Link @itsDanielWu 2025-10-07T23:52Z 1086 followers, 14.2K engagements