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@techfund1 "More background on why Guggenheim reached the conclusion that OpenAI will likely be moving away from $DDOG: "OpenAI has already completed building and testing the internal observability solution onto which Datadog workloads will move. In fact a recent video called Scaling Clickhouse to Petabytes of Logs at OpenAI shows members of technical staff at OpenAI discussing an internal observability solution built on Clickhouse which we believe corroborates our view. Meanwhile the company may be evaluating other more cost- effective alternatives to other Datadog functionalities. We believe this would"
@techfund1 on X 2025-07-13 16:25:10 UTC 11.2K followers, 11.7K engagements

"Director at Micron on why Samsung has been struggling in HBM with $NVDA"
@techfund1 on X 2025-07-16 08:42:28 UTC 11.2K followers, 25.1K engagements

"Semis on Fire - TSMC Broadcom & A New Niche Semi Winner From AI"
@techfund1 on X 2025-07-21 08:56:15 UTC 11.2K followers, 4324 engagements

"Deutsche initiation on Micron $MU We are launching coverage of Micron (Ticker: MU) with Buy rating and $XXX price target. We are constructive on both the cyclical and secular setup facing Micron. On the secular side we believe High Bandwidth Memory (HBM) is an underrated driver of gen/gen AI processor performance improvements and believe growth in HBM bits and ASPs should drive DRAM revenue growth (75% of MU revenues) and profitability above historical levels. We believe Micron will be a particular beneficiary of this trend with HBM revenues expected to rise to XX% of sales by CY26E (from 0%"
@techfund1 on X 2025-07-13 07:48:16 UTC 11.2K followers, 19.7K engagements

"ASML CEO bullish on litho intensity in DRAM roadmap with more EUV layers at next 3-5 nodes. This is v positive long term as AI is highly DRAM intensive with HBM"
@techfund1 on X 2025-07-17 10:35:03 UTC 11.2K followers, 10.8K engagements

"Account manager at neo-cloud Lambda: "No slowdown in Nvidia demand. Hyperscalers are trying to deploy as much Blackwell as they can. More available supply for H100 so pricing is coming down." (call this week via Tegus)"
@techfund1 on X 2025-07-19 17:04:37 UTC 11.2K followers, 1933 engagements

"TSMC shipped a whopping XXX million wafers last quarter. However wafer shipments are still below the covid semi peak of Sept XX meaning that all revenue growth since '22 has been driven by wafer mix - i.e. selling more N3 & N5 wafers vs N7 & N16 wafers"
@techfund1 on X 2025-07-18 09:14:50 UTC 11.2K followers, 1741 engagements

"UBS on OpenAI potentially moving away from $DDOG: We understand that OpenAI has at least two observability platforms including a custom-built one for model monitoring and Datadog (and others) for monitoring how OpenAIs products are interfacing with its GPU infrastructure. Some of the clues picked up by the Street (such as OpenAI observability job postings or OpenAIs use of ClickHouse) may relate to parts of OpenAIs observability stack that have nothing to do with Datadog. Our checks suggest that while OpenAI is very focused on driving infra efficiency gains (cost cutting) there is no motion"
@techfund1 on X 2025-07-21 13:57:47 UTC 11.2K followers, 4330 engagements

"$DDOG is losing its largest customer OpenAI. From Guggenheim: We are downgrading shares of DDOG from Neutral to Sell and introducing a PT of $XXX ahead of potential significant optimization by OpenAI which we believe is Datadogs largest customer. Our tactical positioning is based on our belief that OpenAIs observability software roadmap is shifting towards more cost efficient in-house managed technologies and our model setup that indicates 2H risk. We dont believe this is representative of broader enterprise trends; rather OpenAI is an outlier in terms of its hypergrowth and associated"
@techfund1 on X 2025-07-13 08:10:58 UTC 11.2K followers, 30.8K engagements

"@smart_kai_ A lot is being transferred over but N2 and N3 are much more semicap intensive - thats why capex is moving up so much"
@techfund1 on X 2025-07-18 17:32:06 UTC 11.2K followers, XX engagements

"Netflix has started using AI to create special effects - 10x faster and massively lower cost. The AI generated a collapsing building in Buenos Aires which otherwise would not have been possible with a show of this budget"
@techfund1 on X 2025-07-20 16:33:47 UTC 11.2K followers, 3669 engagements

"A bull case for Semicap in X charts - $ASML $LRCX $AMAT $KLAC Tokyo Electron etc: 1) TSMC is planning a wave of capex in the coming years with the buildout of leading edge fab clusters in Taiwan and the US:"
@techfund1 on X 2025-07-18 10:39:08 UTC 11.2K followers, 3142 engagements

"SAP is seeing XX to XX% productivity gains with AI in coding digital sales engagement and HR. SAP has always struggled with margin expansion as costs grew in line with revenues but with AI productivity there is a clear bull case on margins. These are extremely sticky software products which are very hard to rip out and replace at customers so SAP remains well positioned to expand at customers while optimizing its cost base"
@techfund1 on X 2025-07-23 10:35:39 UTC 11.2K followers, 3397 engagements