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@Arunabh85992578 "(4) With Tr3 Alchip is back. It's clear from a whole host of checks up and down the ecosystem that Alchip is winning Tr3 - CoWoS orders Accton check Taiwan locals in TSMC Annapurna (AWS design team) checks etc. This is very well known in Taiwan & most US buyside already"
X Link @Arunabh85992578 2025-09-11T13:22Z XXX followers, XXX engagements

"@sama - X key hard/real-life constraints facing OAI today. Power Foundry (both front-end/back-end CoWoS) Memory (DRAM HBM NAND) & $$. My guess is that this is the order of the bottlenecks. What's your take"
X Link @Arunabh85992578 2025-10-14T08:19Z XXX followers, XX engagements

"(20) This mirrors what Google is trying to do with Mediatek to break free from $AVGO's clutches (Mediatek to do the I/O die in TPU V7e). Tr3 seems to be doing well on chip level testing but rack level testing and performance remains to be seen"
X Link @Arunabh85992578 2025-09-11T13:22Z XXX followers, XXX engagements

"Thoughts on Alchip ($3661 TT Equity). (1) This is an ASIC design company based in Taiwan. No IP no front-end capabilities. They do only back-end design which is a relatively laborious/mundane/low value add portion of ASIC design. MCap = 10.5Bn$"
X Link @Arunabh85992578 2025-09-11T13:22Z XXX followers, XXX engagements

"The whole $MRVL call is such a pump. Rare to see a CEO so brazenly talk up his stock w/o actually saying much. Felt like the whole call was to address @insane_analyst posts on Marvell.but he didn't actually say/confirm anything"
X Link @Arunabh85992578 2025-09-24T17:56Z XXX followers, 4019 engagements