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@firstadopter "I respect Jim. He had an amazing career and some all-time great calls. But he is not technical and doesnt fully understand the current generational computing shift"
X Link @firstadopter 2025-11-08T18:38Z 70.4K followers, 7969 engagements

"The fact that it takes investors losing money in the stock market millions of military and government families on the financial brink and a crippling crisis at our airports risking American lives and the entire economy to get Congress to act is ridiculous. Its reckless. Where is the stewardship"
X Link @firstadopter 2025-11-10T00:18Z 70.4K followers, 11.9K engagements

"Compute costs are SUPPOSED to go down dramatically every year. This shows how AI demand is so overwhelming right now versus supply as reasoning models drive exponential token growth"
X Link @firstadopter 2025-11-10T17:10Z 70.4K followers, 11K engagements

"@gitpushoriginm8 Nvidia Vertiv Oracle EA Credo Nintendo Sony"
X Link @firstadopter 2025-09-10T14:24Z 70.2K followers, 13.6K engagements

"@DKThomp Hopefully politicians figure out the way to lower costs/increase affordability is increase supply reduce regulation lower budget deficits and reduce money printing (no QE need more QT) to lower inflation"
X Link @firstadopter 2025-11-06T14:25Z 70.2K followers, XXX engagements

"@DKThomp @SteveRattner Health insurance costs are going to surge like crazy in 2026. It's going to get bad. Really bad"
X Link @firstadopter 2025-11-06T16:29Z 70.2K followers, 1044 engagements

"@DKThomp @R_Thaler Price controls are a terrible idea"
X Link @firstadopter 2025-11-06T22:40Z 70.2K followers, XXX engagements

"You know what might help the economy Ending the government shutdown and paying the millions of government and military families the salaries they are owed"
X Link @firstadopter 2025-11-07T15:55Z 70.2K followers, 6633 engagements

"Capitalism is good. Capitalism is right capitalism works. Capitalism clarifies cuts through and captures the essence of the evolutionary spirit. Capitalism will win. If you think central planning China can compete with buggy unoptimized AI chips that crash all the time guzzling power against American ingenuity the smartest AI researchers in the world and hundreds of billions of annual capex spending from the most profitable companies in history good luck with that. Sources below: FT me"
X Link @firstadopter 2025-11-06T01:00Z 70.4K followers, 56.5K engagements

"CoreWeave CEO Michael Intrator tells me A100s are sold out across the space. He says when a large cluster of H100s came off contract they were able to get a renewal within X% of original contract price. "Our A100s are sold out. Our L40s are sold out. Our H100s are sold out. Our H200s are sold out. They come off contract they get scooped back up" he said"
X Link @firstadopter 2025-11-11T00:08Z 70.4K followers, 326.8K engagements

"Why AI is Underhyped and Isn't a Bubble Yet Here's why AI isn't a bubble today. I've distilled the data points and ideas from my previous columns and coverage. If you prefer facts and evidence-based reality over vibes and conflated narratives enjoy -Big Tech valuations are reasonable and leverage is low. We're at the beginning of multiple AI super product cycles in the year ahead -We are in the early innings of a technology computing shift to AI the largest in decades. Think 1994 versus 1999. -Every credible source reports overwhelming demand for AI computing capacity. Where is the"
X Link @firstadopter 2025-10-25T18:40Z 70.4K followers, 804.7K engagements

"New Hampshire advertising in NYC after Mamdani victory"
X Link @firstadopter 2025-11-05T16:40Z 70.4K followers, 15.5K engagements

"Are we really going to do this again Seriously"
X Link @firstadopter 2025-11-07T18:38Z 70.4K followers, 62.5K engagements

"At this point we need a government shutdown deal so we can go back to talking about the real AI fundamentals. A shutdown heading into critical shopping season (millions of families not paid) crippling consumer confidence and travel season (unpaid air traffic controllers) would significantly damage the U.S. economy. Are our politicians that dumb and will D.C. be that dysfunctional"
X Link @firstadopter 2025-11-08T13:22Z 70.4K followers, 12.1K engagements

"TSMC CEO C.C. Wei: Jensen asked for wafers Nvidia CEO Jensen Huang: Yes business is very strong and its growing month by month stronger and stronger Even the vibes-based chirpy peanut gallery has to admit this a good sign for AI fundies no"
X Link @firstadopter 2025-11-08T15:16Z 70.4K followers, 74.5K engagements

"Another must read report by @eugenekim222 It is similar to what I've been hearing from AI startups. "AI startup Cohere found that Amazon's Trainium X and X chips were "underperforming" Nvidia's H100 GPUs according to an internal "confidential" Amazon document from July obtained by Business Insider." "Stability AI a well-known startup that generates AI images had similar concerns. It concluded that Amazon's Trainium X chips underperformed Nvidia's H100 GPUs on latency making them "less competitive" in terms of speed and cost the document also warned.""
X Link @firstadopter 2025-11-08T15:47Z 70.4K followers, 75.8K engagements

"Nexon shareholders rn"
X Link @firstadopter 2025-11-08T20:08Z 70.4K followers, 5643 engagements

"Nexon stockholders"
X Link @firstadopter 2025-11-09T00:20Z 70.4K followers, 6553 engagements

"Destroying the U.S. economy threatening family livelihoods and endangering American lives. Washington D.C. do your job"
X Link @firstadopter 2025-11-09T17:36Z 70.4K followers, 11K engagements

"We can't quickly end the shutdown because of shutdown-related flight delays Are you kidding me Axios: "Lawmakers are on a 36-hour notice to return but Speaker Johnson on Monday morning urged his members to get back to DC as soon as possible citing widespread flight delays.""
X Link @firstadopter 2025-11-10T20:44Z 70.4K followers, 3652 engagements

"@RealJimChanos The current supply chain challenge is the pouring concrete part and electric transformers. Power isnt a short term issue though it may become a major problem in a few years (Source: CoreWeave CEO)"
X Link @firstadopter 2025-11-11T00:18Z 70.4K followers, 8297 engagements

"Its sad to see the burn-it-all-down politics gain traction on both sides. Where has our sense of common stewardship and our moral fiber gone It takes a certain kind of craven nihilism to risk American lives as airports seize up and risk an economic meltdown for political gain. People are showing their true character today. You want your policies implemented Two words. Win elections. Then pass legislation. Hurting Americans for political leverage through government shutdowns is not the way"
X Link @firstadopter 2025-11-11T01:12Z 70.4K followers, 5044 engagements

"The stock market's hottest stock Nvidia just got a big new backer"
X Link @CNBCi 2025-11-11T10:55Z 228.6M followers, XX engagements

"Oracle: we just added $XXX billion in AI cloud orders Microsoft: we just added $XXX billion in Azure orders Google: Anthropic chose us for a cloud deal worth tens of billions Amazon: we just built a $XX billion data center for a customer that just ordered tens of billions of Google Cloud One is not like the others"
X Link @firstadopter 2025-10-29T12:36Z 70.2K followers, 97.3K engagements

"Fun fact. BlackBerry shares more than doubled in the year after the iPhone was released before getting crushed. Sometimes Wile E. Coyote investors take a while to realize that the new disruptor is destroying the incumbents business"
X Link @firstadopter 2025-10-31T12:51Z 70.3K followers, 9451 engagements

"Chips might not dip for a very long time"
X Link @firstadopter 2025-10-31T15:59Z 70.3K followers, 5076 engagements

"In a podcast interview with @BG2Pod Sam Altman says OpenAI is doing "well more" revenue than the public $XX billion revenue figure: "Revenue is growing steeply" Later in the segment Alman floats a $XXX billion OpenAI revenue target for 2027"
X Link @firstadopter 2025-11-01T18:22Z 70.2K followers, 25K engagements

"Not great for Qualcomm. Latest reporting from @markgurman "In the fall the company will release new Apple Watches and iPhones as usual. The iPhone XX Pro models will drop Qualcommm modems for Apple's own C1 chip.""
X Link @firstadopter 2025-11-02T14:25Z 70.2K followers, 67.6K engagements

"Amazon deal represents only XXX% of the aggregate value of these three OpenAI deals unveiled since September. That's tiny. Oracle: $XXX billion over five years (WSJ) Microsoft: $XXX billion in additional Azure orders Amazon: $XX billion over seven years"
X Link @firstadopter 2025-11-03T15:44Z 70.3K followers, 11.9K engagements

"I got XX% off my Uber Eats orders today through a sales promotion for my favorite Thai restaurant combined with another XX% discount from Costco Uber gift card balance which I refill every two weeks on top of my monthly credit benefit from American Express. I'm not complaining but I often wonder how much of Uber Eats revenue is subsidized by all these promotions. I would definitely spend less without them"
X Link @firstadopter 2025-11-04T23:08Z 70.3K followers, 9900 engagements

"Does @JordanNanos sleep This is insane. New ClusterMAX GPU cloud ratings are out. The article is more than XXX pages long. Short version: @CoreWeave wins again"
X Link @firstadopter 2025-11-06T18:03Z 70.3K followers, 24.2K engagements

"Can someone explain to me why Sweetgreens sales comps are in freefall Is it premium prices fewer people eating salads the economy or increased competition from other chains Im interested in your personal lifestyle opinions"
X Link @firstadopter 2025-11-07T13:27Z 70.3K followers, 11.2K engagements

"The fact that politicians in Congress get paid while millions of military and government families do not during the government shutdown is unconscionable"
X Link @firstadopter 2025-11-07T16:36Z 70.3K followers, 10.1K engagements

"Id credit OpenAIs o1 and o3 Strawberry releases (thanks Ilya) for sparking the reasoning models exponential compute tidal wave. But yeah similar idea (DeepSeek was a reasoning model too)"
X Link @firstadopter 2025-11-08T13:36Z 70.3K followers, 6621 engagements

"Wait. The same value guys who missed and criticized Nvidia shares and Vertiv stock while they blew out earnings and quadrupled over the past two years are taking victory laps now You can't make this stuff up"
X Link @firstadopter 2025-11-08T16:22Z 70.3K followers, 9007 engagements

"@SemiAnalysis_ Bruh"
X Link @firstadopter 2025-11-08T17:28Z 70.3K followers, XXX engagements

"It's not worth headache to save a bit on cost if the chips are buggy and crash. Nvidia has nearly two decades of bug fixes and optimizations. The question is will AI keep innovating (I believe so) utilizing the flexibility of GPUs. If not (I doubt it) the more fixed function ASICs can start thriving"
X Link @firstadopter 2025-11-08T17:33Z 70.3K followers, 1304 engagements

"Tim Cook says "thank you" eight times in less than two minutes. Incredible"
X Link @firstadopter 2025-09-05T17:13Z 70.4K followers, 6.6M engagements

"You're never gonna believe what happened next"
X Link @firstadopter 2025-11-07T23:48Z 70.4K followers, 73.2K engagements

"Jensen on demand and memory makers SK Hynix Samsung and Micron. Capacity is coming"
X Link @firstadopter 2025-11-08T15:21Z 70.4K followers, 8829 engagements

"Can we freeze the FOR YOU algorithm the way it is now Great job. Its the best its ever been. Please dont change how it works drastically. @nikitabier"
X Link @firstadopter 2025-11-09T15:49Z 70.4K followers, 3237 engagements

"Congress continues to receive pay during the government shutdown while millions of military families and government employees do not. Outrageous"
X Link @firstadopter 2025-11-09T18:22Z 70.4K followers, 7304 engagements

"May I have more wafers"
X Link @firstadopter 2025-11-10T20:55Z 70.4K followers, 5547 engagements

"Same AI skeptics who questioned overall demand are now going to quickly shift and latch on to the demand is too strong for infrastructure buildout thesis after this CoreWeave data center buildout delay arent they"
X Link @firstadopter 2025-11-10T22:44Z 70.4K followers, 8773 engagements

"The funniest thing is once you correct the numbers to per X GPU breakeven cost (57 cents per hour) it makes the GPU economics for the A100 EXTREMELY profitable for the GPU buyers which is exactly what CoreWeave has been saying about the older GPUs"
X Link @firstadopter 2025-10-19T22:51Z 70.4K followers, 30.9K engagements

"How can OpenAI with $XX billion in revenues make $XXX trillion of spend commitments (Source: @BG2Pod ) Sam Altman: First of all. Were doing well more revenue than that. Second of all Brad if you want to sell your shares I'll find you a buyer. I just enough. I think there's a lot of people who would love to buy OpenAI shares. I think people who talk with a lot of breathless concern about our compute stuff or whatever that would be thrilled to buy shares. So I think we could sell your shares or anybody else's to some of the people who are making the most noise on Twitter about this very"
X Link @firstadopter 2025-11-01T16:42Z 70.4K followers, 1.6M engagements

"The life of an 89-year old billionaire. Daily martinis and betting on NFL games (WSJ)"
X Link @firstadopter 2025-11-05T13:19Z 70.4K followers, 172.5K engagements

"If it is a bubble where are all the AI IPOs"
X Link @firstadopter 2025-11-09T20:12Z 70.4K followers, 92.1K engagements

"Im sure all the spreadsheet accountants so confident about their depreciation assumptions predicted the five-year-old A100 GPU would still be utilized and rented for inference today"
X Link @firstadopter 2025-11-10T17:20Z 70.4K followers, 10.1K engagements

"spreadsheet accountant bean counter: whats an A100"
X Link @firstadopter 2025-11-10T17:56Z 70.4K followers, 2485 engagements

"Imagine defending current Xbox management when they accepted this Bethesda management game release schedule forecast"
X Link @firstadopter 2025-11-10T20:29Z 70.4K followers, 5013 engagements

"8 year old TPUs at XXX% utilization. X year old A100 GPUs sold out. Its almost as if there is exponential demand for AI compute from reasoning models and the skeptics may not understand the generational computing shift with their heads stuck inside their spreadsheets"
X Link @firstadopter 2025-11-11T00:57Z 70.4K followers, 42.7K engagements

"Imagine focusing on one quarters static margin during a massive infrastructure buildout in a generational computing shift"
X Link @firstadopter 2025-11-11T11:54Z 70.4K followers, 10.5K engagements

"What is happening"
X Link @firstadopter 2025-11-11T16:24Z 70.4K followers, 35.2K engagements

"OpenAI metrics courtesy of Masa"
X Link @firstadopter 2025-11-11T17:32Z 70.4K followers, 9505 engagements

"AMD ends financial analyst day presentation with a boom. "Clear Path" to more than $XX EPS over the next three to five years. Current Wall Street estimate for 2028 is $XXXXX EPS"
X Link @firstadopter 2025-11-11T21:29Z 70.4K followers, 14.2K engagements