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@PostPCEra "@deedydas OpenAI valuation of 41x Revenue multiple looks compared to many small players in list. as OpenAI locked in agreements with NVDA $AMD BroadComSamsung/Hk Hynx ( HBM) Oracle ( data centers) and soon with a Power Utility provider .all set for next VC round @ $XXX B valuation"
X Link @PostPCEra 2025-10-14T05:46Z XXX followers, XXX engagements

"@svpino great mental model for "Agentic coding" Vs. "Tab coding" Mode 1: AI writes the code and the human copilots. Mode 2: The human writes the code and AI copilots. These two are very different. One doesn't replace the other. Professional developers use both"
X Link @PostPCEra 2025-10-15T20:21Z XXX followers, XX engagements

"@silicon_signals in X months everybody will offer "AI inside your apps" suites: - Google AWS MS Anthropic OpenAI and add players like @useMotion Google and AWS want AI inside your apps. Gemini Enterprise: unified no-code workbench that links Gemini to Workspace MS XXX and Salesforce;"
X Link @PostPCEra 2025-10-12T13:01Z XXX followers, XX engagements

"@kimmonismus developers preference of AI subscriptions Claude code Cursor Open AI codex/ChatGPT $XX subscription after all this lost ground Github wanted to do some thing"
X Link @PostPCEra 2025-10-12T17:33Z XXX followers, XX engagements

"@bookwormengr @SemiAnalysis_ top quality "AI app layer leaders" such as these are the ones who is going to capture major economic value from AI while still proving customers great business value @useMotion @clay @FrontHQ OpenAi's 2024 revenue was 4B If Epoch AI is right their inference bill was 2B"
X Link @PostPCEra 2025-10-12T13:11Z XXX followers, XXX engagements

"@itsclivetime "Custom accelerators combine remarkably well with standards-based Ethernet scale-up and scale-out networking solutions to provide cost and performance optimized next gen AI infra. Racks include Broadcoms Ethernet PCIe &optical connectivity solutions"
X Link @PostPCEra 2025-10-14T02:26Z XXX followers, XX engagements

"@vasumanmoza SWE "LLM milking" skill-level rating: XXX to be considered as good Developer *Pickleball player skill-level ratings : XXX (beginner) to 5.5+ (pro) XXX players: more consistent and can hold their own in a dink rallyhave a more reliable third-shot drop"
X Link @PostPCEra 2025-10-12T12:45Z XXX followers, XX engagements

"@racetrack275 @zephyr_z9 I guess it is really chip foundry capacity issue to manufacture those many HBM4 chips. once the SK Hynix Micron $MU and Samsung the top X HBM players make their designs and testing final it is foundry capacity Intel $INTC foundries may get some boost from this situation"
X Link @PostPCEra 2025-10-06T18:55Z XXX followers, XXX engagements

"@ai_for_success GLM-4.5 is agentic modal easily swap Claude Code with GLM-4.5 Pro Plan $15/mon: XXX prompts every X hours (3 quota of Claude Max 5x) API : $0.60/$2.20 Z .ai raised $1.5+ billion from AlibabaTencent"
X Link @PostPCEra 2025-10-13T14:49Z XXX followers, XX engagements

"@MikeLongTerm @Meta X. Meta's Role for $AMD FY 2026 revenue 588235 x $35000 = $20.5B Total $META revenue would be $28B X. Meta's Role in Advancing AMDs ROCm Co-Development: Metas engineers collaborated with AMD to optimize ROCm for ORW-based racks ensuring compatibility with MI450 GPUs"
X Link @PostPCEra 2025-10-16T01:13Z XXX followers, XXX engagements

"@BourbonCap 👍Semiconductor Supply Chain US dominates chip design EDA/IP and equipment/tools: Chips design: $NVDA $AMD EDA/IP: $CDNS $SNPS equipment/tools: $AMAT $ASML $LRCX $KLAC"
X Link @PostPCEra 2025-10-15T22:18Z XXX followers, XXX engagements

"@StockSavvyShay Next wave lining up: Battery metals $NMG $NVX $MTRN $ELBM Copper $SCCO $HBM $FCX $IE $ERO $TGB Lithium $ALB $SQM $SGML $RIO $IONR $ATLX Rare earths $USAR $IDR $CRML $TMRC $UAMY $NB $AREC $PPTA $TMC $UUUU $IPX Uranium $CCJ $LEU"
X Link @PostPCEra 2025-10-13T00:51Z XXX followers, XXX engagements

"@ai_for_success two performant & cheaper alternatives to "the Big 3" models kimi-k2 exceptional coding and agent capabilities API: $0.6/$2.5 (kimi-k2-0905-preview) GLM-4.5 agentic - easily swap Claude Code with GLM-4.5 - API : $0.60/$2.20"
X Link @PostPCEra 2025-10-13T15:58Z XXX followers, XXX engagements

"@bookwormengr based on the progress of the AMD MI450 rackscale server project Wall st. will reward AMD by Q1 2026 These servers allow the memory of all the 72GPUs to act as a single giant memory allowing users to run long context inference with very large Mixture of Expert (MoE) models"
X Link @PostPCEra 2025-10-14T20:19Z XXX followers, XXX engagements

"@ShamimEntrprss @StockSavvyShay agree: margin compression for chip designers ($NVDA $AMD $MU .) but volume explodes (no. of units) disagree: Edge computing will capture big pie of AI deployment value reason: even if we get to "Her(2013) movie" level of personal AIprocessing is in Data center not on Phone"
X Link @PostPCEra 2025-10-13T18:56Z XXX followers, XXX engagements

"@SergeyCYW Nebius Group $NBIS leads with +215% forecasted growth for 2026anchored by a $19.4B Microsoft partnership and NVIDIAs strategic stake CoreWeave $CRWV follows with +130% growthpowering OpenAIs next-generation models through a $22.4B multi-contract portfolio &250k NVIDIA GPUs"
X Link @PostPCEra 2025-10-15T19:04Z XXX followers, XXX engagements

"@balajis EV uses $XXXX kg of rare earth elements costing $100-300 USA govt should mandate: X. guaranteed floor-price of XXX% to XXX% (of current prices) for non-China produced rare earths till 2040 X. all industries must use non-China rare earths when available"
X Link @PostPCEra 2025-10-12T14:12Z XXX followers, XX engagements

"@SergeyCYW By owning the stack end to endpower land and computeIREN captures margin others give up. Bitcoin mining funds the build AI drives the future"
X Link @PostPCEra 2025-10-13T19:42Z XXX followers, XX engagements