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@i_Drohi "@kristjankrizman @ycombinator @zavopay Check how many clients $TOST has"
X Link @i_Drohi 2025-10-15T16:06Z 1606 followers, XX engagements

"@amitisinvesting We buy cooking oil from China From Deepseek to Deep fried"
X Link @i_Drohi 2025-10-14T21:21Z 1606 followers, XX engagements

"Who benefits most Marvell TSMC SK Hynix Advantest & Alchip (Trainium3) lead the pack. Trainium2s surge shows AI chips are a supply bottleneck going against the overcapacity thesis. For details check $MRVL $AMZN #Investing #AI 6/6"
X Link @i_Drohi 2025-09-04T17:27Z 1606 followers, XXX engagements

"@NotesontheNoise Is that why $CRDO is -XX% today 🙄"
X Link @i_Drohi 2025-10-14T20:50Z 1606 followers, XXX engagements

"$AMZN's #Trainium chips are powering AI computation. Designed by AWS Trainium2 accelerates deep learning for LLMs with 30-40% better price-performance than GPUs. Amid datacenter overcapacity talk Trainium is supply-constrained due to massive demand 1/6 #AI #Trainium #AWS"
X Link @i_Drohi 2025-09-04T17:22Z 1607 followers, XXX engagements

"@kshaughnessy2 @DarioCpx Take a look at the number of reports in the Press and sell side pumping $CRWV leading up to Magnetar's unload"
X Link @i_Drohi 2025-10-12T08:15Z 1605 followers, XX engagements

"@ankurnagpal The slope is nice but the y-axis of the graph would've been nicer. So was this a "3-3-2-2" that your cousin VCs would have sneered at"
X Link @i_Drohi 2025-10-15T01:20Z 1606 followers, XXX engagements

"Who builds Trainium2 AWSs Annapurna Labs designs it with $MRVL as the key ASIC partner ($3.4B revenue in 2025). Alchip joins for Trainium3. TSMC handles fabrication & CoWoS-R packaging critical for the chips 96GB HBM3 memory. #SupplyChain #Semiconductors 2/6"
X Link @i_Drohi 2025-09-04T17:23Z 1606 followers, XXX engagements

"@kashyap286 That Guyana oilfield has pretty much been the story at driving the equity in $XOM $CVX and $HES This is what the world turned into this year"
X Link @i_Drohi 2025-09-07T16:15Z 1605 followers, XXX engagements

"Marvells not just chips It provides optical DSPs & Ethernet for Trainium2s data center clusters. $AVGO Wiwynn & Hon Hai also gain from networking & server assembly. Despite overcapacity fears Trainiums demand outstrips supply #Datacenters #AI 4/6 $AMZN $MRVL"
X Link @i_Drohi 2025-09-04T17:24Z 1606 followers, XXX engagements

"@ElijahColeman21 I did something like that in an account and regret it. The 'individual stocks' sleeve has wayyy outperformed the "equities" sleeve (ie index ETF)"
X Link @i_Drohi 2025-10-14T02:22Z 1606 followers, XX engagements