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@bubblebabyboi "Does Tesla really have the best hardware engineers In my head I was going to guess Broadcom Apple & Intel"
X Link @bubblebabyboi 2025-10-14T20:33Z 23.3K followers, 8698 engagements

"Macro economist Roon with a truth nuke. He glorifies the billboard but forget the steel that holds it up. No iron; no racks; no plants no GPUs; no power no roon. Surplus value still wears a hard hat"
X Link @bubblebabyboi 2025-10-15T16:48Z 23.3K followers, 10.7K engagements

"Software engineers have negated every advancement in transistor density computer architecture compilers and computer networking over the past XX years"
X Link @bubblebabyboi 2025-10-14T04:53Z 23.3K followers, 744.1K engagements

"@anissagardizy8 @AnitaRamaswamy @coryweinberg What are Coreweaves and Nebius margins Seems like neocloud is a competition down to zero long term"
X Link @bubblebabyboi 2025-10-07T19:47Z 23.3K followers, 7528 engagements

"Yeah I guess you got a point. I mean if youre trying to become a world class mathematician that can win a Fields Medal you need to start early or else you might not have a chance. SIKE Last person to win a fields medal didnt even major in math in college he majored in Journalism He didnt start doing any real math until his checks notes 6th YEAR IN COLLEGE. You can literally GRIND your way to ANYTHING"
X Link @bubblebabyboi 2025-10-06T03:13Z 23.3K followers, 723.8K engagements

"People are unfollowing me because of this lol"
X Link @bubblebabyboi 2025-10-15T15:50Z 23.3K followers, 8126 engagements

"@meta_boli Apple is good Nvidia clocks at fucking XXX MHz lol AMD cant beat Intel on clock speed. So yeah Intel is miles above the crowd on PD"
X Link @bubblebabyboi 2025-10-15T04:49Z 23.3K followers, 2201 engagements

"Wake me up when its on 18a"
X Link @bubblebabyboi 2025-10-17T16:22Z 23.3K followers, 2348 engagements

"I honestly think you could beat every quantum computer today with just a rack of FPGAs"
X Link @bubblebabyboi 2025-10-14T04:49Z 23.3K followers, 71.1K engagements

"Stanford & Berkeley are like the only universities left in the world that can design fast chips. There is also like this one professor at Yale who can too but its just him hes the whole ECE department. Its a real problem in my eyes because we need to train the next generation of computer engineers to make a ton of chips. And outside of Broadcom Intel & Marvell very few are capable of the physical design skills necessary to make fast chips. In the next twenty years its possible that physical design will be so automated but still mediocre that we are just stuck with mid basic ass chips. It"
X Link @bubblebabyboi 2025-10-15T00:46Z 23.3K followers, 162.4K engagements

"@felpix_ Ive never looked up my net worth. I won so much real estate cars and spend and make so much money its really volatile"
X Link @bubblebabyboi 2025-10-14T04:32Z 23.2K followers, XXX engagements

"If you are graduating college in 2026 you have three career paths: -Underpaid entry level matcha dispenser to the wealthy white girl SUV caste -YC GPT Wrapper Entrepreneur -Bubble (bad) / Theil (Evil) Fellow -Borderline Schizo Quantitative that can past the XX round Jane Street Rain Man Interview"
X Link @bubblebabyboi 2025-09-10T17:52Z 23.2K followers, 152.4K engagements

"Thank you Super Woke. Common misconception. Good chip designers make chips go 🏎🏎🏎 This is why an Intel i9 1900KS is still in the top X on single threaded performance despite being on a shit Intel XX nm node its still beating chips made on X nm and more advanced"
X Link @bubblebabyboi 2025-10-15T05:27Z 23.3K followers, 5979 engagements

"This is how you join the permanent under class"
X Link @bubblebabyboi 2025-10-14T22:54Z 23.3K followers, 6176 engagements

"Please stop commenting on my posts comparing Intel & AMD. AMD has had the past X years to catch up to Intel on architecture and they still havent. Intel is still smacking them in single core performance despite being handicapped by being stuck on worst nodes. Panther Lake is clocking at X GHz for a server CPU. Please dont talk when you dont know what youre talking about listen to me you may learn something"
X Link @bubblebabyboi 2025-10-15T05:17Z 23.3K followers, 22.9K engagements

"My goal in life is to be the best hardware engineer in the world. This is my ninja way like Naruto"
X Link @bubblebabyboi 2025-10-14T20:25Z 23.3K followers, 3617 engagements

"OpenAI doesnt have $XXX billion dollars and that money is gated by Nvidia $XX billion at a time based on gigawatt buildout. Its on OpenAI to deliver it. They dont have the money for the AMD deal its an option for XX% of the company they dont own it yet. Sam has crossed the one person you dont cross. He only exists because Jensen says so. Its going to get ugly here"
X Link @bubblebabyboi 2025-10-06T18:26Z 23.3K followers, 405.3K engagements

"Im up XX% today. Going to retire once Intel hits $XX a share"
X Link @bubblebabyboi 2025-10-15T18:58Z 23.3K followers, 13.9K engagements

"The problem is there is a happy medium called get rich relatively quickly. X. Be the best you possibly can be at your skill constantly grind and try to be top X% your income will scale faster than investment returns. The ROI on getting good at what you do is the highest investment return in the world. X. Use leverage. People think leverage is scary because they dont understand it. All businesses use this if your interest on margin is X% and you are getting XX% returns you should leverage them. Also use leverage/debt for any big purchases. Your better off investing excess cash in productive"
X Link @bubblebabyboi 2025-10-12T16:09Z 23.3K followers, 34.8K engagements

"@SinghJyotirmai John Hennessy is pretty good lol"
X Link @bubblebabyboi 2025-10-15T01:31Z 23.3K followers, 5579 engagements

"@notsheesh0 Bruh imagine we did a wafer scale chip our first year. The world would fall apart"
X Link @bubblebabyboi 2025-10-15T04:47Z 23.3K followers, XXX engagements

"Hahaha this is soo good hahahahaah. MORE MORE MORE. I WANT MORE YUM YUM 😋"
X Link @bubblebabyboi 2025-09-30T17:13Z 23.2K followers, 439.2K engagements

"@rodolfor Ive met like two people who did EE in Albania and they were 100x better than me. You really didnt go to school there unless you were really smart and for engineering of all things"
X Link @bubblebabyboi 2025-10-15T15:57Z 23.3K followers, XXX engagements

"The funniest part about this is he assumes anyone thought tech was high status. It is truly not. Tell a girl youre a software engineer anywhere outside of the Bay and they are like oh ok thats cool. Even being an accountant is more interesting to them"
X Link @bubblebabyboi 2025-10-16T00:08Z 23.3K followers, 45.7K engagements

"Big news for Samsung. I wonder how this affects Micron & SK Hynix. Maybe there is enough demand to go around"
X Link @bubblebabyboi 2025-10-09T01:09Z 23.3K followers, 3416 engagements

"When I see a bubble forming I rush in and buy as much as possible to throw fuel on the fire"
X Link @bubblebabyboi 2025-10-15T16:40Z 23.3K followers, 2960 engagements

"Nothing feels better than helping a young kid get a job. Some of the most meaningful interactions I had on this app isn't talking to VCs or founders but just helping out the little guys break into the field. I hope one day when I am old and grey I can look back on all the careers I helped start with a smile on my face"
X Link @bubblebabyboi 2025-10-12T17:33Z 23.3K followers, 15.7K engagements

"@Alex_Intel_ There is a difference when its artificial price controls versus seed capital"
X Link @bubblebabyboi 2025-10-16T00:42Z 23.3K followers, XXX engagements

"1 million is really the new 200k"
X Link @bubblebabyboi 2025-10-08T00:19Z 23.3K followers, 10.7K engagements

"@HanchungLee Finally someone gets what Im saying so many people confused in the comments lol"
X Link @bubblebabyboi 2025-10-15T05:53Z 23.3K followers, XX engagements

"Best engineers have an appreciation for art history and philosophy. If you dont expose them early to good stuff they get addicted to Ayn Rand Rene Girrard or god forbid Peter Singer ALL HUGE midwits and extremely overrated. Meanwhile the many followed of these people never read one Plato dialogue or can understand the impact of Kant & Hime. The fact that stuff is the most prevalent philosophy people engage with in the Bay Area is largely why that despite the economic output they are largely culturally irrelevant"
X Link @bubblebabyboi 2025-10-15T05:50Z 23.3K followers, 17.8K engagements

"China is crazy cause its fully a communist government that keeps dropping buckets on us because all the leaders know calculus and statistics and have full autonomy to do whatever they want. Real Curtis Yarvin vindication if you ask me"
X Link @bubblebabyboi 2025-10-13T00:27Z 23.3K followers, 21.9K engagements

"Get your money out of AMD while you still can. Many of you have piled into the stock after it already gapped up 30%. You are in a world of pain once everyone sobers up. Empty promises dont make money. Here are the cold HARD facts. 1) AMD has to hit $XXX for OpenAI to get any shares. 2) OpenAI also needs to build at least X Gigawatt of data centers costing 10-30 billion dollars they dont have. And even after that they only get XXXX% of AMD. 3) How desperate do you have to be to give away XX% of your company away to a customer Most likely Lisa Su isnt stupid and knows OpenAI can barely meet"
X Link @bubblebabyboi 2025-10-09T01:02Z 23.3K followers, 101.6K engagements

"@moonsandhues Ok ice spice"
X Link @bubblebabyboi 2025-10-15T15:50Z 23.3K followers, XXX engagements

"Intel will become a $X trillion dollar company. It may not be this year or the next one but this decade it will happen. The demand for compute is insatiable right now and none of the semi manufacturers want to meet it for fear of creating a supply glut. Intels fab may not be beating TSMC day X but its pretty competitive and this is just the first two weeks. In the next X years this will bear even more fruit as they optimize things further. Demand is so high right now that if you cant get X nm capacity you might as well go on 18AP or upcoming 14A its just as good. Im really proud of everyone"
X Link @bubblebabyboi 2025-10-16T05:12Z 23.3K followers, 13.8K engagements

"We need an EE chat summer school. June to August we teach you how to build a chip from scratch. No bullshit. From the transistor and up"
X Link @bubblebabyboi 2025-10-15T03:12Z 23.3K followers, 23.9K engagements

"@zephyr_z9 Its only the start. Next will be Broadcom & Nvidia networking. First slowly then all at once"
X Link @bubblebabyboi 2025-10-17T15:26Z 23.3K followers, XXX engagements

"@rankintweets I use Verilator with Surfer. But if I wasn't using that I'd use Synopsys VCS"
X Link @bubblebabyboi 2025-10-08T02:18Z 23.3K followers, XXX engagements

"I attribute a lot of my success to the Mother Theresa figurine I keep at my desk praying for me as I write Verilog"
X Link @bubblebabyboi 2025-10-07T16:18Z 23.2K followers, 60.4K engagements

"Will be visiting China in November Ill be making stops in Taipei Hong Kong Shenzen Guangzhou and Shanghai Let me know if you would like to meet"
X Link @bubblebabyboi 2025-10-13T15:44Z 23.2K followers, 2690 engagements

"@0x6D6163 Austin sounds cool too"
X Link @bubblebabyboi 2025-10-17T00:20Z 23.3K followers, XX engagements

"Im realizing now that the reason why so many startups are failing to tape out a systolic array even though they have been around since the 1970s is that they are letting Broadcom or Marvell do the physical design for them and those guys are actually incentivized to make the process take as long as possible to get more money out of you"
X Link @bubblebabyboi 2025-10-14T17:43Z 23.3K followers, 8428 engagements

"I didnt know this a few years ago but the gap between like an ok physical design and a spectacular one is wiiiiiide as hell. Its the difference between hitting F_MAX at XXX MHz and XXX GHz on an advanced node like XX nm. And now with so many chip startups all relying on a few design houses the gap is getting wider and wider. Broadcom isnt going to optimize the living shit out of your chip because the engineering hours explode to do so. If only there was a way to get good fast before the ladder is pulled up"
X Link @bubblebabyboi 2025-10-15T00:50Z 23.3K followers, 14.8K engagements

"OpenAI is making $XXX billion in revenue and has a net loss of $XXXX billion a year with OPERATING LOSSES of $XXX billion. The XX% stake in AMD is a warrant that is gated by gigawatt deployment using their chips. OpenAI gets free shares for buying and building out up to X gigawatts of data center capacity using AMD GPUs. That would be worth $XXXX billion dollars in value to them today Letting them leverage their balance sheet to get loans to build even more data centers BUT WHERE ARE THEY GOING TO GET THE MONEY TO BUY AMD CHIPS Nvidia promised them $XXX billion with a similar deal based on"
X Link @bubblebabyboi 2025-10-06T18:39Z 23.3K followers, 264.2K engagements

"We really lost so much by video game consoles switching from custom chips to just x64 chips"
X Link @bubblebabyboi 2025-10-17T18:51Z 23.3K followers, 1370 engagements

"@zephyr_z9 I like using earnings before interest taxes depreciation and amortization sir"
X Link @bubblebabyboi 2025-10-17T05:21Z 23.3K followers, XXX engagements

"People are like bubble idk how u can put so much money in Intel stock like bro how much do you bet when you are XXX% right If anything Im not betting enough"
X Link @bubblebabyboi 2025-10-15T23:30Z 23.3K followers, 5040 engagements

"Jane Street traders be like Im stealing billions of dollars from India to donate mosquito nets to South Sudan to decrease the overall suffering in the world"
X Link @bubblebabyboi 2025-10-09T14:54Z 23.2K followers, 45.6K engagements

"I got margin called"
X Link @bubblebabyboi 2025-10-10T19:48Z 23.2K followers, 46K engagements

"@GrantTBurke Fuck actually Huawei probably has the best"
X Link @bubblebabyboi 2025-10-14T20:38Z 23.3K followers, XXX engagements

"I hate this FIRE stuff & this dollar cost averaging stuff. Im trying to make a lot of money and spend it like a rapper"
X Link @bubblebabyboi 2025-10-14T04:33Z 23.2K followers, 5526 engagements

"A lot of people have been arguing about this piece from the information. But honestly just use some basic reasoning here. AWS Azure & Google all rent out b200s at way higher costs. Neoclouds are debt fueled plays to capture market share. But as fat joe said once yesterdays price is not todays price And one day that wont be the case. In fact the business model of Neoclouds implies this as they need to capture market share and then up prices to become more profitable. How many businesses and services are only profitable at those low prices"
X Link @bubblebabyboi 2025-10-17T16:42Z 23.3K followers, 7986 engagements