@AyesArthur Arthur Ayes

Arthur Ayes posts on X about $uber, asml, tesla, asics the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

• [--] Week [-----] +9.10%
• [--] Month [------] -0.53%
• [--] Months [-------] +275%
• [--] Year [-------] +373%

Mentions: [--] #

• [--] Months [---] -5.30%
• [--] Year [---] +139%

Followers: [------] #

• [--] Week [---] +0.44%
• [--] Month [---] +4.10%
• [--] Months [---] +31%
• [--] Year [---] +263%

CreatorRank: [---------] #

Social Influence

Social category influence technology brands stocks finance automotive brands countries fashion brands currencies travel destinations celebrities cryptocurrencies

Social topic influence $uber, asml, tesla, asics, ai, uber, $googl, china, dram, $7936t

Top assets mentioned Uber Technologies, Inc. (UBER) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) AppLovin Corporation (APP) Broadcom, Inc. (AVGO) Robinhood Markets, Inc. (HOOD) ServiceNow Inc (NOW) Now Coin (NOW) Microsoft Corp. (MSFT) RAMP (RAMP) Atlassian Corporation PLC (TEAM)

Top Social Posts

Top posts by engagements in the last [--] hours

"@MPelletierCIO Is the idea just hedging against rotation out of Mag [--] into the laggards through the early part of the year"
X Link 2024-01-16T14:33Z [---] followers, [---] engagements

"@cody_macs Realistically though why not now"
X Link 2024-01-16T20:55Z [---] followers, [---] engagements

"@cody_macs I like BYD a heck of a lot more than NIO tbh but I feel ya"
X Link 2024-01-16T21:28Z [---] followers, [---] engagements

"@nglinsman Only reason Id push back against this is theyre trying to export their way out vs doing Japans new deal with a lot of meaningless stimulus that went nowhere"
X Link 2024-01-20T05:32Z [---] followers, [--] engagements

"@cantilloncap @BradMunchen I think most are exposed through passive funds though tbh the marginal price setter is 100% retail rn"
X Link 2024-01-25T02:33Z [---] followers, [--] engagements

"Hard to feel like the AI momentum train has really slowed all that much but the extent to which the world hangs on the earnings/guidance of NVDA makes it feel like the cracks of worry have started (theyre still small)"
X Link 2024-02-26T22:28Z [---] followers, [--] engagements

"Am I crazy for feeling like AMD has run up from people just crowding into Nvidia type companies and nothing to do with them actually benefiting that much from AI narrative"
X Link 2024-02-27T23:02Z [---] followers, [--] engagements

"@StealthQE4 This is genuinely stupid goods deflation will not happen and real estate deflation isnt happening without a full economic crash as stock is perpetually low and solved by actual policy and not the fed. Median real wages are flat to up since pre-Covid"
X Link 2024-02-28T07:13Z [---] followers, [--] engagements

"@rev_cap There is a WORLD of difference between specific technological innovation and exporting production to low wage countries that drives down production costs and actual goods deflation that people want. The chocolate bar is going to cost what it costs"
X Link 2024-02-28T19:50Z [---] followers, [--] engagements

"@ChrisRinvesting We go off headquarters Id imagine the tik tok sale is going to be passed as is reasonable tbh"
X Link 2024-03-13T19:12Z [---] followers, [--] engagements

"@ChrisRinvesting Aside from temu not being the same as tik tok PDD is headquartered in Shanghai and Bytedance in Beijing. Being headquartered somewhere else doesnt mean a ton if the holding company or parent is back in China"
X Link 2024-03-13T19:24Z [---] followers, [--] engagements

"@ChrisRinvesting I stand corrected relooking it used to be Shanghai not sure why when I looked it up the first time it showed Shanghai for PDD and Ireland for temu"
X Link 2024-03-13T19:37Z [---] followers, [--] engagements

"@ChrisRinvesting Oh yeah I totally agree there theres no current band but I imagine well see super high tariffs. The subsidies are poorly spent vs funding renewable energy transition but 🤷🏻♂"
X Link 2024-03-30T16:08Z [---] followers, [--] engagements

"@ChrisRinvesting I think for the lower margin guys yes the math on BYD compared to EU tax situations make it seem like they could feasibly do it theyd just lose the extra margin bonus they experience on other overseas sales"
X Link 2024-03-30T18:14Z [---] followers, [--] engagements

"@ChrisRinvesting Granted if the tariffs get reraised then yeah effectively a ban which is why they havent entered the market"
X Link 2024-03-30T18:15Z [---] followers, [--] engagements

"@blondesnmoney @Dynamicbrands 28x for a capex intensive company with low growth and continual competitive pressures is BRUTAL just by BYD for like 10x or whatever its at"
X Link 2024-04-22T17:38Z [---] followers, [--] engagements

"@BichonRedux Long BYD/short Tesla pair trade"
X Link 2024-04-23T22:55Z [---] followers, [---] engagements

"@concodanomics I am dumb crazy mfers but luckily it was a small position trash analysis on my part thinking theyd raise more aggressively than they did"
X Link 2024-04-29T04:48Z [---] followers, [--] engagements

"@prophet_notes @jbulltard1 Like the split to the driver"
X Link 2024-05-09T03:20Z [---] followers, [--] engagements

"@dissectmarkets @TheTranscript_ Why does XAI need to buy chips when they could use Teslas"
X Link 2024-05-22T22:43Z [---] followers, [--] engagements

"Someone sell me on $INTC I sorta just see it as a competitor that isnt reallly catching up still losing share and dropping a boatload of money on a foundry business that just reeks of potential disappointment"
X Link 2024-06-04T22:08Z [---] followers, [--] engagements

"@nope_its_lily Mega Mexico buying op"
X Link 2024-06-04T22:58Z [---] followers, [--] engagements

"@nope_its_lily Am I crazy for thinking over time custom silicon by all these hyperscalers (Broadcom and in house provided) eats their lunch even if demand for compute continues to grow like wild Like why wouldnt Google/microsoft have ASICS specifically for inference tasks over time"
X Link 2024-06-14T15:20Z [---] followers, [--] engagements

"Can anyone give me a reason why custom silicon wont eventually eat away at Nvidia market share/demand as inference and specific AI tasks become more defined and grow vs training"
X Link 2024-06-14T15:57Z [---] followers, [--] engagements

"@dalibali2 Any idea of split between Broadcom and Nvidia networking solutions"
X Link 2024-06-17T10:06Z [---] followers, [---] engagements

"@nope_its_lily Short $GEO"
X Link 2024-07-04T01:59Z [---] followers, [--] engagements

"@dalibali2 Cost/wait time difference and can you order the Waymos through Uber app or no choice really"
X Link 2024-07-09T21:12Z [---] followers, [---] engagements

"@anni_sen @BigBullCap Why would inference mean anything to AMD over Nvidia when theyre both general purpose accelerators. Feel like thats more an argument for ASICs"
X Link 2024-07-31T17:06Z [---] followers, [---] engagements

"@anni_sen @BigBullCap Nvidia chips have born out to be more cost effective than the other general competitors (AMD and Intel) so still not sure what youre getting at but that is a fair distinction"
X Link 2024-07-31T17:39Z [---] followers, [--] engagements

"@BluthCapital Its clearly the best on tech but the financials of it just dont work right Like the cars cost a TON and they take a while to manufacture no"
X Link 2024-08-23T01:16Z [---] followers, [----] engagements

"@SamujjalP @DavidCahn6 If the models are trained using CUDA wouldnt they need Nvidia GPUs for inference as well"
X Link 2024-08-30T18:14Z [---] followers, [--] engagements

"@Mojo_flyin @rob_lh Lumping in the OEMs with the hyperscalers makes no sense"
X Link 2024-08-30T18:15Z [---] followers, [--] engagements

"@GeorgeGammon Fwiw I think the bigger DG issue is theyre getting murderously bodied by Walmart and Amazon and are no longer the easy cheap option"
X Link 2024-08-30T21:51Z [---] followers, [--] engagements

"@Mojo_flyin @theOrcaFin @rob_lh Youre right on this mojo and it goes even beyond patriotism etc. Intel is scrambling and rushing and thats just not something that is going to lead to success when youre trying to steal away customers with a (at least a currently) inferior process"
X Link 2024-08-31T00:32Z [---] followers, [--] engagements

"@reed Do you think the future of waymo is through the app or is Uber/lyft integration sorta inevitable for utilization"
X Link 2024-09-06T22:15Z [---] followers, [--] engagements

"@wolfejosh AMD and Intel GPUs feel like the primary pinches from ASICs not the best general purpose option and not specialized so wheres the market"
X Link 2024-09-08T21:21Z [---] followers, [---] engagements

"@dalibali2 Like I get that but if Nvidia continues to absolutely pound out compute/networking advancements (not unreasonable with the massive inflow of $ to put to work) why not assume theyre able to price units largely accordingly Everyone else will likely be taking price as well no"
X Link 2024-09-10T03:28Z [---] followers, [---] engagements

"@FR8Professor I assume an improving environment is good for brokers like Uber Freight right"
X Link 2024-09-11T21:35Z [---] followers, [--] engagements

"@ToonamiAfter @vitaliychiley @GroqInc @Etched @Extropic_AI Still confused for why people think this is the case Ive seen no true benching that shows those guys have reliably better performance per watt AMD and Nvidia also have loads more $$ pouring into R&D and better access to HBM so not sure why this dynamic wont just continue"
X Link 2024-09-13T11:26Z [---] followers, [--] engagements

"@TankGirl1985 Have you ever tried Uber Freight/thoughts on it"
X Link 2024-09-13T11:34Z [---] followers, [--] engagements

"@fabknowledge @viggy_krishnan @ non Broadcom and Marvell ASICs"
X Link 2024-09-13T20:33Z [---] followers, [---] engagements

"@bucketshopcap OpenAI for distribution and youre betting on a technological edge+clear major brand value coreweave is kinda absurd like just bid oracle"
X Link 2024-09-15T02:21Z [---] followers, [--] engagements

"@pitdesi Have they stated that they will not partner with Uber/lyft or just that they dont plan on starting on it like waymo didnt"
X Link 2024-09-15T02:58Z [---] followers, [--] engagements

"@JonBryant421 Thats fair enough I guess part of that contribution question really comes down to what take they give to Uber and what responsibilities Uber picks up from them"
X Link 2024-09-15T14:25Z [---] followers, [--] engagements

"@JonBryant421 Because Uber has a ready made distribution/pairing algorithm/experience in the space. SF is probably THE most favorable place with a tech heavy crowd thats grown accustomed to seeing them for the better part of a decade. I agree theyre better than drivers but platform matters"
X Link 2024-09-15T14:47Z [---] followers, [--] engagements

"@JonBryant421 Theyll get a worse take than they do with normal drivers but I imagine decreased unit insurance and other promotional costs make up for it as well as higher volume due to exactly what youre saying"
X Link 2024-09-15T14:50Z [---] followers, [--] engagements

"@JonBryant421 Again I think thats primarily true at low supply when you ramp to double/triple/quadruple that does it hold up without using the app that has the mountain of continuous demand behind it Why make the Atlanta/Austin deal if thats not at least partially true"
X Link 2024-09-15T14:54Z [---] followers, [--] engagements

"@JonBryant421 Anecdotally Ive continually heard Waymos are slower than Ubers and price (outside of surge hours which is an important qualification) is similar if you have Uber One or Lyft whatever else then theres clear brand loyalty"
X Link 2024-09-15T15:24Z [---] followers, [--] engagements

"@LogicalThesis I dont think its just a domestic inflation issue more to fx than that and in Argentinas case inflation coming down should unlock natural economic growth"
X Link 2024-09-21T19:31Z [---] followers, [--] engagements

"@NateSilver538 I think Uber is actually working on changing this with their most recent update"
X Link 2024-09-22T11:34Z [---] followers, [--] engagements

"@Wassim_Rat @AfonsoEV_ I dont really think people link the brands in their brain NIO is linking them closer than those two brands but I dont think it makes that much of a difference in generating demand"
X Link 2024-09-22T16:57Z [---] followers, [--] engagements

"@ASchulz888 @orrdavid @CerebrasSystems @GroqInc I perpetually dont see these competitors ACTUALLY being better. They dont scale and its cherry-picked metrics that they win on for inference+blackwell coming out etc the threat to me is actual ASICs from Broadcom/marvell and the hyperscalers"
X Link 2024-09-22T17:38Z [---] followers, [--] engagements

"@TechFundies They usually are given ordered through uber/dash/grubhuh"
X Link 2024-09-23T00:01Z [---] followers, [--] engagements

"@fuelgrannie @opinionatedobs7 @jayparsons @WSJ Except where its actually practiced lmao enjoy the copium and Ill look forward to more high rises in queens so we can properly house people🫡"
X Link 2024-09-24T23:23Z [---] followers, [--] engagements

"@SignalsUSA @Nanek_TV Why Its horribly unprofitable and operating in an increasingly competitive capital intensive industry"
X Link 2024-09-24T23:24Z [---] followers, [--] engagements

"@niomydude @SignalsUSA @Nanek_TV Thats just not a response"
X Link 2024-09-25T01:10Z [---] followers, [--] engagements

"@LogicalThesis @growthrapidly If Ive got more than 20% in a single stock its time to take some profits imo"
X Link 2024-09-28T12:40Z [---] followers, [--] engagements

"@lithos_graphein Do we have a good sense for what HBM $/GB is I feel like I cant find any sort of solid number of consensus tbh"
X Link 2024-09-30T19:24Z [---] followers, [---] engagements

"@lithos_graphein What type/level litho are these"
X Link 2024-10-01T01:31Z [---] followers, [--] engagements

"@dissectmarkets @KoyfinCharts Or theyve achieved scale and pulled out of unprofitable markets while significantly reducing capex through a switch to the cloud vs on prem"
X Link 2024-10-05T22:22Z [---] followers, [--] engagements

"@winsteadscap Uber: Go Anywhere Get Anything"
X Link 2024-10-08T20:18Z [---] followers, [--] engagements

"@ChrisRinvesting @jbulltard1 I mean fair I think its a far better business just feel like the structure is more similar to Tesla than VW for example"
X Link 2024-10-11T17:01Z [---] followers, [--] engagements

"@LogicalThesis @SavvyTrader ASML the biggest earnings of the week by far"
X Link 2024-10-13T20:26Z [---] followers, [--] engagements

"@patientinvestt Its below market multiple growing probably as fast as s&p earnings growth I get the absolute number isnt cheap but thats sorta just equities"
X Link 2024-10-16T03:19Z [---] followers, [--] engagements

"@TheRideshareGuy Are you able to share datasets"
X Link 2024-10-22T16:40Z [---] followers, [---] engagements

"@DrDodjie @JosephW99406975 @BradMunchen I just think it ends up being a long dubious nothing burger claim tbh especially if Tesla says theyll upgrade to HW4"
X Link 2024-10-24T11:02Z [---] followers, [--] engagements

"@fabknowledge Do you have a note out on why you believe this again so I can read before dming"
X Link 2024-10-24T19:10Z [---] followers, [---] engagements

"@NOTFOMO No worse company with this than $TEAM"
X Link 2024-11-02T15:49Z [---] followers, [---] engagements

"@lithos_graphein Takes on ASML CMD"
X Link 2024-11-16T04:53Z [---] followers, [--] engagements

"@gbrulte Anything new besides the baidu HK news"
X Link 2024-12-02T17:29Z [---] followers, [--] engagements

"@LiarsDice @joecarlsonshow @simplehumanhaha @DanielOakleyy Imagine betting against economies of scale and hardware cost coming down two of the most proven trends in technology talking about COGS for a fleet of like [----] when theyve already announced a lower price next gen is sorta absurd"
X Link 2024-12-06T05:14Z [---] followers, [---] engagements

"@TheRayMyers Price is a function of supply and supply liquidity. Supply is a function of demand liquidity and volume. Uber can drive higher utilization rates when theres a high supply of vehicles because it has the best routing algos and has the massive user base🤷🏻♂"
X Link 2024-12-06T05:22Z [---] followers, [--] engagements

"@gbrulte @Waymo @sundarpichai What cities do you think it will be outside of the already announced ones"
X Link 2024-12-06T05:30Z [---] followers, [--] engagements

"@WaltLightShed @Waymo @gbrulte I believe they have in some locations"
X Link 2024-12-06T11:11Z [---] followers, [--] engagements

"@lithos_graphein Where does Samsung report foundry revenue"
X Link 2024-12-10T01:51Z [---] followers, [--] engagements

"@tphuang @kyleichan @rwang07 Requires some pretty advanced packaging and is moving to advanced EUV lithography on the DRAM dies and is super supply constrained feels like it merits some hype"
X Link 2024-12-10T22:17Z [---] followers, [--] engagements

"@Rebrand_As_Y Is this an uber bear post for the company thats handling waymos next two expansions"
X Link 2024-12-12T22:08Z [---] followers, [---] engagements

"@TechFundies Uber CFOs commentary on it makes the data seem a bit suspect tbh https://threadreaderapp.com/thread/1866963044149964876.htmlutm_campaign=topunroll https://threadreaderapp.com/thread/1866963044149964876.htmlutm_campaign=topunroll"
X Link 2024-12-12T22:14Z [---] followers, [---] engagements

"@aleximm @bgurley @yipitdata @Uber @lyft @WaymoCommunity Source on 1% of vehicle miles"
X Link 2024-12-12T22:16Z [---] followers, [---] engagements

"@dalibali2 @EricJhonsa Id argue Nvidia outcompetes it on cost and thats the real advantage seems pretty universal that the ROI is with Nvidia and maybe asics"
X Link 2024-12-14T01:43Z [---] followers, [--] engagements

"@RoadToAutonomy @nuro Are they still planning to launch robotaxis themselves"
X Link 2024-12-14T14:37Z [---] followers, [--] engagements

"@shortl2021 Tesla is ahead on AI and in some more interesting businesses like energy storage but the gap is truly absurd"
X Link 2024-12-18T19:24Z [---] followers, [----] engagements

"@gbrulte @Nissan Why not Honda"
X Link 2024-12-18T19:30Z [---] followers, [--] engagements

"@bigdogburner97 @shortl2021 I own BYD and not Tesla; youre being obstinate for the sake of being obstinate. Battery storage is also not the same business as BEV/PHEV batteries. I love BYD I just havent seen anything to show theyre a leader in AI in China or globally. I expect it to come eventually"
X Link 2024-12-19T00:43Z [---] followers, [---] engagements

"@wolfofharcourt P/B matters more for banks no"
X Link 2024-12-21T14:12Z [---] followers, [----] engagements

"@NegativeGW @quantian1 Whats the thesis on ALAB They just get designed out by Nvidia Broadcom"
X Link 2024-12-26T23:45Z [---] followers, [--] engagements

"@I_loves_deep_nn Nodes typically dont come down in price though no Like I thought that 7-3nm prices were pretty stable to up since launch"
X Link 2024-12-29T02:00Z [---] followers, [---] engagements

"@lithos_graphein Feels weird for all three memory players to have placed orders if it wouldnt be beneficial I get ASML is pricing the machines for logic usage but it just seems like completely off behavior for firms that are always under extreme capex scrutiny if the orders arent real"
X Link 2024-12-30T03:11Z [---] followers, [---] engagements

"@lithos_graphein ASML said in Q3 earnings call that all customers of EUV had placed High NA orders"
X Link 2024-12-30T03:38Z [---] followers, [---] engagements

"@Mojo_flyin @lokoyacap Its 30% of node rev and continually shrinking deep exaggeration on how much theyre impacted imo"
X Link 2025-01-01T04:55Z [---] followers, [---] engagements

"@Mojo_flyin @lokoyacap A) where are you seeing a 50% jump B) Broadcom and Nvidia pumping them full of near leading and packaging revenue as compared to Intel under major product pressure feel like the company in major capex/R&D cuts and node abandonments is the one with the major cracks"
X Link 2025-01-01T05:21Z [---] followers, [---] engagements

"@Mojo_flyin @lokoyacap Correct it hasnt launched yet nice of Intel to donate foundry revenue for lunar lake and panther lake to TSMC when it has great nodes allegedly Im sure the new CEOs saying they have no issue outsourcing more to TSMC means nothing"
X Link 2025-01-01T05:23Z [---] followers, [---] engagements

"@Mojo_flyin @lokoyacap I had seen 3nm at $22k and 2nm at $27k more recently but thats aside from the point. What gives you actual confidence theyll be ahead by 1-2 years you should see orders pouring in/renewed commitment to capex if that was the case. Instead you have a questionable size AWS deal"
X Link 2025-01-01T05:36Z [---] followers, [---] engagements

"@Mojo_flyin @lokoyacap Also here you go on them throwing in the towel on 20A if it was a legit node theres no reason to give up on it TSMC wasnt originally supposed to get all of lunar lake production but here we are the better process at a price that beats internal https://www.intel.com/content/www/us/en/newsroom/opinion/continued-momentum-intel-18a.html#gs.ix2ci1 https://www.intel.com/content/www/us/en/newsroom/opinion/continued-momentum-intel-18a.html#gs.ix2ci1"
X Link 2025-01-01T05:39Z [---] followers, [--] engagements

"@Mojo_flyin @lokoyacap Theres a big different between samples which TSMC has also been doing for 2nm and actual HVM. Whats your wafer expectation in first half of the year"
X Link 2025-01-01T05:43Z [---] followers, [---] engagements

"@Mojo_flyin @lokoyacap If it was a good node theyd save more by outsourcing less to TSMC and it would pay for itself I read the announcement and it just feels like a whole lot of window dressing meh news where theyve essentially got this one shot and if it doesnt stick the company is dead"
X Link 2025-01-01T05:51Z [---] followers, [--] engagements

"@Mojo_flyin @lokoyacap I had been under the impression that outsourcing for LTL and PTL (at minimum PTL) was higher than originally planned/promised"
X Link 2025-01-01T05:54Z [---] followers, [--] engagements

"@Mojo_flyin @lokoyacap Again very unclear where youre getting TSMC being nowhere close TSMC is set for pretty significant 2nm production capacity ramp through 2025"
X Link 2025-01-01T05:58Z [---] followers, [---] engagements

"@Mojo_flyin @lokoyacap Feels like a slight leap to call this high volume production and not the pilot line production it is but🤷🏻♂"
X Link 2025-01-01T14:48Z [---] followers, [--] engagements

"@Mojo_flyin @lokoyacap Also whats your take on why gelsinger was shown the door if all of this is on schedule and theyre ahead of TSMC"
X Link 2025-01-01T14:49Z [---] followers, [--] engagements

"@Mojo_flyin @lokoyacap Then its not HVM yet I will say its easier for Intel to bring its first 18A product to market quickly given its customer is itself (shame its being wasted on x86 architecture) but aside from that what youre describing is essentially the same timeline as TSMC capacity"
X Link 2025-01-01T14:58Z [---] followers, [---] engagements

"@Mojo_flyin @lokoyacap Its only good for shareholders to split the company if IDM [---] isnt really working out though imo. Like if IDM [---] is there and going to come roaring out the gates it doesnt make sense to split the company over it and then have holthaus talking no issues with outsourcing after"
X Link 2025-01-01T15:04Z [---] followers, [---] engagements

"@Mojo_flyin @lokoyacap I always take sell side with a grain of salt $80 is a bit excessive of a take for a company that is clearly losing market share on (virtually) all relevant fronts and came out with an absolute joke of an AI accelerator"
X Link 2025-01-01T15:20Z [---] followers, [--] engagements

"@Mojo_flyin @lokoyacap Whats your reasoning as to why server recovers client could recover if they put out a leading chip but somewhat hard to see with AMD/Qualcomm ramping up to kill Intels laptop business"
X Link 2025-01-01T15:36Z [---] followers, [--] engagements

"@Mojo_flyin @lokoyacap Yeah I remember that interview Qualcomm came out and denied high return rates but regardless Intel still holding on due to current software issues Apple figured it out have to assume AMD/QCOM/ARM do too eventually"
X Link 2025-01-01T16:01Z [---] followers, [--] engagements

"@gvtcontractor What gives you the sense Tesla is the IT stock to own at its current valuation"
X Link 2025-01-01T16:02Z [---] followers, [---] engagements

"@Mojo_flyin @lokoyacap I mean theres also internal ASIC CPUs from all major CSPs I just dont see how Intel is supposed to compete on cost without destroying margins. I also think talk of AMD not being able to afford to address whatever issues they have with EPYC when comparing Intel is a choice🤷🏻♂"
X Link 2025-01-01T16:07Z [---] followers, [--] engagements

"@Mojo_flyin @lokoyacap"
X Link 2025-01-01T16:14Z [---] followers, [--] engagements

"@Jukanlosreve Who currently makes for Apple"
X Link 2025-01-01T18:51Z [---] followers, [----] engagements

"@OllieAutonomy @Waymo Whats behind the Tuesday talk"
X Link 2025-01-05T18:00Z [---] followers, [--] engagements

"@TechTekedra @EdLudlow @Waymo @CTATech @CES What time is the keynote"
X Link 2025-01-09T00:09Z [---] followers, [---] engagements

"@tphuang Losing the US would be a big loss to the forward growth of bytedance the company will be fine but it would obviously be a big hit. I also have deep doubts about the US not being profitable considering it should largely be an ads business"
X Link 2025-01-13T01:28Z [---] followers, 10.6K engagements

"@DarioCpx The hell does TSMC Capex have to do with Nvidia earnings"
X Link 2025-01-16T06:06Z [---] followers, [---] engagements

"@tphuang Whats the pathway to BYD share gain if you think possible"
X Link 2025-01-18T23:37Z [---] followers, [---] engagements

"@ReturnsJourney @TopiEero Why is Europe so late to fintech"
X Link 2025-01-19T01:10Z [---] followers, [---] engagements

"@I_loves_deep_nn Thoughts on ASML metrology vs competitors"
X Link 2025-01-19T01:56Z [---] followers, [---] engagements

"@ReturnsJourney @TopiEero Very good point klarna got big fwiw feel like thats a pretty globally big fintech"
X Link 2025-01-19T04:48Z [---] followers, [---] engagements

"@orrdavid If theres not a very meaningful global cutting cycle to help boost SAAR theyre fucked and even if they cut dividends/buybacks that still hurts share prices"
X Link 2025-01-19T06:31Z [---] followers, [--] engagements

"@BenBajarin @dnystedt @nvidia @T_h_e_Circuit Ah right right"
X Link 2025-01-20T05:25Z [---] followers, [--] engagements

"@BradMunchen Whats your point in stating the original post Its an extremely feasible acquisition especially in todays climate if China is willing to sell"
X Link 2025-01-21T23:30Z [---] followers, [--] engagements

"@PauloMacro Is $MELI screwed"
X Link 2025-01-23T04:05Z [---] followers, [---] engagements

"@wolfofharcourt Why would it attract any more talent though"
X Link 2025-01-23T23:16Z [---] followers, [--] engagements

"@wolfofharcourt Why does that require a redomicile cant imagine their Cayman Islands office is anything more than a random office space they sublease"
X Link 2025-01-23T23:40Z [---] followers, [--] engagements

"@wolfofharcourt Good to see Uber closing the grocery delivery gap to DoorDash and insta cart"
X Link 2025-01-24T17:11Z [---] followers, [--] engagements

"Anyone got a DeepSeek deep dive on this new model Feels like commoditization of foundational models is going to occur way faster than we realize"
X Link 2025-01-24T23:31Z [---] followers, [--] engagements

"@ZaStocks Does $TEAM not feel pricey to you Not sure how theyre supposed to really massively grow without majorly butting heads with $NOW"
X Link 2025-01-31T05:48Z [---] followers, [---] engagements

"@rev_cap @buccocapital You can restructure responsibly as bad as the debt is you dont need to act like youre in Chapter [--] being feasted on by private credit. If you shock and it doesnt work you fucked it worse than doing barely anything"
X Link 2025-02-01T14:37Z [---] followers, [---] engagements

"@chsmrrll You gotta restate this in any meaningful way bc youre kinda going nowhere with a point not in sight"
X Link 2025-02-01T15:43Z [---] followers, [---] engagements

"@chsmrrll Thats not a good reason for the rise in AWS compute prices tbh Nvidia has shipped more compute every single quarter its not like supply suddenly went away"
X Link 2025-02-01T16:17Z [---] followers, [---] engagements

"@chsmrrll Front running the reduced flow by just shifting demand to another supplier does nothing to change the aggregate demand for GPUs vs aggregate supply (this is already a leap imo). Whats your end market argument here"
X Link 2025-02-01T16:25Z [---] followers, [---] engagements

"@chsmrrll Do you not agree with jevons paradox in the long run or just saying short term its not happening Short term yeah I mean to whatever extent theres a lag. I just dont really see the overall aggregate capex as not fulfilling the demand for compute rn"
X Link 2025-02-01T17:02Z [---] followers, [---] engagements

"@chsmrrll Jevons paradox implies elastic demand for compute though. I do agree EAR bullish for hyperscalers more than anything though"
X Link 2025-02-01T17:12Z [---] followers, [---] engagements

"@marketplunger1 Any good Japanese small cap etfs"
X Link 2025-02-06T12:24Z [---] followers, [--] engagements

"@abcampbell And so the end result of doing this vs traditional data storage/lake is better analytics or better connection to automation processes like a ServiceNow Or are they also just entirely building a new enterprise software ecosystem on top to go after CRM NOW SAP etc etc"
X Link 2025-02-06T12:33Z [---] followers, [--] engagements

"@ThereWillBeQE @marketplunger1 Yeah just becomes unmanageable with work pre clearance stuff is the issue thats why I was hoping for ETF"
X Link 2025-02-06T17:11Z [---] followers, [--] engagements

"@bucketshopcap Still confused who exactly theyre replacing besides snowflake/databricks in the bull scenario"
X Link 2025-02-06T17:14Z [---] followers, [---] engagements

"@blondesnmoney What were the benefits for you/what did you use before"
X Link 2025-02-06T23:00Z [---] followers, [--] engagements

"@dawn2042 @tphuang @ChorzempaMartin Those are not mutually exclusive if they felt comfortable doing it they would have kept going. Public scrutiny forced that decision earlier in the process when it was easier to kill and so it got axed immediately"
X Link 2025-02-08T19:05Z [---] followers, [--] engagements

"@hoomansv Its not though its ultimately part of the forward valuation and dash is a stronger company rn still though it does appear uber is closing the gap there"
X Link 2025-02-12T12:26Z [---] followers, [--] engagements

"@tphuang @yilunzh BBA"
X Link 2025-02-27T17:08Z [---] followers, [--] engagements

"@bubblebabyboi Like sure but counter to your counter these tools are extremely designed in and ASML has just continued to pull away and the economics of making a limited number of machines really doesnt work that well (part of why ASML has run away with the market)"
X Link 2025-03-06T00:54Z [---] followers, [----] engagements

"@bubblebabyboi They do and they have 90% in ArFi. The reality is that ASML builds the best systems and has only extended their lead. Maybe Chinese competitors can eat away at the low end with ultra cheap subsidized machines (nothing wrong with that its industrial policy) but otherwise🤷🏻♂"
X Link 2025-03-06T01:01Z [---] followers, [---] engagements

"@ErnestWongBWM I get it but also why not just buy Amazon if this is the growth youre getting for a way higher multiple when theres a host of other better businesses that come with Amazon marketplace"
X Link 2025-03-07T00:05Z [---] followers, [---] engagements

"@LongOnlyLarry And neither will ever be $TEAM"
X Link 2025-03-10T23:32Z [---] followers, [--] engagements

"@SKundojjala The big question is will that continue as leading edge ADAS chips (Nvidia drive) continue to significantly grow. TSMC might book those under HPC though"
X Link 2025-03-16T13:16Z [---] followers, [---] engagements

"@julianweisser @TheRideshareGuy How many vehicles does Waymo have in SF"
X Link 2025-03-16T21:32Z [---] followers, [---] engagements

"@aleximm @yipitdata @WaymoCommunity @Uber @lyft I think the bigger thing is theres a novelty factor that drives inherent demand which is half the issue"
X Link 2025-03-22T02:48Z [---] followers, [---] engagements

"@kimmonismus The clowniest of clown tweets plz do an ounce of research so @lithos_graphein doesnt have to deal with more China EUV breakthrough rumors"
X Link 2025-03-22T04:48Z [---] followers, [---] engagements

"@zephyr_z9 Color me shocked that a Chinese AI firm is ordering asics as it looks increasingly likely H20s get blocked"
X Link 2025-03-24T04:33Z [---] followers, [---] engagements

"@BlameQuants @lokoyacap Its the same GOU treadmill as they/other miners are on for bitcoin mining tbh theres more predictable rev in theory but you can always get a crash/be forced to upgrade"
X Link 2025-03-27T16:27Z [---] followers, [---] engagements

"@meng59739449 @Mojo_flyin @x86deadandback Can you explain this a little bit"
X Link 2025-03-29T16:07Z [---] followers, [---] engagements

"@tphuang Is it an issue of Japan just really not wanting to not buy Japanese or are they half assing it to just say they have a presence"
X Link 2025-04-05T02:15Z [---] followers, [---] engagements

"@ContrarianCurse How much credit risk are they exposed to if recession selling off everything they originate or"
X Link 2025-04-05T02:39Z [---] followers, [--] engagements

"@TheRideshareGuy @Uber @Avrideai Any chance therell be a livestream or recap for us not out in LA"
X Link 2025-04-09T11:34Z [---] followers, [--] engagements

"@firstadopter Felt too unrealistic when were literally in a trade war with China"
X Link 2025-04-15T22:36Z [---] followers, [---] engagements

"@MooreMorrisSemi How much of the weakness do you think is Nvidia vs ASICs players realizing theyre not committing to as high of production as they might have signaled to the supply chain early on"
X Link 2025-04-16T02:38Z [---] followers, [---] engagements

"@CCM_Brett Does this not strengthen competition"
X Link 2025-04-17T17:50Z [---] followers, [---] engagements

"@CCM_Brett Netflix feels a bit absurd Spotify at least has truly dominant positioning and arguably a better cost structure with content (audiobooks and podcasts) 40x forward for best case 12-13% rev CAGR on Netflix feels rich (even if theres allegedly a ton of leverage)"
X Link 2025-04-18T03:49Z [---] followers, [---] engagements

"@LukeMiani We also know the Hyundai and Zeekr generation ones are going to be significantly cheaper and more scalable"
X Link 2025-04-26T13:37Z [---] followers, [--] engagements

"@wolfofharcourt Is it actually a nice problem to have if they have competition which is increasingly getting into the space fighting for those drivers (mainly talking delivery)"
X Link 2025-04-27T14:24Z [---] followers, [---] engagements

"@bucketshopcap You actually think that high of a chance of TSM getting zeroed"
X Link 2025-04-27T17:40Z [---] followers, [----] engagements

"@AlphaExponent @evrgn11112231 @lithos_graphein @teortaxesTex I feel like all youre trying to prove at this point is that SMEE is on ASMLs 90s timeline which would be rough for EUV productized timing"
X Link 2025-04-29T17:48Z [---] followers, [--] engagements

"@AlphaExponent @evrgn11112231 @lithos_graphein @teortaxesTex When do you believe the first production EUV machines will start shipping exactly bc youre describing something that ASML is barely about to start shipping in production"
X Link 2025-04-29T18:23Z [---] followers, [--] engagements

"@ZaStocks Theres zero retail exposure to palantirs product retail is shooting hopium into its wrists on the story theyre telling being true (it may very well be)"
X Link 2025-04-30T01:29Z [---] followers, [---] engagements

"@gbrulte @Waymo @Toyota It probably makes sense to do it tbh"
X Link 2025-04-30T18:06Z [---] followers, [--] engagements

"@nope_its_lily @Chiplis Some might say theyre even better for data centers than some Applied Materials"
X Link 2025-05-01T02:04Z [---] followers, [--] engagements

"@pbeisel The issue is Tesla is clearly not the only one reaching autonomy at scale and has political baggage for a significant portion of the urban population (the one that matters in rideshare)"
X Link 2025-05-04T01:06Z [---] followers, [--] engagements

"@StanphylCap Fwiw they own Boston dynamics so this is a little bit like Space X employing Optimus"
X Link 2025-05-04T05:53Z [---] followers, [--] engagements

"@dalibali2 Genuinely why not buy Lyft"
X Link 2025-05-06T15:59Z [---] followers, [---] engagements

"@PythiaR Its also arguably entirely unclear when that shift actually happens in memory"
X Link 2025-05-06T16:03Z [---] followers, [---] engagements

"@TShirtnJeans2 @Citrini7 Entirely depends on which Thor chip I dont think the auto ones are anywhere near that cheap"
X Link 2025-05-17T23:03Z [---] followers, [--] engagements

"@MooreMorrisSemi Ah that would do it youre right. Brutal secular shift for the Infineons etc of the world"
X Link 2025-05-19T00:51Z [---] followers, [--] engagements

"@StockSavvyShay Probably getting dragged by Coreweave"
X Link 2025-05-20T16:43Z [---] followers, [---] engagements

"@thexcapitalist @SemiAnalysis_ NVLink is a dagger to UALink youre looking at the wrong player to gain share man its the ASICs if anything"
X Link 2025-05-24T01:52Z [---] followers, [---] engagements

"@HyperTechInvest So Fujitsu announces integration with Nvidia and AMD not much to see there ig"
X Link 2025-05-24T02:35Z [---] followers, [--] engagements

"@HyperTechInvest Its not but Fujitsu is pursuing NVLink Fusion integration with Nvidia"
X Link 2025-05-25T00:04Z [---] followers, [--] engagements

"@LongOnlyLarry Whats giving that sense lol"
X Link 2025-05-27T10:52Z [---] followers, [---] engagements

"@thinkercar Does +3.9% for BYD not sound a bit off"
X Link 2025-05-28T10:42Z [---] followers, [--] engagements

"@Jukanlosreve Absolute price =/= TCO +ASICs are also getting more expensive for the same reason"
X Link 2025-05-28T10:49Z [---] followers, [--] engagements

"@jbulltard1 I truly think we underestimate the sheer amount of nothing work being done at corporate and nonprofit entities workflows are easier to automate than novel image generation"
X Link 2025-05-29T03:32Z [---] followers, [--] engagements

"@PythiaR Extremely confused why anyone in etch and dep would be compared to ASML for competition. Theyre both good businesses but just not the same at all"
X Link 2025-05-29T11:26Z [---] followers, [---] engagements

"@quickdropz @HedgeDirty @buccocapital Theres also merchant funded offers which are good savings often and it really depends on the place whether the uber/doordash price is that % higher or the same in my experience"
X Link 2025-05-30T10:39Z [---] followers, [---] engagements

"@Jukanlosreve Why"
X Link 2025-06-04T00:09Z [---] followers, [---] engagements

"@JonBryant421 Even if safety was equal that cost difference is far below what most people estimate; at that point with the sheer volume these vehicles will have I dont think its too much of a difference in the operating cost of the vehicle"
X Link 2025-06-05T11:03Z [---] followers, [--] engagements

"@andrewdfeldman @CerebrasSystems Nvidias gone to water cooling"
X Link 2025-06-07T19:00Z [---] followers, [--] engagements

"@vladtenev @WhiteHouse @InvestAmerica24 Will Robinhood be one of the brokers supporting it"
X Link 2025-06-09T16:15Z [---] followers, [--] engagements

"@IntTradeNetwork @GrilledCheeseWC @jortago128 @PatrickMoorhead @OracleCloud I mean theyre shipping it the same time as GB300 with the same memory is coming out so lack of scale up🧐"
X Link 2025-06-13T02:39Z [---] followers, [--] engagements

"@jxmnop I mean Google still uses Nvidia pretty heavily they just happen to be the only customer with a legitimate (arguably strong) chip program"
X Link 2025-06-14T23:10Z [---] followers, [---] engagements

"@CCM_Brett Yep but works in theory as the debt is tied to ironclad contracts big question is how much cash is left over after"
X Link 2025-06-16T16:58Z [---] followers, [--] engagements

"@cloudventures_ @The_AI_Investor Why/when do you think this sudden massive share gain will take place"
X Link 2025-06-16T18:59Z [---] followers, [--] engagements

"@CoorsLightCEO People seem to really value the data integration"
X Link 2025-06-17T16:26Z [---] followers, [--] engagements

"@reed @Waymo When expand Phoenix"
X Link 2025-06-18T00:24Z [---] followers, [--] engagements

"@kakashiii111 My issue with this is they just have such little relative tooling/software ecosystem and you functionally cant really be multi cloud easily if youre on the asics (I have other issues but these are the primary ones)"
X Link 2025-06-18T04:04Z [---] followers, [--] engagements

"@CoorsLightCEO Article link"
X Link 2025-06-18T19:24Z [---] followers, [--] engagements

"@corry_wang Like sure but also diminishing returns when you hit scale will also be part of that and its not like Waymo doesnt have access to massive compute"
X Link 2025-06-19T14:38Z [---] followers, [---] engagements

"@RoadToAutonomy @gbrulte @Waymo @WaltLightShed @Uber @lyft Thoughts on the Texas representative letter to Tesla/their new AV bill thats being circulated by Tesla bears (Not saying theyre correct or not just who I see circulating)"
X Link 2025-06-19T16:25Z [---] followers, [--] engagements

"@buccocapital The issue with this is that Uber and Google have actually pretty cracked teams Salesforce doesnt feel like it has any of that same spark just the incumbency"
X Link 2025-06-19T16:34Z [---] followers, [---] engagements

"@RobinhoodApp If I initiated just days before this did I miss out"
X Link 2025-06-19T17:29Z [---] followers, [---] engagements

"@JCOviedo6 @DboyDavid Is there one for Teslas launch"
X Link 2025-06-20T17:33Z [---] followers, [--] engagements

"@joecarlsonshow Adobe is an actual loser tbf"
X Link 2025-06-21T18:25Z [---] followers, [--] engagements

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