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@zephyr_z9 Avatar @zephyr_z9 Zephyr

Anthropic is buying TPUs from Broadcom in a deal worth over $XX billion, with Broadcom likely customizing some chips for them. This deal is significant as it shows major players investing heavily in AI infrastructure. Google is also involved, selling hardware to Anthropic and potentially providing funding.

Engagements: XXXXXXX #

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Mentions: XXX #

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Followers: XXXXXX #

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CreatorRank: XXXXXX #

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Social Influence

Social category influence technology brands #6454 stocks #3558 countries XXXXX% finance #1272 currencies #1049 social networks XXXX% travel destinations XXXX% automotive brands XXXX% fashion brands XXXX% products XXXX%

Social topic influence ai #2935, china #1482, $googl #448, to the 3.53%, japan 2.75%, meta #3956, dram #16, samsung #997, all the 2.35%, open ai #230

Top accounts mentioned or mentioned by @zephyrz9 @teortaxestex @jukan05 @grok @tshirtnjeans2 @hhuang @ryanhingshing @jason73821 @pearsonpc @stfbutnou @alisvolatprop12 @vburov88649 @keennay @straightcash385 @bob71631288 @chrisrinvesting @daithehero000 @hamsarris6 @discountedbtc @tailrisked

Top assets mentioned Alphabet Inc Class A (GOOGL) Ciena Corporation (CIEN) Dell Technologies, Inc. (DELL) QUALCOMM, Inc. (QCOM) NVIDIA Corp. (NVDA)

Top Social Posts

Top posts by engagements in the last XX hours

"The main customers of Nabtesco's PGR segment are- Industrial Robots: Fanuc Yaskawa Electric KHI KUKA ABB Robotics Machine Tools: Yamazaki Mazak Okuma DMG Mori Seiki Nabtesco is deeply integrated into the design manufacturing and supply chain processes of its customers"
X Link 2025-05-25T12:55Z 53.7K followers, 1121 engagements

"Was obvious X years ago -The auto sector will be adversely affected -Renault and Honda have been wrecked in the Chinese market -Toyota has held up -The big problem for Japanese automakers will arise when they start losing market share in SEA due to Chinese expansion -Section XXX on Japanese cars also fuck them up -Easy shorts imo"
X Link 2025-08-18T10:16Z 53.7K followers, 7455 engagements

"Alchip is severely undervalued rn"
X Link 2025-10-02T08:26Z 53.5K followers, 10.1K engagements

"Now we have some concrete numbers 340K WPM for HBM and 560K WPM for DDR5/DDR6 Google will require a similar amount of Memory Other hyperscalers + Chinese players will require double that So for HBM we have 340K+ 340K+ 680K = 1360K WPM required For DRAM we have 560K+ 560K+ 1120K = 2240K WPM required Current HBM capacity is 450K WPM and 1300K-1400K WPM for standard DRAM"
X Link 2025-10-04T11:52Z 53.5K followers, 34.7K engagements

"Place ur bets boys If Samsung succeeds then Lasertec shorts will rip (figuratively and literally)"
X Link 2025-10-16T11:08Z 53.7K followers, 32.2K engagements

"Alchip has always been one of my favorites I like them waay more than Marvell"
X Link 2025-10-21T09:29Z 53.7K followers, 5925 engagements

"It will generate nearly $10B in revenue for Broadcom"
X Link 2025-10-23T20:50Z 53.7K followers, 17.1K engagements

"SK Telecom bought Hynix for $3B in 2012 I hope they hit $1T by 2027"
X Link 2025-11-01T12:14Z 53.8K followers, 49.2K engagements

"Trend to watch out for"
X Link 2025-11-03T17:18Z 53.7K followers, 13.7K engagements

""subtracting from gross computing capex imports" No no no no. This is an accounting issue Most of the money is going to Nvidia Hyperscalers buy servers from Taiwanese firms like Quanta Foxconn Wiwynn or American firms like SuperMicro and Dell who assemble it outside US"
X Link 2025-11-04T20:14Z 53.6K followers, 7020 engagements

"Another company to watch out for in the ASIC design space alongside Broadcom Alchip Mediatek Marvell and Arm"
X Link 2025-11-05T18:36Z 53.8K followers, 14.8K engagements

"Apple is trying to boost the gross margins on iPhone now that hardware revenue is falling/slowed down. Qualcomm lost modems Sony/Samsung will lose sensors. I won't be surprised if they go after display/screen next. (LG/Samsung under threat)"
X Link 2025-11-10T08:33Z 53.6K followers, 43.3K engagements

"Up XX% since I posted it for subscribers"
X Link 2025-11-12T04:39Z 53.7K followers, 40.6K engagements

""the market projects that next year the GPU-to-ASIC market ratio will be around 8:2 and our product mix will roughly follow that proportion." ASICs slowly taking market share"
X Link 2025-11-12T13:14Z 53.7K followers, 12.8K engagements

"That article is wrong $GDS and $VNET revenue would have gone down if that were the case"
X Link 2025-11-12T15:41Z 53.7K followers, 9399 engagements

"Wow Jensen is a killer The OEMs are getting shafted from behind Big L for Dell SuperMicro Lenovo et al Big W for the ODMs - Foxconn Wistron Quanta Inventec"
X Link 2025-11-13T00:02Z 53.7K followers, 133.5K engagements

"Nanya is a legacy DRAM maker They make DDR4 RAM which is up a lot due to the big X (Micron Samsung Hynix CXMT) ceasing DDR4 production soon and shifting to DDR5 Nan Ya Plastics is a different company that makes standard FR-4 CCL for PCBs"
X Link 2025-11-14T19:38Z 53.7K followers, 16.4K engagements

"Very interesting Axion is their DC CPU like Amazon's Graviton Built on Neoverse V2 and TSMC N4 Bad news for Intel and AMD"
X Link 2025-11-14T23:24Z 53.7K followers, 27.6K engagements

"Infineon is getting fugged in China EV passenger vehicle sales & export till October 2025 was 12.22M (up XX% YoY)"
X Link 2025-11-15T19:59Z 53.7K followers, 10.6K engagements

"LMAO Marvell and Amazon took massive Ls Great for Nvidia SHORT MARVELL"
X Link 2025-11-18T01:24Z 53.7K followers, 77.4K engagements

"This is how SK Hynix manufactures its HBM"
X Link 2025-11-22T03:05Z 53.7K followers, 24.4K engagements

"Had a lot of fun shorting Synopsys"
X Link 2025-11-23T06:05Z 53.7K followers, 19.1K engagements

"Optics shopping lists are incomplete without Japan Component suppliers are also not included That's where the real alpha lies"
X Link 2025-11-25T02:01Z 53.6K followers, 61.4K engagements

"Lmao Btw SOI wafers are required for SiPh and RF chips The more optics demand the more SOI wafers required"
X Link 2025-11-25T16:15Z 53.6K followers, 31.9K engagements

"Lol Everyone is starting to discover Fujibo Holdings"
X Link 2025-11-28T14:34Z 53.7K followers, 159.2K engagements

"I'm now firmly more bullish on Google/Broadcom than Nvidia (though that's been the case since Nvidia crossed $5T in valuation)"
X Link 2025-11-28T14:47Z 53.7K followers, 29.8K engagements

"Well I saw some really crazy numbers for TPUs and other ASICs I expect margin compression for Nvidia They will try to prevent that by investing in their customers and act as a backstop but I don't think it will be enough to prevent compression The TAM/demand for the AI market is huge so revenue/income will still go up"
X Link 2025-11-28T15:05Z 53.6K followers, 35.4K engagements

"Bro u guys have Doosan I can't even invest in it They will just print cash in the next few years"
X Link 2025-11-29T00:05Z 53.7K followers, 13.9K engagements

"@Alisvolatprop12 Hope IBKR enters soon So many good companies in Korea I think Korean stocks will get a PE re-rating as well"
X Link 2025-11-29T00:12Z 53.6K followers, XXX engagements

""using X% of capex to reduce Nvidia's monopoly pricing power that can potentially bring down XXX% of Nvidia GPU pricing still big win" Hyperscalers using the TPU threat to get discounts"
X Link 2025-11-29T21:31Z 53.7K followers, 26K engagements

"Time to find Jensen's secret Twitter account"
X Link 2025-11-30T02:39Z 53.7K followers, 23.7K engagements

"Important trend to watch out for"
X Link 2025-11-30T03:41Z 53.7K followers, 14.9K engagements

"Biden banned Chinese cars (Trump hasn't reversed that) Semicon tariffs are halted due to rare earths Chinese players can't buy bonding equipment for HBM "Japan's export of semiconductor materials and components to China" Already happening "Chinese Big Tech's overseas operations" WeChat faced this threat Tencent & NetEase have stopped buying up gaming studios and are slowly divesting some of the overseas ones"
X Link 2025-11-30T07:47Z 53.6K followers, 2897 engagements

"The shortage is getting worse Electronic device shipments are being revised down (negative growth) for 2026 due to memory shortages Apple is in a nice spot cuz they have secured LTAs for memory and storage"
X Link 2025-11-30T11:29Z 53.7K followers, 49.3K engagements

"@jukan05 Carry trade is for currencies U borrow money in a low interest rate current currency (yen) and invest in the assets of a high interest rate currency (Mexican peso) and u pocket the interest rate difference/spread This blows up if the currency u borrow in (yen) rises sharply"
X Link 2025-12-01T01:33Z 53.7K followers, 1367 engagements

"Now guess which company provides the optical hardware to make distributed training possible anon :)"
X Link 2025-12-01T03:03Z 53.5K followers, 51.1K engagements

"Looks like Japan has halted semiconductor material supply"
X Link 2025-12-01T04:41Z 53.8K followers, 75.9K engagements

"Long Intel anon Even MediaTek may use Intel's EMIB for Advanced Packaging Qcom deal is certainly coming"
X Link 2025-12-01T06:46Z 53.8K followers, 26.1K engagements

"Big Whale coming Buckle up boys"
X Link 2025-12-01T06:50Z 53.5K followers, 17.6K engagements

"Hynix is the more focused memory bet and has maintained its superiority in HBM over competitors for a long time and will likely do that for HBM4 as well Samsung is a conglomerate The consumer electronics division will suffer next year due to high memory prices Device eXperience (DX) is XX% of Total Revenue (mobile TV etc) Device Solutions (DS) is XX% of Total Revenue (Logic memory) And the rest comes from Samsung Display (LED/OLED) Btw I expect Apple to take market share in phones from the Chinese & Samsung next year"
X Link 2025-12-01T10:51Z 53.8K followers, 18.4K engagements

""The lesson is post-training bottlenecks are solved by refining methods and data not just waiting for a better base.""
X Link 2025-12-01T12:20Z 53.6K followers, 16.4K engagements

"Boomer IBM Trash Baidu Iren and Oklo"
X Link 2025-12-01T14:05Z 53.7K followers, 9329 engagements

"Hedge Fund bros hold are experts at beefing and holding grudges"
X Link 2025-12-01T22:28Z 53.7K followers, 12K engagements

"Well the RL budget for V3.2 was $600k And they don't even have a 32k GPU cluster for training runs"
X Link 2025-12-01T22:46Z 53.6K followers, 12.8K engagements

"CXMT is doing crazy numbers as well I think they can easily hit $12B/yr in revenue as yields improve in 2026 And generate $7B-$8B in profits China bros u should invest in them when the IPO happens Next Cambricon"
X Link 2025-12-01T23:08Z 53.5K followers, 17K engagements

"Samsung may be super BACK"
X Link 2025-12-02T08:40Z 53.7K followers, 8944 engagements

"Xiaomi Huawei and Apple certainly won't integrate Bytedance's agent at the OS level They have strong LLM teams Oppo and Vivo also have a strong LLM team Bytedance has launched this agent with a ZTE phone"
X Link 2025-12-02T11:20Z 53.7K followers, 8613 engagements

"Zuck hand-cooked and hand-delivered soup to people he was trying to hire from OpenAI. I have serious doubts Zuck's cooking skills"
X Link 2025-12-02T22:02Z 53.6K followers, 17.7K engagements

"Ready for 10x crash in inference prices anon V4 will be so lit For those who don't know when the Whale released V2 in 2024 it caused a massive price war in China and every player was forced to cut prices"
X Link 2025-12-02T22:07Z 53.5K followers, 23.3K engagements

"Nobody could have foreseen this"
X Link 2025-12-02T23:22Z 53.7K followers, 3.1M engagements

"Shorting MediaTek in 2026 could be a great strategy Smartphone biz will be down (high memory prices TSMC raising wafer prices) If Google really out MediaTek after an experimental run for v8"
X Link 2025-12-03T01:41Z 53.7K followers, 20K engagements

"I will certainly own Anthropic stock Zhipu will probably IPO next year Minimax Moonshot OpenAI and Anthropic will probably IPO in the 2027-2029 window Lots of foundation model labs will be available"
X Link 2025-12-03T03:30Z 53.7K followers, 44.3K engagements

"Did u listen to me anon Copper shortages are going to get much much worse in 2027"
X Link 2025-12-03T10:33Z 53.6K followers, 28.9K engagements

"Sony lost the TV market so hard just like the other Japanese players"
X Link 2025-12-03T13:53Z 53.6K followers, 12.6K engagements

"Is DeepSeek V3.2 Speciale a neurosymbolic hybrid or is he r******"
X Link 2025-12-03T14:48Z 53.7K followers, 25.9K engagements

"Apple is bleeding a lot of talent"
X Link 2025-12-03T23:37Z 53.5K followers, 15.2K engagements

"Jensen Finesse He used to pump fake FPS numbers Now he pumps fake AI FLOPS"
X Link 2025-12-03T23:44Z 53.5K followers, 18.8K engagements

"The dichotomy around HBF is fascinating NAND producers hype it SSD controller manufacturers call it vaporware Phison CEO said the same thing"
X Link 2025-12-04T10:16Z 53.6K followers, 8487 engagements

"Xiaomi has some surprises as well @luo_fuli14427 is cooking"
X Link 2025-12-04T11:13Z 53.8K followers, 16.2K engagements

"Up XX% in November"
X Link 2025-12-04T22:20Z 53.7K followers, 67.9K engagements

"First get the phone manufacturers to increase on device RAM and higher memory bandwidth before dreaming about "on-device inference." Second and the most important point 5.5B people have an internet connection but less than 250M people can buy a device like this Wafer prices are going up and memory prices are going up massively On-device inference is super slow and super expensive"
X Link 2025-12-05T01:57Z 53.6K followers, 31.7K engagements

"Chinese GPU stocks trade like crypto"
X Link 2025-12-05T04:05Z 53.6K followers, 19.8K engagements

"Smart move by Baidu Unlike Moore Threads Kunlun has good IP and external customers that are satisfied with the product Since it's Hong Kong I can buy it too"
X Link 2025-12-05T05:32Z 53.7K followers, 8541 engagements

"They will develop it themselves Developing a 7B GUI agent isn't hard In fact Bytedance and Qwen have even open-sourced the methods and some models as well"
X Link 2025-12-05T08:51Z 53.7K followers, 7379 engagements

"Is CloudFlare run by idiots"
X Link 2025-12-05T09:12Z 53.7K followers, 22K engagements

"20GW in X years for a country like Korea isn't a lot"
X Link 2025-12-05T11:46Z 53.7K followers, 7447 engagements

"ASIC players and Broadcom had the chance to do it Jensen just grabbed it first"
X Link 2025-12-05T16:36Z 53.6K followers, 30K engagements

"When did Xiaomi start getting subsidies for their cars"
X Link 2025-12-05T23:20Z 53.8K followers, 8657 engagements

"This is not even finesse Broadcom and other hyperscalers had the opportunity to do this Nobody went to C.C. Wei and asked him to raise 3nm capacity by 35k WPM apart from Jensen Altman went to Taiwan and asked for $7T and XX fabs like an idiot C.C. Wei called him a podcast bro LMAO"
X Link 2025-12-05T23:28Z 53.6K followers, 26.9K engagements

"I'm not sure about that They have had PUE and renewable energy usage requirements for over X years A situation where u have the chips but can't deploy them in DCs doesn't exist in China Chinese companies are renting compute from SEA Japan Korea Europe Bytedance is literally building X Gigawatt-class training clusters outside China One in Johor and the other in Brazil"
X Link 2025-12-06T03:44Z 53.7K followers, 12.1K engagements

"ABF substrates are such a great long-term play Shortages will persist for the next X years for sure After that Feynman drops which will lead to a huge increase in ABF substrate usage (TAM expansion)"
X Link 2025-12-06T03:49Z 53.7K followers, 28.3K engagements

"LOL I was referring to semiconductor testing"
X Link 2025-12-06T10:34Z 53.8K followers, 10.6K engagements

"Bruh the guy got hit by an immense amount of force"
X Link 2025-12-06T13:44Z 53.6K followers, 11K engagements

"@teortaxesTex Gemini X vs V3.2 on generating insight about any topic Which one is better in ur opinion"
X Link 2025-12-07T07:33Z 53.7K followers, 1417 engagements

"Most people don't realize how hard Rubin CPX will cut Time To First Token (TTFT) next year Ur Edge NPU will always get mogged even when u add the latency from the cloud"
X Link 2025-12-07T07:51Z 53.7K followers, 38.9K engagements

"It's 240B and 10B Active Super fast super cheap and quasi frontier"
X Link 2025-12-07T09:29Z 53.6K followers, 6824 engagements

"Ciena and Synopsys LFG"
X Link 2025-12-07T10:31Z 53.8K followers, 36.7K engagements

"@jukan05 Did u get a GF yet Jukan Did ur Labubus work"
X Link 2025-12-07T12:19Z 53.8K followers, 7523 engagements

"LNG is more affected by unexpected growth in solar rather than oil"
X Link 2025-12-07T12:31Z 53.7K followers, 9657 engagements

"Well the market has slowly started to shift their focus on them Texas is up nearly XX% and ADI is up nearly XX% in the last XX days China risk still remains and is quite high (Huawei and others have released high end ADCs & DACs this year)"
X Link 2025-12-07T13:25Z 53.8K followers, 37.8K engagements

""Remove the coffee machines" Bruh"
X Link 2025-12-08T00:57Z 53.8K followers, 99.3K engagements

""May I meet you""
X Link 2025-12-08T04:43Z 53.7K followers, 10K engagements

"Looks like Paramount will get Warner Bros"
X Link 2025-12-08T11:12Z 53.7K followers, 6772 engagements

"Who the hell is spreading these rumors First Japan banned photoresist material (turned out to be false) Now China banning rare earths (turned out to be false)"
X Link 2025-12-08T11:17Z 53.6K followers, 12.4K engagements

"Nice A big hostile takeover"
X Link 2025-12-08T14:10Z 53.6K followers, 10.6K engagements

"Really impressive "AgiBot just rolled out its 5000th humanoid robot in Shanghai.""
X Link 2025-12-08T15:10Z 53.8K followers, 6158 engagements

"K2/K2 Thinking - It is a smart model V3.2 - Got to taste some parts of the next-gen architecture. Makes me super excited for V4"
X Link 2025-12-08T17:53Z 53.6K followers, 5209 engagements

"YUP Stock market performance drives consumer spending in US China biz is at least worth $1T in Nvidia market cap And I'm not even including the extra revenue that China biz will bring to the supply chain players"
X Link 2025-12-08T18:35Z 53.8K followers, 12.4K engagements

"Lots of Chinese and Japanese players"
X Link 2025-12-09T05:34Z 53.7K followers, 9149 engagements

"CETC makes lots of chips (they have more than X ASML machine lol) They also really good ion implanters"
X Link 2025-12-09T12:40Z 53.8K followers, 7036 engagements

"@keennay @teortaxesTex plebs like us have to pay $30k-$33k"
X Link 2025-12-09T13:20Z 53.7K followers, XXX engagements

"Still haven't fixed the "AI shine""
X Link 2025-12-09T17:36Z 53.8K followers, 40.4K engagements

"be Adobe 40-year-old PDF jockey 2025 stock doing a perfect -XX% swan dive Well pivot to AI says exec on 7-figure retention bonus cant ship a model because legal says every pixel needs a 12-page EULA Midjourney drops v7 makes our Firefly look like MS Paint with a hangover OpenAI drops GPT-Image Google drops nano-banana both free our response: Please login with your Adobe ID install Creative Cloud update XX GB restart then pay $53.99/month users collectively Alt-F4 into orbit watch in horror as ChatGPT/Gemini reads any PDF you give it for free enterprise cancels 10k seats overnight try to"
X Link 2025-09-14T21:35Z 53.8K followers, 3.4M engagements

"be Boomer proud owner of three non-running cars and a lawn that looks like Afghanistan Google wants to build 500-acre data center promises actual jobs that dont involve frying pork tenderloins city council holds public hearing Karen squad shows up with glitter signs Water is life they scream X billion gallons a year thats like XX billion chicken wings worth of water mfw they think the servers are just giant bongs getting refilled by Nestle vote passes 7-0 to yeet Google back to California celebrate by watering concrete at X p.m. in July unemployment rate stays higher than our average BMI"
X Link 2025-09-27T20:50Z 53.8K followers, 516.5K engagements

"He wears RMs that cost a few mil"
X Link 2025-10-26T16:31Z 53.8K followers, 1.6M engagements

"be SK Hynix bastard child of Hyundai '83 DRAM yield X% rest sold as premium ramen warmers dot-com pops our CFO becomes dartboard at creditor meet banks take fabs leave dignity rebrand to Hynix sounds like fitness still fat with debt SK chaebol tosses 3B says "get good" Intel off-loads NAND for 9B kept the x86 we kept the future lmao start stacking NAND higher than Seoul rent XXX layers and puffing TSV junkies invent HBM GPUs finally stop starvin' Jensen mails us leather jacket as hostage note roll HBM3E off line bandwidth needs truck license 2025: 12-layer HBM4 samples each die taller than"
X Link 2025-11-01T16:04Z 53.8K followers, 29.5K engagements

"SPICY Sam Altman is a master manipulator Mira and Ilya have lots of resentment against Sam"
X Link 2025-11-02T19:42Z 53.8K followers, 827.9K engagements

"The X themes for AI in 2026-2028: -Power is the biggest bottleneck rn -Lots of changes are happening in cooling due to GPU TDP going up and Megawatt class racks -Shortages in PCB manufacturing for GPUs/ASICs -Optics is exploding as we go from 100MW to 1GW+ DCs -Storage/Memory demand exploding due to AI inference and video/image generation"
X Link 2025-11-10T08:46Z 53.8K followers, 259.2K engagements

"China is now producing 8N high-purity synthetic quartz Mitsubishi Tosoh and Shin-Etsu will lose market share here"
X Link 2025-11-10T11:25Z 53.8K followers, 16.1K engagements

"@Alex_Intel_ frankfurt"
X Link 2025-11-10T16:16Z 53.8K followers, 2829 engagements

"Many are saying this"
X Link 2025-11-23T14:00Z 53.8K followers, 111.8K engagements

"be me junior hedge fund analyst MD wants "alternative assets" assigns me Labubu futures on Kalshi build 50-page deck on blind box variance backtest smirk-to-price correlation go long Pop Mart short Labubu hype perfect market neutral trade release day: all commons short contracts moon MD calls me a "toy market savant" check my personal account bought physical dolls to hedge my hedge all fake Lafufus from Alibaba mfw I'm a volatility oracle for counterfeit plastic"
X Link 2025-11-25T16:05Z 53.8K followers, 195.1K engagements

"be a solo founder in Estonia running a SaaS startup from my laptop get first customer in France spend X days learning French VAT rules get second customer in Germany German VAT is different apparently XX% on Tuesdays VIES portal down again invoice rejected because sequential number has wrong font pay XXX for VAT consultant to tell me I owe XX GDPR email arrives from Austrian data authority it's about a user who signed up with a fake email accountant says I need a local rep in X countries now total revenue: XX total compliance cost: 2400 EU says they're "supporting innovation" close laptop"
X Link 2025-11-27T01:48Z 53.8K followers, 757.1K engagements

"BRUH Nvidia isn't even supplying the VRAM anymore 2026 won't be a good year for consumers Buy ur PC/laptop as soon as possilble"
X Link 2025-11-27T21:22Z 53.8K followers, 316.7K engagements

"be XX year old Korean office drone graduated from "Who" University missed SKY by X Suneung points chaebol said "no thanks" now at SME making ramen wages sunbae makes me pour his soju with a 45-degree bow during hweshik plastic surgeon says my jawline is "failure-coded" drop X months salary on new chin for better "specs" dating app girl asks which Gangnam complex I own tell her it's a "villa" (glorified closet with mold) unmatched faster than my sunbae blocks promotions mom calls: "just borrow $500k from family for deposit" become N-Po: no marriage no kids no dignity but bought a Chanel bag on"
X Link 2025-11-28T00:14Z 53.8K followers, 1.1M engagements

"WOW Anthropic's FLOP mix is nearly XX% ASIC and XX% GPU"
X Link 2025-11-28T13:44Z 53.8K followers, 100.2K engagements

"Why is Burry acting so tough over a Geometric series problem XX year olds can solve this"
X Link 2025-12-01T04:32Z 53.8K followers, 202.1K engagements

"be Michael Burry call 2008 crash make $700M Christian Bale plays me think I'm the messiah of finance call XX of the last X recessions short NVDA in 2025 Jensen personally bends me over short TSLA Musk's tweet turns my portfolio into a meme Lululemon is "deep value" immediately does swan dive Shift4 "cheap" shifts my net worth left close Scion after XX years of pure uncut L's start newsletter selling premium bear suifuel write 12K words on deriving PV of a company think it's rocket science 14-year-old replies: "this is literally algebra 1" ratio'd so hard my internet cuts out mfw the real big"
X Link 2025-12-02T14:42Z 53.8K followers, 388.2K engagements

"Japan has a very strong grip on the robotics supply chain NSK makes high end bearings and ball screws (linear actuators) Nabtesco has a chokehold on cycloid reducers Nippon Thompson makes roller bearings and linear motion rolling guides. Their crossed roller bearings are designed for the rotating joints and handle stress from any direction"
X Link 2025-12-05T10:26Z 53.8K followers, 85K engagements

"Jensen's strategy to stay ahead of the competition - Extra ordering CoWoS capacity from TSMC to starve competition - Building strong close relationships with Asian suppliers - Monopolizing A16 and CoPoS for Feynman (2028) - Aggressively scaling TDP FLOPS memory capacity and bandwidth - Creating dedicated hardware for prefill to optimize TCO for customers (Rubin CPX and its successors)"
X Link 2025-12-05T15:46Z 53.8K followers, 158.2K engagements

"The agentic stuff is really detrimental to Google's ad business model If users start delegating their tasks to agents then agents will be the ones to watch all the ads Social media (Meta YouTube TikTok) ad biz will still work as humans are the ones scrolling But Google Amazon and Instacart will lose their ad biz"
X Link 2025-12-06T13:41Z 53.8K followers, 55.2K engagements

"The BOM of ur phone will have to increase by $100-$150 to enable something like this 1B x $XXX = $100B in increased hardware cost Let's say u replace ur phone after 3-4 years so $25B-$33B/year "Quick sense-check on what can shift: Simple assumptions - flex as you want. -1B users XX queries/day $0.002/query x XXX days = $35B/year in cloud inference cost. -If XX% of that moves on-device thats $11B+ of annual cloud demand that never materializes. -Marginal cost per local query is effectively $X once the device is shipped.""
X Link 2025-12-07T07:27Z 53.8K followers, 80.8K engagements

"Very important and bullish EDA "AI-driven EDA tools are emerging as a key supplement. The slides show that using reinforcement learning APR tools like Cadence Cerebrus and Synopsys DSO. AI for optimizing placement routing and metal stacking alone can yield an additional X% power savingsequivalent to the contribution of a single intermediate node upgrade.""
X Link 2025-12-07T11:52Z 53.8K followers, 26.9K engagements

"be senior AI engineer watching the apocalypse unfold head of machine learning ejects to "advisory role" (ghosting with vesting) design chief gets meta'd takes our interface bible with him legal head and policy czar retire on same day consolidate san diego AI hub: XXX people X zoom link foundation model team submits mass resignation via siri siri transcribes "we quit" as "wheat quinoa" they're all at openai by lunch new AI VP from google asks why our LLM runs on a watch chip exec announces "best-in-class AI integration strategy" translation: licensing Gemini and calling it Apple Intelligence"
X Link 2025-12-07T17:47Z 53.8K followers, 21.1K engagements

"I'm quite excited about the Synopsys earnings call China will likely be negative But the IP biz Nvidia's stake and AI speeding up the design process should be enough (good news)"
X Link 2025-12-07T18:09Z 53.8K followers, 18.9K engagements

"American Retail will expand the PE from XX to XX LOL"
X Link 2025-12-08T06:18Z 53.8K followers, 48.1K engagements

"Looks like Marvell really lost the Trainium deal AVGO and Alchip got the orders"
X Link 2025-12-08T12:10Z 53.8K followers, 30K engagements

"I expect Meta TikTok & YouTube to integrate something like this in the future (18-24 months max)"
X Link 2025-12-08T13:13Z 53.8K followers, 33.2K engagements

"Optimus Gen2 costs $50k-$60k This is a goldmine for me How did MS get this info"
X Link 2025-12-08T15:16Z 53.8K followers, 120.1K engagements

"LLMs still fail to generate insights"
X Link 2025-12-08T17:50Z 53.8K followers, 4267 engagements

"Hawks took another L The real question is will China allow it or not"
X Link 2025-12-08T18:01Z 53.8K followers, 29.7K engagements

"100k H100 cluster for the Whale and we get open source AGI next year"
X Link 2025-12-08T18:16Z 53.8K followers, 30.3K engagements

"At least $100B/year in incremental revenue btw Do the math anon From Nvidia to all its suppliers"
X Link 2025-12-08T18:20Z 53.8K followers, 15.8K engagements

"I doubt it It will probably be around 25k-27k"
X Link 2025-12-09T05:04Z 53.8K followers, 47.6K engagements

"Could happen But demand isn't fully priced in Have u considered additional China demand 35k WPM increase in Rubin production TPU ramp up"
X Link 2025-12-09T06:20Z 53.8K followers, 40.9K engagements

"U can already see this happening in PV cells (for the past 3-4 months) -I'm not sure about Lithium (due to sodium and solid state batteries) -Chemical is getting worse (they want to break BASF DuPont and Japanese monopoly) -EVs are interesting . BYD has slowed down expansion after going crazy for the past X years. But Geely or an SOE could take this opportunity to start expanding"
X Link 2025-12-09T12:48Z 53.8K followers, 29.3K engagements

"They just did for training frontier models (at least) Bytedance Alibaba Rednote Tencent Moonshot Baichuan Zhipu Deepseek Minimax etc will be the first batch of customers"
X Link 2025-12-09T13:12Z 53.8K followers, 15.2K engagements

"WOW A very cool spin off This will be a money machine I wonder how many they can manufacture in the next few years Demand is insatiable"
X Link 2025-12-09T14:34Z 53.8K followers, 38.4K engagements

"LMAO Samsung & Micron both will generate higher profit margin from DDR5 compared to HBM"
X Link 2025-12-09T14:36Z 53.8K followers, 49K engagements

"Bros are already leaving MSL"
X Link 2025-12-09T16:03Z 53.8K followers, 131.5K engagements

"They are doing a great job but"
X Link 2025-12-09T16:43Z 53.8K followers, 29.7K engagements

"The biggest reason why Trump et al. have allowed the exports of H200s is that AGI/ASI timelines have been extended from 2027 to the 2030s In that scenario not supplying GPUs to China now is basically hurting Nvidia's topline and helping in the creation of another AI hardware stack Nat Sec idiots need to learn more"
X Link 2025-12-09T17:12Z 53.8K followers, 67.8K engagements

"The funny thing is that Jensen Satya and Demis never had short timelines Jensen has always pushed "AI factories" not "AGI." The vibes changed after RL didn't generalize that well and Karpathy & Ilya started extending their timelines Sacks and Sriram understand AI economics quite well Unlike traditional software where the marginal cost of distribution is zero AI software has substantial inference/distribution costs (hardware eats the margins) Not allowing Nvidia hardware in China is basically hurting Nvidia's topline and creating an opportunity to create another AI stack Now that "AGI 2027""
X Link 2025-12-09T17:25Z 53.8K followers, 22.8K engagements

"WOW China became the top producer of high-quality AI research in 2025"
X Link 2025-12-09T17:27Z 53.8K followers, 12.5K engagements

"The timelines have been extended"
X Link 2025-12-09T17:42Z 53.8K followers, 11.8K engagements

"Stargate Abilene DC had to import transformers from China due to shortages"
X Link 2025-12-09T20:00Z 53.8K followers, 18.3K engagements

"it really looks like LBT is using Intels money to bail out a failed startup that he invested in as a VC. LMAO"
X Link 2025-12-10T07:15Z 53.8K followers, 23.7K engagements

"Lumentum is up XXX% since then"
X Link 2025-12-10T07:37Z 53.8K followers, 51K engagements

""Hanmi Semiconductor and Hanwha Semitech continue their legal battle over patent disputes." ASMPT stealing the show while these two fight LMAO 🤣🤣🤣🤣"
X Link 2025-12-10T09:07Z 53.8K followers, 19.9K engagements

"Only X countries in the world have shown the ability to develop multiple high-quality LLMs US China and Korea (as a distant third) France doesn't count as they only have Mistral"
X Link 2025-12-10T11:33Z 53.8K followers, 32.9K engagements

"This is very obvious TOLD U"
X Link 2025-12-10T11:55Z 53.8K followers, 21.5K engagements

"V4 dropping in Feb They may even drop a V3.5 at this rate"
X Link 2025-12-10T12:29Z 53.8K followers, 10.6K engagements

"This one is for the China bros (I can't invest) Dinglong makes CMP pads CMP slurries and post-CMP cleaning fluids CMP pad production will reach 50K pads/month in Q1 2026 They also produce ArF and KrF photoresist They have over XX phoresist products and XX are currently under validation by customers I expect them to take market share away from Qnity (DuPont) Entegris Fujibo JSR TOK and Shin Etsu"
X Link 2025-12-10T12:50Z 53.8K followers, 16.4K engagements

"BRUH Altman is cooked"
X Link 2025-12-10T12:57Z 53.8K followers, 19.1K engagements

"The GUI agent from Bytedance is really smart especially for a 7B model"
X Link 2025-12-10T13:08Z 53.8K followers, 7202 engagements

"Wenfeng is certainly a killer Converting $10k to $13M in X years is very impressive"
X Link 2025-12-10T15:21Z 53.8K followers, 26.8K engagements

"Qwen shipped their improved Omni model"
X Link 2025-12-10T15:31Z 53.8K followers, 6352 engagements

"Looks like the beef with ARM will end up with QCOM shifting to RISC-V"
X Link 2025-12-10T16:56Z 53.8K followers, 9538 engagements

"That's not true Apart from Graviton all the hyperscalers are basically shipping a standard ARM Neoverse chip"
X Link 2025-12-10T18:13Z 53.8K followers, 7755 engagements

"Both have generated wrong labels"
X Link 2025-12-11T04:51Z 53.8K followers, 6385 engagements

"ORACLE went from a hyperscaler to a REIT now 🤨🤨"
X Link 2025-12-11T06:34Z 53.8K followers, 95K engagements

"They have a closed fund (like Medallion) as well It has returned over 50%+ per annum for the last 4-5 years The public fund has downsized Wenfeng hasn't been involved with the quant fund since founding DeepSeek From what I know Wenfeng has a net worth of $2B-$3B excluding Deepseek"
X Link 2025-12-11T07:21Z 53.8K followers, 26.2K engagements

"Micron is also exiting the consumer SSD market in February 2026 to focus on eSSDs First DRAM now this"
X Link 2025-12-11T07:43Z 53.8K followers, 27.1K engagements

"LMAO Samsung's semiconductor division isn't even providing DRAM to the consumer division TM Roh needs to hold a surprise meeting with his Co-CEO Hyun Jun rather than a meeting with Micron's Sanjay Mehrotra"
X Link 2025-12-11T08:31Z 53.8K followers, 14.5K engagements

"The facts on the ground haven't changed And u can add Advanced Packaging to this list as well"
X Link 2025-12-11T10:29Z 53.8K followers, 27.4K engagements

"If u believe in OpenAI then buy Oracle and CoreWeave If u think Scam Altman is running a scam and will get crushed by Google then short Oracle and CoreWeave"
X Link 2025-12-11T12:26Z 53.8K followers, 26.7K engagements

"Interesting Apple has fumbled AI so hard that they might really get disrupted"
X Link 2025-12-11T12:48Z 53.8K followers, 9099 engagements

"Sydney Sweeney was also talking about Ciena's "Vertical Integration Play""
X Link 2025-12-11T14:39Z 53.8K followers, 17.6K engagements

"Likely Xpeng's Turing is XXX TOPS Nvidia's Thor is XXX TOPS"
X Link 2025-12-11T17:43Z 53.8K followers, 8890 engagements

"OpenAI cooked with this one"
X Link 2025-12-11T19:29Z 53.8K followers, 23.2K engagements

"A new attention mechanism"
X Link 2025-12-11T19:33Z 53.8K followers, 24.7K engagements