#  @tig88411109 Tigris Tigris posts on X about ai, $intc, $googl, if you the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::809013582/interactions)  ### Mentions: [--] [#](/creator/twitter::809013582/posts_active)  ### Followers: [------] [#](/creator/twitter::809013582/followers)  ### CreatorRank: [-------] [#](/creator/twitter::809013582/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [countries](/list/countries) [celebrities](/list/celebrities) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) [currencies](/list/currencies) [automotive brands](/list/automotive-brands) [vc firms](/list/vc-firms) **Social topic influence** [ai](/topic/ai), [$intc](/topic/$intc) #178, [$googl](/topic/$googl), [if you](/topic/if-you), [$mu](/topic/$mu) #209, [$goog](/topic/$goog), [in the](/topic/in-the), [taiwan](/topic/taiwan), [$nvda](/topic/$nvda), [elon musk](/topic/elon-musk) **Top accounts mentioned or mentioned by** [@financeyf5](/creator/undefined) [@elonmusk](/creator/undefined) [@xiejackie](/creator/undefined) [@bboczeng](/creator/undefined) [@imxiaohu](/creator/undefined) [@ronsonic](/creator/undefined) [@jacksonsaifu](/creator/undefined) [@terrytrewnues](/creator/undefined) [@hanscnelson](/creator/undefined) [@alecstapp](/creator/undefined) [@jukan05](/creator/undefined) [@ryan76589177](/creator/undefined) [@todeardaughter](/creator/undefined) [@sydneydaddy1](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@wallstjesus](/creator/undefined) [@rickyyu6612](/creator/undefined) [@findsomefries](/creator/undefined) [@jingjingli](/creator/undefined) [@sentomcotton](/creator/undefined) **Top assets mentioned** [Intel Corporation (INTC)](/topic/$intc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Micron Technology, Inc. (MU)](/topic/$mu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alpha Technology Group Limited (ATGL)](/topic/alpha) [Moderna Inc (MRNA)](/topic/$mrna) [Advanced Micro Devices (AMD)](/topic/$amd) [Microsoft Corp. (MSFT)](/topic/microsoft) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Oracle Corporation (ORCL)](/topic/$orcl) [American Eagle Outfitters (AEO)](/topic/$aeo) [Pfizer, Inc. (PFE)](/topic/$pfe) [Sandisk Corporation (SNDK)](/topic/$sndk) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Vertiv Holdings Co (VRT)](/topic/$vrt) ### Top Social Posts Top posts by engagements in the last [--] hours "The Seven Generative AI Building Blocks for the Next Generation of Consumer Technology Companies - Menlo Ventures https://menlovc.com/perspective/the-seven-generative-ai-building-blocks-for-the-next-generation-of-consumer-technology-companies/ https://menlovc.com/perspective/the-seven-generative-ai-building-blocks-for-the-next-generation-of-consumer-technology-companies/" [X Link](https://x.com/tig88411109/status/1661271684681469952) 2023-05-24T07:23Z [----] followers, [--] engagements "VC fund stacks [--] investors about their fund stack the tools they use to source startups manage deal flow diligence companies communicate with their LPs and more" [X Link](https://x.com/tig88411109/status/1693265274345316569) 2023-08-20T14:14Z [---] followers, [--] engagements "The person who wrote this MidJourney Prompt illustrated guide is definitely a master: A total of 370+ artists' styles are listed according to the horizontal and vertical coordinates in the document a tasteful picture is produced in minutes" [X Link](https://x.com/tig88411109/status/1694367907072159761) 2023-08-23T15:16Z [---] followers, [--] engagements "Twitter Leaderboard" [X Link](https://x.com/tig88411109/status/1709478753557201103) 2023-10-04T08:01Z [---] followers, [--] engagements "Researchers spend a great deal of time reading research pa- pers. However this skill is rarely taught leading to much wasted effort. This article outlines a practical and efficient three-pass method for reading research papers. https://web.stanford.edu/class/ee384m/Handouts/HowtoReadPaper.pdf https://web.stanford.edu/class/ee384m/Handouts/HowtoReadPaper.pdf" [X Link](https://x.com/tig88411109/status/1727528155953696916) 2023-11-23T03:23Z [----] followers, [---] engagements "@SydneyDaddy1 Nofu $k" [X Link](https://x.com/tig88411109/status/1730380092805968231) 2023-12-01T00:15Z [---] followers, [--] engagements "Nvidia Envy: understanding the GPU gold rush In [----] thousands of companies and countries begged Nvidia to purchase more GPUs. Can the exponential demand endure JOHN LUTTIG" [X Link](https://x.com/tig88411109/status/1732166829538410953) 2023-12-05T22:35Z [---] followers, [--] engagements "🌹ComfyUI Portrait Master. Ultra-detailed parameter settings You don't have to worry about not being able to write portrait prompts anymore Re-optimize the json list for more customization and expansion" [X Link](https://x.com/tig88411109/status/1736793212604526646) 2023-12-18T16:59Z [---] followers, [--] engagements "Dive into Deep Learning 🧑🎓 Interactive deep learning book with code math and discussions Implemented with PyTorch NumPy/MXNet JAX and TensorFlow Adopted at [---] universities from [--] countries https://d2l.ai/ https://d2l.ai/" [X Link](https://x.com/tig88411109/status/1737547903332491491) 2023-12-20T18:57Z [----] followers, [---] engagements "@StockSavvyShay ChatGPT show you more insights 😊" [X Link](https://x.com/tig88411109/status/1738257878983544999) 2023-12-22T17:59Z [---] followers, [---] engagements "@WallStJesus Watching fund managers closely they're tuned into inflation rates like hawks. Bet is on the Fed cutting rates if inflation cools. That'd mean a steeper yield curve (short-term rates dip faster than long-term). Good news for banks 📈" [X Link](https://x.com/tig88411109/status/1744950099472523475) 2024-01-10T05:11Z [---] followers, [---] engagements "@RickyYu6612 Loro PianaLogo😄" [X Link](https://x.com/tig88411109/status/1745967780099391689) 2024-01-13T00:35Z [---] followers, [---] engagements "🌟 #GPT🚀 #AI # #customGPTs" [X Link](https://x.com/tig88411109/status/1746427426236989747) 2024-01-14T07:02Z [---] followers, [--] engagements "@findsomefries @FinanceYF5 easy just try any famous artwork in a Grand Theft Auto style" [X Link](https://x.com/tig88411109/status/1751970259266154987) 2024-01-29T14:07Z [---] followers, [---] engagements "🎬 Dive into video editing effortlessly with #Clipchamp 🌟 Auto-captions in 80+ languages text-to-speech intuitive resizing and AI-powered editing - all in one tool. Unleash your creativity without limits watermark-free. Now a part of Microsoft. 🚀 🎥" [X Link](https://x.com/tig88411109/status/1752588349586747859) 2024-01-31T07:03Z [---] followers, [--] engagements "@Jingjing_Li @SenTomCotton CCP-backed TikTok abuses and silences people. Its algorithm brainwashes and lies to the west. US congressmen can question TikTok CEOs loyalty. It affects US security and interests. The naked racism claim is rubbish and unfair" [X Link](https://x.com/tig88411109/status/1753141655316705766) 2024-02-01T19:41Z [---] followers, [--] engagements "@Lan_Terer @MTradess @JustinTrudeau To see the fact of Hamas terrorist activities on [--] Oct [----] dont see the story" [X Link](https://x.com/tig88411109/status/1757788965762134166) 2024-02-14T15:28Z [---] followers, [--] engagements "@YSfMbKFbqP9ByGv openai😄" [X Link](https://x.com/tig88411109/status/1758518204840951898) 2024-02-16T15:46Z [---] followers, [--] engagements "The Arc Product-Market Fit Framework Sequoia Capital https://www.sequoiacap.com/article/pmf-framework/ https://www.sequoiacap.com/article/pmf-framework/" [X Link](https://x.com/tig88411109/status/1778597596447256613) 2024-04-12T01:34Z [----] followers, [---] engagements "AI 50: Companies of the Future Sequoia Capital https://www.sequoiacap.com/article/ai-50-2024/ https://www.sequoiacap.com/article/ai-50-2024/" [X Link](https://x.com/tig88411109/status/1778712370166276374) 2024-04-12T09:10Z [----] followers, [----] engagements "@elonmusk @BillAckman @Harvard No worries pro Hamas money will come" [X Link](https://x.com/tig88411109/status/1785920802766078237) 2024-05-02T06:34Z [----] followers, [--] engagements "@kyleichan Tiktok brain" [X Link](https://x.com/tig88411109/status/1787135283865284788) 2024-05-05T15:00Z [----] followers, [---] engagements "The YC Startup Directory Y Combinator Startup Directory Since [----] we have invested in over [----] companies that have a combined valuation of over $600B. In this directory you can search for YC companies by industry region company size and more. https://www.ycombinator.com/companiesbatch=W24 https://www.ycombinator.com/companiesbatch=W24" [X Link](https://x.com/tig88411109/status/1791455805394547046) 2024-05-17T13:08Z [----] followers, [---] engagements "📉💥#Pinduoduo isn't China's #Costco Instead of building it's disrupting. With ultra-low prices and millions of SKUs it exploits economic downturns and erodes trust damaging the market's health. Time to rethink the true cost of "cheap" 🛒🔍 #ecommerce #businessmodel #retail In the rapidly evolving landscape of Chinese e-commerce Pinduoduo has emerged with a distinctive business model that has led to its meteoric rise. However this model is far from the glossy exterior it presents. I will delve into why Pinduoduo cannot be considered China's Costco and why it is in fact a disruptor of the" [X Link](https://x.com/tig88411109/status/1793544118205075733) 2024-05-23T07:26Z [----] followers, [----] engagements "@USABelAir2021 @bboczeng" [X Link](https://x.com/tig88411109/status/1794914790189703343) 2024-05-27T02:13Z [----] followers, [--] engagements "@OliLondonTV The question is how they got admitted to the ivy school SAT 1200" [X Link](https://x.com/tig88411109/status/1795486915606852067) 2024-05-28T16:06Z [----] followers, [--] engagements "2024 AIPC DellPCAl A1PCPCAIPC Agent" [X Link](https://x.com/tig88411109/status/1795719448198066344) 2024-05-29T07:30Z [----] followers, [--] engagements "🚀 Voice agents are transforming our world and @a16zs latest article is a must-read 🌐✨ From reinventing phone calls to offering human-grade services without the cost the future of AI voice is here. Dive into the opportunities and be part of the revolution #AI #VoiceFirst #TechTrends 🤖🔊 https://gamma.app/embed/m3v486p98gt7jol https://gamma.app/embed/m3v486p98gt7jol" [X Link](https://x.com/tig88411109/status/1796086962711142876) 2024-05-30T07:51Z [----] followers, [---] engagements "AIAI 902211Chatgpt2381000TBGPT-3GPT-4175B1.8TB9Token0.3TB13TB42239 55905050%70%570%530%55015%" [X Link](https://x.com/tig88411109/status/1798229616999714954) 2024-06-05T05:45Z [----] followers, [--] engagements "Perhaps the captured moment subtly hints at a double top formation for NVIDIAs stock suggesting a potential decline on the horizon. Many years later as he faced the twilight of his illustrious journey amidst the remnants of a shattered AI bubble Jensen Huang would recall the euphoric throngs at the fan signing session following the momentous presentation that had propelled NVIDIA to the second-highest market cap in the world. He would struggle to remember another image so vivid so reflective of a fleeting epoch. The fervor of adulation a signpost pointing toward humanitys departure from" [X Link](https://x.com/tig88411109/status/1798234532241608840) 2024-06-05T06:04Z [----] followers, [---] engagements "@DrEliDavid @BBC @jconricus Warned Hitler before D-Day WTF" [X Link](https://x.com/tig88411109/status/1799823806841897377) 2024-06-09T15:20Z [----] followers, [--] engagements "📱 iPhone - [------] 📲 App Store - [-----] 📟 iPad - [-----] Apple Watch - [-----] 🎬 Services (Apple TV+ News Arcade) - [-----] 🕶 Vision Pro - [-----] 🚗 Apple Car - [-----] 🤖 Apple Intelligence - [-------] Apple is over" [X Link](https://x.com/tig88411109/status/1800421573037576577) 2024-06-11T06:55Z [----] followers, [--] engagements "While Xi's mistrust in the military might reduce the likelihood of invading Taiwan amid economic deterioration an economic downturn can also increase the chances of external aggression. Historically leaders have used military actions to divert attention from domestic issues as seen with Russia in Ukraine and North Korea's provocations. Taiwan's significance to Chinese national pride could motivate Xi to use an assertive stance to unify the country and reinforce his leadership. Despite economic troubles China's substantial military modernization means it still possesses the capacity for" [X Link](https://x.com/tig88411109/status/1807834312127176906) 2024-07-01T17:51Z [----] followers, [---] engagements "📉IpadApple WatchVision ProApple CarAI Apple IntelligenceAI AIAI AgentSirisiriGenAIGpt3.5GenAIOpenAIAIGpt4o" [X Link](https://x.com/tig88411109/status/1820258539874693377) 2024-08-05T00:40Z [----] followers, [--] engagements "@elonmusk @realDonaldTrump Two pages are enough to understand where President Trump will lead America" [X Link](https://x.com/tig88411109/status/1823239434017423453) 2024-08-13T06:05Z [----] followers, [---] engagements "@MS35835597 @TunedIntoTennis Draper knew he struck the ball first. It hit the floor altered its trajectory rebounded off his racket again and then sailed into the opponents court. But he lied. Anyone who's played tennis wouldn't understand that. BTW the ref was blind" [X Link](https://x.com/tig88411109/status/1824840782731440494) 2024-08-17T16:08Z [----] followers, [---] engagements "@WallStreetSilv The ending of the Bretton Woods system. Currencies were no longer tied to gold but became flat money" [X Link](https://x.com/tig88411109/status/1831215850503946722) 2024-09-04T06:20Z [----] followers, [--] engagements "@bboczeng September [--] @ 8:00 am - September [--] @ 5:00 pm Goldman Sachs Communacopia & Technology Conference Palace Hotel San Francisco" [X Link](https://x.com/tig88411109/status/1832851150938497288) 2024-09-08T18:39Z [----] followers, [---] engagements "🦋 [---] 🔥A1999519519All in💃" [X Link](https://x.com/tig88411109/status/1843167013377839278) 2024-10-07T05:50Z [----] followers, [--] engagements "🎆 💥30% [---------] 1999""2024🎆" [X Link](https://x.com/tig88411109/status/1843828242341605623) 2024-10-09T01:38Z [----] followers, [--] engagements "@SgLittlesmart https://x.com/callmeayela/status/1848049788920455545s=61&t=QQgmpSqoBQ_mthH6llNKbg Everyone should own a faceless YouTube channel that earns $10000/m Sadly most people think this takes years to achieve. Heres how to do it in the next [--] days: https://t.co/SFiOpnS8eq https://x.com/callmeayela/status/1848049788920455545s=61&t=QQgmpSqoBQ_mthH6llNKbg Everyone should own a faceless YouTube channel that earns $10000/m Sadly most people think this takes years to achieve. Heres how to do it in the next [--] days: https://t.co/SFiOpnS8eq" [X Link](https://x.com/tig88411109/status/1856077075641409934) 2024-11-11T20:50Z [----] followers, [----] engagements "@imxiaohu Very interesting post on Reddit about a use-case of ChatGPT. Helping a female person on medical treatment for her skin. "I used chat GPT to create a custom skin routine. Two months in this is how its going After doing research online and on Reddit I found that the little https://t.co/U5secWbCUH Very interesting post on Reddit about a use-case of ChatGPT. Helping a female person on medical treatment for her skin. "I used chat GPT to create a custom skin routine. Two months in this is how its going After doing research online and on Reddit I found that the little" [X Link](https://x.com/tig88411109/status/1856365538689331681) 2024-11-12T15:56Z [----] followers, [----] engagements "@EricTopol @TheLancet @IHME_UW Negative correlation with voters for RFK" [X Link](https://x.com/tig88411109/status/1859825746941968410) 2024-11-22T05:06Z [----] followers, [---] engagements "@FinanceYF5 This is The History of Stock Market Crashes. From the Great Depression to the [----] Financial Crisis stock market crashes have wiped out trillions in value. Here are the most disastrous crashes in history and the lessons theyve taught investors: https://t.co/uwtvnRPTWe This is The History of Stock Market Crashes. From the Great Depression to the [----] Financial Crisis stock market crashes have wiped out trillions in value. Here are the most disastrous crashes in history and the lessons theyve taught investors: https://t.co/uwtvnRPTWe" [X Link](https://x.com/tig88411109/status/1860343063178301833) 2024-11-23T15:22Z [----] followers, [----] engagements "@FinanceYF5 V = EPS (8.5 + [--] x Growth Rate) Simple but powerful In [----] Benjamin Graham lost almost everything in the market crash. Then he developed a formula so powerful Warren Buffett called him the smartest man I ever met. Heres Benjamin Grahams timeless formula for building generational wealth: https://t.co/0iuF2VLsnZ In [----] Benjamin Graham lost almost everything in the market crash. Then he developed a formula so powerful Warren Buffett called him the smartest man I ever met. Heres Benjamin Grahams timeless formula for building generational wealth: https://t.co/0iuF2VLsnZ" [X Link](https://x.com/tig88411109/status/1860715326448783785) 2024-11-24T16:01Z [----] followers, [----] engagements "@FinanceYF5 AI coding = Proper Documentation + Detailed Instructions It's like a smart kid who can code but doesn't know the best practices of code. You need to tell AI what exactly you want: - web app - features - structure etc Here's how you can make AI your full stack developer: 🧵 https://t.co/VjJzLjjyXG AI coding = Proper Documentation + Detailed Instructions It's like a smart kid who can code but doesn't know the best practices of code. You need to tell AI what exactly you want: - web app - features - structure etc Here's how you can make AI your full stack developer: 🧵" [X Link](https://x.com/tig88411109/status/1861692444632608973) 2024-11-27T08:44Z [----] followers, [---] engagements "@ScholarshipfPhd https://pubs.acs.org/doi/pdf/10.1021/acsnano.3c01544download=true https://pubs.acs.org/doi/pdf/10.1021/acsnano.3c01544download=true" [X Link](https://x.com/tig88411109/status/1863264613543887110) 2024-12-01T16:51Z [----] followers, [---] engagements "@FinanceYF5 LinkedIn CEO Reid Hoffman made his craziest prediction yet: 'By [----] traditional 9-5 jobs will be extinct.' He said AI will replace millions but a few who unlock this ONE cheat code will make millions overnight. Open this if you want to future-proof your career: 🧵 https://t.co/QVIN3u6M4U LinkedIn CEO Reid Hoffman made his craziest prediction yet: 'By [----] traditional 9-5 jobs will be extinct.' He said AI will replace millions but a few who unlock this ONE cheat code will make millions overnight. Open this if you want to future-proof your career: 🧵 https://t.co/QVIN3u6M4U" [X Link](https://x.com/tig88411109/status/1864327667706941664) 2024-12-04T15:15Z [----] followers, [----] engagements "@FinanceYF5 This is wild. OpenAI just dropped o1 full and Pro and it will completely change the AI agent reasoning game. [--] wild examples: https://t.co/of7m4udIDJ This is wild. OpenAI just dropped o1 full and Pro and it will completely change the AI agent reasoning game. [--] wild examples: https://t.co/of7m4udIDJ" [X Link](https://x.com/tig88411109/status/1865065153932497143) 2024-12-06T16:05Z [----] followers, [---] engagements "@FinanceYF5 Followers on social media is a dead concept in [----] The internet is at an inflection point and creators must adapt to survive. Let me explain why 🧵 https://t.co/bK5Fwe93rQ Followers on social media is a dead concept in [----] The internet is at an inflection point and creators must adapt to survive. Let me explain why 🧵 https://t.co/bK5Fwe93rQ" [X Link](https://x.com/tig88411109/status/1865613463911100656) 2024-12-08T04:24Z [----] followers, [---] engagements "@DrAllyLouks Where the line between observation and interpretation can blur. It's still garbage no matter how many people look at it."" [X Link](https://x.com/tig88411109/status/1865890357403386171) 2024-12-08T22:45Z [----] followers, [---] engagements "@FinanceYF5 Google just crushed ChatGPT with Gemini [---] Live feeds. Real-time answers. Almost zero latency. Heres why its blowing everyones mind: (#3 is crazy) https://t.co/wSXAR8Lp3e Google just crushed ChatGPT with Gemini [---] Live feeds. Real-time answers. Almost zero latency. Heres why its blowing everyones mind: (#3 is crazy) https://t.co/wSXAR8Lp3e" [X Link](https://x.com/tig88411109/status/1867570177103233033) 2024-12-13T14:00Z [----] followers, [----] engagements "@FinanceYF5 https://x.com/therookiecons/status/1863931367567835377s=61&t=QQgmpSqoBQ_mthH6llNKbg The emails between Elon Musk and Sam Altman are leaked. Its not just the insights that are surprising but their unique way of communicating Ive broken down the [--] most important to speak like a TOP-TIER entrepreneur. Get ready to take notes✍: https://t.co/ti7wTGMgkD https://x.com/therookiecons/status/1863931367567835377s=61&t=QQgmpSqoBQ_mthH6llNKbg The emails between Elon Musk and Sam Altman are leaked. Its not just the insights that are surprising but their unique way of communicating Ive broken" [X Link](https://x.com/tig88411109/status/1867973512935407942) 2024-12-14T16:42Z [----] followers, [----] engagements "AI doesn't possess the nuanced cognition of humans meaning it can't engage in the dynamic empathetic interactions required for something like a driving where real-time decision-making and social cues are key. This highlights a significant limitation in current AI models which rely on pattern recognition rather than true understanding or adaptability" [X Link](https://x.com/tig88411109/status/1870678248696549538) 2024-12-22T03:50Z [----] followers, [--] engagements "@__Inty__ 1/ The one big thing nobody is talking about: Did Elon want to shut the government down because of his business deals with China A thread. 🧵 1/ The one big thing nobody is talking about: Did Elon want to shut the government down because of his business deals with China A thread. 🧵" [X Link](https://x.com/tig88411109/status/1870867216218157346) 2024-12-22T16:21Z [----] followers, [----] engagements "@elonmusk It's the ultimate hypocrisy - showing off 'generosity' to mask the 'I told you I'm fine without him' vibe. But hey at least it's for a good intention right 😂" [X Link](https://x.com/tig88411109/status/1871228484871401814) 2024-12-23T16:16Z [----] followers, [---] engagements "@RonSonic @JacksonSaifu @terrytrewnues @elonmusk @HansCNelson How to compete" [X Link](https://x.com/tig88411109/status/1872705583905992941) 2024-12-27T18:06Z [----] followers, [--] engagements "@RonSonic @JacksonSaifu @terrytrewnues @elonmusk @HansCNelson Excuses wont get you into a top engineering programor help you build rockets or robots. If you cant handle systematic study you might as well focus on fixing rooftops or boilers" [X Link](https://x.com/tig88411109/status/1872709381676220912) 2024-12-27T18:21Z [----] followers, [--] engagements "@notPBD @elonmusk The society fears change more than failure. To overcome this humanity must embrace a new paradigmwhere excellence isnt seen as a threat but as a shared opportunity for progress. Only then can the promise of the American Dream and indeed the human dream be fulfilled" [X Link](https://x.com/tig88411109/status/1872815320651710625) 2024-12-28T01:22Z [----] followers, [--] engagements "@Liv_Boeree Asian-Americans: Lowest crime. Highest education. Major tax contributors. But their success isnt celebratedits feared. Turns out the real threat to America isnt failure; its excellence" [X Link](https://x.com/tig88411109/status/1872830004289257765) 2024-12-28T02:20Z [----] followers, [--] engagements "@TheQuartering Asian-Americans: the embodiment of the American Dreamhard work talent and no pain no gain. Lowest crime rates highest education levels dominating IT. The reward Becoming Americas most disliked immigrants. Meritocracy hits different when its them winning" [X Link](https://x.com/tig88411109/status/1872893663594029288) 2024-12-28T06:33Z [----] followers, [--] engagements "@elonmusk Society doesnt fear the powerless; it fears the brilliant. Skin color language culturetheyre just excuses. The real fear is of losing to those who refuse to play small" [X Link](https://x.com/tig88411109/status/1872899524110500152) 2024-12-28T06:56Z [----] followers, [---] engagements "@elonmusk H-1Bs: the scapegoat of Americas broken meritocracy. Critics cry abuse while ignoring the value immigrants bring to STEM. Fix the oversight but stop pretending the program isnt essential" [X Link](https://x.com/tig88411109/status/1872901152813314368) 2024-12-28T07:03Z [----] followers, [---] engagements "@IKchmt6jSYhp5I8 @AlecStapp H-1Bs arent perfect but lets get real: Some abuse the system for cheap labor. Most drive innovation in industries Americans rely on. The issue isnt immigrationits oversight and local workforce gaps" [X Link](https://x.com/tig88411109/status/1872903239370514671) 2024-12-28T07:11Z [----] followers, [---] engagements "@AlecStapp America loves diversity as long as it stays in its place. The moment marginalized groups rise from the margins to the center Panic. This isnt about culture or language. Its about fearof losing dominance to someone better" [X Link](https://x.com/tig88411109/status/1872903958085476393) 2024-12-28T07:14Z [----] followers, [--] engagements "@ksorbs H-1Bs fill roles Americans cant or wont do. STEM gaps are real and the demand outpaces the supply. Want to end dependency Start by fixing our broken education system" [X Link](https://x.com/tig88411109/status/1872904469001977923) 2024-12-28T07:16Z [----] followers, [--] engagements "@RichardHanania How to fill the gap Please fix the broken education system before cutting off" [X Link](https://x.com/tig88411109/status/1872905597324349448) 2024-12-28T07:21Z [----] followers, [---] engagements "@MostlyPeacefull Cooks making $30k are not getting H1-B visas. The databases you are looking at are for *applications* but the minimum salary for H1-B is $60k. If you actually search through the applications youll see they were immediately denied. You are being lied to and falling for it" [X Link](https://x.com/tig88411109/status/1873050493469278586) 2024-12-28T16:56Z [----] followers, [---] engagements "@AoverK @dvassallo Cooks making $30k are not getting H1-B visas. The databases you are looking at are for *applications* but the minimum salary for H1-B is $60k. If you actually search through the applications youll see they were immediately denied. You are being lied to and falling for it" [X Link](https://x.com/tig88411109/status/1873052909363183678) 2024-12-28T17:06Z [----] followers, [--] engagements "@elonmusk This is a real American Dream" [X Link](https://x.com/tig88411109/status/1873071491916677581) 2024-12-28T18:20Z [----] followers, [--] engagements "https://storm.genie.stanford.edu/ https://storm.genie.stanford.edu/" [X Link](https://x.com/tig88411109/status/1874155717244182883) 2024-12-31T18:08Z [----] followers, 17.6K engagements "@imxiaohu Most numbers of parameters are estimate reported to provide more context for understanding the models performance./" [X Link](https://x.com/tig88411109/status/1874850457249833070) 2025-01-02T16:09Z [----] followers, [---] engagements "While the comparison to meme coins is novel it's true that Buffett's influence on stock popularity through media has parallels to today's social media-driven trends. However Berkshire Hathaway's value is fundamentally rooted in tangible business achievements and long-term investment strategy unlike the often speculative nature of meme coins. It's a reminder that the dynamics of influence in finance have evolved but the core of investment value remains different" [X Link](https://x.com/tig88411109/status/1881128857203622299) 2025-01-19T23:57Z [----] followers, [--] engagements "Stephen Miller Charlie Kirk 🚨 BREAKING - STEPHEN MILLER JUST WENT OFF: "WE are the ones who build who create who lift up humanity. You thought you could KILL Charlie Kirk YOU HAVE MADE HIM IMMORTAL" "They cannot IMAGINE what they have AWAKENED They cannot conceive of the army they have arisen in all of us" "And now millions will carry on his legacy And we will devote the rest of our lives to FINISHING the causes for which Charlie gave his last measure of devotion." "We stand for what is GOOD virtuous and NOBLE. And to those trying to incite violence against us . What do YOU HAVE You have" [X Link](https://x.com/tig88411109/status/1969885873828405370) 2025-09-21T22:06Z 30.4K followers, 23.6K engagements "2.8%: The Number That Audits the AI Memory Trade 2.8%. Thats not a benchmark score. Thats a receipt. DeepSeek took a 100B-parameter memory table parked it in standard host DRAM (normal server memory not fancy GPU memory) and the throughput http://x.com/i/article/2011002255378620416 http://x.com/i/article/2011002255378620416" [X Link](https://x.com/anyuser/status/2011025285907705879) 2026-01-13T10:39Z 50.5K followers, 130.9K engagements "Sol Price: The Founder who taught Jim Sinegal Jeff Bezos Sam Walton and Bernie Marcus https://world.hey.com/davidsenra/sol-price-the-founder-who-taught-jim-sinegal-jeff-bezos-sam-walton-and-bernie-marcus-a0ea2154 https://world.hey.com/davidsenra/sol-price-the-founder-who-taught-jim-sinegal-jeff-bezos-sam-walton-and-bernie-marcus-a0ea2154" [X Link](https://x.com/tig88411109/status/1731349323307500017) 2023-12-03T16:27Z 40.6K followers, [---] engagements "AI Semiconductors $NVDA Nvidia $AVGO Broadcom $MRVL Marvell Technology $INTC Intel $AMD AMD $TSM TSMC $CLS Celestica Cloud Service Providers $AMZN Amazon $MSFT Microsoft $GOOGL Alphabet $ORCL Oracle $NOW ServiceNow $BABA Alibaba Cloud $IBM IBM Servers $SMCI Super Micro $DELL Dell $VRT Vertiv Holdings $HPE HPE Networking $CSCO Cisco Systems $ANET Arista Networks $FFIV F5 Networks $JNPR Juniper Networks $CIEN Ciena $EXTR Extreme Networks $CRDO Credo Technology Cloud and Data Services $INOD Innodata $INFN Infinera $PLTR Palantir $GTLB GitLab $ESTC Elastic $DDOG Datadog $CFLT Confluent $DOCN" [X Link](https://x.com/tig88411109/status/1868718411129454766) 2024-12-16T18:02Z 35.6K followers, 17.8K engagements "@MarkRoie80403 Every major tech revolution starts this way tools first profits later. The infrastructure is here now its just a matter of evolution. ChatGPT MAU has reached over [---] billion visits that kind of scale always breeds viable business models" [X Link](https://x.com/tig88411109/status/1987571048003547137) 2025-11-09T17:20Z 36.8K followers, [---] engagements "Nano 🍌 Token Remember to have fun 🫶 "image_metadata": "title": "Candid Charm: The Playful Gaze" "category": "Hyper-realistic Lifestyle Photography" "tone": "Charming Raw Youthful Candid" "prompt_elements": "subject": "description": "Young Asian https://t.co/DKLcEw3TlP Remember to have fun 🫶 "image_metadata": "title": "Candid Charm: The Playful Gaze" "category": "Hyper-realistic Lifestyle Photography" "tone": "Charming Raw Youthful Candid" "prompt_elements": "subject": "description": "Young Asian https://t.co/DKLcEw3TlP" [X Link](https://x.com/tig88411109/status/1991682257074155541) 2025-11-21T01:37Z 38.8K followers, 108.9K engagements "Everyone is talking about Gemini [--] and Nano Banana but the real breakthrough today is Google quietly launching BigQuery AI which finally plugs AI directly into the core of enterprise data. For the first time companies dont need to move data around write pipelines or rely on specialized ML teams; they can analyze model and predict with a single natural-language instruction. This is the moment AI stops being a demo and starts becoming infrastructure the point where productivity revenue and real economic value begin. The biggest market ahead isnt chat or image generation but AI deeply fused with" [X Link](https://x.com/tig88411109/status/1991952899623252081) 2025-11-21T19:32Z 39.4K followers, [----] engagements "If you want to size $GOOG you need a range not fantasies. Investors get lost because they listen to every 10x pitch and forget the math. Heres how I look at it. Were entering a [--] to [--] trillion AI value cycle. Alphabet can reasonably take [--] to [--] trillion of that. Moving from 3T to 45T is not storytelling. Its value shifting toward whoever controls the workflow. The upside is never about the multiple. Its about earnings velocity. If Google embeds AGI into Search Android and enterprise operations the business model changes. You stop selling ads. You start charging an access fee to the digital" [X Link](https://x.com/tig88411109/status/1992091755123187991) 2025-11-22T04:44Z 40.4K followers, [----] engagements "If there was a real bubble it happened in [----] and [----] when a single early model like GPT-3 or GPT-4 was enough to send Nvidia up tenfold and push valuations into triple-digit territory. That period was speculation driven by imagination rather than earnings. What we are seeing in [----] is the opposite. This year has been about validation not excess. The AI buildout is now funded by four real buyers with real cash flow like Microsoft Google Amazon and Meta and their collective valuation sits near [--] times earnings far below the seventy times we saw in the dot-com era. The market is also no" [X Link](https://x.com/tig88411109/status/1992093985427640500) 2025-11-22T04:53Z 39.4K followers, [----] engagements "Still mixing the wrong things. Macro cycles dont run the same clock as industry. Companies move on product cycles cost curves and the people running them. Thats why good firms compound even in recessions. And youre skipping the biggest driver of value execution and innovation. AI isnt consumer spending. Its entrepreneurs pushing a tech curve forward. What youre making is a timing call.Timing isnt insight. Its confidence you can guess when everyone else sells first. Thats the riskiest edge in markets. Focus on companies and longevity of tech cycle" [X Link](https://x.com/tig88411109/status/1992258299971170490) 2025-11-22T15:46Z 39K followers, [--] engagements "@tech_signals FYI I lived through every crash since [----]. They all looked different on the surface but the pattern never changed. They arrived faster than anyone expected and wiped out what looked safe. Real investing was never about guessing moves. It was about building a system that protects I lived through every crash since [----]. They all looked different on the surface but the pattern never changed. They arrived faster than anyone expected and wiped out what looked safe. Real investing was never about guessing moves. It was about building a system that protects" [X Link](https://x.com/tig88411109/status/1992263919835251161) 2025-11-22T16:08Z 39K followers, [---] engagements "Everyone keeps trying to size AI by asking how much it can add to global GDP. That question is already too small. Global GDP is roughly [---] trillion dollars. If AI were just a writing assistant then yes the ten year productivity boost would be a few trillion at most. That is the linear scenario. But AI is not stopping at language. Once it penetrates enterprise workflows rewrites decision chains and automates operational layers the curve shifts. You move from a simple efficiency tool to a new coordination technology. At that point the contribution is not three trillion or eight trillion. It" [X Link](https://x.com/tig88411109/status/1992270889732473130) 2025-11-22T16:36Z 39.4K followers, [----] engagements "The memory sector has been the strongest performer this year. Prices are rising almost monthly and Micron is already up 2x. So when $MU sells off right after Google drops a new AI model people assume the worst: CFO raised Capex. Is this the start of another overbuild That reaction completely misreads where we are in the cycle. Micron is not dealing with a traditional DRAM boom-bust. Its sitting inside a multi-year AI-driven supercycle with demand coming from every direction. Model sizes are still compounding. Inference is just getting started. AI agents and on-device intelligence are about to" [X Link](https://x.com/tig88411109/status/1992612930999959870) 2025-11-23T15:15Z 40.4K followers, [----] engagements "Investors keep asking for a clean long-term valuation range on $NVDA so here is the framework that actually matters. If AI becomes an internet-scale platform it will unlock roughly [--] trillion dollars of new value over the next decade. Semiconductors historically capture [--] to [--] percent of the compute layer and Nvidia controls the critical layers of that stack: silicon systems software and ecosystem lock-in. Even under conservative share assumptions that translates into [--] to [--] trillion dollars of incremental enterprise value.This is what underpins the long-term optimistic band near 300" [X Link](https://x.com/tig88411109/status/1992615804580573464) 2025-11-23T15:26Z 39.5K followers, [----] engagements "This looks like a tiny UX tweak but it is the one update every AI bear should be afraid of: Google $GOOG just put ads inside AI answers. In one move the whole AI narrative flips from mysterious new revolution to a very old very real business model: AI is not a clean break from ads. It is the next stage of the ad system. Most people still carry this romantic idea that AI would clean up the internet remove friction remove noise and make the whole experience feel more direct. What Google just showed is that AI doesnt erase advertising. It absorbs it. It makes it smarter harder to notice and far" [X Link](https://x.com/tig88411109/status/1992636488174186987) 2025-11-23T16:48Z 40.4K followers, [----] engagements "TPU Prompt Generate an ultra-detailed hyperrealistic exploded technical view of googles TPU. The image should show every component separated in 3D space floating in a clean engineering layout with perfect alignment and labeled layers. Keep the perspective dynamic but readable like a premium industrial design schematic" [X Link](https://x.com/tig88411109/status/1993317783397167140) 2025-11-25T13:56Z 40.4K followers, [----] engagements "Intel is suddenly back in play. Google and Meta are now evaluating Intels advanced packaging for their [----] TPU and ASIC roadmap a shift that only makes sense if the world is quietly preparing for a Taiwan risk the market refuses to price. If you really understood the XiTrump call youd know the biggest global risk isnt an AI bubble. There is no bubble. Were still in the early innings of a supply-constrained infrastructure supercycle. The real systemic fuse is Taiwan. If Taiwan goes offline global compute doesnt slow it collapses. And hyperscalers are already planning for that scenario. Can" [X Link](https://x.com/tig88411109/status/1993586509564518500) 2025-11-26T07:43Z 40.8K followers, 48.7K engagements "Intel $INTC is becoming the only real geopolitical hedge in the entire AI stack. The decade-long mispricing is finally starting to break. Ive pulled together a fund-grade memo supply-chain maps scenario paths and the exact mechanics we use internally to price the re-rating. This isnt a cheap-stock story. Its the market waking up to the only thing that matters once AI turns into national infrastructure: on-shore advanced packaging and a credible U.S. foundry anchor. PPT: Gumroad link below Inside the Deck: Why hyperscalers are positioning Intel as the second anchor of the global compute stack;" [X Link](https://x.com/tig88411109/status/1993941074264641800) 2025-11-27T07:12Z 40.8K followers, 30.1K engagements "Intel $INTC Inside the deck: The variant perception: Intel is priced like a broken IDM while the compute stack is already shifting. GRDS in one line: game theory physics reflexivity and asymmetry all converge on Intel. The bottleneck moved from nodes to package area: reticle physics make Intel the only scalable home for giant AI ASICs. The world is moving to a dual-anchor compute system. Intel is the U.S. anchor. The [--------] death valley is a timing issue not a thesis issue. The re-rating math: policy capital sets the floor credibility triggers the regime shift. Positioning: treat it as a" [X Link](https://x.com/tig88411109/status/1993943190001561826) 2025-11-27T07:21Z 40.8K followers, [----] engagements "Intel $INTC didnt rally on vibes today. The market is slowly waking up to a simple but brutal shift: Apple Google and Meta might push part of their advanced packaging to Intel. If thats true youre not looking at a chip stock anymore. Youre looking at the next control point in the AI physical stack. But heres the thing most people cant hold a position even when the thesis is screaming at them. They dont internalize anything. Three green candles create conviction one red candle destroys it. This entire setup only makes sense if you understand the structural logic. So I put it all in the new" [X Link](https://x.com/tig88411109/status/1994463815648629183) 2025-11-28T17:50Z 40.8K followers, 16.8K engagements "Intel: A Structural Re-pricing of Strategic Infrastructure $INTC If you want the complete breakdown pricing power shift EMIB scale-up risks and Intels re-rating path its all inside. General informational and educational purposes only. Not individualized investment advice. https://tig88411109.gumroad.com/l/jqwjkz https://tig88411109.gumroad.com/l/jqwjkz https://tig88411109.gumroad.com/l/jqwjkz https://tig88411109.gumroad.com/l/jqwjkz" [X Link](https://x.com/tig88411109/status/1994463818676867361) 2025-11-28T17:50Z 40.8K followers, [----] engagements "Intel $INTC alpha. Intel is suddenly back in play. Google and Meta are now evaluating Intels advanced packaging for their [----] TPU and ASIC roadmap a shift that only makes sense if the world is quietly preparing for a Taiwan risk the market refuses to price. If you really understood the XiTrump https://t.co/VJrejdIe4P Intel is suddenly back in play. Google and Meta are now evaluating Intels advanced packaging for their [----] TPU and ASIC roadmap a shift that only makes sense if the world is quietly preparing for a Taiwan risk the market refuses to price. If you really understood the XiTrump" [X Link](https://x.com/tig88411109/status/1994466854782562812) 2025-11-28T18:02Z 39.8K followers, [----] engagements "If you still think Apple handing the entry-level M-series to Intels 18A is just a foundry transfer youre missing the entire scale of what happened. This isnt an order. Its a public vote on what manufacturing sovereignty looks like in a post-Taiwan world. Ming-Chi Kuos readout is explicit: after completing the NDA and the 18A PDK milestones Apple plans to start moving the base M5/M6 chips to Intel beginning mid-2027 with roughly [----] million units a year mostly the MacBook Air and iPad Pro tiers. The retail storyline is the former CPU supplier gets a second life as a foundry partner. But thats" [X Link](https://x.com/tig88411109/status/1994569381486235899) 2025-11-29T00:49Z 40.8K followers, 26.5K engagements "@KikeroTamagawa Fair. Chips are all execution yield quality leadership. But real orders force real progress and we just track the milestones. Intels got the history. Now its about proving it step by step" [X Link](https://x.com/tig88411109/status/1994596898003616120) 2025-11-29T02:38Z 40.8K followers, [----] engagements "Great powers do not build security on dependence. They build security on redundancy. Anyone who has stayed in this industry knows that an executive with a decade at Intel and two decades at TSMC moving back is one of the most normal in modern semiconductor history. What isnt normal is turning it into a national-security drama. The moment Taiwan prosecutors froze over NT$2 billion of assets from former TSMC senior VP Luo Weiren after raiding his home and alleging he took 2nm process knowledge before joining Intel you could feel something shift. This was never just a criminal case. It was" [X Link](https://x.com/tig88411109/status/1994808285208481897) 2025-11-29T16:38Z 42.3K followers, 96.1K engagements "The best kind of Thanksgiving gift isnt a discount. Its seeing our supply-chain risk management paper accepted by a top engineering journal. Proof that theory data and semiconductor-level complexity can convergeand push the frontier forward. Keep Learning Keep Rising" [X Link](https://x.com/tig88411109/status/1994846286403768470) 2025-11-29T19:09Z 40.8K followers, [----] engagements "Calling this the US stealing Taiwans IP is wild. Luo was literally trained by the US Berkeley PhD then spent years at Intel before he ever joined TSMC. If anything Taiwan benefited massively from American IP through him. This guy helped lift TSMCs entire advanced-node capability. Nobody gave more to Taiwans semiconductor rise than he and his family. And the irony is brutal: his father was a military police commander in Taiwan If he were alive today seeing his son accused of betraying Taiwan for the very knowledge he once brought home hed probably find the whole thing absurd. Lets talk" [X Link](https://x.com/tig88411109/status/1994972364359307277) 2025-11-30T03:30Z 40.8K followers, 24.2K engagements "@NoBanksNearby Exactly anyone who has stayed in this industry knows that an executive with a decade at Intel and two decades at TSMC moving back is one of the most normal in modern semiconductor history" [X Link](https://x.com/tig88411109/status/1994975071128236117) 2025-11-30T03:41Z 40.8K followers, [----] engagements "AI wont end when valuations get stupid. It breaks when we hit the power wall. In April Google was finished. At [---] its suddenly best model + best in-house silicon positioned head-to-head with OpenAI and Nvidia. Both stories miss the real axis: the cost of intelligence. Both stories are wrong frame. Like Burry calls AI a bubble. He is using a housingmarket mental model for a physics problem. Credit kills real estate cycles. In AI the only thing that can really kill the cycle is energy how much intelligence you can squeeze out of every joule. Once you look at it that way Google at [---] is a" [X Link](https://x.com/tig88411109/status/1995179037778690057) 2025-11-30T17:12Z 42.2K followers, [----] engagements "You are a fan not an investor. If the only thing you hear from that Musk interview is I dont buy stocks I only build. The real tell was when he quietly told you who gets to be AI king today and who is being groomed to run the empire next. Today Nvidia is king. Tomorrow the most valuable operator over the next decade is Google. Why Most people heard Nvidia is strong Google is also good. Thats not how decision-makers hear it. Any CEO with a few billion in AI capex on the line heard something very different: What keeps them up at night is not will my product sell its will my supply chain hold." [X Link](https://x.com/tig88411109/status/1995338500913393666) 2025-12-01T03:45Z 40.8K followers, 249K engagements "People saw the AWSGoogle multi-cloud announcement as two rivals being polite. If thats your frame you already missed the plot. The re-rating starts there. What actually happened is much closer to Apple and Android waking up one morning and saying: OK from today our phones pass files like they are on the same OS. No hacks no weird apps just tap and it moves. People keep treating cloud like its a product. It isnt. Its an electrical grid with human governance layered on top. And grids dont collapse because the power is weak but because the architecture is brittle. Thats why the AWSGoogle" [X Link](https://x.com/tig88411109/status/1995387978999611762) 2025-12-01T07:02Z 40.8K followers, [----] engagements "Burry isnt wrong because hes sloppy. Hes wrong because hes trapped in the only war he ever won. Old models always misprice new machines. Is Tesla ridiculously overvalued Michael Burry isnt misreading financials hes living inside [----]. His entire worldview is build On the physics of real estate: credit creation leverage spirals duration mismatch yield-curve inversion balance sheets snapping under their own weight. In that world gravity is constant: what goes up must come down. That model worked in housing. It made him a legend. But legends usually die on the same hill that made them famous." [X Link](https://x.com/tig88411109/status/1995574630372048949) 2025-12-01T19:24Z 41.9K followers, 121.8K engagements "@t2ttbillsclub Sure every era has one fatal mistake. Ours is letting people who understand credit decide the value of a technology defined by energy" [X Link](https://x.com/tig88411109/status/1995609780061438361) 2025-12-01T21:43Z 40.8K followers, [----] engagements "One week ago I published a buy-side style Intel memo around $36 priced at $4.99. Today the $INTC stock is $43 after a +10% day and a +6% day. The point of Tigris Research is not I called the bounce its to put a clear one-read framework on paper before the move: packaging foundry Apple 18A and the post-Taiwan re-rating path. Current price for the memo is $7.99. Link in the comments. https://twitter.com/i/web/status/1995912497392763202 https://twitter.com/i/web/status/1995912497392763202" [X Link](https://x.com/tig88411109/status/1995912497392763202) 2025-12-02T17:46Z 41.6K followers, [----] engagements "Quick note on pricing: I dont live off selling reports.$7.99 is not a business model its a filter. Free research attracts noise. A small ticket forces both sides to slow down and actually read 20+ slides. https://tig88411109.gumroad.com/l/jqwjkz https://tig88411109.gumroad.com/l/jqwjkz" [X Link](https://x.com/tig88411109/status/1995912499661811965) 2025-12-02T17:46Z 40.8K followers, [----] engagements "The next crisis wont come from currencies. It will come from systems that cant tell the truth about themselves. And if youre setting global allocation for [----] you cant afford to ignore that. Wall Street GS MS BofA are still trading the old cycle. A weaker dollar EM beta valuation reversion the familiar choreography. But that playbook assumes something that no longer exists: a world where institutions degrade slowly rather than abruptly. That assumption is now wrong. And this is where my view breaks from the Street. Everyone calls EM cheap. But cheap relative to what To earnings To cycles Or" [X Link](https://x.com/tig88411109/status/1995930907212218870) 2025-12-02T18:59Z 40.8K followers, [---] engagements "The next crisis wont come from currencies. It will come from systems that cant tell the truth about themselves. And if youre setting global allocation for [----] you cant afford to ignore that. Wall Street GS MS BofA are still trading the old cycle. A weaker dollar EM beta valuation reversion the familiar choreography. But that playbook assumes something that no longer exists: a world where institutions degrade slowly rather than abruptly. That assumption is now wrong. And this is where my view breaks from the Street. Everyone calls EM cheap. But cheap relative to what To earnings To cycles Or" [X Link](https://x.com/tig88411109/status/1995931504841818378) 2025-12-02T19:02Z 40.8K followers, 11.7K engagements "People see someone hot in well fitted denim and want the same jeans. That is not ideology. That is pricing. Tonight $AEO is up 10% after hours on an earnings beat. The stock is just catching up to what human nature priced months ago. Investing works the same way. You do not need Wall Street models you need common sense and a feel for mood shifts. Four months ago when I flagged AEO off that problematic ad people were still laughing. It is just a jeans commercial why drag politics and Nazis into it. Moral noise on top of very old instincts. From July [--] to now the stock did what cultural hinge" [X Link](https://x.com/tig88411109/status/1995993137026879921) 2025-12-02T23:07Z 40.8K followers, 11.4K engagements "Im not reflexively short China. On genuine bottom-up innovation including DeepSeek and the open-source ecosystem Ive been very positive. I called both the first China ADR squeeze last October and the second leg this year in advance and mapped the full thesis. Check the threads if you care about receipts. I honestly dont see many people here who are more brutally balanced on Chinas structural upside and its regime risk. https://twitter.com/i/web/status/1996050862758850629 https://twitter.com/i/web/status/1996050862758850629" [X Link](https://x.com/tig88411109/status/1996050862758850629) 2025-12-03T02:56Z 42K followers, [----] engagements "Intel up 9% today on a simple headline: 14A the post-18A node is getting positive feedback from two potential foundry customers and is already in co-design with them. The street will read this as another process node story. Thats the wrong frame. 18A is about whether Intel can re-enter physics reality and ship a credible advanced node. 14A is about whether customers are willing to underwrite a ten-year foundry relationship on top of that: 2nd gen GAA PowerDirect back-side power High-NA EUV with 1520% perf/watt and 30% density gains vs 18A on paper. If 18A works the market stops laughing. If" [X Link](https://x.com/tig88411109/status/1996060888387006852) 2025-12-03T03:36Z 40.8K followers, 12.9K engagements "Two weeks ago I said BTC had stopped being a mystical story token and started trading like a high-beta proxy on HY credit spreads. Spreads blew out BTC dumped. Now spreads have rolled back toward sub-300 bps and BTC has ripped from 83k to 93k. The mechanism is confirmed. Credit is still cheap. Nothing in HY says this has to be the cycle floor. If it is it will be one of the thinnest risk-premium bottoms weve seen. 9%9.5 BTC https://t.co/X75jwUJK1L 9%9.5 BTC https://t.co/X75jwUJK1L" [X Link](https://x.com/tig88411109/status/1996108823539679361) 2025-12-03T06:46Z 42.4K followers, 13.3K engagements "AEO: +120% in [--] months today opening +16% on an earnings beat. This is what a cultural hinge trade looks like. Markets are just updating to what human nature priced months ago people still pay up when beauty and desire walk back on screen. Full thread below. People see someone hot in well fitted denim and want the same jeans. That is not ideology. That is pricing. Tonight $AEO is up 10% after hours on an earnings beat. The stock is just catching up to what human nature priced months ago. Investing works the same way. You do not https://t.co/SbOHkn76ID People see someone hot in well fitted" [X Link](https://x.com/tig88411109/status/1996231343391322409) 2025-12-03T14:53Z 40.8K followers, [----] engagements "Many people arent long or short Google. Theyre long or short the last 10% move. This IC memo is not another target. It is a discipline for $GOOG How to size when not to sell and when price action is mispricing instead of information. Link in comments" [X Link](https://x.com/tig88411109/status/1996234446954184915) 2025-12-03T15:05Z 40.9K followers, [----] engagements "Your labor pays today. Your assets pay the rest of your life.If someone had sat me down early and said. That single sentence wouldve saved me more than most hedge fund courses ever did. People dunk on Dells donation because they look at the number and not the mechanism: If you think [---] dollars cant change a kids life youve clearly never met compounding or poverty. Sure [---] compounding to [----] isnt life changing. Everybody with a Bloomberg terminal knows that. But heres the part people with smooth lives always miss: in low income households the idea of money working for you is not just absent" [X Link](https://x.com/tig88411109/status/1996462454101217763) 2025-12-04T06:11Z 40.9K followers, [----] engagements "We dont have a firing crisis. We have a hiring freeze. And freezes destroy generations quietly. The Fed sees 191k claims. It misses the kids standing outside in the cold. Initial jobless claims at 191k vs 220k expected lowest since [----] makes a beautiful headline the kind you quote in an air conditioned boardroom when you are sure your model has captured that extra [--] bps of slack in the labor market. On the ground it does not feel like everyone is fine. It feels like no fire just freeze. Companies are not blowing people out. They are quietly shutting the front door. And the group that pays" [X Link](https://x.com/tig88411109/status/1996616327528866257) 2025-12-04T16:23Z 40.8K followers, [----] engagements "This is not a process roadmap it is a custody battle: does TSMC stay the only factory for AI do we keep renting the future from a single island. or does Intel $INTC finally qualify as the second engine of global compute. Intel finally said the quiet part out loud. 18A is not a retail product. It is an internal control node. The foundry SKU is 18A-P / 18A-PT sitting under EMIB and advanced packaging and 14A is a binary option on whether Intel stays truly on the leading edge or drifts back into a CPU plus packaging role. Near term the game is brutally simple: pull roughly 70% of Panther Lake" [X Link](https://x.com/tig88411109/status/1996996464896364713) 2025-12-05T17:33Z 42.5K followers, 10.8K engagements "That is the headline not the mechanism. Core PCE just printed 2.8% and the S&P [---] is now within reach of a new high. From the November [--] low to today roughly [---] trillion dollars of equity value has come back. The easy story is we rallied because inflation surprised on the downside. If you think this rally is about one soft PCE print you are still reading the subtitles not watching the movie. On November [--] the whole tape cracked. Index level not stock specific. Yet underneath the real economy was still functioning. Big box and value retail from Walmart to Ross to Gap were putting up solid" [X Link](https://x.com/tig88411109/status/1997024036162060525) 2025-12-05T19:23Z 40.8K followers, [----] engagements "For those who read Chinese this was the note I posted on November [--] right after the November [--] break. Same script: inflation rolling over consumption still functional markets panicking ahead of the Fed reaction function. https://x.com/tig88411109/status/1991875652790919323s=20 Gap [--] https://t.co/TQC1gt8Q5n https://x.com/tig88411109/status/1991875652790919323s=20 Gap [--] https://t.co/TQC1gt8Q5n" [X Link](https://x.com/tig88411109/status/1997024193653993901) 2025-12-05T19:24Z 40.8K followers, [----] engagements "Trump wasnt rambling in March. He said the quiet part out loud: no superpower survives by renting its fabs from an island in a conflict zone. If you still dont understand why semiconductor manufacturing must return to the US youre not late to the story. Youre late to common sense. Polarization isnt the problem. Its the strategy. A world that is splitting in two will not let its entire compute supply chain hinge on one island [---] miles off Chinas coast. Can America actually pull it off Thats the only part that isnt rhetoric and it sits entirely on $INTC Intels execution curve. 18A yield EMIB" [X Link](https://x.com/tig88411109/status/1997472007454179679) 2025-12-07T01:03Z 40.9K followers, 47.8K engagements "Intel $INTC quietly did something with Amkor $AMKR that matters more than any AI day-trade chart. Everyone saw AMKR spike. The real story is what this says about Intels role in the next phase of the AI cost curve. Putting EMIB into Amkors Korea line is not Intel giving up control. It is Intel admitting two things at the same time: internal packaging capacity is already at the limit of what AI is asking from it keeping EMIB locked inside its own fabs caps its strategic value. Once you teach an external partner your most political packaging stack you are not selling a service you are placing a" [X Link](https://x.com/tig88411109/status/1997797609541411036) 2025-12-07T22:37Z 42K followers, 22.6K engagements "If you live in research or build theses for a living install it. Google just dropped Scholar PDF Reader. It turns the static PDF into a research terminal inline citation previews jump-to-figure AI outline highlights synced to your library. Cuts out the friction boosts reading throughput and lets you process papers the way a real workflow should" [X Link](https://x.com/tig88411109/status/1997884140255842444) 2025-12-08T04:21Z 40.8K followers, [----] engagements "The real question this week isnt will the Fed cut 25bp Its whether Powell dares to cool a market that has already priced in a smooth easing cycle and an AI bull market on top. Its a stress test of a market that believes in soft landing gentle cuts and an endless AI bull run all at once. Full IC memo on this weeks cut (free) in the comments" [X Link](https://x.com/tig88411109/status/1998063695159504998) 2025-12-08T16:14Z 40.9K followers, [----] engagements "The real event this week is not a 25bp cut. It is a live A/B test of how far the Fed is willing to let an AI asset bubble and a broken labor market run in the same body. The market is trading this FOMC like a binary: cut 25bp or bust. In pricing it is already assuming a smooth easing path into [----] a soft landing and an endless AI bull market layered on top. That is the fantasy. If the Fed cuts 25bp it will not be because everything is fine. It will be an insurance tweak on a policy stance that is already restrictive in an economy that is being propped up by AI capex and wealth effects. On" [X Link](https://x.com/tig88411109/status/1998065878714155271) 2025-12-08T16:23Z 40.9K followers, [---] engagements "The real event this week is not a 25bp cut. It is a live A/B test of how far the Fed is willing to let an AI asset bubble and a broken labor market run in the same body. The market is trading this FOMC like a binary: cut 25bp or bust. In pricing it is already assuming a smooth easing path into [----] a soft landing and an endless AI bull market layered on top. That is the fantasy. If the Fed cuts 25bp it will not be because everything is fine. It will be an insurance tweak on a policy stance that is already restrictive in an economy that is being propped up by AI capex and wealth effects. On" [X Link](https://x.com/tig88411109/status/1998074785381683650) 2025-12-08T16:58Z 42K followers, [----] engagements "If you want more than headlines on H200 and NVDA this is the map I would want on my own desk. Compute geopolitics supply chain portfolio in one package. Two PDFs here: Full IC memo on the H200 trade A cleaner slide deck built from the IFP piece Educational only not investment advice. https://tig88411109.gumroad.com/l/wqkvsh https://tig88411109.gumroad.com/l/wqkvsh https://tig88411109.gumroad.com/l/wqkvsh https://tig88411109.gumroad.com/l/wqkvsh" [X Link](https://x.com/tig88411109/status/1998334244494393512) 2025-12-09T10:09Z 40.9K followers, [----] engagements "H200 isnt about geopolitics. Its about whether $NVDA keeps its edge how HBM/CoWoS get repriced and whether this AI bubble bleeds out or detonates inside your book. That is where the alpha really lives. China builds indigenous silicon regardless of H200. The only real variable is whether that progress compounds inside CUDA or outside US control and thats what actually reprices NVDA HBM names and the entire AI cycle. Treason vs survival is the wrong frame for H200. People say NVDA is selling out America or DC is gifting China compute. None of that matters. With or without H200 China will build" [X Link](https://x.com/tig88411109/status/1998425830028931280) 2025-12-09T16:13Z 40.8K followers, 28.5K engagements "The October JOLTS print is the perfect example of headline ok internals ugly. For markets earnings still matter more than this noisy series. On the Fed a 25bp cut is still the base case but the real job next week is to keep the tone tight and not feed an already fragile asset bubble. Job openings are flat at 7.7m (+12k) but hiring is 5.1m (3rd lowest post-Covid) quits at a post-Covid low and layoffs the 2nd highest since [----]. That is a slow K-shaped cooling not a healthy re-acceleration. https://twitter.com/i/web/status/1998429980988977435 https://twitter.com/i/web/status/1998429980988977435" [X Link](https://x.com/tig88411109/status/1998429980988977435) 2025-12-09T16:30Z 42K followers, [----] engagements "US wants to ship H200. Beijing say no: prove Huawei/Ascend are sufficient before you touch Nvidia. On paper thats patriotic; in silicon H200 is still [--] gens ahead. Saving Face for the crowd. H200 for the projects that matter. If China believe AI is the main arena of national power it doesnt voluntarily stay a full cycle behind. So The policy has to run two tracks at once: a hard public line for domestic politics and the indigenous innovation narrative and a quiet corridor for any team that actually needs frontier compute to hit its targets. This gap is where the alpha lives. Headline-driven" [X Link](https://x.com/tig88411109/status/1998467402535751897) 2025-12-09T18:58Z 40.8K followers, [----] engagements "@jukan05 The limit isnt on H200 supply. Its on Chinese face. Teams that need frontier compute will still get it thats the part headlines never price" [X Link](https://x.com/tig88411109/status/1998468856923246659) 2025-12-09T19:04Z 40.9K followers, [---] engagements "Forget Fed's rate cut and Powell's script. In the TrumpFed knife fight he is basically a caretaker on borrowed time. If you want to know whether risk still has a bid you watch Chicago Feds NFCI and ANFCI not the press conference. Both indices are sitting around [---]. Zero is normal positive is tight negative is loose. NFCI a composite index of risk credit and leverage that maps the real liquidity regime. NFCI [--] already tells you there is no broad credit crunch no systemic funding winter. ANFCI is even more negative which means that after you strip out the macro cycle financial conditions are" [X Link](https://x.com/tig88411109/status/1998664267944403445) 2025-12-10T08:01Z 41.3K followers, 32.9K engagements "@RTBHumanfly So yes even in an optimistic scenario for China on pure design the packaging + HBM gap and the ecosystem gap keep NVDA ahead for the next few years" [X Link](https://x.com/tig88411109/status/1998674134746771535) 2025-12-10T08:40Z 40.8K followers, [---] engagements "The whole market is holding its breath for dots speeches and one mans tone at the podium. That is not prudence it is PTSD from [--] years of being trained to worship the FOMC as an oracle. This committee has shown again and again that it cannot see [--] to [--] months ahead any better than the market. In an AI era where generic models digest more data than the Feds entire research stack the idea that a small group of economists can see around the corner is almost comical. Their value is no longer in forecasting the future. It is in the fact that their backward looking models layered with politics" [X Link](https://x.com/tig88411109/status/1998812767373971828) 2025-12-10T17:51Z 40.8K followers, [----] engagements "See through the Feds act thats precisely the alpha and youre no longer playing the same game as the crowd. When I say the Fed has no forecasting edge it is not a vibe it is evidence. In field after field we test frontier general models beat the old specialist machine learning setups. If you fine tune a trillion-parameter model on macro and market data it will out-forecast any small DSGE or committee guess. But even that misses the point markets are reflexive. The moment a forecast is believed behaviour changes and the path shifts. That is exactly where alpha lives. If you can see through the" [X Link](https://x.com/tig88411109/status/1998833044271067201) 2025-12-10T19:11Z 40.8K followers, [----] engagements "2025 isnt a bubble. Its the year capital finally learns how to price the power grid of the intelligence age. $GEV and $CAT pushing new highs up 120% and 75% YTD is exactly why [----] looks more like rational confirmation than mania. When institutions see real earnings power behind a cycle they size up without hesitation. Take the energy side of the AI buildout. Everything we flagged months ago is now visible in the tape. $CAT s gas turbines the backbone of AI-era power are sold out for years. That is not speculation. That is physical demand from data centers hitting the grid like a tidal force." [X Link](https://x.com/tig88411109/status/1998868152290013647) 2025-12-10T21:31Z 41.3K followers, [----] engagements "Many people arent long or short Google. Theyre long or short the last 10% move. This IC memo is not another target. It is a discipline for $GOOG How to size when not to sell and when price action is mispricing instead of information. Link in comments. Full Alphabet IC memo (Gumroad): Written for people who already know $GOOG is a core asset but refuse to trade the tape like a mood swing. It does three things: -Pins scenario valuation ranges on GOOGL so +10% / -10% is context not drama -Ties those ranges to explicit Full Alphabet IC memo (Gumroad): Written for people who already know $GOOG is" [X Link](https://x.com/tig88411109/status/1999185673010475510) 2025-12-11T18:33Z 40.9K followers, [----] engagements "There is a little pattern in the tape that has become almost funny. Every OpenAI launch triggers the same reflex: the demo drops the timeline melts and Google trades down like it just lost another limb. If you think every OpenAI launch means Google is dying youre trading the surface story. OpenAI and Google arent even valued on the same axis anymore. One is drifting toward frontier infra plus agent layer economics. The other still earns its keep as the worlds biggest attention marketplace. The tape reacts as if OpenAI is taking Googles lunch; in reality they are barely playing the same game." [X Link](https://x.com/tig88411109/status/1999202867916206170) 2025-12-11T19:41Z 41.3K followers, 12.1K engagements "Full Alphabet IC memo (Gumroad): Written for people who already know $GOOG is a core asset but refuse to trade the tape like a mood swing. It does three things: -Pins scenario valuation ranges on GOOGL so +10% / -10% is context not drama -Ties those ranges to explicit assumptions and catalysts so you know what has to be true -Marks the zones where price and fundamentals decouple which is where alpha lives not comfort Link: https://tig88411109.gumroad.com/l/jaojij https://tig88411109.gumroad.com/l/jaojij" [X Link](https://x.com/tig88411109/status/1999203167276347548) 2025-12-11T19:42Z 41.3K followers, [----] engagements "Oracle did not drop 15% because AI is over. It dropped because the market is relearning how to price the AI value chain. I read this crash less as Oracle is finished and more as the first clean reset of AI infrastructure forecast and true alpha. The story is shifting From linear backlog fantasy to a more honest question: who survives the heavy capex phase long enough to sell high margin software into the productivity phase. In phase one investors only looked at the shiny end of the story: GPU shipments backlog headline growth. On that screen Oracle still looks great: double digit revenue OCI" [X Link](https://x.com/tig88411109/status/1999212053584839111) 2025-12-11T20:17Z 40.9K followers, 25.8K engagements "@_9_8_7_6_5_4_z The real question for investors has nothing to do with coolness or who grabbed the news cycle. Its whether the market is still pricing Google purely as an ads machine or whether youre getting its entire AI optionality for free every time panic selling hits the tape" [X Link](https://x.com/tig88411109/status/1999385505277051339) 2025-12-12T07:47Z 40.8K followers, [--] engagements "OpenAI pushing some server capacity from 27Y to 28Y is not AI demand collapsing Its the supply wall speaking: Labor Materials Permitting Build speed. The unsexy stuff that actually builds the future. Markets do what markets always do: price drops first narrative gets written second. A selloff becomes proof. Then the proof becomes the next sell button. Thats reflexivity in a trench coat. Heres the clean framework: supply constraints create pullbacks not pops. They slow delivery shift timing bruise sentiment and force re-pricing of near-term expectations. They do not automatically kill the" [X Link](https://x.com/tig88411109/status/1999552517873492464) 2025-12-12T18:50Z 40.9K followers, [----] engagements "Brown University A mass shooting. Two dead. Nine injured. The first Ivy League campus added to an already long record of school shootings. How long does this list need to be before it means something" [X Link](https://x.com/tig88411109/status/2000045972701782363) 2025-12-14T03:31Z 40.9K followers, [----] engagements "PRES of Brown: I dont know. REPORTER: Six hours later youre the President and you dont know. Thats kind of concerning. Yet ANOTHER DEI university president" [X Link](https://x.com/tig88411109/status/2000063163975237941) 2025-12-14T04:39Z 41.3K followers, [----] engagements "China feels like the future until you check what the future is built on. My friend just got back from China. On the surface its insanely optimized. What he was describing is the UI. Im talking about the OS and the part most people miss: the hidden bill. The Great Firewall is more of a speed bump. VPNs and e-SIMs get around it fast. Immigration is basically a face-scan checkout lane. Delivery is frictionless. Transport is smooth. Shenzhen has 18M+ people and somehow doesnt feel dense. Even the chaos is efficient: apps are packed because they maximize options not aesthetics. Speed is the" [X Link](https://x.com/tig88411109/status/2000294215725539620) 2025-12-14T19:57Z 41.3K followers, 33.6K engagements "The Oracle dump is rational and thats exactly why it might be wrong. Yes Phase [--] is a cash-flow audit of the AI buildout. Builders get hit first. But the markets shortcut is dangerous: its treating $ORCL as a pure infra bet. ignoring what happens when AI value migrates downstream into enterprise software databases and workflows. Thats where margins live. If AI actually becomes enterprise productivity Oracle doesnt just rent GPUs it monetizes the software layer sitting on top of the worlds private data. The selloff may be pricing near-term financing risk as permanent impairment. Thats a" [X Link](https://x.com/tig88411109/status/2000435381724950539) 2025-12-15T05:18Z 41.3K followers, [----] engagements "Knowing when a trade matures matters as much as spotting it early. The Sydneys campaign wasnt just an ad. It reset the vibe. Traffic follows vibe. Sale follow traffic. Back on July [--] I wrote about $AEO I laid out a simple range$2030. Not because of a quarter or a spreadsheet tweak. But because the brand narrative finally turned. Fast forward. The stock is up 1.4x and now sits near the top end of that range. No fantasy. Just valuation repair. I checked stores this weekend. Denim is moving. Style is working. The consumer response is real. But lets stay disciplined. This is still a traditional" [X Link](https://x.com/tig88411109/status/2000628928847769803) 2025-12-15T18:08Z 42.2K followers, [----] engagements "Chinas [----] moment is a catchy headline. Its also the wrong model. Its not [----]. Its [----] with Chinese characteristics: grind deflation pressure confidence erosion and a collateral unwind hiding behind policy optics. [----] was a liquidity freeze. China is a solvency plus demographics plus land-finance unwind its a slow-motion balance sheet recession where property is the collateral base for household wealth local gov land finance and bank credit. Thats why prices can fall while the system still avoids a single Lehman-style snap. The real tell is volume: floor-area sales are roughly 50% below" [X Link](https://x.com/tig88411109/status/2001047615517892902) 2025-12-16T21:51Z 41.3K followers, [----] engagements "People obsess over redistribution because it feels moral. But history is clear: wealth technology and innovation create far more value than reallocating what already exists. @DarrigoMelanie Ironically Optimus FSD and AI will provide all the things this moocher demands @DarrigoMelanie Ironically Optimus FSD and AI will provide all the things this moocher demands" [X Link](https://x.com/tig88411109/status/2001048679734501783) 2025-12-16T21:55Z 41.3K followers, [----] engagements "No panic. No euphoria. Just audit season. The door isnt closing its being priced. Retail investor doesnt need forecasts. It needs rules: presence entries and emotional immunity. This wasnt an AI is strong earnings season. It was the first audit season. Whether data centers land on time. Whether hyperscaler capex becomes durable cash flow. Whether the backlog is future money or future explanations that require financing time and a lot of narrative stamina. Rates are still high. That makes the game cruel. You dont just need growth. You need growth that clears the rate line. You dont just need a" [X Link](https://x.com/tig88411109/status/2001323931412664345) 2025-12-17T16:09Z 41.3K followers, 53.7K engagements "The loudest voices in the room are stuck on the [----] parallel. They see $2.9T of capex and scream Dot-com [---]. Its a lazy take. It confuses magnitude with mechanism. If you want to call something a bubble at least understand the plumbing. The only part that matters is this: Who is funding the build and what constraint can actually kill it. Start with the financing mix. Roughly $1.4T of that build is covered by hyperscaler free cash flow. That single fact breaks the [----] analogy. This is not vaporware propped up by fragile equity paper and momentum. This is monopoly cash being recycled into" [X Link](https://x.com/tig88411109/status/2001360822925213730) 2025-12-17T18:36Z 41.3K followers, [----] engagements "The market asked for an AI audit. Micron $MU just dropped the receipt. $18.7B next-quarter revenue. $8.42 EPS. The reason most models missed it is simple: they still price AI by GPUs. The real denominator is 1GW. In my 1GW framework GPU counts barely move. But the bill explodes where the system actually chokes: memory wafers. My slides called it months ago: Memory Wafers +139%. Tonights guide is what you get when the bottleneck migrates from compute to bandwidth + power. Dont trade the headline. Trade the constraint" [X Link](https://x.com/tig88411109/status/2001556304603578618) 2025-12-18T07:33Z 41.4K followers, [----] engagements "If this guide shocked your model about $MU youre using the wrong denominator. Stop counting chips. Start pricing 1GW. Full deck: the migration of pricing power from GPUs to HBM packaging and the grid. https://tig88411109.gumroad.com/l/ejnve https://tig88411109.gumroad.com/l/ejnve" [X Link](https://x.com/tig88411109/status/2001556512947253468) 2025-12-18T07:33Z 41.3K followers, [----] engagements "@VuleTiger Tonight $MU just dropped the receipt. The market asked for an AI audit. $13.6B revenue was the warmup. The signal is the guide $18.7B next quarter $8.42 EPS. That is not a cyclical beat. It is a step-function. Consensus model is wrong" [X Link](https://x.com/tig88411109/status/2001573585807138866) 2025-12-18T08:41Z 41.3K followers, [---] engagements "$MU didnt just gap up. It invalidated the consensus model. Most of the Street still treats AI like a GPU units story. Thats the wrong denominator. In audit season the market doesnt reward headlines. It reprices the slope the cash-flow path and the constraint. The real question isnt up another 10% tomorrow Its: what are you discounting and what are you using to discount it If youre still counting chips youll keep missing why pricing power is migrating. Normalize AI to 1GW and the picture flips: the bottleneck lives in bandwidth HBM packaging capacity and power + cooling. Thats where the bill" [X Link](https://x.com/tig88411109/status/2001677812315439376) 2025-12-18T15:35Z 41.5K followers, [----] engagements "Morgan Stanley isnt calling this a historic upward revision because Micron $MU beat by 5%. Theyre calling it that because it just changed the slope of the Streets model. Most likely near-term script: [---] still doesnt clear and we chop between [---] and [---] for a day or two. Treat that as post-repricing digestion not good news is over. After a print like this real money has work to do. Passive flows active reweights quants risk budgets. None of that finishes in [--] minutes. The tape needs time to absorb. The retail mistake is always the same: it stops ripping you start doubting you sell the" [X Link](https://x.com/tig88411109/status/2001690312616415548) 2025-12-18T16:25Z 41.4K followers, [----] engagements "Todays tape isnt $MU went up. Its the markets math changing. The company side: MU didnt just beat. It reset the curve. This guide wasnt incremental. It was slope. Macro side: CPI cooled yields eased the hurdle rate blinked. In audit season thats the difference between great quarter and multiple expansion. Duration is allowed again. But dont get hypnotized by the quarter. The real audit is one layer forward: FY26 HBM pricing discipline. Thats where the harmony breaks and thats where the stock will be priced. https://twitter.com/i/web/status/2001720972211024168" [X Link](https://x.com/tig88411109/status/2001720972211024168) 2025-12-18T18:27Z 41.5K followers, [----] engagements "My buy-side rule is simple: dont chase stories. Track constraints. As long as HBM stays a controlled bottleneck earnings power can keep surprising and the stock can outrun consensus revisions. The moment pricing starts behaving like commodity memory again MU can fall on good numbers because the bar will already be maxed. Trade heat like a tourist. Track variables like an owner" [X Link](https://x.com/tig88411109/status/2001721931205120369) 2025-12-18T18:31Z 41.3K followers, [----] engagements "Tape note: the only thing I care about after a gap like this is whether price digests without giving back the re-rate. If it holds the first consolidation and buyers defend the pivot thats institutions underwriting the new curve not retail chasing a headline. If it bleeds back on no news the move was macro-duration not MU-specific slope" [X Link](https://x.com/tig88411109/status/2001721933990162881) 2025-12-18T18:31Z 41.3K followers, [----] engagements "I didnt need todays CPI to change my view. I needed it to change the markets hurdle rate. Todays print did exactly that. CPI came in softer than consensus and Wall Street was leaning the wrong way. But dont frame this as inflation solved. With the October gap this is not a pristine data point. Its a read with wider error bands and shelter is the biggest lever where methodology can quietly move the story. Heres the part that actually prices assets: the hurdle rate. When inflation prints hot the market lifts the discount rate tightens financial conditions in its head and compresses multiples" [X Link](https://x.com/tig88411109/status/2001813759673635022) 2025-12-19T00:36Z 41.3K followers, 11.5K engagements "@SeminarStockShr Reading the earnings call doesnt mean you understand the cycle shift" [X Link](https://x.com/tig88411109/status/2001833542326661474) 2025-12-19T01:54Z 41.3K followers, [---] engagements "Oracles after-hours move isnt about TikTok hype. Its about role clarity. TikTok headlines are just the excuse. The real trade is this: $ORCL stops getting priced like an overlevered AI construction crew. It starts getting priced like a trusted U.S. data custodian with enterprise gravity. When the narrative flips from capex doom to who do you trust with the crown jewels the risk premium compresses fast. That trust is a moat. And moats do two things in markets: they stabilize demand visibility beyond the AI build cycle they compress credit and equity risk premia when fear is balance-sheet" [X Link](https://x.com/tig88411109/status/2001943760855282129) 2025-12-19T09:12Z 41.4K followers, 20.9K engagements "HBM isnt a memory cycle story. Its a constraint and market-share war. Counterpoints Q325 HBM revenue share: SK hynix still leads at 57% but the peak is behind it (69% in Q1). Samsung rebounds hard to 22% (from 13% in Q1) now ahead of Micron $MU at 21%. Thats the tell. This isnt about demand is strong. Everyone knows that. Its about who can actually ship at scale: yield qualified supply packaging windows and delivery cadence. In broader DRAM the race is tight (SKH 34% Samsung 33% Micron 26%) and the market expanded sharply (+26% QoQ). Pricing power follows the bottleneck not the headline" [X Link](https://x.com/tig88411109/status/2002033611336282251) 2025-12-19T15:09Z 41.4K followers, [----] engagements "Today isnt $MU up again. Its whether the tape will accept MU above yesterdays lid while beta cools. $NDX opened hot and is giving it a little back. Semis did the same. Macro drag is doing what it always does: turning conviction into caution. MUs reaction is the signal. Yesterdays high was the lid. $MU cleared it at the open tagged the high 260s then gave back some air. Thats not weakness. Thats the only question that matters in audit season: Is [---] a topor a floor Acceptance beats narrative. Every time. If MU can hold [------] while the tape fades thats real relative strength. Not retail hype." [X Link](https://x.com/tig88411109/status/2002042285769343137) 2025-12-19T15:44Z 41.4K followers, 16.7K engagements "The retail edge isnt timing. Its structure. Heres the only framework I trust in AI audit season core+tactical. $MU Most people treat earnings and macro like a casino: call the move or confess youre wrong. Thats not investing. Thats dopamine management. Buy-side doesnt get paid for being clever. It gets paid for staying solvent through regime shifts. Core is your right to be there. Its held on the thesis clock not the candle clock. Tactical is path management. It exists to make sure volatility doesnt tax you out of a good idea. Two rules. No extra religion. When the tape is strong I harvest a" [X Link](https://x.com/tig88411109/status/2002081955094114662) 2025-12-19T18:21Z 41.3K followers, [----] engagements "Deck archive (Gumroad). Start here: The Eighth Wonder (Compounding principles): https://tig88411109.gumroad.com/l/cavwt https://tig88411109.gumroad.com/l/cavwt" [X Link](https://x.com/tig88411109/status/2002388652937105597) 2025-12-20T14:40Z 41.3K followers, [---] engagements "Silicon Inflation in AI (1GW denominator): https://tig88411109.gumroad.com/l/ejnve https://tig88411109.gumroad.com/l/ejnve" [X Link](https://x.com/tig88411109/status/2002388654698999906) 2025-12-20T14:40Z 41.3K followers, [----] engagements "Most value investors hate charts. They shouldnt. If you invest on a 5-year horizon todays RSI is mostly noise. But if you ignore technicals completely youll keep overpaying for your own thesis. My $INTC view is structural but the short game is execution. In a fractured world the U.S. needs a credible domestic manufacturing pole. Thats the long game. But where can I add exposure with cheap risk and where am I wrong Markets are a coordination game. If we had to meet in NYC with no phones wed both end up at Grand Central under the clock. Thats a Schelling point: the default meeting place. In a" [X Link](https://x.com/tig88411109/status/2003006024912195609) 2025-12-22T07:33Z 42.3K followers, 22.2K engagements "Alibaba-owned SCMP keeps platforming China experts to sell Taiwan the same bad trade: negotiate early time is running out. Youre not reading analysis. Youre reading a script. The fatal mistake is a category error. It assumes todays China is a normal state optimizing long-term national welfare. It isnt. Under a personalized open-ended power structure the objective function shifts. The priority is not GDP. It is regime security. When demographics turn and debt cycles bite the cheapest tool is not a war you might lose. It is an external threat you can monetize at home. Signalling beats action." [X Link](https://x.com/tig88411109/status/2003043800604921981) 2025-12-22T10:03Z 41.5K followers, 16.8K engagements "If SOXX is up and your semi cant lift thats not undervalued. Thats supply. Todays $INTC is exactly that: green tape strong sector weak relative stock. So the question becomes tactical: where is the cheapest add and where is the thesis invalid I posted the full buy-side playbook (3-layer filter relative-strength tells exact levels and invalidation) in the subscriber post. https://twitter.com/i/web/status/2003183363717496926 https://twitter.com/i/web/status/2003183363717496926" [X Link](https://x.com/tig88411109/status/2003183363717496926) 2025-12-22T19:18Z 41.6K followers, [----] engagements "$MU today wasnt a call. Its whether the tape can live in the 270s after a stress test. From the prints you pulled today: MU opened around the [---] area got flushed into the high-260s then rebuilt back into the 276s near the highs. That sequence is the whole story. Not prediction. Acceptance. "AI Audit season" is simple: You dont get paid for being loud. You get paid for staying on the right side of structure while beta cools. So heres the structure in bands not magic numbers: The inspection zone: high-260s. That was the demand test. If bids dont show up there on future pullbacks the new regime" [X Link](https://x.com/tig88411109/status/2003402655205667269) 2025-12-23T09:49Z 42.5K followers, [----] engagements "US macro just printed strong. Headlines will argue about shutdown quirks housing drag and a messy durable-goods number. Noise. The settlement layer is the consumer. High rates and all the end-buyer still showed up. In the GDP contribution table consumer spending (PCE personal consumption expenditures) added +2.39 percentage points to a 4.3% quarter. Most of it was services (+1.7 pts) with goods (+0.7 pts). Thats more than half the growth print coming from the end-buyer still paying. Why it matters: AI spending is not the story. AI payback is. Funds are not brave. They are betting on one" [X Link](https://x.com/tig88411109/status/2003520619510702086) 2025-12-23T17:38Z 41.4K followers, [----] engagements "Quick audit on the $INTC headline: Reuters: Nvidia evaluated Intel 18A then stopped moving forward. Intel: 18A progressing 14A still seeing strong interest. This is less about 18A is dead and more about external customers are still not committing. Reuters didnt kill Intel. It just reminded you what the real KPI is. 18A got tested then paused by Nvidia. That is not a meme. It is a conversion failure. IFS lives or dies on one thing: turning pilots into committed wafer volume. Now the only thing worth auditing is price behaviour: Bad news. Not a collapse. A trench test. Today: low [-----] holding" [X Link](https://x.com/tig88411109/status/2003856688697463058) 2025-12-24T15:53Z 42.4K followers, 15.4K engagements "The move isnt the story. The acceptance is. $MU is trading in blue-sky territory but Im not romanticizing it. The only audit that matters today is the close versus $277. If we close above band [---] I treat this as digestion not reversal. If we lose it and cant reclaim it thats a failed breakout and I cut tactical risk. OI is not a magic wall. Its crowd density. Dealers only chase if the price sticks. Full execution protocol (Core vs. Tactical) in the subscriber add-on. https://twitter.com/i/web/status/2003889156720939079 https://twitter.com/i/web/status/2003889156720939079" [X Link](https://x.com/tig88411109/status/2003889156720939079) 2025-12-24T18:03Z 41.5K followers, [----] engagements "$NVDA $20B Groq acquisition. Wrong headline. One buy side question: acquire what exactly The company The cloud The customers The only asset that actually matters: the ability to make inference predictable. The war is coming vs $GOOG Why Because heres the regime shift going into [----] Groqs tech in plain English: GPUs can feel like driving in traffic: sometimes smooth sometimes jammed. Groq tries to run inference like trains: more scheduled fewer surprises. Not less thinking just less waiting inside the system. AI spending migrates from training to inference. And inference isnt won on peak" [X Link](https://x.com/tig88411109/status/2004254769842655584) 2025-12-25T18:15Z 41.9K followers, [----] engagements "$20B Groq acquisition. Standalone deck: Same thinking. Less waiting. $NVDA Public Link: Subscribers get a free Link. https://tig88411109.gumroad.com/l/lnfjgu https://tig88411109.gumroad.com/l/lnfjgu" [X Link](https://x.com/tig88411109/status/2004254772711592368) 2025-12-25T18:15Z 41.4K followers, [----] engagements "@jukan05 The headline isnt acquisition. The story is determinism. [----] is training to inference and inference is paid on P95/P99 stability not peak speed.TPU vertical loop is the structural threat. Dropped a traffic vs train deck on my profile if you want the clean model" [X Link](https://x.com/tig88411109/status/2004258054339260900) 2025-12-25T18:28Z 41.3K followers, [----] engagements "2026 isnt more AI. Its who turns AI into cash. I compared multiple [----] sell-side outlooks and distilled the consensus into a visual slide deck: themes/rotation/recurring stock lists. Consensus is cheap. Overpaying for consensus isnt. Link in first reply/Subscriber free" [X Link](https://x.com/tig88411109/status/2005480231227056291) 2025-12-29T03:25Z 41.5K followers, [----] engagements "Gumroad deck : What you get: [----] index range map (base vs bull vs bear) AI [---] AI [---] shift with the actual named tickers Rotation playbook beyond Big Tech Contrarian views that most people skip (rates commodities credit) Subscribers-post for a free link. https://tig88411109.gumroad.com/l/mqzjooq https://tig88411109.gumroad.com/l/mqzjooq https://tig88411109.gumroad.com/l/mqzjooq https://tig88411109.gumroad.com/l/mqzjooq" [X Link](https://x.com/tig88411109/status/2005480909202698595) 2025-12-29T03:28Z 41.5K followers, [----] engagements "Gumroad deck : What you get: [----] index range map (base vs bull vs bear) AI [---] AI [---] shift with the actual named tickers Rotation playbook beyond Big Tech Contrarian views that most people skip (rates commodities credit) Subscribers-post for a free link. https://tig88411109.gumroad.com/l/mqzjooq https://tig88411109.gumroad.com/l/mqzjooq https://tig88411109.gumroad.com/l/mqzjooq https://tig88411109.gumroad.com/l/mqzjooq" [X Link](https://x.com/tig88411109/status/2005542975074623989) 2025-12-29T07:34Z 41.5K followers, [----] engagements "If Nvidia $NVDA cant internalize determinism customers will: in-house silicon. [----] is a regime shift: spending moves from training to inference. Inference isnt about peak speed. Its about predictable latency. Thats what makes enterprise AI deployable. Thats what makes data-center capex pay back. TPU-style vertical integration is built for this. https://tig88411109.gumroad.com/l/lnfjgu https://tig88411109.gumroad.com/l/lnfjgu" [X Link](https://x.com/tig88411109/status/2005658954630914157) 2025-12-29T15:15Z 41.5K followers, [----] engagements "When the Beijings CCTV rolls out Taipei [---] drone view clip on December [--] paired with Justice Mission [----] drills dont read it as a countdown. Read it as portfolio hedging for a fragile regime: maximum noise minimum commitment. The AI booms real nuclear black swan isnt valuation its Taiwan. You dont need an invasion. A month of blockade math and the supply chain goes from tight to broken and the whole world finds out we built a trillion-dollar compute era on a single-point-of-failure island. Thats why the only grown-up response is redundancy: a second pole of leading-edge manufacturing and" [X Link](https://x.com/tig88411109/status/2005670987715531122) 2025-12-29T16:03Z 42K followers, [----] engagements "No Volume No Vote. The Vote Just Came In. Last week we audited the Reuters 18A headlines flush and the $35 trench. We said: dont trade the headline trade the reaction. Wait for participation. Today volume ratio hit 3.5x in the first [--] minutes and price pushed into [----]. Thats not a thesis solved. Thats the tape saying: bids are back risk is back at least intraday. Now the real audit begins: can $INTC clear the next supply gate around 37.838.6 or does it fade back into range Full structure and triggers for Subscribers 👉 Educational only. Not a personalized recommendation. Quick audit on the" [X Link](https://x.com/tig88411109/status/2006025743814565956) 2025-12-30T15:33Z 41.6K followers, [----] engagements "TL;DR: A macro-architecture upgrade made trainable proving the bottleneck is still bandwidth and memory. DeepSeek just dropped a systems paper not an algo tweak. Think of training as building a long highway. HC turns each layer into a multi-lane interchange: more routing freedom more power but it can destabilize deep training. mHC adds strict traffic rules so the mixing stays conservative and trainable at scale while keeping the marginal overhead around 6.7%. The real signal: the race in training isnt over and the bottleneck is still bandwidth + memory (the memory wall). DeepSeek DS 26AI" [X Link](https://x.com/tig88411109/status/2006748640799502495) 2026-01-01T15:25Z 41.9K followers, [----] engagements "Feels like the first paper red packet of the year. Algorithms still pushing engineering still grinding and the ceiling is still moving up. Paper Link https://arxiv.org/pdf/2512.24880 https://arxiv.org/pdf/2512.24880" [X Link](https://x.com/tig88411109/status/2006749636695044224) 2026-01-01T15:29Z 41.7K followers, [----] engagements "Intel $INTC just put the newest High-NA EUV on the floor (ASML EXE:5200B) for 14A price: $380M. This is the printing press for the AI era.But investors dont get paid for cool tech. They get paid for price vs expectations. Today the market is paying closer to 40x. That is a rerating not free fundamentals. Delivery headlines can be bullish while the stock is expensive. [----] can still be messy if orders get timed upgraded deferred or policy risk bites. Know what youre paying for or youll trade greed and fear. I bundled [--] decks: EUV explained (CN) + $ASML earnings and cycle map (EN). Drivers" [X Link](https://x.com/tig88411109/status/2007004208739004776) 2026-01-02T08:21Z 42.2K followers, 34.4K engagements "Q2 note: $ASML stock was $720. I anchored 30x ($850). Now its rerated to 40x. So the question is not is High-NA real. The question is how much of the future are you prepaying. More optimism equals less margin of safety. Thats the hidden risk. https://tig88411109.gumroad.com/l/yvpho https://tig88411109.gumroad.com/l/yvpho" [X Link](https://x.com/tig88411109/status/2007004210945261733) 2026-01-02T08:21Z 42K followers, [----] engagements "2026 AI isnt a compute race. Its a delivery race: packaging plus memory or you dont ship. That $GOOG TPU v8 roadmap isnt valuable because of the labels the node or the HBM count. The real signal is simpler: From [----] on TPU stops being a chip program. It becomes a system capacity program. And that forces two moves buyers will recognize immediately. One: dilute $AVGO Broadcoms leverage. Keep the flagship relationship but bring MediaTek into the volume lane. Not because Broadcom forgot how to build chips but because no serious buyer volunteers for monopoly pricing. Two: dilute $TSM CoWoS" [X Link](https://x.com/tig88411109/status/2007145534063292621) 2026-01-02T17:42Z 42K followers, [----] engagements "$MU just cleared the [---] gate and held above it. Thats the headline. Now heres the audit. Ive been on the memory supercycle framework since early [----] before it was a crowded trade. Not because prices go up but because the demand curve stopped behaving like a normal inventory cycle. AI turned memory into a delivery constraint not a commodity swing. The real upgrade is not a single quarter beat. Its the valuation regime shift. Old world: memory names trade on PB and mean reversion. You debate where you are in the cycle. New world: if earnings durability is visible and the bottleneck is" [X Link](https://x.com/tig88411109/status/2007187094041702786) 2026-01-02T20:27Z 41.9K followers, [----] engagements "If youve read Trumps The Art of the Deal stop reading this as morality. Read it as a trade. The Venezuela move isnt about ending dictators. Its selective enforcement: lowest cost maximum signal instant repricing of sovereignty. This wasnt justice It was pricing power" [X Link](https://x.com/tig88411109/status/2007525716469174479) 2026-01-03T18:53Z 42.2K followers, [----] engagements "Like it or not X has become the worlds de facto first media. In the U.S. war room: Defense Trump Rubio. And the big screen isnt cable news or slides. Its X. When the most powerful military on earth is reading the same timeline as everyone else you dont need a thesis" [X Link](https://x.com/tig88411109/status/2007535557598138632) 2026-01-03T19:32Z 42K followers, 39.5K engagements "CES [----] lasts a week. Attention shouldnt. I compressed the entire agenda into a one-page Alpha Command Center: [--] quadrants clean tickers and the only question that matters for [----] Who can ship AI into the physical world The signal from the schedule density is pretty clear: the story is rotating from bigger training runs to deployment: Edge AI + embodied systems + industrial autonomy. How Im reading it: Semis & Infra = beta (the standard still gets set here). Autos/Mobility = transition pain (SDV is a rewrite not a feature). Consumer Tech = upgrade cycle test (agents must create pull not" [X Link](https://x.com/tig88411109/status/2007700031978254809) 2026-01-04T06:26Z 42K followers, [----] engagements "Just UI is like calling Bloomberg just a screen. The value is the decision stack: data fusion access control ontology and workflows that make AI usable in the real world. It structuralizes scattered data so that AI can be deeply applied to actual work processes rather than just being a tool that sits on top of a database. https://twitter.com/i/web/status/2007705328482164779 https://twitter.com/i/web/status/2007705328482164779" [X Link](https://x.com/tig88411109/status/2007705328482164779) 2026-01-04T06:47Z 42.2K followers, [----] engagements "Next week isnt crazy. Its a repricing week. CES [----] is the annual reset for AI hardware narratives. Who gets prime time who anchors the opening keynote whos stuck on the show floor thats the market telling you what its willing to underwrite in [----]. I put together a bilingual buy-side deck (EN + ) that turns the schedule into tradeable signals. Details in the replies. https://twitter.com/i/web/status/2007879682696565175 https://twitter.com/i/web/status/2007879682696565175" [X Link](https://x.com/tig88411109/status/2007879682696565175) 2026-01-04T18:19Z 42K followers, [----] engagements "How to watch CES like a buy-side analyst in [--] questions per company: 1.Roadmap or timeline 2.Ecosystem or customers and shipments 3.Cost-down or margins and yield visibility Ignore demos. Track language: sample vs production design win vs ramp" [X Link](https://x.com/tig88411109/status/2007880072305496224) 2026-01-04T18:21Z 42K followers, [----] engagements "@AlfredAlfer77 Just curious. Huawei phone" [X Link](https://x.com/tig88411109/status/2007888801109344370) 2026-01-04T18:56Z 42K followers, [----] engagements "@0xspiderbuster Im not arguing valuation. Some people price this as blue-sky growth others anchor on PB and PE. Im focused on something else entirely: competitive advantage and where AI actually creates outsized value in the real world. Valuation debates come later. Capability comes first" [X Link](https://x.com/tig88411109/status/2007931024651772177) 2026-01-04T21:43Z 42K followers, [----] engagements "Trump in July: We buy a lot of things from Palantir. Are we paying our bills I think so Now ask the only question that matters: whats the downside If the Venezuela op failed it didnt need a Black Hawk Down. Miss the target or lose 1-2 operators You trigger political shock oil repricing and risk-off across rates and equities. Thats why military AI matters. $PLTR It doesnt win wars. It turns tail risk into execution. AI adoption is just getting started. This is the first year it has to monetize and get audited. Numbers and the deck in replies." [X Link](https://x.com/tig88411109/status/2008012736479772696) 2026-01-05T03:08Z 42.4K followers, 36.6K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@tig88411109 Tigris
Tigris posts on X about ai, $intc, $googl, if you the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
Mentions: [--] #
Followers: [------] #
CreatorRank: [-------] #
Social Influence
Social category influence stocks technology brands finance countries celebrities cryptocurrencies social networks currencies automotive brands vc firms
Social topic influence ai, $intc #178, $googl, if you, $mu #209, $goog, in the, taiwan, $nvda, elon musk
Top accounts mentioned or mentioned by @financeyf5 @elonmusk @xiejackie @bboczeng @imxiaohu @ronsonic @jacksonsaifu @terrytrewnues @hanscnelson @alecstapp @jukan05 @ryan76589177 @todeardaughter @sydneydaddy1 @stocksavvyshay @wallstjesus @rickyyu6612 @findsomefries @jingjingli @sentomcotton
Top assets mentioned Intel Corporation (INTC) Alphabet Inc Class A (GOOGL) Micron Technology, Inc. (MU) NVIDIA Corp. (NVDA) Palantir Technologies Inc. (PLTR) Alpha Technology Group Limited (ATGL) Moderna Inc (MRNA) Advanced Micro Devices (AMD) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) Oracle Corporation (ORCL) American Eagle Outfitters (AEO) Pfizer, Inc. (PFE) Sandisk Corporation (SNDK) Broadcom, Inc. (AVGO) Vertiv Holdings Co (VRT)
Top Social Posts
Top posts by engagements in the last [--] hours
"The Seven Generative AI Building Blocks for the Next Generation of Consumer Technology Companies - Menlo Ventures https://menlovc.com/perspective/the-seven-generative-ai-building-blocks-for-the-next-generation-of-consumer-technology-companies/ https://menlovc.com/perspective/the-seven-generative-ai-building-blocks-for-the-next-generation-of-consumer-technology-companies/"
X Link 2023-05-24T07:23Z [----] followers, [--] engagements
"VC fund stacks [--] investors about their fund stack the tools they use to source startups manage deal flow diligence companies communicate with their LPs and more"
X Link 2023-08-20T14:14Z [---] followers, [--] engagements
"The person who wrote this MidJourney Prompt illustrated guide is definitely a master: A total of 370+ artists' styles are listed according to the horizontal and vertical coordinates in the document a tasteful picture is produced in minutes"
X Link 2023-08-23T15:16Z [---] followers, [--] engagements
"Twitter Leaderboard"
X Link 2023-10-04T08:01Z [---] followers, [--] engagements
"Researchers spend a great deal of time reading research pa- pers. However this skill is rarely taught leading to much wasted effort. This article outlines a practical and efficient three-pass method for reading research papers. https://web.stanford.edu/class/ee384m/Handouts/HowtoReadPaper.pdf https://web.stanford.edu/class/ee384m/Handouts/HowtoReadPaper.pdf"
X Link 2023-11-23T03:23Z [----] followers, [---] engagements
"@SydneyDaddy1 Nofu $k"
X Link 2023-12-01T00:15Z [---] followers, [--] engagements
"Nvidia Envy: understanding the GPU gold rush In [----] thousands of companies and countries begged Nvidia to purchase more GPUs. Can the exponential demand endure JOHN LUTTIG"
X Link 2023-12-05T22:35Z [---] followers, [--] engagements
"🌹ComfyUI Portrait Master. Ultra-detailed parameter settings You don't have to worry about not being able to write portrait prompts anymore Re-optimize the json list for more customization and expansion"
X Link 2023-12-18T16:59Z [---] followers, [--] engagements
"Dive into Deep Learning 🧑🎓 Interactive deep learning book with code math and discussions Implemented with PyTorch NumPy/MXNet JAX and TensorFlow Adopted at [---] universities from [--] countries https://d2l.ai/ https://d2l.ai/"
X Link 2023-12-20T18:57Z [----] followers, [---] engagements
"@StockSavvyShay ChatGPT show you more insights 😊"
X Link 2023-12-22T17:59Z [---] followers, [---] engagements
"@WallStJesus Watching fund managers closely they're tuned into inflation rates like hawks. Bet is on the Fed cutting rates if inflation cools. That'd mean a steeper yield curve (short-term rates dip faster than long-term). Good news for banks 📈"
X Link 2024-01-10T05:11Z [---] followers, [---] engagements
"@RickyYu6612 Loro PianaLogo😄"
X Link 2024-01-13T00:35Z [---] followers, [---] engagements
"🌟 #GPT🚀 #AI # #customGPTs"
X Link 2024-01-14T07:02Z [---] followers, [--] engagements
"@findsomefries @FinanceYF5 easy just try any famous artwork in a Grand Theft Auto style"
X Link 2024-01-29T14:07Z [---] followers, [---] engagements
"🎬 Dive into video editing effortlessly with #Clipchamp 🌟 Auto-captions in 80+ languages text-to-speech intuitive resizing and AI-powered editing - all in one tool. Unleash your creativity without limits watermark-free. Now a part of Microsoft. 🚀 🎥"
X Link 2024-01-31T07:03Z [---] followers, [--] engagements
"@Jingjing_Li @SenTomCotton CCP-backed TikTok abuses and silences people. Its algorithm brainwashes and lies to the west. US congressmen can question TikTok CEOs loyalty. It affects US security and interests. The naked racism claim is rubbish and unfair"
X Link 2024-02-01T19:41Z [---] followers, [--] engagements
"@Lan_Terer @MTradess @JustinTrudeau To see the fact of Hamas terrorist activities on [--] Oct [----] dont see the story"
X Link 2024-02-14T15:28Z [---] followers, [--] engagements
"@YSfMbKFbqP9ByGv openai😄"
X Link 2024-02-16T15:46Z [---] followers, [--] engagements
"The Arc Product-Market Fit Framework Sequoia Capital https://www.sequoiacap.com/article/pmf-framework/ https://www.sequoiacap.com/article/pmf-framework/"
X Link 2024-04-12T01:34Z [----] followers, [---] engagements
"AI 50: Companies of the Future Sequoia Capital https://www.sequoiacap.com/article/ai-50-2024/ https://www.sequoiacap.com/article/ai-50-2024/"
X Link 2024-04-12T09:10Z [----] followers, [----] engagements
"@elonmusk @BillAckman @Harvard No worries pro Hamas money will come"
X Link 2024-05-02T06:34Z [----] followers, [--] engagements
"@kyleichan Tiktok brain"
X Link 2024-05-05T15:00Z [----] followers, [---] engagements
"The YC Startup Directory Y Combinator Startup Directory Since [----] we have invested in over [----] companies that have a combined valuation of over $600B. In this directory you can search for YC companies by industry region company size and more. https://www.ycombinator.com/companiesbatch=W24 https://www.ycombinator.com/companiesbatch=W24"
X Link 2024-05-17T13:08Z [----] followers, [---] engagements
"📉💥#Pinduoduo isn't China's #Costco Instead of building it's disrupting. With ultra-low prices and millions of SKUs it exploits economic downturns and erodes trust damaging the market's health. Time to rethink the true cost of "cheap" 🛒🔍 #ecommerce #businessmodel #retail In the rapidly evolving landscape of Chinese e-commerce Pinduoduo has emerged with a distinctive business model that has led to its meteoric rise. However this model is far from the glossy exterior it presents. I will delve into why Pinduoduo cannot be considered China's Costco and why it is in fact a disruptor of the"
X Link 2024-05-23T07:26Z [----] followers, [----] engagements
"@USABelAir2021 @bboczeng"
X Link 2024-05-27T02:13Z [----] followers, [--] engagements
"@OliLondonTV The question is how they got admitted to the ivy school SAT 1200"
X Link 2024-05-28T16:06Z [----] followers, [--] engagements
"2024 AIPC DellPCAl A1PCPCAIPC Agent"
X Link 2024-05-29T07:30Z [----] followers, [--] engagements
"🚀 Voice agents are transforming our world and @a16zs latest article is a must-read 🌐✨ From reinventing phone calls to offering human-grade services without the cost the future of AI voice is here. Dive into the opportunities and be part of the revolution #AI #VoiceFirst #TechTrends 🤖🔊 https://gamma.app/embed/m3v486p98gt7jol https://gamma.app/embed/m3v486p98gt7jol"
X Link 2024-05-30T07:51Z [----] followers, [---] engagements
"AIAI 902211Chatgpt2381000TBGPT-3GPT-4175B1.8TB9Token0.3TB13TB42239 55905050%70%570%530%55015%"
X Link 2024-06-05T05:45Z [----] followers, [--] engagements
"Perhaps the captured moment subtly hints at a double top formation for NVIDIAs stock suggesting a potential decline on the horizon. Many years later as he faced the twilight of his illustrious journey amidst the remnants of a shattered AI bubble Jensen Huang would recall the euphoric throngs at the fan signing session following the momentous presentation that had propelled NVIDIA to the second-highest market cap in the world. He would struggle to remember another image so vivid so reflective of a fleeting epoch. The fervor of adulation a signpost pointing toward humanitys departure from"
X Link 2024-06-05T06:04Z [----] followers, [---] engagements
"@DrEliDavid @BBC @jconricus Warned Hitler before D-Day WTF"
X Link 2024-06-09T15:20Z [----] followers, [--] engagements
"📱 iPhone - [------] 📲 App Store - [-----] 📟 iPad - [-----] Apple Watch - [-----] 🎬 Services (Apple TV+ News Arcade) - [-----] 🕶 Vision Pro - [-----] 🚗 Apple Car - [-----] 🤖 Apple Intelligence - [-------] Apple is over"
X Link 2024-06-11T06:55Z [----] followers, [--] engagements
"While Xi's mistrust in the military might reduce the likelihood of invading Taiwan amid economic deterioration an economic downturn can also increase the chances of external aggression. Historically leaders have used military actions to divert attention from domestic issues as seen with Russia in Ukraine and North Korea's provocations. Taiwan's significance to Chinese national pride could motivate Xi to use an assertive stance to unify the country and reinforce his leadership. Despite economic troubles China's substantial military modernization means it still possesses the capacity for"
X Link 2024-07-01T17:51Z [----] followers, [---] engagements
"📉IpadApple WatchVision ProApple CarAI Apple IntelligenceAI AIAI AgentSirisiriGenAIGpt3.5GenAIOpenAIAIGpt4o"
X Link 2024-08-05T00:40Z [----] followers, [--] engagements
"@elonmusk @realDonaldTrump Two pages are enough to understand where President Trump will lead America"
X Link 2024-08-13T06:05Z [----] followers, [---] engagements
"@MS35835597 @TunedIntoTennis Draper knew he struck the ball first. It hit the floor altered its trajectory rebounded off his racket again and then sailed into the opponents court. But he lied. Anyone who's played tennis wouldn't understand that. BTW the ref was blind"
X Link 2024-08-17T16:08Z [----] followers, [---] engagements
"@WallStreetSilv The ending of the Bretton Woods system. Currencies were no longer tied to gold but became flat money"
X Link 2024-09-04T06:20Z [----] followers, [--] engagements
"@bboczeng September [--] @ 8:00 am - September [--] @ 5:00 pm Goldman Sachs Communacopia & Technology Conference Palace Hotel San Francisco"
X Link 2024-09-08T18:39Z [----] followers, [---] engagements
"🦋 [---] 🔥A1999519519All in💃"
X Link 2024-10-07T05:50Z [----] followers, [--] engagements
"🎆 💥30% [---------] 1999""2024🎆"
X Link 2024-10-09T01:38Z [----] followers, [--] engagements
"@SgLittlesmart https://x.com/callmeayela/status/1848049788920455545s=61&t=QQgmpSqoBQ_mthH6llNKbg Everyone should own a faceless YouTube channel that earns $10000/m Sadly most people think this takes years to achieve. Heres how to do it in the next [--] days: https://t.co/SFiOpnS8eq https://x.com/callmeayela/status/1848049788920455545s=61&t=QQgmpSqoBQ_mthH6llNKbg Everyone should own a faceless YouTube channel that earns $10000/m Sadly most people think this takes years to achieve. Heres how to do it in the next [--] days: https://t.co/SFiOpnS8eq"
X Link 2024-11-11T20:50Z [----] followers, [----] engagements
"@imxiaohu Very interesting post on Reddit about a use-case of ChatGPT. Helping a female person on medical treatment for her skin. "I used chat GPT to create a custom skin routine. Two months in this is how its going After doing research online and on Reddit I found that the little https://t.co/U5secWbCUH Very interesting post on Reddit about a use-case of ChatGPT. Helping a female person on medical treatment for her skin. "I used chat GPT to create a custom skin routine. Two months in this is how its going After doing research online and on Reddit I found that the little"
X Link 2024-11-12T15:56Z [----] followers, [----] engagements
"@EricTopol @TheLancet @IHME_UW Negative correlation with voters for RFK"
X Link 2024-11-22T05:06Z [----] followers, [---] engagements
"@FinanceYF5 This is The History of Stock Market Crashes. From the Great Depression to the [----] Financial Crisis stock market crashes have wiped out trillions in value. Here are the most disastrous crashes in history and the lessons theyve taught investors: https://t.co/uwtvnRPTWe This is The History of Stock Market Crashes. From the Great Depression to the [----] Financial Crisis stock market crashes have wiped out trillions in value. Here are the most disastrous crashes in history and the lessons theyve taught investors: https://t.co/uwtvnRPTWe"
X Link 2024-11-23T15:22Z [----] followers, [----] engagements
"@FinanceYF5 V = EPS (8.5 + [--] x Growth Rate) Simple but powerful In [----] Benjamin Graham lost almost everything in the market crash. Then he developed a formula so powerful Warren Buffett called him the smartest man I ever met. Heres Benjamin Grahams timeless formula for building generational wealth: https://t.co/0iuF2VLsnZ In [----] Benjamin Graham lost almost everything in the market crash. Then he developed a formula so powerful Warren Buffett called him the smartest man I ever met. Heres Benjamin Grahams timeless formula for building generational wealth: https://t.co/0iuF2VLsnZ"
X Link 2024-11-24T16:01Z [----] followers, [----] engagements
"@FinanceYF5 AI coding = Proper Documentation + Detailed Instructions It's like a smart kid who can code but doesn't know the best practices of code. You need to tell AI what exactly you want: - web app - features - structure etc Here's how you can make AI your full stack developer: 🧵 https://t.co/VjJzLjjyXG AI coding = Proper Documentation + Detailed Instructions It's like a smart kid who can code but doesn't know the best practices of code. You need to tell AI what exactly you want: - web app - features - structure etc Here's how you can make AI your full stack developer: 🧵"
X Link 2024-11-27T08:44Z [----] followers, [---] engagements
"@ScholarshipfPhd https://pubs.acs.org/doi/pdf/10.1021/acsnano.3c01544download=true https://pubs.acs.org/doi/pdf/10.1021/acsnano.3c01544download=true"
X Link 2024-12-01T16:51Z [----] followers, [---] engagements
"@FinanceYF5 LinkedIn CEO Reid Hoffman made his craziest prediction yet: 'By [----] traditional 9-5 jobs will be extinct.' He said AI will replace millions but a few who unlock this ONE cheat code will make millions overnight. Open this if you want to future-proof your career: 🧵 https://t.co/QVIN3u6M4U LinkedIn CEO Reid Hoffman made his craziest prediction yet: 'By [----] traditional 9-5 jobs will be extinct.' He said AI will replace millions but a few who unlock this ONE cheat code will make millions overnight. Open this if you want to future-proof your career: 🧵 https://t.co/QVIN3u6M4U"
X Link 2024-12-04T15:15Z [----] followers, [----] engagements
"@FinanceYF5 This is wild. OpenAI just dropped o1 full and Pro and it will completely change the AI agent reasoning game. [--] wild examples: https://t.co/of7m4udIDJ This is wild. OpenAI just dropped o1 full and Pro and it will completely change the AI agent reasoning game. [--] wild examples: https://t.co/of7m4udIDJ"
X Link 2024-12-06T16:05Z [----] followers, [---] engagements
"@FinanceYF5 Followers on social media is a dead concept in [----] The internet is at an inflection point and creators must adapt to survive. Let me explain why 🧵 https://t.co/bK5Fwe93rQ Followers on social media is a dead concept in [----] The internet is at an inflection point and creators must adapt to survive. Let me explain why 🧵 https://t.co/bK5Fwe93rQ"
X Link 2024-12-08T04:24Z [----] followers, [---] engagements
"@DrAllyLouks Where the line between observation and interpretation can blur. It's still garbage no matter how many people look at it.""
X Link 2024-12-08T22:45Z [----] followers, [---] engagements
"@FinanceYF5 Google just crushed ChatGPT with Gemini [---] Live feeds. Real-time answers. Almost zero latency. Heres why its blowing everyones mind: (#3 is crazy) https://t.co/wSXAR8Lp3e Google just crushed ChatGPT with Gemini [---] Live feeds. Real-time answers. Almost zero latency. Heres why its blowing everyones mind: (#3 is crazy) https://t.co/wSXAR8Lp3e"
X Link 2024-12-13T14:00Z [----] followers, [----] engagements
"@FinanceYF5 https://x.com/therookiecons/status/1863931367567835377s=61&t=QQgmpSqoBQ_mthH6llNKbg The emails between Elon Musk and Sam Altman are leaked. Its not just the insights that are surprising but their unique way of communicating Ive broken down the [--] most important to speak like a TOP-TIER entrepreneur. Get ready to take notes✍: https://t.co/ti7wTGMgkD https://x.com/therookiecons/status/1863931367567835377s=61&t=QQgmpSqoBQ_mthH6llNKbg The emails between Elon Musk and Sam Altman are leaked. Its not just the insights that are surprising but their unique way of communicating Ive broken"
X Link 2024-12-14T16:42Z [----] followers, [----] engagements
"AI doesn't possess the nuanced cognition of humans meaning it can't engage in the dynamic empathetic interactions required for something like a driving where real-time decision-making and social cues are key. This highlights a significant limitation in current AI models which rely on pattern recognition rather than true understanding or adaptability"
X Link 2024-12-22T03:50Z [----] followers, [--] engagements
"@Inty 1/ The one big thing nobody is talking about: Did Elon want to shut the government down because of his business deals with China A thread. 🧵 1/ The one big thing nobody is talking about: Did Elon want to shut the government down because of his business deals with China A thread. 🧵"
X Link 2024-12-22T16:21Z [----] followers, [----] engagements
"@elonmusk It's the ultimate hypocrisy - showing off 'generosity' to mask the 'I told you I'm fine without him' vibe. But hey at least it's for a good intention right 😂"
X Link 2024-12-23T16:16Z [----] followers, [---] engagements
"@RonSonic @JacksonSaifu @terrytrewnues @elonmusk @HansCNelson How to compete"
X Link 2024-12-27T18:06Z [----] followers, [--] engagements
"@RonSonic @JacksonSaifu @terrytrewnues @elonmusk @HansCNelson Excuses wont get you into a top engineering programor help you build rockets or robots. If you cant handle systematic study you might as well focus on fixing rooftops or boilers"
X Link 2024-12-27T18:21Z [----] followers, [--] engagements
"@notPBD @elonmusk The society fears change more than failure. To overcome this humanity must embrace a new paradigmwhere excellence isnt seen as a threat but as a shared opportunity for progress. Only then can the promise of the American Dream and indeed the human dream be fulfilled"
X Link 2024-12-28T01:22Z [----] followers, [--] engagements
"@Liv_Boeree Asian-Americans: Lowest crime. Highest education. Major tax contributors. But their success isnt celebratedits feared. Turns out the real threat to America isnt failure; its excellence"
X Link 2024-12-28T02:20Z [----] followers, [--] engagements
"@TheQuartering Asian-Americans: the embodiment of the American Dreamhard work talent and no pain no gain. Lowest crime rates highest education levels dominating IT. The reward Becoming Americas most disliked immigrants. Meritocracy hits different when its them winning"
X Link 2024-12-28T06:33Z [----] followers, [--] engagements
"@elonmusk Society doesnt fear the powerless; it fears the brilliant. Skin color language culturetheyre just excuses. The real fear is of losing to those who refuse to play small"
X Link 2024-12-28T06:56Z [----] followers, [---] engagements
"@elonmusk H-1Bs: the scapegoat of Americas broken meritocracy. Critics cry abuse while ignoring the value immigrants bring to STEM. Fix the oversight but stop pretending the program isnt essential"
X Link 2024-12-28T07:03Z [----] followers, [---] engagements
"@IKchmt6jSYhp5I8 @AlecStapp H-1Bs arent perfect but lets get real: Some abuse the system for cheap labor. Most drive innovation in industries Americans rely on. The issue isnt immigrationits oversight and local workforce gaps"
X Link 2024-12-28T07:11Z [----] followers, [---] engagements
"@AlecStapp America loves diversity as long as it stays in its place. The moment marginalized groups rise from the margins to the center Panic. This isnt about culture or language. Its about fearof losing dominance to someone better"
X Link 2024-12-28T07:14Z [----] followers, [--] engagements
"@ksorbs H-1Bs fill roles Americans cant or wont do. STEM gaps are real and the demand outpaces the supply. Want to end dependency Start by fixing our broken education system"
X Link 2024-12-28T07:16Z [----] followers, [--] engagements
"@RichardHanania How to fill the gap Please fix the broken education system before cutting off"
X Link 2024-12-28T07:21Z [----] followers, [---] engagements
"@MostlyPeacefull Cooks making $30k are not getting H1-B visas. The databases you are looking at are for applications but the minimum salary for H1-B is $60k. If you actually search through the applications youll see they were immediately denied. You are being lied to and falling for it"
X Link 2024-12-28T16:56Z [----] followers, [---] engagements
"@AoverK @dvassallo Cooks making $30k are not getting H1-B visas. The databases you are looking at are for applications but the minimum salary for H1-B is $60k. If you actually search through the applications youll see they were immediately denied. You are being lied to and falling for it"
X Link 2024-12-28T17:06Z [----] followers, [--] engagements
"@elonmusk This is a real American Dream"
X Link 2024-12-28T18:20Z [----] followers, [--] engagements
"https://storm.genie.stanford.edu/ https://storm.genie.stanford.edu/"
X Link 2024-12-31T18:08Z [----] followers, 17.6K engagements
"@imxiaohu Most numbers of parameters are estimate reported to provide more context for understanding the models performance./"
X Link 2025-01-02T16:09Z [----] followers, [---] engagements
"While the comparison to meme coins is novel it's true that Buffett's influence on stock popularity through media has parallels to today's social media-driven trends. However Berkshire Hathaway's value is fundamentally rooted in tangible business achievements and long-term investment strategy unlike the often speculative nature of meme coins. It's a reminder that the dynamics of influence in finance have evolved but the core of investment value remains different"
X Link 2025-01-19T23:57Z [----] followers, [--] engagements
"Stephen Miller Charlie Kirk 🚨 BREAKING - STEPHEN MILLER JUST WENT OFF: "WE are the ones who build who create who lift up humanity. You thought you could KILL Charlie Kirk YOU HAVE MADE HIM IMMORTAL" "They cannot IMAGINE what they have AWAKENED They cannot conceive of the army they have arisen in all of us" "And now millions will carry on his legacy And we will devote the rest of our lives to FINISHING the causes for which Charlie gave his last measure of devotion." "We stand for what is GOOD virtuous and NOBLE. And to those trying to incite violence against us . What do YOU HAVE You have"
X Link 2025-09-21T22:06Z 30.4K followers, 23.6K engagements
"2.8%: The Number That Audits the AI Memory Trade 2.8%. Thats not a benchmark score. Thats a receipt. DeepSeek took a 100B-parameter memory table parked it in standard host DRAM (normal server memory not fancy GPU memory) and the throughput http://x.com/i/article/2011002255378620416 http://x.com/i/article/2011002255378620416"
X Link 2026-01-13T10:39Z 50.5K followers, 130.9K engagements
"Sol Price: The Founder who taught Jim Sinegal Jeff Bezos Sam Walton and Bernie Marcus https://world.hey.com/davidsenra/sol-price-the-founder-who-taught-jim-sinegal-jeff-bezos-sam-walton-and-bernie-marcus-a0ea2154 https://world.hey.com/davidsenra/sol-price-the-founder-who-taught-jim-sinegal-jeff-bezos-sam-walton-and-bernie-marcus-a0ea2154"
X Link 2023-12-03T16:27Z 40.6K followers, [---] engagements
"AI Semiconductors $NVDA Nvidia $AVGO Broadcom $MRVL Marvell Technology $INTC Intel $AMD AMD $TSM TSMC $CLS Celestica Cloud Service Providers $AMZN Amazon $MSFT Microsoft $GOOGL Alphabet $ORCL Oracle $NOW ServiceNow $BABA Alibaba Cloud $IBM IBM Servers $SMCI Super Micro $DELL Dell $VRT Vertiv Holdings $HPE HPE Networking $CSCO Cisco Systems $ANET Arista Networks $FFIV F5 Networks $JNPR Juniper Networks $CIEN Ciena $EXTR Extreme Networks $CRDO Credo Technology Cloud and Data Services $INOD Innodata $INFN Infinera $PLTR Palantir $GTLB GitLab $ESTC Elastic $DDOG Datadog $CFLT Confluent $DOCN"
X Link 2024-12-16T18:02Z 35.6K followers, 17.8K engagements
"@MarkRoie80403 Every major tech revolution starts this way tools first profits later. The infrastructure is here now its just a matter of evolution. ChatGPT MAU has reached over [---] billion visits that kind of scale always breeds viable business models"
X Link 2025-11-09T17:20Z 36.8K followers, [---] engagements
"Nano 🍌 Token Remember to have fun 🫶 "image_metadata": "title": "Candid Charm: The Playful Gaze" "category": "Hyper-realistic Lifestyle Photography" "tone": "Charming Raw Youthful Candid" "prompt_elements": "subject": "description": "Young Asian https://t.co/DKLcEw3TlP Remember to have fun 🫶 "image_metadata": "title": "Candid Charm: The Playful Gaze" "category": "Hyper-realistic Lifestyle Photography" "tone": "Charming Raw Youthful Candid" "prompt_elements": "subject": "description": "Young Asian https://t.co/DKLcEw3TlP"
X Link 2025-11-21T01:37Z 38.8K followers, 108.9K engagements
"Everyone is talking about Gemini [--] and Nano Banana but the real breakthrough today is Google quietly launching BigQuery AI which finally plugs AI directly into the core of enterprise data. For the first time companies dont need to move data around write pipelines or rely on specialized ML teams; they can analyze model and predict with a single natural-language instruction. This is the moment AI stops being a demo and starts becoming infrastructure the point where productivity revenue and real economic value begin. The biggest market ahead isnt chat or image generation but AI deeply fused with"
X Link 2025-11-21T19:32Z 39.4K followers, [----] engagements
"If you want to size $GOOG you need a range not fantasies. Investors get lost because they listen to every 10x pitch and forget the math. Heres how I look at it. Were entering a [--] to [--] trillion AI value cycle. Alphabet can reasonably take [--] to [--] trillion of that. Moving from 3T to 45T is not storytelling. Its value shifting toward whoever controls the workflow. The upside is never about the multiple. Its about earnings velocity. If Google embeds AGI into Search Android and enterprise operations the business model changes. You stop selling ads. You start charging an access fee to the digital"
X Link 2025-11-22T04:44Z 40.4K followers, [----] engagements
"If there was a real bubble it happened in [----] and [----] when a single early model like GPT-3 or GPT-4 was enough to send Nvidia up tenfold and push valuations into triple-digit territory. That period was speculation driven by imagination rather than earnings. What we are seeing in [----] is the opposite. This year has been about validation not excess. The AI buildout is now funded by four real buyers with real cash flow like Microsoft Google Amazon and Meta and their collective valuation sits near [--] times earnings far below the seventy times we saw in the dot-com era. The market is also no"
X Link 2025-11-22T04:53Z 39.4K followers, [----] engagements
"Still mixing the wrong things. Macro cycles dont run the same clock as industry. Companies move on product cycles cost curves and the people running them. Thats why good firms compound even in recessions. And youre skipping the biggest driver of value execution and innovation. AI isnt consumer spending. Its entrepreneurs pushing a tech curve forward. What youre making is a timing call.Timing isnt insight. Its confidence you can guess when everyone else sells first. Thats the riskiest edge in markets. Focus on companies and longevity of tech cycle"
X Link 2025-11-22T15:46Z 39K followers, [--] engagements
"@tech_signals FYI I lived through every crash since [----]. They all looked different on the surface but the pattern never changed. They arrived faster than anyone expected and wiped out what looked safe. Real investing was never about guessing moves. It was about building a system that protects I lived through every crash since [----]. They all looked different on the surface but the pattern never changed. They arrived faster than anyone expected and wiped out what looked safe. Real investing was never about guessing moves. It was about building a system that protects"
X Link 2025-11-22T16:08Z 39K followers, [---] engagements
"Everyone keeps trying to size AI by asking how much it can add to global GDP. That question is already too small. Global GDP is roughly [---] trillion dollars. If AI were just a writing assistant then yes the ten year productivity boost would be a few trillion at most. That is the linear scenario. But AI is not stopping at language. Once it penetrates enterprise workflows rewrites decision chains and automates operational layers the curve shifts. You move from a simple efficiency tool to a new coordination technology. At that point the contribution is not three trillion or eight trillion. It"
X Link 2025-11-22T16:36Z 39.4K followers, [----] engagements
"The memory sector has been the strongest performer this year. Prices are rising almost monthly and Micron is already up 2x. So when $MU sells off right after Google drops a new AI model people assume the worst: CFO raised Capex. Is this the start of another overbuild That reaction completely misreads where we are in the cycle. Micron is not dealing with a traditional DRAM boom-bust. Its sitting inside a multi-year AI-driven supercycle with demand coming from every direction. Model sizes are still compounding. Inference is just getting started. AI agents and on-device intelligence are about to"
X Link 2025-11-23T15:15Z 40.4K followers, [----] engagements
"Investors keep asking for a clean long-term valuation range on $NVDA so here is the framework that actually matters. If AI becomes an internet-scale platform it will unlock roughly [--] trillion dollars of new value over the next decade. Semiconductors historically capture [--] to [--] percent of the compute layer and Nvidia controls the critical layers of that stack: silicon systems software and ecosystem lock-in. Even under conservative share assumptions that translates into [--] to [--] trillion dollars of incremental enterprise value.This is what underpins the long-term optimistic band near 300"
X Link 2025-11-23T15:26Z 39.5K followers, [----] engagements
"This looks like a tiny UX tweak but it is the one update every AI bear should be afraid of: Google $GOOG just put ads inside AI answers. In one move the whole AI narrative flips from mysterious new revolution to a very old very real business model: AI is not a clean break from ads. It is the next stage of the ad system. Most people still carry this romantic idea that AI would clean up the internet remove friction remove noise and make the whole experience feel more direct. What Google just showed is that AI doesnt erase advertising. It absorbs it. It makes it smarter harder to notice and far"
X Link 2025-11-23T16:48Z 40.4K followers, [----] engagements
"TPU Prompt Generate an ultra-detailed hyperrealistic exploded technical view of googles TPU. The image should show every component separated in 3D space floating in a clean engineering layout with perfect alignment and labeled layers. Keep the perspective dynamic but readable like a premium industrial design schematic"
X Link 2025-11-25T13:56Z 40.4K followers, [----] engagements
"Intel is suddenly back in play. Google and Meta are now evaluating Intels advanced packaging for their [----] TPU and ASIC roadmap a shift that only makes sense if the world is quietly preparing for a Taiwan risk the market refuses to price. If you really understood the XiTrump call youd know the biggest global risk isnt an AI bubble. There is no bubble. Were still in the early innings of a supply-constrained infrastructure supercycle. The real systemic fuse is Taiwan. If Taiwan goes offline global compute doesnt slow it collapses. And hyperscalers are already planning for that scenario. Can"
X Link 2025-11-26T07:43Z 40.8K followers, 48.7K engagements
"Intel $INTC is becoming the only real geopolitical hedge in the entire AI stack. The decade-long mispricing is finally starting to break. Ive pulled together a fund-grade memo supply-chain maps scenario paths and the exact mechanics we use internally to price the re-rating. This isnt a cheap-stock story. Its the market waking up to the only thing that matters once AI turns into national infrastructure: on-shore advanced packaging and a credible U.S. foundry anchor. PPT: Gumroad link below Inside the Deck: Why hyperscalers are positioning Intel as the second anchor of the global compute stack;"
X Link 2025-11-27T07:12Z 40.8K followers, 30.1K engagements
"Intel $INTC Inside the deck: The variant perception: Intel is priced like a broken IDM while the compute stack is already shifting. GRDS in one line: game theory physics reflexivity and asymmetry all converge on Intel. The bottleneck moved from nodes to package area: reticle physics make Intel the only scalable home for giant AI ASICs. The world is moving to a dual-anchor compute system. Intel is the U.S. anchor. The [--------] death valley is a timing issue not a thesis issue. The re-rating math: policy capital sets the floor credibility triggers the regime shift. Positioning: treat it as a"
X Link 2025-11-27T07:21Z 40.8K followers, [----] engagements
"Intel $INTC didnt rally on vibes today. The market is slowly waking up to a simple but brutal shift: Apple Google and Meta might push part of their advanced packaging to Intel. If thats true youre not looking at a chip stock anymore. Youre looking at the next control point in the AI physical stack. But heres the thing most people cant hold a position even when the thesis is screaming at them. They dont internalize anything. Three green candles create conviction one red candle destroys it. This entire setup only makes sense if you understand the structural logic. So I put it all in the new"
X Link 2025-11-28T17:50Z 40.8K followers, 16.8K engagements
"Intel: A Structural Re-pricing of Strategic Infrastructure $INTC If you want the complete breakdown pricing power shift EMIB scale-up risks and Intels re-rating path its all inside. General informational and educational purposes only. Not individualized investment advice. https://tig88411109.gumroad.com/l/jqwjkz https://tig88411109.gumroad.com/l/jqwjkz https://tig88411109.gumroad.com/l/jqwjkz https://tig88411109.gumroad.com/l/jqwjkz"
X Link 2025-11-28T17:50Z 40.8K followers, [----] engagements
"Intel $INTC alpha. Intel is suddenly back in play. Google and Meta are now evaluating Intels advanced packaging for their [----] TPU and ASIC roadmap a shift that only makes sense if the world is quietly preparing for a Taiwan risk the market refuses to price. If you really understood the XiTrump https://t.co/VJrejdIe4P Intel is suddenly back in play. Google and Meta are now evaluating Intels advanced packaging for their [----] TPU and ASIC roadmap a shift that only makes sense if the world is quietly preparing for a Taiwan risk the market refuses to price. If you really understood the XiTrump"
X Link 2025-11-28T18:02Z 39.8K followers, [----] engagements
"If you still think Apple handing the entry-level M-series to Intels 18A is just a foundry transfer youre missing the entire scale of what happened. This isnt an order. Its a public vote on what manufacturing sovereignty looks like in a post-Taiwan world. Ming-Chi Kuos readout is explicit: after completing the NDA and the 18A PDK milestones Apple plans to start moving the base M5/M6 chips to Intel beginning mid-2027 with roughly [----] million units a year mostly the MacBook Air and iPad Pro tiers. The retail storyline is the former CPU supplier gets a second life as a foundry partner. But thats"
X Link 2025-11-29T00:49Z 40.8K followers, 26.5K engagements
"@KikeroTamagawa Fair. Chips are all execution yield quality leadership. But real orders force real progress and we just track the milestones. Intels got the history. Now its about proving it step by step"
X Link 2025-11-29T02:38Z 40.8K followers, [----] engagements
"Great powers do not build security on dependence. They build security on redundancy. Anyone who has stayed in this industry knows that an executive with a decade at Intel and two decades at TSMC moving back is one of the most normal in modern semiconductor history. What isnt normal is turning it into a national-security drama. The moment Taiwan prosecutors froze over NT$2 billion of assets from former TSMC senior VP Luo Weiren after raiding his home and alleging he took 2nm process knowledge before joining Intel you could feel something shift. This was never just a criminal case. It was"
X Link 2025-11-29T16:38Z 42.3K followers, 96.1K engagements
"The best kind of Thanksgiving gift isnt a discount. Its seeing our supply-chain risk management paper accepted by a top engineering journal. Proof that theory data and semiconductor-level complexity can convergeand push the frontier forward. Keep Learning Keep Rising"
X Link 2025-11-29T19:09Z 40.8K followers, [----] engagements
"Calling this the US stealing Taiwans IP is wild. Luo was literally trained by the US Berkeley PhD then spent years at Intel before he ever joined TSMC. If anything Taiwan benefited massively from American IP through him. This guy helped lift TSMCs entire advanced-node capability. Nobody gave more to Taiwans semiconductor rise than he and his family. And the irony is brutal: his father was a military police commander in Taiwan If he were alive today seeing his son accused of betraying Taiwan for the very knowledge he once brought home hed probably find the whole thing absurd. Lets talk"
X Link 2025-11-30T03:30Z 40.8K followers, 24.2K engagements
"@NoBanksNearby Exactly anyone who has stayed in this industry knows that an executive with a decade at Intel and two decades at TSMC moving back is one of the most normal in modern semiconductor history"
X Link 2025-11-30T03:41Z 40.8K followers, [----] engagements
"AI wont end when valuations get stupid. It breaks when we hit the power wall. In April Google was finished. At [---] its suddenly best model + best in-house silicon positioned head-to-head with OpenAI and Nvidia. Both stories miss the real axis: the cost of intelligence. Both stories are wrong frame. Like Burry calls AI a bubble. He is using a housingmarket mental model for a physics problem. Credit kills real estate cycles. In AI the only thing that can really kill the cycle is energy how much intelligence you can squeeze out of every joule. Once you look at it that way Google at [---] is a"
X Link 2025-11-30T17:12Z 42.2K followers, [----] engagements
"You are a fan not an investor. If the only thing you hear from that Musk interview is I dont buy stocks I only build. The real tell was when he quietly told you who gets to be AI king today and who is being groomed to run the empire next. Today Nvidia is king. Tomorrow the most valuable operator over the next decade is Google. Why Most people heard Nvidia is strong Google is also good. Thats not how decision-makers hear it. Any CEO with a few billion in AI capex on the line heard something very different: What keeps them up at night is not will my product sell its will my supply chain hold."
X Link 2025-12-01T03:45Z 40.8K followers, 249K engagements
"People saw the AWSGoogle multi-cloud announcement as two rivals being polite. If thats your frame you already missed the plot. The re-rating starts there. What actually happened is much closer to Apple and Android waking up one morning and saying: OK from today our phones pass files like they are on the same OS. No hacks no weird apps just tap and it moves. People keep treating cloud like its a product. It isnt. Its an electrical grid with human governance layered on top. And grids dont collapse because the power is weak but because the architecture is brittle. Thats why the AWSGoogle"
X Link 2025-12-01T07:02Z 40.8K followers, [----] engagements
"Burry isnt wrong because hes sloppy. Hes wrong because hes trapped in the only war he ever won. Old models always misprice new machines. Is Tesla ridiculously overvalued Michael Burry isnt misreading financials hes living inside [----]. His entire worldview is build On the physics of real estate: credit creation leverage spirals duration mismatch yield-curve inversion balance sheets snapping under their own weight. In that world gravity is constant: what goes up must come down. That model worked in housing. It made him a legend. But legends usually die on the same hill that made them famous."
X Link 2025-12-01T19:24Z 41.9K followers, 121.8K engagements
"@t2ttbillsclub Sure every era has one fatal mistake. Ours is letting people who understand credit decide the value of a technology defined by energy"
X Link 2025-12-01T21:43Z 40.8K followers, [----] engagements
"One week ago I published a buy-side style Intel memo around $36 priced at $4.99. Today the $INTC stock is $43 after a +10% day and a +6% day. The point of Tigris Research is not I called the bounce its to put a clear one-read framework on paper before the move: packaging foundry Apple 18A and the post-Taiwan re-rating path. Current price for the memo is $7.99. Link in the comments. https://twitter.com/i/web/status/1995912497392763202 https://twitter.com/i/web/status/1995912497392763202"
X Link 2025-12-02T17:46Z 41.6K followers, [----] engagements
"Quick note on pricing: I dont live off selling reports.$7.99 is not a business model its a filter. Free research attracts noise. A small ticket forces both sides to slow down and actually read 20+ slides. https://tig88411109.gumroad.com/l/jqwjkz https://tig88411109.gumroad.com/l/jqwjkz"
X Link 2025-12-02T17:46Z 40.8K followers, [----] engagements
"The next crisis wont come from currencies. It will come from systems that cant tell the truth about themselves. And if youre setting global allocation for [----] you cant afford to ignore that. Wall Street GS MS BofA are still trading the old cycle. A weaker dollar EM beta valuation reversion the familiar choreography. But that playbook assumes something that no longer exists: a world where institutions degrade slowly rather than abruptly. That assumption is now wrong. And this is where my view breaks from the Street. Everyone calls EM cheap. But cheap relative to what To earnings To cycles Or"
X Link 2025-12-02T18:59Z 40.8K followers, [---] engagements
"The next crisis wont come from currencies. It will come from systems that cant tell the truth about themselves. And if youre setting global allocation for [----] you cant afford to ignore that. Wall Street GS MS BofA are still trading the old cycle. A weaker dollar EM beta valuation reversion the familiar choreography. But that playbook assumes something that no longer exists: a world where institutions degrade slowly rather than abruptly. That assumption is now wrong. And this is where my view breaks from the Street. Everyone calls EM cheap. But cheap relative to what To earnings To cycles Or"
X Link 2025-12-02T19:02Z 40.8K followers, 11.7K engagements
"People see someone hot in well fitted denim and want the same jeans. That is not ideology. That is pricing. Tonight $AEO is up 10% after hours on an earnings beat. The stock is just catching up to what human nature priced months ago. Investing works the same way. You do not need Wall Street models you need common sense and a feel for mood shifts. Four months ago when I flagged AEO off that problematic ad people were still laughing. It is just a jeans commercial why drag politics and Nazis into it. Moral noise on top of very old instincts. From July [--] to now the stock did what cultural hinge"
X Link 2025-12-02T23:07Z 40.8K followers, 11.4K engagements
"Im not reflexively short China. On genuine bottom-up innovation including DeepSeek and the open-source ecosystem Ive been very positive. I called both the first China ADR squeeze last October and the second leg this year in advance and mapped the full thesis. Check the threads if you care about receipts. I honestly dont see many people here who are more brutally balanced on Chinas structural upside and its regime risk. https://twitter.com/i/web/status/1996050862758850629 https://twitter.com/i/web/status/1996050862758850629"
X Link 2025-12-03T02:56Z 42K followers, [----] engagements
"Intel up 9% today on a simple headline: 14A the post-18A node is getting positive feedback from two potential foundry customers and is already in co-design with them. The street will read this as another process node story. Thats the wrong frame. 18A is about whether Intel can re-enter physics reality and ship a credible advanced node. 14A is about whether customers are willing to underwrite a ten-year foundry relationship on top of that: 2nd gen GAA PowerDirect back-side power High-NA EUV with 1520% perf/watt and 30% density gains vs 18A on paper. If 18A works the market stops laughing. If"
X Link 2025-12-03T03:36Z 40.8K followers, 12.9K engagements
"Two weeks ago I said BTC had stopped being a mystical story token and started trading like a high-beta proxy on HY credit spreads. Spreads blew out BTC dumped. Now spreads have rolled back toward sub-300 bps and BTC has ripped from 83k to 93k. The mechanism is confirmed. Credit is still cheap. Nothing in HY says this has to be the cycle floor. If it is it will be one of the thinnest risk-premium bottoms weve seen. 9%9.5 BTC https://t.co/X75jwUJK1L 9%9.5 BTC https://t.co/X75jwUJK1L"
X Link 2025-12-03T06:46Z 42.4K followers, 13.3K engagements
"AEO: +120% in [--] months today opening +16% on an earnings beat. This is what a cultural hinge trade looks like. Markets are just updating to what human nature priced months ago people still pay up when beauty and desire walk back on screen. Full thread below. People see someone hot in well fitted denim and want the same jeans. That is not ideology. That is pricing. Tonight $AEO is up 10% after hours on an earnings beat. The stock is just catching up to what human nature priced months ago. Investing works the same way. You do not https://t.co/SbOHkn76ID People see someone hot in well fitted"
X Link 2025-12-03T14:53Z 40.8K followers, [----] engagements
"Many people arent long or short Google. Theyre long or short the last 10% move. This IC memo is not another target. It is a discipline for $GOOG How to size when not to sell and when price action is mispricing instead of information. Link in comments"
X Link 2025-12-03T15:05Z 40.9K followers, [----] engagements
"Your labor pays today. Your assets pay the rest of your life.If someone had sat me down early and said. That single sentence wouldve saved me more than most hedge fund courses ever did. People dunk on Dells donation because they look at the number and not the mechanism: If you think [---] dollars cant change a kids life youve clearly never met compounding or poverty. Sure [---] compounding to [----] isnt life changing. Everybody with a Bloomberg terminal knows that. But heres the part people with smooth lives always miss: in low income households the idea of money working for you is not just absent"
X Link 2025-12-04T06:11Z 40.9K followers, [----] engagements
"We dont have a firing crisis. We have a hiring freeze. And freezes destroy generations quietly. The Fed sees 191k claims. It misses the kids standing outside in the cold. Initial jobless claims at 191k vs 220k expected lowest since [----] makes a beautiful headline the kind you quote in an air conditioned boardroom when you are sure your model has captured that extra [--] bps of slack in the labor market. On the ground it does not feel like everyone is fine. It feels like no fire just freeze. Companies are not blowing people out. They are quietly shutting the front door. And the group that pays"
X Link 2025-12-04T16:23Z 40.8K followers, [----] engagements
"This is not a process roadmap it is a custody battle: does TSMC stay the only factory for AI do we keep renting the future from a single island. or does Intel $INTC finally qualify as the second engine of global compute. Intel finally said the quiet part out loud. 18A is not a retail product. It is an internal control node. The foundry SKU is 18A-P / 18A-PT sitting under EMIB and advanced packaging and 14A is a binary option on whether Intel stays truly on the leading edge or drifts back into a CPU plus packaging role. Near term the game is brutally simple: pull roughly 70% of Panther Lake"
X Link 2025-12-05T17:33Z 42.5K followers, 10.8K engagements
"That is the headline not the mechanism. Core PCE just printed 2.8% and the S&P [---] is now within reach of a new high. From the November [--] low to today roughly [---] trillion dollars of equity value has come back. The easy story is we rallied because inflation surprised on the downside. If you think this rally is about one soft PCE print you are still reading the subtitles not watching the movie. On November [--] the whole tape cracked. Index level not stock specific. Yet underneath the real economy was still functioning. Big box and value retail from Walmart to Ross to Gap were putting up solid"
X Link 2025-12-05T19:23Z 40.8K followers, [----] engagements
"For those who read Chinese this was the note I posted on November [--] right after the November [--] break. Same script: inflation rolling over consumption still functional markets panicking ahead of the Fed reaction function. https://x.com/tig88411109/status/1991875652790919323s=20 Gap [--] https://t.co/TQC1gt8Q5n https://x.com/tig88411109/status/1991875652790919323s=20 Gap [--] https://t.co/TQC1gt8Q5n"
X Link 2025-12-05T19:24Z 40.8K followers, [----] engagements
"Trump wasnt rambling in March. He said the quiet part out loud: no superpower survives by renting its fabs from an island in a conflict zone. If you still dont understand why semiconductor manufacturing must return to the US youre not late to the story. Youre late to common sense. Polarization isnt the problem. Its the strategy. A world that is splitting in two will not let its entire compute supply chain hinge on one island [---] miles off Chinas coast. Can America actually pull it off Thats the only part that isnt rhetoric and it sits entirely on $INTC Intels execution curve. 18A yield EMIB"
X Link 2025-12-07T01:03Z 40.9K followers, 47.8K engagements
"Intel $INTC quietly did something with Amkor $AMKR that matters more than any AI day-trade chart. Everyone saw AMKR spike. The real story is what this says about Intels role in the next phase of the AI cost curve. Putting EMIB into Amkors Korea line is not Intel giving up control. It is Intel admitting two things at the same time: internal packaging capacity is already at the limit of what AI is asking from it keeping EMIB locked inside its own fabs caps its strategic value. Once you teach an external partner your most political packaging stack you are not selling a service you are placing a"
X Link 2025-12-07T22:37Z 42K followers, 22.6K engagements
"If you live in research or build theses for a living install it. Google just dropped Scholar PDF Reader. It turns the static PDF into a research terminal inline citation previews jump-to-figure AI outline highlights synced to your library. Cuts out the friction boosts reading throughput and lets you process papers the way a real workflow should"
X Link 2025-12-08T04:21Z 40.8K followers, [----] engagements
"The real question this week isnt will the Fed cut 25bp Its whether Powell dares to cool a market that has already priced in a smooth easing cycle and an AI bull market on top. Its a stress test of a market that believes in soft landing gentle cuts and an endless AI bull run all at once. Full IC memo on this weeks cut (free) in the comments"
X Link 2025-12-08T16:14Z 40.9K followers, [----] engagements
"The real event this week is not a 25bp cut. It is a live A/B test of how far the Fed is willing to let an AI asset bubble and a broken labor market run in the same body. The market is trading this FOMC like a binary: cut 25bp or bust. In pricing it is already assuming a smooth easing path into [----] a soft landing and an endless AI bull market layered on top. That is the fantasy. If the Fed cuts 25bp it will not be because everything is fine. It will be an insurance tweak on a policy stance that is already restrictive in an economy that is being propped up by AI capex and wealth effects. On"
X Link 2025-12-08T16:23Z 40.9K followers, [---] engagements
"The real event this week is not a 25bp cut. It is a live A/B test of how far the Fed is willing to let an AI asset bubble and a broken labor market run in the same body. The market is trading this FOMC like a binary: cut 25bp or bust. In pricing it is already assuming a smooth easing path into [----] a soft landing and an endless AI bull market layered on top. That is the fantasy. If the Fed cuts 25bp it will not be because everything is fine. It will be an insurance tweak on a policy stance that is already restrictive in an economy that is being propped up by AI capex and wealth effects. On"
X Link 2025-12-08T16:58Z 42K followers, [----] engagements
"If you want more than headlines on H200 and NVDA this is the map I would want on my own desk. Compute geopolitics supply chain portfolio in one package. Two PDFs here: Full IC memo on the H200 trade A cleaner slide deck built from the IFP piece Educational only not investment advice. https://tig88411109.gumroad.com/l/wqkvsh https://tig88411109.gumroad.com/l/wqkvsh https://tig88411109.gumroad.com/l/wqkvsh https://tig88411109.gumroad.com/l/wqkvsh"
X Link 2025-12-09T10:09Z 40.9K followers, [----] engagements
"H200 isnt about geopolitics. Its about whether $NVDA keeps its edge how HBM/CoWoS get repriced and whether this AI bubble bleeds out or detonates inside your book. That is where the alpha really lives. China builds indigenous silicon regardless of H200. The only real variable is whether that progress compounds inside CUDA or outside US control and thats what actually reprices NVDA HBM names and the entire AI cycle. Treason vs survival is the wrong frame for H200. People say NVDA is selling out America or DC is gifting China compute. None of that matters. With or without H200 China will build"
X Link 2025-12-09T16:13Z 40.8K followers, 28.5K engagements
"The October JOLTS print is the perfect example of headline ok internals ugly. For markets earnings still matter more than this noisy series. On the Fed a 25bp cut is still the base case but the real job next week is to keep the tone tight and not feed an already fragile asset bubble. Job openings are flat at 7.7m (+12k) but hiring is 5.1m (3rd lowest post-Covid) quits at a post-Covid low and layoffs the 2nd highest since [----]. That is a slow K-shaped cooling not a healthy re-acceleration. https://twitter.com/i/web/status/1998429980988977435 https://twitter.com/i/web/status/1998429980988977435"
X Link 2025-12-09T16:30Z 42K followers, [----] engagements
"US wants to ship H200. Beijing say no: prove Huawei/Ascend are sufficient before you touch Nvidia. On paper thats patriotic; in silicon H200 is still [--] gens ahead. Saving Face for the crowd. H200 for the projects that matter. If China believe AI is the main arena of national power it doesnt voluntarily stay a full cycle behind. So The policy has to run two tracks at once: a hard public line for domestic politics and the indigenous innovation narrative and a quiet corridor for any team that actually needs frontier compute to hit its targets. This gap is where the alpha lives. Headline-driven"
X Link 2025-12-09T18:58Z 40.8K followers, [----] engagements
"@jukan05 The limit isnt on H200 supply. Its on Chinese face. Teams that need frontier compute will still get it thats the part headlines never price"
X Link 2025-12-09T19:04Z 40.9K followers, [---] engagements
"Forget Fed's rate cut and Powell's script. In the TrumpFed knife fight he is basically a caretaker on borrowed time. If you want to know whether risk still has a bid you watch Chicago Feds NFCI and ANFCI not the press conference. Both indices are sitting around [---]. Zero is normal positive is tight negative is loose. NFCI a composite index of risk credit and leverage that maps the real liquidity regime. NFCI [--] already tells you there is no broad credit crunch no systemic funding winter. ANFCI is even more negative which means that after you strip out the macro cycle financial conditions are"
X Link 2025-12-10T08:01Z 41.3K followers, 32.9K engagements
"@RTBHumanfly So yes even in an optimistic scenario for China on pure design the packaging + HBM gap and the ecosystem gap keep NVDA ahead for the next few years"
X Link 2025-12-10T08:40Z 40.8K followers, [---] engagements
"The whole market is holding its breath for dots speeches and one mans tone at the podium. That is not prudence it is PTSD from [--] years of being trained to worship the FOMC as an oracle. This committee has shown again and again that it cannot see [--] to [--] months ahead any better than the market. In an AI era where generic models digest more data than the Feds entire research stack the idea that a small group of economists can see around the corner is almost comical. Their value is no longer in forecasting the future. It is in the fact that their backward looking models layered with politics"
X Link 2025-12-10T17:51Z 40.8K followers, [----] engagements
"See through the Feds act thats precisely the alpha and youre no longer playing the same game as the crowd. When I say the Fed has no forecasting edge it is not a vibe it is evidence. In field after field we test frontier general models beat the old specialist machine learning setups. If you fine tune a trillion-parameter model on macro and market data it will out-forecast any small DSGE or committee guess. But even that misses the point markets are reflexive. The moment a forecast is believed behaviour changes and the path shifts. That is exactly where alpha lives. If you can see through the"
X Link 2025-12-10T19:11Z 40.8K followers, [----] engagements
"2025 isnt a bubble. Its the year capital finally learns how to price the power grid of the intelligence age. $GEV and $CAT pushing new highs up 120% and 75% YTD is exactly why [----] looks more like rational confirmation than mania. When institutions see real earnings power behind a cycle they size up without hesitation. Take the energy side of the AI buildout. Everything we flagged months ago is now visible in the tape. $CAT s gas turbines the backbone of AI-era power are sold out for years. That is not speculation. That is physical demand from data centers hitting the grid like a tidal force."
X Link 2025-12-10T21:31Z 41.3K followers, [----] engagements
"Many people arent long or short Google. Theyre long or short the last 10% move. This IC memo is not another target. It is a discipline for $GOOG How to size when not to sell and when price action is mispricing instead of information. Link in comments. Full Alphabet IC memo (Gumroad): Written for people who already know $GOOG is a core asset but refuse to trade the tape like a mood swing. It does three things: -Pins scenario valuation ranges on GOOGL so +10% / -10% is context not drama -Ties those ranges to explicit Full Alphabet IC memo (Gumroad): Written for people who already know $GOOG is"
X Link 2025-12-11T18:33Z 40.9K followers, [----] engagements
"There is a little pattern in the tape that has become almost funny. Every OpenAI launch triggers the same reflex: the demo drops the timeline melts and Google trades down like it just lost another limb. If you think every OpenAI launch means Google is dying youre trading the surface story. OpenAI and Google arent even valued on the same axis anymore. One is drifting toward frontier infra plus agent layer economics. The other still earns its keep as the worlds biggest attention marketplace. The tape reacts as if OpenAI is taking Googles lunch; in reality they are barely playing the same game."
X Link 2025-12-11T19:41Z 41.3K followers, 12.1K engagements
"Full Alphabet IC memo (Gumroad): Written for people who already know $GOOG is a core asset but refuse to trade the tape like a mood swing. It does three things: -Pins scenario valuation ranges on GOOGL so +10% / -10% is context not drama -Ties those ranges to explicit assumptions and catalysts so you know what has to be true -Marks the zones where price and fundamentals decouple which is where alpha lives not comfort Link: https://tig88411109.gumroad.com/l/jaojij https://tig88411109.gumroad.com/l/jaojij"
X Link 2025-12-11T19:42Z 41.3K followers, [----] engagements
"Oracle did not drop 15% because AI is over. It dropped because the market is relearning how to price the AI value chain. I read this crash less as Oracle is finished and more as the first clean reset of AI infrastructure forecast and true alpha. The story is shifting From linear backlog fantasy to a more honest question: who survives the heavy capex phase long enough to sell high margin software into the productivity phase. In phase one investors only looked at the shiny end of the story: GPU shipments backlog headline growth. On that screen Oracle still looks great: double digit revenue OCI"
X Link 2025-12-11T20:17Z 40.9K followers, 25.8K engagements
"@_9_8_7_6_5_4_z The real question for investors has nothing to do with coolness or who grabbed the news cycle. Its whether the market is still pricing Google purely as an ads machine or whether youre getting its entire AI optionality for free every time panic selling hits the tape"
X Link 2025-12-12T07:47Z 40.8K followers, [--] engagements
"OpenAI pushing some server capacity from 27Y to 28Y is not AI demand collapsing Its the supply wall speaking: Labor Materials Permitting Build speed. The unsexy stuff that actually builds the future. Markets do what markets always do: price drops first narrative gets written second. A selloff becomes proof. Then the proof becomes the next sell button. Thats reflexivity in a trench coat. Heres the clean framework: supply constraints create pullbacks not pops. They slow delivery shift timing bruise sentiment and force re-pricing of near-term expectations. They do not automatically kill the"
X Link 2025-12-12T18:50Z 40.9K followers, [----] engagements
"Brown University A mass shooting. Two dead. Nine injured. The first Ivy League campus added to an already long record of school shootings. How long does this list need to be before it means something"
X Link 2025-12-14T03:31Z 40.9K followers, [----] engagements
"PRES of Brown: I dont know. REPORTER: Six hours later youre the President and you dont know. Thats kind of concerning. Yet ANOTHER DEI university president"
X Link 2025-12-14T04:39Z 41.3K followers, [----] engagements
"China feels like the future until you check what the future is built on. My friend just got back from China. On the surface its insanely optimized. What he was describing is the UI. Im talking about the OS and the part most people miss: the hidden bill. The Great Firewall is more of a speed bump. VPNs and e-SIMs get around it fast. Immigration is basically a face-scan checkout lane. Delivery is frictionless. Transport is smooth. Shenzhen has 18M+ people and somehow doesnt feel dense. Even the chaos is efficient: apps are packed because they maximize options not aesthetics. Speed is the"
X Link 2025-12-14T19:57Z 41.3K followers, 33.6K engagements
"The Oracle dump is rational and thats exactly why it might be wrong. Yes Phase [--] is a cash-flow audit of the AI buildout. Builders get hit first. But the markets shortcut is dangerous: its treating $ORCL as a pure infra bet. ignoring what happens when AI value migrates downstream into enterprise software databases and workflows. Thats where margins live. If AI actually becomes enterprise productivity Oracle doesnt just rent GPUs it monetizes the software layer sitting on top of the worlds private data. The selloff may be pricing near-term financing risk as permanent impairment. Thats a"
X Link 2025-12-15T05:18Z 41.3K followers, [----] engagements
"Knowing when a trade matures matters as much as spotting it early. The Sydneys campaign wasnt just an ad. It reset the vibe. Traffic follows vibe. Sale follow traffic. Back on July [--] I wrote about $AEO I laid out a simple range$2030. Not because of a quarter or a spreadsheet tweak. But because the brand narrative finally turned. Fast forward. The stock is up 1.4x and now sits near the top end of that range. No fantasy. Just valuation repair. I checked stores this weekend. Denim is moving. Style is working. The consumer response is real. But lets stay disciplined. This is still a traditional"
X Link 2025-12-15T18:08Z 42.2K followers, [----] engagements
"Chinas [----] moment is a catchy headline. Its also the wrong model. Its not [----]. Its [----] with Chinese characteristics: grind deflation pressure confidence erosion and a collateral unwind hiding behind policy optics. [----] was a liquidity freeze. China is a solvency plus demographics plus land-finance unwind its a slow-motion balance sheet recession where property is the collateral base for household wealth local gov land finance and bank credit. Thats why prices can fall while the system still avoids a single Lehman-style snap. The real tell is volume: floor-area sales are roughly 50% below"
X Link 2025-12-16T21:51Z 41.3K followers, [----] engagements
"People obsess over redistribution because it feels moral. But history is clear: wealth technology and innovation create far more value than reallocating what already exists. @DarrigoMelanie Ironically Optimus FSD and AI will provide all the things this moocher demands @DarrigoMelanie Ironically Optimus FSD and AI will provide all the things this moocher demands"
X Link 2025-12-16T21:55Z 41.3K followers, [----] engagements
"No panic. No euphoria. Just audit season. The door isnt closing its being priced. Retail investor doesnt need forecasts. It needs rules: presence entries and emotional immunity. This wasnt an AI is strong earnings season. It was the first audit season. Whether data centers land on time. Whether hyperscaler capex becomes durable cash flow. Whether the backlog is future money or future explanations that require financing time and a lot of narrative stamina. Rates are still high. That makes the game cruel. You dont just need growth. You need growth that clears the rate line. You dont just need a"
X Link 2025-12-17T16:09Z 41.3K followers, 53.7K engagements
"The loudest voices in the room are stuck on the [----] parallel. They see $2.9T of capex and scream Dot-com [---]. Its a lazy take. It confuses magnitude with mechanism. If you want to call something a bubble at least understand the plumbing. The only part that matters is this: Who is funding the build and what constraint can actually kill it. Start with the financing mix. Roughly $1.4T of that build is covered by hyperscaler free cash flow. That single fact breaks the [----] analogy. This is not vaporware propped up by fragile equity paper and momentum. This is monopoly cash being recycled into"
X Link 2025-12-17T18:36Z 41.3K followers, [----] engagements
"The market asked for an AI audit. Micron $MU just dropped the receipt. $18.7B next-quarter revenue. $8.42 EPS. The reason most models missed it is simple: they still price AI by GPUs. The real denominator is 1GW. In my 1GW framework GPU counts barely move. But the bill explodes where the system actually chokes: memory wafers. My slides called it months ago: Memory Wafers +139%. Tonights guide is what you get when the bottleneck migrates from compute to bandwidth + power. Dont trade the headline. Trade the constraint"
X Link 2025-12-18T07:33Z 41.4K followers, [----] engagements
"If this guide shocked your model about $MU youre using the wrong denominator. Stop counting chips. Start pricing 1GW. Full deck: the migration of pricing power from GPUs to HBM packaging and the grid. https://tig88411109.gumroad.com/l/ejnve https://tig88411109.gumroad.com/l/ejnve"
X Link 2025-12-18T07:33Z 41.3K followers, [----] engagements
"@VuleTiger Tonight $MU just dropped the receipt. The market asked for an AI audit. $13.6B revenue was the warmup. The signal is the guide $18.7B next quarter $8.42 EPS. That is not a cyclical beat. It is a step-function. Consensus model is wrong"
X Link 2025-12-18T08:41Z 41.3K followers, [---] engagements
"$MU didnt just gap up. It invalidated the consensus model. Most of the Street still treats AI like a GPU units story. Thats the wrong denominator. In audit season the market doesnt reward headlines. It reprices the slope the cash-flow path and the constraint. The real question isnt up another 10% tomorrow Its: what are you discounting and what are you using to discount it If youre still counting chips youll keep missing why pricing power is migrating. Normalize AI to 1GW and the picture flips: the bottleneck lives in bandwidth HBM packaging capacity and power + cooling. Thats where the bill"
X Link 2025-12-18T15:35Z 41.5K followers, [----] engagements
"Morgan Stanley isnt calling this a historic upward revision because Micron $MU beat by 5%. Theyre calling it that because it just changed the slope of the Streets model. Most likely near-term script: [---] still doesnt clear and we chop between [---] and [---] for a day or two. Treat that as post-repricing digestion not good news is over. After a print like this real money has work to do. Passive flows active reweights quants risk budgets. None of that finishes in [--] minutes. The tape needs time to absorb. The retail mistake is always the same: it stops ripping you start doubting you sell the"
X Link 2025-12-18T16:25Z 41.4K followers, [----] engagements
"Todays tape isnt $MU went up. Its the markets math changing. The company side: MU didnt just beat. It reset the curve. This guide wasnt incremental. It was slope. Macro side: CPI cooled yields eased the hurdle rate blinked. In audit season thats the difference between great quarter and multiple expansion. Duration is allowed again. But dont get hypnotized by the quarter. The real audit is one layer forward: FY26 HBM pricing discipline. Thats where the harmony breaks and thats where the stock will be priced. https://twitter.com/i/web/status/2001720972211024168"
X Link 2025-12-18T18:27Z 41.5K followers, [----] engagements
"My buy-side rule is simple: dont chase stories. Track constraints. As long as HBM stays a controlled bottleneck earnings power can keep surprising and the stock can outrun consensus revisions. The moment pricing starts behaving like commodity memory again MU can fall on good numbers because the bar will already be maxed. Trade heat like a tourist. Track variables like an owner"
X Link 2025-12-18T18:31Z 41.3K followers, [----] engagements
"Tape note: the only thing I care about after a gap like this is whether price digests without giving back the re-rate. If it holds the first consolidation and buyers defend the pivot thats institutions underwriting the new curve not retail chasing a headline. If it bleeds back on no news the move was macro-duration not MU-specific slope"
X Link 2025-12-18T18:31Z 41.3K followers, [----] engagements
"I didnt need todays CPI to change my view. I needed it to change the markets hurdle rate. Todays print did exactly that. CPI came in softer than consensus and Wall Street was leaning the wrong way. But dont frame this as inflation solved. With the October gap this is not a pristine data point. Its a read with wider error bands and shelter is the biggest lever where methodology can quietly move the story. Heres the part that actually prices assets: the hurdle rate. When inflation prints hot the market lifts the discount rate tightens financial conditions in its head and compresses multiples"
X Link 2025-12-19T00:36Z 41.3K followers, 11.5K engagements
"@SeminarStockShr Reading the earnings call doesnt mean you understand the cycle shift"
X Link 2025-12-19T01:54Z 41.3K followers, [---] engagements
"Oracles after-hours move isnt about TikTok hype. Its about role clarity. TikTok headlines are just the excuse. The real trade is this: $ORCL stops getting priced like an overlevered AI construction crew. It starts getting priced like a trusted U.S. data custodian with enterprise gravity. When the narrative flips from capex doom to who do you trust with the crown jewels the risk premium compresses fast. That trust is a moat. And moats do two things in markets: they stabilize demand visibility beyond the AI build cycle they compress credit and equity risk premia when fear is balance-sheet"
X Link 2025-12-19T09:12Z 41.4K followers, 20.9K engagements
"HBM isnt a memory cycle story. Its a constraint and market-share war. Counterpoints Q325 HBM revenue share: SK hynix still leads at 57% but the peak is behind it (69% in Q1). Samsung rebounds hard to 22% (from 13% in Q1) now ahead of Micron $MU at 21%. Thats the tell. This isnt about demand is strong. Everyone knows that. Its about who can actually ship at scale: yield qualified supply packaging windows and delivery cadence. In broader DRAM the race is tight (SKH 34% Samsung 33% Micron 26%) and the market expanded sharply (+26% QoQ). Pricing power follows the bottleneck not the headline"
X Link 2025-12-19T15:09Z 41.4K followers, [----] engagements
"Today isnt $MU up again. Its whether the tape will accept MU above yesterdays lid while beta cools. $NDX opened hot and is giving it a little back. Semis did the same. Macro drag is doing what it always does: turning conviction into caution. MUs reaction is the signal. Yesterdays high was the lid. $MU cleared it at the open tagged the high 260s then gave back some air. Thats not weakness. Thats the only question that matters in audit season: Is [---] a topor a floor Acceptance beats narrative. Every time. If MU can hold [------] while the tape fades thats real relative strength. Not retail hype."
X Link 2025-12-19T15:44Z 41.4K followers, 16.7K engagements
"The retail edge isnt timing. Its structure. Heres the only framework I trust in AI audit season core+tactical. $MU Most people treat earnings and macro like a casino: call the move or confess youre wrong. Thats not investing. Thats dopamine management. Buy-side doesnt get paid for being clever. It gets paid for staying solvent through regime shifts. Core is your right to be there. Its held on the thesis clock not the candle clock. Tactical is path management. It exists to make sure volatility doesnt tax you out of a good idea. Two rules. No extra religion. When the tape is strong I harvest a"
X Link 2025-12-19T18:21Z 41.3K followers, [----] engagements
"Deck archive (Gumroad). Start here: The Eighth Wonder (Compounding principles): https://tig88411109.gumroad.com/l/cavwt https://tig88411109.gumroad.com/l/cavwt"
X Link 2025-12-20T14:40Z 41.3K followers, [---] engagements
"Silicon Inflation in AI (1GW denominator): https://tig88411109.gumroad.com/l/ejnve https://tig88411109.gumroad.com/l/ejnve"
X Link 2025-12-20T14:40Z 41.3K followers, [----] engagements
"Most value investors hate charts. They shouldnt. If you invest on a 5-year horizon todays RSI is mostly noise. But if you ignore technicals completely youll keep overpaying for your own thesis. My $INTC view is structural but the short game is execution. In a fractured world the U.S. needs a credible domestic manufacturing pole. Thats the long game. But where can I add exposure with cheap risk and where am I wrong Markets are a coordination game. If we had to meet in NYC with no phones wed both end up at Grand Central under the clock. Thats a Schelling point: the default meeting place. In a"
X Link 2025-12-22T07:33Z 42.3K followers, 22.2K engagements
"Alibaba-owned SCMP keeps platforming China experts to sell Taiwan the same bad trade: negotiate early time is running out. Youre not reading analysis. Youre reading a script. The fatal mistake is a category error. It assumes todays China is a normal state optimizing long-term national welfare. It isnt. Under a personalized open-ended power structure the objective function shifts. The priority is not GDP. It is regime security. When demographics turn and debt cycles bite the cheapest tool is not a war you might lose. It is an external threat you can monetize at home. Signalling beats action."
X Link 2025-12-22T10:03Z 41.5K followers, 16.8K engagements
"If SOXX is up and your semi cant lift thats not undervalued. Thats supply. Todays $INTC is exactly that: green tape strong sector weak relative stock. So the question becomes tactical: where is the cheapest add and where is the thesis invalid I posted the full buy-side playbook (3-layer filter relative-strength tells exact levels and invalidation) in the subscriber post. https://twitter.com/i/web/status/2003183363717496926 https://twitter.com/i/web/status/2003183363717496926"
X Link 2025-12-22T19:18Z 41.6K followers, [----] engagements
"$MU today wasnt a call. Its whether the tape can live in the 270s after a stress test. From the prints you pulled today: MU opened around the [---] area got flushed into the high-260s then rebuilt back into the 276s near the highs. That sequence is the whole story. Not prediction. Acceptance. "AI Audit season" is simple: You dont get paid for being loud. You get paid for staying on the right side of structure while beta cools. So heres the structure in bands not magic numbers: The inspection zone: high-260s. That was the demand test. If bids dont show up there on future pullbacks the new regime"
X Link 2025-12-23T09:49Z 42.5K followers, [----] engagements
"US macro just printed strong. Headlines will argue about shutdown quirks housing drag and a messy durable-goods number. Noise. The settlement layer is the consumer. High rates and all the end-buyer still showed up. In the GDP contribution table consumer spending (PCE personal consumption expenditures) added +2.39 percentage points to a 4.3% quarter. Most of it was services (+1.7 pts) with goods (+0.7 pts). Thats more than half the growth print coming from the end-buyer still paying. Why it matters: AI spending is not the story. AI payback is. Funds are not brave. They are betting on one"
X Link 2025-12-23T17:38Z 41.4K followers, [----] engagements
"Quick audit on the $INTC headline: Reuters: Nvidia evaluated Intel 18A then stopped moving forward. Intel: 18A progressing 14A still seeing strong interest. This is less about 18A is dead and more about external customers are still not committing. Reuters didnt kill Intel. It just reminded you what the real KPI is. 18A got tested then paused by Nvidia. That is not a meme. It is a conversion failure. IFS lives or dies on one thing: turning pilots into committed wafer volume. Now the only thing worth auditing is price behaviour: Bad news. Not a collapse. A trench test. Today: low [-----] holding"
X Link 2025-12-24T15:53Z 42.4K followers, 15.4K engagements
"The move isnt the story. The acceptance is. $MU is trading in blue-sky territory but Im not romanticizing it. The only audit that matters today is the close versus $277. If we close above band [---] I treat this as digestion not reversal. If we lose it and cant reclaim it thats a failed breakout and I cut tactical risk. OI is not a magic wall. Its crowd density. Dealers only chase if the price sticks. Full execution protocol (Core vs. Tactical) in the subscriber add-on. https://twitter.com/i/web/status/2003889156720939079 https://twitter.com/i/web/status/2003889156720939079"
X Link 2025-12-24T18:03Z 41.5K followers, [----] engagements
"$NVDA $20B Groq acquisition. Wrong headline. One buy side question: acquire what exactly The company The cloud The customers The only asset that actually matters: the ability to make inference predictable. The war is coming vs $GOOG Why Because heres the regime shift going into [----] Groqs tech in plain English: GPUs can feel like driving in traffic: sometimes smooth sometimes jammed. Groq tries to run inference like trains: more scheduled fewer surprises. Not less thinking just less waiting inside the system. AI spending migrates from training to inference. And inference isnt won on peak"
X Link 2025-12-25T18:15Z 41.9K followers, [----] engagements
"$20B Groq acquisition. Standalone deck: Same thinking. Less waiting. $NVDA Public Link: Subscribers get a free Link. https://tig88411109.gumroad.com/l/lnfjgu https://tig88411109.gumroad.com/l/lnfjgu"
X Link 2025-12-25T18:15Z 41.4K followers, [----] engagements
"@jukan05 The headline isnt acquisition. The story is determinism. [----] is training to inference and inference is paid on P95/P99 stability not peak speed.TPU vertical loop is the structural threat. Dropped a traffic vs train deck on my profile if you want the clean model"
X Link 2025-12-25T18:28Z 41.3K followers, [----] engagements
"2026 isnt more AI. Its who turns AI into cash. I compared multiple [----] sell-side outlooks and distilled the consensus into a visual slide deck: themes/rotation/recurring stock lists. Consensus is cheap. Overpaying for consensus isnt. Link in first reply/Subscriber free"
X Link 2025-12-29T03:25Z 41.5K followers, [----] engagements
"Gumroad deck : What you get: [----] index range map (base vs bull vs bear) AI [---] AI [---] shift with the actual named tickers Rotation playbook beyond Big Tech Contrarian views that most people skip (rates commodities credit) Subscribers-post for a free link. https://tig88411109.gumroad.com/l/mqzjooq https://tig88411109.gumroad.com/l/mqzjooq https://tig88411109.gumroad.com/l/mqzjooq https://tig88411109.gumroad.com/l/mqzjooq"
X Link 2025-12-29T03:28Z 41.5K followers, [----] engagements
"Gumroad deck : What you get: [----] index range map (base vs bull vs bear) AI [---] AI [---] shift with the actual named tickers Rotation playbook beyond Big Tech Contrarian views that most people skip (rates commodities credit) Subscribers-post for a free link. https://tig88411109.gumroad.com/l/mqzjooq https://tig88411109.gumroad.com/l/mqzjooq https://tig88411109.gumroad.com/l/mqzjooq https://tig88411109.gumroad.com/l/mqzjooq"
X Link 2025-12-29T07:34Z 41.5K followers, [----] engagements
"If Nvidia $NVDA cant internalize determinism customers will: in-house silicon. [----] is a regime shift: spending moves from training to inference. Inference isnt about peak speed. Its about predictable latency. Thats what makes enterprise AI deployable. Thats what makes data-center capex pay back. TPU-style vertical integration is built for this. https://tig88411109.gumroad.com/l/lnfjgu https://tig88411109.gumroad.com/l/lnfjgu"
X Link 2025-12-29T15:15Z 41.5K followers, [----] engagements
"When the Beijings CCTV rolls out Taipei [---] drone view clip on December [--] paired with Justice Mission [----] drills dont read it as a countdown. Read it as portfolio hedging for a fragile regime: maximum noise minimum commitment. The AI booms real nuclear black swan isnt valuation its Taiwan. You dont need an invasion. A month of blockade math and the supply chain goes from tight to broken and the whole world finds out we built a trillion-dollar compute era on a single-point-of-failure island. Thats why the only grown-up response is redundancy: a second pole of leading-edge manufacturing and"
X Link 2025-12-29T16:03Z 42K followers, [----] engagements
"No Volume No Vote. The Vote Just Came In. Last week we audited the Reuters 18A headlines flush and the $35 trench. We said: dont trade the headline trade the reaction. Wait for participation. Today volume ratio hit 3.5x in the first [--] minutes and price pushed into [----]. Thats not a thesis solved. Thats the tape saying: bids are back risk is back at least intraday. Now the real audit begins: can $INTC clear the next supply gate around 37.838.6 or does it fade back into range Full structure and triggers for Subscribers 👉 Educational only. Not a personalized recommendation. Quick audit on the"
X Link 2025-12-30T15:33Z 41.6K followers, [----] engagements
"TL;DR: A macro-architecture upgrade made trainable proving the bottleneck is still bandwidth and memory. DeepSeek just dropped a systems paper not an algo tweak. Think of training as building a long highway. HC turns each layer into a multi-lane interchange: more routing freedom more power but it can destabilize deep training. mHC adds strict traffic rules so the mixing stays conservative and trainable at scale while keeping the marginal overhead around 6.7%. The real signal: the race in training isnt over and the bottleneck is still bandwidth + memory (the memory wall). DeepSeek DS 26AI"
X Link 2026-01-01T15:25Z 41.9K followers, [----] engagements
"Feels like the first paper red packet of the year. Algorithms still pushing engineering still grinding and the ceiling is still moving up. Paper Link https://arxiv.org/pdf/2512.24880 https://arxiv.org/pdf/2512.24880"
X Link 2026-01-01T15:29Z 41.7K followers, [----] engagements
"Intel $INTC just put the newest High-NA EUV on the floor (ASML EXE:5200B) for 14A price: $380M. This is the printing press for the AI era.But investors dont get paid for cool tech. They get paid for price vs expectations. Today the market is paying closer to 40x. That is a rerating not free fundamentals. Delivery headlines can be bullish while the stock is expensive. [----] can still be messy if orders get timed upgraded deferred or policy risk bites. Know what youre paying for or youll trade greed and fear. I bundled [--] decks: EUV explained (CN) + $ASML earnings and cycle map (EN). Drivers"
X Link 2026-01-02T08:21Z 42.2K followers, 34.4K engagements
"Q2 note: $ASML stock was $720. I anchored 30x ($850). Now its rerated to 40x. So the question is not is High-NA real. The question is how much of the future are you prepaying. More optimism equals less margin of safety. Thats the hidden risk. https://tig88411109.gumroad.com/l/yvpho https://tig88411109.gumroad.com/l/yvpho"
X Link 2026-01-02T08:21Z 42K followers, [----] engagements
"2026 AI isnt a compute race. Its a delivery race: packaging plus memory or you dont ship. That $GOOG TPU v8 roadmap isnt valuable because of the labels the node or the HBM count. The real signal is simpler: From [----] on TPU stops being a chip program. It becomes a system capacity program. And that forces two moves buyers will recognize immediately. One: dilute $AVGO Broadcoms leverage. Keep the flagship relationship but bring MediaTek into the volume lane. Not because Broadcom forgot how to build chips but because no serious buyer volunteers for monopoly pricing. Two: dilute $TSM CoWoS"
X Link 2026-01-02T17:42Z 42K followers, [----] engagements
"$MU just cleared the [---] gate and held above it. Thats the headline. Now heres the audit. Ive been on the memory supercycle framework since early [----] before it was a crowded trade. Not because prices go up but because the demand curve stopped behaving like a normal inventory cycle. AI turned memory into a delivery constraint not a commodity swing. The real upgrade is not a single quarter beat. Its the valuation regime shift. Old world: memory names trade on PB and mean reversion. You debate where you are in the cycle. New world: if earnings durability is visible and the bottleneck is"
X Link 2026-01-02T20:27Z 41.9K followers, [----] engagements
"If youve read Trumps The Art of the Deal stop reading this as morality. Read it as a trade. The Venezuela move isnt about ending dictators. Its selective enforcement: lowest cost maximum signal instant repricing of sovereignty. This wasnt justice It was pricing power"
X Link 2026-01-03T18:53Z 42.2K followers, [----] engagements
"Like it or not X has become the worlds de facto first media. In the U.S. war room: Defense Trump Rubio. And the big screen isnt cable news or slides. Its X. When the most powerful military on earth is reading the same timeline as everyone else you dont need a thesis"
X Link 2026-01-03T19:32Z 42K followers, 39.5K engagements
"CES [----] lasts a week. Attention shouldnt. I compressed the entire agenda into a one-page Alpha Command Center: [--] quadrants clean tickers and the only question that matters for [----] Who can ship AI into the physical world The signal from the schedule density is pretty clear: the story is rotating from bigger training runs to deployment: Edge AI + embodied systems + industrial autonomy. How Im reading it: Semis & Infra = beta (the standard still gets set here). Autos/Mobility = transition pain (SDV is a rewrite not a feature). Consumer Tech = upgrade cycle test (agents must create pull not"
X Link 2026-01-04T06:26Z 42K followers, [----] engagements
"Just UI is like calling Bloomberg just a screen. The value is the decision stack: data fusion access control ontology and workflows that make AI usable in the real world. It structuralizes scattered data so that AI can be deeply applied to actual work processes rather than just being a tool that sits on top of a database. https://twitter.com/i/web/status/2007705328482164779 https://twitter.com/i/web/status/2007705328482164779"
X Link 2026-01-04T06:47Z 42.2K followers, [----] engagements
"Next week isnt crazy. Its a repricing week. CES [----] is the annual reset for AI hardware narratives. Who gets prime time who anchors the opening keynote whos stuck on the show floor thats the market telling you what its willing to underwrite in [----]. I put together a bilingual buy-side deck (EN + ) that turns the schedule into tradeable signals. Details in the replies. https://twitter.com/i/web/status/2007879682696565175 https://twitter.com/i/web/status/2007879682696565175"
X Link 2026-01-04T18:19Z 42K followers, [----] engagements
"How to watch CES like a buy-side analyst in [--] questions per company: 1.Roadmap or timeline 2.Ecosystem or customers and shipments 3.Cost-down or margins and yield visibility Ignore demos. Track language: sample vs production design win vs ramp"
X Link 2026-01-04T18:21Z 42K followers, [----] engagements
"@AlfredAlfer77 Just curious. Huawei phone"
X Link 2026-01-04T18:56Z 42K followers, [----] engagements
"@0xspiderbuster Im not arguing valuation. Some people price this as blue-sky growth others anchor on PB and PE. Im focused on something else entirely: competitive advantage and where AI actually creates outsized value in the real world. Valuation debates come later. Capability comes first"
X Link 2026-01-04T21:43Z 42K followers, [----] engagements
"Trump in July: We buy a lot of things from Palantir. Are we paying our bills I think so Now ask the only question that matters: whats the downside If the Venezuela op failed it didnt need a Black Hawk Down. Miss the target or lose 1-2 operators You trigger political shock oil repricing and risk-off across rates and equities. Thats why military AI matters. $PLTR It doesnt win wars. It turns tail risk into execution. AI adoption is just getting started. This is the first year it has to monetize and get audited. Numbers and the deck in replies."
X Link 2026-01-05T03:08Z 42.4K followers, 36.6K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing