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[@dot_61](/creator/twitter/dot_61)
"@TripleGateCaptl Tough to build a strong bear thesis here. If anything $NVO has more financial resources (vs $CTLT) and motivation too to remediate the issues. Despite lack of details $SRRK mgmt saying that issues could be resolved soon has more credibility here (else they lose credibility)"  
[X Link](https://x.com/dot_61/status/1978082789569208589) [@dot_61](/creator/x/dot_61) 2025-10-14T12:57Z XXX followers, XXX engagements


"If #Anthropic indeed is planning to leverage $GOOGL TPUs in some form it could imply $AMZN could go back to the drawing board on Trainium. Could impact $MRVL and Alchip's prospects tied to Trainium design win. Trainium chip may not be the only issue here - interconnect networking topology and SW abstraction layer also need to be competitive to TPU infra. Down the line $AVGO could benefit from an upside to Ironwood TPU demand and $GOOGL could benefit from higher usage of its AI infra or TPU chip sales"  
[X Link](https://x.com/dot_61/status/1978887383962816555) [@dot_61](/creator/x/dot_61) 2025-10-16T18:14Z XXX followers, XXX engagements