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[@techfund1](/creator/twitter/techfund1)
"More background on why Guggenheim reached the conclusion that OpenAI will likely be moving away from $DDOG: "OpenAI has already completed building and testing the internal observability solution onto which Datadog workloads will move. In fact a recent video called Scaling Clickhouse to Petabytes of Logs at OpenAI shows members of technical staff at OpenAI discussing an internal observability solution built on Clickhouse which we believe corroborates our view. Meanwhile the company may be evaluating other more cost- effective alternatives to other Datadog functionalities. We believe this would"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1944432927103652003) 2025-07-13 16:25:10 UTC 11.2K followers, 11.7K engagements


"$INTC remains a very difficult story: - the biggest positive is that the company 'only' burned $XXX billion of cash this quarter the best result in almost two years. - the rest of the story is very muddy: X. Plans to go into AI with a more full stack approach - good luck competing with NVDA and cloud ASIC solutions this is a massive uphill battle. In my view they should focus on the foundry and try winning some of NVDA's business - e.g. doing the manufacturing for gaming GPUs - rather than trying to compete with them. X. 14A will be too expensive without external customers: "Up to and through"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1948650530596671952) 2025-07-25 07:44:25 UTC 11.2K followers, 12.5K engagements


"Director at Micron on why Samsung has been struggling in HBM with $NVDA"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1945403648827150393) 2025-07-16 08:42:28 UTC 11.2K followers, 25.1K engagements


"Semis on Fire - TSMC Broadcom & A New Niche Semi Winner From AI"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1947219056777437442) 2025-07-21 08:56:15 UTC 11.2K followers, 4502 engagements


"Research published over the last month - links in bio: A Niche Winner in the AI Data Center Picks & Shovels for Biotech: Outlook Snowflake Databricks and the Cloud Data Market A Tour of Asian Tech Semis - Nvidia AMD Marvell BESI KLA Entegris Arm Intel Navitas Microchip & TI"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1944295836814397813) 2025-07-13 07:20:25 UTC 11.2K followers, 5516 engagements


"ASML CEO bullish on litho intensity in DRAM roadmap with more EUV layers at next 3-5 nodes. This is v positive long term as AI is highly DRAM intensive with HBM"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1945794367706296635) 2025-07-17 10:35:03 UTC 11.2K followers, 10.9K engagements


"Account manager at neo-cloud Lambda: "No slowdown in Nvidia demand. Hyperscalers are trying to deploy as much Blackwell as they can. More available supply for H100 so pricing is coming down." (call this week via Tegus)"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1946617184693764272) 2025-07-19 17:04:37 UTC 11.2K followers, 2008 engagements


"TSMC shipped a whopping XXX million wafers last quarter. However wafer shipments are still below the covid semi peak of Sept XX meaning that all revenue growth since '22 has been driven by wafer mix - i.e. selling more N3 & N5 wafers vs N7 & N16 wafers"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1946136571398205904) 2025-07-18 09:14:50 UTC 11.2K followers, 1772 engagements


"UBS on OpenAI potentially moving away from $DDOG: We understand that OpenAI has at least two observability platforms including a custom-built one for model monitoring and Datadog (and others) for monitoring how OpenAIs products are interfacing with its GPU infrastructure. Some of the clues picked up by the Street (such as OpenAI observability job postings or OpenAIs use of ClickHouse) may relate to parts of OpenAIs observability stack that have nothing to do with Datadog. Our checks suggest that while OpenAI is very focused on driving infra efficiency gains (cost cutting) there is no motion"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1947294942310633864) 2025-07-21 13:57:47 UTC 11.2K followers, 4458 engagements


"$DDOG is losing its largest customer OpenAI. From Guggenheim: We are downgrading shares of DDOG from Neutral to Sell and introducing a PT of $XXX ahead of potential significant optimization by OpenAI which we believe is Datadogs largest customer. Our tactical positioning is based on our belief that OpenAIs observability software roadmap is shifting towards more cost efficient in-house managed technologies and our model setup that indicates 2H risk. We dont believe this is representative of broader enterprise trends; rather OpenAI is an outlier in terms of its hypergrowth and associated"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1944308557383335949) 2025-07-13 08:10:58 UTC 11.2K followers, 30.8K engagements


"@smart_kai_ A lot is being transferred over but N2 and N3 are much more semicap intensive - thats why capex is moving up so much"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1946261713071808817) 2025-07-18 17:32:06 UTC 11.2K followers, XX engagements


"A bull case for Semicap in X charts - $ASML $LRCX $AMAT $KLAC Tokyo Electron etc: 1) TSMC is planning a wave of capex in the coming years with the buildout of leading edge fab clusters in Taiwan and the US:"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1946157784292061598) 2025-07-18 10:39:08 UTC 11.2K followers, 3234 engagements


"Needham (Charles Shi) - some detailed modelling on $TSM and semicap: X. Concludes that $XX billion in AI revenues for TSMC '29 looks conservative X. Sees strong semicap growth in '27 for TSMC at +47%. "Using TSMC's publicly stated AI revenue target ($90B by 2029) and AI accelerator outlook (50MM units by 2030) we developed our AI wafer demand model and found that TSMC doesn't need much unit volume growth (counted in package) to reach the target; significant silicon content growth from increasing number of compute dies in a package and the transition to custom HBM base dies should sustain the"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1941910581407043613) 2025-07-06 17:22:16 UTC 11.2K followers, 4370 engagements


"SAP is seeing XX to XX% productivity gains with AI in coding digital sales engagement and HR. SAP has always struggled with margin expansion as costs grew in line with revenues but with AI productivity there is a clear bull case on margins. These are extremely sticky software products which are very hard to rip out and replace at customers so SAP remains well positioned to expand at customers while optimizing its cost base"  
![@techfund1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1356621924919615489.png) [@techfund1](/creator/x/techfund1) on [X](/post/tweet/1947968847794868442) 2025-07-23 10:35:39 UTC 11.2K followers, 5187 engagements