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[@carl_invests](/creator/twitter/carl_invests)
"@AlphaSenseInc FY25 R&D expense going to be over $10bn and up 20%. I think Hock knows what his last ride will live and die on"  
[X Link](https://x.com/carl_invests/status/1978175576377586157) [@carl_invests](/creator/x/carl_invests) 2025-10-14T19:06Z XXX followers, XX engagements


"@byangsc @ayz_yzyz SemiAnalysis had reports that it was specifically SUE for the scale up on the 400x maybe UALink specs for 500x"  
[X Link](https://x.com/carl_invests/status/1978878296080121914) [@carl_invests](/creator/x/carl_invests) 2025-10-16T17:38Z XXX followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@carl_invests "@AlphaSenseInc FY25 R&D expense going to be over $10bn and up 20%. I think Hock knows what his last ride will live and die on"
X Link @carl_invests 2025-10-14T19:06Z XXX followers, XX engagements

"@byangsc @ayz_yzyz SemiAnalysis had reports that it was specifically SUE for the scale up on the 400x maybe UALink specs for 500x"
X Link @carl_invests 2025-10-16T17:38Z XXX followers, XX engagements

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/creator/twitter::1763789349835902976/posts