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[@bubblebabyboi](/creator/twitter/bubblebabyboi)
"OpenAI is making $XXX billion in revenue and has a net loss of $XXXX billion a year with OPERATING LOSSES of $XXX billion. The XX% stake in AMD is a warrant that is gated by gigawatt deployment using their chips. OpenAI gets free shares for buying and building out up to X gigawatts of data center capacity using AMD GPUs. That would be worth $XXXX billion dollars in value to them today Letting them leverage their balance sheet to get loans to build even more data centers BUT WHERE ARE THEY GOING TO GET THE MONEY TO BUY AMD CHIPS Nvidia promised them $XXX billion with a similar deal based on"  
[X Link](https://x.com/bubblebabyboi/status/1975269666353234011) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-06T18:39Z 23.3K followers, 264.7K engagements


"@beaversteever Ive been told I have some of the cleanest RTL on earth"  
[X Link](https://x.com/bubblebabyboi/status/1975598068662743295) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-07T16:24Z 23.4K followers, 2145 engagements


"Jane Street traders be like Im stealing billions of dollars from India to donate mosquito nets to South Sudan to decrease the overall suffering in the world"  
[X Link](https://x.com/bubblebabyboi/status/1976300193059614735) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-09T14:54Z 23.3K followers, 45.7K engagements


"China is crazy cause its fully a communist government that keeps dropping buckets on us because all the leaders know calculus and statistics and have full autonomy to do whatever they want. Real Curtis Yarvin vindication if you ask me"  
[X Link](https://x.com/bubblebabyboi/status/1977531563953868818) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-13T00:27Z 23.4K followers, 21.9K engagements


"@zephyr_z9 I like using earnings before interest taxes depreciation and amortization sir"  
[X Link](https://x.com/bubblebabyboi/status/1979055209239158883) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-17T05:21Z 23.3K followers, XXX engagements


"hi i'm bubble boi just moved to Miami last month from a NYC looking to make more friends in the tech community :) a little bit about me i like: - Cycling - EDM - Agentic work flows - Building Robust Data Pipelines lets grab coffee and exchange ideas this fall"  
[X Link](https://x.com/bubblebabyboi/status/1979057418832105693) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-17T05:30Z 23.3K followers, 22.8K engagements


"Its Nvidia. GTC is in Washington DC at the end of the month. They will announce it there & potentially bring Trump on stage"  
[X Link](https://x.com/bubblebabyboi/status/1979188874875150535) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-17T14:12Z 23.3K followers, 16.4K engagements


"A lot of people have been arguing about this piece from the information. But honestly just use some basic reasoning here. AWS Azure & Google all rent out b200s at way higher costs. Neoclouds are debt fueled plays to capture market share. But as fat joe said once yesterdays price is not todays price And one day that wont be the case. In fact the business model of Neoclouds implies this as they need to capture market share and then up prices to become more profitable. How many businesses and services are only profitable at those low prices"  
[X Link](https://x.com/bubblebabyboi/status/1979226646843650113) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-17T16:42Z 23.4K followers, 13.4K engagements


"Its crazy how homes are so expensive but when you take a train through America there is nothing but hundreds of miles of empty land that can be used to develop homes. The first person to figure out how to turn that land into productive purposes and build new communities will become a trillionaire. We literally could build XXX Bushwicks and fill them with people if we wanted to"  
[X Link](https://x.com/bubblebabyboi/status/1979612196523876765) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-18T18:15Z 23.3K followers, 8697 engagements


"Bubble Hackathon be like: I have XX TB of market data your job is to find a way to turn than into money. Person with the highest sharpe strategy wins a chipotle gift card"  
[X Link](https://x.com/bubblebabyboi/status/1979654365750452475) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-18T21:02Z 23.3K followers, 3387 engagements


"I am fixing the New York City subway system"  
[X Link](https://x.com/bubblebabyboi/status/1980423890863288579) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-21T00:00Z 23.3K followers, XXX engagements


"@tszzl I will build the first company on the east coast that matters Roon"  
[X Link](https://x.com/bubblebabyboi/status/1971003140913987942) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-09-25T00:05Z 23.4K followers, 5045 engagements


"Yeah I guess you got a point. I mean if youre trying to become a world class mathematician that can win a Fields Medal you need to start early or else you might not have a chance. SIKE Last person to win a fields medal didnt even major in math in college he majored in Journalism He didnt start doing any real math until his *checks notes* 6th YEAR IN COLLEGE. You can literally GRIND your way to ANYTHING"  
[X Link](https://x.com/bubblebabyboi/status/1975036651270176774) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-06T03:13Z 23.4K followers, 724.9K engagements


"@rankintweets I use Verilator with Surfer. But if I wasn't using that I'd use Synopsys VCS"  
[X Link](https://x.com/bubblebabyboi/status/1975747677708059128) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-08T02:18Z 23.4K followers, XXX engagements


"Big news for Samsung. I wonder how this affects Micron & SK Hynix. Maybe there is enough demand to go around"  
[X Link](https://x.com/bubblebabyboi/status/1976092663599481040) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-09T01:09Z 23.4K followers, 3418 engagements


"Long Nvidia Short AMD Long Intel is going to be a great trade in the coming months"  
[X Link](https://x.com/bubblebabyboi/status/1976322048164249801) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-09T16:21Z 23.4K followers, 10.6K engagements


"The problem is there is a happy medium called get rich relatively quickly. X. Be the best you possibly can be at your skill constantly grind and try to be top X% your income will scale faster than investment returns. The ROI on getting good at what you do is the highest investment return in the world. X. Use leverage. People think leverage is scary because they dont understand it. All businesses use this if your interest on margin is X% and you are getting XX% returns you should leverage them. Also use leverage/debt for any big purchases. Your better off investing excess cash in productive"  
[X Link](https://x.com/bubblebabyboi/status/1977406324208984548) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-12T16:09Z 23.4K followers, 34.9K engagements


"How it feels to be an FPGA engineer"  
[X Link](https://x.com/bubblebabyboi/status/1977434697266266625) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-12T18:02Z 23.4K followers, 31.7K engagements


"I honestly think you could beat every quantum computer today with just a rack of FPGAs"  
[X Link](https://x.com/bubblebabyboi/status/1977959986799022125) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-14T04:49Z 23.4K followers, 71.2K engagements


"Software engineers have negated every advancement in transistor density computer architecture compilers and computer networking over the past XX years"  
[X Link](https://x.com/bubblebabyboi/status/1977960986624545165) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-14T04:53Z 23.4K followers, 1M engagements


"Im realizing now that the reason why so many startups are failing to tape out a systolic array even though they have been around since the 1970s is that they are letting Broadcom or Marvell do the physical design for them and those guys are actually incentivized to make the process take as long as possible to get more money out of you"  
[X Link](https://x.com/bubblebabyboi/status/1978154832931205201) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-14T17:43Z 23.4K followers, 8609 engagements


"Does Tesla really have the best hardware engineers In my head I was going to guess Broadcom Apple & Intel"  
[X Link](https://x.com/bubblebabyboi/status/1978197582435270706) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-14T20:33Z 23.4K followers, 8751 engagements


"Stanford & Berkeley are like the only universities left in the world that can design fast chips. There is also like this one professor at Yale who can too but its just him hes the whole ECE department. Its a real problem in my eyes because we need to train the next generation of computer engineers to make a ton of chips. And outside of Broadcom Intel & Marvell very few are capable of the physical design skills necessary to make fast chips. In the next twenty years its possible that physical design will be so automated but still mediocre that we are just stuck with mid basic ass chips. It"  
[X Link](https://x.com/bubblebabyboi/status/1978261037255127410) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-15T00:46Z 23.4K followers, 163.3K engagements


"Please stop commenting on my posts comparing Intel & AMD. AMD has had the past X years to catch up to Intel on architecture and they still havent. Intel is still smacking them in single core performance despite being handicapped by being stuck on worst nodes. Panther Lake is clocking at X GHz for a server CPU. Please dont talk when you dont know what youre talking about listen to me you may learn something"  
[X Link](https://x.com/bubblebabyboi/status/1978329461004079363) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-15T05:17Z 23.4K followers, 23.1K engagements


"Im up XX% today. Going to retire once Intel hits $XX a share"  
[X Link](https://x.com/bubblebabyboi/status/1978536079784288710) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-15T18:58Z 23.4K followers, 13.9K engagements


"The funniest part about this is he assumes anyone thought tech was high status. It is truly not. Tell a girl youre a software engineer anywhere outside of the Bay and they are like oh ok thats cool. Even being an accountant is more interesting to them"  
[X Link](https://x.com/bubblebabyboi/status/1978614042278117679) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-16T00:08Z 23.4K followers, 46.2K engagements


"People who want to get good will get good. These are motivated people the same people who XX years ago would go to a library and check out a textbook on a programming language. Now its just easier than ever to get good. Meaning if your mediocre your terrible. The new bar is good"  
[X Link](https://x.com/bubblebabyboi/status/1978620738405101926) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-16T00:35Z 23.4K followers, 717.3K engagements


"Yeah once Intel adds all of these libraries that arent owned by Intel we will test it. Absolute clown show. Just say you dont know how to benchmark bro. We got llama.c now that should be the inference benchmark not all this python slop"  
[X Link](https://x.com/bubblebabyboi/status/1978686108666896404) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-16T04:55Z 23.4K followers, 11K engagements


"Wake me up when its on 18a"  
[X Link](https://x.com/bubblebabyboi/status/1979221505146868010) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-17T16:22Z 23.4K followers, 3349 engagements


"Nope back to work guys"  
[X Link](https://x.com/bubblebabyboi/status/1979233071716065336) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-17T17:08Z 23.4K followers, 7454 engagements


"I like Jukan but stop with this Vivek Ramaswamy racist trope that Americans are lazy. Who has the largest economy in the world Highest standard of living for a country of this size Who put humans on the moon Invented the entire computer industry That was all hard work and there is a reason why no country has been able to replicate any of this even if they are of a similar size. You dont understand America at all when you talk like this. Everyone I know who is successful was working on side gigs or trying to build their own business while working full time jobs. American culture glorifies"  
[X Link](https://x.com/bubblebabyboi/status/1979600734120554914) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-18T17:29Z 23.4K followers, 21.8K engagements


"I put the odds of OpenAI bankruptcy in next X years at XX% most likely will be absorbed by Microsoft or Nvidia"  
[X Link](https://x.com/bubblebabyboi/status/1979605618387468713) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-18T17:48Z 23.4K followers, 198.7K engagements


"So many retards getting one shotted by AI is funny. GenAI does what you already know how to do its the busy work. You still need to think and come up with original ideas which was already hard to do before GenAI and is probably harder now that most people cant think much at all"  
[X Link](https://x.com/bubblebabyboi/status/1979609471346258150) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-18T18:04Z 23.4K followers, 193.9K engagements


"My EE Tier List (based on where you will actually git gud) God Tier: Intel IBM Research; IMEC SSS: NVIDIA; Apple (Silicon); ARM SS: TSMC SS-: Broadcom Marvell Google (Silicon); Microsoft (Silicon & Cloud HW) S: AMD; Qualcomm; Synopsys; Cadence Micron; Tesla (HW/Silicon) A+: Texas Instruments; Analog Devices; SK hynix; GlobalFoundries A: Cisco; Ericsson; Nokia B+: Lockheed Martin; Northrop Grumman; Raytheon; B: Amazon; HP; Dell; Western Digital; Seagate; Super Micro B-: everybody else Avoid: Optiver; SIG"  
[X Link](https://x.com/bubblebabyboi/status/1979934000375361937) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-19T15:33Z 23.4K followers, 92K engagements


"@yunc42 Depends on the group but Id say B"  
[X Link](https://x.com/bubblebabyboi/status/1979947883924271269) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-19T16:28Z 23.4K followers, 2837 engagements


"They need to call this guy immediately"  
[X Link](https://x.com/bubblebabyboi/status/1980029299534282754) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-19T21:52Z 23.4K followers, 2932 engagements


"@harboreric A little bit of coffee makes a delicious tiramisu"  
[X Link](https://x.com/bubblebabyboi/status/1980048654778921255) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-19T23:09Z 23.4K followers, XXX engagements


"@xXshaurizardXx @mu_chrinovic Agreed with everything you said. The NorthPole chips are objectively beating h100s on throughput and cost on a XX nm node lol. They are god tier"  
[X Link](https://x.com/bubblebabyboi/status/1980050479896781173) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-19T23:16Z 23.4K followers, XXX engagements


"@JohnnyNi13 Nokia bought them"  
[X Link](https://x.com/bubblebabyboi/status/1980107226103603307) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-20T03:02Z 23.4K followers, XXX engagements


"The fact that Tunisia is included in this makes it so much more funnier"  
[X Link](https://x.com/bubblebabyboi/status/1980123558505243128) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-20T04:06Z 23.4K followers, 10.7K engagements


"Happy Diwali to all my friends"  
[X Link](https://x.com/bubblebabyboi/status/1980255788158292179) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-20T12:52Z 23.4K followers, 5269 engagements


"Big prediction for 2026. Intel will out perform Nvidia"  
[X Link](https://x.com/bubblebabyboi/status/1980637704686624798) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-21T14:10Z 23.4K followers, 11.7K engagements


"@FelixCLC_ @elad_raz His hardware is sick"  
[X Link](https://x.com/bubblebabyboi/status/1980644467859419411) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-21T14:36Z 23.4K followers, XXX engagements


"@xXshaurizardXx Honda bear is the best drift car ever. Light weight mid engine skinny tires it just makes it soooo easy"  
[X Link](https://x.com/bubblebabyboi/status/1980651765436678189) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-21T15:05Z 23.4K followers, XX engagements


"Lets goooooo"  
[X Link](https://x.com/bubblebabyboi/status/1980662100285653262) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-21T15:46Z 23.4K followers, 31.3K engagements


"I need to go to Omaha Nebraska and convince him. Buffet needs to take a stake in Intel its time"  
[X Link](https://x.com/bubblebabyboi/status/1980678883990294533) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-21T16:53Z 23.4K followers, 3200 engagements


"If only there was a fab stateside with great packaging technology 😏"  
[X Link](https://x.com/bubblebabyboi/status/1980679646103388293) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-21T16:56Z 23.4K followers, 13.7K engagements


"I have a lot of friends who graduated from the top EE schools and started their first jobs at Nvidia rather than Intel this year. They will learn a painful lesson. The coming year we will see Nvidia burn down their balance sheet to prop up the bubble instead of doing the right thing and buying back stock. When the music stops those will be the ones hurt the most. Its a painful lesson to learn but following trends and hype only gets you so far. If youre getting job offers from Nvidia just assume your TC is halved by next year"  
[X Link](https://x.com/bubblebabyboi/status/1980680588588712016) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-21T17:00Z 23.4K followers, 15K engagements


"Sadly this is a very novice undergrad take first you asked for no clarification on my view then just assumed it. You thought you had some really good logic but your assumptions were wrong. I was naive like you once so I will just add the following: X. HBMs main benefit is gained from lower speed memory than GDDR but wider buses and stacked chips allowing for higher bandwidth. X. The same thing can be done for NAND and at higher density and most likely less power. Albeit a potential latency hit but not large enough to matter in fact currently large LLMs are already bottle necked by fetching"  
[X Link](https://x.com/bubblebabyboi/status/1980749531634405525) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-21T21:34Z 23.4K followers, XXX engagements


"Got a feeling Intels next desktop gaming chip might eclipse XXX GHz"  
[X Link](https://x.com/bubblebabyboi/status/1980756389736620359) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-21T22:01Z 23.4K followers, 5264 engagements


"@PGelsinger Pat Im a huge fan of you and Intel. And you are my personal hero. It would mean the world to me if we could talk or potentially join my group chat EE chat"  
[X Link](https://x.com/bubblebabyboi/status/1980757087014572271) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-21T22:04Z 23.4K followers, XXX engagements


"@treypicou One of my tutors was an expert in only Ancient Greek philosophy we dont have many people like that left"  
[X Link](https://x.com/bubblebabyboi/status/1980811151320707291) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-22T01:39Z 23.4K followers, XXX engagements


"You guys are about to learn the hard way that the role of an investment banker isnt spread sheets and power points its convincing people to do a deal they dont have to do"  
[X Link](https://x.com/bubblebabyboi/status/1980813086316548452) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-22T01:46Z 23.4K followers, 7420 engagements


"My prediction is that these Rubin GPUs will have XX% yields"  
[X Link](https://x.com/bubblebabyboi/status/1980817818410185209) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-22T02:05Z 23.4K followers, 12.3K engagements


"Probably just militarizing all of space"  
[X Link](https://x.com/bubblebabyboi/status/1980827199784792391) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-22T02:43Z 23.4K followers, 3438 engagements


"The great thing about Twitter is sometimes Im wrong. But you will never find that out cause Im going to delete the tweet when I am proven as such"  
[X Link](https://x.com/bubblebabyboi/status/1980827396292170083) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-22T02:43Z 23.4K followers, 2513 engagements


"I wish there were semiconductor futures. Can someone please figure that out"  
[X Link](https://x.com/bubblebabyboi/status/1981028425314820329) [@bubblebabyboi](/creator/x/bubblebabyboi) 2025-10-22T16:02Z 23.4K followers, XXX engagements