[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.] [@obsidiancap1](/creator/twitter/obsidiancap1) "$tsm ceo on call this AM said that ai capex demand is trending ahead of their expectations and the numbers are insane Funny enough I dont think the algos picked up the latter because it was transcribed as the numbers are in sand Enjoy the free alpha" [X Link](https://x.com/obsidiancap1/status/1978923387897409952) [@obsidiancap1](/creator/x/obsidiancap1) 2025-10-16T20:37Z 4178 followers, 16.6K engagements "People don't realize to date AI has just been consuming 2022 excess wafers. () $asml" [X Link](https://x.com/obsidiancap1/status/1979915807044825314) [@obsidiancap1](/creator/x/obsidiancap1) 2025-10-19T14:21Z 4178 followers, 5302 engagements "@TMTMoats Zero mention of ASML and semi cap. Interesting" [X Link](https://x.com/obsidiancap1/status/1979918514858201194) [@obsidiancap1](/creator/x/obsidiancap1) 2025-10-19T14:32Z 4178 followers, XXX engagements "Gildan founded in 1984 (with origins tracing back to 1946) is a new under the radar t shirt brand" [X Link](https://x.com/obsidiancap1/status/1979953535635833028) [@obsidiancap1](/creator/x/obsidiancap1) 2025-10-19T16:51Z 4178 followers, 2306 engagements "@zephyr_z9 @ShanuMathew93 Thx for sharing the math. I see GCP and AWS still charging XXXX to XXXX per hour for A100s as per getdeployed (vs your 90-100c at subclouds). Are they getting utilization at scale at that pricing lvl" [X Link](https://x.com/obsidiancap1/status/1980085812470714412) [@obsidiancap1](/creator/x/obsidiancap1) 2025-10-20T01:37Z 4179 followers, XXX engagements "@DratchCap @ShanuMathew93 @zephyr_z9 @The_Colonel__ good point. where can one find good data about effective capacity utilization" [X Link](https://x.com/obsidiancap1/status/1980112944966123970) [@obsidiancap1](/creator/x/obsidiancap1) 2025-10-20T03:24Z 4178 followers, XXX engagements "@ShitFund Einhorn is one of the last guys Im listening to as an expert for AI tech investing. Pabrai last ofc" [X Link](https://x.com/obsidiancap1/status/1980472991495627171) [@obsidiancap1](/creator/x/obsidiancap1) 2025-10-21T03:15Z 4178 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@obsidiancap1
"$tsm ceo on call this AM said that ai capex demand is trending ahead of their expectations and the numbers are insane Funny enough I dont think the algos picked up the latter because it was transcribed as the numbers are in sand Enjoy the free alpha"
X Link @obsidiancap1 2025-10-16T20:37Z 4178 followers, 16.6K engagements
"People don't realize to date AI has just been consuming 2022 excess wafers. () $asml"
X Link @obsidiancap1 2025-10-19T14:21Z 4178 followers, 5302 engagements
"@TMTMoats Zero mention of ASML and semi cap. Interesting"
X Link @obsidiancap1 2025-10-19T14:32Z 4178 followers, XXX engagements
"Gildan founded in 1984 (with origins tracing back to 1946) is a new under the radar t shirt brand"
X Link @obsidiancap1 2025-10-19T16:51Z 4178 followers, 2306 engagements
"@zephyr_z9 @ShanuMathew93 Thx for sharing the math. I see GCP and AWS still charging XXXX to XXXX per hour for A100s as per getdeployed (vs your 90-100c at subclouds). Are they getting utilization at scale at that pricing lvl"
X Link @obsidiancap1 2025-10-20T01:37Z 4179 followers, XXX engagements
"@DratchCap @ShanuMathew93 @zephyr_z9 @The_Colonel__ good point. where can one find good data about effective capacity utilization"
X Link @obsidiancap1 2025-10-20T03:24Z 4178 followers, XXX engagements
"@ShitFund Einhorn is one of the last guys Im listening to as an expert for AI tech investing. Pabrai last ofc"
X Link @obsidiancap1 2025-10-21T03:15Z 4178 followers, XX engagements
/creator/twitter::912932546/posts