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![HedgeyeTech Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::40333430.png) Felix Wang, CFA [@HedgeyeTech](/creator/twitter/HedgeyeTech) on x 14.4K followers
Created: 2025-04-14 12:17:00 UTC

Last week, we removed our Alchip Short despite the company missing Q1 2025 revenues by 6%.  We went Short Alchip back in Sept 2024 because we didn't believe management's forecast of 20%+ revenue GROWTH in 2025, given EOL of Inferentia and poor demand (not CoWoS supply issue) on Gaudi X. Consensus expectations is now at XX% revenue DECLINE for 2025, which means our Short thesis played out. All eyes now on Trainium X and X. $MRVL $AVGO $AMZN

![](https://pbs.twimg.com/media/GoduT7aWwAAOjVX.jpg)

XXXXX engagements

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**Related Topics**
[quarterly earnings](/topic/quarterly-earnings)
[$3661tw](/topic/$3661tw)

[Post Link](https://x.com/HedgeyeTech/status/1911755566763962714)