Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers: https://xitter.twitterapi.xyz/t.co/poHmmwvC5M
Spain
Joined April 2024
- Tweets9.3K
- Following349
- Followers47.1K
- Likes3.1K
If you think a man with an ego like Jensen's will go from being CEO of the largest company in the world to working under Musk, you're out of your mind
14
3,000
He slept with some women, who cares? He built the largest company in the world, is what he did! He was a brave Taiwanese engineer, and in this house, Jensen Huang is a hero. End of story!
Who could’ve guessed that Jensen’s tenure would end because he couldn’t control his horniness?
Such an absurd turn of events
Benchmark wasn’t the best choice of words
However, the message from Anthropic is clear
And it makes sense.
As I’ve said many times before, companies don’t want to be locked into a single ecosystem, creating a monopoly
And $AMD offers the cleanest alternative to $NVDA, potentially with even superior performance
This is bullish
Gives room for a positive surprise in 2028. The market is at its scariest when everyone is uber bullish
$NBIS is going to crush earnings
Quite obvious after seeing $CRWV and $IREN results, plus how confident management sounds
$CRWV CRUSHED THEIR Q3 EARNINGS
• Revenue: $3.66B vs. Est. $3.54B
• EPS: ($1.24) vs. Est. ($1.55)
• Adj. Operating Income: $379M vs. Est. $246M
• Total Contracted Power: ~3.7 GW
• Active Power: ~1.7 GW (doubled since start of year)
• Backlog: $133B (+30% sequential growth)
FY26 Guidance
• Revenue: $13.2B vs. Est. $12.5B
• CapEx $38B vs. Est. $36B
• Exit ARR: $21B
Moonshot AI was able to train its models on NVIDIA B300s inside Supermicro servers - eight months after SMCI cofounder Wally Liaw was arrested for trying to sell NVIDIA GPUs to a Megaspeed subsidiary (per Culper) called OBON/One Belt One Network.
culperresearch.com/wp-conten…
$NVDA slows down chip orders as its alleged involvement in Chinese chip smuggling comes under DOJ investigation
Very convenient. Must be a coincidence
3
26
7,010
The plot thickens
$NVDA reportedly provided incomplete information to the US Bureau of Industry and Security (BIS), undercounting Megaspeed's chip inventory by 50,000 chips
$IREN achieved all of this in 2026:
- NVIDIA Exemplar Cloud for B300s and GB300s
- NVIDIA-certified hypervisor through Mirantis
- Customers like Microsoft, NVIDIA, a frontier lab, Figure, Prometheus, Perplexity, Fluidstack, Cohere...
How can you not admire these achievements?
3
57
5,621
Lately, I've seen so many people commenting on screenshots from anonymous accounts claiming to hold $100M–$200M in stocks
Do people not realize how easy it is to fake a screenshot?
I used to post so much stuff on $AMD
Some people will remember that I posted about the company daily
I had very high hopes for the thesis and could see just how underappreciated it was
However, once it turns into a multibagger, motivation weakens
Not an underdog anymore
My newsletter has everything an $AMD investor needs to understand the company, the thesis, and the potential
And I'm writing a new update after this latest deal too
Someone had this information on Jensen for a long time
The relationship dates back to 2024
Why release it now?
Who did it?
Just after the midterms, with inflation, rising rates, and the AI industry at its shakiest moment
Seems like a planned attack
