Simplifying the world of semiconductor investing in the age of AI. Part of the @semianalysis_ gang. all views are personal
Joined September 2021
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Shareholdermeeting@nvidia.com
NGL I know a lot of yall are on X
if you’re a big active manager you should email the board tomorrow saying that it’s a conduct violation but it’s in shareholder interest he stays. Make a transition plan idk, the co is not setup to run without him.
Like full stop. Email.
The second blue wave happens, giant coordinated blue China hawk leak?
Ngl it feels so coordinated
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Ian Buck is the most likely tbh
Jensen to chairman / special CTO role kind of like Andy at Arista
Not good if the head of the AI central bank is getting ousted
Also I think I’d vote against it as a shareholder (I am not one, compliance) it’s not in shareholder interest.
lmao i really think i put everyone on to these railroads lmao
dumb question, what happened after 1873? Personally i think this is more like the earlier 60s blow up but who knows
Think this is reasonable tbh. Oversupply is off the table.
This is by far the biggest risk for the ai trade, I thought this would have some vol but like this is crazy tbh
that being said, murphy does seem to be quite good at M&A lmao
Ahhh now everyone gets the unique experience of watching MRVL take away your favorite toy,
My first paid post was about IPHI, which got bought... almost a week after i posted it by MRVL LOL
fabricatedknowledge.com/p/at…
Ahhh now everyone gets the unique experience of watching MRVL take away your favorite toy,
My first paid post was about IPHI, which got bought... almost a week after i posted it by MRVL LOL
fabricatedknowledge.com/p/at…
AI buildout is marked safe from harm
Bloomberg: "A new anxiety is gripping Wall Street as it bankrolls the vast network of data centers and chips behind the artificial intelligence boom: Early signs suggest that the credit market is approaching the limits of how much more debt it can absorb.
One after another, yields are soaring into the double digits on bonds and loans funding the AI infrastructure buildout. Bankers are finding it more difficult to offload risk to insurers and other investors."
#economy #markets #debt #ai #ArtificialIntelligence #bonds
Omg everyone is figuring out all the good railroad analogies.
Yeah the size of the buildout had 3 waves, think it’s possible this is similar this time. People got wrecked each time lol.
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lmao this makes me so mad re: the rendering, we are NOT using graphics cards in PCIE bro
Someone used Claude Opus 5.5 to make a 3D animation of Nvidia Blackwell GPUs (from server down to an atom).
Took 1 hour and full animation “runs from single HTML file, directly in browser. No vid editor. No pre-rendered 3D sequence. Just browser-based experience.”
Very cool.
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I think i tweeted a few months ago saying how come we don't have mac based games yet if AI is so good, and given the recent decomp/recomp from binary for video games... yeah its here
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Love you @benthompson but i have as many people book my flights for me as possible and show up when / where i need to be.
let's not let an extrapolation of a single sample size project to the whole, i think it gud
.@benthompson says consumer AI has a marketing problem because the average consumer doesn't actually want to be more productive.
"Tech companies are like, 'Let us book your flight for you!' I’ve had a personal assistant for 10 years. He does not come within an inch of booking my flights for me. That is crazy talk."
"I understand which ones are gonna be delayed. I know which seat I want to be on. So the fact that this is continually a demo is hilarious to me."
“Number two: people love shopping. They don’t want to be productive. They want to be entertained. One of the biggest forms of entertainment is shopping.”
"Also, there’s so much information on a product page. Companies have spent so much energy focusing on that. You look at apparel as a category. They’re going to tell you what size the model is wearing, and you want to know that, and you want to look at the different styles."
"The idea of having a personal agent that’s going and getting some of the information and bringing it back to you, and then you’re like, 'Well, what about this other thing? Tell me about this thing.'"
"And you have your eager tech company executive say, “Oh, I have an assistant that can do it for you!"
"And it’s like, no. Not only do I want to do it, I want to complain about it. I’m enjoying myself complaining right now, okay? Would you just let me be and live my life?"