EnerTuition @EnerTuition
Skeptic honed in seeing through Investment banker and management BS. Writing about Solar, BEVs, Autonomous driving, CPUs, and GPUs. Tag me on anything related. enertuition.substack.com enertuition at threads dot net Joined October 2017-
Tweets12K
-
Followers2K
-
Following259
-
Likes3K
ARM makes some big claims with no benchmarking data. A serious CPU company would offer some benchmarking data: newsroom.arm.com/blog/driving-a…
The Information is suggesting Omead Afshar is likely back at Tesla. The man was shunted to SpaceX during a previous Tesla scandal and now coming back it seems. The Musk fraud charade continues. theinformation.com/articles/befor…
Is the new $TSLA data center going to be the new fraud cental? Fund it with public dollars and use it for Twitter, XAI and who knows what else? electrek.co/2024/04/15/tes…
I have never seen anyone use first principles of fraud like Elon. One of the first principle of fraud is to deny every new story you don't like.
I have never seen anyone use first principles of fraud like Elon. One of the first principle of fraud is to deny every new story you don't like.
Well, who is surprised? Turns out Elon was lying again, and Reuters story was right.
Well, who is surprised? Turns out Elon was lying again, and Reuters story was right.
Even I wasn't expecting this rapid an end to WW3. The crazies who saw the Iran situation as a Biden problem and the even crazier nut cases who saw Trump as solution can now rest. 😂
Even I wasn't expecting this rapid an end to WW3. The crazies who saw the Iran situation as a Biden problem and the even crazier nut cases who saw Trump as solution can now rest. 😂
Some Twitterati are excited about Iran sending slow moving drones with a few hours' notice. WW3, it is not! At most, we have another irrelevant war of little long-term consequence to US economy. Even Russia/Ukraine war only had a small impact but for brief energy disruption.
Elon has once again figured out that dropping prices increases demand. I mean who would have thought of it? Take rate would zoom up if @Tesla paid $99 a month. Not much for a beta tester willing to gamble with life but gotta do something to increase that take rate.
Elon has once again figured out that dropping prices increases demand. I mean who would have thought of it? Take rate would zoom up if @Tesla paid $99 a month. Not much for a beta tester willing to gamble with life but gotta do something to increase that take rate.
$INTC $NVDA $AMD My take on @intel Gaudi 3 unveil from Tuesday and its impact on @nvidia and @AMD enertuition.substack.com/p/gaudi-3-like…
So, data from Taiwan shows 8–12-week lead times for $NVDA DC GPUs. Note that in 2 quarters, it went down from 40 weeks to next to nothing. That means @nvidia supply > demand. I have been saying will happen as competition - @AMD MI300 and hyper scaler silicon - ramp. $AMD
$INTC Gaud3 is HBM2e? Come on, Intel! One more golden opportunity blown.
ARM core in DC means little or no moat. @AmpereComputing seems on a fast track to being an acquihire. Should have sold 2 to 4 years ago when they had design win momentum and not much of ARM competition.
ARM core in DC means little or no moat. @AmpereComputing seems on a fast track to being an acquihire. Should have sold 2 to 4 years ago when they had design win momentum and not much of ARM competition.
After a decade of telling gullible public that "FSD is next year" at $TSLA Musk has moved onto a new con. Now it is AGI in 2 years. Unfortunately, there will not be a shortage of believers who will keep throwing money at the man: reuters.com/technology/tes…
$INTC Whatever NDA information that @intel is disclosing to analysts at its Vision seminar is not helping the stock. Stock closed near the low of the day - down 1.8%.
There is some debate on where Musk got his 8/8 unveil date for Robotaxis and what $Tesla engineering considerations went into it. IMHO, any self-respecting engineer probably left Telsa a long time back. 8/8 could as well be infinity by infinity in Musk's devious mind. $TSLA
Migration from InfiniBand to Ethernet
Migration from InfiniBand to Ethernet
$TSLA now above the level it was before the big miss on deliveries announcement.
$TSLA now above the level it was before the big miss on deliveries announcement.
While I am an anti-subsidy guy, this subsidy is better than the one @intel got. Intel subsidy benefits pretty much only Intel - a crutch to help bring it back to being competitive. Subsidy to @TWSemicon will lower the cost of domestic production to the entire industry $TSM $INTC
While I am an anti-subsidy guy, this subsidy is better than the one @intel got. Intel subsidy benefits pretty much only Intel - a crutch to help bring it back to being competitive. Subsidy to @TWSemicon will lower the cost of domestic production to the entire industry $TSM $INTC
Motorhead @BradMunchen
20K Followers 2K Following Automotive Long/Short. Don't follow me if you don't like shit posts about Musk & Tesla. More balanced takes on Tesla here: https://t.co/8lbZs0zwTU
B Graham Disciple @bgrahamdisciple
13K Followers 202 Following I am a trader and investor with over 25 years of experience in the securities industry, mostly in equities and options. Xitter sucks; Threads rules.
E.W. Niedermeyer @Tweetermeyer
31K Followers 3K Following Author of Ludicrous: The Unvarnished Story of Tesla Motors. Co-host @TheAutonocast. Not sure how much more mobility innovation I can take. YMMV.
JC Oviedo @JCOviedo6
15K Followers 1K Following Locked in my parents' basement working to expose the biggest frauds since Enron
fly4dat @fly4dat
11K Followers 247 Following Will cover $TSLAQ short @ $0 fly4dat on Threads, Bluesky and Mastodon
CoverDrive @CoverDrive12
4K Followers 1K Following Engineer. Immune to Pop Science. "Always do right. This will gratify some people and astonish the rest." And keep your stick on the ice!
Dean Sheikh @DeanSheikh1
4K Followers 220 Following
Suspected Saboteur @ShortingIsFun
5K Followers 2K Following My Finance work experience was being a runner at the CBOT in HS...in other words: None. Entertainment only. Automotive focused. On Threads, same username.
Rick Bomstein @BomsteinRick
11K Followers 1K Following Took the red pill. BTW this is purely a Matrix reference. Get your mind out of the gutter. Rick Bomstein does not exist.
Taylor Ogan @TaylorOgan
23K Followers 6K Following CEO at @snowbullcapital // In China for investment opportunities // Boston to Shenzhen // Grammar nut // Disclaimer: https://t.co/CYiDT5xlML
Gordon Johnson @GordonJohnson19
48K Followers 599 Following "Derivatives, are financial weapons of mass destruction, carrying dangers that, while now latent, are potentially lethal”-W Buffett; tweets are not fincl advice
Dan Stringer, SEC Pim.. @Danstringer74
9K Followers 2K Following Elon and I both agree. We do not respect the SEC
Peter DeCaprio @cppinvest
9K Followers 1K Following Private investor, consultant to businesses navigating the startup world. #mightygreenhouse; #suviefood; #puraclenz; #marineguardian; #livrecovery; #GMTMsports
Ed McCabe @eddiemac3356
3K Followers 2K Following
Claus Møller 🇺�.. @ClausMller17
2K Followers 1K Following Trying to be rational in an irrational world. Also I have a rule of blocking morons.
Machine Planet @Paul91701736
8K Followers 1K Following It's long past time you quit this place and you know it. I'm @machineplanet_saf on Threads. Join the $tslaQ Discord server here: https://t.co/qcMgFTZizh![Ninja eyes peeled on underrated longs and bubbly shorts. My Focus: Tech/[Alt] Energy/Value/Disruptors/Monetary Policy and Cycles. My tales are not advice.](https://pbs.twimg.com/profile_images/1022255534911700992/vmNRWBcf.jpg)
TalesFromTheFuture @talesftf
3K Followers 4K Following Ninja eyes peeled on underrated longs and bubbly shorts. My Focus: Tech/[Alt] Energy/Value/Disruptors/Monetary Policy and Cycles. My tales are not advice.
Elmer Spud @PlugInFUD
6K Followers 811 Following leftist fintwit politboro | boeing's biggest hater | Elon Musk thought leader | accountant | i-bond shill | spreadgawd | anti-cars | #2029asteroid | #Gilead2024
dave @camdcamd
51 Followers 195 Following
Srini Ananth @srinivos
358 Followers 363 Following Investor @IntelCapital | Opinions are my own. Mavericks & Cowboys fan | Love Islay malts, freshly brewed coffee.
100bags @roadto100bagger
276 Followers 414 Following $meta $avgo $sofi $envx $rklb $hood $trak. AI App =LLM + Data
Henrietta Rearden �.. @align_and
171 Followers 470 Following Still pursuing the integrity of capital markets...after @Integrity4mkts was cancelled by Elron Musk...for publishing research saying $TSLA is a crime scene🤦♂
Braylee Guardino @BGuardino54296
7 Followers 3K Following
Eve Sugiki @SugikEv
72 Followers 5K Following
Nanette Dasalia @NanetDasal
40 Followers 5K Following
DeSuNowa @DeSuNowa
7 Followers 45 Following
Eyal H @eyalhc
39 Followers 158 Following
Alex Taylor @AlexTaylor6611
79 Followers 430 Following Dad, Husband, Son, Brother, Dog Owner, Pragmatist, Eternal Student, #MUFC ST Holder, Middle manager by day #MUFC #MANCHESTER
Clarrette Chloe @BennsLangx
1K Followers 2K Following Investor $NVDA . Change is inevitable. Growth is optional.
Dorathy Gehrki @DGehrki83176
73 Followers 5K Following
Kirk Drinkwater @KirkDrinkwater
127 Followers 79 Following Father, Husband, Accountant, and Lifelong Learner
Adam @akozek12
64 Followers 135 Following
Shiva @tweetshiva
197 Followers 131 Following
RB @GuySmiley_NYC
133 Followers 1K Following
TMT Breakout @heartbreakout
6K Followers 175 Following Tech Prop Trader | TMT Specialist | I write daily about everything that is moving Tech stocks that day | https://t.co/ZOuFklup34
PSC24 @kks2413
8 Followers 2K Following
erxgeo @erxgeo
92 Followers 373 Following
Jaclyn Widby @WidJacl
52 Followers 5K Following
SanityCheck1967 @check1967
123 Followers 417 Following not a lot. But then again, not a lot makes most people special. Cept Elon of course. He is very, very special
rockfeller @rockfeller15
1 Followers 526 Following
crusoeworld @lingsu
5 Followers 126 Following
Gunwale Capital @GunwaleCap
849 Followers 807 Following Not investment advice, views my own, generalist global l/s, cross cap structure. also, not going to have a US recession
Devon @Devon31620567
148 Followers 920 Following
Action Jackson @AJacksonHole
215 Followers 533 Following Fundamentally focused investor, building wealth for my family.
ROICinvestor @ROICinvestor
370 Followers 3K Following Fund manager - Macro aware 🏋 Tweet ≠ Advice "Successful investing is anticipating the anticipations of others"
MikeyG @MikeGRighteous
280 Followers 3K Following A prodigy by ghetto standards. Distributed systems wizard. Hedonic treadmill set to MAX.🚀 راحت عليك يا حلو . خبير في كل شيئ
sandeep @sunkarasandeep
30 Followers 618 Following
Allen Jarboe @AllenJarbo96667
35 Followers 117 Following Small Business Owner | Midwest | Former Navy EOD
J ackyshuan @jackyshuan1
32 Followers 234 Following
启宇 (e/acc) @QYH1073001
85 Followers 138 Following 一名普通的软件行业从业者，接软件开发和逆向单子，不限编程语言和技术栈。另接小规模的芯片设计后端的单子，有软件硬件开发需求，可私信我。Github：elllusion，MBTI: INTJ-A, YouTube: SafemayorStudio， 欢迎关注或star。
🇵 🇮 🇽 🇱 �.. @pikzeles
115 Followers 2K Following {FW | ML} Engineer | 🇻🇪 → 🇬🇧 | Pro-Anglofuturism | Rebooting the British Empire = ∑(tradition) + Π(tech innovation) - Δ(unskilled immigration)
Clever @kaizen_hower
61 Followers 1K Following Programming language fanboy. I try not to be a hypocrite.
Motorhead @BradMunchen
20K Followers 2K Following Automotive Long/Short. Don't follow me if you don't like shit posts about Musk & Tesla. More balanced takes on Tesla here: https://t.co/8lbZs0zwTU
E.W. Niedermeyer @Tweetermeyer
31K Followers 3K Following Author of Ludicrous: The Unvarnished Story of Tesla Motors. Co-host @TheAutonocast. Not sure how much more mobility innovation I can take. YMMV.
fly4dat @fly4dat
11K Followers 247 Following Will cover $TSLAQ short @ $0 fly4dat on Threads, Bluesky and Mastodon
CoverDrive @CoverDrive12
4K Followers 1K Following Engineer. Immune to Pop Science. "Always do right. This will gratify some people and astonish the rest." And keep your stick on the ice!
Gordon Johnson @GordonJohnson19
48K Followers 599 Following "Derivatives, are financial weapons of mass destruction, carrying dangers that, while now latent, are potentially lethal”-W Buffett; tweets are not fincl advice
TalesFromTheFuture @talesftf
3K Followers 4K Following Ninja eyes peeled on underrated longs and bubbly shorts. My Focus: Tech/[Alt] Energy/Value/Disruptors/Monetary Policy and Cycles. My tales are not advice.
Troy Teslike @TroyTeslike
145K Followers 25 Following Tesla Delivery Estimates: Data-driven & free. Early access on Patreon. My average error rate is 1.2% for Tesla's production and 2.7% for deliveries.
Fundamental Research .. @fundam_inv
8K Followers 448 Following Ex-“Sell-side, M&A, FPA, Institutional money management @ $ DD Bil Funds” | All tweets are personal opinions
BlueJay @BlueJay87476298
6K Followers 334 Following BASM 選股法，哪家公司將成長，進而創造高報酬：經營模式(Business Model)、假設 (Assumptions)、策略 (Strategy)和管理(Management)
AlphaSense @AlphaSenseInc
14K Followers 490 Following AlphaSense is how the world’s most sophisticated companies remove uncertainty from their decision-making. (Tweets are not investment advice)
Ultra Ethernet Consor.. @ultraethernet
351 Followers 22 Following Delivering Ethernet-based open, interoperable, high-performance full-communications stack architecture to meet the growing network demands of AI & HPC.
the tiny corp @__tinygrad__
33K Followers 63 Following We make tinygrad. Our mission is to commoditize the petaflop.
Dan Ernst @ernstdj
1K Followers 226 Following HPC Architecture Ronin, currently at @nvidia. Ramblings are my own. He/Him
Stability AI @StabilityAI
190K Followers 31 Following We are building the foundation to activate humanity's potential.
Sharon Zhou @realSharonZhou
23K Followers 1 Following Building the future of LLMs | Cofounder & CEO, @LaminiAI | Prev: CS Faculty & PhD @Stanford. Product @Google. @Harvard | @MIT 35 under 35. Angel investor.
Jeff Tatarchuk @jtatarchuk
1K Followers 2K Following Co-founder @tensorwavecloud - Pioneering the next wave of AI compute. Need GPUs? DM me.
Anthropic @AnthropicAI
262K Followers 26 Following We're an AI safety and research company that builds reliable, interpretable, and steerable AI systems. Talk to our AI assistant Claude at https://t.co/aRbQ97uk4d.
Altera @AlteraFPGA_
28K Followers 255 Following Accelerating innovators across the globe through flexible, programmable products.
Rowan Cheung @rowancheung
497K Followers 373 Following Founder @therundownai. Sharing the latest developments in the world of artificial intelligence.
semi @johnwayne12591
532 Followers 1K Following
Asianometry @asianometry
11K Followers 127 Following My name is Jon and I run the Asianometry YouTube channel. You can email me at [email protected]
NVIDIA @nvidia
2.1M Followers 44 Following The official handle for NVIDIA. Blog: https://t.co/kMvsuHK4Ub Support: https://t.co/6ln5FVnA2o All our social media: https://t.co/Uc56dL57Dh
Jim Fan @DrJimFan
229K Followers 3K Following @NVIDIA Sr. Research Manager & Lead of Embodied AI (GEAR Lab). Creating foundation models for Humanoid Robots & Gaming. @Stanford Ph.D. @OpenAI's first intern.
sunil mallya @sunilmallya
2K Followers 2K Following CTO/Co-Founder @_FlipAI; ex-Head of Eng #AmazonComprehend #NLP, Creator #AWSDeepRacer, Co-founder @neonlab #SF, Tweets on ML, Privacy, Food, Cats
Nicole Hemsoth Pricke.. @NicoleHemsoth
6K Followers 982 Following Deputy Editor in Chief, @TheRegister. Co-founder @TheNextPlatform. Bluesky at nicolehp .bsky.social. Sometimes I beat the GPS.
Andrew Ross Sorkin @andrewrsorkin
962K Followers 4K Following @NYTimes Columnist/Editor & @SquawkCNBC Co-Anchor. Author, Too Big To Fail. Founder, @DealBook. Co-Creator, BILLIONS @Showtime. Co-Chair @NYPL's BLC. Proud Dad.
Torsten Hoefler 🇨�.. @thoefler
5K Followers 211 Following Professor @ETH_en, head of @spcl_eth, Chief Architect ML @cscsch researching large-scale #HPC and #AI systems and #Climate computing - youtube: https://t.co/dxrzSPIFVb
Ilya Sutskever @ilyasut
370K Followers 2 Following towards a plurality of humanity loving AGIs @openai
Subbarao Kambhampati .. @rao2z
16K Followers 29 Following AI researcher & teacher @SCAI_ASU. Works on Human-Aware AI. Former President of @RealAAAI; Chair of @AAAS Sec T. Here to tweach #AI. YouTube Ch: https://t.co/4beUPOmMW6
🌿 lithos @lithos_graphein
6K Followers 2K Following Semiconductors - Follow me to learn all about microchips & how we print them. My web scraper is a live dashboard for the freshest TechWar news. 👇🏽🔗
CG @ConsensusGurus
23K Followers 294 Following DM for business inquiries. Check out our financial modeling business, Model Masters, at the link below.
Abhi Venigalla @abhi_venigalla
5K Followers 1K Following Researcher @Databricks. Former @MosaicML, @CerebrasSystems. Addicted to all things compute.
Eric @EricFlaningam
9K Followers 530 Following Tech research, value investing, and data visualization | $MSFT employee | Newsletter studying business & tech.
Geoff Blaber @geoffblaber
3K Followers 997 Following CEO at @CCSInsight. Navigating the tech world and the adjustment from Silicon Valley to Thames Valley.
AkhenOsiris @akhenosiris
2K Followers 230 Following Just an ancient pharaoh trying to navigate these things called markets. Numbers? Too complicated. Narratives and anecdotes? Yes. ***Not Investment Advice***
Reiner Pope @reinerpope
2K Followers 384 Following CEO and founder, @MatXComputing, developing high throughput chips tailored for LLMs
Convequity @convequity
6K Followers 764 Following Uncover alpha with deep understanding of Product, Architecture, & Vision. Tweets are not investment advice. https://t.co/1hGBBf8WJu Premium: https://t.co/3bYcUN0h1g
Bindu Reddy @bindureddy
124K Followers 338 Following CEO of @abacusai, using Gen AI to build Applied AI and LLM agents and systems at scale, ex-AWS / Google, passionate about human behavior and open-source AGI
Tech Fund @techfund1
5K Followers 859 Following Early $NVDA $ASML $AMZN $META etc investor, among many others. Long-term tech investor. Helped oversee $20bn for 15 years, now retired.
Counterpoint @CounterPointTR
7K Followers 41 Following Global Technology Industry Research, Analysis & Strategic Consulting Firm
Naveen Rao @NaveenGRao
28K Followers 785 Following VP GenAI @Databricks. Former CEO/cofounder MosaicML & Nervana/IntelAI. Neuro + CS. I like to build stuff that will eventually learn how to build other stuff.
Databricks Mosaic Res.. @DbrxMosaicAI
30K Followers 115 Following We remove the barriers to state-of-the-art generative AI model development and make data + AI available to all.
QF Research @ResearchQf
9K Followers 599 Following PM at large institutions over 20Y. Investments decisions are your responsibility. Analyze distributionally but non-deterministically.
Soumith Chintala @soumithchintala
186K Followers 877 Following Cofounded and lead @PyTorch at Meta. Also dabble in robotics at NYU. AI is delicious when it is accessible and open-source.
Fabricated Knowledge @_fabknowledge_
16K Followers 465 Following Simplifying the world of semiconductor investing in the age of AI. Join over 39,000 free readers. It's secular (but cyclical) stupid Read more V
Ian Goodfellow @goodfellow_ian
298K Followers 1K Following Research Scientist at DeepMind. Opinions my own. Inventor of GANs. Lead author of https://t.co/M6vl8pEifa
Dylan Patel @dylan522p
39K Followers 683 Following SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop
$TSLA Zach Kirkhorn not having to ‘balance’ the books
A Tesla manager who was let go today described Elon Musk to me as a "pigeon CEO". "He comes in, shit all over us, and goes."
If a public agency won't hand over a record, citing some exemption from public records law, consider whether another public agency might also have that record. If so, try them. The other agency may not interpret records laws as conservatively and might not be as secretive.
@EnerTuition @intel Financial analysts weren’t included and they can not be subject to NDA material anyway.
@EnerTuition oh cool, thank you for sharing!
No doubt, Intel making product group more accountable to its PNL will help make the teams more efficient and more economical. Again, they should have done this exercise years ago.
@EnerTuition You do what Elon did with "1 million robotaxis by the end of 2020". You print the shares, you sell them to investors and never even mention robotaxis again. IIRC he later even said that Tesla was low on money that year lmao.
@EnerTuition The Hertz mistake was literally betting on Tesla. You don't bet on Tesla, you say that you are betting on Tesla, then you print more shares and sell them to capitalize on that stock pump.
$AVGO $NVDA “Ethernet advances will end Nvidia's InfiniBand lead in Al networks: Gartner Desire to build brainboxes will also see optical interconnects go mainstream” @EnerTuition “If you believe Broadcom, Nvidia's InfiniBand will be effectively routed out of data centers in…
@BenBajarin @EnerTuition They already did tomshardware.com/news/tsmc-foun….
$TSLAQ: Dan Ives: It's a dark nightmare turd sandwhich of a quarter. Tesla is at a fork in the road that even FSD would miss & drive into a tree. Thank God they have a Robotaxi fleet, AI and a dude in a jumpsuit to pull them out of this shit storm. Price target of $1,000.
Tesla’s 46,561 unit inventory build in Q1 was strategic because the cars are “appreciating assets”
@EnerTuition Microsoft isn’t going to anyone for backend design on their Maia chips. OpenAI Could Be Going A Different Route tho.
The actual Easter messages of both presidential candidates. I don't celebrate Easter, but I know the difference between a normal message of peace and goodwill from a person of faith and a wild, vindictive, paranoid rant from what appears to be a mentally unhinged narcissist.
$TSLA is the DEI stock within the Magnificent 7. Fate loves irony. 😂
@EnerTuition @sama Definitely. That’s why you keep looking for evidence elsewhere. And that’s why I said evidence so far suggests we are still in the exponential improvement phrase.
I’m very sus of AI startups without demos, but… Today I met a co where the founder literally made me describe an app in text and 20mins later, the entire app, backend and frontend was made, and fully functional. Feels like the Industrial Revolution of software engineering.
Nice Article 🔥
@johnwayne12591 I have written about it here - it is in the free part of the article: enertuition.substack.com/p/broadcom-pri… I will be writing about how Microsoft benefits from InfiniBand some other time.
@EnerTuition The fundamentals are ridiculous: “Trump Media generated just $3.4 million of revenue through the first 9 months of last year, according to filings. The company lost $49 million over that span. And yet the market is valuing Trump Media at approximately $13 billion.” Same source.
Trends for United States
You might like
