Hemingway Capital @lfg_cap
Global Tech investooor with a software addiction. Joined October 2017-
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lol - contract pricing was hedging higher than that pre quakes, but sure, will take that narrative as well. "After PC and server DRAM pricing saw stronger-than-expected growth in April following the earthquake, TrendForce raised its DRAM pricing projection from 3-8% to 13-18%,…
"he wasn't scared of the shogun, but the shogun was scared of him. Maybe that was the problem"
Opening a ppt on my iPhone outlook app
How do you guys think about / what KPIs do you use for risk units when you put trades on and how that relates to the overall portfolio? $ of vol? Beta $ ? Vol contribution? TEV contribution? Taker of any pointers here / thoughts here as building investment process for a new…
Our analysis indicates ~20% QoQ general server shipment growth but ~30% QoQ AI server build declines of MSFT in Mar-Q. *We believe MSFT has been outsourcing part of its AI computing demand to other tier-2 CSP vendors.* 👀
Climbing that wall of worry is my fav earnings ritual.
Prepared Remarks @Rebrand_As_Y
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Getting ready to hit up every sales rep I know to see who has Knicks tickets for Tuesday
@lfg_cap Trendforce bailing itself out of its dumb forecast
I wouldn't expect large AI server upside relative to expectations in the next six months. The step function growth will be in 2025 with the Blackwell production ramp.
@lfg_cap Yep. Nice to see a sell side stick their neck out.
@when_to_fold_em @lfg_cap Ex-macro shocks, ai infra capex will likely keep growing for the next 4-5 years. Inference requires 50% of the compute training does, but firms with LLMs will constantly be updating (training) their LLMs just like software
I could watch playoff hockey handshake lines for hours. Love everything about the tradition.
Wasn’t the was I imagined baidu getting bid but I’ll take it
“Several tens of billions of yen”
Elliott Management is said to have built a stake worth “several tens of billions of yen” in Sumitomo Corp., one of Warren Buffett’s favorite Japanese trading houses. trib.al/YCm0LO6
@lfg_cap Have to have everything pdf’d when sent to me
@lfg_cap This will go underappreciated but it’s a banger
@lfg_cap Specific for mid-long term oriented long onlys. Like why wouldnt you own msft in 21-22-23-24? Usually they are structurally short tech, short growth, short large cap… or they wanna be funky and want a homerun. They end up with twilio and okta or something for their tech exposure