Homosapien @mathvirology
Mammals Virus Microbe Neuronal Classification Undecided Joined September 2016-
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Jensen opens Berlin keynote with the familiar line: Nvidia is an AI factory company, not just GPUs. My take: Still underappreciated by investors. Software + libraries + hardware form a full stack that raises switching costs and supports recurring upgrade cycles. Long-term positive for revenue growth. $NVDA.
$INTC and @elonmusk perfect together Dominate the fab industry hands down!! @jimcramer
I spent two days touring Intel’s most advanced fab and talking to its technical leadership to understand what the chips of the future will look like. A lot of what's coming next – gate-all-around transistors, backside power, CFET, hybrid bonding – is hard to follow without
We're gonna win so much!!! We have to keep winning. We have to win more! $INTC advanced packaging momentum is building. Google + Qualcomm → EMIB-T AWS + Microsoft → EMIB-M Advanced packaging is an underrated part of Intel story!!!
Which $INTC foundry are these wins meant for?? 18AP presumed. Very impressive nonetheless $INTC is E2E design, fab of diverse chips Their financial troubles are over!! Didn’t @elonmusk sign up for 14A foundry?
Per Keybanc, $INTC Intel Foundry has secured wins from: 1. $AVGO Broadcom (Networking Switches) 2. $GOOGL Server CPUs 3. $AAPL Apple A-Series and M-Series chips 4. $AMD (!!!) Client Tiles 5. $MSFT Server CPUs 6. $NVDA Nvidia Rubin Gaming With $AMZN AWS, Anthropic, and $TSLA /
Per Keybanc, $INTC Intel Foundry has secured wins from: 1. $AVGO Broadcom (Networking Switches) 2. $GOOGL Server CPUs 3. $AAPL Apple A-Series and M-Series chips 4. $AMD (!!!) Client Tiles 5. $MSFT Server CPUs 6. $NVDA Nvidia Rubin Gaming With $AMZN AWS, Anthropic, and $TSLA / $SPCX Terafab in evaluation stages.
Intel Foundry wins now include: AVGO Networking switch, Google Server CPU, Apple A/M, AMD (client tile), MSFT Server CPU, Nvidia Rubin Gaming. Anthropic, AWS and Tesla continue to evaluate. We now know Google is the packaging customer that Dave said had converted to a wafer
$INTC got lucky by raising $20B. Very timely cash infusion. Plus raising chip prices by10%. $INTC cash position is very competitive @LipBuTan1 great job!! @LipBuTan1 we need status update on Fabs 18AP amd 14A. Will $AAPl and $nvda make the announcement?? When??
Nancy Pelosi’s bought $INTC TWICE: • $1M–$5M in calls when shares were ~$114 • $750K–$1.5M in shares & calls near $92 Intel’s CEO also bought $10M at $95. $INTC now trades at just ~$91 a share… Are you thinking what I’m thinking?
If @elonmusk ran this $INTC then ask what is it worth!!! $INTC has every aspect of chip business under one roof.
Where do you see $INTC by year end? 1. $90 2. $140
@elonmusk Elon: you should take over $INTC and all its fabs and run it with Terafab
Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology. Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab’s aim to produce 1 TW/year of compute to power future advances in AI and robotics. It was fun hosting @elonmusk at Intel this past weekend!
@LipBuTan1 @UCBerkeley There is news @LipBuTan1 Intel entering memory businesses Is that true? Where can find details? $intc @LipBuTan1 you have been great for this company
Yes but …edge cloud is key!! Steve Jobs will want this Apple $AAPL and Perplexity must join forces to promote “Private Personalized AI” iPhone IOS is prime candidate … it is designed with privacy Leverage AI stack of Perplexity @iphone_apps @macbook @Android @perplexity_ai
Whatever product you build; intelligence needs to be a property of the system at its core, not sprinkled as parts. Only way to stay relevant and useful as AGI arrives. Browser satisfies this property. Hence why it’s on the critical path to feeling the AGI.
Arav we need you ..this is SERIOUS Steve Jobs will want this @MadMoneyOnCNBC Apple $AAPL and Perplexity must join forces to promote “Private Personalized AI” iPhone IOS is prime candidate for this because it is designed with privacy in mind It can leverage AI stack of Perplexity
Logo for Private AI needed. Apple $AAPL and Perplexity must join forces to promote “Private Personalized AI” iPhone IOS is prime candidate for this because it is designed with privacy in mind It can leverage AI stack of Perplexity
Which one is better? Release logo yet to be fully finalized. Let us know!
@tim_cook this is SERIOUS Steve Jobs will want this @MadMoneyOnCNBC Apple $AAPL and Perplexity must join forces to promote “Private Personalized AI” iPhone IOS is prime candidate for this because it is designed with privacy in mind It can leverage AI stack of Perplexity
@GoogleAI What’s the consumer version of the service offered at $250/mo How can anyone access the same!!
@Google What is the monthly fee of $250 for? There are so many different Google Ai services!! Which ones am I paying for??
$TSLA and $AAPL together to make Vision_pro on wheels a reality @elonmusk @tim_cook @ScottWapnerCNBC @jimcramer #EV
$aapl iPhone 16 is getting “Vision Pro” like brand new camera module and and just of new technologies. iPhone 15 was incremental to iPhone 14. Not iPhone 16. Details are leaking fast No wonder iPhone 15 is not in demand. @carlquintanilla @HalftimeReport @Apple Buy stock!!
$aapl iPhone 16 is getting “Vision Pro” like brand new camera module and and just of new technologies. iPhone 15 was incremental to iPhone 14. Not iPhone 16. Details are leaking fast No wonder iPhone 15 is not in demand. @carlquintanilla @HalftimeReport @Apple Buy stock!!
Question $XON AND OTHER OIL COMPANIES ARE LINING UP TO TAKEOVER EV CHARGING STARTUPS AS World wide GOVT-supplied ELECTRICITY BECOMES A LOW COST COMMODITY? IS IT A GAMECHANGER? $CHPT is an example @CNBCFastMoney @markets @Tesla @BMW @Ford #ESGS2023 #GreenHydrogen @MinOfPower @US
The Hon'ble Minister of Power and New & Renewable Energy, Shri R.K. Singh launched the EV-Ready India Dashboard, a one-stop digital platform for near real-time #EV adoption and market growth trends in India. @OfficeOfRKSingh @OMIFoundation
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Lip-Bu Tan @LipBuTan1
40K Followers 38 Following CEO of Intel Corporation, Chairman of Walden International, Founding Managing Partner of Walden Catalyst Ventures
OpenAI @OpenAI
5.5M Followers 4 Following OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6LgzPA
Anthropic @AnthropicAI
1.8M Followers 2 Following We're an AI safety and research company that builds reliable, interpretable, and steerable AI systems. Talk to our AI assistant @claudeai on https://t.co/FhDI3KQh0n.
NASA's Johnson Space ... @NASAJohnson
2.3M Followers 169 Following Lead center for the @Space_Station and Orion spacecraft. Home to Mission Control and the nation's astronaut corps. 🚀 https://t.co/7u1SQekfru
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110K Followers 571 Following Google Developer Groups (#GDG) are local meetups for developers interested in Google's developer technologies. Connect on LinkedIn: https://t.co/txI0fhnzyD
Google.org @Googleorg
101K Followers 417 Following We bring the best of Google––funding, innovation, and expertise––to help solve some of humanity’s biggest challenges and provide opportunity for everyone.
Google Ads @GoogleAds
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Lyell Jones MD @LyellJ
22K Followers 54 Following Professor of Neurology @MayoClinic. Dean, Mayo Clinic School of Graduate Medical Education. Editor-in-chief @ContinuumAAN. President-elect @AANMember
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Giuseppe Citerio @Dr_Cit
8K Followers 333 Following Professor of Anestesia and Intensive Care at @unimib - past Editor-in-Chief Intensive Care Medicine @yourICM. (Neuro)Intensive Care. w/rt my own
S Muehlschlegel MD MP... @SMuehlschMD
2K Followers 670 Following Professor, Neurocritical care, Shared Decision Making and prognostication researcher, women in medicine advocate, mom, work-life juggler, runner 🏃♀️
Neurology Journal @GreenJournal
100K Followers 1K Following Neurology is the most widely read and highly cited peer-reviewed neurology journal. It is the medical journal for the American Academy of Neurology.
Lea Alhilali, MD @teachplaygrub
95K Followers 173 Following Neuroradiologist @HRInstitute_AZ. @BarrowNeuro. Striving to make learning neuroimaging and anatomy fun. If I can make you laugh, I can make you learn.
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65K Followers 509 Following Author of the Internet Book of Critical Care (100% free, link below) 🖋️ Board certified in critical care, pulmonology, and neurocritical care 🤓 No COI💰
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Apple Hub @theapplehub
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Basic Apple Guy @BasicAppleGuy
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302K Followers 430 Following Making videos about new tech. Making products about nostalgia. @CoplandSupply for the latter.
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