Tech Fund @techfund1
Former PM at major fund. Long term tech investor. Join our newsletter with 13,000+ subscribers – https://t.co/wnqyNcDDq4 Joined February 2021-
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$INTC's downfall in the server CPU market & $AMD's rise. The biggest factor is that AMD backed the right horse - TSMC - while Intel struggled in manufacturing.
Jensen on why he made the massive investment in OpenAI (via @BG2Pod – $NVDA)
Be careful with analysts using Shiller PEs to value growth companies – the Shiller PE takes into account EPS of 10, 9, 8, etc. years ago! Imagine using $NVDA $META $MSFT $GOOGL etc. EPS of a decade ago to value these stocks – obviously this is fully retarded.
The full AI stack - how simple Pytorch code can be converted into B200 or MI355 bits:
Goldman buy thesis on $ASML: "We believe the pause in Lithography intensity is temporary, and as such see an increase in EUV exposed layers in the subsequent nodes post the 2nm process (given it is materially difficult to execute an architectural transition in tandem with…
Deutsche buy thesis on $CRWV: " Spending intentions being signaled by those in industry and the scale of some of the recent contract announcements make demand for AI infrastructure appear almost insatiable and at least for the near-to-medium-term, demand significantly…
Fab capacity by node and region (according to Yole):
Phase 3 cooling systems will change the entire design of the data center => vertical data centers become possible to optimize land use. This also enables data center skyscrapers in metropolitan areas. Microsoft data center architect via Tegus:
$SNPS oversold - Deutsche: "Starting with investor feedback, those who were awaiting an entry point have bought the dip, those that got burned are split with some throwing in the towel whilst others doubling down, but broadly the key message is Synopsys was likely oversold.…
More pain to come for Intel - Deutsche on $AMD: "Server CPUs: Market share growth remains extremely healthy, with the company highlighting its ~41% share in 3Q (as estimated by third-party sources), and expectation to equal or supersede its ~8% in share gains from the prior…
30% pricing uplift due to token monetization - $NOW - from Goldman: "On the narrative that AI could erode seat-based models, ServiceNow highlighted its hybrid pricing approach that blends both seat-based subscriptions with usage-based AI monetization. Management noted that…
While plenty investors have been screaming 'AI bubble' for the last two years now, we're only at the start of inference. In this post, we dive into the current token explosion in the cloud, including a dive on current developments in the AI stack: (link in bio)
$ARM to start competing with their customers - from Deutsche: "Custom chips coming? As expected, one of the primary points of discussion was the company’s expected incursion into their own development of semi-custom CPUs. ARM IR highlighted the substantial upside potential…
UBS buy thesis on $ASML "Following a year of underperformance with the stock down c20%, we see the declining lithography intensity thesis and overhang from the Chinese market as well understood by the market. Given ASML's long product lead times and high level of…
$V Visa has continued to see strong consumer spending in August & July, from Goldman conf:
Hock Tan's new contractual incentive is for Broadcom to exceed AI revenues of $120 billion in 2030 (vs $20 billion today) - from the Goldman conference:
Former $NVDA director on Micron's claims that their HBM is more power efficient (via Tegus):
Alexander Isaev @alexander_isaev
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techno warriors tv @TechnoWarriors_
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govro12 @govro12
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Govind K @t2govind
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Aelo @Aelo59
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Wayne Ma @waynema
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SemiAnalysis @SemiAnalysis_
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Alex Heath @alexeheath
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Wall St Engine @wallstengine
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Oguz O. | 𝕏 Capita... @thexcapitalist
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Antonio Linares @alc2022
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Orel @orel2589
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