@_fabknowledge_ And there you have it

Incredible that there's more information conveyed about this foray and this decision in an Information article than there ever was to....you know, owners of the business, over the last 2 years $SHOP

What's missing here is the lowly CPU. It's gonna cook people if we find out on-chip acceleration at the edge is a perfectly fine and power-efficient inference solution for a bunch of AI use cases. Not a definitive statement of course; too early to tell.

Narrative violations everywhere if you merely look at the data in lieu of ingesting sweeping statements on earnings calls, shareholder letters, and product releases $ABNB

Oh good we’ve largely worked down excess home improvement consumption. * checks methodology: Assumes normalized unit growth is…5.3% annualized. Assumes 29% cumulative inflation drives no elasticity impact.

@_fabknowledge_ Just pretending like everyone else

@_fabknowledge_ DTCOFTW

Maybe they didn’t have any gas left in the tank after a triumph like this. But goddamn what could have been.

The best in this business spout off an investment case that makes you salivate. Then they'll warn you they might be full of shit. The verbal output of thinking in probabilities. There are people on this platform who speak in certainties about ~everything. They are charlatans.

Don't be that guy today

@_fabknowledge_ Think N3 is already technically in HVM. “Sizable” revenue contribution in Q3. N3E slated for 2H23. And N2 is 2H25.

@_fabknowledge_ About right

This makes a lot of sense in retrospect

Jamie is that guy but not sure he’d want an endorsement from the dude that thought Vivek Ramaswamy would be a good POTUS based on nothing. Especially not an endorsement that appears to be the result of one’s brain taking an enema.

The Tom Greco era $AAP

Yes yes of course, the AI will build the fulfillment centers with magic GPU beans

Evergreen

🤔Watch what they do not what they say $RH

Intel has underperformed the SOX by nearly 30% and its compute peers by a multiple of that since being commonly deemed as the best cyclical recovery story in semis

Still true

@wrathofrasputin JH gets a lifetime pass. Dude is telling you CPU is dead and it’s mildly credible. That is a feat.

Jensen giving off these vibes while XYZ portfolio manager thinks to himself “this makes perfect sense”

Still true

I don't know who needs to hear this but that is not a bear case

Never forget