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Summary

Sector Semiconductor

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Twitter Update

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Ford Prefect

Replying to @WTCM

@WTCM3 Smoke on the water, fire in the sky

WTCM

Wells estimates licensing uplift from gen AI to be +200bps to EDA industry growth rate $SNPS $CDNS $NVDA

June 12, 2023, 2:48 p.m.

No Paywall

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Retweeted post by @nuancerocket

nuancerocket

server bom: general vs. ai.

June 10, 2023, 1:49 p.m.

No Paywall

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Retweeted post by @AnandTech

AnandTech

Big Leap for Hard Drive Capacities: 32 TB HAMR Drives Due Soon, 40TB on Horizon

June 9, 2023, 4:41 a.m.

No Paywall

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Consumer Reports reviewed BNPL apps

June 8, 2023, 7:43 p.m.

No Paywall

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Replying to @Gavin Baker

@GavinSBaker Amazing call!

Gavin Baker

Interesting that datacenter semis, which are super leveraged to this given high compute intensity, are trading at their biggest discount to industrial semis in the last 5 years with more derisked estimates. Positioning in semis also at 5 yr lows per GS.

June 5, 2023, 2:57 a.m.

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Replying to @Jerry Capital

@JerryCap '24 EPS upside

Jerry Capital

$PYPL has ~10x the employees vs. $ADYEN

May 31, 2023, 6:13 p.m.

No Paywall

Ford Prefect

Replying to @Bread Crumbs Research 🇺🇦

@breadcrumbsre $IMXI

Bread Crumbs Research 🇺🇦

What is the best way to play this trend?

May 31, 2023, 3:34 p.m.

No Paywall

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Retweeted post by @ESPN

ESPN

BOSTON COMES BACK FROM 0-3 TO FORCE A GAME 7‼️

May 28, 2023, 3:18 a.m.

No Paywall

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Retweeted post by @Stacy Rasgon

Stacy Rasgon

I too plan to double my AI revenues this year

May 27, 2023, 6 a.m.

No Paywall

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Retweeted post by @Soumith Chintala

Soumith Chintala

I'm fairly puzzled by $NVDA skyrocketing. GenAI inference and fine-tuning will significantly outweigh GenAI training in overall compute. When it comes to inference and fine-tuning, NVIDIA's advantage in software won't hold much significance. They will inevitably have to face…

May 26, 2023, 4:24 a.m.

No Paywall

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Retweeted post by @Anshu Sharma 🌶

Anshu Sharma 🌶

This is an in-depth explosive masterpiece on C3. I even know the v1 stories, and they all map out. Great work by @BrodyFord_

May 26, 2023, 3:07 a.m.

No Paywall

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Retweeted post by @Suhail

Suhail

I once emailed Jensen cold last year and he got a driver bug fixed in 12 hours. 30 years after its founding, this guy still acts like a hardcore founder. Jensen is the best tech CEO in the game rn.

May 25, 2023, 10:19 p.m.

No Paywall

Ford Prefect

Replying to @Random Muppet

@MuppetTrading At -40, they are both the same

Random Muppet

Celsius Names Fahrenheit as Winning Chapter 11 Bidder -- WSJ Ok so what are the implications for metric vs imperial system?

May 25, 2023, 10:09 p.m.

No Paywall

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Retweeted post by @nuancerocket

nuancerocket

semis winter canceled. $tsm h/t nl @ psc

May 25, 2023, 9:01 p.m.

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Replying to @Gavin Baker

@GavinSBaker Yes thought 3Q16 for NVDA was pretty bad ass but this one beats that too

Gavin Baker

Comparable quarters: Google's first quarter post IPO, which was ahead of consensus for every single quarterly estimate in BBG going out several years. The Tesla and Facebook quarters in 2013. But I've never seen such a large beat at this scale.

May 24, 2023, 9:47 p.m.

No Paywall

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Papa Vincent was a roll-up stone

May 24, 2023, 3:19 p.m.

No Paywall

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Retweeted post by @Guido Appenzeller

Guido Appenzeller

1/5 For companies doing Generative AI, finding enough GPUs is a difficult and expensive. We’ve seen companies spend 80%+ of total capital raised on compute resources. To help them @casado, @BornsteinMatt and I wrote a post how to navigate the cost of AI.

May 18, 2023, 5:38 p.m.

No Paywall

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Replying to @Random Muppet

@MuppetTrading It’s unownable on the CFO alone

Random Muppet

What percentage of $ADBE Photoshop licenses are used by junior guys doing mundane tasks like changing backgrounds, removing unneeded stuff from images, stuff like that? 50%? More? All of that is pretty much redundant now.. $ADBE is pretty much unownable.

May 12, 2023, 7:13 p.m.

No Paywall

Ford Prefect

Replying to @WTCM

@WTCM3 Surely mean reverting ?

WTCM

$XHB share gains

May 10, 2023, 9:02 p.m.

No Paywall

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$AMD narrative violation

May 10, 2023, 7:20 p.m.

No Paywall

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Retweeted post by @₿ΞΞnThereDoneThat Capital 賢い

₿ΞΞnThereDoneThat Capital 賢い

I have been following $AAPL as a professional investment analyst for a long time. Here are my personal anecdotes on how clueless we all were, before it happened, about the rise of smartphones and of $AAPL as a software business. 1/8

May 9, 2023, 3:36 p.m.

No Paywall

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Replying to @Random Muppet

@MuppetTrading You mean for Fabricated Net?

Random Muppet

You couldn't tell it by conf call mentions of "AI" but imho $FN has larger exposure to the theme than $ANET does..

May 9, 2023, 2:17 p.m.

No Paywall

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Retweeted post by @Forward Cap

Forward Cap

Toyota falsifying two of the worst tests possible: safety and emissions Ironic how it gets swept under the rug

May 9, 2023, 1:04 a.m.

No Paywall

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The OG 🐐ex-semis sell sider

Dan Niles

Adding $INTC to our Top 5 Picks for 2023 replacing $MUFG which we removed earlier. Microprocessors are an underappreciated enabler of AI. $INTC valuation along w/ rev growth & margins should expand. Their commitment to EUV 2 yrs ago is yielding better technology & share trends.

April 28, 2023, 4:24 p.m.

No Paywall

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Can't trust techies wearing pocket squares lol

Dylan Patel

Alphawave Semi to be suspended from May 2nd up to potentially May 12th because they’ll be late in filing audited financials. Why is KPMG late in auditing the company for the 2nd year in a row now? Not a good look at all... AWE.LN Via @justbrosef @EGutlederer

April 28, 2023, 4:20 p.m.

No Paywall

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