of 561 ranked
$1,000 follows their calls into $1,037
Shruti@heyshrutimishraDeepSeek is building its own AI chip. Reuters reports they are designing an inference chip to cut its dependence on Nvidia and Huawei. It's already in talks with chip-design, foundry, and memory partners, and it has spent months hiring chip engineers without posting a single
Shruti@heyshrutimishraNvidia is still undervalued.. Here is why 👇 Instead of just a billion people using computers, we're going to have 100 billion agents and billions of robots all using computers. Jensen said that the semiconductor industry needs to be 10x larger than it is today. Not 10%
2:19Shruti@heyshrutimishraPalantir's CEO went on CNBC and said enterprises are paying for "tokens that create no value." His company just reported 85% revenue growth. $1.63 billion in a single quarter. U.S. commercial revenue up 133%. Alex Karp has been building this for over 20 years. In the early
0:39Shruti@heyshrutimishraThe numbers below are real but what they measure has quietly changed and that's the part worth understanding... Start with why China is at zero? Washington has spent four years tightening export controls on advanced AI chips, and Beijing responded by pushing its tech giants
The Kobeissi Letter@KobeissiLetterAbsolutely insane. Nvidia, $NVDA, just guided $108 BILLION in revenue for Q3 alone. And, this guidance assumes ZERO data center compute revenue from China. This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6
