Lonsdale

Lonsdale@Lonsdale171255

$LYNX Lyntris is behind lots of defense programs people are talking about. Even with Viasat $VSAT & Amazon $AMZN. Watch the videos under Team Lyntris and I bet you will feel that super strong urge to invest. https://t.co/Sqbfzofc9G

tweeted Thu, Aug 20 · counted from Fri, Aug 21 close

Lonsdale@Lonsdale171255

$CBRS Cerebras should be traded as a hedge against the HBM/GPU ecosystem and soon it will be.

tweeted Wed, Aug 19 · counted from Thu, Aug 20 close

Lonsdale@Lonsdale171255

$CBRS At some point $NVDA will be forced to make a hostile takeover bid for Cerebras for $200bil-300bil. If Jensen is smart, he should do it now.

tweeted Wed, Aug 19 · counted from Thu, Aug 20 close

Lonsdale@Lonsdale171255

$CBRS The real Cerebras bet: compute + memory + optical interconnect become one integrated system, making today’s GPU + HBM + switches + networking stack structurally inefficient. If that transition happens, the industry simply stops building the future around $NVDA architecture.

tweeted Fri, Aug 14 · counted from Mon, Aug 17 close

Lonsdale@Lonsdale171255

$CBRS Everybody needs to listen to the earnings call again especially the sentences from 14:55 onwards. Cerebras is the next trillion market cap company. NOT $MRVL.

tweeted Fri, Aug 14 · counted from Mon, Aug 17 close