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Packaging is where the new Moore’s law is. $INTC

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

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$NVDA next year’s constrained +70% revenue guide bears this out. What was the consensus again?

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

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A lot of sophisticated $APP takes on fintwit. I am on the dimwit side of this. It is super cheap vs. growth, founder led, and with a great track record. We shall see how the low-IQ approach works here, I guess.

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

https://x.com/i/status/2089242673186263149

tweeted Mon, Aug 17 · counted from Tue, Aug 18 close · view on X ↗

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An impressive 10x leap every year, because Blackwell was also a 10x gain vs Hopper? No hyperscaler or neocloud can afford not to buy. $NVDA

tweeted Mon, Aug 17 · counted from Tue, Aug 18 close

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Fittingly, Kioxia opens +13% in Japan $285A.T

tweeted Mon, Aug 17 · counted from Tue, Aug 18 close

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Of all the memory names, $KXIAY really stands out to me here as numero 1 by far.

tweeted Sat, Aug 15 · counted from Mon, Aug 17 close

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Not for sigar-butt value investors who will surely mock $SPCX idea.

tweeted Sat, Aug 15 · counted from Mon, Aug 17 close