$1,000 follows their calls into $930
- Win rate
- 45%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #39
- 6 ranked closes
- Longest streak 6
$1,000 follows their calls into $930
boymanrobshit@boymanrobshitHigher CDS spreads for the supply side neos. Follow the flow: - memory prices rising - causing chip prices to increase - Neo financing vehicles flipping forward deployments at minimal margin to get the upfront payment to buy more - 100% LTV financing driving aggressive
boymanrobshit@boymanrobshitPlay this one out. All the labs decided to try to build a chip because they felt empowered by success to try to reduce exposure to NVDA. but they are massively capacity constrained in a world where only market share matters. first or even second generation ships don’t
Zephyr@zephyr_z9It's pretty clear that Nvidia will compete head on with the frontier labs now Jensen is pissed because labs are developing their own ASICs and undercutting Nvidia
boymanrobshit@boymanrobshitPlay this one out. All the labs decided to try to build a chip because they felt empowered by success to try to reduce exposure to $NVDA. but they are massively capacity constrained in a world where only market share matters. first or even second generation chips don’t
Zephyr@zephyr_z9It's pretty clear that Nvidia will compete head on with the frontier labs now Jensen is pissed because labs are developing their own ASICs and undercutting Nvidia