Zephyr

Zephyr@zephyr_z9

LOL LCRX is going to sell sooo many etchers in the next 12 months

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

Zephyr@zephyr_z9

Well, NAURA is going to make sooo much money in the next 2 years YMTC & CXMT will generate over $200B in combined revenue at 80% GM in 2027 Where do u think all that money will go?? Returned to shareholders or used to fund CAPEX

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Zephyr@zephyr_z9

AMEC & NAURA are going to make sooo much money

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Zephyr@zephyr_z9

YES SIR

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

Zephyr@zephyr_z9

BANK OF MEMORY controls everything and decides the fate of every entity From 2022 to 2025, Nvidia was the center of the AI supply chain Now, Nvidia has lost its perf/$ and perf/W crown, and memory bois are eating all the CAPEX

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

Zephyr@zephyr_z9

GROQ 3 LPX in Full Production LFG!!!

tweeted Mon, Aug 24 · counted from Tue, Aug 25 close

Zephyr@zephyr_z9

"Amazon Trainium 4: AWS projected to consume 5m (2H27E) & 12m (2028E) OE units, primarily 6.4T specs. Trainium 4 will likely have 3 configurations, with two expected to adopt NPO." 👀👀👀

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

Zephyr@zephyr_z9

$1.5T in 2028 will require GPU ASPs to 3x and FLOPS/$ to go up rather than going down

tweeted Tue, Aug 11 · counted from Wed, Aug 12 close