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“the chip export controls have failed … China's tech sector is too sophisticated to be stopped from building powerful AI.”
@TBPN
If chip controls can't stop China's AI, its frontier labs re-rate; Alibaba's Qwen is the listed proxy.
BABALONG@ $129.53
$124.51-3.87%
since call Apr 13
92:59LONG
“I have a limited power budget … I need to go make more efficient systems. So sometimes I'll swap out those racks”
@TBPN
AI silicon ages out fast and power caps force constant rack refresh, pulling forward fab demand at TSMC.
TSMLONG@ $362.52
$394.84+8.92%
since call Apr 13
peak +15.4%
115:44LONG
“GLP-1, by the longevity health community, is considered really the very first longevity drug. … we're seeing generation 2, generation 3, generation 4 GLP-1…”
@TBPN
GLP-1 reframed as a longevity drug widens the market far past obesity, and Lilly is the listed winner of that class.
LLYLONG@ $909.20
$1,132.01+24.51%
since call Apr 13
peak +31.9%
TIMESTAMPS
48:30
92:59
115:44