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9:49SHORT
“But recently, the biggest cost center for AI labs flipped from researcher time, more or less, to compute capacity. And this creates a much larger economic…”
@TBPN
NVIDIA's CUDA moat erodes as labs gain economic incentive to switch chips; margins compress
NVDASHORT@ $198.06
$199.38-0.67%
since call Apr 16
peak +4.1%
“And so today the AI chip market is starting to look much less monopolistic. AI coding agents can make it easier to write software that works on non-CUDA chip…”
@TBPN
CUDA's software moat is cracking as porting tools mature; the named challenger AMD wins share as labs diversify off NVIDIA.
AMDLONG@ $269.27
$482.42+79.16%
since call Apr 16
peak +106.4%
12:35LONG
“As AI chips slide from monopoly to a car market, TSMC owns the packaging chokepoint every designer must use.”
@TBPN
As AI chips slide from monopoly to a car market, TSMC owns the packaging chokepoint every designer must use.
TSMLONG@ $367.63
$395.13+7.48%
since call Apr 16
peak +17.6%
122:59LONG
“unmanned underwater vehicles, uh, the gap isn't that big. You know, it's a gap that can be easily closed. … it's a place where, you know, we have a chance to…”
@TBPN
US races to close the China UUV gap and surging Navy undersea-drone procurement flows to the dominant UUV maker.
HIILONG@ $395.57
$324.70-17.92%
since call Apr 16
148:33LONG
“It used to be the case that if you were a fintech company and you wanted to expand internationally, you had to get licensed on a jurisdiction-by-jurisdiction…”
@TBPN
Stablecoins become the rails for global USD fintech, expanding USDC circulation and Circle's revenue base.
CRCLLONG@ $105.34
$63.33-39.88%
since call Apr 16
TIMESTAMPS
9:49
11:39
12:35
122:59
148:33