“I'm very bullish on intel... by my math 14a has a real customer you can just do the math of like okay 20 billion how many like machines does that buy how many wafers could that translate to and what w”
Investors fumbled Intel's earnings by fading the stock 4% lower, ignoring the billions in customer prepayments that guarantee massive future growth.
“if you look at their cloud it's so cheap it's so cheap and it's still a very high quality cloud... alibaba is in a great position if you think the chinese ai market is going to grow like that that mon”
Alibaba dominates 38.1% of the Chinese AI cloud market and will capture the massive compute spending surge as domestic labs scale up their infrastructure.
“on a delta basis i'm negative spx right... negative like 15 exposure to the market... these institutional investors who bought them... their goal is to get their bonus like that's their goal right so ”
Money managers are dumping stocks to lock in 30% to 40% tech gains and secure their year-end bonuses, dragging down the broader S&P 500.
“kimmy is actually really good for nvidia because the big thing for nvidia was most of the time when you're doing inference the gpu is sitting there doing nothing... kimi makes the gpu more busy so it'”
Kimi's linear attention model keeps GPUs constantly busy during inference, justifying the massive 500k price tag for new high-end Nvidia server racks.
“For long local AI, it's Flash. And who specifically? All of them... I think there a time company your readers should look into called Faison Faison They make Flash controllers and they getting rid of ”
Phison crushes the memory bottleneck by swapping 7TB of expensive VRAM for an 8TB SSD, allowing cheap flash to replace extortionate DRAM in local AI.
“qualcomm's like data center accelerators what bandwidth they're quoting right okay they're quoting ridiculous bandwidths and many people just don't think they can hit it... I think there's a chance th”
Wall Street completely doubts Qualcomm's new data center accelerators, but the stock will explode if they actually deliver their promised 54x bandwidth jump.