Ben Bajarin — sniff.trade

Ben Bajarin

8 episodes · 12 trades · 1 speakers

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TRACKED TRADES

@BenBajarin

4w

We have been testing this model with our knowledge agent and have not been impressed wi…

IDEAS · 1

XYZXYZ100LONGGLM-5.2 hype is overblown on knowledge work; incumbent AI premium holds and QQQ overhang lifts$27,990.69-5.34%›

@BenBajarin

4w

I'm not helping the memory segment sentiment with this chart, I know. BUT, this is how…

IDEAS · 2

MUMULONGMicron's operating income is going parabolic in the AI/HBM super cycle, with capacity additions fueling earnings through 2026$810.53-28.29%›SKHSKHXLONGSK Hynix, the HBM market share leader, is at estimated peak operating income during the AI/HBM super cycle with the supply window open through 2026—IDEA›

@BenBajarin

4w

I don’t know who needs to hear this but Micron is not the main memory supplier to Apple.

IDEAS · 1

SMSSMSNLONGSamsung, not Micron, supplies 60-70% of Apple's iPhone memory, and the market is mispricing who wins the Apple LPDDR contract—IDEA›

@BenBajarin

1mo

Qualcomm's Second Platform Moment - by Ben Bajarin

IDEAS · 1

QCOQCOMLONGQualcomm's hyperscaler custom Arm CPU wins signal a data center platform moment that could 2x revenue by FY29.$148.87-22.56%›

@BenBajarin

1mo

Post $QCOM investor day, came away thinking their use of their Arm arch license could b…

IDEAS · 2

QCOQCOMLONGQCOM's Arm arch license is a moat for winning hyperscaler custom CPU silicon, adding meaningful upside to its datacenter revenue forecast$148.87-21.84%›INTINTCLONGIntel foundry wins the wafer business if Qualcomm's custom hyperscaler CPU growth vector materializes, as INTC is increasingly positioned as the CPU foundry of choice$88.01-30.19%›

@BenBajarin

1mo

The State of the AI Economy — Exponential View

IDEAS · 2

NVDNVDALONGGenAI hits $175B annualized run rate, growing 3x faster than internet — GPU demand validates Nvidia's dominance$199.01+5.08%›NBINBISLONGGenAI demand at $175B run rate, growing 3x faster than prior waves — Nebius GPU capacity already booked out through Q3 2026$187.47-20.35%›

@BenBajarin

1mo

Qualcomm's Second Platform Moment - by Ben Bajarin

IDEAS · 1

QCOQCOMLONGQualcomm's data center pivot re-rates the stock from mobile-chip to AI compute platform, with revenue potentially doubling by FY2030.$148.87-20.42%›

@BenBajarin

1mo

GPU Tsunami Beneficiaries: Power Semis and Analog

IDEAS · 2

MPWMPWRLONGAI rack density surge drives content-per-rack expansion for power semis, making MPWR a compounding beneficiary of each GPU generation$1,424.20-0.56%›TXNTXNLONGAnalog control chips are the most under-discussed AI infrastructure layer; TXN's data center revenue near-doubled YoY as every AI rack watt requires analog management$273.89-10.67%›