Chamath Palihapitiya — sniff.trade

Chamath Palihapitiya

7 episodes · 13 trades · 1 speakers

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TRACKED TRADES

@chamath

4w

California’s Property Seizure Act - called “The Billionaire Tax” to fool voters is now …

IDEAS · 1

CMFCMFSHORTCalifornia's wealth tax triggers a budget death spiral and near-bankruptcy, destroying the creditworthiness of California muni bonds.$57.32+2.36%›

@chamath

4w

I am pretty convinced that there will be a path for distributed AI inference and this w…

IDEAS · 2

RENRENDERLONGDistributed home inference becomes real economy, and Render is the live GPU marketplace that pays node operators today$1.37-11.77%›TAOTAOLONGDistributed AI inference going mainstream validates Bittensor's permissionless model where anyone runs a node and earns TAO for compute contributed$193.56-5.99%›

@chamath

1mo

Deep Dive: Curing Age At the Cellular Level

IDEAS · 1

NTLNTLALONGChamath's longevity deep-dive validates cellular reprogramming; NTLA is the only public platform delivering it with Phase 3 data and a BLA filing in motion.$10.83-34.51%›

@chamath

1mo

This is a hell of a chart from @Nomura https://t.co/RDNyrRAVsT

IDEAS · 1

AMZAMZNLONGHyperscaler FCF trough is capex-driven not a business collapse; Amazon's AI buildout mirrors its own AWS cycle which created a durable cloud moat$265.29+12.08%›

@chamath

1mo

Liquidity Summit 2026 · Chamath's Notes & Insight

IDEAS · 6

COPCOPPERLONGCopper is structurally short as AI datacenter buildout creates demand that dwarfs existing projections.$6.42+1.53%›BEBELONGPermitted, contracted power is the scarcest AI input, and on-site fuel cell providers win as grid opposition grows.$203.57-38.74%›NVDNVDALONGSilicon is the only AI layer that can't be distilled or commoditized, making GPU chip leaders durable long-term winners.$201.77+1.37%›MUMULONGDRAM demand is projected to 5x in 5 years with no TSMC-equivalent supply concentration, giving memory makers sustained pricing power.$820.98-22.33%›

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@chamath

1mo

The new status is no symbol. https://t.co/xMKFphwCeb

IDEAS · 1

LVMLVMUYSHORTLVMH's 16 straight quarters of decelerating growth signals the logo-luxury era is ending, pressuring shares lower$107.57+8.92%›

@chamath

1mo

Remember that 40% of protested data centers stop. This has been the trend for the past …

IDEAS · 1

EQIEQIXLONGProtest-driven supply destruction makes Equinix's existing colocation network a structural pricing winner$1,039.80-0.36%›