Chrysos
@Chrysos079
AI, thematics, tech , growth, cyclicals and anything else I find interesting. Former multi $bn LO analyst
Google going to Put the screws via cheaper compute to OAI - leaving out ads and keeping sub costs down as long as they want This is going to pressure OAI funding ability after this round and also NVDAs margins. OAI losses are a function of their out of control compute costs…
If you’re watching AI data center optics, $AAOI is a must watch. 800G is moving from qualification into real volume, and this is one of the cleanest show me execution setups in the space. AI is rebuilding the network in real time, east-west bandwidth keeps climbing, fiber…
Just in: Samsung has raised DRAM prices by 70% in Q1 and is now hiking NAND flash prices by 100% (According to reports from South Korea’s local press)
$NVDA is it time to buy? Gemini gaining share but Nvidia is still critical, maybe >50% share of Google’s Gemini compute? TPU hype likely overdone. ChatGPT due a product response. It’s tempting..
United States Tren
- 1. Nagy N/A
- 2. Harden N/A
- 3. Jill Biden N/A
- 4. Kid Rock N/A
- 5. Cavs N/A
- 6. Kraft N/A
- 7. USS Abraham Lincoln N/A
- 8. Lindsey Vonn N/A
- 9. Dart N/A
- 10. Voter ID N/A
- 11. Garland N/A
- 12. $PYPL N/A
- 13. Nadler N/A
- 14. Arabian Sea N/A
- 15. PayPal N/A
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- 19. #NicolásYCiliaHéroes N/A
- 20. RTTS N/A
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