diffranklin's profile picture. Startup Founder, Software Engineer, Tesla & SpaceX Investor
AMD Yes.

Franklin F

@diffranklin

Startup Founder, Software Engineer, Tesla & SpaceX Investor AMD Yes.

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Nvidia CEO Jensen Huang was just asked if we're in an AI bubble. This was his full, 3-minute response:


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$INTC - WE ARE ALL IN ON 14A "I want to be very clear, we are all in on 14A" "We are feeling very good about 14A" "Our PDK maturity is much better" "We're getting earlier, more, and better feedback from external customers" Source: RBC Capital TIMT Conference

theaustinlyons's tweet image. $INTC - WE ARE ALL IN ON 14A
"I want to be very clear, we are all in on 14A"
"We are feeling very good about 14A"
"Our PDK maturity is much better"
"We're getting earlier, more, and better feedback from external customers"
Source: RBC Capital TIMT Conference

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Compression Progress: The Profoundly Elegant Principle Unifying Beauty, Curiosity, and Creativity One of the most amazing papers on AI with roots in the 1990s. François Chollet eloquently observed that the greatest scientific breakthroughs are acts of symbolic compression…

BrianRoemmele's tweet image. Compression Progress: The Profoundly Elegant Principle Unifying Beauty, Curiosity, and Creativity

One of the most amazing papers on AI with roots in the 1990s. 

François Chollet eloquently observed that the greatest scientific breakthroughs are acts of symbolic compression…

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BREAKING: $AAPL Apple has just posted a job opening that requires knowledge of EMIB, a process exclusive to $INTC Intel. The Apple x Intel foundry partnership might actually be coming to fruition, under our eyesights. 🚀 Job was posted Nov 11, 2025 and is the first EMIB…

imnotharsh's tweet image. BREAKING: $AAPL Apple has just posted a job opening that requires knowledge of EMIB, a process exclusive to $INTC Intel.  

The Apple x Intel foundry partnership might actually be coming to fruition, under our eyesights. 🚀

Job was posted Nov 11, 2025 and is the first EMIB…

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Softbank selling $NVDA stake to fund AI bets, and the cash will be used to buy more Nvidia chips. AI inference will boom over the next decade, early days.

saxena_puru's tweet image. Softbank selling $NVDA stake to fund AI bets, and the cash will be used to buy more Nvidia chips.

AI inference will boom over the next decade, early days.

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That's all I can think of


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"You know Fed will be buying AI hyperscaler bonds when they next do QE." - Michael Hartnett, BofA


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“Microsoft has developed toolkits to convert CUDA models to AMD’s ROCm so they can run on the MI300X. There has been a significant increase in inquiries regarding the MI400X and MI450X roadmap, and Microsoft is working closely with AMD to maximize performance.” 👀

Jukanlosreve's tweet image. “Microsoft has developed toolkits to convert CUDA models to AMD’s ROCm so they can run on the MI300X. There has been a significant increase in inquiries regarding the MI400X and MI450X roadmap, and Microsoft is working closely with AMD to maximize performance.”

👀
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SpaceX have spent another $2.6bn buying more EchoStar spectrum 🧐 This takes their spend now to over $20bn for their D2D service. Considering how small the market it (according to legacy players 😂😂) it's eye opening how much they are spending to try to compete with AST…

SpaceX, the Elon Musk-backed company that owns the Starlink satellite internet network, agreed to acquire EchoStar’s unpaired AWS-3 licenses for $2.6 billion in stock bloomberg.com/news/articles/…



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Fed's Waller: Stablecoins not a threat to monetary policy.


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SPACEX NEWS: Today, EchoStar Corp entered into an amended definitive agreement to sell its full unpaired AWS-3 spectrum license portfolio—nationwide licenses in 3GPP Band 70n (1695-1710 MHz uplink)—to SpaceX for approximately $2.6 billion in SpaceX stock valued as of September…

SERobinsonJr's tweet image. SPACEX NEWS: Today, EchoStar Corp entered into an amended definitive agreement to sell its full unpaired AWS-3 spectrum license portfolio—nationwide licenses in 3GPP Band 70n (1695-1710 MHz uplink)—to SpaceX for approximately $2.6 billion in SpaceX stock valued as of September…

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CHINA IS GOING TO WIN THE AI RACE - JENSEN HUANG $NVDA


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Saudi investment into Intel incoming… $intc

chilling_dc's tweet image. Saudi investment into Intel incoming…

$intc

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Enter password: Wrong. Wrong. Reset password. New password can't be your old password.


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as a triangle and stainless steel enjoyer this makes me happy

ArthurMacwaters's tweet image. as a triangle and stainless steel enjoyer this makes me happy

Cybertrucks get preferential parking, as they look much more futuristic than normal cars and are poetically aligned with the stainless steel of Starship



dang

Lip-Bu is Thanos, collecting all the stones of former Intel employees who went to TSMC Kevin Zhang is next. Then we have Jun He for packaging, then Ray Chuang for operations

Alex_Intel_'s tweet image. Lip-Bu is Thanos, collecting all the stones of former Intel employees who went to TSMC

Kevin Zhang is next. Then we have Jun He for packaging, then Ray Chuang for operations


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If you find yourself mindlessly saying that we're in a bubble, just read the $AMZN Q3 2025 earnings call transcript. Read it carefully...


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Vintage fun: Intel 386sx vs others..


wow

*INTEL IS SAID IN TALKS TO ACQUIRE AI CHIP STARTUP SAMBANOVA $INTC



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