@mispriced.assets: The memory war #ai

A :

So AMD over nvidia could be better

Glamburglar :

Thoughts on SMH

Andrew Drellishak :

Nvda is Apple 2014. Nvda is just a chip company is as much as Apple is a handset company

CitronCalle :

what is capax

Yurdgod :

Dropping game for free.. don’t be naive people

The Bid Room :

Do you have your returns published somewhere? Hard to trust ppl without verified stats

Parker Nelsen :

Just buy DRAM

MUFC.1878 :

This is the best article I’ve read this year.

ارسلان :

Did u sell CRDO

Jeremy S :

What about cuda?

Karlthekiing :

One problem, OpenAi ‘Jalapeno’ project is reportedly locked up with HBM4 supply locked to Samsung. Signed in March 26’. For the customer ASIC’s, it’s a very interesting pitch but they’d still have to win over customers. We’ll see. Interesting take.

veronica :

this was probably the most intriguing, well researched ai related thesis ive ever read, brilliant read

Charlie Keeney :

AMKR?

bwolfeguk2r :

Please list tickers

Milestonez10 :

Holy shit brother. I like this… makes a lot of sense

cole :

These videos are great

NoSteinNoGate :

Why defect when you can have high margins for at least 2 years?

cameronkerr1234 :

The chip/gpu isn’t the edge, it’s the sftware stack sitting on top. Nvidia are miles ahead

. :

Gerard :

Thanks brother (Vampire Poet here)

<3 :

Thanks

Alex M :

I mean the play was ASML when it was at 700 last year

Shalex :

Don’t like this take , it’s the same basket as before you can just buy these at a 20-30% discount from all time highs

papak :

Way to late on the memory trade. Momentum has move to DELL HPE PENG. Evaluate the whole chain not just memory.

Reid :

I need STM to start cooking