Hardware is back and it's not temporary.
Multiple S-curves converging at once. If you're thinking about building something, now is the time to pull the trigger.
Thanks @octopart and @altium for having me on.
On this CTRL+Listen Podcast, @AMIRrorROY, VP of New Biz Dev at @imagineeringpcb, a family-owned PCB fabrication and assembly shop since 1985, covers why he believes we're entering a new hardware renaissance.
Watch the full interview: https://t.co/4pFzjeqEd7
#Podcast#Altium
Buddy of mine asked for resources to get up to speed on the last 6 months of AI, LLM development, +more.
Honestly, the best resource has been logging onto X every day over the last few years + podcasts from leading investors/people working at the labs or leading the hyperscalers + product releases & events from NVDA/Frontier Labs/etc.
I sent a ton of podcasts and sites which I'll link in here but figure I'd crowdsource some resources. Not meant to be exhaustive but more to flag for folks the outlets+people+podcasts to follow as a foundation. Imagine it'd be helpful for folks that don't live & breathe this daily or have access to sell-side.
@TMTLongShort@DratchCap@ContrarianCurse@PythiaR@justjoshinyou13@zephyr_z9@deredleritt3r
Met @ChrisCamillo a few days ago at the gym. One of the nicest guys Ive met and the first thing he wanted to chat about was the $SG trade and how bullish he was on it. He lives, breathes and eats (wraps) his trades. Mad respect for the guy.
You guys have been crushing Sweetgreen wrap launch channel checks. Keep it up.
My turn.
North Texas suburban channel check. Clerk sees lift in foot traffic since launch. Wraps are ~15% of orders. Repeat wrap orders confirmed. 50% of wraps are pickup.
Best new alpha: wrap ticket sizes are higher than salads/bowls because customers are adding chips/drinks more often.
That last part matters most.
Still way too soon to have conviction in this highly speculative trade. Wall Street looks to be trading $SG down today as transaction data isnโt yet showing meaningful improvement. Early channel checks suggest possible upside, but the jury is still very much out.
Restricting carbs, so went bowl today.