EnerTuition

Skeptic honed in seeing through IB and management BS. Writing about AI, CPUs, GPUs, Solar, BEVs, Autonomous driving, etc. Tag me on anything related.

[EnerTuition @EnerTuition]

Beyond The Hype - the rare against-the-grain technology stock analysis service – is now exclusively on substack. Here is a preview of the type of content you can expect (much free content as you scroll down):
https://t.co/XkDiti1ccp

[EnerTuition @EnerTuition]

@bgurley @trengriffin Each generation is faster

[EnerTuition @EnerTuition]

@bgurley @trengriffin Scale effects

[EnerTuition @EnerTuition]

@theinformation So, you chose to write about a mob lawyer kind of character!
I guess such are times.

[EnerTuition @EnerTuition]

In the "have you no shame" department: MORGAN STANLEY SEES SPACEX'S REVENUE REACHING $3.4 TRILLION IN 2040

[EnerTuition @EnerTuition]

FWIW, recent talk about SpaceX merging with Tesla could be due to S&P indicating to Musk that they would not go with the change.

[EnerTuition @EnerTuition]

Love it! S&P500 not going to change rules for SpaceX. This trash is not going to be forced into many common man's 401k and other retirement plans.
https://t.co/QEdUIsFHws

[EnerTuition @EnerTuition]

How much does this increase the chance of this IPO crashing and burning?

Would be wonderful to see peak fraud taken to woodshed.

[EnerTuition @EnerTuition]

Love it! S&P500 not going to change rules for SpaceX. This trash is not going to be forced into many common man's 401k and other retirement plans.
https://t.co/QEdUIsFHws

[EnerTuition @EnerTuition]

Love it! S&P500 not going to change rules for SpaceX. This trash is not going to be forced into many common man's 401k and other retirement plans.
https://t.co/QEdUIsFHws

[EnerTuition @EnerTuition]

$AVGO
There has been much noise for a while about Broadcom's insurmountable SerDes leadership and why MediaTek cannot succeed. This was always a terrible take.
Also, it is also good to critically evaluate management exhaust. Hock has been delusional on the competitive threat.

[EnerTuition @EnerTuition]

$AVGO dump is not about the quarter numbers of the next quarter guide but about competitive concerns.
Beyond The Hype has been a very consistent voice on this subject and lightened up on AVGO in the model portfolio a while back.
The growth story is risk laden.

[EnerTuition @EnerTuition]

$AVGO dump is not about the quarter numbers of the next quarter guide but about competitive concerns.
Beyond The Hype has been a very consistent voice on this subject and lightened up on AVGO in the model portfolio a while back.
The growth story is risk laden.

[EnerTuition @EnerTuition]

One of my favorite things to say about Citron is:

Citron, where the research is the lemon

[Wall St Engine @wallstengine]

Citron Research founder Andrew Left was found guilty of securities fraud by a federal jury in Los Angeles.

The case centered on tweets about dozens of companies that prosecutors argued were used to move share prices and generate ~$20M in trading profits from 2018 to 2023.

Left testified in his own defense. The trial lasted three weeks, with the jury deliberating for two days.

[EnerTuition @EnerTuition]

$NVDA Jensen announces at GTC Taipei that Vera Rubin which was in full production at CES is in full production now. It took 5 months to send the design from Santa Clara to TSMC.
One has to wonder if it will be in full production at CES 2027.

[EnerTuition @EnerTuition]

$MU Sell side johnny-come-latelys have been aggressively jumping on to @MicronTech @Samsung @SKhynix bandwagon. Beyond The Hype has been ahead of the trend and thinks investors need to consider a few things. My take:
https://t.co/ibxlyLhtyB

[EnerTuition @EnerTuition]

@Nvidia has too much money to waste it seems. Going after a small niche with a delayed product.

[𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠 @IanCutress]

https://t.co/BiHmhWOXKe

It looks like NVIDIA is launching the N1X tomorrow. If you've been following my tweets, it seems like a really confusing product. It's late, the power is questionable, and how much is this thing going to cost? It's 2:30am, Jensen might prove me wrong at the keynote tomorrow, but I wanted to share my thoughts.

[EnerTuition @EnerTuition]

$NVDA We are quite far from Rubin production folks. This is like an alpha site announcement (not even beta). @Nvidia keeping its PR buzz going.

[Michael Dell 🇺🇸 @MichaelDell]

We have the first @DellTech + @nvidia Vera Rubin NVL72 @CoreWeave. Here we go! 🚀

[EnerTuition @EnerTuition]

@ShanuMathew93 @RichardMeyerDC @JigarShahDC I have suggested Jigar to take it easy on the point, but the man is on a mission. Smaller data centers will pervade because of inference and a lot of reasons but there are many factors that are pushing companies toward larger data centers. It is very far from black and white.

[EnerTuition @EnerTuition]

$NVDA $AMD A lot of influencers have been falling for @Nvidia Vera nonsense lately. I think the truth will be a lot closer to this @AMD take than the selective information Nvidia is putting out there. https://t.co/6YEel8PxCt

[EnerTuition @EnerTuition]

@CleoParadise88 @zephyr_z9 Don't shortchange him. The guy is a master of fraud with an unbeatable USP of attracting idiot money.

[EnerTuition @EnerTuition]

Bad news for MediaTek. Musk's projects rarely amount to anything. Most probably waste of design resources.

[Jeff Pu @sssjeffpu]

Abstract of MediaTek (2454 TT) - Note - New ASIC likely SpaceX 🚀

•Target Price raised to NT$5,520

•Massive ASIC revenue ramp projected:
$2.2bn (2026) → $18bn (2027) → $48bn (2028)

•Likely SpaceX Win for new datacenter ASIC. We expect MTK to be the design service provider for xAI’s datacenter ASIC based on Intel 14A + EMIB-T. Volume production late-2028, ramp in 2029 with robust volume.

•Zebrafish CoWoS upgraded:
Capacity raised to 180k (from 160k) in 2027. ASP hiked to $5.5k (from $4.5k) → implies $17.8bn datacenter ASIC revenue in 2027E (well above guidance & consensus)

•Strong TPU momentum:
Competitor’s PumaFish cancelled → MTK first mover to 2nm (Humufish). High confidence in successor chip (Helios Next) with strong EMIB yields (in out note, we highlighted EMIB has started trials for testing for major current AI chips.

#Mediatek #TPU #SpaceX #Intel

[EnerTuition @EnerTuition]

@mzuhair123 @phoronix Bad tweet!
Nvidia cherry picked benchmarks against an older genration EPYC.