Vig

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@illyquid @zephyr_z9 No parking lots were harmed in the expansion

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@zephyr_z9 Rofl

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@bubbleboi May I ask
1. Would inferencing be slow with CXL based memory Vs HBM. Would real time coding still be possible

2. Isn't $MRVL 's CXL is better than alab

3. HBF has write endurance issue, you think it replaces HBM mainly due to cost ?.

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@insane_analyst Repeat after me - I will not average down a meme stock. I will not average down a meme stock.

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@insane_analyst Man, absolutely hilarious article, Thanks a lot for your deep research

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@Polymarket This has got to be a joke

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@BluthCapital I would argue this is the wrong example. This use case forces price sensitive consumers from going to camel camel camel & increases engagement and adoption.

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@aleabitoreddit 1. CPO might be too early for 2028 & there is no revenue pipeline (yields, adoption etc.)
2. Lite lasers are better than Sive

Sive can still double, but there are risks

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@naimao177 @aleabitoreddit Serenity is a pump and dumper. They do have some decent ideas though.

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@willauger_4 Thanks so why would you not wait and buy the spinoff for flex then ?

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@insane_analyst Lfg Vik also dropped a note saying how lite was beating sive at their own game lol

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@aleabitoreddit Stmicro ?

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@SemiAnalysis_ How does prefix caching fit here ?

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@sowingalpha Short it then

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@unfadv @insane_analyst Wdym sk hynix options ?

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@KawzInvests This is not a moat

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@jasonschips So now we are no longer worried that China can choke off the supply by restricting exports of AXTI ?.

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@aleabitoreddit Coherent and lite make their own inp Right what's the moat for axti ?

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@aleabitoreddit Knowing wsb, you went all in on sive didn't you ?.

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@jukan05 Any updates to this ?