Josh White

[Josh White @FR0DI3]

@pepemoonboy What is everyone’s weird fixation of constantly comparing the two? It’s getting old.

[Josh White @FR0DI3]

@BourbonCap It’s in the SaaS bucket this has been going on

[Josh White @FR0DI3]

@MMatters22596 Now was already below 90 a couple days ago?

[Josh White @FR0DI3]

@Errecck Just found your account yesterday. You are killing it thanks bro

[Josh White @FR0DI3]

@aNichiporchik So now a 6 man is running two tramplers and stream snipping peanuts 3 man crew. Is this still acceptable? Absolutely ridiculous

[Josh White @FR0DI3]

@aNichiporchik Peanut and his crew were getting stream sniped all night. Please don’t let this end up like arc raiders. Get that ban hammer swinging 🙏🏼

[Josh White @FR0DI3]

@aNichiporchik Definitely true, but this just makes the experience less organic and enjoyable for all. Plus they bring in juiced load outs just to overpower peanut. When multiple groups are doing this peanut won’t be able to counter with items of his own since he will run out overtime.

[Josh White @FR0DI3]

@YodaStockInvest @Jonsdahl12 Do you see any AMD news? I’m looking but don’t see anything

[Josh White @FR0DI3]

@Ze1ooooo My hood limit is 35k without requesting any increases

[Josh White @FR0DI3]

@Han_Akamatsu @Han_Akamatsu L take

[Josh White @FR0DI3]

@treasury_bill @Dr_Crossroads Your entire feed is X names

[Josh White @FR0DI3]

@jrouldz Haha the make everyone happy list. I’ll take it though 🤣

[Josh White @FR0DI3]

@CarsonTalkMoney We will get a sneak peak on Tuesday :)

[Josh White @FR0DI3]

@CarsonTalkMoney Growth. Su also secured a lot of CPU supply from TSM through 2028. I think we are extremely well positioned to not only take market share in GPUs but also CPUs.

[Josh White @FR0DI3]

@CarsonTalkMoney Wolfe sees 25-30 eps by 2028. The original number Su gave was before the CPU bottleneck. We’re at the very start of the ramp for agentic so just wait until we get pricing power like memory names. CPUs are much harder to design as apposed to memory and with that more sustainable

[Josh White @FR0DI3]

@SadDad93 @2kaykim They vest based off GW shipment milestones. Either meta will keep the shares on their balance sheet (more likely) or they will sell. Looking back I’m not a huge fan of this agreement. I think at the time Lisa wasn’t expecting the CPU shift to be as aggressive