Mr Ham

Long AI, Long Optics, Long Energy, Long Hyperscalers, Long China, Long Biotech.

Theyre replacing workers with gpu slave armies...

[Mr Ham @IntTradeNetwork]

@OutspokenGeek dominating, technological gap will only get wider with venice

[Mr Ham @IntTradeNetwork]

@jukan05 maybe, but i wudnt be suprised if this was memory related, remember google employees getting fired because they didnt secure enough hbm

[Mr Ham @IntTradeNetwork]

@PatrickMoorhead interesting they didnt raise guidance.

Wonder if theyre losing share within xpu, xpu losing share to gpu, lack of memory supply, or something else.

[Mr Ham @IntTradeNetwork]

@boymanrobshit before they miss, hyperscalers will not raise capex, thats when you bail, unless amd takes major share which wont be possible until amd ramps

[Mr Ham @IntTradeNetwork]

@BenBajarin yes that we know, bigger read through in what they have to say about networking. want to hear about switches, optics, and Nics for cpu racks.

[Mr Ham @IntTradeNetwork]

@vikramskr got fomo vik?

[Mr Ham @IntTradeNetwork]

@jukan05 this is great news for amd who will pick ip the soare capacity

[Mr Ham @IntTradeNetwork]

@lebas_janney if hormuz opens and rates fall, i think we still have the largest part of the ai credit frenzy ahead of us

[Mr Ham @IntTradeNetwork]

@ScroogeCap to play devils advocate, we just had a monster rate spike, if hormuz opens and oil tanks, credit market will flow. which directly helps ai trade

[Mr Ham @IntTradeNetwork]

@RihardJarc its probably 1, but its obvious at this point in the cycle you want to own companies that sell ai infrastructure. at some point youll want to own the buyers, when compute demand softens, but were not there yet

[Mr Ham @IntTradeNetwork]

@bubbleboi werent you short like 200$ ago?

[Mr Ham @IntTradeNetwork]

@dmtnm44865 @Alex_Intel_ lol theyre not, especially on single core preformance, that was a lie. arm is lower power, more cores. x86 owns high performance single core.

[Mr Ham @IntTradeNetwork]

@BenBajarin @jpatel41 he made a lot of claims about vera preformance vs "x86 cpu" tonight, wish there was some actualy data, or even a specific x86 chip lol

[Mr Ham @IntTradeNetwork]

@peptidecap @joannejang lol whats wrong with figure, im dying to go long figure

[Mr Ham @IntTradeNetwork]

@ShanghaiMacro yeah that us rates are going much lower

[Mr Ham @IntTradeNetwork]

@chipstrat happy to see someone covering adi, only the second tweet about it ive seen in a year lol

[Mr Ham @IntTradeNetwork]

@OpulentVocation lol the fed, its crazy how these people are so clueless. the top is when hyperscalers stop increasing capex.

[Mr Ham @IntTradeNetwork]

@BenBajarin kinda disagree with this. clearly more cores are needed. but its not obvious that higher core count lesser processing cpus are ideal. more of the topline x86 may be ideal, more tokens, more revenue.

your memory thesis holds either way.

[Mr Ham @IntTradeNetwork]

@R_and_Invest i think these numbers r too low but i wud take all of this with a grain of salt whether bearish or bullish. all of the banks missed this move from the beginning , and they wont correctly predict the end either