Jesse Lee

Angel||VC
Equities
East Dune Holdings

[Jesse Lee @J_Lee126]

le Midi

[Jesse Lee @J_Lee126]

@Banana3Stocks @JonahLupton Buck great. Super technical and can still be charismatic enough imo.

More I read and listen idk if NVDA will never be the same tho. Sure the profits are locked in, but pushing frontier and beyond like 2028 it feels like it will just be meh

[Jesse Lee @J_Lee126]

@smartertrader Would be the most epic thing in biz history?

[Jesse Lee @J_Lee126]

@silicondata No of course! I Just have ptsd from all of the FUD😆

[Jesse Lee @J_Lee126]

@Jason She also said she doesn't hate data centers right after that!!

[Jesse Lee @J_Lee126]

@damnang2 Interested to see how their hybrid bonding set backs will play out. Is that still something you're focusing on? Clearly HBM is not your grandmas memory lol!!!🤗

[Jesse Lee @J_Lee126]

@BenBajarin Can you release it rn?😂 Have to make sure legacy picks it up like Bloomberg and FT. Also we need a semis/AI against FUD coalition or something loll

[Jesse Lee @J_Lee126]

@smarter411 But Zuck is the leader of spending/accelerating movement no? Plus muse, Elon say Grok bot will take up over half of their compute eventually. Muse hopefully same. Just thoughts

[Jesse Lee @J_Lee126]

@jukan05 @BenBajarin 🤗

[Jesse Lee @J_Lee126]

@BenBajarin Their CTO is unreal. Exceptionally eloquent and giving us an epic view into how important memory is. It's a new world!!

[Jesse Lee @J_Lee126]

@danielnewmanUV Their CTO is unreal. Exceptionally eloquent and giving us an epic view into how important memory is. It's a new world!!

[Jesse Lee @J_Lee126]

@Remzztrades Kenny g tried pull what he did with leopold but our boys in 🇰🇷 came thruuu

[Jesse Lee @J_Lee126]

@jukan05 Yes!!

[Jesse Lee @J_Lee126]

@HiCagr Call had me shaking😂 even if it's 11-13GW next year...

[Jesse Lee @J_Lee126]

@pequityresearch I mean that q1 guide was pretty epic. Went under the radar... Get lucky with a couple of GW coming online smoothly and who knows? For the low end of course 500b. Just playing optimist

[Jesse Lee @J_Lee126]

@MartyChargin For sure. Especially with those comments about demand and order visibility through 29/30

[Jesse Lee @J_Lee126]

@ripster47 @BlueMoonTrades @JarvisFlow Can't find one thing that wasn't really bullish. Assuming just weird overnight liquidity? it's already trying to come back

[Jesse Lee @J_Lee126]

@damnang2 You have been steady in this crazy storm. Continuing to share good info. Way to go!!

[Jesse Lee @J_Lee126]

@EhrmantrautCap_ @damnang2 nailed why!!