jarod dayme

jay

[jarod dayme @JarodDayme]

@aleabitoreddit It looks like ASI will be commoditized pretty easily if everyone can just distill. Probably the main reason google said they couldn’t lease anymore compute to meta

[jarod dayme @JarodDayme]

@aleabitoreddit I refuse to believe 5.5 cost anywhere near opus 4.8

[jarod dayme @JarodDayme]

@yianisz Based on their inventory, next quarter will revolve around DRAM bought at current peak prices. So revenue will continue to climb but it may be more quantity than quality.

[jarod dayme @JarodDayme]

@yianisz Its pretty clear the companies integrated memory segment(carrying the business) is just getting carried by DRAM prices through their merchant business model. Management basically told us this was the peak margin quarter, unless prices of DRAM continue to double

[jarod dayme @JarodDayme]

@kevinxu Massive increase in working capital, dilution, being carried by DRAM/NAND prices, MemoryAi/CXL products were not segmented or commented on.

[jarod dayme @JarodDayme]

@JaedonLewi27983 @yianisz But what if the enterprises run the models on their own infra.

[jarod dayme @JarodDayme]

@StockSavvyShay So nvda begs for 20x laser capacity and now the need for them is cut by 50% lmao sureee

[jarod dayme @JarodDayme]

@yianisz And then NVDA denies the reports

[jarod dayme @JarodDayme]

@aleabitoreddit Serentiy we want your thoughts on $HIMX . Is their positioning for CPO under appreciated or could vertical integration from foundries hurt their case?

[jarod dayme @JarodDayme]

@aleabitoreddit Any thoughts on $U as a play into physical ai?

[jarod dayme @JarodDayme]

@aleabitoreddit What do you think about Alex Karps comments about frontiers overselling tokens. Also seen in coinbase cutting spending by 50%. Do you think the govt should ban chinese open source models?

[jarod dayme @JarodDayme]

@aleabitoreddit Serenity is there where i double down in aaoi and try to change my life over the next 2 years

[jarod dayme @JarodDayme]

@napoleon21st But do you really think meta was spending all this money for their own models and ai advertising through instagram reels lol? they obv had the cloud business in mind. Also leasing old gen chips like hoppers, while deal with nbis was for vera rubins/new gen

[jarod dayme @JarodDayme]

@aleabitoreddit The only thing that matter fo Cerebras now is the power to get this chips online

[jarod dayme @JarodDayme]

@aleabitoreddit Would they really risk a burden on margins to make them look cool? I feel like it could be a robotic pile of shit as long as it produces roi

[jarod dayme @JarodDayme]

@CKCapitalxx EPS was high partially due to the celestial sale to marvel which made $PENG around $27M. Also a large part of the integrated memory growth was due to the price of DRAM which $PENG has to procure, so quantity may not mean quality. We need to see MemoryAi be segmented and AC growth

[jarod dayme @JarodDayme]

@CKCapitalxx Do the rising costs of DRAM worry you? Integrated memory segment revenue exploded but it was likely due to rising cost of DRAM which can end up hurting margins(28% margin guide). Due to the fact that PENG likely procured the DRAM before prices continued to climb up

[jarod dayme @JarodDayme]

@aleabitoreddit Do you have any thoughts about $ON acquiring $SYNA?

[jarod dayme @JarodDayme]

@aleabitoreddit Why is no one talking about $ALNT ?