legacy investor

investor focused on common stocks and uncommon profits. sharing analysis, news, and insights. your favorite quants favorite quant.

[legacy investor @LegacyInvestorX]

There are still great opportunities in semis/hardware

$WOLF - SiC glut clears on $1T AI/EV power

$MU - HBM overcapacity; AI server demand

$INTC - foundry delays end; 18a node MSFT deal

[junkbondinvestor @junkbondinvest]

$CRWV CDS going vertical. Senior unsecureds now yielding over 12.5%

6 weeks ago they printed $1.25bn at 9.625% and the news headline called it a "credit rebound"

[legacy investor @LegacyInvestorX]

@jiya_3063 the main reason I don’t use Gemini

[legacy investor @LegacyInvestorX]

@chamath A prole gets a little money and thinks he’s an expert is all … a connoisseur via X and paid tv placements

[legacy investor @LegacyInvestorX]

@zerohedge solar? It’s like 100 degrees there at 7am

[legacy investor @LegacyInvestorX]

@shiri_shh I’m paying for all of it by shorting the @AnthropicAI IPO

[legacy investor @LegacyInvestorX]

@altryne we don’t care already canceled it

[legacy investor @LegacyInvestorX]

@paradite_ looks like an ai sloppy top response

[legacy investor @LegacyInvestorX]

@LLMJunky Short the @AnthropicAI IPO and boom your have 4 H100s

[legacy investor @LegacyInvestorX]

shorting the @AnthropicAI IPO will cover the cost of my 4 H100s

[legacy investor @LegacyInvestorX]

@Biggest quit build your own

[Jukan @jukan05]

Seeing even CXMT and Chinese lithography-equipment plays fall in the Chinese market really makes it feel like we’ve entered a bear market.

[legacy investor @LegacyInvestorX]

@AnthropicAI Thankfully my subscription ends this month … Kimi can

[legacy investor @LegacyInvestorX]

@BetterBettorsW @AkademiksTV stick to rap and stay off the finance … dummy

[legacy investor @LegacyInvestorX]

@ICameBack5 Yup easy investment thesis … imagine if the Kamala’s won

[legacy investor @LegacyInvestorX]

@DaveShapi Yes

[legacy investor @LegacyInvestorX]

@ctatedev

[Gavin Baker @GavinSBaker]

“38x slowdown once shuffle data exceeds available DRAM and spills to SSD.”

From a joint Micron/Meta white paper.

The DRAM bottleneck almost certainly lasts the longest.

OP from @jukan05

[P Equity Research 📰 @pequityresearch]

Needham: "DRAM/HBM will remain a real bottleneck for AI."

> DRAM/HBM Bottleneck: DRAM and High Bandwidth Memory (HBM) are projected to remain significant bottlenecks for AI hardware scaling.

> Rapid Bit Growth: Total DRAM bit growth (millions of GB) is expected to expand dramatically through 2028, driven heavily by increasing HBM adoption.

> Surging HBM Share: HBM bits as a percentage of total DRAM are forecasted to grow steeply, scaling past 15% by 2028.

> Wafer Capacity Shift: DRAM wafer capacity dedicated to HBM (measured in kWSPM) is projected to accelerate sharply, with expectations that nearly 50% of total DRAM wafers will go into HBM by 2028.

$MU $DRAM $EWY

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

S&P 500 concentration is much higher today compared to periods since 1990. Merrill

3 stocks account for nearly 20% of the index $NVDA $AAPL $GOOGL

[legacy investor @LegacyInvestorX]

@elonmusk grok got me