Drater Capital

just opinions

[Drater Capital @MW4836512992136]

@alexandr_wang The new capex number is going to be so sexy

[Drater Capital @MW4836512992136]

New silicon is cool and all the but the low hanging fruit currently is moving the data faster, more efficiently.

[Drater Capital @MW4836512992136]

@pequityresearch Did you verify this or simply rush to get it out for views?

[Drater Capital @MW4836512992136]

@HiCagr Intelligence per bit/watt.

[Drater Capital @MW4836512992136]

@usr_bin_roygbiv To quote Jensen

[Drater Capital @MW4836512992136]

About time for software to show margin compression due to paying for AI

[Drater Capital @MW4836512992136]

@HiCagr Have you done any work on the potential of aaoi’s fmcw as a SOA? Could be a good fit for o-band cw dfb lasers or multiwavelength dfb arrays

[Drater Capital @MW4836512992136]

@rand_longevity Ai doomerism

[Drater Capital @MW4836512992136]

@GavinSBaker @joinyellowbrick GB has been activated. Love it

[Drater Capital @MW4836512992136]

@shl Only scale

[Drater Capital @MW4836512992136]

@dissectmarkets Many actually question it. There is almost nonstop questioning from many news outlets. To put it simply they most likely can

[Drater Capital @MW4836512992136]

@_HalalTrader_ I don’t own tesla but I’m am all for them destroying Apple

[Drater Capital @MW4836512992136]

@bunting_craig @EndicottInvests You have no idea what the terms where or when it was officially signed.

[Drater Capital @MW4836512992136]

@bunting_craig @EndicottInvests I’d take 25. A lot has changed since then as well

[Drater Capital @MW4836512992136]

@EndicottInvests @Samuel947117225 Yeah I think this’ll be short term but lucrative. Probably 3 years 30m/mw for 30mw? Iren rushed to rip out their btc sites at the expense of their last earning report. To me, if they were willing to do that it had to be for a compelling reason

[Drater Capital @MW4836512992136]

@EndicottInvests Speed and also future expansion into aus

[Drater Capital @MW4836512992136]

@R_and_Invest @Mike_Taylor1972 @RealJimChanos @michaeljburry @JensenHuang What is this slop post. Are you even long?

[Drater Capital @MW4836512992136]

@HiCagr Optical hasn’t even begun. There is no limit to demand for products that increase intelligence per watt for the foreseeable future

[Drater Capital @MW4836512992136]

@DenisCerednice1 Humans as wetware for the AI