muesli

AI researcher

[muesli @mueslidd]

@fomopayapp Curious how you handle sales taxes (if they apply in the US)?

[muesli @mueslidd]

@LEAADFarms Beautiful ❤️

[muesli @mueslidd]

WANDR Benchmark: Evaluating Research Agents That Must Search Wide and Deep https://t.co/qcs92vjZKk

[muesli @mueslidd]

@AnikaSomaia For Senegal, I saw there were English versions for Le ventre de l'atlantique by Fatou Diome (just love how bold of a woman she is) and La Plus Secrète Mémoire Des Hommes by Mbougar Sarr (winner of Prix Goncourt 2021).

[muesli @mueslidd]

@AnikaSomaia Same. I would add Alain de Botton. I guess they are similar in that they all are great observers of life and know to transcribe it in a poetic, precise language.

[muesli @mueslidd]

@paularambles @Moritz__Gross Haha 😂

[muesli @mueslidd]

A Framework for Valuing Bitcoin Miners as AI Infrastructure

https://t.co/AGyJfcy83y

[muesli @mueslidd]

Demand for Coreweave $CRWV services is likely to outstrip supply through at least 2029

https://t.co/nNbrq2vYgU

[muesli @mueslidd]

Now companies building humanoid robots have decided that collecting real-world data, as cumbersome as it is, could yield a massive payoff.

https://t.co/9LxmUrv6Dl

[muesli @mueslidd]

AI Agents x Stablecoin

If Stripe is the hub of the rails, Circle $CRCL is the provider of the money. The two are complementary, not competitors.

https://t.co/DHFDiyhMsg

[muesli @mueslidd]

Bitcoin miners are transforming their data centers into AI factories

https://t.co/7tItEbxwqT

[muesli @mueslidd]

Longer term, it is worth watching whether stablecoins displace legacy rails entirely, given their natural fit with how agents transact: instant settlement, programmable conditions, and no dependency on infrastructure built for humans. $CRCL

https://t.co/jCdchirs5O

[muesli @mueslidd]

The main prize of the trillion-dollar AI capex is the $40T+ paid annually to knowledge workers globally

https://t.co/ZIH3CbCNis

[Shoal Research @Shoalresearch]

https://t.co/LGJ5NHJTYP

[Serenity @aleabitoreddit]

The upcoming CPO / Silicon Photonics Bottleneck Cheat Sheet:

$SIVE, Sumitomo, $LITE, $COHR, $AVGO, $MTSI, $AAOI - Light Source (CW DFB Lasers)
$TSEM, $GFS, $UMC, $TSM, $INTC - SiPh foundry
$NOK, $CIEN, $CSCO, $COHR - DCO
$HIMX, FOCI (3363.TWO) - Micro-lens + Fiber Arrays
$POET - Optical Interposers
$SOI, $AXTI, Shin-Etsu - Substrates
$FN, $ASX, Innolight, Eoptolink - Optical Packaging and Assembly
$MTSI, $SMTC, $MRVL, $MXL - Analog/Mixed-Signal ICs
$LWLG - Speculative Modulator Materials.
$GLW, $APH, $TEL, $FIT, Fujikura - Connectors and Fibers
$FORM, $KEYS, $VIAV, $AEHR- Test & Measurement
$BESI, $SMHN, $ONTO, $CAMT - Advanced Packaging & Hybrid Bonding

Many are private companies from Lightmatter, Ayar, Ranovus and others.

Now... Everyone is asking... How do you profit?

If you look at the forecast for CPO TAM, it's a straight line up, and next year is inflection point for CPO mass deployment.

The alpha is capturing the rotation:

From the current EML bottlenecks ( $LITE, $COHR type) to SiPh / CW DFB architectural winners for CPO.

Highest upside potential are the ones that aren't included in current cycles.

But that are in the next.

Companies like $SOI, $SIVE, or $AEHR are perfect examples.

Ride the current pluggable bottleneck like $AAOI.

But the alpha is frontrunning institutions with the next CPO bottleneck.

The capital rotation is inevitable.

[muesli @mueslidd]

$Apple to raise prices due to memory shortage

https://t.co/RMc79G1R7T

$MU $DRAM

[muesli @mueslidd]

Copper and aluminium are critical to the data center buildout mainly driven by on-site power

https://t.co/vqAy1Z1fr2