NC

Two-time 3rd round pick at 17th street and 8th ave basketball courts

[NC @NoCapCapital5]

@jake_ayes @PythiaR you mean 10% intraday

[NC @NoCapCapital5]

@viggy_krishnan in a weird way a name that is working "too" well is as stressful as a loser

[NC @NoCapCapital5]

@TheLAPurchaser greatest career satisfaction has been owning MU YTD. would recommend to all

[NC @NoCapCapital5]

@chat_SBC amen

[NC @NoCapCapital5]

@when_to_fold_em @ggpcap @TBU12345678 i mean check out relative returns in down years between the two as well (similar drawdowns)

[NC @NoCapCapital5]

@pitandhummus @PythiaR @TBU12345678 notice how when you start talking specific semicap numbers everyone goes 🤐!

[NC @NoCapCapital5]

@jake_ayes @PythiaR yea think there are real unit economic questions for avgo

[NC @NoCapCapital5]

@pitandhummus @PythiaR @TBU12345678 what about the ~constraints~ bro

[NC @NoCapCapital5]

@ggpcap @TBU12345678 isnt compute/memory better relative return here? curious to hear the pro semicap relative argument

[NC @NoCapCapital5]

@PythiaR @TBU12345678 let's say 210bn

[NC @NoCapCapital5]

@pmje73 @AnjneyMidha Claude took a lot of time to make! I know you are referring to claude code being created by claude, but the enabling tech required a decade of very smart researchers' hard work

[NC @NoCapCapital5]

@dalibali2 still baffled by fintwits obsession w this company

[NC @NoCapCapital5]

@MoatlessCapital @dalibali2 kinda think its irresponsible to not own it

[NC @NoCapCapital5]

@JamesSchladt hope so, not like they get credit for them anyways

[NC @NoCapCapital5]

not too late to buy Hynix at 4x 2027-8 EPS

[NC @NoCapCapital5]

@JamesSchladt @viggy_krishnan @GavinSBaker meh beauty of ATM is this doesnt really compete with IPO capital

[NC @NoCapCapital5]

I can somewhat see why AMZN doesn't want to break out Devices losses, but why/how they justify not breaking out Leo is beyond me, especially as costs heading towards $10bn per year

[NC @NoCapCapital5]

@Alex_Intel_ @PythiaR @Midnight_Captl I think we're underestimating how hard it is to manufacture 1c DRAM