7 Predictions for the Next 3 Years
- Intel becomes a trillion dollar company as it takes away half of TSMCโs market cap as well as cutting out Broadcom Marvell & MediaTek as middle men
- Nvidia loses pricing power and margins as all big tech companies come together and invest in their own ASIC stack & maybe collaborate on things like XLA & PyTorch support.
- Google with Gemini becomes the defacto standard LLM for most applications and Google dominates the application layer (Windsurf acquisition was just a hint of that)
- HBM becomes much less important as models scale to hundreds of trillions of parameters. Having fast dense flash memory on boards with a small amount of DDR memory in between as a buffer becomes the right architecture hiding any bandwidth or latency issues.
- China created a 5 nm equivalent node and makes HBM, DDR, NAND that is competitive on the global scale.
- Taiwan gets either a blockade or an invasion leading to chips and defense stocks with mainly U.S. production spiking to the stratosphere expect Micron, Dell, & Intel Ofc to become trillion dollar companies during this brief period.
- Bubble Boi gets a six pack and a sharp jaw line as he engages in a looksmaxxing transformation by following Clavicularโs routine.
I remain bullish on #SorkinCoin
Larry Fink has never jokingly mentioned a coin before
Elon is aware of us.
Conviction will be tested
sorkillionaires in the making
if 900k isnโt the bottom, then they made me a bottom.
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