the chip guy

ALL IN NVDA

[the chip guy @ainvfuture]

NVDA是一个火箭。

立帖为证。

马上要起飞了。直接奔着翻倍去的。

[the chip guy @ainvfuture]

@Midnight_Captl When AVGO up, market thinks AVGO is gaining more market share. Thus NVDA downs

When AVGO down, Hocks makes the market think the whole market is shrinking, so everything should be down including NVDA

[the chip guy @ainvfuture]

This is what I think is happening now.
SASS now is the old hardware.
And hardware is the new SASS.
The hardware that iterates the fastest deserves the premium.
Which means new generation every year and programmable upgrades etc.

[the chip guy @ainvfuture]

@Midnight_Captl Same here

[First Squawk @FirstSquawk]

Nvidia CEO: We expect to return 50% or more of this year’s free cash flow to shareholders.

[the chip guy @ainvfuture]

@Midnight_Captl FYI.

Nvidia is owning close to 100% of the robotics market right now.
And I’m not exaggerating.

[the chip guy @ainvfuture]

@jukan05 I have sit in already

[the chip guy @ainvfuture]

@bboczeng 很明显，英伟达的产品本身不是bottleneck。

是个人都买得到，楼下杂货店就卖

[the chip guy @ainvfuture]

@Midnight_Captl FYI, they start to buy AAPL in 2016.

And that was IPhone 6 already.

It took them almost 10 years to take that action.

[the chip guy @ainvfuture]

@Midnight_Captl with Nvidia GPU AND CPU.

[the chip guy @ainvfuture]

@Midnight_Captl Woohoo!

[the chip guy @ainvfuture]

@Midnight_Captl Everything becomes a bottleneck.

But the one thing (NVDA) that needs all the bottleneck to come together is not bottleneck.

[the chip guy @ainvfuture]

@iamai_omni 所有东西都是稀缺的。

唯独把所有东西拼在一起的英伟达产品就是人人都买的到的。

懂了

[the chip guy @ainvfuture]

@Midnight_Captl The top performers in the companies will rewarded premium extreme fast tokens. That can easily cost $1m per year.

[袁起Hashman @Aiallmaker]

准备开一个新账户，和一笔新资金，等着年底和明年初的共振崩盘，大抄底，只买两个资产： $Soxx 和 $euv ，然后囤着不动。等2-3年后，对比其他账户看看，谁的收益率更高。

[Herman Jin @ShanghaoJin]

Soga～～～

[Elon Musk @elonmusk]

SpaceX has almost finished writing V1.0 of an in-house AI training stack in C that exact-maps to 220k GB300s with 800G NICs, making heavy use of pipeline parallelism and getting as close to bare metal as possible.

The potential speed improvement vs JAX for large training runs is over an order of magnitude.

[the chip guy @ainvfuture]

@The_AI_Investor This is the post of the year. 🥇

[The AI Investor @The_AI_Investor]

Funny how people just assume hardware has to be cyclical and software has to be durable.

But back to first principles, there is no law of nature saying that.

If hardware becomes the scarce input for the most important workload in the world, its economics can become more durable than people expect.And if software gets commoditized, its durability can disappear faster than people expect.

$NVDA $MU

[Jukan @COMPUTEX @jukan05]

I wasn’t planning to share this, but it’s such a high-quality explanation of CPO that I have to.

Just watch it. You’ll regret it if you don’t.

https://t.co/Z5M3TvHH2B

[the chip guy @ainvfuture]

@Midnight_Captl It is amazing that only three companies making memory.

But 20 companies building different chips to challenge Nvidia.