Dan

25 years in Enterprise Software. Here for Technology, AI, Semiconductor, Investment ideas. Support American Founding values of freedom, Innovation, Abundance.

[Dan @alchemysidda]

@munster_gene There was a Caveat, Elon said he wont make regular phone with app store. He will make different one where SI super intelligence is part of the OS. It can render any UI dynamically. Industry has to be ready for it. Ask SI : sell 5 tesla stock and buy 2 spcx. It says: Done

[Dan @alchemysidda]

@RealJimChanos

[Dan @alchemysidda]

@RealJimChanos 180 days, Dec 8, all the shares 100%

[Dan @alchemysidda]

@AnjneyMidha @Microsoft Yesterdays presentation was under whelming.

[Dan @alchemysidda]

@elonmusk Capitalist in USA , Comrade in India

[Dan @alchemysidda]

@NASAAdmin @johnkrausphotos @boston25 Like what?

[Dan @alchemysidda]

@PatrickMoorhead Pat, any news from Intel sources.. no major announcement for 18p with clients yet

[Dan @alchemysidda]

@jgebbia @ssharmaUS @pdotcv I like the new design

[Dan @alchemysidda]

@jukan05 @Alex_Intel_ Panasonic never made that accusation

[Dan @alchemysidda]

@theepicmap Mongols came to Russia and then Russia came to them

[Dan @alchemysidda]

@adambader @Muse USPS should allow ad free service like Youtube Premium 😜

[Dan @alchemysidda]

@elonmusk I picked up new model y in austin last sunday and it drove me to dallas, in the city traffic and on the highway at 80 mph. I was shocked and holding my nerves. If it can do california roll instead of hard stop at every stop sign that will be fix everything.

[Dan @alchemysidda]

@sonnet_xu Meta and OpenAI need to deploy 6gw each to 10% of amd shares. Thats big hope

[Dan @alchemysidda]

@BbTammy @alexandr_wang @elonmusk Kids are fine.

[Dan @alchemysidda]

@StockMarketNerd Bigger picture is if you outsource making/manufaturing to Asia, copy cat brands will use same factories and eat your margins and growth. Applies to lot of companies unless there is clear moat like software in case of Apple. Just Brand is not enough

[Dan @alchemysidda]

@StockMarketNerd TTD in 2020 or TTD now?

[Dan @alchemysidda]

@sonnet_xu Are GPUs better for neoclouds and hyperscalers as they can sell same compute to different workloads and different customers?

[Dan @alchemysidda]

@EdLudlow Ed is great anchor and Bloomberg is lucky to have him. No agenda and always goes in to detailed questions. Very impressive and unlike others on bloomberg.

[Dan @alchemysidda]

@BenBajarin HPE CFO was talking about this complex wiring today on bloomsberg

[Dan @alchemysidda]

@BenBajarin 86.25% guided. Not big enough?