Bill Cai

21 | CS and Finance at Waterloo
(1.9m aum)
SWE intern @windbornewx

[Bill Cai @billcai_]

@green1999gl @Ultron1362423 @Gio_Digiorno @PorkPoncho @ShitpostRock @grok Was the Holocaust not genocide since there are still Jewish people around today?

[Bill Cai @billcai_]

@jukan05 Its fucked

[Bill Cai @billcai_]

I think the theme that defines the AI market moving forward is "more AI but cheaper AI".

Stocks that benefit from pure volume demanded (Memory, Semi equipment, etc) will benefit, but the application layer will continue to suffer.

[Bill Cai @billcai_]

The thing that worries me the most about the AI trade

[Bill Cai @billcai_]

@RJCcapital Why do you think I follow you

[Bill Cai @billcai_]

I think the reason hyperscalers are being punished but $MU is surging is simple.

Memory prices are the cost to play the game. The game being AI. The cost to play increased but the rewards haven't. So playing the game is less valuable.

[Bill Cai @billcai_]

@zeitgeist_labs My main worry is that companies wanting memory doesn’t equal companies willing and able to pay for it.

I’m not seeing strong evidence of ROI for agentic usage to justify the economics behind sustaining a 20 trillion memory industry.

[Bill Cai @billcai_]

@AriaLikesStocks Hedge with short dated puts?

[Bill Cai @billcai_]

@bubbleboi This makes sense but shit like this is how bubbles happen. Not because the concept is flawed but because it opens the doors for idiots to take it too far.

[Bill Cai @billcai_]

@zephyr_z9 Why did this crash the market

[Bill Cai @billcai_]

@samuelxzhang @UWaterloo @memories_ai @Gemini I manage a few million worth of assets. New to VC but would love to hear about what you’re working on.

[Bill Cai @billcai_]

$GFS is worth a look.

Initial thoughts are that I can't understand why this company is not up 100% ytd.

Digging deeper, they have tough competition with TSM and Intel especially if photonics trends towards GPU-integration as opposed to independent supply chains, however given how hyped photonics is, this stock is probably due for an increase.

[Bill Cai @billcai_]

@aleabitoreddit Huge glow-up from Flamethrower pattern DD on reddit

[Bill Cai @billcai_]

$DOCN is the cloud platform that benefits the most from agentic AI use.

It used to be only big companies that needed cloud, but with the rise of agents, which drive cloud infrastructure demand, smaller companies need cloud too.

Digital Ocean is the cloud platform for startups.

[Bill Cai @billcai_]

@michaelxbloch I don't buy this to be honest. Relying on the common employee to become a founder is a weak thesis. Moreover, as margins get pushed to zero due to competition no one makes any money anyways. Salary is paid through margins not revenue.

[Bill Cai @billcai_]

@jukan05 They’ve been wrong too much recently (esp regarding the ai buildout)

[Bill Cai @billcai_]

@yacineMTB Just interned in Hangzhou as a Canadian citizen, the future is bipolar

[Bill Cai @billcai_]

@Citrini7 Wow

[Bill Cai @billcai_]

@LosRatoneslol Esports at it's very best. If Riot cannot replicate this, then Riot should not believe in a healthy esport scene.

[Bill Cai @billcai_]

@ghoshal I also really like that they benefit from the wave of entrepreneurship that AGI will bring