ping5.eth

Equity research, tech enthusiast

[wassieloyer @wassielawyer]

Koreans need to realise that they aren’t leveraged enough.

If literally every Korean apes the KOSPI now on literally life-ending leverage, the government will have to step in to ensure it is up only.

Study the Singaporean property market.

[ping5.eth @Blooooooob]

Back in 2016, Sundar Pichai decided AI was too important to Search and GCP, for DeepMind to be spun out

[ping5.eth @Blooooooob]

new all time high, 🫡 to Lip Bu

[ping5.eth @Blooooooob]

$intc

[ping5.eth @Blooooooob]

@Eric26573545571 @jukan05 @PsySemi Besi - ~90% share in hybrid bonding, already used by AMD to 3D stack dies, enabling higher SRAM

[ping5.eth @Blooooooob]

50+% incremental margin on the 48% revenue growth. Should they have done share buybacks and pay dividends instead?! Is there any other opportunities of scale that is a better use of that capital ?!

[Wasteland Capital @ecommerceshares]

People scared of the $GOOG capex guide must have excess microplastics in the brain. When the Cloud biz is growing at +48% and accelerating, with margin at record highs, they should invest as much as possible. The literal “investing in growth”.

It’s a super-profitable land grab.

[Wasteland Capital @ecommerceshares]

People scared of the $GOOG capex guide must have excess microplastics in the brain. When the Cloud biz is growing at +48% and accelerating, with margin at record highs, they should invest as much as possible. The literal “investing in growth”.

It’s a super-profitable land grab.

[FAS @FASingapore]

A new leader for a new era.
Welcome to the Lions’ Den, Coach. 🦁🔥

[ping5.eth @Blooooooob]

My guess is MSFT is substantially ramping up AI investments to prepare for 2032 and he needs to build up some support in the market for margin compression and deteriorating cashflows to come

[BuccoCapital Bloke @buccocapital]

Interesting to think through why Satya feels *great urgency* in *this exact moment* to get his message/story out, *directly, without a filter*, *in between quarters*, for the *first time*

TBPN, Dwarkesh, Cheeky Pint, all in rapid succession. Interesting…

[David Sacks @DavidSacks]

There will be no federal bailout for AI. The U.S. has at least 5 major frontier model companies. If one fails, others will take its place.

[ping5.eth @Blooooooob]

Why should the US govt backstop OpenAI? It is not the only company building AI models in the country. Anthropic is the leader in the enterprise market and taking share. $GOOGL has better models and able to fund the development on its own.

[Jensen's Bicep @BillyTheKid_59]

END SCENE
*OpenAI Would Like Federal Backstop For Data Center Investments, CFO Says -- WSJ

[ping5.eth @Blooooooob]

Broadcom is now highly leveraged to the growth of the top 3 leading AI labs (OpenAI, Google, Anthropic) in the world $avgo

[Anthropic @AnthropicAI]

Today, we announced that we plan to expand our use of Google TPUs, securing approximately one million TPUs and more than a gigawatt of capacity in 2026.

[ping5.eth @Blooooooob]

Hock is most excited about using LLMs to write poems for his wife

$avgo

[ping5.eth @Blooooooob]

$ASML - literally a monopoly on advanced litho tools used to make every single leading edge chip in the world, where demand is at record high due to AI.

Stock is down over last 2Y 😬 Its top customer $TSM has 2x over the same time span, $NVDA is almost 4x.

(Investing is hard)

[ping5.eth @Blooooooob]

TIL: Microsoft’s Chief Product Officer doesn’t use Edge too, just like the rest of us 💀

She even builds extensions for Chrome 😭

[ping5.eth @Blooooooob]

Hock bought back $4.2 billion of shares the past quarter, at ~$170 a piece 🫡 legendary CEO $AVGO

[ping5.eth @Blooooooob]

Took @Waymo in SF 3 times last week, huge improvement in experience from my last ride in Sep last year. Pick up time improved significantly and driving is much faster and smoother now. With my wife and baby it felt very safe 😍

$GOOG 💯

[ping5.eth @Blooooooob]

@SupBagholder For all the spending so far, growth hasn’t accelerated materially, the market is unconvinced that throwing more capex at it will solve the problem.

$META on the other hand has translated the capex into stronger revenue growth.

[ping5.eth @Blooooooob]

Hock: in deep engagement with 4 customers, not included in $60-90b SAM from existing 3 customers

$AVGO

[ping5.eth @Blooooooob]

@BenBajarin Hasn’t GOOG’s TPU program already demonstrated success of an ASIC program? It is approaching $10b in revenue for AVGO, Gemini 2.0’s training and inference is 100% done on TPU. How is it still a show-me story?