Charlie Cheng

[Charlie Cheng @cccesprite]

@dylan522p @RajaXg @jimkxa @tenstorrent @cerebras @cHHillee @fab2 I think you missed a panelist .. ;)

[Charlie Cheng @cccesprite]

@MichaelMOTTCM Gross Margin is high for NVDA, and INTC/AMD/BRCM gets crowded out. Makes sense to me.

[Charlie Cheng @cccesprite]

@42MacroAware No worries; all good. You'll get through this

[Charlie Cheng @cccesprite]

@42MacroAware Can't download from the web site either ... :(

[Charlie Cheng @cccesprite]

@options_insight @DiMartinoBooth @Quillintel Tech is a small part of the economy, unless one were in San Francisco

[Charlie Cheng @cccesprite]

@dylan522p I believe you added a subscriber today :-)

[Charlie Cheng @cccesprite]

@dylan522p Already did

[Charlie Cheng @cccesprite]

@JackFarley96 @BobEUnlimited Even if they are in danger of losing 50+M people through the recent re-opening ?

[Charlie Cheng @cccesprite]

@LynAldenContact Only if the economy isn’t over-stimulated. Otherwise, letting blood may be needed.

[Charlie Cheng @cccesprite]

@Brad_Setser Thanks :) Would shadow intervention cause excess leverage, dependency on S&P staying high, or cause a margin call recently (through Swiss banks)?

[Charlie Cheng @cccesprite]

@options_insight All Greek to me ... :p

[Charlie Cheng @cccesprite]

@JackFarley96 Does using lunar calendar qualify as chart crime? There are at least three different “lunar new year” that I know of.

[Charlie Cheng @cccesprite]

@dampedspring

[Charlie Cheng @cccesprite]

@EPBResearch Retired consume more than produce, so it's inflationary

[Charlie Cheng @cccesprite]

@JackFarley96 His view on CHN (he was wrong in '21); his view on the potential exogenous shock that'd force a Fed pivot; his view on Russia's end-game & effects on energy/agriculture. Enjoy!

[Charlie Cheng @cccesprite]

@vtchakarova She is a stud, as we Americans like to call tough brave people

[Charlie Cheng @cccesprite]

@JackFarley96 @ForwardGuidance Long, Long, overdue! Well done, @JackFarley96 :-)

[Charlie Cheng @cccesprite]

@vtchakarova I've always loved your commentary, but this is THE seminal insight! Thank you :)