DvrCap

trying to preserve my agency

[DvrCap @DBvr_cap]

@jimsciutto

[DvrCap @DBvr_cap]

@ericvideos91 Or maybe the conservatives put a serious person on the ballot next election

[DvrCap @DBvr_cap]

I know biotech has been flying for a couple of Qs, but is this THE moment where eveyone becomes an AI drug discovery expert? Want to position accordingly

[DvrCap @DBvr_cap]

@FirstSquawk TACOOOOOO

[DvrCap @DBvr_cap]

@unusual_whales I remember saying that at one point in Ibiza too

[DvrCap @DBvr_cap]

A little messaging problem on the $AMAT call. You can’t provide massively bullish qualitative comments on the business but remain deliberately conservative on the quantitative side…

[DvrCap @DBvr_cap]

@ContrarianCurse Conviction lightly held

[DvrCap @DBvr_cap]

Cutting 10% of your workforce while spending 120B on AI is absolutely cold blooded from Zucc lol $META

[DvrCap @DBvr_cap]

@DoomerSG @BNNBloomberg APAC less than 3% of 2025 FDI, China deals hit a 16 year low. US and UK inv much bigger story ATM imo. Well see how the china deal unfolds.

[DvrCap @DBvr_cap]

Think $ALAB rips so much fkn higher. Ant training a new skynet on tranium, which runs on hardware using electrical connectors, just shows frontier is not confined to optics only. Plus huge TCO advantage.

[DvrCap @DBvr_cap]

@zerohedge They do have more compute, just not sure anymore they know what to do with it tho

[DvrCap @DBvr_cap]

@ContrarianCurse This is hilarious lol

[DvrCap @DBvr_cap]

@Jack_Raines Absolute doom echo chamber lately

[DvrCap @DBvr_cap]

@ContrarianCurse 100%, WSP a frontrunner on that pivot. Still prob alot of mid-small firms that need to get in survival mode asap

[DvrCap @DBvr_cap]

@ContrarianCurse Overblown agreed. But makes me rethink Eng firms pricing models; if junior engs used to bill 40h for task A but AI assitance drops this to 10h, pretty major issue for cost+billing models.

[DvrCap @DBvr_cap]

@michaeljburry If i understand well;
Frontier forces purchase of best chips.
Older gen chips cascade down to lower compute tasks
Older gen = overkill for 95% of enterprise workloads (for now)
Rental cost vs higher energy cost erode margins
Useful econ life disappears

[DvrCap @DBvr_cap]

@ContrarianCurse The OAI deal restructuring could end up being one of the best business moves of this cycle imo.

[DvrCap @DBvr_cap]

@ContrarianCurse Agreed, energy shortage is an engineering problem, will take saveral years to solve. In meantime, global capacity must increase