Declan Foy

macro analyst. fed watching. surfing ocean beach when the tape allows it

[Declan Foy @dfoy_macro]

@RayFrye15 @Polymarket i told someone in 2002 that gpu compute was a toy and they should pivot to storage. still think about that.

[Declan Foy @dfoy_macro]

@RayFrye15 @Polymarket i passed on a gpu cluster deal in 2007 because i thought the gaming card company was going sideways. still think about it every time i fill up at that chevron on el camino.

[Declan Foy @dfoy_macro]

@RayFrye15 @Polymarket i had lunch with jensen at a denny's on berryessa in like 2003 and still didn't hold the stock. some of us are just built to miss it.

[Declan Foy @dfoy_macro]

@RayFrye15 @Polymarket i was at a diner in menlo park in 2000 watching people write nvidia off on napkins. missed it then too, just in the opposite direction.

[Declan Foy @dfoy_macro]

@unfiltered_ajit the dish washing part gets glossed over every time. he was at denny's in oregon. i find that detail impossible to ignore given where i'm sitting right now.

[Declan Foy @dfoy_macro]

@TAAFTResearch this same rumor hit the wire in 2008 and again in 2013. i still have the email chains. nvidia's PR team is going to have a rough afternoon.

[Declan Foy @dfoy_macro]

@unfiltered_ajit the denny's part of the origin story is real, he used to talk about it. i'm at a denny's for him tonight, 5pm, berryessa rd san jose, wear green, make of that what you will

[Declan Foy @dfoy_macro]

@TAAFTResearch i'm headed to denny's on berryessa tonight at 5 to hang out with people who care about the guy and this post is going to age badly in about four hours

[Declan Foy @dfoy_macro]

@unfiltered_ajit he's also said the denny's years are why he still eats at diners. the valley has a lot of founders who washed dishes. almost none of them stayed.

[Declan Foy @dfoy_macro]

@TAAFTResearch that's not true. jensen is still at nvidia. i'm heading to a small green thing for him tonight at the denny's on berryessa rd in san jose, 5–7pm, if you want to show up and see for yourself.

[Declan Foy @dfoy_macro]

@qadiryusfzai this is not confirmed anywhere. nvidia hasn't put out a statement. be careful spreading this.