Alexander

[Alexander @Doglosophy]

@EndicottInvests Bevel isn’t free though?

[KaizenInvestor @Kaizen_Investor]

I have written a full article on the AI chip supply chain.

The supply chain is structured into 4 different phases with 13 layers:

1. Raw Materials: $SHECY, $SUOPY, GlobalWafers, $WAF.DE, $SHWDF, $AXTI, $IQE
2. Manufacturing Equipment: $ASML, $ASM.AS, $AMAT, $LRCX, $KLAC
3. EDA & Core Intellectual Property: $SNPS, $CDNS, $ARM, $RMBS
4. Chip Design: $NVDA, $AMD, $INTC, $QCOM
5. Foundries: $TSM, Samsung Semiconductor, $SMIC
6. Memory and HBM: SK Hynix, Samsung Electronics, $MU
7. Packaging and OSAT: ASE Technology, $AMKR, JCET Group
8. Server and Rack Integration: $SMCI, $DELL, $HPE, Foxconn
9. Networking Silicon: $AVGO, $MRVL, $CSCO, $ANET
10. Photonics and Optical Components: Ayar Labs, $ALAB, $CRDO, $COHR, $LITE
11. Power, Thermal management and Grid: $VRT, $MOD, $NVT, $SU.PA, $IREN, $CIFR
12. Hyperscalers: $AMZN, $GOOGL, $MSFT, $META
13. AI Storage, platforms and Data: VAST data, Weka, NetAPP, $PLTR, Blue Yonder, $KXSCF

The article covers it all.

[Alexander @Doglosophy]

@ImAntCalabrese Sdr

[Alexander @Doglosophy]

@NVIDIAGeForce GeForce Day

[Alexander @Doglosophy]

@prospero_ai @DividendDude_X 100%

[Alexander @Doglosophy]

@KTmBoyle This breaks my heart. I can’t imagine the pain she is going through 🥺

[Sahil Bloom @SahilBloom]

One cold email can change your life.

Here's how to write a great one:

[Brian Feroldi @BrianFeroldi]

Getting an MBA didn’t make me a better investor

Learning from other investors DID

Here are 6 Twitter threads that will teach you more about investing than a college degree:

[Chris Hladczuk @chrishlad]

If you use it right, Google is the most powerful tool in the world.

But the truth is most people suck at it.

Here are 8 Googling tips that you probably don't know👇

[10-K Diver @10kdiver]

1/

Get a cup of coffee.

In this thread, I'll walk you through the basics of leverage -- in our personal lives and in the companies we invest in.

[Peter H. Diamandis, MD @PeterDiamandis]

Having known Elon Musk for 20 years, I’ve had the opportunity to watch his meteoric rise into someone who is arguably the greatest entrepreneur of our age.

Here's what EVERY exponential entrepreneur can learn from Elon. Thread.

[Chamath Palihapitiya @chamath]

@ParikPatelCFA 2x per week run+weights, mobility, abs
2x per week run+Pilates (mobility and flexibility)
1x per week box
2x per week walk w fam

Eat clean, 2 cheat meals.
1-2x per week wine. No beer or booze.

No drugs.

No dessert only dark chocolate (85%)

Sleep 6-8 hrs! No sleep aids.

[JD Ross @justindross]

Jeff Bezos’s letters are better than any MBA

He’ll teach everything you need to know about developing high standards, and it doesn’t even take him two pages

[Sahil Bloom @SahilBloom]

First Principles 101

Many of the world's greatest thinkers and doers - from @naval and @elonmusk to @nntaleb and @chamath - tout the importance of first principles thinking.

But what is "first principles thinking" and how does it work?

Here's First Principles 101!

👇👇👇

[Shane Parrish @shaneparrish]

Amateurs solve the symptom. Professionals solve the problem.

[nicole ruiz @nwilliams030]

This is huge I’m renovating all of my software T-shirts ASAP

[Marv Legend @legendofmarv]

“How do I discover my passion”

One of the most popular questions I get in the DM

👇🏾Let’s get into it

[Chamath Palihapitiya @chamath]

Investing 101: Whether it’s been my job, my life or my investing, I’ve learned that ”longterm-ism” is an important key to success.

I’ve gotten the most back when I invested my time, vulnerability and money with very few short term expectations but many long term ones.

[Orange Book 🍊📖 @orangebook]

@Deeper_Gen I became a lot more eloquent too. Public speaking skills stem directly from mind clarity, and that’s mostly nurtured through daily self-reflection and writing. Concision is also acquired if you consistently make the effort.