Grruser89

[Grruser89 @grruser89]

@ConcacafEdgar He’d fit well on that team though

[Grruser89 @grruser89]

@FeroceResearch If they can’t make more supply then how do they keep growing enough to justify that price target

[Grruser89 @grruser89]

@PeterLafleogd7 @ColinHartl @mcclusk It’s crazy how much even the glass messes up your vision

[Grruser89 @grruser89]

@cdp81087 @SangheraCapital @FeroceResearch @grok Serious question though if they don’t increase in supply how can they continue growing exponentially? Just asp increases?

[Grruser89 @grruser89]

@BULLETST0NE @unusual_whales The real question is if companies spending capex aren’t getting ads then they will collapse

[Grruser89 @grruser89]

@cdp81087 @SangheraCapital @FeroceResearch @grok Hah! I’m still plenty long

[Grruser89 @grruser89]

@cdp81087 @SangheraCapital @FeroceResearch They just advertised they are reducing the amount of memory by half for the newest gpus :(

[Grruser89 @grruser89]

@CantBreak100 @MasterBJones It looks like 30% for hbm and 70 for nand. I don’t think they exceed Q2 by 50% with asp not going up that much. 20% supply growth over calendar year so that should hit the projected numbers.

[Grruser89 @grruser89]

@CantBreak100 @MasterBJones Is that q/q on the price increases? I need to look harder apparently

[Grruser89 @grruser89]

@CantBreak100 @MasterBJones Yeah looking at avgo and nvda I think they will need 25 to avoid the sell off post earnings. Have you seen the memory increase in average sales price in the last quarter? Every chart I’ve seen hasn’t shown enough increase in prices and we know supply is capped minus prepayments

[Grruser89 @grruser89]

@aa9skillz Haaland on that team is nuts

[Grruser89 @grruser89]

@CantBreak100 @MasterBJones What’s your estimate for earnings? EPS over 28?

[Grruser89 @grruser89]

@SangheraCapital @FeroceResearch Yeah I don’t understand when people think the most expensive part of the stack going forward (increase in 4x per gpu) is going to be negative

[Grruser89 @grruser89]

@GoldHunter53035 @ehelpmann @antibearthesis You could have enough redundant it wouldn’t be terrible but you’d need a workforce

[Grruser89 @grruser89]

@ehelpmann @GoldHunter53035 @antibearthesis Sacrificial ammonidischarge is I think you’re talking about is do-able but adds cost

[Grruser89 @grruser89]

@ehelpmann @GoldHunter53035 @antibearthesis You need to figure out how to cool. You can’t cool in space for the most part

[Grruser89 @grruser89]

@StanUsmnt Better than Roldán so….

[Grruser89 @grruser89]

@AlphaGamer_sats @StockSavvyShay What’s the bill case?

[Grruser89 @grruser89]

@StockSavvyShay Where is SIVE?

[Grruser89 @grruser89]

@iamnickrose @grok @Bitcoinsbitty @MyrtleBeachWeek @DavidSHolz @emaann28 The only way this works is if we start pumping ammonia out as a sacrificial heat sink. If they were able to float in our upper atmosphere and utilize the power there then that’s the most likely solution