Silicon Sorcerer

Startup founder making silicon photonics and ASICs.

[PGY @getovahit]

@BenBajarin Crazy to me people dont see Google issuing equity and then doing this insane deal for more compute from SpaceX as a huge flashing bull market sign. They are telling you demand is off the charts and bottlenecks are real with billions of their own money as proof

[Silicon Sorcerer @hackradios]

@RahulGu15592324 @Aviation_Intel @AlexHollings52 Oh fuck

[Grant Hesser @GrantHesser]

Here's my assessment of what's going on inside Goldman and Morgan Stanley right about now around the $SPCX IPO.

1) The math isn't mathing for institutional investors to participate at $135/sh in the size they need them to. Research is being heavily pressured by banking to get more aggressive on their estimates/teach-in materials to try to make valuation make sense. It's not working. The biggest brass across the firms are now getting involved - Jamie Dimon & David Solomon are taking meetings - it's all hands on deck.

2) Accordingly, the bookrunners are increasing the % of the deal allocated to retail to 30%. Remember, it's the banks buying the shares from the company and if their largest institutional relationships aren't biting in the size they need them to - they have to find demand somewhere else they're going to be on the hook for the delta between $135/sh and wherever the stock trades multiplied by the number of shares left in inventory. Find the demand - whoever and whatever it takes.

3) Banks are also pressuring the index providers to create forced buying as well across a ton of indices and their associated products. This has worked in some places and hasn't in others (credit to S&P for their backbone here). This will create a large amount of demand but I don't know the math here relative to the float coming public - if anyone has seen smart math here please share.

All and all, this is going to be a fascinating IPO to watch but I have next to zero interest in participating - I suspect I'm in the majority here.

[bubble boi @bubbleboi]

Pod bros message me about astera all the time asking me why I’m bullish.

It has nothing to do with copper, optics, retimers nada. That is their biggest business today so it makes sense why people anchor on that but I see what’s coming next.

The engineering problem Astera is solving with CXL & the stuff around it is extremely valuable. People think CUDA is a moat, lol not even close and you see it with ASIC-X. The real moat is the next step & Nvidia is losing badly there.

[Silicon Sorcerer @hackradios]

@paularambles Yeah but it's worth paying the taxes for. That's why they can get away with it!

[Oded Rechavi @OdedRechavi]

Most experiments fail, and negative results rarely get published. This means LLMs are unaware of the outcomes of most experiments.

[Silicon Sorcerer @hackradios]

@AnalyticaCamil1 He said a trillion dollars, didn't he? Go put in a market order for tomorrow morning right now!

[Silicon Sorcerer @hackradios]

Putting that in-house OCS to good use.

[SemiAnalysis @SemiAnalysis_]

With the introduction of the TPUv8t, their new training focused TPU, Google unveiled a new scale-out network architecture called Virgo. Virgo is able to interconnect up to 134,400 chips with up to 47 Pbps of non-blocking bi-sectional bandwidth. (1/4)🧵

[Silicon Sorcerer @hackradios]

@ThePupOfWallSt Accurate to how I feel right now

[Silicon Sorcerer @hackradios]

@basedjensen I'm headed to microcenter right now

[Silicon Sorcerer @hackradios]

Where do I buy them?

[SemiVision @ JPCA👁️👁️ @semivision_tw]

I love this socks

[Lib Development @Lib_Development]

Korean society: so how are people going to receive old age pensions if everyone in the country is old?

Korean government: well, we, uh

Americans coming around the corner with a literal truckload of money: Are you guys the people who make RAM?

[Silicon Sorcerer @hackradios]

@BenBajarin Oh fuck are we about to have another great ceramic capacitor shortage?

[Silicon Sorcerer @hackradios]

@HDMILicensing Thanks for sharing...?

[Silicon Sorcerer @hackradios]

@RahulGu15592324 @Aviation_Intel @AlexHollings52 Only in the public rendering 😉

[Silicon Sorcerer @hackradios]

@Aviation_Intel @AlexHollings52 Thankfully they also borrowed certain elements from other aircraft, particularly the canards!

[Silicon Sorcerer @hackradios]

@KurmudgeTV @OfAthenry It's fully autonomous once you lock onto a target

[Silicon Sorcerer @hackradios]

@Edward63561584 @IlirAliu_ Sarcasm