HHM7156896468754325789

[HHM7156896468754325789 @HarrenhalCap]

@SemiAnalysis_ You're misreading that. They're saying the product revenue is primarily TPU, not that their product revenue is their primary source of revenue.

[HHM7156896468754325789 @HarrenhalCap]

@FundaAI ...lot of words for 5% upside to sales in a bull scenario.

[HHM7156896468754325789 @HarrenhalCap]

@RagingVentures H100 is last-gen. Its rental price is now dominated by supply and mix, not end-demand: the 2023–24 Hopper buildout is fully online and flooding the secondary/rental market just as Blackwell (B200/GB200) becomes the part people actually want.

[HHM7156896468754325789 @HarrenhalCap]

@P_Remarks May I meet you?

[HHM7156896468754325789 @HarrenhalCap]

@MattLoszak Yes, a startup is going to figure out how to make a single crystal turbine blade 3 feet long…totally.

[HHM7156896468754325789 @HarrenhalCap]

@AlexLuck9 Would think they care about their energy security.

[HHM7156896468754325789 @HarrenhalCap]

@willis_cap I lol’d

[HHM7156896468754325789 @HarrenhalCap]

@jvisserlabs @grok why is “everyone except Microsoft failing it” according to this tweet

[HHM7156896468754325789 @HarrenhalCap]

@JuliaGledhill That’s the principal of their debt obligation, not there interest payments. You pay interest on the principal.

[HHM7156896468754325789 @HarrenhalCap]

@2112Power @HadrianInc @SecWar What specifically do you make?

[HHM7156896468754325789 @HarrenhalCap]

@buccocapital But what did he mean by this?

[HHM7156896468754325789 @HarrenhalCap]

@fabknowledge So sayeth the Bally pod analyst

[HHM7156896468754325789 @HarrenhalCap]

@FoolAllTheTime It’s not zero sum though?

[HHM7156896468754325789 @HarrenhalCap]

@ColbyBadhwar NDAA doesn’t matter for topline…it’s a policy bill.

[HHM7156896468754325789 @HarrenhalCap]

@lfg_cap “But what if the tariff announcement is gud?”

[HHM7156896468754325789 @HarrenhalCap]

@MadsPosting Sell-side analysts be like

[HHM7156896468754325789 @HarrenhalCap]

@YellowLabLife Plants don’t need to be watered every day

[HHM7156896468754325789 @HarrenhalCap]

@ColbyBadhwar Thanks!

[HHM7156896468754325789 @HarrenhalCap]

@Liftthatbid @RagingVentures No sources listed. Beautiful.