Ken

[Ken @kenarwong]

@deba2dxr "You climbed Mt. Everest. Whatever. Now go lay down and die, so I can feel better about myself."

[Ken @kenarwong]

@fmfollowup @0xtechquity Yes. If he thought revenue and operating profits was nuts. Then, efficient bottom line profitability is what you want to see in one of the highest capex intensive, fixed cost industries.

And they're currently building to double fab count. Economies at scale in acceleration.

[Ken @kenarwong]

@0xtechquity And COGS

[Ken @kenarwong]

@0xtechquity Take a look at net margins over last decade

[Ken @kenarwong]

@annmarie And will exacerbate on more data center regulation

[Ken @kenarwong]

@benitoz Anyone that thinks a software library or a chip keeps competition at bay, probably never took a comp arch or comp sci course.

It's called Hardware / Software Co-Design.

The "moat" is whoever can best leverage computing architecture to optimize processing algorithmic paradigms.

[Ken @kenarwong]

@ohhushreads @hicharliecotton @AOC She's not wrong, but she is naive.

[Ken @kenarwong]

@ecommerceshares Cost is their biggest concern... You think that comes for free?

[Ken @kenarwong]

As I get older, I'm realizing that I was part of a generation that had to learn about computers as a means to an end. Whereas the generation after me had learned it as a sense of identity.

It makes so much more sense to me now why they are so resistant to AI doing their tasks.

[Ken @kenarwong]

@DudeWhoInvests Bull case stopped being Office a long time ago

[Ken @kenarwong]

@LizThomasStrat I love these charts 👍

[Ken @kenarwong]

@kokona_alps Come to Kaohsiung

[Ken @kenarwong]

@tculpan @AnthropicAI @OpenAI Rare but not unusual. They've invested in ASMl, ARM, and SMIC. Typically key players they have insight into.

[Ken @kenarwong]

@brksbrksbrks Yea it's a firehouse of rumors that only works on social media. No signal there.

[Ken @kenarwong]

@enggirlfriend

[Ken @kenarwong]

@elsaprofitable Sure, it's all morally wrong. But, bear in mind:
- Asian men get 0 sympathy for stereotypes
- Asian women exploit fetishism to their benefit

Until either of these no longer exist, then your complaints will fall on deaf ears.

[Ken @kenarwong]

#TSMC

[Ken @kenarwong]

@ai1_electronics @Midnight_Captl This is the most obvious evidence, but everyone's imagination is running wild. 🤷

[Ken @kenarwong]

@Midnight_Captl Here's a response from the Singaporean govt on the WSJ article that de-editorializes the nature of the investigations

[Ken @kenarwong]

@jukan05 While plausible, these aren't reports. They are just speculating.