Kris Powers, CFA

Here to learn

[Kris Powers, CFA @kparbitrage]

Interesting... I always kind of wondering if this dynamic existed when DDR upgrading from 3 to 4 to 5 or whether these upgrades were relatively meaningless from a pricing perspective.

I recall the transition from DDR3 to DDR4 caused pricing to increase significantly but the narrative there was the die size increase per GB. Thanks!

[Kris Powers, CFA @kparbitrage]

@LowAlphaHighVol Interesting table. Thanks for sharing. Where's the data from?

[matthew sigel, recovering CFA @matthew_sigel]

🚨NVDA B200 rental prices spike +35% this month to all-time high > $6/hour

[tphuang @tphuang]

TrendForce update on Q4 DRAM sales. Watch just the huge growth YoY on revenue from the Big3.

Samsung & SK are just raking it in w/ 43% & 25% QoQ growth respectively.

Others is CXMT + other Chinese players is up 44.5% QoQ to 3.78B.

As such, CXMT is already bigger than SMIC in revenue & growing fast. We will see its quarterly earning this year as it IPOs. It is now likely close to 7% mkt share, but capacity is much higher.

As its yield goes up & move into more higher priced chips, its share likely goes up even more.

[Kris Powers, CFA @kparbitrage]

@KobeissiLetter It’s 18 million shares and not 1.8%. Look at the y axis. It says e^7.

You should repost the chart with % if you can as that would be more insightful.

[Sam Altman @sama]

Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our product offerings.

OpenClaw will live in a foundation as an open source project that OpenAI will continue to support. The future is going to be extremely multi-agent and it's important to us to support open source as part of that.

[Kris Powers, CFA @kparbitrage]

@StockSavvyShay @fiscal_ai It’s not the same machine! lol

Misleading to just say it’s their monopoly power. The machines get upgraded and more productive and that increases their price.

[Wall St Engine @wallstengine]

Anthropic raised its 2026 revenue forecast by ~20%.

It now sees revenue up to $18B in 2025 and $55B in 2026, and lifted its optimistic 2025–2028 path by ~40%.

On that track it reaches ~$148B in 2029, while projecting $100B+ in model training costs by 2029 and a later timeline to go cash-flow positive.

Source: The Information

[Kris Powers, CFA @kparbitrage]

@sam_badawi He literally says by the end of next year in the interview … so end of 2027. Where is “THIS YEAR” coming from?

[Kris Powers, CFA @kparbitrage]

@jukan05 Sandisk’s poor execution and low market share regarding eSSDs is well known by the market but arguably this leaves significant room for upside for them:

https://t.co/kClcVfrkY3

[Kris Powers, CFA @kparbitrage]

@zephyr_z9

[Kris Powers, CFA @kparbitrage]

@zephyr_z9 DRAM WFE investment has also been elevated for a while although still too low IMO:

[Dan Nystedt @dnystedt]

Taiwan electronics assembly giant Pegatron forecast triple-digit growth for its AI server business this year, led by shipments of Nvidia GB200 and GB300-based servers as well as some ASIC-based servers, media report, citing Pegatron executives at their year-end banquet. 1/2 $NVDA $TSM #Pegatron https://t.co/5IRTmgsJvr

[Dan Nystedt @dnystedt]

Taiwan electronics assembly giant Pegatron forecast triple-digit growth for its AI server business this year, led by shipments of Nvidia GB200 and GB300-based servers as well as some ASIC-based servers, media report, citing Pegatron executives at their year-end banquet. 1/2 $NVDA $TSM #Pegatron https://t.co/5IRTmgsJvr

[Kris Powers, CFA @kparbitrage]

@ChipsandWafers This includes memory chips fabbed by SEC and SK Hynix in China, right? I.e. it is not just domestic players production and exports