gooner

axie mäcklare, farang-stamiss
Köper högt säljer lågt
work hard play hard

[gooner @moneymangobango]

@chamath @typesfast @grok what company is he talking about?

[gooner @moneymangobango]

@Daniel_OptiRate tror typ de va mjukvarusentimentet, eller kanske blandning

[Yiannis Zourmpanos @yianisz]

The biggest takeaway from tonight isn’t $MSFT vs. $META. It’s what this means for the entire AI infra trade.

$META actually delivered a better capex outcome than feared by tightening its guidance rather than raising the ceiling again.

But unlike Microsoft, it still hasn’t shown the same direct link between AI spending and revenue acceleration, so the market remained unconvinced.

That’s bullish for the companies building the AI stack: $NBIS providing AI cloud capacity, $AEHR enabling AI chip burn-in, $AAOI $LITE and $COHR supplying optical connectivity, $TSEM manufacturing silicon photonics, and $MU and $SNDK supplying the memory that powers it all.

The question is no longer whether AI demand is real. Microsoft just showed it’s becoming AI revenue.

[gooner @moneymangobango]

@BenkeBank @v1ggol Förutsatt att man landar dom som man säger...

[gooner @moneymangobango]

@BenkeBank @v1ggol Tänkt likadant, oroar mig bara att blankarna aldrig täcker.

[gooner @moneymangobango]

@AFV_Analys @AFV_Rydell Nån som är sugen på att ge en sammanfattning?

[gooner @moneymangobango]

@Daniel_OptiRate @stckpkr Det har du säkert rätt i!

[gooner @moneymangobango]

@Daniel_OptiRate @stckpkr Sen kan väl Ray dessutom köras på UIH:s maskiner om kineserna börjar välja mer inhemsk hårdvara?

[gooner @moneymangobango]

@BenkeBank Så blankat också, kan man hoppas lite squeeze kanske?

[gooner @moneymangobango]

@mask____inen Känner igen mig