Arun

[Arun @realforestpark]

@GavinSBaker What a hypocrite you are? Nvidia benefits a lot from open source like HBM. What Nvidia contribute to open source community? Just to benefit from others innovation??

[Arun @realforestpark]

@watchmanpat @solidwillity No more moat in software.. Claude write the kernels..just google a little..

[Arun @realforestpark]

@BenBajarin @LisaSu For hyper scalers, they want diversity, and they want open sources, don’t want to stuck with closed ecosystem with leather tax., Don’t you aware of this? Btw once the Neo clouds are gone (big hyper scalers will eat them ) Nvidia demand will go down..

[Arun @realforestpark]

@jimcramer You better retire. You are the meme now.. just stay at home..

[Arun @realforestpark]

@treasureh8nter Just like zen3, which surpassed the competition, every single one started adopting EPYC, likewise MI500 will be huge and will eventually everyone will adopt this.

[Arun @realforestpark]

@MikeLongTerm @OpenAI @AnthropicAI @Kimi_Moonshot You left Meta’s muse spark

[Arun @realforestpark]

@TradexWhisperer There will a new player from China for non IP products..

[Arun @realforestpark]

@Colosteve2000 @intelfabs What about Nvidia, Avgo and the rest of the world? Would Intel able to beat Samsung? I don’t think so.. Intel just pumped up by govt with no real competitive fabs vs Samsung and tsmc..

[Arun @realforestpark]

@TheAIShrink @MikeLongTerm @AnthropicAI @AMD Nvidia’s chips are expensive. Amd is cheaper and power efficient than Nvidia. Amd got better gpu, cpu .. Amd will do the same what it did with Intel..

[Arun @realforestpark]

@treasureh8nter Anyways, we will know by end of this year, or early next year.. cheaper model is the new theme now, after ChatGPT’s 54% cheaper price and Meta’s muse spark’s affordable price.
Everyone needs to adopt AMD to compete with these two. Interesting next 2 years.

[Arun @realforestpark]

@treasureh8nter Don’t you think it will hit 150B in 2028? Considering both agentic Ai for cpu and Helios demand?
Now AI narrates to cheaper model.only AMD could offer cheaper and efficient chips.

How muse spark and GPT 5.5 offer cheaper model? Amd in play.

[Arun @realforestpark]

@MrMikeInvesting The Neo clouds will disappear soon. Meta and OpenAI offering cheaper models now.,

[Arun @realforestpark]

@mooreslawisdead @MrFister350 Better just bring the tech content and stay away from geo politics.

[Arun @realforestpark]

@MikeLongTerm @elonmusk There are huge un used waste land available, all they need is renewable energy.. data center in space? Who gonna fix broken wires? In my opinion it’s all hype.

[Arun @realforestpark]

@HyperTechInvest Neo clouds are Nvidia proxies,they will disappear soon. If this is true, huge boost for AMD. Meta and AMD are partner at all levels. Will they reveal at July 22nd event?

[Arun @realforestpark]

@StockSavvyShay All these Neo clouds are Nvidia proxies, it was propped up by Nvidia. All these will disappear when Nvidia loses its momentum or AMD shows up.. big guys like Google , msft will swallow these guys..

[Arun @realforestpark]

@MilkRoadAI These Neo clouds are Nvidia proxies, these guys will disappear, once Jensen stopped funding..big guys will swallow these guys..all these posts are fake.

[Arun @realforestpark]

@FindleysFinance @FI_Trader88 Tech illiterate, comparing orange and apple.

[Arun @realforestpark]

@MikeLongTerm @AMD What’s the price target for 2027?

[Arun @realforestpark]

@StockSavvyShay @FuturumEquities Pump pump..