siflower

economics/finance enthusiast, tennis player, piano student, francophone

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@aleabitoreddit Market is taking profit prior to CPI report tomorrow?
I added $MRVL.

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@aleabitoreddit To his defense, he also picked $MRVL. Just that $MRVL is also picked by $NVDA, is a physical and necessary semi supplier of asic chips and photonics.

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@aleabitoreddit Can he say Samsung and SK Hynix the next $2T companies to stop the selloff?

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@Simipandaface @aleabitoreddit Probably transcripts of his talks at Computex.

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@aleabitoreddit @darkseidzz By the same token, memory stocks took a beaten at the news of Rubin DRAM cut. Now I see why MU's forward P/E is low, market anticipates slowing growth, not a sign of mispricing to buy more.

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@ParadisLabs Input cost can't just keep going up. Rubin DRAM cut, GOOG seeking to lower cost by reducing capex to AVGO, companies starting AI budget cap.

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@mkfilko @21mattsmith1998 @BoostRunGPUs What do you think about rising cost of compute, and recent news on companies capping AI expense? More DCs doesn’t necessarily bring down the cost much due to rising input cost. All that would cause revenue/margin pressure to DCs?

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@shanaka86 Usual money rotation out of high flyers, memory stocks further hammered by a hit piece about expected lower ASP, at the end of tech earning season to front run bank ERs next month.

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@aleabitoreddit You were banned from it. Sounds like their growth is likely limited by their policy and member base. And chip and infra still draw all the capex.

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@garyblack00 @Vivek4real_ Many more profitable AI alternatives too, with earning records after records, plus liquidity for SpaceX. What does bitcoin earn?

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@DarioCpx Why are you always the fear monger?

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@ParadisLabs Isn’t there rumor that $GOOG wants to cut out $AVGO to cut out the middleman? Then potential deal with $MRVL would not make sense either.

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@aleabitoreddit But $NVDA invested in $LITE and $GFS also has $LITE in its PDK?

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@andiamonow I'm long $SIVE but cautious. Earlier GFS's presentation had $SIVE and $LITE, and I expect GFS'd also offer $COHR or whatever lasers customers want. Wrt SC risk, $SIVE has the most risk w/o owned foundry and proven yield. Today's 'news' 'recyled' this info to fend off the short.

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@BULLOFBRITAIN I’m long $SIVE. An early $GFS presentation had $SIVE and $LITE as options for their PDK, and I don’t expect these will be the only ones, as customers can choose any. This is recycled today to fend off the short sellers and the hit piece yesterday. Stock got way over extended.

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@CPAGorilla Got it, thanks for the explanation. I made it a rule for myself not to trade AH.

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@aleabitoreddit @sdinakar7 Fundamentally $MRVL just gave a great ER and guidance, and $NVDA will help $MRVL get to $1B.

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@ParadisLabs I bought at $199 after seeing your post, thanks! I guess CRDO is not $MRVL with NVDA's $2B investment. Should've known that of course Jensen would pump his investments.