Silicon Capital

Silicon Valley engineer turned investor/researcher - specializing in semiconductors, computer hardware, AI, batteries, robotics and cryptocurrency.

[Silicon Capital @siliconcap]

@DollarCostAvg Good choice my friend

[Silicon Capital @siliconcap]

@Mindset4Money_X @Duxfortunae 😂😂😂

[Silicon Capital @siliconcap]

@Mindset4Money_X Because NVIDIA market cap is just too big

[Silicon Capital @siliconcap]

@TedHZhang Curious to know about $BE hardware reliability if anyone has any insights

[Silicon Capital @siliconcap]

@LogicalThesis Facts

[Silicon Capital @siliconcap]

@oguzerkan 💯

[Silicon Capital @siliconcap]

How come Neoclouds didn’t sell off when $SPCX sold compute to anthropic?

Another excuse for a sell of on names that have run up like the deepseek scare. These companies will be fine

@grok fact check me

[Deirdre Bosa @dee_bosa]

So... are we still compute constrained? If Meta has excess compute... SpaceX has excess compute to sell...and the neoclouds are selling off on this news...

What exactly is scarce?

[Silicon Capital @siliconcap]

@ariaradnia Yeah but people lost their love for it $MU is the new $NVDA

[Silicon Capital @siliconcap]

@CKCapitalxx Yeah sentiment is just terrible

[Silicon Capital @siliconcap]

@CKCapitalxx Time to buy

[Silicon Capital @siliconcap]

@CKCapitalxx Yeah pretty insane nice job man

[Silicon Capital @siliconcap]

@ariaradnia $IFNNY and $STM are great

[Silicon Capital @siliconcap]

It is too early for robotics.

Except for Tesla FSD

[Herbert Ong @herbertong]

🚨 Tesla has begun engineering testing of its first production Cybercab in Austin, Texas! $TSLA

[Silicon Capital @siliconcap]

@adcock_brett I respect the valiant effort but you are too early my friend. Investors should visit a Tesla factory (especially the one in China) to understand how far away these robots truly are.

[Silicon Capital @siliconcap]

Physical AI will suffer the same fate as Lidar/batteries/EV companies in the early 2020s

The technology is still a few years out. Likely until 2030 when the AI buildout has been enough to serve/replace traditional enterprise software and AI models improve significantly, memory/chip prices come down etc

People will still make a lot of money from trading physical AI stocks before they crash like $OUST etc

[Citrini @citrini]

Physical AI seems to be having a moment

[Silicon Capital @siliconcap]

@xItsTinnyx >$1500

[Silicon Capital @siliconcap]

$OUST will be the next $LAZR

[Silicon Capital @siliconcap]

Looks like we don’t need that second job at Wendy’s $wen

[Silicon Capital @siliconcap]

@CKCapitalxx If Micron doesn’t print we are all fucked

[Silicon Capital @siliconcap]

@CKCapitalxx If Micron doesn’t print we are all fucked

[Silicon Capital @siliconcap]

Market corrections like this will be what prevents the AI buildout from being a bubble, along with the shortage of watts and wafers @GavinSBaker

[CK Capital @CKCapitalxx]

Markets just took another nose dive.