SNL

A bad investor trying to get by…

[SNL @stevcapital]

@arithesis glass core substrate, also there are new suppliers being qualified for T-glass, and their biz selling glass fabric for pcb is getting increasingly crowded

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@MidwestHedgie yes she’s amazing

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@pcbanalysis how tight is hvlp4 right now?

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@ContrarianCurse “here’s a bottleneck you’ve never heard of”… stock is up 300% in 3 months, and all of asia is long it already…

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@Compute_King @RYANHINGSHING 长川的嘛？

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@txgermanbre @NataliaZarina yes but the harness sucks and so it’s still unusable.

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@paurooteri isn’t this well known information?

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@jukan05 arm v8? not v9?

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@Trendulkar not really, because you wouldn’t be able to tell which tweet he will send when, and so you might constantly be caught offside 🤔

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@zerohedge @agnostoxxx

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@rubicon59 specific example?

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@WSJ no shit captain obvious…

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@vikramskr @ResearchQf yeah this is confusing. they don’t have a NVLINK CPO switch yet, so how can it be scale-up?

[SNL @stevcapital]

@zephyr_z9 the nvl576 rubin ultra is same…

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@bubbleboi err the lasers are external now?

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@lisasufanclub isn’t it because they have a CB?

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@altcap where do fabless semiconductor companies fit in here…? technically is just a bunch of r&d talent?

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@ContrarianCurse it feels like this… but the market cap of all the optics names combined is tiny, compared to anything else in the AI space. how much capital can there possibly be in the space…

[SNL @stevcapital]

@stfbutnou because most people have no clue about how any of this works…