strictrope

Zephyr fanboy. Bagholding $MU, $DRAM, $INTC

[Zephyr @zephyr_z9]

Server CPUs are flying

[strictrope @strictrope]

😮‍💨😮‍💨

[The Earnings Correspondent @earnings_guy]

$INTC (Intel) #earnings are out:

[strictrope @strictrope]

@wadestotts @steve2bacon you today

[strictrope @strictrope]

@orrdavid Yeah Intel earnings after hours. Tune in

[strictrope @strictrope]

@RJCcapital Oracle

[Zephyr @zephyr_z9]

@scaling01 larger

[strictrope @strictrope]

@benjii @bubbleboi I don't make the rules bro

[strictrope @strictrope]

@TheBigBerbowski Same

[strictrope @strictrope]

@yuzu_4ever Seems like a waste of energy fearing something you can't control

[BULL OF BRITAIN @BULLOFBRITAIN]

I think the most bullish sign no one is talking about is Gemini ARR going up when its absolutely shit.

Imagine a good products ARR

[strictrope @strictrope]

@benjii Me and @bubbleboi are about to buy Jamaica

[strictrope @strictrope]

@Abdullah_Liquid @Kente_Clarke I didn't sell lol

[strictrope @strictrope]

@hamids @elonmusk 🤔💭Goodwill with Tesla and SpaceXAI?

[strictrope @strictrope]

@degenerateMew2 🤔🤔

[strictrope @strictrope]

Memory demand is agnostic

[SemiAnalysis @SemiAnalysis_]

BREAKING: GOOGLE CLOUD GENERATES REVENUE PRIMARILY FROM THE SALE OF TPU SYSTEMS! $GOOG

Google Cloud has shifted from being a cloud to a hardware vendor, and this quarter was the first time they said "primarily" with meaningful language change. Is this Google bowing out of the race as they shift to becoming an NVIDIA competitor versus a hyperscaler? More on the call soon 🤞

[strictrope @strictrope]

@steve2bacon What's your onlyfans?

[Gene Munster @munster_gene]

$GOOG CFO says TPU sales are recognized in the $514B in Cloud backlog. The TPU number is small and will become more measurable in 2027.

Bottom line: TPU does not move the needle for GOOG and is not competitive enough to measurable hurt $NVDA.

[strictrope @strictrope]

@bangzstck Tomorrows the day 👀👀

[strictrope @strictrope]

@hoomansv Bro probably still AMD rich

[strictrope @strictrope]

@Bot1796954 🙏🙏

[strictrope @strictrope]

Not losers 🥹🥹

[high cagr @HiCagr]

$GOOGL CAPEX FROM $195B to $205B