InvestmentBiker

Semi’s / Technology/ Industrials. Views my own. Nothing here constitutes an endorsement or investment advice.

[InvestmentBiker @TimmSM4]

@elonmusk @p_ferragu A achieve a linear relationship between energy and intelligence = as big a game changer

[InvestmentBiker @TimmSM4]

@lithos_graphein Rumours of the death of lithography are exaggerated?
😎

[InvestmentBiker @TimmSM4]

@jukan05 The expert calls I’ve had = dubious quality.

Usually someone who left a company >9months ago making bold claims about what they expect / believe is happening.

Bold commentaries drive repeat bookings.
Show business

[InvestmentBiker @TimmSM4]

@munster_gene The issue for NVDA is duration of its competitive advantage.

The “AI Factory” monologues stopped working after GTC Paris 2025

[InvestmentBiker @TimmSM4]

@BenBajarin $2bn of ‘demand’ ….. *not* $2bn of purchase orders

That’s the difference

[InvestmentBiker @TimmSM4]

@meng59739449 Any dollar that company spends on an accelerator is wasted …. Save it for stuff with a chance of success

[InvestmentBiker @TimmSM4]

@dnystedt @austinlyons @MicronTech @NVIDIAGTC 😂 … “every little helps”

[InvestmentBiker @TimmSM4]

@AnushElangovan @Meta If you keep giving away 10% of yourselves to every customer ….. there won’t be much left

[InvestmentBiker @TimmSM4]

@Lucknowcapital In my experience

NVIDIA is the most hated stock in America among professional money managers …..

[InvestmentBiker @TimmSM4]

@AnushElangovan Are you not transferring more than 30% of the stock agreed under the OAI deal at the first 1Gw?

[InvestmentBiker @TimmSM4]

@Alex_Intel_ Just moments after fully autonomous self driving and the Tesla Roadster 2

[InvestmentBiker @TimmSM4]

@meng59739449 Credible source ?

[InvestmentBiker @TimmSM4]

@Dr_Gingerballs @threadreaderapp unroll

[InvestmentBiker @TimmSM4]

@Alex_Intel_ @BenBajarin @magicsilicon It’s actually scary how much clean room they have ….. under utilised ….. for now

[InvestmentBiker @TimmSM4]

@chamath 👍

[InvestmentBiker @TimmSM4]

Chamath / Blackadder

[InvestmentBiker @TimmSM4]

@TFS_Airport
other airports have modern security equipment. - you don’t need to separate fluids and electronics

A sign saying your airport still requires everything separated

would help your airport be more efficient …. And could improve the attitude of your staff 😎

[InvestmentBiker @TimmSM4]

Insightful but also likely subjective

Long $NVDA / short $AVGO
Long $AMZN / short $META
Long xAI (privately) / short Open AI (privately)
Long $AMD / short $INTC

https://t.co/rnXuikhwq7

[InvestmentBiker @TimmSM4]

@elonmusk Which bit?

[InvestmentBiker @TimmSM4]

@michaeljburry What motive do Nvidia customers have to buy chips they don't need?