Venkat

[Andrew Feldman @andrewdfeldman]

Thanks @sama . We are excited to be building extraordinary things and blazing speeds with @OpenAI

[Venkat @venkyattwit]

@JoeyOnMarkets It’s better to come from open AI than cerebras. I would take any fall as a gift!!

[Venkat @venkyattwit]

@DeepValueBagger With this kind of fear and hatred, it may be good time to start adding $CBRS

[Venkat @venkyattwit]

@batuhanppn 100

[Venkat @venkyattwit]

@JitendraEmmani What do you think the main reason? Population or income disparity or visa reciprocity or anything else?? When all the gvts failed to control the population increase, you cant outright change in 10 yrs. Chinese passport is also in similar situation due to population nd reciprocity

[Venkat @venkyattwit]

@poojaofficial5 @RealShiksha If you need to go from terminal 2 to 4 or vice versa, you need transit visa as it goes through immigration.

[Venkat @venkyattwit]

@yianisz Do you think $CBRS in same category?

[Venkat @venkyattwit]

@Venu_7_ @LeaderInvests How big is your cerebras position interms of your portfolio

[Venkat @venkyattwit]

@Malinrec @aleabitoreddit Same question! Not sure what’s this drama about opportunity pipeline expanding to big numbers but no order backlog

[Venkat @venkyattwit]

@safiranand Low-fat yoghurt is good option. Mix with little bit of salted groundnuts it tastes pretty good.

[Venkat @venkyattwit]

@WisemanCap True.. if people look at 2021 eps and the valuation, people won’t pump it this much

[Venkat @venkyattwit]

@WisemanCap That may be because today Nvidia profits are based on 70 to 80% margin. With custom asics, who knows how much margin and market share Nvidia can get!

[Venkat @venkyattwit]

@Kente_Clarke @tien_huynh7682 Nokia is not into CPO theme. They are in data centre to data centre optical connection. For non technical people everything is optics and lasers :)

[Venkat @venkyattwit]

@asianinvestors It’s peak will be in 2028 or 2029 earnings wise. I think it might go up for one more year. The amount of money they can generate in these three years could be enormous

[Venkat @venkyattwit]

@aleabitoreddit Xfab is one thing I can agree with you fully. It’s not only silicon photonics but it’s also exposed to robotics through its main auto customer. I am more bullish on Xfab than the others.

[Venkat @venkyattwit]

@Million_Sancet At least one sensible post on that hiring post. People who don’t know the difference between rf and mm wave role and photonics role are bullish on the stock.

[Venkat @venkyattwit]

@Sigurd_Drivenes @SiversSemicond They are trying hard to pump the price every possible way and meanwhile insiders selling entire positions

[Venkat @venkyattwit]

@BULLOFBRITAIN Pumped by a twitter handle

[Venkat @venkyattwit]

@emilhartela There is something called graphene-tim. There is a company called SHT got some Nvidia contract. It might be worth looking into.

[Venkat @venkyattwit]

@WisemanCap @JYukariHero You mean poet is junk? Some twitter handles making merry of it!