calvin

strong opinions, loosely held

[calvin @zirppls]

@anndrrson Looks cool! What’s the architecture / approach for the memory layer?

[calvin @zirppls]

@loungeriffs really liked this post. would to chat - DMs open?

[calvin @zirppls]

@amandaH_333 Think your dms are closed?

[calvin @zirppls]

@aakashgupta Can you explain what happened with Concentrix? It seems intuitive that productivity should be improved with AI at some level

[calvin @zirppls]

@dalibali2 I mean it’s down since the AI fervor started

[calvin @zirppls]

@acemoney21 That’s not really their job

[calvin @zirppls]

@tangentstyle Let’s not jinx it please

[calvin @zirppls]

@ConsensusGurus I mean they say it in their 10Q/K

[calvin @zirppls]

@fabknowledge Aehr 2.0

[calvin @zirppls]

@VetTechTrader What's the qualitative behind this?

[calvin @zirppls]

@seekinggarp @lfg_cap Plus u gotta account for cash generation in the next upcycle for that bv calculation

[calvin @zirppls]

@seekinggarp @lfg_cap Safe place to hide + HBM eating up ddr5 capacity creating tightly wound spring and potential secular shift in how ppl think about cyclicality of memory given hbm is more auto-like than PC / smartphone? Plus you've seen peaks at 2.3x bv

[calvin @zirppls]

@fabknowledge Maybe write-downs? My sense is H800 / A800s can be repurposed to back. It's just interconnect difference. Then I think tight demand will absorb any slack that China creates, at least for the next few Qs

[calvin @zirppls]

@fabknowledge Backwards looking though but I get your point

[calvin @zirppls]

@nachkari So I agree w the thesis that microcaps are undervalued and there are gems but how do you screen for stuff like this? Outside of acquisition / inclusion into broader index it seems like you're just fighting passive flows constantly

[calvin @zirppls]

@nachkari What are examples of low-risk high return small caps? Doesn't have to be current

[calvin @zirppls]

@TeamBandL @ISOxo_ @North_Warehouse @WhiteRabbitGrp @RadiusChicago @930Club @concourseproj @mutinymusiccltv @DDPWorldwide @wtfisDEF @Blueprintevents SD / LA????

[calvin @zirppls]

@SkeleCap Agree

Also I secretly love ff13

[calvin @zirppls]

@SkeleCap Ff7 enjoyer here