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Rihard Jarc
9,402 posts
Rihard Jarc
@RihardJarc
Researching and investing in tech (AI, cloud, semiconductors, platforms). DMs open. Tweets are only opinions.
Joined January 2016
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00:00- It's not about GPUs anymore; it's all about POWER. A comment from a $GOOGL employee working on datacenters: Getting GPUs and TPUs is not a bottleneck. "Power, lack of available power, reliable power has become the biggest bottleneck for us." on @AlphaSenseInc
- This is crazy. $INTC is so hated by the market right now that it is now trading at Tangible Book Value! Tangible Book Value is normally what shareholders get if a company goes bankrupt.
- I said it before and I’ll say it again, investors are sleeping on $ORCL. One of the most pure AI plays IMO. My third largest portfolio position now.
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- I have nothing against shorting a stock. Although I would not be short $TSLA because of Elon. But how can you ask the CEO of a company you are shorting to come and join you (aka put money) in your friendly charity endeavors. That is crazy, seriously.
- Over 40% of $NVDA's revenue is Inference today. But because of Chain of Reasoning models (like the o1 model) Jensen said it is about to go up by a billion times. This is the industrial revolution!
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