Daily Alpha · Substack
· Midday Alpha · by Buzzberg Research
Outlier Capital frames power and heat as the two walls the GPU trade keeps hitting, and Damnang addresses the HBM4 despec and where Vera Rubin is headed.
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Substack - Outlier Capital
Outlier Capital: power and cooling are the two walls the GPU trade keeps hitting
The post argues the rack is no longer a computer but a power plant that happens to contain GPUs, and names five stocks that own the watts, the heat rejection and the integration.
The first wall was power; the second was heat.
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public excerpt
299 chars read
Substack - Damnang’s Substack
Damnang examines the HBM4 despec and where Vera Rubin is headed
Damnang Research's post covers the truth about the HBM4 despec and where Vera Rubin is headed.
Source →
public excerpt
389 chars read