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21:10
Apr 06
@itsDanielWu
This assumes a 200+ GW DC pipeline was priced into both sets of stocks. Hyperscale capex expects def don’t allow for that much through end o…
04:04
Apr 06
@itsDanielWu
@buccocapital ?? It’s cash flow that Zuck is free to use!
05:18
Mar 24
@itsDanielWu
@CompoundingUp If you are not exclusively using tabelog, you are doing it wrong. A 4.9* Google rating could be the worst food you eat in T…
23:39
Mar 19
@itsDanielWu
@niubi Because this supposedly exhaustive forensic investigation literally got the main character wrong by confusing Huang Youlong for Tang …
APP
MED
12:11
Mar 12
@itsDanielWu
Finally a sensible take on natgas and helium w.r.t Taiwan semis.
23:50
Mar 11
@itsDanielWu
This is kind of like implying Klaebo bursted uphill in skis at 11mph pace so should run a full uphill marathon in 2.5 hr.
SNDK
MED
22:37
Mar 07
@itsDanielWu
@anissagardizy8 OAI declined the expansion because it doesn’t want to add more GBs when VRs will be available, yet your last bullet says the…
01:01
Mar 04
@itsDanielWu
@dylan522p @SemiAnalysis_ @TradeADMIS @ash_locked Yes there is only a brief section below the disclaimer/citations so was wondering if I had…
00:25
Mar 04
@itsDanielWu
"Below, we discuss the shifting constraints, what it means for equipment vendors of onsite gas solutions like GEV, CAT and Bloom Energy, equ…
21:10
Mar 03
@itsDanielWu
@BenBajarin @JulienTechInvst Those #s are indeed way off. Typos within the report. Text states 3.7m TPUs in CY25; table shows 1.75m for CY25…
AVGO NVDA
MED
21:16
Mar 02
@itsDanielWu
The pace at which nothing ever happens is blistering.
06:40
Feb 28
@itsDanielWu
https://t.co/aXh8tt7yaP
21:11
Feb 27
@itsDanielWu
@blondesnmoney https://t.co/mHyNJyOesE
20:28
Feb 27
@itsDanielWu
@jake_ayes @zephyr_z9 Zero way 20-25% bit growth once new clean rooms come online will offset the 80% crush in price when S/D normalises. …
SMH
HIGH
10:38
Feb 26
@itsDanielWu
@ShanuMathew93 There’s plenty of anecdotes on X and reddit where people are claiming to spend $2000+ in API tokens through their $200 Claude…
01:28
Feb 26
@itsDanielWu
Can someone help me reconcile "nearly 9 GW of infra on Blackwell deployed today" and Jensen's claim of ~$50bn capex per GW with ~$35bn going…
NVDA
MED
00:45
Feb 26
@itsDanielWu
@lfg_cap Adj. opex now includes $1.9bn of SBC so more like $5.6bn vs $5.33bn est but yes you can say that still doesn't make sense.
23:27
Feb 25
@itsDanielWu
Fantastic. Agree with 99% of this. The only thing I would flag with a ? is "significant economic value" of agentic [coding/AI]. CC/Codex e…
23:14
Feb 25
@itsDanielWu
@insane_analyst What are the main factors that customers consider when deciding bw ACC and AEC?
10:37
Feb 24
@itsDanielWu
Can’t believe we’re still discussing vibe coding as the (strawman) threat to SaaS. Apoorva Govind (@Appyg99) Vibe coded apps aren’t replaci…
QQQ
MED
09:31
Feb 24
@itsDanielWu
@KairosPraxis Another 500% to go to confirm AI winner status.
08:35
Feb 24
@itsDanielWu
@JapanDeepValue1 The closer you start to zero, the faster you get to zero.
06:10
Feb 24
@itsDanielWu
@BucknSF No one will need to eat when those $LLY orfo pills hit the shelves.
05:45
Feb 24
@itsDanielWu
Long $NET because it’s been decimated to checks notes 104x 2Y fwd P/E. Adjusted. No gaap earnings to see here.
NET
MED
22:35
Feb 23
@itsDanielWu
@zephyr_z9 @RHouseResearch Think he said something like $50b per GW with $30b for servers and $20b for everything else.
04:09
Feb 23
@itsDanielWu
If humans are increasingly and permanently removed from production lines, why do we need industrial humanoid robots rather than some other f…
02:12
Feb 19
@itsDanielWu
Should always be the default, but especially right now. Unemployed Capital Allocator (@atelicinvest) Since I love arguing / dunking so much…
05:14
Feb 18
@itsDanielWu
@TheLAPurchaser Yeah that ~MSD% delta is more consistent with what I've seen. Though the Rubin ICMS might change that if the attach rate is …
05:04
Feb 18
@itsDanielWu
Guess we're gonna find out soon just how much demand exceeds supply. https://t.co/nLquGMWmiN
05:44
Feb 17
@itsDanielWu
It's interesting watching how divergent AI vs robotics progress is in China. AI is extremely resource constrained so Chinese labs are doing…
00:33
Feb 17
@itsDanielWu
@malinvested https://t.co/C6uaEPT2jN
23:31
Feb 14
@itsDanielWu
Can’t wait till LinkedIn finds out about this in 3 months https://t.co/b3Rj3l3RG5
02:40
Feb 13
@itsDanielWu
$MU Wolfe conference Q: do you still see your HBM share in-line with your commodity DRAM share this year? A: "No, we've not given an update…
02:25
Feb 13
@itsDanielWu
An interesting point from the $MU CFO at Wolfe conference regarding LTAs and how this time is different. When $GOOG was spending $30bn in ca…
01:17
Feb 13
@itsDanielWu
Approaching village bicycle status. https://t.co/13vbvaf5jn
11:25
Feb 12
@itsDanielWu
https://t.co/JDFwE1s51r https://t.co/hBbShXwV64
10:34
Feb 12
@itsDanielWu
Yeah...Stripe is never coming public. https://t.co/CVZbUp77Bt
04:17
Feb 12
@itsDanielWu
$APP $U Listening to Adam and Matt answer questions, it is very clear who knows his business cold and who played D&D once when he was 12…
04:01
Feb 12
@itsDanielWu
$APP Adam basically confirming there is some hidden advantage of using Axon UA in MAX mediation that doesn't exist if using some other media…
02:49
Feb 12
@itsDanielWu
Feels like some important context was left off here... The HBM shortage/bottleneck is only half of the message. Below is the full response t…
22:53
Feb 11
@itsDanielWu
What happens when $RDDT becomes increasingly filled with bots, AI slop and SEO slop? https://t.co/cAulQtXzrk
07:20
Feb 09
@itsDanielWu
And there we have it. $APP https://t.co/Wd1Kwj5o9d https://t.co/JXOVhKLYPV
20:56
Feb 06
@itsDanielWu
https://t.co/mkhKbCCxdD
20:56
Feb 06
@itsDanielWu
Wrote a thought piece on $ADBE reflecting on why the stock moved from starter position into the too hard pile. We turned our minds to 5 ke…
10:37
Feb 06
@itsDanielWu
When you invest in global equities but live in Australia: https://t.co/efl4wU45fl
06:18
Feb 05
@itsDanielWu
"I'm pleased that we are collaborating with Apple as their preferred cloud provider and to develop the next generation of Apple Foundation M…
05:26
Feb 05
@itsDanielWu
$GOOG with users spending increasing amounts of time onsite in AIO and AI Mode, Google has an oppty to insert behavioural (targeted) ads int…
02:40
Feb 05
@itsDanielWu
Does an OpenAI IPO increase or decrease the total amount of funding it can raise between now and whenever the business is self-funding? (ass…
23:24
Feb 04
@itsDanielWu
Everyone knows Zuck can be reckless but for the $GOOG to guide that level of capex...gives more credibility to the duration of the AI trade …
22:47
Feb 03
@itsDanielWu
Is $CSU cash flow real? If organic growth is LSD% and substantially all the growth (revs and EPS) is coming from acqn, then cash spent on ac…