All Sources✓
YouTube✓
Twitter✓
Reddit✓
Substack✓
Insider✓
News✓
Loading...
0 selected
All directions✓
▲ Long✓
▼ Short✓
◦ Others✓
Any score✓
LOW+✓
MED+✓
HIGH✓
12:58
Apr 15
@researchqf
@extliqprovider Probably. Use cases for quants were fairly specialized afaik, but that's likely changing quickly with not only longer time c…
12:52
Apr 15
@researchqf
Jane Street signs a $6B AI cloud deal with $CRWV and also makes a $1B equity investment at $109. What makes this really interesting is that…
CRWV
MED
13:59
Apr 09
@researchqf
There is so much to talk about. Between insane AI developments, infrastructure data points, trying new AI apps, Iran & Trump macro (sadl…
00:08
Mar 29
@researchqf
I may order this system. It's a monster. $50 grand + displays, but payoff could be big for many reasons. $AMD Threadripper PRO 9985WX 64 Co…
NVDA AMD
14:24
Mar 25
@researchqf
$MU risk/reward improved significantly. Shares are well under 4x run rate P/E within a few quarters! Stock is discounting high probability …
MU
13:14
Mar 25
@researchqf
Typo should be "will later summarize CPU intensity anecdotes ..."
13:03
Mar 25
@researchqf
Nikkei Asia. $AMD $INTC $ARM $AMKR and more. - CPU prices already increased a number of times this year, according to multiple sources - W…
INTC AMD AMKR ARM
03:23
Mar 25
@researchqf
Photonics has been a top theme for some time. The market is telling you something if you haven't noticed. Clearest expression? Price action…
CIEN LITE
13:32
Mar 24
@researchqf
There's so much I want to say about AI yet so little time.
16:22
Mar 23
@researchqf
Now youse can't leave https://t.co/N9drkUPI4K
23:21
Mar 20
@researchqf
What a f*cking disaster. For us, and for the world, courtesy of some of the most corrupt, incompetent sociopaths in our country. Iran coul…
19:40
Mar 18
@researchqf
$MU consensus. Expectations are much higher. DDR spot leveled off last few months. NAND spot continued to rise. For short term numbers, us…
MU
15:37
Mar 18
@researchqf
3) There have been many more details. That includes other suppliers at OFC as well as updates from Asian suppliers. Their 18-24 month targe…
15:37
Mar 18
@researchqf
2) OCS dovetails nicely with future scale-out scale-up interconnects and integrated photonics switching. OCS opportunity multiplies every ti…
15:37
Mar 18
@researchqf
1) $LITE is up $56 and $132 since yesterday morning. LITE presented during market hours at OFC yesterday! I may be almost 80% there on CPO …
LITE
12:48
Mar 18
@researchqf
Larijani was conservative, but also a very experienced, pragmatic power broker in Iran. If Rafsanjani were alive today and in power, I'm st…
12:50
Mar 17
@researchqf
I might be 70% there in understanding CPO scale-up opportunity through Feynman, but some technical clarifications plus coming supplier datap…
NVDA
00:36
Mar 17
@researchqf
2) Jensen also discussed the Kyber rack midplane, which also has significant M9 HLC content. https://t.co/4uIWnoCEg0
00:36
Mar 17
@researchqf
1) If ASP for 52 layer M9 Q-glass PCB is ~$200/LPU by some estimates, total PCB content would be ~$50K for a LPX inference rack with 256 LPU…
NVDA
23:40
Mar 16
@researchqf
I was parallel processing so missed this, but the C25-C27 assumption was correct. But does "$1T+ STILL GROWING" have nuance? Is there possi…
22:59
Mar 16
@researchqf
It's hard to believe Jensen did it again. "At least $1 trillion" but over exactly what period? I assumed between C25 and C27, and if he's b…
NVDA
21:54
Mar 15
@researchqf
Latest $NVDA HBM. A100 80GB HBM2e H100 80GB HBM3 H200 141GB HBM3e Blackwell 192GB HBM3e Blackwell Ultra 288GB HBM3e Rubin 288GB HBM4 (384GB…
NVDA
20:15
Mar 15
@researchqf
2) To be clear, HIMX has a long history of being promotional. This post is from Dec 2024. But accelerating photonics roadmaps are rising tid…
HIMX
20:15
Mar 15
@researchqf
1) $HIMX. Jensen mentioned TFC Optical as a CPO partner a year ago. $HIMX was already down significantly in the prior 2 months before last y…
HIMX
18:37
Mar 15
@researchqf
General Dan Caine's answer "was straightforward: Even one Iranian soldier or militia member zipping across the narrow neck of the strait in …
15:26
Mar 11
@researchqf
$CRDO was at Stifel's 1 on 1 conference yesterday. "Management stated that this could mean any potential CPO momentum in scale-up networks …
CRDO