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Thomas Sohmers 5.0 3 ideas

Not enough evaluated ideas yet
Recent positions
TickerDirEntryP&LDate
SOXX LONG $406.23 Apr 16
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Stock
2 ideas
ETF
1 ideas
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NVDA 1 ideas
SOXX 1 ideas
HBM 1 ideas
NVIDIA has poor matrix-vector performance for inference.
NVIDIA's GPUs have a worsening ratio of matrix-matrix to matrix-vector performance from Hopper to Blackwell, making them inefficient for AI inference workloads that rely heavily on matrix-vector operations, which Positron's architecture solves.
NVDA HIGH SemiAnalysis Apr 16, 19:58
Commodity LPDDR and substrates over HBM and advanced packaging.
Positron AI uses LPDDR memory and organic substrates instead of HBM and advanced packaging, avoiding supply chain constraints and achieving higher memory capacity for scalable AI inference with commodity technologies.
SOXX HIGH SemiAnalysis Apr 16, 19:58
Commodity LPDDR and substrates over HBM and advanced packaging.
Positron AI uses LPDDR memory and organic substrates instead of HBM and advanced packaging, avoiding supply chain constraints and achieving higher memory capacity for scalable AI inference with commodity technologies.
HBM HIGH SemiAnalysis Apr 16, 19:58
Thomas Sohmers | 3 trade ideas tracked | NVDA, SOXX, HBM | YouTube | Buzzberg