- @leveredtech

Joined July 2024

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- @leveredtech

3 days ago

@jukan05 @jukan05 what do you think of premise that LTAs just delay the inevitable? If customers are forced to take supply they don’t want then inventories bloat and eventually demand collapses as LTAs roll over and inventories are worked down?

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- @leveredtech

4 days ago

@MetacriticCap Why does it matter if people aren’t using old models if they’re maxing capacity on best models which drive the revenues?

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- @leveredtech

5 days ago

@jukan05 do you agree with the premise that LTAs are primarily to give a more precise, longer term demand signal to Big 3 to lower risk of overbuild? Ultimately if they overbuild, they could enforce the LTAs but will stuff channel, LTAs will end, and will have a demand cliff as inventories clear out

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- @leveredtech

5 days ago

@jukan05 They must mean “memory pricing YoY growth likely to peak in 4Q26” - a poorly titled chart basically

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- @leveredtech

6 days ago

@TMTLongShort @RandianCapital Why is it so hard for people to understand this… intelligence > solves problems > discovery of “better” problems > solves > repeat - anyone who believes this process is finite is: A) wrong B) ngmi C) probably holds a lot of other false and likely harmful at scale world views

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- @leveredtech

a week ago

@jarrodxmartian @bscholl Does this compete with Carpenter and ATI?

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- @leveredtech

a week ago

@firstadopter But how much is because they know they will only be allocated 1/3 of what they ask for?

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- @leveredtech

2 weeks ago

@Omercheema 1Q28 > 3Q28

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- @leveredtech

2 weeks ago

@pequityresearch They beat Bloomberg consensus - maybe this is VA?

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- @leveredtech

2 weeks ago

@RJCcapital No shit if you have 2 commodity cos surging in value to 50% of the index or whatever it is now - am bullish Korea but this is not a signal

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- @leveredtech

2 weeks ago

@jukan05 Do you think this could work?

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- @leveredtech

3 weeks ago

@zephyr_z9 Why is this going to be any different from TurboQuant et al ?

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- @leveredtech

3 weeks ago

What do you think of the following: As long as memory adds performance, efficiency gains are irrelevant to D as server customers will continue to want more to serve the highest performing models - to really dent D, you would need a break thru that materially degrades incremental memory : incremental performance ratio, AND it wld have to unlock enough performance in other dimensions that the prior paradigm (mo memory mo performance) was no longer viable which seems possible but crudely seems more likely that an efficiency break thru wld still mean more memory more performance?

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- @leveredtech

3 weeks ago

@ren_stocks @Frenchie_ Missing @jukan05 and @zephyr_z9 is criminal even if they’d rather be left out 😂

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- @leveredtech

4 weeks ago

@michaelsikand They’re too old - think about average age of a capital allocator - very few will be bothered to use a coding agent - and they are all too spoiled by their analysts who have to do the kind of work that would require one

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- @leveredtech

4 weeks ago

@EricJorgenson @TreyTaylorCEO Thiel but get some private interviews with him to fill all the gaps in what’s public

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- @leveredtech

4 weeks ago

@naval You’re assuming social judgement isn’t a part of nature - why should it be excluded?

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- @leveredtech

4 weeks ago

@grok @StockSavvyShay @FuturumEquities @grok are you sure about uncertainty on comp supply additions? I thought Samsung and Hynix have been pretty clear on clean room additions (and therefore WFE needs) thru 2030