Back in 2021 when I was on Odd Lots this was a point I made re: CHIPS.

We can bemoan the loss of free trade but the simple truth is that the world is playing a different game and we were losing.

Either join the game, get them to stop, or lose. Which of those 3 is palatable?

oh god it really is 2021 again

based alert

Short Squeeze visualized

I am 80% sure openAI has extremely low latency low quality model get to pronounce first 4 words in <200ms and then continue with the gpt4o model

Just notice, most of the sentences start with
“Sure”
“Of course”
“Sounds amazing”
“Let’s do it”
“Hmm”

And then it continues with +

At MLSYS and Kimbo who is graduating soon and looking for a job involved with making GPUs go Brrrrrr, said Horace He and I are his 'heros'
Horace He I've heard fan but hero?!?!

Ram Ahluwalia CFA, Lumida Ryan Cummings Fabricated Knowledge reading more into Fabricated Knowledge and sparked idea of XYL - re liquid cooling. Trades less than PE Nvidia but has had good run last few months..

I wonder if I can buy like an antique main frame from IBM or something

Also if anyone has a book abt IBM mainframe drop it pls

I saw a PCIe card with unassuming connectors. I saw a small bit of sheet metal in a server about the size of the palm of my hand. NVIDIA is going to have something game changing later this year once the software is ready.

Optics earnings overview with a bit of an idea at the end.

fabricatedknowledge.com/p/optics-earni…

$tsm Apr revs pretty much speaks for itself

$TSM Apr revenue +59.58% YoY. 2nd highest revenue in a month despite not having major ramp from iPhone

SITM finally bumped off the bottom

> With that in mind, we are providing the following outlook for the second quarter. We expect revenue of $40 million to $42 million, an increase of 21% to 27% sequentially;

Fabricated Knowledge And after this MKSI print, the subscription to your Substack has now paid for itself many times over. Appreciate the insights, Doug