Great piece, would just add 2 things: First, the (fairly obvious) fact that Gemini taking marketshare at the model level alone will create massive TPU demand, and that probably gives this basket a margin of safety. Second, JAX is open source, so very much like android, it will attract OEMs to invest in the ecosystem.
The simple winner is AVGO. Seems like if you want to build chips and systems that are truly competitive with Nvidia, Hock Tan is your man.
Re: Nvidia tweet
It's weird but it's also quintessential Nvidia if you think about it and that's a good thing. Shows Jensen is still a paranoid leader and still loves to control the narrative.
They also had to comment on DeepSeek all the same. Look where we are now.
Jensen will make it clear to the market whenever they get it wrong.
Happy Thanksgiving! Interesting on Lumentum - stock has had a remarkable run. I've typically avoided anything semi-related bar some small NVDA position I've had for a year (I love apparel too much :( ). Think I'm too late to the game here? (Not asking for investing advice, but getting to grips with this space and curious to hear thoughts on runway left here)
I see you intentionally left out Broadcom.
Great piece, would just add 2 things: First, the (fairly obvious) fact that Gemini taking marketshare at the model level alone will create massive TPU demand, and that probably gives this basket a margin of safety. Second, JAX is open source, so very much like android, it will attract OEMs to invest in the ecosystem.
Happy thanksgiving James! Today we give thanks for freedom to share ideas
Saw SITM read as STIM.
HTG sir!! No days off lmfao
CRDO: AWS = SMTC:GOOG
Good read Cit 🤓
The simple winner is AVGO. Seems like if you want to build chips and systems that are truly competitive with Nvidia, Hock Tan is your man.
Re: Nvidia tweet
It's weird but it's also quintessential Nvidia if you think about it and that's a good thing. Shows Jensen is still a paranoid leader and still loves to control the narrative.
They also had to comment on DeepSeek all the same. Look where we are now.
Jensen will make it clear to the market whenever they get it wrong.
Happy Thanksgiving! Interesting on Lumentum - stock has had a remarkable run. I've typically avoided anything semi-related bar some small NVDA position I've had for a year (I love apparel too much :( ). Think I'm too late to the game here? (Not asking for investing advice, but getting to grips with this space and curious to hear thoughts on runway left here)
Good stuff. Have you looked at vicor?
real one detected - ive bullposted this in the chat lmfao
So not only one eyeballing it ha
a big part of the thesis already played out to be fair
Found it doing deeper dive on TXN