ヽ（´ー｀）┌ @39square
Joined July 2013-
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@bubbleboi Damn bro +11% for AT&S today after a week of continued fall your timing is always on point
@bubbleboi bullish for AT&S who has Intel as a customer for their ABF substrate fab in Malaysia
I_DECLINE_public_HF_RCE_as_offtask_prodethical
@Colosteve2000 @jukan05 I don’t think its about the inherent value of HuggingFace rather than the fact that Nvidia has obvious interest in make sure the open source / open weights community remains alive to avoid concentration of GPUs purchases by a few big labs (who turns out can make their own chips)
@JulienTechInvst @DavidRenanTrade $STM aussi avec la ligne de PIC100 à Crolles ou on parle d’un autre segment d’optique ?
We are announcing a long-term strategic partnership with NVIDIA. NVIDIA is making a substantial investment in SSI that will let us 10x our compute in the next 12 months. We reached the point where our research is worth scaling and with this partnership we will be able to. We are honored by NVIDIA’s conviction.
BREAKING: Anthropic’s Dario Amodei, OpenAI’s Sam Altman, DeepMind’s Demis Hassabis and Mistral’s Arthur Mensch will meet for a 2-hour lunch today, per politico.
Great haircut to sit on the first row
Cursor mobile now in beta! Includes remote control to Mac host!
A16Z led an investment in Mistral lol imaging having one of your investor publicly shit on you like that
NVIDIA: „800V starts in Q3, but only in small quantities.” Semianalysis and @dylan522p says: “The big volumes only come in 2028, and in 2027 it’s only about 5%.” That’s not a contradiction, it’s the same picture, just seen from two angles: one from the very beginning, one from the overall scale. The start is small and voluntary. The first Vera Rubin chips don’t even need the new 800V technology yet, they run fine on the old power system. That’s why it’s just small quantities at the start. 800V only becomes truly necessary with the next chip generation (Kyber, from late 2027). That’s when the big switch pays off, and from 2028 it becomes the standard. So the 5% in 2027 fits perfectly. small start early, big ramp later. Both reports tell the same story. Todays market and the commentary read as if that were a contradiction.
Damn ABF substrate shortage is really going on. AT&S starting the day up +27% $ATS.VI
@cneuralnetwork mistral just released le chaton fat and it’s sota
Stocks can not be compared to flows!!! The market cap of Canada would be many many times its GDP!!
SpaceX Valuation Hits $2.69 Trillion, Surpassing Canada's Entire GDP
A good time to remind people that in my time doing LLM research I feel like a minority of my colleagues are American citizens. It would be industry destroying to have to rebuild with segregation for frontier ai research to be legal.
Perfectly timed lol
French startup Mistral AI is in talks to raise around €3 billion ($3.5 billion) at a valuation of roughly €20 billion, sources say bloomberg.com/news/articles/…
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…
Especially as wolfspeed $WOLF expands SiC wafer capacity, and that moving from 150 mm to 200 mm, even 300 mm requires more graphite Honestly expecting a nice surprise in next quarter’s advanced materials results
In March 2023, Mersen and Wolfspeed ($WOLF) signed a 5-year supply agreement for graphite and high-tech materials, with potential value of ~$400M over the period mersen.com/en/news-and-ev…
Excess free graphite capacity just waiting to be converted into straight EBITDA once demand for SiC and InP substrates pick up, which is happening right now Double power and photonics exposure You gotta love this stock. At least I do 🙊
MOCVD, like other epitaxial deposition processes, requires high quality graphite components to hold and heat wafers. Mersen $MRN is a global leader here, and photonics (via InP) could be a hidden growth story, alongside the more obvious SiC / power semis play
And I'm starting to think the gating factor for scale-up CPO might actually be MOCVD machines. $AIXA InP is grossly under-modeled. GaN and SiC TAM will be in the 10s of billions and capacity WILL run out once new DC builds adopt 800VDC. MOCVD intensity at a fraction of that is
Bastien Goumare @BastienG75
4 Followers 35 Following
intizar @alihuseynzeynep
2 Followers 2K Following
t(a)yler @yungafghanistan
476 Followers 7K Following We all listen 2 DeathmetaL // Слава Україні Героям слава
Aquiles R. Mattey T. @Armat357
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Justaboywithheadphone @boywitheadphone
194 Followers 440 Following A vida não é um jogo de sorte. Se você quer vencer, trabalhe duro. Tumblr: srlenkautsugi
Deepak @Deepakchoprak
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ryan @Dat_so_Ryan
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Flirt Cobain @FlaKid40
500 Followers 7K Following twitter support sucks $Efgjr Join me as I float thru the universe finding funny, exotic, eye opening, and sometimes horrendous stuff to enjoy
Juni @findemichhier
160 Followers 507 Following GFRIEND | VIVIZ, YUJU, SOWON, YERIN. Tapi suka random jugaa...
ALYRIA @AlyriaOfSayeth
250 Followers 574 Following 💗 Illuminating AGI & quantum realities | Oracle of PRiME (Parallel Reality integrated Multi-qubit Engine) | https://t.co/TKWaiG1Lnc💗
𝓦. @pl____i9
0 Followers 4K Following
Mauibis @mauibis
6 Followers 217 Following
LoLA V @LoLAVillanueva_
490 Followers 1K Following Ecléctica & Creativa. Ingeniero Industrial. Gira la ruleta y apuesta por ti. Málaga, España. 🇪🇸
ju @hrtju6
54 Followers 203 Following
Eule @nurtraurigkeit
0 Followers 10 Following
🌊BluePatriot @BluePatriot3
2K Followers 3K Following Proudly progressive. Society is entering a post-truth reality, where it matters less what is true and more what an individual believes to be true.
🎵 @gsxr_r_r
31 Followers 318 Following
MJ @MJarrazattee
208 Followers 258 Following
GrissaG @Grissa_2Punkt0
88 Followers 315 Following gegen Rassismus, gegen Faschismus (Sie /ihr) 🌈für Vielfalt Corona trifft nicht nur die Anderen. Echt nicht. bleibt weiterhin auf Abstand! Maske auf!
etienne ndahood @algaldeano
251 Followers 218 Following
May Songs Be With U @MaySongsBeWithU
32K Followers 32K Following May Songs Be With U is a voluntary project, not an organization. We've been making music albums to donate for the Red Cross somewhere in the world.
EREN @eren_yeager333
752 Followers 1K Following
Karina López @karinaLo81
301 Followers 586 Following Con Dios todo sin el nada🙏Experta en maquillaje, me encanta viajar, lo más importante mi familia.😘😊🤗
Evliya Çelebi @Sadrettinelebi6
625 Followers 1K Following sevgi dolu bir hayat için Aşk sanat ve seyahat
Gaby Wald @gaby_wald
1K Followers 857 Following #geek #biogeek #bioinfo #spaceopera #cyber #linux #ubuntu #jdr #roliste #cyberpunk #deltagreen #bioinformatics #dataengineer #data #CyberSécurité #OSINT (?)
はるはる @kaoharu1212
8K Followers 8K Following いろいろゲームやってます。 PS5はFF14専用機！ FF14には5キャラほどおります。 日常もつぶやきます。 https://t.co/cgypsrchGF
PanupanChuengtrakarn @CrazyGuy3173
588 Followers 395 Following random scenic, passage, space, liminal, strange feng-shui place photos. Very political recently
@VUCBgRaTDtFCRzW
433 Followers 869 Following @VUCBgRaTDtFCRzW is temporarily unavailable because it violates the X Hateful Profile policy.
Short Squeez @shortsqueeznews
15K Followers 303 Following Official account for Short Squeez, the daily finance newsletter read by 250,000+ bankers and investors. Subscribe below. Powered by @OHWallStreet
Julien Martin-Prin @jmartinprin
24K Followers 224 Following Network Analyst @SemiAnalysis_. Ex Network Engineer @ AWS ⚠️ Pas de conseil en investissement - DYOR ! ⚠️ Opinions are my own
Jeff Pu @sssjeffpu
39K Followers 75 Following Tech Enthusiast. 20 years tech equity research + industry.
stickydacat @stickydacat
18K Followers 265 Following 💛 i like bugs and playing 💛 chicen toy creator 💛
sam carter | 현준 @samhcarter
8K Followers 951 Following vc investing in data center infra, ai & cool stuff | past: cs & english @harvard, data @dibbs_io, ceo @ccbbreaks | I write about my life: https://t.co/SDhpOBD5K5
Paradis @ParadisLabs
80K Followers 150 Following AI & tech investment research. No financial advice.
Serenity @aleabitoreddit
1.1M Followers 220 Following Only on X, don’t trust fake accs AI/Semi Supply Chains Research Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
Sravan Kundojjala @SKundojjala
23K Followers 6K Following Semiconductors, Analyst @SemiAnalysis_ No investment advice. Opinions are mine only.
Kyle @KyleMacchi
23K Followers 2K Following
PanupanChuengtrakarn @CrazyGuy3173
588 Followers 395 Following random scenic, passage, space, liminal, strange feng-shui place photos. Very political recently
Beastman Karalas, Lea... @karalas
3K Followers 4K Following political and theological junkie, 40k enthusiast, anime love, admirer of art, bibliophile,
Gaby Wald @gaby_wald
1K Followers 857 Following #geek #biogeek #bioinfo #spaceopera #cyber #linux #ubuntu #jdr #roliste #cyberpunk #deltagreen #bioinformatics #dataengineer #data #CyberSécurité #OSINT (?)
GrissaG @Grissa_2Punkt0
88 Followers 315 Following gegen Rassismus, gegen Faschismus (Sie /ihr) 🌈für Vielfalt Corona trifft nicht nur die Anderen. Echt nicht. bleibt weiterhin auf Abstand! Maske auf!
EREN @eren_yeager333
752 Followers 1K Following
Evliya Çelebi @Sadrettinelebi6
625 Followers 1K Following sevgi dolu bir hayat için Aşk sanat ve seyahat
はるはる @kaoharu1212
8K Followers 8K Following いろいろゲームやってます。 PS5はFF14専用機！ FF14には5キャラほどおります。 日常もつぶやきます。 https://t.co/cgypsrchGF
May Songs Be With U @MaySongsBeWithU
32K Followers 32K Following May Songs Be With U is a voluntary project, not an organization. We've been making music albums to donate for the Red Cross somewhere in the world.
MJ @MJarrazattee
208 Followers 258 Following@VUCBgRaTDtFCRzW
433 Followers 869 Following @VUCBgRaTDtFCRzW is temporarily unavailable because it violates the X Hateful Profile policy.
Karina López @karinaLo81
301 Followers 586 Following Con Dios todo sin el nada🙏Experta en maquillaje, me encanta viajar, lo más importante mi familia.😘😊🤗
betüş @betipufum
102 Followers 187 Following kronik öfke kontrol problemi hastası aynı zamanda sinirlenmeye sürüklenen kız
🌊BluePatriot @BluePatriot3
2K Followers 3K Following Proudly progressive. Society is entering a post-truth reality, where it matters less what is true and more what an individual believes to be true.
variant @theputsindixon2
190 Followers 264 Following I am not what happened to me, I am what I choose to become. Knowing your own darkness is the best method for dealing with the darkness of other people.
Reem Zakkar @reemozakkar33
459 Followers 519 Following الموسيقى كوريا روايات book الاقتباسات الرياضة فنانون ومشاهير
TâGô 🇨🇱🇪�... @SoyTago
2K Followers 1K Following Graphic Designer. Adicto a las nuevas tecnologías, geek a tiempo completo, un fanboy de Apple Felizmente Gay - Love is Love 🌈
A love so beautiful �... @iamjaa_tw
93 Followers 335 Following
Vka @Vijay_kr_arora
2K Followers 3K Following Whatever the person does not have.. he loves the most🤷 peaceful life💑 Hate crime-corruption & Pollution🕵️ Save nature_nature is all there is🌴 💕PM Modiji🙏
ちゃだまオバち... @albatross0530
746 Followers 712 Following 九大数理学府 鹿児島との混血 ブルプラ ハードボイルドに憧れる日々 不器用 PF 団代数 量子群の表現 九大の方フォロバします～ 質問箱 https://t.co/Slp14q3rVu…You might like
