WidditCap @WidditCap

Joined March 2023

Tweets

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63
Following

453
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388

WidditCap @WidditCap

a week ago

@ShanuMathew93 Fable doing the same. Literally so lazy. Have to remind it to follow my writing skills every time even tho it should trigger on every output and just doesn’t.

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WidditCap @WidditCap

3 weeks ago

@insane_analyst $IQE and $AXTI going higher. Oh and $LITE

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WidditCap @WidditCap

3 weeks ago

@pequityresearch $IQE gonna be a lot larger than it is today

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WidditCap @WidditCap

4 weeks ago

@MatthewBerman @ChrisGPT Gotta overlay it on Central Park. Or against all NFL stadiums in a row

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WidditCap @WidditCap

4 weeks ago

@R_and_Invest The blobs of text from JPM are the worst fucking marketing tactic for their research. It’s absolutely retarded

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WidditCap @WidditCap

a month ago

@mattshumer_ Awesome. Please share when you can! Thanks man

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Guys, the world is so compute constrained. I honestly don’t understand how anyone can think otherwise. Almost nobody is seriously using AI today, and we’re already hitting capacity. Everything is a bottleneck: land for data centers, permits, electricity, grid connections, chips, construction, cooling. Demand is growing far faster than supply, and expanding supply is insanely expensive. In this game, the best-positioned companies are the ones with massive net income from non-AI products. They can fund hundreds of billions in CapEx while everyone else has to raise money just to stay in the race… and remember if you are not at the frontier you have no pricing power so you won’t be able to fund your compute need.

Kimi.ai @Kimi_Moonshot

2 months ago

Kimi K3 has received far more love than we expected, and our GPUs are feeling it. Over the past 48 hours, demand has pushed close to the limits of our current capacity. To protect the experience of existing subscribers, we're temporarily pausing new subscriptions and

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WidditCap @WidditCap

2 months ago

@self_motivated0 @damnang2 This is a terrific proxy actually. Good thought

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WidditCap @WidditCap

2 months ago

@BoringBiz_ Correct - Bet on yourself. Leave that job Make yourself nervous and uncomfortable and growth is inevitable. When you stop learning and personal growth slows, time to get uncomfortable again and make moves

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WidditCap @WidditCap

3 months ago

@ContrarianCurse Nor would I, been long ENTG since high-$70s and no reason to sell into the acceleration of wafer starts that’s coming

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WidditCap @WidditCap

3 months ago

@ContrarianCurse Mainstream analog wafer starts never truly picks up this cycle. Still tons of inventory on Balance Sheets… gross margins near highs. Mainstream still a material portion of ENTG revs. Could remain a material drag on other businesses outperforming