Hi - new reader here. I notice this quote from you:
“Within my LONG ONLY accounts, NVDA-1.28% is still largest position.”
Where do I read the origins of this conviction? Have you addressed the “30% of peak problem” aka poor flop utilization in real-world deployments vs Google’s latest TPUs. As I understand Google’s latest TPUs have significantly better sustained performance under real-world workloads. Would love to get your POV on this.
And, regarding Intel's hiring of (former) TSMC exec (senior VP) Lo-Wei-jen, TSMC has sued him and Taiwanese authorities just granted a petition to immediately seize his shares and real estate. I guess TSMC didn't like the idea of Intel actually competing with them for a change.
Now, I wonder if and how the White House will respond, because that move is clearly intended to scuttle Intel's attempts to get serious about advanced packaging, and if I'd be in Lip-Bu Tan's shoes, I'd scream bloody murder about that. Or is TSMC actually worried that Intel's 18A and 14A nodes might actually be good enough to compete with their latest and greatest? Interesting times!
thanks for explaining the MediaTek/Broadcom TPU debate (more like confusion). i rarely short but you make me want to short MediaTek's runup. like your optics focused portfolio: Lumentum + Ciena + Tower Semi
Hey, just wanted to pen a Thanksgiving thanks for writing all these articles and sharing your thoughts with us.
I thought Amkor is building in Arizona to be the preferred advance packaging partner for TSMC?
I am coming back for the technical stuff, thank you.
amazing portfolio, love the conviction
Any view on TXN?
Hi - new reader here. I notice this quote from you:
“Within my LONG ONLY accounts, NVDA-1.28% is still largest position.”
Where do I read the origins of this conviction? Have you addressed the “30% of peak problem” aka poor flop utilization in real-world deployments vs Google’s latest TPUs. As I understand Google’s latest TPUs have significantly better sustained performance under real-world workloads. Would love to get your POV on this.
Cheers,
Adrien
Are we still shorting GlobalFoundries as a hedge? Seems like it going bankrupt IMO.
And, regarding Intel's hiring of (former) TSMC exec (senior VP) Lo-Wei-jen, TSMC has sued him and Taiwanese authorities just granted a petition to immediately seize his shares and real estate. I guess TSMC didn't like the idea of Intel actually competing with them for a change.
Now, I wonder if and how the White House will respond, because that move is clearly intended to scuttle Intel's attempts to get serious about advanced packaging, and if I'd be in Lip-Bu Tan's shoes, I'd scream bloody murder about that. Or is TSMC actually worried that Intel's 18A and 14A nodes might actually be good enough to compete with their latest and greatest? Interesting times!
thanks for explaining the MediaTek/Broadcom TPU debate (more like confusion). i rarely short but you make me want to short MediaTek's runup. like your optics focused portfolio: Lumentum + Ciena + Tower Semi
Want to join my group chat?