Token Wei

@insane_analyst @cristianoamon @renehaas237 10/10 would fire u again

@insane_analyst @Semiaut0o0 QUACK

@Semiaut0o0 Well i have a group chat with Dan and Clara and they basically ignore my advice. SA telling institutional clients wrong information helps my P&L.

@insane_analyst QUACL

I would like institutional investors to short $LITE so the incoming short squeeze is even more entertaining. It's actually hilarious how several very smart people still refuse to listen to me despite my repeated clear explinations of laser tech.

@insane_analyst QUACK

Hint Hint. Lumentum publicly discloses the linewidth of their ultra-high power (UHP) lasers (0.5 MHz). Nobody else discloses this number. Almost as if this number is very important for CPO. Maybe I know what I am talking about and the spreadsheet monkeys are wrong?

@insane_analyst QUACK

Coming April 4th or 5th.

@insane_analyst QUACK

Bro have mercy on Credo bulls lmao

@insane_analyst @dogonthecircuit QUACK

@dogonthecircuit FFN in groq

Fun discussion with galaxy brain programmer friend.

@insane_analyst @Citrini7 QUACK

@Citrini7 I have some shorts, index crash puts, and even oil calls. What could go wrong tomorrow 🤡

If you’ve had a good run over the past 3 years there’s nothing wrong with being in wealth preservation mode now. Nothing goes up in a straight line, least of all your portfolio. Be okay with some sideways consolidation, no need to double down when things are this uncertain.

@dylan522p If you can value a company, I’d eat a shoe.

Meanwhile Anthropic secondary sales are going poorly for the buyers. I'd be surprised if there's even 20% fill on that round. You're downright stupid to sell any Anthropic secondaries given the growth rate and how underpriced the last round was.

@insane_analyst I like to believe he was talking about you but we all know he’s talking about CJ’s son’s SA leaks

Congrats Matt Murphy.

In early 2023 I wrote this about Google and TPUs Man I feel like such an Oracle because someone at Google told me they read this and started changing their strategy. From all 4 being facts to changing their strategy on a dime is so amazing newsletter.semianalysis.com/p/amd-mi300-ta…

@dylan522p Let it be known only SA can manipulate data with an agenda.

Debunking the false narratives around AI Datacenters. First it was that water usage is high, but it's not. This time it's about power prices. The narrative around powe pricing is silly and politically charged with no actually backing Manipulated statistics by people with agendas

@fabknowledge Just setting the record straight, @fabknowledge wrote about AI SAAS doomerism this before it was cool.

Okay finally read the Citrini piece. No one knows the future, and i think that theres a lot of disclaimers being like "yeah this is p speculative" but the core thrust of it is that information work itself has a real premium and pricing power that has been embedded into it, and that 1 way trade can go backwards really hard all at once. I seriously think this is a huge risk, and while prices go down, we just consume more.... prices going down 1 time 50% we net consume less for a bit. I have been and continue to be worried about deflation. Something i think is that selling tokens raw is probably bad, but selling solutions is probably really really really good. Think the problem is a good enough model can kind of eat a solution no matter what, and so lets say Claude made CoWork go giga expensive and its a 10k seat a year, great! Less deflation.... BUUUUUUTTTT china low end model massively eats that price. Its a race to the bottom. anyways great piece. Appreciated as always citrini

@insane_analyst SA: CRWV is the next ORCL! CRWV: hold my beer

Maybe buying the dip not a good idea.

@insane_analyst groq first, should just be an apology letter to jonathan for the first VLIW article

Large project covering Groq, Taalas, Positron, Etched, D-Matrix, Tenstorrent, Sambanova, and Cerebras likely needs min 3-4 weeks to finish. Possibly longer. Still negotiating. (firms can debate facts and veto confidential info but no opinion alter) Split up project or not?

Semi Analysis is starting a venture capital fund and you’re long?

@anissagardizy8 @KevKubernetes “I wouldn’t trust Dylan Patel to run a grocery store.” - Anon, Smart

scoop with @KevKubernetes: Dylan Patel’s SemiAnalysis considering raising money to invest in startups. Talks are early stage. More here: theinformation.com/briefings/dyla…

@dylan522p are you allowed to opine on this stuff if you can't even open an excel sheet without assistance?

Codex mogs the shit outta Opus for coding. Opus couldn't get this to work Codex just 1 shot it ezpz But Codex map includes the 9 dash line 👀 OpenAI needs to align their models

@AnushElangovan Are these “industry contacts” in the room with us right now?

Well your assessment is still wrong. On target for 2H'26.