4drant

The implications of KV cache offloading (NAND) and engram memory leading to a bull case on $PSTG (tail latency!). I cannot put it more succintly Thats right, Macron, packets need to be predictable, for sure!

@matt_slotnick Congratulations!

@4drant surely these penalties will provide a satisfying answer for everyone

This chart is most certainly directionally and logically wrong. It predicts DRAM price won’t decline

@P_Remarks Very normal

Just so we’re keeping track. TEAM round tripped -50% then +100% since early Feb and revenue estimates for 2027 have been basically unchanged. 👍

AI semis keep going up for the next several years as the rest of the 7B people discover Micron and DRAM

@John_Hempton Rocket utilisation

Can someone please explain to me the advantages and disadvantages (with dollar calculations attached) for putting data centres in space?

@dopamine_uptake @JerryCap He did indeed Much more to go though, it was like trustpilot at 60-70p

@4drant @JerryCap he did a wonderful job with IQE

Just in case people are wondering about my track record with European equities: $RPI: $280 -> $800 (agentic AI hardware demand thesis). $LPK: ~$6, thesis at $13 -> $24.2 (glass cores substrates close monopoly) $SOI: $44 -> $181 (silicon photonics, monopoly over substrates) $SIVE: $4 -> $71 (CPO, critical chokepoints over lasers). $IQE: $12 -> $47 (latent epiwafer capacity, information discovery around downstream photonics companies). $ALRIB: $5 -> $15 (duopoly, synthesis around quantum buyers with photonics growth verticals). And now $XFAB at $9. I’m not always right. But every single one of my European longs thesis have been validated so far by either earnings, investments (eg. $MTSI in IQE) or market returns.

@JerryCap @dopamine_uptake @aleabitoreddit Serenity you should pump my bags

@dopamine_uptake @aleabitoreddit 😉

@dopamine_uptake Doesn’t mean anything to me :)

@4drant Gavin dumping his entire $P position in Q1 probably wasn't a good sign

$NTAP op margin is down but company narrating AI wins ... stock up +18% $P actually winning, has a Hyperscaler customers, expanding op margins... stock down 20% $P .. say more AI in the call!!!

@PythiaR Dear Sir, well done!

Tbf, long $DELL short $NVDA has been a helluva trade YTD so I get the whole NVDA funding short thing

@teortaxesTex Pricing … v4 is significantly cheaper at similar performance

Step 3.7 is generally neck and neck with V4-Flash (which is underappreciated as a powerful agent), I think they targeted it. But it goes to show that vision is a must now. V4.1V can't come soon enough.

@PythiaR In tried antigravity 2 and hated it. Liked Claude code, but I have sold my soul to Hermes because you can run it from your phone

@4drant I really like the cowork harness tho, for what I have to do most days.

Despite supposedly increasing them, I'm now blowing through my Claude limits every day in 25% of the time on the same tasks that used to be well under in the 5h window.

@PythiaR And they were not last year or until March? :)

@4drant I hear server sales are growing quite quickly for some reason.

Why tf has $dell 3.5x ytd?

@WaterportCap Iykyk

Slack is an AI winner $CRM

PSA: Chinese models are better than Gemini

Wealth transfer from UK to USA begins in another 1.5 hours $iqe

3 things new today vs 1 month ago trading update with macom release - visibility beyond 2026 - multiple tier 1 InP wins - ebitda hsd-ldd % $iqe