Hardik Manek

@Athena_Slays How would it impact MediaTek Inc?

We decoded it. The coordinates (25.0528, 121.5990) are Taipei. Computex keynote is Sunday. "A new era of PC" = the N1/N1X. NVIDIA's first ARM-based laptop chip, built with MediaTek. Competing with Apple Silicon and Qualcomm. We wrote about this two days ago - the "surprise product" Jensen teased. Bullish for $NVDA (new $300B TAM), $ARM (CPU license), $TSM (3nm fab).

Whirlpool may be flashing a serious consumer slowdown signal. Sales down 9.6% YoY. Organic sales down 6.1%. North America EBIT margin collapsed to O.3%. Free cash flow was -$896M. Dividend suspended to prioritize debt paydown. This is especially notable because Whirlpool had paid dividends through multiple recessions and global shocks. Management called the U.S. appliance market a "recession-level industry decline."

Takeaway: Mega-cap tech is still heavily owned, but Q1 positioning looked more like selective rotation and risk reduction than a blanket AI chase. 13F data is lagged and not live positioning. Not financial advice.

Semiconductor trend was mixed/negative: • TSMC: 24 holders, net -12 funds adding • Nvidia: 15 holders, net -3 • AMD: 3 holders, net -2 • Broadcom: 12 holders, net +2 • Micron: 4 holders, net +1 • ASML: 9 holders, net +1

Analyzed Q1 2026 13F data from 82 top funds from @13fai_com It looked more like selective de-risking in crowded mega-cap tech/financials, while funds rotated into more idiosyncratic names. 2/5 Most widely bought in Q1: • Sunbelt Rentals: 9 buyers, 0 sellers, +$4.43B added • Uber: 8 buyers, 2 sellers, +$498M added • Waters: 7 buyers, 1 seller, +$923M added • Fiserv: 7 buyers, 1 seller, +$469M added • Spotify: 7 buyers, 1 seller, +$455M added

@unusual_whales The fall of Party City isn’t just a retail story…it’s a reflection of a world losing touch with celebration and connection. A reminder: nothing is permanent, even the places where we once found joy. Build something that lasts, because this is the era of reinvention.

Do you feel lost? Try creating. Could be code, companies, art, people. Creation brings meaning because it's what we were made to do.

@chamath @vkhosla Do a podcast with him and Naval.

I had a long call with @vkhosla yesterday. We talked about investing, tech companies and technology in general. He is simply the best venture capitalist of our generation. The breadth of his intellect, curiosity and success is mindboggling...someone should be documenting it.