Coupe Soleil
321 posts
Coupe Soleil
@coupesoleil
Lazlo Kovacs
United States Katılım Aralık 2024
2.9K Takip Edilen301 Takipçiler
Three big SAM winners in semi equipment this cycle: inspection, 3D structures, and advanced packaging.
Arguably all more important than planar scaling for performance right now. You gotta get everything closer together. HBM density comes from more layers. Stitching together CPO, memory, and dies requires packaging. And making sure these super expensive packages/dies don’t go to shit requires exponentially more inspection steps.
We are like inning 2 for pressing this scaling vector
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CXL is going to be the biggest change in AI serving since NVlink
Sam Badawi@Sam_Badawi
Gavin Baker built a massive position in $ALAB around the AI infrastructure theme, and the stock has now crossed $300. He thinks AI is different and that we are NOT in a bubble. He expresses this thesis behind many of his top holdings, including $NVDA, $MU, and $AMZN.
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What’s the best manager/management team you’ve ever seen?
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@801010athlete @mwebster1971 @mwebster1971 Webby I listen every week. You got me bullish just before the cease fire and ready to deploy. Appreciate you and your work.
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Oh, and did you know @mwebster1971 road the dot com bubble w a 1000+% year but he’s too humble to talk about that. They had to round it down bc he killed it so much it wasn’t believable for the book.
So, if anyone knows how to monitor bull market into a top it’s him.
PBA@801010athlete
$SPCX Space X estimated IPO around 3rd week of June. If leader names stay absurd into the IPO I’ll be selling a lot of stock as I’d imagine any blow off extensions at the time of an absurdly valued IPO like this and all the hype would require several months of basing this summer which would be totally healthy and normal. This is my expectation I’m watching for, if that doesn’t happen it’s business as usual. My opinion means nothing but it helps my process. A big thing @mwebster1971 taught me about expectation breakers. He’s always putting out historical data in so much detail. Definitely recommend following him if you don’t. I consider him one of my mentors.
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@ContrarianCurse Had this thought 2 quarters ago, agree they should start pushing px. I saw some anecdotal reports of SKH paying a premium for machines. ASMI I think is doing a better job of this and lower profile
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$ASML real chance thst if the Dutch actually grow a pair they can straight up extort customers.
Like oh TSM Samsung MU Hynix INTC you guys are making hundreds of billions on operating income?
Fuck you pay up
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I can’t believe nobody is talking about Value Aligned Research Advisors.
Here’s the entire book:
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@Pablo01618 @zephyr_z9 we said exactly this, in the part where we show AIXA in the power semis basket lol?
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You know what @zephyr_z9 and @citrini didn’t tell you? That there is one company in the world that makes the equipment that grows the GaN crystals.. they are backlogged for 2 years.. that companies name is Aixtron.. and it’s the only one in the world.. the bottleneck makes indium phosphide look like a clown show.. but hey what do we know
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Guys, don’t worry about when the memory cycle will turn. I know when it will better than anyone and I will tell you a few days in advance.
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You guys aren't nearly bullish enough semicap. We haven't really begun to run hard into it as a real bottleneck yet, but it's coming.
COATUE@coatuemgmt
Memory is the new bottleneck. Nick Gagnet, Coatue Sector Head, on the AI infrastructure shift and why memory demand could 5x in 5 years.
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