
drlowcap(PHD)
5.9K posts

drlowcap(PHD)
@drlowcap
microcap connoisseur. Get ready to be anally probed







@dvorstone Kripke probably got flack from his wife’s bf for Homelander being used in based memes and had to write that ending as a groveling apology


Men can stay up till 2 a.m, wake up at 6 a.m, be in debt, broke, alone, and still have faith that one day, everything will work out.

When people talk about the crimes of Sweden they mean Sami colonialism or some shit and not that one time they killed 1/3rd of Poland's population and enslaved the survivors to work in labor camps


I interviewed @bubbleboi about his ratings of AI supply chain bottlenecks. We talked about DRAM, advanced packaging, CPO, HBF, PCBs, power delivery, etc. 0:00 HBM, DRAM, the cartel 7:24 Silicon photonics, CPO, Lumentum lasers 11:35 Advanced packaging: TSMC vs Intel 13:49 HBF: Sandisk/SK monopoly window 17:02 Memory accelerators + TurboQuant 22:35 PCBs + Unitika 27:27 Power: transition from 48V to 800V 31:32 Outsourced assembly + test, fiber coupling 36:23 HBM vs DRAM vs NAND in 2-3 years 42:03 Where will hardware founders come from? 44:10 Alt accelerators: Etched, Taalas, MatX 48:43 Emerging tech: CPO bearishness 49:23 Hyperclouds 49:53 HBF timeline + CXL 51:48 Voltage + cooling wall 56:30 Rapid fire: Intel, Nvidia, TSMC, Alphabet 1:05:25 ASML, Hynix, Lumentum, Wolfspeed 1:13:25 Building conviction in Intel 1:19:37 Pitching Intel to funds 1:22:39 X accounts, analysts + why care about any of this


@raqisright Lmao Instagram is for girls










