Sean
157 posts
@sean_________
TMT catalyst/event-driven trader with a focus on research. My hedgie colleagues publish actionable ideas every morning: https://t.co/3YFPP1nw4v
What Happens When $90 billion of GPUs Every 90 Days Becomes the Baseline? We really are going up against logistical logic? Pallet Equivalents: A single data center rack of high-end GPUs weighs roughly 2,000 lbs costs around $3m. Moving $1B equates to roughly 330 fully loaded pallets or about 16 Boeing 747 freighters daily. $nvda streetsignal.substack.com/p/nvidia-set-up
$SNDK/ $MU: GS on Kioxia "potential for a larger increase in ASP in 1Q3/27 (Apr-Jun) than previously assumed, and raise FY3/27-FY3/28 op. profit est by +22%/+24%. Expect Apr-Jun ASP to rise by >30% qoq (vs. +15% previously) and CY26 ASP to rise 2.7X yoy (vs. 2.4X previously)."
Good $CSCO preview - @StreetSignal__ : streetsignal.substack.com/p/streetsignal…
JPM software channel checks ( $NOW, OpenAI/Clickhouse ( $NBIS), Anthropic, $DT, etc. read thru):
GS u/g $AMD: structural tailwinds from Agentic, DC GPU revs, and cyclical downturn priced in.
“Net, we see $ARM as the biggest beneficiary on server CPU side, followed by $AMD and then $INTC – but all should see big tailwinds.”
Timothy Arcuri at UBS: We’re seeing a clear shift! Agentic AI is bringing CPUs back to the center of the story. From UBS´ expert calls, Arcuri believes server CPU TAM can grow about 5x to roughly $ 170B by 2030, driven by higher CPU usage in AI workloads and new demand from
$AMD: Tactical Ideas List at Wells Fargo on +ve set up. Indications of strong EPYC server CPU demand + additional GW-scale AI GPU announcements. Confidence in AMD MI455X/Helios ramp into 2H2026. Rich catalyst path.
