@NoCapCapital5

Two-time 3rd round pick at 17th street and 8th ave basketball courts

 NYC
Joined October 2021
  • Tweets1.4K
  • Following368
  • Followers1K
4Media
I figured out why we need $1T of GPUs next year Will be entirely consumed by models making new, better models, chinese people copying the models, high schoolers using the copied models to hack companies, and companies using the models to defend against the high schoolers
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valuable signal here - the arnold bottom-post
John Arnold
@johnarnoldOct 22
People are losing the attention span to even watch 30 minute TV shows as short form video eats the world.
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have three $2T companies say they will spend ungodly amounts on AI capex through 2030, all within 24 hours now nuke SOXX
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there were signs
NC@NoCapCapital5Jul 15
UBS out with sensitivities around semicap EPS under $500bn 2030 WFE scenario Time to sell the last of my semicap!
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Ironically Muse's traction has led to negative $META eps revisions (emboldened to lean into capex, equity raise, no associated revenue)
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I think the discourse this weekend rationalizing this AI volatility is too sympathetic..markets have just become f'n nuts and irrational in ST, no reason securities should move 20-30% monthly
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gonna need a lot of CXMT dram for that
Elon Musk
@elonmuskOct 15
Maybe more than 10GW
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Awesome day at @AnthropicAI. Aren’t allowed to discuss most of what was said, but extremely impressive all around, and especially as you look under the hood. Seems innovation at the frontier and Jevon’s paradox are alive and well.
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dear pods - you realize the higher gross revenue = still good for the clouds right?
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sorry boys
NC@NoCapCapital5Jul 30
expensive quality compounder bros, hope you enjoyed your month in the sun
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on a long enough timeline (usually weeks, sometimes months, never years), every AI bear case quietly withers away
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Have you guys (professional investors) learned not to take financial advice from anime profile pic / dog drinking a soda profile pic accounts?
NC@NoCapCapital5Jul 21
Replying to @Franny8
Can't believe the actions of "bubbleboi" are something people pay attention to
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Some of these consumer stock charts giving SaaS in February / semis in July vibes - it's go time
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There are two camps with quite different opinions on $DRAM. Those who have spent the time modeling incremental wafer supply vs. demand growth from server+HBM, and those who have not. If you want to have an informed view on the stocks you must at least try to do that work
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$GOOG's copy-paste version of Instinct/muse gonna be epic. Think about all the surfaces they already own
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I gave the fly brain $100 to trade bitcoin. Dopamine neurons are stimulated when the fly makes profit. Neuron activity controls buy/sell decisions and makes trades on coinbase. Will the fly get rich?
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🤔 $NVDA
NC@NoCapCapital5Feb 25
Replying to @TBU12345678
i have a feeling its gonna shoot up 30% for the year all in 2 months, unsure which 2 months..
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Overall, I’m very surprised at how little media coverage there’s been around the OpenAI / Hugging Face attack. It’s clearly one of the most important things to happen this year.
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Ok $300bn WFE bois. Your beloved semicap is cheap to very cheap on your numbers. You guys doubling down or.. ???
NC@NoCapCapital5Jul 15
UBS out with sensitivities around semicap EPS under $500bn 2030 WFE scenario Time to sell the last of my semicap!
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This is a visual of the A team. $LITE great too altho I don't like val'n. xitter.cf/tailrisked/status/2093…
NC@NoCapCapital5Aug 27
AI influencer accounts' pumping of $AMD $AVGO $INTC and Samsung was/is so odd. You want to be long the trio of $SKHY $NVDA $TSM fullstop.
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