Dad, Small business owner, Beer lover, AI enthusiast, recovering academic
Joined February 2014
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Nipacrand retweeted
I’ll go ahead and nominate myself for the generational fumble leaderboard.
Too late to respond?
I feel like $aapl traumatized the memory makers so badly. Can we all agree to blame $aapl for the '28 and '29 HBM shortages?
This is the best piece of journalism published this year. Make sure you read it.
It’s a masterful piece of writing.
wsj.com/tech/apple-iphone-me…
Nipacrand retweeted
$CRWV bond YTM continues to collapse today. I highly suggest positioning accordingly. Someone is likely buying their debt based on upcoming announcement of debt backing.
Nipacrand retweeted
Honestly massive improvement. Hopefully this routing change can help create the conditions for high quality inference across the board
We just shipped our biggest improvement to our provider router since the founding of OpenRouter.
Before, we prioritized mostly based on price. The new router now rewards the best quality inference for the actual cost of a request, so requests stay cheap but are also fast and reliable.
Providers that deliver more value automatically win more traffic, so every provider has a reason to keep improving. And every time a provider gets better, so does your inference on OpenRouter.
Nipacrand retweeted
Citi TMT $MU:
"Overall, we believe the market is underestimating how constrained DRAM/HBM supply is likely to remain as AI-driven demand from hyperscalers continues to accelerate, while memory makers face diminishing benefits from process shrinks and must rely on long-cycle greenfield capacity additions. As a result, HBM and advanced memory supply could remain tight through 2027 and 2028."
"Supply is the underappreciated piece, in our view: Node transitions yield less density (1-delta ~25% vs 1-gamma and prior nodes 30-40%). HBM's trade ratio eats wafer capacity, and DRAM bit growth is only in the low 20s. Real supply relief needs greenfield fabs, which takes a long time and cleanroom space is the constraint. Micron's construction spend as a % of capex is approaching 50%."
SOXX and memory coming off lows. Feels like a little breather from the run over the last week. CAPEX story seems intact.
Nipacrand retweeted
My take: Warsh is not a hawk or a dove. He's not a traditional central banker in his mental models, so that signal extraction is pointless. The signal ain't there.
Nipacrand retweeted
AI-driven inflation eased in September, contributing just 0.82bps to headline PCE #inflation, down from December’s peak of 4.60bps @economics
Nipacrand retweeted
muse is built different!!
muse team is anti-slop-text
Meta's @Muse answers questions very differently from ChatGPT or Anthropic.
It cites more sources but uses far fewer words and tables, and doesn't try to ask a follow-up.
This short-form content is designed for dealing with tasks rather than continuing a conversation, and frankly, it's far less exhausting to read. This speaks to a really well designed AI experience and its so different from the base LLMs.
Great study by the AirOps team 👇
gg @alexandr_wang
Nipacrand retweeted
In reality, the Fed slowed QE5 immediately when Warsh took over, and the Fed's holdings of Treasuries and MBS have been flat to slightly down the last 9 weeks, all without any announcement from the Fed. The stock market is responding to that turning off of the faucet.
Nipacrand retweeted
🇺🇸🇮🇷Regional mediators led by Qatar are trying to reach a diplomatic deal to restart negotiations between the U.S. and Iran and prevent the resumption of war after the midterm elections, three U.S., Israeli and regional sources say. My story on @axios
axios.com/2026/10/28/iran-wa…
