Professional investment analyst specializing in infra, energy, power Tweets are not financial advice.
Joined October 2023
- Tweets341
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rorsack retweeted
Jensen Huang can still save himself >
- total submission to Israel
- kowtow to US oligarchy
- divorce from China > start to be critical against his motherland.
The US empire is ruthless, it requires TOTAL SUBMISSION
rorsack retweeted
Around 20% is contributed by China if u add up renting outside China, smuggling, and legal sales.
Btw, banning Chinese companies from renting compute outside China will hit the spot market very hard.
rorsack retweeted
ok so you’re asking a good question here
the main question now is did jensen disclose state secrets to a foreign power?
the outcomes are:
a) jensen cheated but did not leak state secrets to an agent of a foreign power
b) jensen cheated but did leak state secrets to an agent of a foreign
if we are interested in the truth, there would be an independent investigation playing out
but the China hawks are not interested in truth
given Jensen now has zero credibility, the China hawks can make up whatever story to achieve their goals, which is no advanced chips to China
there will be consequences to this, which ill elaborate on later
did I answer your (good) question?
Jensen if he somehow survives this scandal: "We must stop selling all chips to the evil Chinese communist regime, they are the greatest security threat to the world"
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rorsack retweeted
David Sacks on Gina Hinojosa: “She does not say that existing projects are protected...I don’t think there’s going to be major new projects in this new regime for a long time”
Asked what the midterms mean for data centers in Texas, David Sacks said people like Gavin Baker are too optimistic about the governor-elect:
SACKS: “And both of them are going to play out. Now, at the state and local level, I think people are just being way too optimistic about what this election means. I mean, I’m seeing like Gavin Baker saying, oh, don’t worry, Hinojosa, she seems totally reasonable. She’s not threatening any projects. And I’ve watched interviews with her. Look, I went and watched the interviews that Gavin watched, and I don’t see the things that he’s saying. She does not say that existing projects are protected. She simply says that there’ll be no new permits issued until they pass legislation dealing with the issues she’s talking about.”
JCAL: “What are the issues she’s talking about?”
SACKS: “I’ll explain it. But look, I saw an analyst from SemiAnalysis come out and say that you do realize that projects that are under construction right now don’t necessarily have every single permit they need to actually open for business. In other words, once you’ve constructed the data center, you may still have to get an air pollution permit. There’s various kinds of permits that sometimes you don’t get till the end. So if you take what she’s saying seriously and literally, that there’ll be no new permits passed until this new regulatory regime comes into effect, we could end up with a bunch of stranded, half-finished projects.”
“Now, I’m not saying that’s not going to happen. I’m not criticizing her because I don’t know what she’s going to do. She hasn’t even taken office yet. I’m simply pointing out that this could go a lot of ways. They could do this in a reasonable way or an unreasonable way. So you could end up with a lot of half-finished projects.”
“My base case is that the projects that are fully permitted will get done in 2027, but I don’t think there’s going to be major new projects in this new regime for a long time, for the simple reason that there’s no political incentive for anyone to grant a new permit or a new project.”
David Sacks predicts Democrats will use AI legislation and frontier-model approvals to create a surveillance and censorship state 'turbocharged by superintelligence'
“It’s 100% that Democrats are going to make a major push for AI legislation in the next Congress. The question is what that looks like. And I don’t think you have to speculate too much to understand where it’s going.
“I believe that Democrats want to create a surveillance and censorship state that’s turbocharged by superintelligence. I mean, that’s ultimately the end state.
“How do you get there? You create a department, a federal department of AI. You require that all the so-called frontier models have to be reviewed and approved by that. The regulators give their notes on it. You can’t get a model released unless you address their concerns.
“And their harms will include all the things that the government is telling us that social media companies should be concerned about, like disinformation and misinformation and dissonant thought. All the things that the government was pressuring the social media companies to crack down on and censor during COVID. How quickly we forget all of this.
“They’re going to basically reenact that whole regime again using AI, and it’s going to be infinitely more powerful because we’re talking about superintelligence here. So I do believe that that is the regime that we’re headed towards.”
rorsack retweeted
The motive behind today's astroturfed NVIDIA spy girlfriend story can be summed up as follows:
"JENSEN HUANG IS ASIAN, GET HIM!"
rorsack retweeted
The Texas data center developer who promised investors a fully operational campus by 2028 watching the election results despite still not having ERCOT interconnection approval.
$IREN is going to get crushed tomorrow. IREN's 1.7GW planned expansion capacity for Sweetwater is not yet under construction and at significant risk of delays now that Hinojosa is governor. Keep in mind that $IREN burns more than $500mm in run-rate SG&A. Nothing destroys equity value more than project pipeline delays. Investors in renewables developers/IPPs will know this firsthand.
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rorsack retweeted
Coming soon.
rorsack retweeted
It is criminal for @ezraklein to not talk to an actual economist on the so-called China Shock 2.0. Stop platforming snake oil salesmen. Talk to experts who have actually published at least 1 article on the subject.
FT is reporting in the 11th hour that the US tried to introduce restrictions on Canada’s ability to seal trade deals with other countries, obviously aimed at China. Canada refused.
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rorsack retweeted
China Wants Its Data to Power the World’s A.I.
Wow this is such dated analysis and shows no understanding of how AI platforms are used in the real world. Hint. it is not about chatbots anymore, and business are using open weight Chinese models on their own data. They are not asking about Xi Jinping...
nytimes.com/2026/08/17/world…
bloomberg.com/news/articles/…
Liang Wenfeng not happy that his comments to investors were leaked
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rorsack retweeted
“China is not doing communism, it’s doing state capitalism”
“Ok, can we do state capitalism over here?”
“No, that’s communism”
