Dad, Small business owner, Beer lover, AI enthusiast, recovering academic
Joined February 2014
- Tweets1.1K
- Following709
- Followers100
- Likes381
Nipacrand retweeted
Cloud Giants Update:
AWS (Amazon): $184B run rate growing 39% YoY (last Q grew 37%)
Azure (Microsoft): ~$138B run rate (estimate) growing 48% YoY (last Q grew 43%)
Google Cloud (includes GSuite): $123B run rate growing 103% YoY (last Q grew 82%, neither are cc)
RIP legend
Patrick Stewart, 'Star Trek' Captain and 'X-Men' Superhero, Dies at 86 hollywoodreporter.com/movies…
Nipacrand retweeted
It used to be death, taxes, and the left not being able to meme. They have REALLY upped their game this cycle.
"Say Pedophiles!"
Nipacrand retweeted
AMZN earnings cheat sheet
"Why Does This Stock Never Work?": Everything You Need To Know Ahead Of Amazon Earnings zerohedge.com/markets/why-do…
Nipacrand retweeted
Seasonality
November Strong Start, Mid-Month Dip, Strong Finish. $SPY has 11 bullish days, 6 straight to open. Midterm years run harder early, dip mid-month, then rally into month end, led by $QQQ +3.5%. Watch $IWM on day 12: up just 12 of 42 years. jeffhirsch.tumblr.com/post/8…
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
