Semiconductor reply guy analyst.

Joined March 2008
1,461 Photos and videos
Building something fun for @KSeattleWeather to play. Inspired by @kotsoft #wawx
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Jun 12
Don't let your dreams become memes.
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Jun 12
I haven't had this much anxiety since I started driving an electric car. I really hope @claudeai gives us some kind of reset budget, or at least enable my account to have unlimited Fable tokens.
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I bought this phone because of its prime core L1 cache. Normally a cache uses a six transistor design for density. @MediaTek used a 12T design for performance and power. The trade off is die size, which I pay for in my pocket, but the end result is a faster, more efficient SoC.
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Jun 9
First thing I did on VisionOS 27.
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Israel and Iran are attacking each other and Trump is in a corner soiling a diaper and holding his hands over his ears while he screams "peace"
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Jun 5
Oof.
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Jun 4
A lot of assumptions and facts still hot from the ass of which they were pulled.
$AAPL will reportedly use $GOOGL Cloud's $NVDA Blackwell fleet to power its overhauled Siri after its own Mac-chip servers proved too slow to run the model. Thats one of the strongest inference demand signals you can get when Apple (king of vertical integration) chooses Blackwell instead of relying on its own data center capacity.
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Holy shit
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"So you're aware that America is a low-cost and energy secure food producer" "Yes, Dave" "And you're aware that the US federal government basically subsidizes food production." "I am" "And you understand that us consumer staple companies benefit from this and are trading at their lowest share prices in decades in some cases, with single stock short interest, that's off the charts for these names" "I am" "And so can you explain to me why you're buying Korean memory stocks like a f****** degenerate when you can get an 8% yield that's practically a perpetual Bond?" "Well Dave, the memory stocks are going up 5% everyday, and the consumer staple stocks are going down" " Don't you realize that anything can go 5% up everyday can go 5% down everyday? You are currently chasing something that literally nobody actually needs. Nobody needs memory stocks. Everybody on this planet needs food. We are entering a food and energy crisis. What the actual f*** are you doing shorting food, stocks and chasing Korean memory stocks? If you're still doing this the next time we speak I'm going to f****** kill you."
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Jun 3
Why spend 85,000 dollars with @SemiAnalysis_ when you can get better data here.
Something that may be of the most interest is our data center map Weโ€™ve found and mapped out all 74 100MW data centers in the US, with power capacity, status, zoning, and updates. Updated weekly.
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Jun 2
Proudly advertising your Substack in your profile should result in prison time. Death penalty for semiconductor "analysts".
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iFred retweeted
๐Ÿซก high-resolution ground-baswd GPS and drone-based lidar should give us some oil market alpha
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iFred retweeted
Cool power semi wall. If I can โ€œsampleโ€ a few lab test instruments off the exhibition floor, no better way to perform head to head comparisons for stonk purchase beta
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iFred retweeted
David Foster Wallace on watching Blue Velvet

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Rare footage of legendary George Gershwin performing a piano solo of his iconic hit, โ€œI Got Rhythmโ€ filmed during a Manhattan theater opening ๐ŸŽน(1931)
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May 30
He willed his grand piano to a friend, only after his friend had moved it cross town back to Paulโ€™s place.
Remembering the great Paul Desmond, who passed away on this day in 1977.
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iFred retweeted
Nothing to see here. Just 24% of the worldโ€™s copper supply declining by 14% in April. Luckily weโ€™re not building technology that requires even more of this stuff.
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Leonard Cohen and Sonny Rollins playing โ€œWho By Fireโ€ on NBCโ€™s one of a kind Nightmusic (1989). We have the late Hal Wilner and David Sanborn to thank for dreaming up and producing the greatest music show thatโ€™s ever been on tv.
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