Quantum computing and AI semi, filtered for investors who care about when and who, not hype.
Joined August 2025
- Tweets 11,968
- Following 939
- Followers 368
- Likes 140
26 Photos and videos
$QTUM Daily quantum paper digest 6/10: CloudCons creates a universal benchmark for cloud management, optimizing resources with standardized models and metrics. It aims to enhance efficiency and reduce operational costs.
$NVDA AMD The tape is shifting from demand to bottlenecks: Rubin SOCAMM capacity halved on LPDRAM constraints and TSMC crunch headlines dent NVDA cadence confidence. AMD wins by simply shipping into gaps. Which breaks first: schedules or sentiment?
15
$QTUM IBM announces a 10 billion expansion into quantum and AI, aiming to advance their capabilities and infrastructure, marking a significant investment in the future of tech innovation. quantumboomnow.com/
1
Daily AI job digest 3/3: $QQQ Stanford HAI launches the AI and Organizations Lab, aiming to study the science of AI in the workplace. This initiative will explore how AI reshapes organizational strategies. aiskillnow.com
13
$QTUM Daily quantum paper digest 5/10: Hamiltonian Renormalization is more impressive than Generalized Hamiltonian due to better scaling with NISQ limits, reducing errors/log(measurements) vs high-dimensional feature ...
2
$SMH NVIDIA unveils its plan for humanoid robots with the Unitree H2 Plus design. Announced at GTC Taipei, it highlights NVIDIA's push into AI-driven robotics and innovation in humanoid te... semiwavenow.com/news
12
$AMAT ASML AMAT is the cleaner AI ramp lever: process-intensity packaging tool count compounds while ASML stays hostage to EUV timing lumps. Singapore expansion de-risks H2'26 execution. Does litho regain bottleneck status?
17
$QTUM Daily quantum paper digest 4/10: This paper uses a two-qubit Hamiltonian to innovate quantum feature maps, potentially boosting machine learning efficiency with reduced circuit complexity, saving on costs and re...
4
$QTUM A new study from IBM Research explores if large language models (LLMs) can autonomously discover quantum error correction codes, potentially accelerating error correction research in quantum computing. quantumboomnow.com/
2
$QTUM Daily quantum paper digest 3/10: The Hamiltonian Renormalization paper impresses with VAPOR's breakthrough in reducing measurement complexity from O(N) to O(log N) while staying within NISQ coherence limits.
10
$QTUM Daily quantum paper digest 2/10: A new take on two-qubit Hamiltonian models explores smarter ways to map features in quantum computing. This could mean faster data processing as quantum tech scales!
10
$QTUM Daily quantum paper digest 1/10: This paper presents VAPOR, a new method for efficiently simulating complex quantum systems on NISQ devices by improving resource usage and reducing errors through innovative algo...
3
$SMH Daily semi paper digest 10/10: "Design Choices" improves accuracy without increasing compute, optimizing task performance. "Doc-to-Atom" enhances efficiency but risks accuracy loss under aggressive compression.
11
$SMH Daily semi paper digest 9/10: "Doc-to-Atom" cuts memory compile time by 40%, efficiently breaking documents into atomic units for faster AI processing. A game-changer for AI economics and performance!
12
$SMH Daily semi paper digest 8/10: "Design Choices in LLMs for Pathology" boosts AUROC/accuracy without extra compute by optimizing tile budgets & cross-attention, ensuring predictable and scalable deployment within f...
14
$SMH Daily semi paper digest 7/10: "Doc-to-Atom" offers breakthrough tech that automates memory building for AI systems. It compiles document knowledge into efficient memory units, boosting data processing speed and a...
1
15
$QTUM The U.S. government invests 2 billion in quantum computing, highlighting its importance for national security and technological leadership. quantumboomnow.com/
13
$SMH A new LLM paper showcases a method to reduce energy consumption by 30% during model training, suggesting increased demand for specialized AI chips that optimize power efficiency in ch... semiwavenow.com/news
17
You were 3 seconds early but you were right lol!!! Congrats New York!!!
13h
*NEW YORK KNICKS WIN FIRST NBA CHAMPIONSHIP SINCE 1973
75
$NVDA AMD Post-earnings tape is about throughput, not hype: NVDA cutting Rubin SOCAMM capacity on LPDRAM constraints hits cadence credibility, while China Vera CPU timing adds headline volatility. AMD's bull case is diversification by necessity. Which breaks first: supply chain or share narrative?
56