slope greater than y-intercept
Joined April 2020
- Tweets 3,317
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- Followers 230
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410 Photos and videos
walking around Main Street I found 2 new matcha spots - bonbon matcha and matcha filled day. A few months ago we got hey tea and izumi matcha a few months before that.
This is clearly a hard matcha takeover of South Bay!
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Jun 14
this tweet has 1.2M impressions. @nikitabier @elonmusk and x algo teamsโฆ do better!
Men only watch tennis because they wanna lick Emma Radacanuโs bumhole..
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Jun 13
dumb question on peptides and reta. Do you have to use BAC water only if you get them in the form of powders?
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Jun 10
the past few days were the most obvious dip scenario. started a couple days earlier than i expected. hate that, i still got caught swimming naked. aghhhhh
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Dosa_Capital retweeted
Jun 9
$AVGO CEO: "in Q3, we forecast non-AI semiconductor revenue to be approximately $4.5 billion, up 12% from a year ago. In summary, we expect Q3 semiconductor revenue to be $20.5 billion, up 124% year-on-year."
You know this thing is going back to all time high soon
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Jun 9
2 potential reasons
1/ majority of the google cloud backlog is customers wanting $NVDA GPUs not $GOOG TPUs
2/ GPUs are much better for training MoE models than TPUs, so maybe google wants this cluster for Gemini training
Jun 9
So is $GOOG compute constrained as the deal w/SpaceX implied, but not so constrained that they can sell $35B of their chips to their biggest competitor (Anthropic)โฆ?!
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Dosa_Capital retweeted
Jun 8
$AVGO | Mizuho ๐ซ๐๐ข๐ญ๐๐ซ๐๐ญ๐๐ฌ ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ on ๐๐ซ๐จ๐๐๐๐จ๐ฆ, ๐ฆ๐๐ข๐ง๐ญ๐๐ข๐ง๐ฌ ๐๐ ๐๐ญ $๐๐๐
Analyst sees Google's TPU ramp driving a potential $600B opportunity for Broadcom by 2028, believing market share loss concerns are overblown.
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Dosa_Capital retweeted
We value SpaceX at $63 per share, a 53% discount to the upcoming IPOโs offering price.
Even giving SpaceX the benefit of the doubt in several key forecasts, only the most optimistic โMoonshotโ scenario approaches the IPO offering price. spr.ly/6010B8Iqtr
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Dosa_Capital retweeted
Jun 7
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Jun 7
she is so attractive and scary at the same time. Itโs unnerving!
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Jun 7
this is an insane comeback no matter how you slice and dice it. especially when this comes after losing in 3 slam finals.
7th June 2022: Zverev undergoes surgery to repair multiple ligaments on his ankle after falling in his semi-final vs Nadal ๐ค
7th June 2026: Zverev wins his first Grand Slam on the same court ๐
A full circle moment โจ
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Dosa_Capital retweeted
Jun 7
Congratulations, @AlexZverev on winning @rolandgarros! ๐ So well deserved after all the hard work and perseverance. Youโve been chasing your first Grand Slam for a long time, and you absolutely deserve it!
And congratulations to Flavio as well for a fantastic tournament! ๐๐ป
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