Kişisel Notlar concentrated momentum trades
Joined August 2021
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Rosenblatt raises $SITM price target to 900$
gurufocus.com/news/9165503/s…
Rosenblatt $SITM 750$ PT
They’ll be chasing hard after the run up starts, this pt is nothing
uk.investing.com/news/stock-…
santos retweeted
I think this sentence from $ANT S-1 sums up the AI trade pretty nicely:
"Anthropic will often make forward investments (especially in compute) that may seem irresponsibly large at first glance. This derives from our belief, based on the scaling laws, that AI's economic value is on an exponential curve and that the expected near-future economic value of our products will therefore be much larger than the current value. In order to fully capture the opportunity in front of us, we need to invest more aggressively than would a business that operates in a more slowly changing technological regime"
It's simply a market of AGI believers vs non-believers
Scale up on optics (800G -> 1.6T ->3.2T) = more timing units, higher ASPs
More switches = more timing units
Jensen Huang says at Nvidia GTC that AI data centers shifting to optical networking could drive a 15x increase in optical volume.
“Scale up is going to become optical.”
“I'm fairly certain the number of switches we need is going to increase.”
“And I'm fairly certain, the amount of optics that we need in the future will be, you know, several orders of magnitude more.”
santos retweeted
Actually a bit early and $SITM gonna be worth a premium irreplaceable
TESLA CONFIRMS OPTIMUS HUMANOID ROBOT PRODUCTION HAS BEGUN
$TSLA says its first production-quality Optimus robots are now coming off high-volume manufacturing lines at its Fremont, California factory.
Tesla says its manufacturing process is now suitable for a commercial product, although hardware improvements will continue.
Production remains in the early ramp stage, while its Texas facility is still under construction.
Tesla has not disclosed production volumes or a timeline for full-scale manufacturing.
Bu tweeti tepe noktası atmam cidden komik olmuş...
Aynı metni tekrarlıyorum, yapay zekanın değer üretimi daha yeni başlıyor.
Piyasa ne durumda olursa olsun fark etmez, (verilere dayanarak) optimist kalmaya devam!
Rosenblatt $SITM 750$ PT
They’ll be chasing hard after the run up starts, this pt is nothing
uk.investing.com/news/stock-…
