softcareline retweeted
Yes, Liwei is a semiconductor permabull. I’ve dug through plenty of data, and I still think today’s market pricing is a joke.
If SaaS is yesterday’s business and AI is the future, explain this: five AI suppliers average just 16.8× forward earnings, while five mature software companies command 15.3×.
A potentially world-changing technological revolution gets a miserable 10% premium.
NVIDIA’s forward P/E is below Workday’s. Broadcom and TSMC trade below ServiceNow. If AI really is going to eat software’s lunch, and its suppliers have stronger earnings power, that tiny premium makes no sense.
Of course semiconductors are cyclical. But before getting even more bearish at these levels, work out how far AI companies’ expected earnings will actually fall.
Some media outlets keep shouting that “the AI bubble is bursting.” Yet I think the inflated optimism behind those bubble valuations has already been squeezed out. As retail investors, we don’t need to keep scaring ourselves.
softcareline retweeted
For anyone discussing today’s low volume (It was actually average), markets melt up on low volume & bottom on high volume. Enjoy the incoming ‘most hated rally’ ever, followed by a massive releveraging event in Q1 (Because funds have beaten down puppy syndrome and are afraid to add risk so they’ll wait a quarter).
softcareline retweeted
Let me tell you why the Democrats won.
Gas is $6.50 in my town. That hits every household. Contractors won't go to Home Depot because they're afraid of ICE. Those are the real issues people voted on. Not data centers.
Both parties talked about slowing data center growth while reviewing the backlog. They didn't say stop. They said don't drain the water. Don't raise electricity prices on consumers. That's why data centers are already moving off the grid and away from water cooling.
Wall Street wants you to believe this election was about data center growth going to zero. It wasn't. It was about gas prices and kitchen table economics and immigration.
If you're selling your tech because of that narrative, you're handing your shares to Wall Street at a discount. Six months from now the same sell-side analysts will tell you how valuable Nvidia, compute, and memory are again. And you'll buy back at higher prices.
Don't let Wall Street use an election to shake you out of a structural trend.
softcareline retweeted
Spot pricing for preemptible VMs no longer has a price ceiling. Starting today, the price can exceed the on-demand rate.
Track live prices on the website or via the open API: nebius.com/spot-prices
softcareline retweeted
-This ties back to what Elon said in another post, any missing piece, even insignificant can de-rail the build out
-He expects some kind of bottleneck(s) to prevent completion of buildouts where the builder failed to secure something (anything)
-a lot of mostly completed datacenters, but the somethng missing means they are stranded
-like a car missing 1 tire, or a steering wheel, anything missing, even insignificant means the unit is useless
The more common this becomes, the higher the cost of compute will be
softcareline retweeted
Don't let Obama buy the election by handing out unlimited free money to states.
And now he’s down already about -40% lol $NBIS
biggest bald one eyed fucking retard michael burry still stuck in 2008 shorting every ai namewhile the market is at ath and this absolute braindead cassandra keeps screaming 1987 crash from his substack bunker like a broken clock that only works once every twenty years
this retard just shorted orcl and nbis today at the top like its free money rolling puts into 2027 because he still thinks the ai bubble pops tomorrow meanwhile nvidia keeps printing and the only thing getting liquidated is his short book twitter already calling him captain early broken clock the fish are shooting YOU in the barrel retard and this guy still acts like hes the smartest man alive while his thesis gets delayed another decade
classic big short retard energy one legendary call 18 years ago and now he just sits there shorting hyperscalers adding random longs in flutter and fiserv after they dip and calling everything a bubble while the rest of us make money absolute fucking legend of being wrong on timing for 15 years straight godspeed fellow retards $NBIS $AAOI $ORCL
$SNDK launch of HBF memory
This weekend, FMS 2026 (Future of Memory and Storage) unofficially started in Santa Clara, California, where SanDisk and $SKHY held presentations for industry experts, engineers, and analysts. There they presented their new HBF memory.
What is HBF?
HBF is the solution before the memory wall within AI data centers.
HBM (DRAM): Extremely fast, but has very low storage capacity and is gigantically expensive.
Thoughts?
eSSD (NAND): Gigantic storage capacity at a low price, but too slow to be fed directly to GPUs during ongoing AI computations.
HBF (New category): Combines the capacity from NAND with the parallelism from HBM. It allows AI servers to keep enormous language models, KV-cache, and RAG databases active in memory at a fraction of the power consumption and cost of DRAM.
What it does:
50–70 % lower TCO (Total Cost of Ownership):
Which includes reduced production cost per generated token by up to 50 % to 75 % compared to a pure HBM/DRAM infrastructure. 60–70 % lower power consumption with significantly lower cooling requirements.
Conversation context becomes longer: Unlimited KV-cache: Enables enormous context windows which includes remembering entire books, codebases, and long conversation histories without performance degradation or memory crashes.
10–20x higher concurrency: A single server can serve significantly more parallel users and AI agents simultaneously.
New higher price target:
This has been developed in collaboration with SK Hynix but SanDisk will be 6 months ahead with this technology. HBF will probably be presented at their next Q report which will adjust future free cash flows and give a significantly higher price target.
I believe we will see an explosive rise of SNDK when HBF is presented.
softcareline retweeted
$NBIS: WILD statement From Bloom Energy ($BE) CEO.
"The 1GW Data center... will deliver between $12B to $24B in revenue per year" 🔥🔥
Now think about $NBIS and their goal of 5 active GW by 2030.
That would put 2030 revenue in a range of $60B - $120B PER YEAR in revenue.
Even saying 20-25% net margin....
NUTS!
$INTC wow nice!
Revenue: $16.1B (+25% YoY) vs. $14.5B expected
Adj. EPS: $0.42 vs. $0.22 expected
Data Center & AI: $6.3B (+59% YoY)
Intel Foundry: $5.8B (+31% YoY)
Operating Cash Flow: $7.0B vs. $5.23B expected
Q3 Revenue Guide: $15.8B–$16.8B vs. $15.2B expected
Israel Defence Forces now investing in $NBIS
Maybe you should consider it too 🇮🇱
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: IDF and Oaktree Invest $1.7 Billion in Bloom Energy AI Power Project - $NBIS $BE
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:
➤ 𝐈𝐃𝐅 and 𝐎𝐚𝐤𝐭𝐫𝐞𝐞 announce 𝐒𝟏.𝟕 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 AI infrastructure investment.
➤ Project will deploy 𝐁𝐥𝐨𝐨𝐦 𝐄𝐧𝐞𝐫𝐠𝐲 fuel cell technology.
➤ Power will serve 𝐍𝐞𝐛𝐢𝐮𝐬'𝐬 AI cloud infrastructure.
➤ 𝐈𝐃𝐅 leads project development with 𝐎𝐚𝐤𝐭𝐫𝐞𝐞 as minority equity investor.
➤ 𝐌𝐨𝐫𝐠𝐚𝐧 𝐒𝐭𝐚𝐧𝐥𝐞𝐲 acted as sole tax equity investor and placement agent.
➤ 𝐌𝐔𝐅𝐆 𝐁𝐚𝐧𝐤 provided senior debt financing.
➤ Project delivers dedicated 𝐛𝐞𝐡𝐢𝐧𝐝-𝐭𝐡𝐞-𝐦𝐞𝐭𝐞𝐫 power for AI operations.
➤ IDF and Bloom have developed over 𝐒𝟐.𝟔 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 in projects together.
➤ 𝐎𝐚𝐤𝐭𝐫𝐞𝐞 managed 𝐒𝟐𝟐𝟒 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 in assets as of March 31, 2026.
👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬:
𝐀𝐦𝐚𝐧 𝐉𝐨𝐬𝐡𝐢, Chief Commercial Officer of Bloom Energy:
"AI infrastructure customers need more than innovative technology. They also need a path to finance and deploy power rapidly. Our collaboration with IDF demonstrates how institutional capital can help accelerate the build-out of AI infrastructure."
𝐍𝐢𝐤 𝐍𝐮𝐧𝐞𝐬, CEO of IDF:
"meet the energy demands of the AI economy."
𝐀𝐮𝐬𝐭𝐢𝐧 𝐏𝐞𝐚𝐫𝐬𝐨𝐧, Managing Director of Oaktree:
"confidence in Bloom's fuel cell technology"