Fabricated Knowledge
@_fabknowledge_
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Simplifying the world of semiconductor investing in the age of AI. Part of the @semianalysis_ gang.
Joined September 2021
RT @METR_Evals: We ran a randomized controlled trial to see how much AI coding tools speed up experienced open-source developers. The resu….
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At least i think i know which direction the pain trade is lol.
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RT @modestproposal1: cruel enough to call peak software, but to analogize it to legacy media ☠️
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Today I wrote about how Media in 2010 feels a lot like software in 2025. The war has been won, and now a new entrant (internet + cost down in media creation) has come. I truly think over the next 10 years, supply will overwhelm demand, and with that. price goes down.
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I cannot stop seeing the "we will just amazon basic it" strategy over and over with amzn on their liquid cooling.
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RT @natolambert: Grok 4 coming soon after Llama 4 with a completely different trajectory should help people finally take in how important c….
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The reason I know this video is fake is because @dylan522p is surrounded by his wife(s?) LMAO.
@dylan522p Don't be too sad about the damage and delays, Dylan. @DeepInfra is now renting B200s for only $1.99/hr at . Of all the Dylans, Happy Dylan is the Best Dylan!!!
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RT @dylan522p: Thank you to the NASDAQ for putting SemiAnalysis ClusterMAX up on the New York City Time Square billboard!.Our ClusterMAX cl….
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RT @dylan522p: TSMC engineers are famous for rushing to fabs after earthquakes even when not called in.SemiAnalysis team is now famous for….
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RT @SemiAnalysis_: ClusterMAX billboard is in NYC Times Square today. SemiAnalysis' ClusterMAX is the premier GPU cloud rating system cover….
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Momentum has been blowing up since 7/1 . This is intrasector but i know this effect is happening in a bigger way across sectors / stocks
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Something that is different this cycle is that we are finally using balance sheets again / issuing equity again. Does anyone remember ex-cash P/E during ZIRP? . It was a one way function, offer debt to buy your equity back and buy shares back. The heavy financial engineering of.
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