3X Long Labubu
@hhuang
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Labubu long term investor/bag holder. Trading as a hobby. All of my tweets are just my personal opinions. Not financial advice
Los Altos, CA
Joined July 2009
SK hynix dragged Asian indexes sharply lower and also pulled down U.S. futures in the overnight session.
Why did SK hynix go from surging to falling today? Has SK hynix been warned by the FSC? Under what circumstances would they be warned? If it hits a new intraday high today, will there be another warning?
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Recap: AMKR/CLS/TSEM/CRDO still LFG and holding! Since then AMKR +25% CLS +36% TSEM +40% CRDO +0% ALAB had super awesome ER but bearish narrative, -30% ENTG is DrunkenMiller’s 13f, not sexy to me anymore. -10%
My new semi plays are ENTG/AMKR/TSEM, loaded yesterday. Still bullish in CRDO/ALAB/CLS but will only add when there is any dips.
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The 🇨🇳 PLA is on their way to help US to build the powershells!!! 🔥🔥🔥
He is right CoreWeave has 2.9 GW of contracted power and only 20% is active (600MW) "Hard part is powershell"- Construction workers, electricians, plumbers, transformers, turbines, gensets etc everything is scarce
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@hhuang He is not really a clown, but just an ignorant who doesn’t have first hand knowledge. That’s why Buffett also tells us to invest within one’s circle of competence.
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Our updated $SNDK model. I do think we’ll see EPS enter a crazy range next year.
Review| $SNDK 3Q25: Further Margin Upside Expected As noted in our prior mid-training article, new model training methodologies are set to drive greater storage demand. Combined with the significant SSD price hikes we’ve highlighted in Substack Chats, Sandisk predictably
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In fact, the A100 is still valuable in certain scenarios. For example, in some recommendation workloads, the A100 can actually be more useful than the H100 because of its bandwidth characteristics.
Amid the global consensus discussion about an AI bubble. H100 spot price to increase by 8% in Q4 2025. H200 spot price to increase by 18% in Q4 2025. $NVDA
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“He said Nvidia’s next-gen Rubin AI chip is in production. (8/22 said Rubin was in trial production)” 👀
Nvidia CEO Jensen Huang visit to Taiwan 11/7-8 Summary: TSMC founder Morris Chang was ill and did not attend Sports Day Jensen: Business is strong, growing, and demand for Blackwell is extremely strong He asked TSMC for more capacity He said Nvidia’s next-gen Rubin AI chip is
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An example of GPU demand extending beyond what the market believes from the $CRWV call. H100s are being contracted for only 5% less than the original contract. $NVDA
https://t.co/B7sFbPzdke Friar stated that the “life of a frontier chip” is uncertain, posing the question of whether frontier relevance lasts 3–5 years or longer, which complicates chip financing. It was also stated that, given current compute constraints, A100‑equivalent GPUs
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其实美股AI大背景下就两个主题 一个缺存储 一个缺电 iren，cifr这种比特币矿场转aidc，其实也可以归类于缺电的叙事 除此之外，就是BE，FLNC，EOSE
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Btw, I'm bearish on HBF
@zephyr_z9 Once HBF hits the market, SNDK market cap will be more than half of MU's. I would say 3x to 5x growth. Too bullish?
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Mr Burry is a 🤡 Just a little DD can invalidate his BS thesis.
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Michael Burry is wrong here. $GOOG 7-8 years old TPUs are still running at 100% utilization according to the Google Cloud VP. $NVDA A100s sold in 2020 are still running, and H100’s won’t retire before 2027. Hyperscalers, may be understating D&A, but not as much as Burry says.
Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era. Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful
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Up we go
Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era. Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful
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This guy should do more DD before jumping into the puts 🤣 Does he know A100 and fully depreciated TPUs are still fully serving the AI jobs everyday? GPU/TPU resource is scarce as fuck! Anyway thanks for your puts, it’s providing positive delta flow to support the market
Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era. Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful
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bought some but just a small position. The name has too many Chinese/HK HF, my concern is it might pump and dump pretty rapidly. Anyway for the DC power supply, in terms of the speed and readiness of delivery and supply expansion, SOFC > Solar > Wind > Natgas >> Nuclear(SMR)
一再提示CSIQ，有多少人认真研究了呢 $CSIQ
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A tweet worth $1M~~~ If you do intra day trading, sell in the morning buy in the afternoon seems a good strategy. But anyway patience will be paid off.
Different month same story.
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Or NVDA is consolidating, it’s like a vampire to the market , lol
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