7 @quantLR

Managing L/S Book. Fear causes hesitation, and hesitation will cause your worst fears to come true. I don’t trade for direction, I trade for distribution. lrmi.ai Joined August 2021

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7 @quantLR

3 days ago

@damnang2 For their fucking server racks lollllll Qualcomm buys DRAM for the racks hence why they need test engineers to test they’re capabilities in their racks they will sell

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7 @quantLR

4 days ago

@jiahanjimliu @FOwl_Market They’re that slow anon

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$RMBS & $SIMMTECH Both SIMMTECH and Rambus play key supporting roles in SOCAMM/SOCAMM2 production, though they supply different critical components rather than the DRAM chips themselves (which come from Micron, SK hynix, and Samsung). $DRAM $MU

Ben Bajarin @BenBajarin

4 days ago

I called this out in our second agentic CPU report but that is a lot of DRAM/SOCAMM. thediligencestack.com/p/secret-agent…

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7 @quantLR

4 days ago

$MU officially crosses $1000 per share

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7 @quantLR

4 days ago

Bullish $LPKF

Omer Cheema @OmerCheeema

4 days ago

Glass core substrates are being evaluated as one possible solution for future high-end packages because they may help support larger package sizes, finer interconnects, and improved dimensional stability compared to conventional package-substrate materials. According to Semi,

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7 @quantLR

5 days ago

75TB of likely SK Hynix $DRAM

Rohan Paul @rohanpaul_ai

5 days ago

Some cool visuals. Dell Delivers world's first Nvidia Vera Rubin NVL72 rack to CoreWeave. It packs 72 Rubin GPUs, 36 Vera CPUs, 3.6 exaFLOPS of FP4 inference, 75 TB of fast memory, and 260 TB/s NVLink bandwidth

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7 @quantLR

4 days ago

@RealNickMugalli @SemiAnalysis_ Always has been 😏

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7 @quantLR

4 days ago

@lauriewired Hahaha now that would be amazing

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7 @quantLR

5 days ago

@_melonBird @VenkatP1359 @MichaelDell @simpleinvest01 @DellTech @nvidia @CoreWeave His IQ is -2 STD lol

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7 @quantLR

5 days ago

Don’t bet against the GOAT’s 🐐 $CRWV x $DELL x $NVDA

SemiAnalysis @SemiAnalysis_

5 days ago

BREAKING NEWS: COREWEAVE & DELL IS THE FIRST CLOUD TO ANNOUNCE THAT THEY HAVE RUBIN VR200 NVL72 WITH FULLY PASSING L11 DIAGS. Next Step is to get multiple racks burnin in a couple & do software level bringup like sglang, vllm, dynamo, etc.

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7 @quantLR

5 days ago

$NVDA $DELL $CRWV 👀

Michael Dell 🇺🇸 @MichaelDell

5 days ago

We have the first @DellTech + @nvidia Vera Rubin NVL72 @CoreWeave. Here we go! 🚀

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7 @quantLR

5 days ago

@velvetmilkman0 @HighyieldHarry Carolina’s finest

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7 @quantLR

5 days ago

@MajorOcelot45 It was meant to be plainly over simplified, indicated by the low amount of context and effort put into the post. It’s still honest, just over simplified

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7 @quantLR

6 days ago

If China invades Taiwan $INTC is actually very diversified from a geopolitical standpoint. This holds some significance, for sure. $TSM

SemiAnalysis @SemiAnalysis_

7 days ago

Chip supply chain talk defaults to Taiwan. Intel runs an entire parallel chain that never touches the island. This is the life cycle of a single Xeon chip: Compute tiles in Ireland and Arizona. IO tiles in Israel and Arizona. EMIB advanced packaging in New Mexico. Assembly in

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7 @quantLR

5 days ago

@MajorOcelot45 Yeah no shit, because it took 30-sec to type and wasn’t an in-depth analysis 🤣 It’s just a thought not a full fledged thesis, forensically diving into the SC

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7 @quantLR

5 days ago

@MajorOcelot45 Well yeah no shit then. That’s way different than the sole context of what I originally said.

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7 @quantLR

5 days ago

@MajorOcelot45 Yes ik that, I’ve done business regarding servers. Intel is derisked compared to most regarding Taiwan, that doesn’t mean 100% lollll

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7 @quantLR

5 days ago

@MajorOcelot45 Negative anon. China invading Taiwan would induce a systemic sell-off, but Intel would therefore be less exposed. Exposed but less exposed than if directly going through Taiwan (yes ik they do business with Taiwan)