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HeidingOut Profile picture
HeidingOut
@HeidingOut
6500 genetic differences between a male and female. A Y chromosome in your DNA means, “You can put lipstick on a pig, but you're still a pig”.
Apr 22 • 6 tweets • 3 min read
Tonight, I had dinner with a friend who’s also a tech CEO. Given my interest in stocks, we ended up in a 4H, in-depth conversation/debate about which companies and stocks stand to benefit the most from the changes $NVDA and Jensen announced in March. Figured some of you fellow nerds might be interested. I tried to keep the technical jargon to a min. And, I'll make this into a thread of what he/I came up with revenue estimates/profit thoughts. **NFA this is only two nerds using AI and a couple of extremely strong drinks as to how each company would be affected and who stands to benefit the most.

The Rubin + Groq LPX isn't just faster inference, it’s about where AI dollars go next. Disaggregated serving in the range of 35x shifts value: HBM, advanced packaging, Ethernet and optics, SSD/NAND and capacity storage, cooling and power systems, substrates, server integration, and test/burn-in. Some of the biggest winners will be obvious mega caps, but some of the highest % upside will come from smaller, more specialized companies. 👇 Tier 1: Most likely biggest winners overall

These are the names that, in my view, have the strongest combination of direct exposure, scale and might be the biggest winners obviously other than $NVDA. Image
Dec 17, 2024 • 4 tweets • 2 min read
$AMD is def one I'm banking on for 2025. First off, we have short term price targets of $140 - $143. Guessing in the next few months $226-$237 based on a falling wedge and a double bottom that has yet to resolve. @steve2bacon and I have been screaming this name for the last few weeks.

I don't think you take short dated calls. At least 6 months out or leaps. Commons or $AMDL work as well. This is the best chart setup with a high r/r. We have $120.00 marked in my charts as major support. Today, we ended the daily with this beautiful doji. I'll link my other post in the comments if you want to read about tax loss harvesting or wash sales, etc. Anyone wants a discussion about their chips versus $NVDA or $AMZN just let me know. $AMD $AMDLImage @steve2bacon @Gigi12341983135
@HOLDTILLTHEMOON
@My_Investmement
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