Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
TheValueist Profile picture
TheValueist
@TheValueist
L/S equity in tech and energy. ISO convexity. Factor aware. Path independence matters. Results never lie. Not financial advice. Creator: CRAVE Thesis of GAI.
Dec 14 • 6 tweets • 5 min read
$TSMC $AMKR $NVDA $AMD Advanced Packaging: AI Accelerator Bottlenecks and TSMC CoWoS Evolution Image
Image
Image
Image Image
Image
Image
Image
Dec 14 • 6 tweets • 5 min read
$MU $000660 $005930 The HBM Ecosystem and Generative AI Memory Market DynamicsImage
Image
Image
Image Image
Image
Image
Image
Dec 13 • 4 tweets • 4 min read
$NVDA CUDA's Platform Evolution and Generative AI StrategyImage
Image
Image
Image Image
Image
Image
Image