Alex (@alexfldm) 's Twitter Profile
Alex

@alexfldm

Keen Observer|Reader|Analyst

ID: 1535074548651016193

calendar_today10-06-2022 01:43:12

893 Tweet

142 Followers

172 Following

Sanchi Khurana (@khuranasanchi) 's Twitter Profile Photo

Unless the U.S. can dramatically expand its energy supply and simultaneously bring down electricity costs within the next 2–3 years, China would have already won the AI race.

Sanchi Khurana (@khuranasanchi) 's Twitter Profile Photo

TACO is the only certainty — it will take sometime for the trade to play out but China just played its best 4D chess and it’s taking sometime for the American team to play catch-up.

Alex (@alexfldm) 's Twitter Profile Photo

"In a fiat-fueled clown world, I blew $250K on 5 million nickels—my 'copper coup' against the Fed! They're worth more melted than minted (shh, don't tell the feds), and now my garage groans under 55K pounds of Jefferson's vengeful revenge. Who needs Bitcoin when your piggy bank

Alex (@alexfldm) 's Twitter Profile Photo

When AWS US-East-1 goes down, James Hamilton just docks his yacht, reboots the cloud with a wink, and sails off into the uptime sunset. 😉😎

Alex (@alexfldm) 's Twitter Profile Photo

Just saved $50 on my subscription by VPN-ing to Poland—now my wallet’s singing ‘Cheap Thrills’ while my US bank account cries in capitalism. #LifeHack 🇺🇸

Dan Nystedt (@dnystedt) 's Twitter Profile Photo

Smartphone memory chip prices are rising and lead times for LPDDR5x are now 26-39 weeks, meaning orders placed now won’t be delivered until mid-2026, media report, adding tight foundry production lines are also squeezing global smartphone chip giants like MediaTek and Qualcomm.

Ray Wang (@rwang07) 's Twitter Profile Photo

DRAM pricing surge is just completely unstoppable. DDR5 of course is noteworthy while that one company holds DDR4 production hit daily limit. No slowdown for most memory players, module makers, controller......for now at least.

DRAM pricing surge is just completely unstoppable. 

DDR5 of course is noteworthy while that one company holds DDR4 production hit daily limit.  

No slowdown for most memory players, module makers, controller......for now at least.
Suresh K (@sureshkbn) 's Twitter Profile Photo

Tdpower I don’t see as PEAD candidate now . Only surprise is increasing guidance . All priced for this valuation for fy26 . May be good for long term

Alex (@alexfldm) 's Twitter Profile Photo

In the fleeting dance of existence, material wealth unquenchable greed are but illusions—shadows that vanish a dawn. The coins clutched in bribery's grasp will scatter like dust in the wind, for in the end, we depart as we arrived: empty-handed, leaving every ill-gotten gain to

Alex (@alexfldm) 's Twitter Profile Photo

Good result by Strides Pharma Ev/Ebitda ~11.1x Management continues to guide US towards ~$400m by FY27–28, with improving margins and debt reduction. Might have a good upside

Good result by Strides Pharma
Ev/Ebitda ~11.1x 
Management continues to guide US towards ~$400m by FY27–28, with improving margins and debt reduction.
Might have a good upside
Alex (@alexfldm) 's Twitter Profile Photo

In the spectacle of startups, Lenskart's got eyes on the prize: 60% margins so sharp they could cut glass, 98% repeats like a bad habit you love, and marketing spend slimmer than a hipster's frames. Who needs ads when your customers keep coming back for seconds... or sevenths?

Alex (@alexfldm) 's Twitter Profile Photo

Elon tweets about neuralinks, OpenAI drops bombshells, Zuck floods us with Llamas – but here's me with a Frankenstein GPU monster where AI agents team up like sneaky elves to avoid the trash bin. Pro tip: Local AI > Cloud drama. Who's laughing now? #PewDiePieAI