Enertuition
@enertuition.bsky.social
Skeptic honed in seeing through Investment banker and management BS. Writing about AI, CPUs, GPUs, Solar, BEVs, Autonomous driving, etc. Tag me on anything related.
$GOOG $NVDA $AMD $AVGO Gemini 3 is a game changer but Google TPU is not. My take: open.substack.com/pub/enertuit...
Google TPU Success Is Not Sustainable
No, Google Is Not Entering The Semiconductor Business
open.substack.com
December 1, 2025 at 4:38 AM
$GOOG $NVDA $AMD $AVGO Gemini 3 is a game changer but Google TPU is not. My take: open.substack.com/pub/enertuit...
So there analysts who think that Meta using Google TPU is a worse news to $AMD than $NVDA?
Really?
Really?
November 25, 2025 at 4:00 PM
So there analysts who think that Meta using Google TPU is a worse news to $AMD than $NVDA?
Really?
Really?
$AMD $NVDA $AVGO $GOOG OpenAI
There are a whole lot of bad these out there on how AI plays out. But, if there are a ton of people running with the same bad thesis, dumb luck will start looking like a stroke of genius.
Some food for thought:
enertuition.substack.com/p/gemini-3-i...
There are a whole lot of bad these out there on how AI plays out. But, if there are a ton of people running with the same bad thesis, dumb luck will start looking like a stroke of genius.
Some food for thought:
enertuition.substack.com/p/gemini-3-i...
Gemini 3 Is A Game Changer For The AI Infrastructure Layer
Implications For Select Names
enertuition.substack.com
November 25, 2025 at 3:51 PM
$AMD $NVDA $AVGO $GOOG OpenAI
There are a whole lot of bad these out there on how AI plays out. But, if there are a ton of people running with the same bad thesis, dumb luck will start looking like a stroke of genius.
Some food for thought:
enertuition.substack.com/p/gemini-3-i...
There are a whole lot of bad these out there on how AI plays out. But, if there are a ton of people running with the same bad thesis, dumb luck will start looking like a stroke of genius.
Some food for thought:
enertuition.substack.com/p/gemini-3-i...
Gemini 3 is a game changer in many ways. My view of the impact on Anthropic OpenAI $AMD $AMZN $CRWV $GOOG $GOOGL $META $MSFT $NVDA $ORCL
open.substack.com/pub/enertuit...
open.substack.com/pub/enertuit...
Gemini 3 Is A Game Changer For The AI Infrastructure Layer
Implications For Select Names
open.substack.com
November 24, 2025 at 8:06 AM
Gemini 3 is a game changer in many ways. My view of the impact on Anthropic OpenAI $AMD $AMZN $CRWV $GOOG $GOOGL $META $MSFT $NVDA $ORCL
open.substack.com/pub/enertuit...
open.substack.com/pub/enertuit...
$NVDA $AMD I have been writing about Nvidia taking risks to keep ahead of AMD for a while now. Most people don't see it, but Blackwell delays were because of this.
Rubin is taking even more risks and they could come back to bite Nvidia: enertuition.substack.com/p/how-do-ope...
Rubin is taking even more risks and they could come back to bite Nvidia: enertuition.substack.com/p/how-do-ope...
How Do OpenAI Deals With AMD, Broadcom & Nvidia Compare? Implications
Is Capital Is More Important Than Everything Else?
enertuition.substack.com
November 23, 2025 at 3:36 PM
$NVDA $AMD I have been writing about Nvidia taking risks to keep ahead of AMD for a while now. Most people don't see it, but Blackwell delays were because of this.
Rubin is taking even more risks and they could come back to bite Nvidia: enertuition.substack.com/p/how-do-ope...
Rubin is taking even more risks and they could come back to bite Nvidia: enertuition.substack.com/p/how-do-ope...
People who talk about AI bubble don’t see the whole picture: www.cnbc.com/2025/11/21/g...
Google must double AI compute every 6 months to meet demand, AI infrastructure boss tells employees
At a recent all-hands meeting, Google's head of AI infrastructure said the company has to race to build out compute capacity.
www.cnbc.com
November 21, 2025 at 2:28 PM
People who talk about AI bubble don’t see the whole picture: www.cnbc.com/2025/11/21/g...
$NVDA Q3 says the OpenAI deal is not a done deal and the co is adding some escape language. Something I noted in this article a while back.
If the deal does not come through, do people realize the perceived AI bubble is 10GW smaller than they imagined it might be?
open.substack.com/pub/enertuit...
If the deal does not come through, do people realize the perceived AI bubble is 10GW smaller than they imagined it might be?
open.substack.com/pub/enertuit...
How Do OpenAI Deals With AMD, Broadcom & Nvidia Compare? Implications
Is Capital Is More Important Than Everything Else?
open.substack.com
November 20, 2025 at 3:39 PM
$NVDA Q3 says the OpenAI deal is not a done deal and the co is adding some escape language. Something I noted in this article a while back.
If the deal does not come through, do people realize the perceived AI bubble is 10GW smaller than they imagined it might be?
open.substack.com/pub/enertuit...
If the deal does not come through, do people realize the perceived AI bubble is 10GW smaller than they imagined it might be?
open.substack.com/pub/enertuit...
$NVDA My take on the obvious and less obvious reads from the Nvidia earnings call. open.substack.com/pub/enertuit...
NVDA: Stellar Quarter But Signs Of Competition Are Clear
Nvidia Q3 FY26 Earnings
open.substack.com
November 20, 2025 at 1:37 PM
$NVDA My take on the obvious and less obvious reads from the Nvidia earnings call. open.substack.com/pub/enertuit...
On the $INTC bulls are delusional theme: The stock is up on 2 major stories today about server product cancellation at Intel.
November 17, 2025 at 5:12 PM
On the $INTC bulls are delusional theme: The stock is up on 2 major stories today about server product cancellation at Intel.
Reposted by Enertuition
Wild graphic on front page of WSJ.
November 14, 2025 at 7:47 PM
Wild graphic on front page of WSJ.
Other than xAI valuation being ridiculous, especially for a company whose most likely exit is acquisition by Tesla, I wonder if Tesla or any of the Musk entities funded this round. $TSLA
www.cnbc.com/2025/11/13/m...
www.cnbc.com/2025/11/13/m...
Musk's xAI raises $15 billion in latest funding round
The funding round adds $5 billion to the $10 billion funding round reported in September, which valued the startup at $200 billion.
www.cnbc.com
November 13, 2025 at 3:30 PM
Other than xAI valuation being ridiculous, especially for a company whose most likely exit is acquisition by Tesla, I wonder if Tesla or any of the Musk entities funded this round. $TSLA
www.cnbc.com/2025/11/13/m...
www.cnbc.com/2025/11/13/m...
$AMD up nearly 10% and I think this has a long way to run. As warned. the bear hunting season is here.
$AMD 2025 Financial Analyst Day Could Start Bear Hunting Season: substack.com/home/post/p-...
AMD Financial Analyst Day Will Surprise In Ways Investors Are Not Expecting
Companies mentioned in this article: AMD, Arista, Broadcom, Celestica, Intel, Meta, Microsoft, Nvidia, OpenAI, Oracle, Sanmina, TensorWave, and TSMC
substack.com
November 12, 2025 at 3:12 PM
$AMD up nearly 10% and I think this has a long way to run. As warned. the bear hunting season is here.
$AMD In addition to sharing my thoughts about the AMD Financial Analyst Day, I want to sent a message to the wonderful and super competent Lisa Su about how not to give guidance: enertuition.substack.com/p/amd-manage...
AMD Management Nonsensical Guidance Apart, The Future Is Bright
Sometimes managements deserve to get feedback when the guidance leaves a lot of room for improvement
enertuition.substack.com
November 12, 2025 at 3:39 AM
$AMD In addition to sharing my thoughts about the AMD Financial Analyst Day, I want to sent a message to the wonderful and super competent Lisa Su about how not to give guidance: enertuition.substack.com/p/amd-manage...
$AMD 2025 Financial Analyst Day Could Start Bear Hunting Season: substack.com/home/post/p-...
AMD Financial Analyst Day Will Surprise In Ways Investors Are Not Expecting
Companies mentioned in this article: AMD, Arista, Broadcom, Celestica, Intel, Meta, Microsoft, Nvidia, OpenAI, Oracle, Sanmina, TensorWave, and TSMC
substack.com
November 10, 2025 at 2:52 PM
$AMD 2025 Financial Analyst Day Could Start Bear Hunting Season: substack.com/home/post/p-...
As Rome burned, Nero fiddled vibe
November 9, 2025 at 10:49 PM
As Rome burned, Nero fiddled vibe
Lots of bubble talk in the couple of days. I reup this note. Worth a read on a counter view that says AI may not be a bubble.
There is a lot of talk about AI bubble. It probably scaring away a lot of investors. Here is a good write up on the subject.
substack.com/home/post/p-...
substack.com/home/post/p-...
The AI Bubble: Risk or Opportunity?
A case for cautious optimism
substack.com
November 7, 2025 at 2:19 PM
Lots of bubble talk in the couple of days. I reup this note. Worth a read on a counter view that says AI may not be a bubble.
So much OpenAI and Sam Altman negativity on Twitter. Of course, OpenAI is pushing the edge on financing and spouts a lot of BS about AGI so a large dose of scrutiny is deserved. But, I do wonder:
Are Twitter algorithms optimized to spread distrust and sling mud on Sam Altman and OpenAI?
Are Twitter algorithms optimized to spread distrust and sling mud on Sam Altman and OpenAI?
November 7, 2025 at 1:49 PM
So much OpenAI and Sam Altman negativity on Twitter. Of course, OpenAI is pushing the edge on financing and spouts a lot of BS about AGI so a large dose of scrutiny is deserved. But, I do wonder:
Are Twitter algorithms optimized to spread distrust and sling mud on Sam Altman and OpenAI?
Are Twitter algorithms optimized to spread distrust and sling mud on Sam Altman and OpenAI?
$ANET got beaten down on decent numbers and narrative. The competitive concerns seem overblown.
substack.com/home/post/p-...
substack.com/home/post/p-...
ANET: Supply Constraints Mask Robust Demand
Arista Networks beat Q3 expectations, but a modest Q4 revenue guide led to an after-hours selloff. Despite concerns, Arista's fundamentals and growth story remain strong.
substack.com
November 6, 2025 at 4:21 PM
$ANET got beaten down on decent numbers and narrative. The competitive concerns seem overblown.
substack.com/home/post/p-...
substack.com/home/post/p-...
OpenAI is looking to do a $1T IPO per Reuters. Musk is probably crying uncontrollably somewhere.
www.reuters.com/business/ope...
www.reuters.com/business/ope...
www.reuters.com
October 30, 2025 at 12:38 AM
OpenAI is looking to do a $1T IPO per Reuters. Musk is probably crying uncontrollably somewhere.
www.reuters.com/business/ope...
www.reuters.com/business/ope...
There is a lot of talk about AI bubble. It probably scaring away a lot of investors. Here is a good write up on the subject.
substack.com/home/post/p-...
substack.com/home/post/p-...
The AI Bubble: Risk or Opportunity?
A case for cautious optimism
substack.com
October 26, 2025 at 5:57 PM
There is a lot of talk about AI bubble. It probably scaring away a lot of investors. Here is a good write up on the subject.
substack.com/home/post/p-...
substack.com/home/post/p-...
$INTC Don't believe the Intel after hour stock price action. The earnings call was terrible - if you know what to listen to.
My take on Intel earnings: enertuition.substack.com/p/intel-inve...
My take on Intel earnings: enertuition.substack.com/p/intel-inve...
Intel Investors Are Delusional & Other Read Thrus From Intel Q3 Earnings
Intel (INTC) Q3 CY25 earning report dropped after the close of market today.
enertuition.substack.com
October 24, 2025 at 3:53 AM
$INTC Don't believe the Intel after hour stock price action. The earnings call was terrible - if you know what to listen to.
My take on Intel earnings: enertuition.substack.com/p/intel-inve...
My take on Intel earnings: enertuition.substack.com/p/intel-inve...
$AMD $AVGO $NVDA A detailed look at the recent OpenAI deals and a discussion of short and long term implications. enertuition.substack.com/p/how-do-ope...
October 19, 2025 at 7:21 PM
$AMD $AVGO $NVDA A detailed look at the recent OpenAI deals and a discussion of short and long term implications. enertuition.substack.com/p/how-do-ope...
A good take on this hidden risks of AI infrastructure buildout: enertuition.substack.com/p/ai-infrast...
AI Infrastructure Risk Profile
This article examines the AI infrastructure supply chain and distinct risks to each group.
enertuition.substack.com
September 25, 2025 at 7:23 PM
A good take on this hidden risks of AI infrastructure buildout: enertuition.substack.com/p/ai-infrast...
$INTC Not sure since when stocks started popping 6% when a company goes around with a begging bowl: www.bloomberg.com/news/article...
Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid
Intel Corp. has approached Apple Inc. about securing an investment in the ailing chipmaker, according to people familiar with the matter, part of efforts to bolster a business that’s now partially own...
www.bloomberg.com
September 24, 2025 at 8:17 PM
$INTC Not sure since when stocks started popping 6% when a company goes around with a begging bowl: www.bloomberg.com/news/article...
$NVDA $AMD $AVGO There is a lot to Nvidia-OpenAI announcement today than meets the eye. My take:
enertuition.substack.com/p/nvda-opena...
enertuition.substack.com/p/nvda-opena...
NVDA OpenAI Partnership: Seller Financed AI Infrastructure Buildout
AI build out narrative has been on a bit of a shaky ground lately.
enertuition.substack.com
September 23, 2025 at 4:34 AM
$NVDA $AMD $AVGO There is a lot to Nvidia-OpenAI announcement today than meets the eye. My take:
enertuition.substack.com/p/nvda-opena...
enertuition.substack.com/p/nvda-opena...