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.
As Rome burned, Nero fiddled vibe
November 9, 2025 at 10:49 PM
As Rome burned, Nero fiddled vibe
$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...
Would be good to see Trump not TACO out of this. Musk is one illegal alien that is worth deporting (after some prison time)
July 1, 2025 at 5:25 AM
Would be good to see Trump not TACO out of this. Musk is one illegal alien that is worth deporting (after some prison time)
Very approppriate.
April 24, 2025 at 4:38 PM
Very approppriate.
On the "elect a clown and get a circus" front:
April 13, 2025 at 8:14 PM
On the "elect a clown and get a circus" front:
Stocks were moving up steadily ahead of the news. Odd considering that this was after China and EU retaliated. Insider trading highly likely.
April 9, 2025 at 9:36 PM
Stocks were moving up steadily ahead of the news. Odd considering that this was after China and EU retaliated. Insider trading highly likely.
I suspect you are far out of your depth. What you are quoting is in no way indicative that Molotov cocktail is a WMD. The darned thing refers to a section you do not even quote and has no direct reference to Molotov.
Every reference I have seen indicates otherwise.
Every reference I have seen indicates otherwise.
March 24, 2025 at 12:07 AM
I suspect you are far out of your depth. What you are quoting is in no way indicative that Molotov cocktail is a WMD. The darned thing refers to a section you do not even quote and has no direct reference to Molotov.
Every reference I have seen indicates otherwise.
Every reference I have seen indicates otherwise.
Google is saying something about the GPU usage of its new Gemma 3 model. blog.google/technology/d...
March 12, 2025 at 3:13 PM
Google is saying something about the GPU usage of its new Gemma 3 model. blog.google/technology/d...
$NVDA My take Nvidia earnings enertuition.substack.com/p/nvidia-all...
February 27, 2025 at 3:04 PM
$NVDA My take Nvidia earnings enertuition.substack.com/p/nvidia-all...
$AMD $AMZN Is AWS using AMD GPUs now? Unless Andy Jassy misspoke, the question was about GPU demand and Jassy brought AMD name unasked.
www.cnbc.com/2025/02/26/f...
www.cnbc.com/2025/02/26/f...
February 26, 2025 at 11:34 PM
$AMD $AMZN Is AWS using AMD GPUs now? Unless Andy Jassy misspoke, the question was about GPU demand and Jassy brought AMD name unasked.
www.cnbc.com/2025/02/26/f...
www.cnbc.com/2025/02/26/f...
Gramdework website overflowing from the @AMD Strix Halo system reveal.
February 25, 2025 at 8:12 PM
Gramdework website overflowing from the @AMD Strix Halo system reveal.
$AMD Strix Halo based development PC
$NVDA Digits RIP?
$NVDA Digits RIP?
February 25, 2025 at 7:57 PM
$AMD Strix Halo based development PC
$NVDA Digits RIP?
$NVDA Digits RIP?
Consistent with what @satyanadella said recently. Expecting massive AI overbuild starting 2027 and would rather lease as overcapacity develops. $MSFT $NVDA $AMD $AVGO
February 23, 2025 at 5:10 PM
Consistent with what @satyanadella said recently. Expecting massive AI overbuild starting 2027 and would rather lease as overcapacity develops. $MSFT $NVDA $AMD $AVGO
He who does not violate any laws saved his country/democracy. Those who violate need to see consequences for their actions.
February 15, 2025 at 8:29 PM
He who does not violate any laws saved his country/democracy. Those who violate need to see consequences for their actions.
$INTC My take on Intel results enertuition.substack.com/p/intels-pro...
January 31, 2025 at 10:46 AM
$INTC My take on Intel results enertuition.substack.com/p/intels-pro...
$INTC Many folks concerned about Intel and wondering if it can survive. A terrible view, I think. All it needs is a strong CEO with a good strategy and execution skills. With even a half way decent CEO, it will worth far less than it should be but survival is not in question
December 5, 2024 at 5:14 PM
$INTC Many folks concerned about Intel and wondering if it can survive. A terrible view, I think. All it needs is a strong CEO with a good strategy and execution skills. With even a half way decent CEO, it will worth far less than it should be but survival is not in question
