Ruo Shui
@ruoshuiresearch.bsky.social
utilization on 6yr old A100s (guessing rounded up for released in May 2020) is not at 100%
November 20, 2025 at 3:22 AM
utilization on 6yr old A100s (guessing rounded up for released in May 2020) is not at 100%
if the gpu rental breakeven number doesn't include colocation, also a filter
November 20, 2025 at 3:13 AM
if the gpu rental breakeven number doesn't include colocation, also a filter
😅
oh my god i take it back, grok is amazing
November 20, 2025 at 3:07 AM
😅
market relieved the transcript was missing CoWoS capacity and memory prices rising
in the same way the $ORCL RPO print became a filter, people quoting "A100 GPUs we shipped six years ago are still running at full utilization" is going to become a filter
in the same way the $ORCL RPO print became a filter, people quoting "A100 GPUs we shipped six years ago are still running at full utilization" is going to become a filter
November 20, 2025 at 3:02 AM
market relieved the transcript was missing CoWoS capacity and memory prices rising
in the same way the $ORCL RPO print became a filter, people quoting "A100 GPUs we shipped six years ago are still running at full utilization" is going to become a filter
in the same way the $ORCL RPO print became a filter, people quoting "A100 GPUs we shipped six years ago are still running at full utilization" is going to become a filter
this one is supposed to have a SEP too
November 19, 2025 at 6:00 PM
this one is supposed to have a SEP too
when's the last time a FOMC has been moved?
November 19, 2025 at 5:59 PM
when's the last time a FOMC has been moved?
the linkage with equity concentration is going to be important (and whether additional capex is rewarded)
but context of entire IG index makes this different
but context of entire IG index makes this different
They’re also a relatively small part of the index at present (going in one direction though ⬆️)
November 19, 2025 at 5:31 PM
the linkage with equity concentration is going to be important (and whether additional capex is rewarded)
but context of entire IG index makes this different
but context of entire IG index makes this different
Reposted by Ruo Shui
2) "Low-fire" is a diff story. Layoffs & discharges are still a touch below pre-pandemic, but low-fire is most obvious in construction, retail, real estate, accommod. & food services.
While other industries like information and prof & biz services have layoff rates near pre-pandemic levels.
While other industries like information and prof & biz services have layoff rates near pre-pandemic levels.
November 19, 2025 at 4:31 PM
2) "Low-fire" is a diff story. Layoffs & discharges are still a touch below pre-pandemic, but low-fire is most obvious in construction, retail, real estate, accommod. & food services.
While other industries like information and prof & biz services have layoff rates near pre-pandemic levels.
While other industries like information and prof & biz services have layoff rates near pre-pandemic levels.
would add $NFLX and $ADBE
November 19, 2025 at 4:26 PM
would add $NFLX and $ADBE
cutting Fed Funds is useless if it just pumps spec garbage and crypto
November 19, 2025 at 4:18 PM
cutting Fed Funds is useless if it just pumps spec garbage and crypto
would argue $IREN/$MSFT already kinda does that implicitly
November 19, 2025 at 4:10 PM
would argue $IREN/$MSFT already kinda does that implicitly
that's the fun part
gonna be awkward when more capex and less capex are both bearish
November 19, 2025 at 4:08 PM
that's the fun part
$ADBE chart almost looks like $BLDR
November 19, 2025 at 4:03 PM
$ADBE chart almost looks like $BLDR
took long enough
it's a good thing when a hedge goes to zero...
some of these folks seem to think robots need to consume
some of these folks seem to think robots need to consume
November 19, 2025 at 3:18 PM
took long enough