Wall St Engine
BofA: Nvidia's NVLink still leads AI interconnects, with 1.8TB/s vs. UALink’s 800GB/s. UALink, backed by $AMD/Broadcom, might trail NVLink by 1-2 generations but may help rivals challenge $NVDA by 2027. NVLink Fusion also opens a $12B TAM by letting select partners (ex-AMD) access NVLink for custom chips.
For AMD, UALink fills a key gap, rounding out its full AI rack stack: MI series chips, ROCm software, ZT Systems hardware, Ultra Ethernet, and now intra-rack networking via UALink — with deployments expected to begin with MI400 systems in late 2026.
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BofA: Nvidia's NVLink still leads AI interconnects, with 1.8TB/s vs. UALink’s 800GB/s. UALink, backed by $AMD/Broadcom, might trail NVLink by 1-2 generations but may help rivals challenge $NVDA by 2027. NVLink Fusion also opens a $12B TAM by letting select partners (ex-AMD) access NVLink for custom chips.
For AMD, UALink fills a key gap, rounding out its full AI rack stack: MI series chips, ROCm software, ZT Systems hardware, Ultra Ethernet, and now intra-rack networking via UALink — with deployments expected to begin with MI400 systems in late 2026.
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The All-In Podcast
🚨David Friedberg: "If I saw us adding a terawatt of electricity production capacity per year, I would shut the f**k up about the debt."
@friedberg on E229:
"The critical linchpin for all of those other points of abundance being unleashed is the energy equation, and this is where I look very clearly and plainly at what China's doing versus where we're at today."
"We've got stated intentions, but the actions are where we're still... you know, we gotta start showing up."
"So the number of watts that the US can make at any given point in time is one terawatt, one trillion watts."
"Meanwhile, right now China is making three terawatts and they're scaling up to make eight."
"We are at one, going to two over the next 15 years."
@DavidSacks:
"Let's assume that we have enough power."
Friedberg:
"If we have enough power, the $38T of debt doesn't matter."
Sacks:
"That's a pretty important conclusion because if that's true and we can grow our way out of this problem, then that is an alternative to having this austerity approach."
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🚨David Friedberg: "If I saw us adding a terawatt of electricity production capacity per year, I would shut the f**k up about the debt."
@friedberg on E229:
"The critical linchpin for all of those other points of abundance being unleashed is the energy equation, and this is where I look very clearly and plainly at what China's doing versus where we're at today."
"We've got stated intentions, but the actions are where we're still... you know, we gotta start showing up."
"So the number of watts that the US can make at any given point in time is one terawatt, one trillion watts."
"Meanwhile, right now China is making three terawatts and they're scaling up to make eight."
"We are at one, going to two over the next 15 years."
@DavidSacks:
"Let's assume that we have enough power."
Friedberg:
"If we have enough power, the $38T of debt doesn't matter."
Sacks:
"That's a pretty important conclusion because if that's true and we can grow our way out of this problem, then that is an alternative to having this austerity approach."
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @skhetpal: Willis Johnson bought his first junkyard for $75K in 1982.
Forty years later, Copart is worth $50B, earning 3,600% returns over 20 years by selling wrecked cars.
Here’s how $CPRT revolutionized the auto salvage industry: https://t.co/PTPiPgagTg
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RT @skhetpal: Willis Johnson bought his first junkyard for $75K in 1982.
Forty years later, Copart is worth $50B, earning 3,600% returns over 20 years by selling wrecked cars.
Here’s how $CPRT revolutionized the auto salvage industry: https://t.co/PTPiPgagTg
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Wall St Engine
Opportunities don’t come often—when they do, you’ve gotta take the shot. Our 30% off Memorial Day sale is one of them. As a trader, the risk/reward here is too good to pass up.
Could be your best trade this year. If not, stop out & move on. Simple.
➡️https://t.co/tQbdKfsBkQ
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Opportunities don’t come often—when they do, you’ve gotta take the shot. Our 30% off Memorial Day sale is one of them. As a trader, the risk/reward here is too good to pass up.
Could be your best trade this year. If not, stop out & move on. Simple.
➡️https://t.co/tQbdKfsBkQ
Join one of the BEST Discord trading communities out there — get 30% OFF for life with code MEMORIAL
➡️ https://t.co/Gt6hiyOpqt
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✅ All the analysts on Discord are super active and really engaged.
Offer ends May 28th, 11am tweet
The All-In Podcast
emergency interview! 🚨
chamath and friedberg are joined by senator ron johnson to discuss the looming showdown in the senate over trump's big, beautiful bill
(0:00) @friedberg and @chamath welcome @RonJohnsonWI
(2:30) the reconciliation bill process, how much this bill will add to the national debt
(14:33) problems with growing our way out of debt, why elected officials are avoiding the fiscal reality
(24:53) energy rescissions, future of doge
(32:09) how senator johnson will force a real review of the big, beautiful bill; future of maga and the conservative movement
(54:15) next steps if the big, beautiful bill passes
(58:35) post-interview recap
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emergency interview! 🚨
chamath and friedberg are joined by senator ron johnson to discuss the looming showdown in the senate over trump's big, beautiful bill
(0:00) @friedberg and @chamath welcome @RonJohnsonWI
(2:30) the reconciliation bill process, how much this bill will add to the national debt
(14:33) problems with growing our way out of debt, why elected officials are avoiding the fiscal reality
(24:53) energy rescissions, future of doge
(32:09) how senator johnson will force a real review of the big, beautiful bill; future of maga and the conservative movement
(54:15) next steps if the big, beautiful bill passes
(58:35) post-interview recap
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Investing visuals
RT @InvestingVisual: $HIMS spectacular revenue growth: https://t.co/UnbNWuJhXV
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RT @InvestingVisual: $HIMS spectacular revenue growth: https://t.co/UnbNWuJhXV
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Offshore
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Wall St Engine
Almost 2 weeks since the trade deal, but shipments from China to the US haven’t bounced. Still trending lower. https://t.co/EVoqlMNMjG
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Almost 2 weeks since the trade deal, but shipments from China to the US haven’t bounced. Still trending lower. https://t.co/EVoqlMNMjG
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Offshore
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Dimitry Nakhla | Babylon Capital®
Did you know Copart $CPRT owns a lot of land?
$CPRT land, valued at $2.03B today up from $105M in 2004, is understated on its balance sheet due to accounting rules that use historical purchase prices rather than current market values
A key driver of its competitive edge 🚘 https://t.co/trYuKvzwno
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Did you know Copart $CPRT owns a lot of land?
$CPRT land, valued at $2.03B today up from $105M in 2004, is understated on its balance sheet due to accounting rules that use historical purchase prices rather than current market values
A key driver of its competitive edge 🚘 https://t.co/trYuKvzwno
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