Offshore
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Brandon Beylo
I have the best friends on FinTwit.
Thank you @wmthomson22 for this awesome book.
Can’t wait to read it to my daughter.
Every child should know where their critical minerals come from. https://t.co/f8i9xKDFfV
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I have the best friends on FinTwit.
Thank you @wmthomson22 for this awesome book.
Can’t wait to read it to my daughter.
Every child should know where their critical minerals come from. https://t.co/f8i9xKDFfV
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Offshore
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Clark Square Capital
Just published a new write-up on a very compelling opportunity.
Check it out at the usual place. https://t.co/7Xcl6qrJv7
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Just published a new write-up on a very compelling opportunity.
Check it out at the usual place. https://t.co/7Xcl6qrJv7
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AkhenOsiris
$AMD $MSFT
Microsoft will launch its custom Cobalt 100 chips to customers as a public preview at its Build conference next week, TechCrunch has learned.
In an analyst briefing ahead of Build, Scott Guthrie, Microsoft’s executive VP of the Microsoft Cloud and AI group, directly compared Cobalt to AWS’s Graviton chips, which have been available to developers for quite a few years now. Guthrie said that Microsoft’s chips will offer 40% better performance over other ARM chips in the market. Adobe, Snowflake and others have already started using the new chips.
Microsoft first announced its Cobalt chips last November. These 64-bit chips are based on the Arm architecture and feature 128 cores.
In addition to the Cobalt chips, Microsft will also make AMD’s MI300X accelerators available to Azure clients next week. Despite being a major GPU manufacturer, AMD has long trailed Nvidia in the AI space, but as the large cloud providers look to find alternatives to Nvidia’s expensive chips — and as AMD has started to gain some ground in this space by offering better software support — these new chips are now a hot commodity as well.
Guthrie described it as the “most cost-effective GPU out there right now for Azure OpenAI.”
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$AMD $MSFT
Microsoft will launch its custom Cobalt 100 chips to customers as a public preview at its Build conference next week, TechCrunch has learned.
In an analyst briefing ahead of Build, Scott Guthrie, Microsoft’s executive VP of the Microsoft Cloud and AI group, directly compared Cobalt to AWS’s Graviton chips, which have been available to developers for quite a few years now. Guthrie said that Microsoft’s chips will offer 40% better performance over other ARM chips in the market. Adobe, Snowflake and others have already started using the new chips.
Microsoft first announced its Cobalt chips last November. These 64-bit chips are based on the Arm architecture and feature 128 cores.
In addition to the Cobalt chips, Microsft will also make AMD’s MI300X accelerators available to Azure clients next week. Despite being a major GPU manufacturer, AMD has long trailed Nvidia in the AI space, but as the large cloud providers look to find alternatives to Nvidia’s expensive chips — and as AMD has started to gain some ground in this space by offering better software support — these new chips are now a hot commodity as well.
Guthrie described it as the “most cost-effective GPU out there right now for Azure OpenAI.”
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AkhenOsiris
$SNOW $MSFT
TechCrunch: Microsoft will announce a partnership with Snowflake. Fabric will now support Snowflake’s Iceberg format (in addition to Databrick’s Parquet), which will enable “seamless interoperability with Snowflake and enable any data that’s in Snowflake to show up in Fabric and vice versa.”
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$SNOW $MSFT
TechCrunch: Microsoft will announce a partnership with Snowflake. Fabric will now support Snowflake’s Iceberg format (in addition to Databrick’s Parquet), which will enable “seamless interoperability with Snowflake and enable any data that’s in Snowflake to show up in Fabric and vice versa.”
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Offshore
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AkhenOsiris
RT @qcapital2020: $TTWO just announced officially that GTA6 will launch in the fall of 2025
It's not about guidance, it's not about EBITDA.
When this game is released next year in this new YT, TikTok, Discord, Reddit world where Youtubers are more popular than politicians and athletes, I believe a major re-rating will happen.
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RT @qcapital2020: $TTWO just announced officially that GTA6 will launch in the fall of 2025
It's not about guidance, it's not about EBITDA.
When this game is released next year in this new YT, TikTok, Discord, Reddit world where Youtubers are more popular than politicians and athletes, I believe a major re-rating will happen.
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Offshore
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Clark Square Capital
RT @ClarkSquareCap: As promised, here are the answers to the prompt:
"What's your favorite idea with a MC under $1B, and why?"
Thanks to all those who shared! 🙏
Note: responses were split into 2 images (below) https://t.co/k0JIJXqc8E
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RT @ClarkSquareCap: As promised, here are the answers to the prompt:
"What's your favorite idea with a MC under $1B, and why?"
Thanks to all those who shared! 🙏
Note: responses were split into 2 images (below) https://t.co/k0JIJXqc8E
What's your favorite investment idea with a market cap under $1B USD? And why?
Anything goes as far as geography/style (special sit, value, growth, whatever).
I'll compile a list for convenience.
Retweets for visibility are appreciated! tweet
Offshore
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Antonio Linares
$AMD is down 20% from ATHs, but $MSFT now offers $AMD’s MI300 as an alternative to $NVDA H100 to Azure customers. https://t.co/Vz7PDukuZt
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$AMD is down 20% from ATHs, but $MSFT now offers $AMD’s MI300 as an alternative to $NVDA H100 to Azure customers. https://t.co/Vz7PDukuZt
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