“Good question about risk, I enjoy talking about the downsides too. 1. Hyperscalers completely their own datacenter buildout with GPUs (TPUs with $GOOGL, Tranium with $AWS), energy, locations in 5+ years. This is the analogy of Qualcomm with Apple. Apple just uses $QLCM, then builds it's own vertical integration -> once it's done it sacks the customer. Hence why it's important to build up a comp…” post →
| Date | Tweet |
|---|---|
| 2025-11-25 | Good question about risk, I enjoy talking about the downsides too. 1. Hyperscalers completely their own datacenter buildout with GPUs (TPUs with $GOOGL, Tranium with $AWS), energy, locations in 5+ years. This is the analogy of Qualcomm with Apple. Apple just uses $QLCM, then builds it's own verti… → · 14 likes · 1,705 views |
from2028 — cross-site stock view. Rebuilt at publish time.