The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @StockSavvyShayViews › | 1 | 0 | 0 | 1 |
 @michaelsikandViews › | 0 | 0 | 0 | 1 |
@StockSavvyShay: $AMZN, $GOOGL, $MSFT and $META account for ~60% of AI compute demand but all four are developing their own chips making the other 40% really valuable for $NVDA.
Enterprise is already largest individual segment at 20% with sovereign AI adding another 10% giving $DELL, $HPE and $SMCI a growing opportunity as inference moves closer to customer data.Partly aligned. No clearly opposing views so far.
@michaelsikandViews ›@michaelsikand says $INTC is coming for the GPU market: its new D-Series chips are built for AI inference, and $DELL, $HPE, $SMCI and ASUS are lined up to sell them.@StockSavvyShayViews ›@StockSavvyShay: $AMZN, $GOOGL, $MSFT and $META account for ~60% of AI compute demand but all four are developing their own chips making the other 40% really valuable for $NVDA.
Enterprise is already largest individual segment at 20% with sovereign AI adding another 10% giving $DELL, $HPE and $SMCI a growing opportunity as inference moves closer to customer data. (Bullish)$AMZN, $GOOGL, $MSFT and $META account for ~60% of AI compute demand but all four are developing their own chips making the other 40% really valuable for $NVDA. Enterprise is already largest individual segment at 20% with sovereign AI adding another 10% giving $DELL, $HPE and $SMCI a growing opportunity as inference moves closer to customer data.
Reasoning: Fundamentals · Medium term Specific
@michaelsikand says $INTC is coming for the GPU market: its new D-Series chips are built for AI inference, and $DELL, $HPE, $SMCI and ASUS are lined up to sell them.
$INTC IS COMING FOR THE GPU MARKET. Its new D-Series chips are built for AI inference, and $DELL, $HPE, $SMCI and ASUS are lined up to sell them.
Reasoning: Catalyst · Medium term
@StockSavvyShay says $AMD launched Helion, an AI agent rack with up to 33K EPYC cores backed by $DELL, $HPE, $CSCO and $SMCI, as agents drive more demand for CPU compute beyond GPUs. AMD is also building in a token router that sends each request to the most cost-effective AI model.
$AMD just launched Helion which is an AI agent rack with up to 33K EPYC cores backed by $DELL, $HPE, $CSCO and $SMCI as agents drive more demand for CPU compute beyond GPUs. AMD is also building in a token router that sends each request to the most cost effective AI model.
Reasoning: Catalyst · Medium term
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.