Episode

2 calls

compute daddy @dylan522p has spoken https://t.co/Vb2mKfCln8 https://t.co/GOzQ0Bdg4R

x/Jul 10/source only

SemiAnalysis declares Meta the only hyperscaler world-class at data, talent, and compute — running the most aggressive AI compute ramp ever seen — best positioned to challenge OpenAI/Anthropic. Two longs: META (direct thesis) and NVDA (compute spend beneficiary).

original

Latest calls

META/long

Meta is the only public AI player world-class at data, talent, AND compute — best positioned to close the gap on OpenAI/Anthropic.

We believe Meta is the only hyperscaler/neolab on track to be world class at all three and therefore has the best chance at catching up with Anthropic/OpenAI

Peak+5.8%

NVDA/long

Meta's record-breaking AI compute ramp means massive GPU orders, directly lifting Nvidia revenue.

the most aggressive compute ramp we've ever seen

Peak+4.9%

Machine-readable

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