Thanks for this update. It's well-timed, and there are no Deepseek hysterics. Unrelated, ya'll are looking extremely cute in these color-coordinated tops. Thanks for staying focused on the core mission, not hot takes. Looking forward to 200,000 subscribers! I know you're not counting
Wow, OLED. I ownded shares in them 10 or 11 yrs ago. Got in around $27, sold them right as Covid time started. I forgot about them. I'm glad they got a mention, I'll look into them again.
Great insight, thanks for the EDA update. One that might also be a player is Adeia. They are more known for their IP that is sold to streaming services, but they also have some hybrid bonding IP which could be a factor with AI and advanced chips that are being developed.
Can you make a video explaining the difference between training and inference of LLMs? And which companies are best positioned to benefit from this movement transaction.
I think the divide between training and inference has blurred a bit lately, with test-time training. Anyway, Qualcomm seems well placed for AI on laptops, and you might want to find this channel's videos where they cover Qualcomm.
Alphawave Semi is definitely worth a mention on that list of IP companies you presented. They have a very impressive portfolio of chip connectivity IP and are now leveraging this to get into the custom silicon business competing with the likes of AVGO and MRVL
Two months ago people were worried that AI scaling was hitting a wall, now they're worried about a big jump in efficiency. That jump should be easy to test for inference, but it's probably not so easy to test for training, and there are a few theories about the true cost of training for DeepSeek V3 and R1.
Check the community board, we published a blog post. chipstockinvestor.com/deepseek-the-new-ai-economy-is-totally-normal-and-risks-for-chip-stocks-like-nvidia/
Thanks for this update. It's well-timed, and there are no Deepseek hysterics. Unrelated, ya'll are looking extremely cute in these color-coordinated tops. Thanks for staying focused on the core mission, not hot takes. Looking forward to 200,000 subscribers! I know you're not counting
Wow, OLED. I ownded shares in them 10 or 11 yrs ago. Got in around $27, sold them right as Covid time started. I forgot about them. I'm glad they got a mention, I'll look into them again.
Great insight, thanks for the EDA update. One that might also be a player is Adeia. They are more known for their IP that is sold to streaming services, but they also have some hybrid bonding IP which could be a factor with AI and advanced chips that are being developed.
Can you make a video explaining the difference between training and inference of LLMs? And which companies are best positioned to benefit from this movement transaction.
AMD
@exentrikk why
@@manellima2347 because he's holding AMD stocks/options 🤣
Ask deepfake😂
I think the divide between training and inference has blurred a bit lately, with test-time training. Anyway, Qualcomm seems well placed for AI on laptops, and you might want to find this channel's videos where they cover Qualcomm.
Alphawave Semi is definitely worth a mention on that list of IP companies you presented. They have a very impressive portfolio of chip connectivity IP and are now leveraging this to get into the custom silicon business competing with the likes of AVGO and MRVL
Ok but, with the Deepseek new approach, those business can keep on making so much money or no ?
ARM is an IP company valued as a high growth software company.
😂 true!
What do you think about ANET and ARM drop?
Few words about deepSeek, have we owner of average semi stocks to be worried about?
We do no hot takes. We aren't a breaking news agency. Patience. Or catch us over on Semi Insider.
Two months ago people were worried that AI scaling was hitting a wall, now they're worried about a big jump in efficiency. That jump should be easy to test for inference, but it's probably not so easy to test for training, and there are a few theories about the true cost of training for DeepSeek V3 and R1.
I think 2025 we'll be seeing Robotics as a service stock s moving. I'd be interested in seeing some good information on that
Can you guys do an Update to Vertiv and maybe how it got annihilated yesterday.
The tech sector sold off and they are part of the tch sector. It's always an opportunity to buy at a better price.
No video about deepseek and how this affects the main thesis of your chip stock channel?
Check the community board posts. We'll do a video, eventually.
no videos about the latest deepseek disaster ?
Check the community board, we published a blog post. chipstockinvestor.com/deepseek-the-new-ai-economy-is-totally-normal-and-risks-for-chip-stocks-like-nvidia/
When u gonna talk about Chinese companies of AI ?