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Rihard Jarc

@RihardJarc • 83,020 subscribers

Researching and investing in tech (AI, cloud, semiconductors, platforms). Building UncoverAlpha. DMs open. Tweets are only opinions.

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Today is a big day for me. Together with a great alternative data provider team, we are launching Qalpha AI! Qalpha AI is an alternative data platform with a focus on the Cloud, AI, and SaaS sectors. It extracts alternative data, including hiring data, adoption data from over 20k companies, infrastructure signals for more than 1700 products like new subdomains, DNS records, certificate transparency logs, and data center buildout data. We track all the big tech names $MSFT, $GOOGL, $AMZN, $META on top of hundreds of mid-sized and smaller companies in this sector. You can also track things like Claude, Codex, ChatGPT, Copilot, AWS Bedrock, and much more. For me, the key was also to make the product affordable, since it provides insights that were previously charged 10x more on other legacy platforms and were lower quality or didn't even exist. The platform already offers a ton of alternative data as it is, but over the coming weeks we will keep adding new data sources and expanding the platform since we have the tools and the know-how to fully take advantage of this time and provide investment professionals and corporates a service which was already due for some time now. For the first 7 days of launch, we are offering a special discount on pricing + a 3-day free trial. I truly invite you to use it, as it really gives valuable insights: For those who have found my posts useful over the years, I would really appreciate it if you could help spread the word. Thank you 🙏

Today is a big day for me. Together with a great alternative data provider team, we are launching Qalpha AI! Qalpha AI is an alternative data platform with a focus on the Cloud, AI, and SaaS sectors. It extracts alternative data, including hiring data, adoption data from over 20k companies, infrastructure signals for more than 1700 products like new subdomains, DNS records, certificate transparency logs, and data center buildout data. We track all the big tech names $MSFT, $GOOGL, $AMZN, $META on top of hundreds of mid-sized and smaller companies in this sector. You can also track things like Claude, Codex, ChatGPT, Copilot, AWS Bedrock, and much more. For me, the key was also to make the product affordable, since it provides insights that were previously charged 10x more on other legacy platforms and were lower quality or didn't even exist. The platform already offers a ton of alternative data as it is, but over the coming weeks we will keep adding new data sources and expanding the platform since we have the tools and the know-how to fully take advantage of this time and provide investment professionals and corporates a service which was already due for some time now. For the first 7 days of launch, we are offering a special discount on pricing + a 3-day free trial. I truly invite you to use it, as it really gives valuable insights: For those who have found my posts useful over the years, I would really appreciate it if you could help spread the word. Thank you 🙏

23,455 просмотров • 4 дней назад

$META's iPhone moment

$META's iPhone moment

4,001,915 просмотров • 2 лет назад

First time I have seen $NVDA's Jensen having some issues in explaining $NVDA's moat vs ASICs like $GOOGL TPUs and $AMZN Trainium. Why does Anthropic use TPUs and Trainium? Jensen: "Anthropic is a unique instance, not a trend" I really got to tip my hat to Dwarkesh Patel; he is one of the rare interviewers who first gets extremely well-prepared for an interview and, secondly, is true to his viewers more than the guests and asks tough questions, even though the interviewee might not like that.

First time I have seen $NVDA's Jensen having some issues in explaining $NVDA's moat vs ASICs like $GOOGL TPUs and $AMZN Trainium. Why does Anthropic use TPUs and Trainium? Jensen: "Anthropic is a unique instance, not a trend" I really got to tip my hat to Dwarkesh Patel; he is one of the rare interviewers who first gets extremely well-prepared for an interview and, secondly, is true to his viewers more than the guests and asks tough questions, even though the interviewee might not like that.

348,808 просмотров • 6 месяцев назад

Ilya Sutskever just said that when it comes to AI models, we are back at the age of research & ending the age of scaling. What he is telling us is that more compute at this point won't help us get much better models; we need new breakthroughs. Not something that the semi companies like $NVDA, $AMD want to hear TBH.

Ilya Sutskever just said that when it comes to AI models, we are back at the age of research & ending the age of scaling. What he is telling us is that more compute at this point won't help us get much better models; we need new breakthroughs. Not something that the semi companies like $NVDA, $AMD want to hear TBH.

361,880 просмотров • 11 месяцев назад

$MSFT's Satya is indirectly answering the question about the usefulness of the life of GPUs. $NVDA has gone to a 1-year product cycle in 2024, now he doesn't want to overbuy one generation...IMO, everyone will come to this conclusion sooner or later.

$MSFT's Satya is indirectly answering the question about the usefulness of the life of GPUs. $NVDA has gone to a 1-year product cycle in 2024, now he doesn't want to overbuy one generation...IMO, everyone will come to this conclusion sooner or later.

323,827 просмотров • 11 месяцев назад

You can see from the nuance that Zuck thinks we are in an AI CapEx bubble. But since this is a race & $META is one of the most financially stable ones in this race, they are willing to push the race further for competitors to fail, even if it means $META overspend a few $100B.

You can see from the nuance that Zuck thinks we are in an AI CapEx bubble. But since this is a race & $META is one of the most financially stable ones in this race, they are willing to push the race further for competitors to fail, even if it means $META overspend a few $100B.

354,559 просмотров • 1 год назад

1) Any $META shareholder should be happy that Susan Li is $META's CFO. She recently went on a podcast. Here are two key takes every shareholder should listen to: - First, despite Mark's "EBITDA gesture", she decided that $META's main metric is Free Cash Flow and NOT EBITDA.

1) Any $META shareholder should be happy that Susan Li is $META's CFO. She recently went on a podcast. Here are two key takes every shareholder should listen to: - First, despite Mark's "EBITDA gesture", she decided that $META's main metric is Free Cash Flow and NOT EBITDA.

362,315 просмотров • 1 год назад

$META Zuckerberg said that they would be TWICE as profitable if it wasn't for $AAPL and $GOOGL limiting them with their App Store rules and taxes. 👀 $META has a net income margin of 34% and makes $51.4B (TTM) in profit.

$META Zuckerberg said that they would be TWICE as profitable if it wasn't for $AAPL and $GOOGL limiting them with their App Store rules and taxes. 👀 $META has a net income margin of 34% and makes $51.4B (TTM) in profit.

520,582 просмотров • 2 лет назад

$MSFT's Satya's golden reaction on whether he believes the revenue projections of AI labs. "What do you expect an independent lab that is trying to raise money to do? They have to put some numbers out there such that they can actually go raise money so that they can pay their bills for compute."

$MSFT's Satya's golden reaction on whether he believes the revenue projections of AI labs. "What do you expect an independent lab that is trying to raise money to do? They have to put some numbers out there such that they can actually go raise money so that they can pay their bills for compute."

213,780 просмотров • 11 месяцев назад

At the end of the day, we all feel the pain of selling something too early. The reaction of +$30B net worth Masayoshi Son's selling of $NVDA feels relatable.

At the end of the day, we all feel the pain of selling something too early. The reaction of +$30B net worth Masayoshi Son's selling of $NVDA feels relatable.

324,079 просмотров • 1 год назад

$GOOGL TPUs are sold out! 7 and 6-year-old TPUs have 100% utilization rates right now from $GOOGL's VP and GM of AI and Infrastructure.

$GOOGL TPUs are sold out! 7 and 6-year-old TPUs have 100% utilization rates right now from $GOOGL's VP and GM of AI and Infrastructure.

76,293 просмотров • 11 месяцев назад

The CEO of $ARM explains where the bottlenecks for AI data centers are right now: - power & power regulation, - $TSM "which is the only game in town" for 3nm and 2nm - HBM memory There is a reason why $TSM, $MU, and SK Hynix are a significant part of my portfolio.

The CEO of $ARM explains where the bottlenecks for AI data centers are right now: - power & power regulation, - $TSM "which is the only game in town" for 3nm and 2nm - HBM memory There is a reason why $TSM, $MU, and SK Hynix are a significant part of my portfolio.

94,284 просмотров • 1 год назад

This is from my conversation with a Former $NVDA Director. If you want more TOKENS per SECOND because you are limited by POWER, you buy the next $NVDA generation. - Limited to 100 MW: $NVDA H100 = 300M tokens/second - Limited to 100 MW: $NVDA GB200 NVL72 = 12B tokens/second

This is from my conversation with a Former $NVDA Director. If you want more TOKENS per SECOND because you are limited by POWER, you buy the next $NVDA generation. - Limited to 100 MW: $NVDA H100 = 300M tokens/second - Limited to 100 MW: $NVDA GB200 NVL72 = 12B tokens/second

57,622 просмотров • 1 год назад

Hardware is key in AI. You can see it from this comment from $GOOGL's Sundar that $GOOGL will become much more of a hardware company. Waymo, TPUs, as well as humanoids, I think, will be separate business units that $GOOGL will end up selling as individual products.

Hardware is key in AI. You can see it from this comment from $GOOGL's Sundar that $GOOGL will become much more of a hardware company. Waymo, TPUs, as well as humanoids, I think, will be separate business units that $GOOGL will end up selling as individual products.

25,394 просмотров • 6 месяцев назад

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