Trade Whisperer
@TradexWhisperer • 129,312 subscribers
Memory Engineer & Data Scientist. Masters Degree @UofIllinois 2x🎓 Founder of Smart Candle System on Patreon 👇
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![$MU $DRAM $SNDK A Bloomberg journalist just asked Sanjay Mehrotra a $200 billion dollar question today Q: Is Micron overbuilding? Could the next bust be coming? A: Sanjay's answer centered on one word. Discipline. The shell gets built. How it gets equipped depends on real time demand assessments. His exact words: "bring up this supply with discipline." That is not a company repeating the mistakes of previous cycles. That is a company that learned from every single one of them. Full Question: "Historically, memory is a cyclical business. Right? Periods of boom, periods of bust. I'm wondering if a $200,000,000,000 investment here in The US signals perhaps more of a confidence that that demand, that high demand is going to be permanent, or are there concerns here that, the industry could be overbuilding capacity? Sanjay's Full Answer: "What we are doing is building these fabs, which are very long lead time item, as you can see in in terms of what we are doing at Boise and New York, it really takes several years just to build, construct the shell. How we equip that shell [empty cleanroom] really very much depends on our latest assessments of demand at a given time. So important thing is to have that preparedness to meet the market demand, and memory has become a key enabler. It is a strategic asset for AI across consumer as well as data center industries. Because without memory, you don't really have that intelligence that is critically import important for the future road maps that our customers have. "Our investments, of course, will always be managed with discipline. Today, we are able to meet the demand of our key customers only about 50% to about two thirds in many cases. And it's really important that we, of course, bring up this supply with discipline and continue to really, fuel the growing demand provide and serve the necessary demand that is ahead."](https://image.24vids.com/tw-2057990580630872349/amplify_video_thumb/2057990321620094977/img/oIoXPZdfvxb9vT5z.jpg)
$MU $DRAM $SNDK A Bloomberg journalist just asked Sanjay Mehrotra a $200 billion dollar question today Q: Is Micron overbuilding? Could the next bust be coming? A: Sanjay's answer centered on one word. Discipline. The shell gets built. How it gets equipped depends on real time demand assessments. His exact words: "bring up this supply with discipline." That is not a company repeating the mistakes of previous cycles. That is a company that learned from every single one of them. Full Question: "Historically, memory is a cyclical business. Right? Periods of boom, periods of bust. I'm wondering if a $200,000,000,000 investment here in The US signals perhaps more of a confidence that that demand, that high demand is going to be permanent, or are there concerns here that, the industry could be overbuilding capacity? Sanjay's Full Answer: "What we are doing is building these fabs, which are very long lead time item, as you can see in in terms of what we are doing at Boise and New York, it really takes several years just to build, construct the shell. How we equip that shell [empty cleanroom] really very much depends on our latest assessments of demand at a given time. So important thing is to have that preparedness to meet the market demand, and memory has become a key enabler. It is a strategic asset for AI across consumer as well as data center industries. Because without memory, you don't really have that intelligence that is critically import important for the future road maps that our customers have. "Our investments, of course, will always be managed with discipline. Today, we are able to meet the demand of our key customers only about 50% to about two thirds in many cases. And it's really important that we, of course, bring up this supply with discipline and continue to really, fuel the growing demand provide and serve the necessary demand that is ahead."
Trade Whisperer122,435 Aufrufe • vor 12 Tagen
$TSM 80% CAGR. That is how fast TSMC CoWoS capacity is growing and that's not a typo. Advanced 2.5D/3D packaging is Moore's Law going 3D. The most critical bottleneck nobody is talking about. Give it 15 minutes if you want to learn why. You will not regret it.
Trade Whisperer95,170 Aufrufe • vor 1 Monat
![🔥 JUST IN: $PLTR CEO Alex Karp on CNBC "The mission of Palantir here is to give an unfair advantage to our friends and if you look at what Regional Banks have been saddled with regulatory hurdles and deep technical issues, almost all which can be solved by the combination of his [Tulco CEO] insights into banking ... and our Tech infrastructure and large language models and compute, and that combination will bring the unit economics of a company like Palantir here to Regional Banks and allow them to do what big banks are claiming to do and grew the revenue at much lower cost"](https://image.24vids.com/tw-1919838036248166801/amplify_video_thumb/1919837365247606784/img/jUhBqdYNfHVKfjdq.jpg)
🔥 JUST IN: $PLTR CEO Alex Karp on CNBC "The mission of Palantir here is to give an unfair advantage to our friends and if you look at what Regional Banks have been saddled with regulatory hurdles and deep technical issues, almost all which can be solved by the combination of his [Tulco CEO] insights into banking ... and our Tech infrastructure and large language models and compute, and that combination will bring the unit economics of a company like Palantir here to Regional Banks and allow them to do what big banks are claiming to do and grew the revenue at much lower cost"
Trade Whisperer68,621 Aufrufe • vor 1 Jahr
🔥 $PLTR Co-founder Joe Lonsdale with Tom Bilyeu on Why Meritocracy and Intelligence Matters "At Palantir, we started off with a bunch of these math champions and chess champions, just the best people out of the Ph.D. programs at Stanford, MIT, and other places. They brought their smartest friends, who brought their smartest friends, and that’s just a huge advantage. In the tech world, with the very, very top companies, you don’t see just average people there. You see extraordinarily bright minds, and that three, four, or fifth standard deviation of skill is the same way. By the way, if you want to have the Oakland A’s be a top baseball team or a top basketball team, you can’t just have an average guy on the team. You need the very, very best—the top merit in that area. In some cases, it’s a skill, like in sports. In other areas, it’s IQ, and IQ matters a lot for what we’re doing." The American government was really competent in the mid-20th century. Is it something that no one else could do? You know, we fought two world wars. We went to the Moon. It turns out that we used to have really hard tests to run things in the U.S. government. So, allow me to go back a little bit to the 19th century. The government grew a lot after the Civil War. Abraham Lincoln created a lot of new departments, and the central government all of a sudden became a much bigger thing in the 1860s and 70s. By the time of 1883, it was a mess. Everyone agreed, this is a mess because whoever wins the presidency just brings in all their friends, all their cronies, their stupid cousin Vinnie, whoever else. They’re all getting paid a ton of money just to hang out in D.C. and not get anything done. So, they said, “Guys, we need to have tests. We need to have merit. We need to actually say the people running things need to be really smart.” So, we put in these tests with the Pendleton Act of 1883, and these tests were there all the way through the Moon landing, through everything. Then, come the late 1970s, our country became very politicized around affirmative action. It turns out these tests had different results on average for different races. They weren’t racist tests, by the way. I would agree that the tests actually measured your performance. But despite that, the activist courts on the left said, “No more tests.” So, around 1980 or so, they threw out the tests. And, by the way, they didn’t just throw out the tests. They made it almost impossible to fire people. They put in massive protections where it’s really hard and slow to fire people. So, starting in 1980, our government is not able to do tests anymore, not able to do merit. It just starts getting dumber slowly over time—dumber and dumber. So, for 45 years, our government’s been getting dumber. That is interesting. Tom Bilyeu: One of the great revelations of my adult life—and this actually bothers me—is the degree to which intelligence matters. What role do you think intelligence plays, full stop? Whether you’re trying to improve the government, whether you’re trying to be the baddest kid on the international block, or you’re trying to build a company? Joe Lonsdale: This is a really important point because, obviously, intelligence isn’t everything. I think integrity, faith, why you care about the world, and your motives matter to help people. But if you actually want to be effective at whatever those motives are, intelligence is absolutely central. Merit is absolutely central. If you look at the very top companies versus an average company, you have the best and the brightest.
Trade Whisperer40,026 Aufrufe • vor 1 Jahr
$PLTR Main Street Research Price Target: $135 "AI winner of 2024. Palantir will come out in wider and bigger profit margins in 2025 and I think that's why the stock really got off the floor in the middle of 2024 and very well may have better performance than the semis in 25" James E. Demmert
Trade Whisperer50,003 Aufrufe • vor 1 Jahr
$PLTR Young Alex Karp. A rare question during a rare interview. "Why did you name it Palantir, after the seeing stones in the Lord of Rings?" "Yes. For those of you who had a social life in high school, you may not realize what Palantir is. Those of us who didn't have a social life you immediately jumped out as the seeing stones in Lord of the Rings. And they allowed the the West to communicate or the forces of good to communicate and see into vast distances. And we thought it was a fitting name for a product that allows you to see into large databases but doesn't allow you to see things you're not allowed to see, which is basically what the seeing stone do." Video credit: Jackson
Trade Whisperer44,770 Aufrufe • vor 1 Jahr
![🇫🇷 $PLTR A rare interview with French Palantir deployment lead, Agath. "Ontology is a technology in which we have invested for years. To summarize the principle is that we organize the data to match the operational reality. It is much more than a semantic model. In other words, instead of viewing data as tables and keys, it reorganizes data into objects, links, and actions, making it more intuitive and practical to use." "All functions within Palantir are seamlessly integrated and naturally connected. Yet, it also flexibly integrates with external tools (GCP, Snowflake, Databricks, Power BI, etc.)." [ Real-World Application of Palantir 1 ] --Insurance Risk Assessment and Fraud Detection Reduced manual review time from 3 weeks to a few hours. Saved millions of dollars annually and maximized fraud detection efficiency. AI-powered automation for analyzing claims documents, matching insurance terms, and handling exceptions. ------------------------------------------ [ Real-World Application of Palantir 2 ] --Manufacturing Supply Chain (SCM) Optimization Reclassified over 27 million transaction data points to improve procurement processes. Achieved cost savings and enhanced supplier negotiation power. Ontology-based data integration enabled multiple teams to use the same data. ------------------------------------------ [ Real-World Application of Palantir 3 ] --Generative AI (GenAI) Implementation Launched AIP (Artificial Intelligence Platform) in 2023. GenAI models can be instantly deployed in production environments. Accelerates enterprise AI adoption while maintaining data governance. Achieved 29% revenue growth in 2024 and inclusion in the S&P 500 index. ------------------------------------------ [ Three Main Reasons Companies Adopt Palantir ] 1. Building New Data & AI Infrastructure Ideal for startups or scale-ups building a complete AI data infrastructure. Examples: Aero (France), Crowd Farming (Spain). 2. Enhancing Existing Data Infrastructure Companies lacking specific capabilities (e.g., GenAI adoption, enhanced security) leverage Palantir. Particularly used in finance for deploying secure AI models. 3. Strategic Impact & Organizational Expansion Proven ROI shared among CEOs and executives → expands to other departments. Example: Stellantis – expanded from quality control to supply chain to procurement processes. ------------------------------------------ [ How Does Palantir Transform Companies? ] Provides not just a data repository but an actionable data environment. Enables operational and data teams to collaborate on the same platform. Deploys AI models rapidly while maintaining security and governance. “Leading true digital transformation through data & AI—that is Palantir’s role.” A Nice Find & Transcribed by 엔팔좋아 👏](https://image.24vids.com/tw-1916261730407399656/amplify_video_thumb/1916260859082641409/img/elfrIwuOBIG0SYU9.jpg)
🇫🇷 $PLTR A rare interview with French Palantir deployment lead, Agath. "Ontology is a technology in which we have invested for years. To summarize the principle is that we organize the data to match the operational reality. It is much more than a semantic model. In other words, instead of viewing data as tables and keys, it reorganizes data into objects, links, and actions, making it more intuitive and practical to use." "All functions within Palantir are seamlessly integrated and naturally connected. Yet, it also flexibly integrates with external tools (GCP, Snowflake, Databricks, Power BI, etc.)." [ Real-World Application of Palantir 1 ] --Insurance Risk Assessment and Fraud Detection Reduced manual review time from 3 weeks to a few hours. Saved millions of dollars annually and maximized fraud detection efficiency. AI-powered automation for analyzing claims documents, matching insurance terms, and handling exceptions. ------------------------------------------ [ Real-World Application of Palantir 2 ] --Manufacturing Supply Chain (SCM) Optimization Reclassified over 27 million transaction data points to improve procurement processes. Achieved cost savings and enhanced supplier negotiation power. Ontology-based data integration enabled multiple teams to use the same data. ------------------------------------------ [ Real-World Application of Palantir 3 ] --Generative AI (GenAI) Implementation Launched AIP (Artificial Intelligence Platform) in 2023. GenAI models can be instantly deployed in production environments. Accelerates enterprise AI adoption while maintaining data governance. Achieved 29% revenue growth in 2024 and inclusion in the S&P 500 index. ------------------------------------------ [ Three Main Reasons Companies Adopt Palantir ] 1. Building New Data & AI Infrastructure Ideal for startups or scale-ups building a complete AI data infrastructure. Examples: Aero (France), Crowd Farming (Spain). 2. Enhancing Existing Data Infrastructure Companies lacking specific capabilities (e.g., GenAI adoption, enhanced security) leverage Palantir. Particularly used in finance for deploying secure AI models. 3. Strategic Impact & Organizational Expansion Proven ROI shared among CEOs and executives → expands to other departments. Example: Stellantis – expanded from quality control to supply chain to procurement processes. ------------------------------------------ [ How Does Palantir Transform Companies? ] Provides not just a data repository but an actionable data environment. Enables operational and data teams to collaborate on the same platform. Deploys AI models rapidly while maintaining security and governance. “Leading true digital transformation through data & AI—that is Palantir’s role.” A Nice Find & Transcribed by 엔팔좋아 👏
Trade Whisperer34,067 Aufrufe • vor 1 Jahr
🔥 $PLTR Palantir co-founder Joe Lonsdale: I'm excited to help with the 'Golden Dome' Joe Lonsdale discusses the development of the defense system on Fox Business Reportedly Palantir, Anduril Industries and SpaceX are the frontrunners of Golden Dome contracts on the non-traditional commercial company side of things..
Trade Whisperer30,315 Aufrufe • vor 1 Jahr
A Bullish Throwback to $PLTR and Nasdaq Partnership Making Financial Markets Great Again "We are so excited to partner with Palantir. We are working with Palantir to create a custom ONTOLOGY of all our structured and unstructured data across investors value chain. We are creating custom workflows through AIP to help unlock insights and efficiencies across the entire workflow and investor professional and what that's gonna do is it's going to help every public company that we work with to figure out who their next great investor is going to be and that's gonna help all of our corporate clients maximze their valuations by leveraging unique data and expertise of nasdaq and technology of Palantir"
Trade Whisperer14,008 Aufrufe • vor 1 Jahr