Enertuition
@enertuition.bsky.social
Skeptic honed in seeing through Investment banker and management BS. Writing about AI, CPUs, GPUs, Solar, BEVs, Autonomous driving, etc. Tag me on anything related.
$NVDA My take on why @nvidia may have bought @GroqInc and implications. $AMD @AMD
enertuition.substack.com/p/nvidia-to-...
enertuition.substack.com/p/nvidia-to-...
Nvidia To Acquire Groq For $20B: Implications
In a surprise Christmas Eve news, we find from Groq that Nvidia (NVDA) non-exclusively licensed Groq’s technology and acquihired the team.
enertuition.substack.com
December 25, 2025 at 2:06 AM
$NVDA My take on why @nvidia may have bought @GroqInc and implications. $AMD @AMD
enertuition.substack.com/p/nvidia-to-...
enertuition.substack.com/p/nvidia-to-...
Here is a positive forward looking take on where some key stocks are likely headed despite all the bubble gloom and doom.
open.substack.com/pub/shilpare...
open.substack.com/pub/shilpare...
The Path to a $10T Market Cap
Who will reach the $10T milestone first, and why?
open.substack.com
December 17, 2025 at 4:57 PM
Here is a positive forward looking take on where some key stocks are likely headed despite all the bubble gloom and doom.
open.substack.com/pub/shilpare...
open.substack.com/pub/shilpare...
On days like today when the AI stocks are getting wrecked, it is good to be aware that capital limitation is a key element in slowing down the bubble inflation - capital acts as a governor as discussed here:
enertuition.substack.com/p/the-ai-bub...
enertuition.substack.com/p/the-ai-bub...
The AI Bubble: Risk Or Opportunity?
Will The Talk Of AI Bubble Cause Investors To Miss A Generational Wealth Creation Opportunity?
enertuition.substack.com
December 17, 2025 at 4:54 PM
On days like today when the AI stocks are getting wrecked, it is good to be aware that capital limitation is a key element in slowing down the bubble inflation - capital acts as a governor as discussed here:
enertuition.substack.com/p/the-ai-bub...
enertuition.substack.com/p/the-ai-bub...
Does the bubble crowd see less of a bubble? www.bloomberg.com/news/article...
Some Oracle Data Centers for OpenAI Delayed to 2028 From 2027
Oracle Corp. has pushed back the completion dates for some of the data centers it’s developing for the artificial intelligence model developer OpenAI to 2028 from 2027, according to people familiar wi...
www.bloomberg.com
December 12, 2025 at 4:07 PM
Does the bubble crowd see less of a bubble? www.bloomberg.com/news/article...
$AVGO Can you spot the peak? My take on Broadcom's earnings: enertuition.substack.com/p/broadcom-i...
Broadcom: Inflection Point Ahead
Broadcom (AVGO) delivered a strong Q4 FY25 with revenue beating expectations by about $500M.
enertuition.substack.com
December 12, 2025 at 7:15 AM
$AVGO Can you spot the peak? My take on Broadcom's earnings: enertuition.substack.com/p/broadcom-i...
$ORCL @Oracle really needs an equity raise here. Ellison missed a trick by not doing it a few months back when there was OpenAI deal euphoria:
open.substack.com/pub/shilpare...
open.substack.com/pub/shilpare...
ORCL Q2 FY26: Debt Fears Overshadow RPO
Q1’s RPO euphoria has turned to deep skepticism regarding execution and financing.
open.substack.com
December 11, 2025 at 3:14 PM
$ORCL @Oracle really needs an equity raise here. Ellison missed a trick by not doing it a few months back when there was OpenAI deal euphoria:
open.substack.com/pub/shilpare...
open.substack.com/pub/shilpare...
China went from buying gobs of Nvidia H20s and AMD MI308s to now saying they will consider if they should buy H200s.
This administration’s China policy has been disastrous for the semiconductor industry but as investors we have to look at the world with the policy we have.
$AMD $NVDA
This administration’s China policy has been disastrous for the semiconductor industry but as investors we have to look at the world with the policy we have.
$AMD $NVDA
December 9, 2025 at 6:15 PM
China went from buying gobs of Nvidia H20s and AMD MI308s to now saying they will consider if they should buy H200s.
This administration’s China policy has been disastrous for the semiconductor industry but as investors we have to look at the world with the policy we have.
$AMD $NVDA
This administration’s China policy has been disastrous for the semiconductor industry but as investors we have to look at the world with the policy we have.
$AMD $NVDA
$NVDA $AMD My take on Rubin delay and China H200s from yesterday: open.substack.com/pub/enertuit...
Nvidia Rubin Delay & Opening Up H200 To China: Implications
Beyond The Hype has been discussing for almost a year about Nvidia’s (NVDA) rush to get Rubin to market quickly ahead of Advanced Micro Devices (AMD) MI4xx.
open.substack.com
December 9, 2025 at 3:42 PM
$NVDA $AMD My take on Rubin delay and China H200s from yesterday: open.substack.com/pub/enertuit...
$AMZN $NVDA $AMD $INTC When will
@awscloud.bsky.social management notice that Trainium is a disaster?
enertuition.substack.com/p/amazon-tra...
@awscloud.bsky.social management notice that Trainium is a disaster?
enertuition.substack.com/p/amazon-tra...
Amazon Trainium Is A Disaster; Strategy Reset Needed
AWS Choking On “Your Margin Is My Opportunity” Mantra
enertuition.substack.com
December 3, 2025 at 5:24 AM
$AMZN $NVDA $AMD $INTC When will
@awscloud.bsky.social management notice that Trainium is a disaster?
enertuition.substack.com/p/amazon-tra...
@awscloud.bsky.social management notice that Trainium is a disaster?
enertuition.substack.com/p/amazon-tra...
$GOOG $NVDA $AMD $AVGO Gemini 3 is a game changer but Google TPU is not. My take: open.substack.com/pub/enertuit...
Google TPU Success Is Not Sustainable
No, Google Is Not Entering The Semiconductor Business
open.substack.com
December 1, 2025 at 4:38 AM
$GOOG $NVDA $AMD $AVGO Gemini 3 is a game changer but Google TPU is not. My take: open.substack.com/pub/enertuit...
So there analysts who think that Meta using Google TPU is a worse news to $AMD than $NVDA?
Really?
Really?
November 25, 2025 at 4:00 PM
So there analysts who think that Meta using Google TPU is a worse news to $AMD than $NVDA?
Really?
Really?
$AMD $NVDA $AVGO $GOOG OpenAI
There are a whole lot of bad these out there on how AI plays out. But, if there are a ton of people running with the same bad thesis, dumb luck will start looking like a stroke of genius.
Some food for thought:
enertuition.substack.com/p/gemini-3-i...
There are a whole lot of bad these out there on how AI plays out. But, if there are a ton of people running with the same bad thesis, dumb luck will start looking like a stroke of genius.
Some food for thought:
enertuition.substack.com/p/gemini-3-i...
Gemini 3 Is A Game Changer For The AI Infrastructure Layer
Implications For Select Names
enertuition.substack.com
November 25, 2025 at 3:51 PM
$AMD $NVDA $AVGO $GOOG OpenAI
There are a whole lot of bad these out there on how AI plays out. But, if there are a ton of people running with the same bad thesis, dumb luck will start looking like a stroke of genius.
Some food for thought:
enertuition.substack.com/p/gemini-3-i...
There are a whole lot of bad these out there on how AI plays out. But, if there are a ton of people running with the same bad thesis, dumb luck will start looking like a stroke of genius.
Some food for thought:
enertuition.substack.com/p/gemini-3-i...
Gemini 3 is a game changer in many ways. My view of the impact on Anthropic OpenAI $AMD $AMZN $CRWV $GOOG $GOOGL $META $MSFT $NVDA $ORCL
open.substack.com/pub/enertuit...
open.substack.com/pub/enertuit...
Gemini 3 Is A Game Changer For The AI Infrastructure Layer
Implications For Select Names
open.substack.com
November 24, 2025 at 8:06 AM
Gemini 3 is a game changer in many ways. My view of the impact on Anthropic OpenAI $AMD $AMZN $CRWV $GOOG $GOOGL $META $MSFT $NVDA $ORCL
open.substack.com/pub/enertuit...
open.substack.com/pub/enertuit...
$NVDA $AMD I have been writing about Nvidia taking risks to keep ahead of AMD for a while now. Most people don't see it, but Blackwell delays were because of this.
Rubin is taking even more risks and they could come back to bite Nvidia: enertuition.substack.com/p/how-do-ope...
Rubin is taking even more risks and they could come back to bite Nvidia: enertuition.substack.com/p/how-do-ope...
How Do OpenAI Deals With AMD, Broadcom & Nvidia Compare? Implications
Is Capital Is More Important Than Everything Else?
enertuition.substack.com
November 23, 2025 at 3:36 PM
$NVDA $AMD I have been writing about Nvidia taking risks to keep ahead of AMD for a while now. Most people don't see it, but Blackwell delays were because of this.
Rubin is taking even more risks and they could come back to bite Nvidia: enertuition.substack.com/p/how-do-ope...
Rubin is taking even more risks and they could come back to bite Nvidia: enertuition.substack.com/p/how-do-ope...
People who talk about AI bubble don’t see the whole picture: www.cnbc.com/2025/11/21/g...
Google must double AI compute every 6 months to meet demand, AI infrastructure boss tells employees
At a recent all-hands meeting, Google's head of AI infrastructure said the company has to race to build out compute capacity.
www.cnbc.com
November 21, 2025 at 2:28 PM
People who talk about AI bubble don’t see the whole picture: www.cnbc.com/2025/11/21/g...
$NVDA Q3 says the OpenAI deal is not a done deal and the co is adding some escape language. Something I noted in this article a while back.
If the deal does not come through, do people realize the perceived AI bubble is 10GW smaller than they imagined it might be?
open.substack.com/pub/enertuit...
If the deal does not come through, do people realize the perceived AI bubble is 10GW smaller than they imagined it might be?
open.substack.com/pub/enertuit...
How Do OpenAI Deals With AMD, Broadcom & Nvidia Compare? Implications
Is Capital Is More Important Than Everything Else?
open.substack.com
November 20, 2025 at 3:39 PM
$NVDA Q3 says the OpenAI deal is not a done deal and the co is adding some escape language. Something I noted in this article a while back.
If the deal does not come through, do people realize the perceived AI bubble is 10GW smaller than they imagined it might be?
open.substack.com/pub/enertuit...
If the deal does not come through, do people realize the perceived AI bubble is 10GW smaller than they imagined it might be?
open.substack.com/pub/enertuit...
$NVDA My take on the obvious and less obvious reads from the Nvidia earnings call. open.substack.com/pub/enertuit...
NVDA: Stellar Quarter But Signs Of Competition Are Clear
Nvidia Q3 FY26 Earnings
open.substack.com
November 20, 2025 at 1:37 PM
$NVDA My take on the obvious and less obvious reads from the Nvidia earnings call. open.substack.com/pub/enertuit...
On the $INTC bulls are delusional theme: The stock is up on 2 major stories today about server product cancellation at Intel.
November 17, 2025 at 5:12 PM
On the $INTC bulls are delusional theme: The stock is up on 2 major stories today about server product cancellation at Intel.
Reposted by Enertuition
Wild graphic on front page of WSJ.
November 14, 2025 at 7:47 PM
Wild graphic on front page of WSJ.
Other than xAI valuation being ridiculous, especially for a company whose most likely exit is acquisition by Tesla, I wonder if Tesla or any of the Musk entities funded this round. $TSLA
www.cnbc.com/2025/11/13/m...
www.cnbc.com/2025/11/13/m...
Musk's xAI raises $15 billion in latest funding round
The funding round adds $5 billion to the $10 billion funding round reported in September, which valued the startup at $200 billion.
www.cnbc.com
November 13, 2025 at 3:30 PM
Other than xAI valuation being ridiculous, especially for a company whose most likely exit is acquisition by Tesla, I wonder if Tesla or any of the Musk entities funded this round. $TSLA
www.cnbc.com/2025/11/13/m...
www.cnbc.com/2025/11/13/m...
$AMD up nearly 10% and I think this has a long way to run. As warned. the bear hunting season is here.
$AMD 2025 Financial Analyst Day Could Start Bear Hunting Season: substack.com/home/post/p-...
AMD Financial Analyst Day Will Surprise In Ways Investors Are Not Expecting
Companies mentioned in this article: AMD, Arista, Broadcom, Celestica, Intel, Meta, Microsoft, Nvidia, OpenAI, Oracle, Sanmina, TensorWave, and TSMC
substack.com
November 12, 2025 at 3:12 PM
$AMD up nearly 10% and I think this has a long way to run. As warned. the bear hunting season is here.
$AMD In addition to sharing my thoughts about the AMD Financial Analyst Day, I want to sent a message to the wonderful and super competent Lisa Su about how not to give guidance: enertuition.substack.com/p/amd-manage...
AMD Management Nonsensical Guidance Apart, The Future Is Bright
Sometimes managements deserve to get feedback when the guidance leaves a lot of room for improvement
enertuition.substack.com
November 12, 2025 at 3:39 AM
$AMD In addition to sharing my thoughts about the AMD Financial Analyst Day, I want to sent a message to the wonderful and super competent Lisa Su about how not to give guidance: enertuition.substack.com/p/amd-manage...
$AMD 2025 Financial Analyst Day Could Start Bear Hunting Season: substack.com/home/post/p-...
AMD Financial Analyst Day Will Surprise In Ways Investors Are Not Expecting
Companies mentioned in this article: AMD, Arista, Broadcom, Celestica, Intel, Meta, Microsoft, Nvidia, OpenAI, Oracle, Sanmina, TensorWave, and TSMC
substack.com
November 10, 2025 at 2:52 PM
$AMD 2025 Financial Analyst Day Could Start Bear Hunting Season: substack.com/home/post/p-...
As Rome burned, Nero fiddled vibe
November 9, 2025 at 10:49 PM
As Rome burned, Nero fiddled vibe