Paradis Labs
@ParadisLabs
AI & Semiconductor Research | Not Financial Advice | DYOR
Joined March 2026
102 Following 68.5K Followers
Recommended reading for the weekend:
1. Gavin Baker (@GavinSBaker) pinned post — Market is overreacting to hyperscale credit spreads widening
2. WSJ — His Wedding Guests Were Arriving - Just as His $45 Billion Fund Was Falling Apart
3. @FundaAI — SPCX: xAI 8GW Buildout Mapping
4. Vikram Sekar (@vikramskr) — The AI Trade Burned Down: Let Round 2 Begin (with more sanity this time...)
5. @damnang2 — After CXMT's Listing, Do the Memory Three Have Further to Fall?
6. @SemiAnalysis_ — Can AMD break the CUDA Moat? AMD Advancing AI 2026
Essential Reading: $AMZN / $MSFT / $META Earnings Transcripts
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