Serenity
@aleabitoreddit
Only on X, don’t trust fake accs
AI/Semi Supply Chains Research
Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
Joined July 2025
221 Following 1M Followers
Let me get this straight chat… you have:
$NVDA 70% supply constrained revenue growth projections (would be 100%+)
$AVGO AI revenue growing 100%+ Y/Y for next 2 years from mid ~$50B -> $230B
OpenAI Astra blowing away AGI benchmarks and starting to train itself.
$MSFT / $GOOGL / $AMZN stating compute demand imbalances into next year, with Nvidia projecting $1.3T spend for 2027.
You’re seeing this flow through supply chains from Samsung 70% capacity LTAs into 2031 to Powertech advanced packaging capacity 100% booked into 2030.
Even your legacy players like Winbond are starting 2029-2030 allocations.
Markets always have temporary drawdowns and macro scares… but…
How can anyone not think AI stock go brrr?
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