@aktiehedonist · JP Insights

I write about the boring stuff behind AI. Power, cooling, optics, networking, semis and data centers. NFA

22.9K followers · credibility 74

Recently discussing

• $AVGO · 42 mentions
• $VRT · 41 mentions
• $NVDA · 31 mentions
• $MU · 23 mentions
• $AAOI · 23 mentions
• $ALAB · 20 mentions
• $CRDO · 18 mentions
• $NOK · 16 mentions
• $SIVE · 12 mentions
• $ANET · 11 mentions
• $LITE · 11 mentions
• $MRVL · 10 mentions

Leaderboard · Market feed · SpikePanel