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<p>$MSFT

I know I said the drawdown of their stock was an opportunity of our lifetimes in Q1 this year;

I did not expect it to fully show within 2-3 quarters.

Turns out they are talking about a MULTI-GIGAWATT deployment of Maia300, making their own silicon a primary inference system for all their products; with Maia200 already deployed across the world

Not suprised the stock is running on that news - chips were not priced-in to begin with 🚀</p>

$MSFT
I know I said the drawdown of their stock was an opportunity of our lifetimes in Q1 this year;
I did not expect it to fully show within 2-3 quarters.
Turns out they are talking about a MULTI-GIGAWATT deployment of Maia300, making their own silicon a primary inference system for all their products; with Maia200 already deployed across the world
Not suprised the stock is running on that news - chips were not priced-in to begin with 🚀

$MSFT I know I said the drawdown of their stock was an opportunity of our lifetimes in Q1 this year; I did not expect it to fully show within 2-3 quarters. Turns out they are talking about a MULTI-GIGAWATT deployment of Maia300, making their own silicon a primary inference system for all their products; with Maia200 already deployed across the world Not suprised the stock is running on that news - chips were not priced-in to begin with 🚀

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