PERSON DIRECTORY
Bubble Boi
Bubble Boi appears in 3 indexed conversations across Thread Guy, Frictionless. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Why He Sold Everything - Bubble Boi on Kimi, CXMT, and China's Chips
Kimi’s linear-attention architecture may keep most model memory fixed as context grows, weakening Bubble Boi’s memory-and-capex thesis for AI winners.That could reduce future DRAM and rack demand while improving premium Nvidia GPU economics; he favors selectively priced CXMT, remains bullish on Intel’s 14A customer commitment, and is watching neoclouds, flash-based inference, and Qualcomm’s unproven throughput claims.
Why the AI Trade is only starting.. - Bubble Boi
Intel’s turnaround thesis is shifting from fabs alone to advanced packaging, with improved 18A yields and a possible 14A leapfrog over TSMC if execution continues.EMIB could enable denser, more repairable multi-die systems, while token demand and semiconductor capex support at least three more years of AI infrastructure spending; execution and speculative bottleneck trades remain the risks.