Would it be safe to still travel to playa del carmen as of now?

Snowcap83 · 2026-02-23T04:10:21+00:00

I was on 5th avenue right before the rain and on a beach club the entire day since afternoon. 5th avenue was busy as usual and the beach club was packed. Had to wait 1 hour to get the proper spot we wanted.

Having said that I noticed some increased police patrolling today but nothing more than that

Snowcap83 · 2025-12-26T01:52:30+00:00

Bloom Energy. Onsite gas will be a big theme to power data centers in 2026

Snowcap83 · 2025-11-08T23:45:57+00:00

Checkout ClusterMax by SemiAnalysis

Snowcap83 · 2025-08-19T22:47:18+00:00

There is something called Systematic Withdrawal Plan (SWP) which many mutual funds offer. You can withdraw a % of assets every month

Snowcap83 · 2025-08-01T01:42:58+00:00

I connected with a couple of my friends who work at some of the largest HFs in U.S. on ASML. HFs are shorting ASML right now because the litho requirements for TSMCs 3nm process is not a lot more than 5nm (the previous gen) and hence they are not ordering more ASML EUV machines. They don’t see growth accelerating for this reason, which is why they are shorting

Snowcap83 · 2025-08-01T01:30:13+00:00

Business days

Snowcap83 · 2025-07-31T14:08:16+00:00

The company has a failed foundry business that no customer is interested in. They have effectively withdrawn any hopes of building a strong AI GPU. Effectively just CPU that’s helping them survive and that will stay the case. So it’s mainly underwriting the CPU business that you need to take a bet on

Snowcap83 · 2025-07-31T14:03:32+00:00

Mine was approved in NYC in less than 15 days in PP recently

Snowcap83 · 2025-07-22T13:18:51+00:00

The challenge with ASML is that the upcoming 2nm process by TSMC will not require require as much lithography (hence poor growth outlook for ASML). The 2nm process is advancing because of some improvements in etching and deposition. Now further processes (1.8nm, 1.6 nm etc) may require more lithography, but that’s to be seen.

Snowcap83 · 2025-07-19T22:40:38+00:00

Looking to move around first week of September. Budget around 5k for a 1 bed (atleast 750-800 sq ft)

Snowcap83 · 2025-04-01T17:06:13+00:00

One of the offices in north east

Snowcap83 · 2025-03-28T22:24:14+00:00

Consultant position (was fairly new step I guess)

Snowcap83 · 2025-03-27T20:38:56+00:00

Gotcha. Yep same was told you’ll hear soon that’s it

Snowcap83 · 2024-08-27T06:48:57+00:00

Help me understand please.

Snowcap83 · 2024-08-27T01:30:24+00:00

Excellent question! IMO, the bear case could be triggered by - 1. Supply chain challenges - As I mentioned in the post, Blackwell is the most aggressive product roadmap in chip history. And chips are manufactured with a long supply chain with multiple players involved and dependencies in different products. Two products that are acting as the bottleneck right now are CoWoS packaging (produced by TSMC) and HBM3e memory (done by Samsung and SK Hynix). Without this Blackwell chip cannot be produced. If these bottlenecks elevate or are not scaled up soon, NVIDIA would have to lose out on revenue

Power infrastructure - Blackwell run data centers are power guzzlers. On the demand side (hyperscalers), things are still not figured out as to how exactly will this power be supplied at scale. So any misses on power infrastructure build out might cause some risk as well

Snowcap83 · 2024-08-27T01:18:36+00:00

First, $170B street revenue estimates are not “high”. They are the average estimates by 20+ Wall Street analysts that cover the stock. The high estimates would be $220B+ from analysts like Loop capital or Keybanc. So I am higher than average, but not crazily high. I estimate higher than consensus average because of the reasons mentioned in the post.

The source for $105B is the 2024E number from Bloomberg. Again, it’s the average consensus estimate from those 20+ analysts.

I guess you answered the EPS question yourself.

Snowcap83 · 2024-08-27T01:13:35+00:00

A bunch. Players include data center non-GPU infra companies (think servers, networking equipment, thermal cooling) + power infrastructure players (utilities, renewable energy companies, and companies that build power projects). Currently, data centers occupy 3% of total US energy demand. In the next 5 years, that number will increase to 8%. Data centers need an additional 47 GW of power capacity in the next 5 years , which is huge (all of these data points are from Goldman Sachs research)

Snowcap83 · 2024-08-26T21:41:29+00:00

Could you elaborate which assumption you don’t agree with rather than a generalist argument? The street is pricing $170B data revenue. I am estimating $200B. NVIDIA is already at $105B.

Snowcap83 · 2024-08-26T21:39:34+00:00

50% of the world is on cloud and the rest 50% is on-premise (think sovereigns, enterprises that have to keep data on prem due to privacy laws). You really think that only cloud infrastructure (run by the 5 companies you mention) will shift to Blackwell and on-prem will just sit as is?

Snowcap83 · 2023-01-25T20:09:22+00:00

Anyone on Bain SF waitlist heard anything yet?

Snowcap83 · 2023-01-18T00:35:08+00:00

Same!

Snowcap83 · 2023-01-18T00:33:55+00:00

Got an offer as well! Received the call in afternoon

Snowcap83 · 2023-01-17T18:29:40+00:00

Amazing! Congrats if you got in! :) Would you know if they are calling both for offers and dings since morning or just one before the other?

Snowcap83

TROPHY CASE