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Rihard Jarc

@RihardJarc82k followers

Researching and investing in tech (AI, cloud, semiconductors, platforms). Building UncoverAlpha. DMs open. Tweets are only opinions.

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1Sep 25, '24$META's iPhone moment255×4M23k2.1k8.6k
2Jun 29I just published my article on how hyperscalers like $AMZN, $MSFT, and $GOOGL will benefit in the token optimization era and why I believe the companies will re-rate much higher.102×1.6M2.2k2703.9k
3Jul 29, '25An interesting comment from a Former $META employee. ENERGY is the biggest bottleneck right now. Even if $META wants to spend $100-$150B on CapEx for AI infrastructure, they can't.95×1.5M4.2k6592.4k
4Nov 1, '25$MSFT's Satya is saying that compute is not the bottleneck, but energy and data center space is. In fact the problem he has is that he has a surplus of GPUs right now sitting which94×1.5M2.9k3371.5k
5Aug 8, '24This is crazy. $INTC is so hated by the market right now that it is now trading at Tangible Book Value! Tangible Book Value is normally what shareholders get if a company goes bank65.2×1M2.2k282785
6Sep 13, '25Wow, $GOOGL Gemini has overtaken ChatGPT in top downloads in the US on iOS. Something to keep an eye on as ChatGPT has dominated the standings for months now. $GOOGL execution and 59.5×934k1.8k170174
7Oct 2, '25It's not about GPUs anymore; it's all about POWER. A comment from a $GOOGL employee working on datacenters: Getting GPUs and TPUs is not a bottleneck. "Power, lack of available pow52.4×823k2.7k3771.1k
8Sep 26, '24The $NVDA bull & bear case summarized in 2 minutes by Zuck. It is that simple.45.4×713k4.2k4893.7k
9Oct 2, '24$META Zuckerberg said that they would be TWICE as profitable if it wasn't for $AAPL and $GOOGL limiting them with their App Store rules and taxes. 👀 $META has a net income margin 33.2×521k1.9k115420
10Sep 10, '25I fully sold my $ORCL position now. While the backlog and projections of $ORCL look out of this world, the fact is that most of the demand comes from 5 companies: OAI, xAI, $META, 29.2×459k2k100466
11Oct 16, '25Some golden nuggets from an interview with a former $GOOGL employee on TPUs and the future of Search: 1. According to him, $NVDA is specifically bought to satisfy customer demand (29.1×457k75491423
12Jan 16, '24I sold my $GOOGL position today. I will be publishing an article explaining the reasons in the coming days, but in a short summary: $GOOGL was one of my biggest positions and has d29×456k1.3k100990
13Jun 23, '251) Any $META shareholder should be happy that Susan Li is $META's CFO. She recently went on a podcast. Here are two key takes every shareholder should listen to: - First, despite M23.1×363k1.1k79877
14Sep 19, '25You can see from the nuance that Zuck thinks we are in an AI CapEx bubble. But since this is a race & $META is one of the most financially stable ones in this race, they are wi22.9×360k1.6k97956
15Oct 15, '25My take on GPUs having a real 1-2 year life usefulness instead of +4 years is opening up many questions, so let me explain in more detail: First, all of the counter arguments are t22.6×354k67379665
16Nov 17, '25The reason why $GOOGL TPUs are so powerful vs the alternatives is that $GOOGL realized back in 2014 that they don't want to be beholden to $NVDA for AI inference workloads. $GOOGL 22.5×353k2.5k176582
17Oct 6, '25Sold out of my $AMD, $TSM, and $NVDA position today. Yes, I am a big long-term believer in AI and the effects of it, but I am also a realist and a rational investor. I will be publ21.1×331k2.5k87618
18Nov 13, '25$MSFT's Satya is indirectly answering the question about the usefulness of the life of GPUs. $NVDA has gone to a 1-year product cycle in 2024, now he doesn't want to overbuy one ge20.7×325k1.3k87495
19Nov 13, '24At the end of the day, we all feel the pain of selling something too early. The reaction of +$30B net worth Masayoshi Son's selling of $NVDA feels relatable.20.6×324k1.6k174475
20Oct 17, '24Interview with a Former high-ranking $NVDA employee. Some valuable insights on the future of the AI chip industry, including $NVDA: 1. He thinks one of the main problems in the ind20.5×322k1.3k2011.2k
21Dec 12, '24Probably not what you want to hear if you are $NVDA. $MSFT CEO said they are not supply-constrained when it comes to chips.19.9×313k71451372
22Aug 28, '23A portfolio of $AMZN, $MSFT, $GOOGL and $META will probably outperform most other portfolios in a 5 year time frame including all the indices. Setting a reminder to circle back on 19.3×303k69436173
23Oct 13, '24Over 40% of $NVDA's revenue is Inference today. But because of Chain of Reasoning models (like the o1 model) Jensen said it is about to go up by a billion times. This is the indust18.8×295k1.6k163604
24Sep 19, '25A Former $MSFT employee who worked with OpenAI on the $MSFT side shares some really interesting views on the relationship between OAI and $MSFT and why he thinks $GOOGL Cloud is th18.6×292k1.5k1311.4k
25Nov 14, '25A very informative interview with an $AMD employee on the ASIC vs $NVDA battle and $GOOGL's TPUs: 1. In the case of the $GOOGL / $AVGO TPU relationship, he thinks that $AVGO doesn'18.5×291k757110534
26Oct 6, '25Ok, all great, but where is the MONEY going to come from? OAI, now with Stargate, $NVDA, and now $AMD, has said to spend and build 26GW of data centers in the next few years. 1GW =16.9×265k1.4k141369
27Jul 9, '24A really high-quality interview with a Former $NVDA Director on $NVDA's moat and the AI semi-industry. A must read: 1. $NVDA is not just a GPU. The real moat is in writing custom C16.5×259k1.2k3091.2k
28Jul 4, '25Zuck is a beast. Btw this is head of recruiting at OpenAI and a former $META employee.16×251k76846146
29Oct 9, '25I just published my cautious view on the current state of the AI market & why I have trimmed or sold many of my positions. - We are running out of organic capital - GPUs are a 15.7×247k1.1k134885
30Aug 24, '23A really great interview from a current Account Executive at Stripe. Talking about $ADYEY and $PYPL. Must read for Fintech investors: - In his opinion, $ADYEY is very efficient and15.2×238k58783573
31Oct 28, '25A really insightful interview with a former $ORCL employee on deploying $NVDA GPUs and the economics behind it: 1. In his experience, the benchmarks that $NVDA provides are very ge14×220k72294541
32Jul 26, '24Not everything is expensive. $AMZN is trading at a 14x EV/EBITDA (NTM) multiple. In the last 20 years the only time it was lower was last year and in 2008.13.3×209k947119317
33Jan 20, '23Added to $GOOGL today...Weird times we live in, where the leader in AI trading at a 12x EV/EBITDA with $80B of net cash and +100k best engineers is being questioned if he will be a13.3×208k7564573
34Sep 30, '25Some interesting comments from a Former $GOOGL employee who worked on chips on the TPU/ $NVDA debate: 1. According to him, $GOOGL's TPUs are from 25-30% to 2x better compared to $N12.5×197k952100709
35Oct 17, '24The long-term AI chip play is not $NVDA its $TSM.12.1×190k80834190
36Mar 11, '25$AMZN, $META, $GOOGL, and $MSFT are all on the low end of their EV/EBITDA valuation range from the last 10 years, with EV/EBITDA ranging from 20- 15x. There is no "AI bubble" here.11.9×188k1.2k143395
37Mar 21, '24Interview with former $NVDA Researcher. One of the best explanations of the difference between $NVDA and $AMD and CUDA's »edge«. Worth the read: 1. $AMD's GPUs usually lag behind $11.9×187k797133814
38Jun 13, '23My article on Generative AI is out. Breaking down what industries and companies stand to benefit most and what the future of generative AI might look like. From cloud players: $MSF11.9×187k574124433
39Nov 10, '25A really insightful interview with a Former $GOOGL Cloud employee on TPUs: 1. In the short term, he expects that TPUs will continue to be used by $GOOGL's own internal needs (Gemin11.7×185k1.1k119624
40Oct 13, '25$GOOGL's TPUs will, in the long run, probably turn out to be one of their best investments in history. - $GOOGL processes over 1.3 quadrillion tokens/month - OpenAI's API processes11.2×176k1.1k69219
41Aug 19, '23One of the most insightful interviews on the cloud industry from an industry expert director/cloud consultant: - Clients pick AWS because they have the biggest “menu” and you can b10.9×171k58496521
42Nov 10, '23Yesterday one of the MOST important partnerships in tech this year was announced, and it didn't get as enough attention as it should. $META and $AMZN have partnered, and it's a HUG10.9×171k60991193
43Apr 10, '24A must-read interview for investors investing in the AI space from a Former high-level employee at $MSFT who also worked with OpenAI from the $MSFT side. Key insights from the inte10.8×169k687103875
44Aug 5, '24$GOOGL loses antitrust case over its Search default on smartphones. Probably the worst news for $AAPL which got over $20B per year from $GOOGL. That $20B was pure profit…10.1×159k6146275
45Sep 15, '25The market is not ready for this. $META about to open a new category on Wednesday: AI smartglasses9.8×154k86177154
46Feb 5, '25$GOOGL just reported their earnings. I am very satisfied with the earnings and have added to my position. The most important things for me: 1. $GOOGL Search showed stronger resilie9.7×152k59461214
47Jun 28, '25Wow $META Zuck is in beast mode. Poaches 4 more key OpenAI employees. The total that we know already at 8. Maybe Altman’s strategy of publicly mentioning that Zuck is offering $1009.5×149k1k4099
48Nov 18, '23Imagine. You pour $10B into a startup, which you then own 49%. - The board replaces your star CEO, and you get 5-10 min in advance notice. - The board used your biggest competitors8.9×140k6036128
49Sep 2, '25$GOOGL has now made 10x the return in their Anthropic investment in 2 years. The stake is now worth 1% of $GOOGL ‘s market cap or north of $25B.8.8×139k1.8k77111
50Jan 28, '25$NVDA's Singapore revenue in the last quarter was $7.7B (+185% YoY), more than half of its U.S. revenue. Let's not pretend the U.S. is the only region with chip access.8.6×135k1.1k151194
51Feb 27, '25$GOOGL starting to become really attractive at 18.8x P/E (forward) & 11.8x EV/EBITDA (forward). If this continues, I will accumulate more over the coming days. Even if Search d8.6×135k79748165
52Aug 16, '24I will repeat what I said already, but everyone in the LLM space fears $META right now, even OpenAI. $META's GenAI unit had 7 people on Jan 2023. By the end of 2023, that number ju8.6×135k62172204
53Dec 9, '24I have opened a position in $GOOGL again. As per my last article, the Search disruption risk seems well-priced in the current valuation. GCP is in a great position given $GOOGL's s8.6×134k72341150
54Jul 30, '25$META implying a +$100B CapEx for 2026. But the good news for investors is that they showed what AI already does to their bottom line! (36% YoY growth) Yes, the semi cycle is still8.4×132k72654103
55Aug 6, '24Some really valuable insights from a Data Center Expert on how AI data centers ( $AMZN, $MSFT, $GOOGL, $META, $ORCL) : 1. For cooling, air is 17x less effective in removing heat th8.2×129k719115761
56Oct 19, '25OpenAI still has a big majority of GenAI Traffic market share, but $GOOGL's Gemini has taken significant market share over the last few months, growing from the 5% range to 12.9% t8.2×129k932103197
57Nov 7, '25Just bought some $META. As most of you know, I have been reducing my $META position in the weeks before $META's earnings, as I was worried about the CapEx bomb that I expected Zuck8.0×126k65530177
58Aug 4, '25Some great insights from an $MSFT employee working at Azure on the use of $NVDA or $AMD in inference (CUDA, networking, etc.) : 1. He mentioned that $NVDA is 2x the performance per7.9×125k770117526
59Sep 26, '25$GOOGL is in a unique infra position that will benefit them greatly. On the BG2 pod, $NVDA's Jensen from the ASICs put $GOOGL's TPU in another category: "Show respect where respect7.9×123k70544242
60Sep 15, '25$GOOGL has grown into my top 3 portfolio positions. It is one of the rare companies that I have not trimmed or am not thinking of trimming, as the valuation is not stretched at 25x7.8×122k77659210
61Jun 26, '25Added to $GOOGL today. Yes, traditional Search will be disrupted, but $GOOGL has other assets that are becoming increasingly more attractive. 1. GCP with its TPUs might become uniq7.6×120k66964248
62Sep 26, '25At this point, $GOOGL should not be trading at a lower multiple than the other AI Big Tech peers: 1. Search is a FCF machine that is feeding the AI business, and $GOOGL is fully le7.6×119k97474325
63Oct 13, '25An interview with a former OpenAI employee that came over the weekend, confirming my hunch, which I already wrote about in the article last week, that the biggest friction between 7.5×118k68770449
64Mar 31, '25Some really insightful comments from an interview with a Former $NVDA engineer, specifically on HBM: 1. He hints that $NVDA is also now on the inference side, starting to tailor GP7.2×114k59390462
65Nov 15, '25As $GOOGL is one of my biggest positions, the fact that "Buffet" is now an investor as well is, of course, good news (although it was probably more of a Greg Abel call at this poin7.0×110k1.1k59161
66Feb 3, '25An interesting interview with a Former $AMD employee on $NVDA, $AMD, ASICs, and the DeepSeek ramifications: 1. He thinks the gap between $NVDA and $AMD is constant. The problem for6.8×106k708119534
67Nov 29, '24$META plans to build a $10B subsea cable spanning across the world. Some people still don’t get it. $META is not a social media company. Never doubt Zuck’s ability to see where the6.4×101k5813073
68Oct 30, '25$AAPL growing 8% and trading at a 40x P/E will never feel normal to me. I guess I am the outlier.6.3×98k8312329
69Aug 21, '25$GOOGL just announced that the median Gemini text prompt uses 0.24 watt-hours of energy & has dropped by 33x from May 2024 to May 2025. AI infra efficiency and the ability to s6.2×98k1.2k103206
70Nov 13, '25$GOOGL Gemini continues to gain market share, now at 13.7% up from 12.9% a month ago and this is even before we got Gemini 3.0. (which will come out before end of year).6.2×98k1.3k115162
71Sep 20, '25Haven’t seen this much YTD portfolio posts since 2021.6.0×95k9602443
72Oct 29, '25$GOOGL earnings are out: - Revenue $102.35B up 16% YoY (estimates $99.89B) - Net income up 33%, EPS increased 35% YoY to $2.87 - $GOOGL Cloud $15.2B up 34% YoY - 2025 CapEx guide t5.6×88k8074381
73Jul 29, '24Nobody wants to admit it publicly, but privately, everyone in the AI/LLM space fears $META as their competitor. $META in the AI race has the data, the compute, the talent, the dist5.6×87k661103138
74Aug 6, '25I added to $AMD on this drop as the quarter was much better than the headline numbers suggest. Here is what you need to know about the quarter. Investors obsessed over a 12% sequen5.4×84k62176328
75Sep 27, '24$AMZN's ad business is already making over $51B revenue annually. It is bigger than $GOOGL's YT ad revenue and 35% of $META's revenue. It is also growing fast with 8 years CAGR at 5.2×82k816115219
76Sep 11, '25In case you missed it, on a GS Conference the CEO of $GOOGL Cloud just shared a big stat: - $GOOGL Cloud saw a 28% QoQ growth in new customers. Given the size of GCP already, this 5.1×80k1.1k75152
77Sep 5, '24Investors will be shocked when $AMZN ‘s AWS reaccelerates to +25% top line growth while being a +$100B business.5.0×78k61510139
78Oct 29, '25$GOOGL TPUs are sold out! 7 and 6-year-old TPUs have 100% utilization rates right now from $GOOGL's VP and GM of AI and Infrastructure.4.9×76k82669164
79Aug 27, '25$NVDA Jensen just hinted at possible 50% revenue CAGR for the next few years, market estimates no where near there.4.1×65k6995560
80Sep 25, '24Damn. $META Orion AR smartglasses are CRAZY. No cable, light weight, normal looking glasses, wristbase neural interface, custom $META silicon. This is what investing in innovation 3.8×60k6933243
81Jan 30, '25$META is really the only Big Tech company that "got fit" and addressed the bloated cost structure caused by the pandemic. Zuck's execution is something to behold:3.6×57k85172116
82Oct 16, '25$GOOGL is the only frontier LLM provider that has the full stack already in place & working (distribution, AI model, data, own cloud, TPUs). If $GOOGL wins the consumer LLM rac3.6×57k7835497
83Jan 29, '25$META a damn money printer with 48% operating margin. 👀3.5×55k7714928
84Jul 30, '25$META just increased net income by 36% YoY to $18.3B. The market about to realize just how big AI is for $META and its core business.3.5×55k6644037
85Feb 1, '24$META earnings are out: - Revenue $40.1B (estimates $39.17B) - EPS $5.33 (estimates $4.96) - Net income $14B -Guidance $34.5B-$37B vs estimates $33.8B First ever dividend of $0.5 p3.5×55k6005231
86Jul 30, '25$META earnings are out. Revenue $47.25B up 22% YoY Operating income $20.44% up 38% YoY Operating margin expanded to 43% 👀 DAP 3.48B up 6% YoY Capex $66-$72B Big.3.4×53k7152936
87Jul 2, '25In the last 10 years, $AMZN fulfilment has 22x the number of packages handled per employee, while the number of employees per facility has gone down. With AI, humanoids & more 3.2×50k60974153
88Jul 23, '25$GOOGL earnings are out: - Revenue $96.43B (est $93.94B) up 14% YoY - EPS $2.31 (est $2.18) up 22% YoY - Google Cloud rev $13.62B (est $13.14B) up 32% YoY. Cloud ARR +$50B annually3.0×48k6505245
89Aug 22, '25$GOOGL showing great execution on its AI product in the last 6 months and is now striking big partnerships. $10B deal for $META to use GCP + now $AAPL exploring the use of $GOOGL G2.9×45k8486159
90Sep 22, '25It has been more than a week now, and $GOOGL's Gemini is still number 1 on the U.S. iOS download chart. I am impressed with $GOOGL not only on their AI performance but also now on 2.8×45k6042534
91Aug 7, '24It is pretty astonishing how OpenAI has lost momentum to competitors (Anthropic, LLama, etc). While just 8 months ago, that was not the case at all. Looking at +1 year, I think it 2.7×42k2831735
92Apr 23, '22I have nothing against shorting a stock. Although I would not be short $TSLA because of Elon. But how can you ask the CEO of a company you are shorting to come and join you (aka pu2.4×01.7k848
93Sep 2, '25$GOOGL will not have to sell Chrome. Big news as the browser will be an important part of the AI agent experience IMO.2.4×38k6813419
94Sep 30, '25$GOOGL's Gemini continues to be on the top of the iOS download charts above ChatGPT. And this is not only in the U.S., it is now also in the UK, Canada, Germany, France, Italy, Spa2.1×34k6122843
95Nov 27, '21Every decade something special emerges that is about to change the world. And this is it for me - The Metaverse. The assets that interest me in the space as an investor. 👇👇👇 $FB2.1×0729171316
96Aug 31, '21I have been researching NFT's the last few days. There is a lot of hype but some projects are here to stay. The most important thing is that you like what you own. And with that, I1.7×05782177
97Nov 26, '21Tomorrow my article on the Metaverse is dropping! The picture is a small teaser. Talking about interesting assets from an investor standpoint: $FB, $U, $NVDA, $AMD, $COIN, $ETH, $E1.4×0606123141
98Oct 31, '22$META reported on their earnings call: - Reels taking time from TikTok and grew +50% vs 6 months ago - WhatsApp fastest growing region is the US right now - WhatsApp click-to-messa1.3×07247387
99Apr 25, '22What would you rather own for the next 5 years? $GOOG at 20x P/E or $KO at 29x P/E It's a no-brainer for me. The market is not always rational. Ignore the short term and focus on t1.1×06364122
100Apr 22, '22$DIS stock is lower than what it was before Disney announced Disney+.1.0×0661357

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