Beth Kindig ✓

@Beth_Kindig · Boulder & San Francisco · joined 22 Feb 2012

Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.

182 786Followers

4 976Following

13 007Posts total

1.3MViews on collected posts

Posts recentes

Beth Kindig ✓@Beth_Kindig21 h

CoreWeave $CRWV announced that it has brought a multi-rack $NVDA Vera Rubin NVL72 cluster online, spanning hundreds of Rubin GPUs in a scale-out cluster. 8.6K views · 68 likes · 11 reposts · 7 replies Open on X →

Beth Kindig ✓@Beth_Kindig23 h

SK Hynix $SKHY is said to be in talks with Intel $INTC over a deal to manufacture memory chips in the US for the first time, either via a JV structure or leasing part of Intel’s Ohio facility, per Reuters. $MU 11.8K views · 152 likes · 18 reposts · 6 replies Open on X →

Beth Kindig ✓@Beth_Kindig17 Sep

Meta $META said the two chips are expected to be its ‘workhorses’ for general-purpose inference, while future generations will target improved speed and throughput. $AVGO $NVDA $AMD 12.7K views · 37 likes · 3 reposts · 3 replies Open on X →

Beth Kindig ✓@Beth_Kindig17 Sep

The HBM market is expected to grow 25X in four years, from $4B in 2023 to $100B in 2027. Meanwhile, it’s hotly debated whether memory has topped or will continue to lead the market. This week, my free analysis tackles one of the highest-stakes questions in the AI trade. Link 18.8K views · 95 likes · 14 reposts · 5 replies Open on X →

Beth Kindig ✓@Beth_Kindig17 Sep

@Beth_Kindig This is bigger than just another custom chip launch. 👀 Meta is moving toward deploying its own AI accelerators at scale, with a clear focus on better performance per watt and per dollar. If Arke and Astrid deliver, this could meaningfully change the economics of AI 27 views · 1 likes · 0 reposts · 0 replies Open on X →

Beth Kindig ✓@Beth_Kindig17 Sep

@Beth_Kindig This has given my confidence a thoughtful little lift. 78 views · 1 likes · 0 reposts · 0 replies Open on X →

Beth Kindig ✓@Beth_Kindig17 Sep

@Beth_Kindig Meta building more in-house AI silicon is a major shift to watch. The impact on AVGO and NVDA could be interesting, and you and @reynosismo_ are two of my favorite accounts to follow 144 views · 1 likes · 0 reposts · 0 replies Open on X →

Beth Kindig ✓@Beth_Kindig17 Sep

Meta $META is preparing to deploy its MTIA 450 accelerator, codenamed Arke, into data centers in the first half of 2027, while the MTIA 500, codenamed Astrid, is expected to begin deployments by the end of 2027, per Bloomberg. $AVGO $NVDA 22.8K views · 103 likes · 13 reposts · 12 replies Open on X →

Beth Kindig ✓@Beth_Kindig19 Jun 2023

@Beth_Kindig Look at the footnote. Why are you starting the I/O calculations in May at the *bottom* of the Covid crash? Why not start at January like everyone else? 5.2K views · 30 likes · 0 reposts · 12 replies Open on X →

Beth Kindig ✓@Beth_Kindig18 May 2023

@Beth_Kindig Honestly, your commentary speaks for itself. When you boast publicly about your returns you look like every schmuck saying "Sign up for my newsletter" because I did well last week. Better to keep your cards breasted, and wait to show off until when you are asked. 6K views · 29 likes · 0 reposts · 10 replies Open on X →

Beth Kindig ✓@Beth_Kindig17 May 2023

@Beth_Kindig You have to manage actual money first. On paper isn’t the same because of a whole host of factors not the least of which is investors and sizing. 13.3K views · 36 likes · 0 reposts · 16 replies Open on X →

Beth Kindig ✓@Beth_Kindig17 May 2023

Is there room for one more in the Old Boys' Club? Stanley Druckenmiller: 4.61% Ray Dalio: 6.91% Bill Ackman: 9.44% I/O Fund: 15.50% https://t.co/guSG4kSQ3G

1.2M views · 2.1K likes · 242 reposts · 195 replies Open on X →

Em comparação com contas do mesmo porte

8 posts dos últimos 90 dias, ao lado da faixa de 100K–1M seguidores. aparece para mais gente do que contas do mesmo porte.

Mediana de visualizações10 200esta conta6 050mediana para 100K–1M

Alcance, %5.58%esta conta1.61%mediana para 100K–1M

Engajamento, %0.85%esta conta1.01%mediana para 100K–1M

Métrica	Esta conta	Mediana para 100K–1M	Proporção
Mediana de visualizações por post	10 200	6 050	1.69×
Alcance (visualizações ÷ seguidores)	5.58%	1.61%	3.47×
Taxa de engajamento	0.85%	1.01%	0.84×

Outras contas desta faixa → Comparar com outra conta → Como estas referências são construídas →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

1.2M17 May

13.3K

6K18 May

5.2K19 Jun

22.8K17 Sep

144

18.8K

12.7K

11.8K

8.6K

Last 12 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.22%17 May

0.39%

0.65%18 May

0.80%19 Jun

0.57%17 Sep

0.69%

1.28%

3.70%

0.62%

0.34%

1.49%

1.01%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 1.01%.

What the audience does

Likes74.3%2 675 in total

Reposts8.4%301 in total

Replies7.4%266 in total

Quotes1.3%48 in total

Bookmarks8.6%310 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Posts recentes

Em comparação com contas do mesmo porte

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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