JP Insights ✓
@jpinsights · joined 22 Sep 2016
I write about the boring stuff behind AI. Longer analysis available on my Substack. NFA
36 386Followers
310Following
5 399Posts total
147KViews on collected posts
Последние посты
Ищем новые посты…
Thought I was getting a good deal buying the “dip” in $AVGO at $390.
Broadcom keeps falling while the business gives me more reasons to own it. The opportunity in custom AI chips looks larger than I previously assumed, and customers developing their own silicon is exactly what h
18.8K views · 212 likes
· 9 reposts · 35 replies
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$CRDO just launched its new 1.6T ZeroFlap optical products.
Another step in Credo's move deeper into optical connectivity, which is becoming a much bigger part of the company than it was even a year ago.
Management expects more than $600M in optical revenue this fiscal year, ht
9.2K views · 132 likes
· 11 reposts · 4 replies
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$FLEX officially named its upcoming Cloud and Power Infrastructure spin-off Axiom Solutions International, ticker $AXM.
The separation is still targeted for Q1 2027.
I have written about Flex before and I think this is the part of the company that deserves a much closer look.
6.8K views · 21 likes
· 0 reposts · 1 replies
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$VRT CEO Giordano Albertazzi pushed back on the idea that slowing frontier AI development would slow the infrastructure buildout.
His point is simple. There is still a huge amount of adoption left for what already exists today, while compute demand continues to run ahead of http
6.4K views · 53 likes
· 2 reposts · 5 replies
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@jpinsights I believe that true market professionals generate most of their wealth from their own compounding returns in their personal trading accounts rather than relying on monthly subscription fees. But many are constantly promoting themselves and posting fake trades just t
62 views · 1 likes
· 0 reposts · 1 replies
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@jpinsights 800V DC&full-stack cooling build $VRT moat. As rack density spikes with Blackwell/Rubin, hyperscalers need integrated thermal tech. Moving to system architecture locks in high-margin service revenue. 29x PE for this AI bottleneck looks cheap.
127 views · 1 likes
· 0 reposts · 0 replies
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@jpinsights Excellent reading. Thank you. Confirms my gutfeel that it could be the steady growth with limited risks in the AI trade.
309 views · 1 likes
· 0 reposts · 1 replies
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@jpinsights $145-155 is where it goes if we are in fact on the other side of the investing psychology hill, somewhere in the “denial”/ “return to normal” phase. Next comes capitulation. That’s when u get all risk assets puking and the $VIX at 50+, along wirh CNBC running their
1.3K views · 5 likes
· 0 reposts · 2 replies
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@jpinsights I’m taking the under. What we putting on it?
1K views · 4 likes
· 0 reposts · 2 replies
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I decided to publish my latest Substack piece here on X Articles as well.
I go through why I believe Vertiv $VRT could relatively comfortably double from here over the next two years.
I lay out the math behind that view, share my thoughts on the latest report, and take a closer
46.2K views · 102 likes
· 6 reposts · 6 replies
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На фоне аккаунтов своего размера
12 постов за последние 90 дней рядом с диапазоном 10K–100K подписчиков. показывается широко, но откликается мало кто.
Медианные просмотры3 824этот аккаунт991медиана для 10K–100K
Охват, %10.51%этот аккаунт3.66%медиана для 10K–100K
Вовлечённость, %0.72%этот аккаунт1.61%медиана для 10K–100K
| Показатель | Этот аккаунт | Медиана для 10K–100K | Отношение |
|---|---|---|---|
| Медианные просмотры на пост | 3 824 | 991 | 3.86× |
| Охват (просмотры ÷ подписчики) | 10.51% | 3.66% | 2.87× |
| Вовлечённость | 0.72% | 1.61% | 0.44× |
Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →
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
56.7K1 Aug
46.2K
1K
1.3K
309
119
1272 Aug
6212 Sep
6.4K15 Sep
6.8K
9.2K
18.8K
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
0.08%1 Aug
0.25%
0.58%
0.55%
0.65%
0.84%
0.79%2 Aug
3.23%12 Sep
0.94%15 Sep
0.34%
1.61%
1.39%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.61%.
What the audience does
Likes64.5%566 in total
Reposts3.5%31 in total
Replies7.1%62 in total
Quotes1.0%9 in total
Bookmarks23.9%210 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.
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