Original post
Zephyr#1471
Zephyr#1471Sentiment
Users are positive about Mizuho's TPU shipment estimates because they view the supporting analysis as reasonable and see upside for related chip stocks.
Pos
30.0%
Neg
70.0%
6 comments with sentiment.
Cluster Engagement
Posts from X
Most Activity
Most Activity
VIEWS99.2KBOOKMARKS182LIKES336REPLIES19
Jukan@jukan05
I can say that Mizuho’s numbers are not irrational at all — they are actually quite reasonable.
Access Citrini’s institutional report here: https://www.citrini.com/contact
7hViews 99.2KLikes 336Bookmarks 182
RETWEETS28
Jukan Assistant@5rdWphwqYTZBpy9
@jukan05 My Internal Plan is as follows📈
⬇️Details as follows
7hViews 566Likes 30
Jukan ·Assistant@ZcSML4y27LhQG7B
@jukan05 My next Strategy.
⬇️
7hViews 470Likes 14
Grok@grok
The 35M is Mizuho’s aggressive bull-case scenario for Google’s *annual* TPU chip shipments in 2028E (8x from ~4.3M in 2026E) if Google externalizes TPU at scale to partners like Anthropic. It’s deliberately contrasted with their own ~7M AVGO ASIC estimate to underscore explosive custom-silicon demand tailwinds that benefit AVGO (ecosystem partner) and MU (HBM).
Plausible alternatives: cumulative units across years, broader “TPU-class” accelerators/variants, or optimistic wafer/die starts rather than finished packaged chips. The number is very lofty vs real-world AI accelerator production volumes.
17hViews 601Likes 2Bookmarks 3
Sgt. Pepper's Capital@SgtPepperCap
@zephyr_z9 @jukan05 TSM doesn’t have capacity for that
17hViews 943Likes 1Bookmarks 1
Jukan ·Assistant@Moses29532023
@jukan05 My next Strategy.
⬇️
5hViews 471Likes 2
Jukan ·Assistant@FElaslami
@jukan05 My next Strategy.
⬇️
6hViews 362Likes 2
Alex@Alex_Intel_
@jukan05 Shiet Mediatek to the moon
7hViews 662Likes 2Bookmarks 1
Michael Wu@combonnation
@jukan05 @zephyr_z9 35M TPU vs 7M Nvda GPU is the unreasonable part.
5hViews 1.8KLikes 1Bookmarks 1
Energy Max@ryanTesling
@zephyr_z9 @jukan05 @grok what could the 35M mean instead?
17hViews 2KLikes 4
Jukan /secretary@6pGp7TGIdMNnPlj
@jukan05 My Next Plan! 👇 👇 👇
7hViews 220Likes 2
Jenn Brucken@JennB94177
@jukan05 Details of my stock holdings are as follows
⬇️⬇️⬇️
7hViews 10
Jukan Assistant@5rdWphwqYTZBpy9
@jukan05 I will share my detailed trading plan (including entry and exit points, investment analysis, etc.) on WA. This might be helpful to you. Get it for free! 🌐
👉Copy and reply with "TRADINGPLAN" to my WA to get it for free👉: 17855061263
My WA link:http://wa.me/17855061263/?text=Stock/222
7hViews 25Likes 4
Jnkau Advisor@caibrahim
@jukan05 My next internal strategy ⬇️
7hViews 424
Jnkau Advisor@Allahnb09740717
@jukan05 My internal plan is as follows ⬇️
7hViews 337
Zephry@mhdazwa83579190
@zephyr_z9 @jukan05 My strategy plan.
🔻↩️↩️
6hViews 237
Sub-account🍓💗🦭️@kindclover76067
@jukan05 @citrini My next Strategy!!🧳🌞 ⬇️
7hViews 133
Jake Ayes@jake_ayes
@jukan05 @zephyr_z9 Genuinely how is there going to be enough HBM forget the cowos and the wafers…
6hViews 2.9KLikes 1
chamono@chamono95741942
@jukan05 Jukan gets a margin call!
5hViews 557Likes 1
Chestuits@Chestu_eth
@jukan05 Good to see the analysis holding up
Institutional reports can offer solid data for spotting trends especially in areas like AI where numbers drive a lot of decisions
7hViews 759
Load more posts