Viet Phan
I am making micro startups and random youtube videos.
📍 in Prague
🟧⬜️⬜️⬜️⬜️⬜️⬜️⬜️⬜️⬜️$0 of $1K/mo
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Viet Phan
Lattice Semiconductor’s survival is tale of reinvention.
After a 1987 near bankruptcy, company clawed its way back by dominating the low-power FPGA market.
But today, its stock is caught in an uncertainty.
Shrinking revenue, rising R&D costs, and a CEO exodus... https://t.co/yfa4zisRr9
10:22 PM · Mar 27, 2025
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Viet Phan
New Open AI image gen is so unhinged, I can almost feel AGI https://t.co/O1BoWBGBgR
8:32 PM · Mar 26, 2025
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Viet Phan
I am bullish on DRI, and here’s why.
Earnings are strong, guidance is up, and stock’s chart looks solid with up signals forming.
Most importantly, people are still spending on dining...from highend steaks to cheap burgers.
Darden knows how to play both sides. https://t.co/gNffvA6dv1
8:09 PM · Mar 24, 2025
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Viet Phan
I can’t see the world decoupling from AWS/Azure.
Particularly when the next best offer was Google or Oracle.
Think of EU cloud as Oracle but 100x worse.
No CIO gonna do such career suicide. https://t.co/7E72usH80k
4:20 PM · Mar 24, 2025
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Viet Phan
Today seems like a risk ON day.
Many rotations to big tech. https://t.co/o3TVVCVhzt
1:37 PM · Mar 24, 2025
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