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asia

T3 · host / generalist
2 calls·2 names·100% bull·last heard last month·Limitless Podcast
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$BEBloom Energy

Bloom Energy's fuel cells cut data center power lead time from 5 years to 90 days

Bloom's modular solid oxide fuel cells can be deployed on-site in 90 days versus 3-5 years for grid connections or gas turbines, solving the immediate AI data center power bottleneck; Oracle's 2.4 GW deployment and Leopold Aschenbrenner's 12.7% portfolio allocation signal strong early adoption.

Limitless Podcast2026-07→
2ndmedium conviction
$MRVLMarvell Technology

Jensen Huang calls Marvell the next trillion-dollar company for its AI chip power-delivery IP

Marvell's expertise in designing on-chip power distribution networks — critical for delivering the right voltage to each transistor in dense AI accelerators — makes it a required partner for every custom silicon effort (Broadcom, Google, Microsoft, etc.); Jensen's public endorsement and $2B investment drove a 76% stock surge and S&P 500 inclusion.

Limitless Podcast2026-07→

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recurring themes

2 total
$BE
···
Bloom Energy
MEDasia·Limitless Podcast·last month
Bloom Energy's fuel cells cut data center power lead time from 5 years to 90 days
Bloom's modular solid oxide fuel cells can be deployed on-site in 90 days versus 3-5 years for grid connections or gas turbines, solving the immediate AI data center power bottleneck; Oracle's 2.4 GW deployment and Leopold Aschenbrenner's 12.7% portfolio allocation signal strong early adoption.
"Bloom Energy will reduce that down to 90 days. They have a product it's a gas turbine which they can custom build and deliver on site. they kind of like fly it in and they reassem…"
5:50
$MRVL
···
Marvell Technology
MEDasia·Limitless Podcast·last month
Jensen Huang calls Marvell the next trillion-dollar company for its AI chip power-delivery IP
Marvell's expertise in designing on-chip power distribution networks — critical for delivering the right voltage to each transistor in dense AI accelerators — makes it a required partner for every custom silicon effort (Broadcom, Google, Microsoft, etc.); Jensen's public endorsement and $2B investment drove a 76% stock surge and S&P 500 inclusion.
"about 3 weeks ago, there was this very popular um compute conference called Computex which is focus which basically Nvidia GTC 2.0 Jensen was like the the bell of the ball there.…"
18:23