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carmen li

T2 · manager / operator

Former head of strategic alliances and enterprise data at Bloomberg, now building independent GPU compute benchmarks and partnering with CME on futures.

4 calls·2 names·100% bull·last heard last month·Bloomberg Tech
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
1sthigh conviction
$SILICON-DATASilicon Data

Silicon Data Launches GPU Futures with CME to Hedge Compute Price Volatility

Silicon Data is becoming the independent referee for AI compute pricing, partnering with CME Group to launch GPU futures on October 5, enabling neoclouds and compute consumers to hedge price volatility; proprietary data shows GPU prices stable after 20% rise, with older chips retaining residual value.

Bloomberg Tech2026-08episode →
2ndmedium conviction
$CMECME Group

CME to launch GPU futures settled against Silicon Data benchmarks on October 5

CME Group is launching GPU futures contracts on October 5 using Silicon Data's benchmarks, creating a risk management layer for neoclouds and compute consumers to hedge price volatility without physical delivery.

Bloomberg Tech2026-08episode →

most discussed · click a bar to filter

  • $SILICON-DATA
  • $CME

recurring themes

  • AI Hardware & Chip Architecture1
4 total
$SILICON-DATA
Silicon Data
MEDcarmen li·Bloomberg Tech·last month·CoreWeave, Supermicro Lead Tech Stocks Higher on Results | Bloomberg Tech 8/12/2026
Silicon Data raises Series A to become independent referee for AI compute benchmarks
Silicon Data aims to be the independent referee for compute pricing, developing indices for chips, tokens, and LLM models, with CME planning GPU futures settled against their benchmarks.
"Our goal becomes the independent referee for the whole compute. As the independent referee we keep developing indices as more chips, tokens, and LLM models come online... The CME…"
24:57
$CME
···
CME Group
MEDcarmen li·Bloomberg Tech·last month·CoreWeave, Supermicro Lead Tech Stocks Higher on Results | Bloomberg Tech 8/12/2026
CME to launch GPU futures settled against Silicon Data benchmarks on October 5
CME Group is launching GPU futures contracts on October 5 using Silicon Data's benchmarks, creating a risk management layer for neoclouds and compute consumers to hedge price volatility without physical delivery.
"THE BIG THING TO COME, IS CME PLANNING GPU FEATURES SETTLED AGAINST YOUR BENCHMARK? WHAT IS THE PROGRESS THERE? WHAT EXACTLY IS GOING TO BE TRADED?... THE PLANS DATE IS OCTOBER FI…"
27:00
$SILICON-DATA
Silicon Data
MEDcarmen li·Bloomberg Tech·last month·CoreWeave, Supermicro Lead Tech Stocks Higher on Results | Bloomberg Tech 8/12/2026
Silicon Data launches GPU benchmarks and CME futures to hedge compute price risk
Silicon Data is building independent compute benchmarks and partnering with CME to launch GPU futures (Oct 5) enabling neoclouds and compute consumers to hedge price volatility, while data shows older chips like A100s retain economic value through residual cash flows.
"THE PLANS DATE IS OCTOBER FIFTH. NEO-CLOUD ON DEMAND INDUSTRIES... FOR YOU TO HEDGE OUT YOU REALLY WANT TO SHORT FUTURES. YOU DO NOT CARE ABOUT PHYSICAL DELIVERY BECAUSE YOU HAVE…"
27:00
$SILICON-DATA
Silicon Data
HIGHcarmen li·Bloomberg Tech·last month·CoreWeave, Supermicro Lead Tech Stocks Higher on Results | Bloomberg Tech 8/12/2026
Silicon Data Launches GPU Futures with CME to Hedge Compute Price Volatility
Silicon Data is becoming the independent referee for AI compute pricing, partnering with CME Group to launch GPU futures on October 5, enabling neoclouds and compute consumers to hedge price volatility; proprietary data shows GPU prices stable after 20% rise, with older chips retaining residual value.
"OUR GOAL BECOMES THE INDEPENDENT REFEREE FOR THE WHOLE COMPUTE... THE PLANS DATE IS OCTOBER FIFTH. NEO-CLOUD ON DEMAND INDUSTRIES... FOR YOU TO HEDGE OUT YOU REALLY WANT TO SHORT…"
24:57
7
AI Hardware & Chip Architecturetailwind
GPU pricing stable with older generations retaining economic value for smaller workloads
GPU prices have been stable for 20 days after a 20% rise; older chips (A100, MI40) maintain residual value for inference and smaller model workflows, suggesting depreciation curves are longer than feared.