labubu_trader
labubu_trader — trading-focused analyst covering cloud, AI software, and AI infrastructure. Publishes actionable rules of thumb for dip buying, curated watchlists, and analysis on AI accelerator competition.
Past bets that played out
Notable calls: (1) A repeat thesis that Google’s TPU family is the only credible competitor to NVIDIA in AI accelerators, with TPU commercialization cited as a potential catalyst. (2) A practical dip-buying rule: after earnings-driven plunges wait at least until the third trading day; after news-driven plunges wait at least until the second trading day, and require intraday stabilization before buying.
Post argues Google’s TPU is the only credible competitor to NVIDIA in AI accelerators, referencing historical TPU capability (TPUv2 talk) and claiming Google has now begun selling TPUs to external customers—implying a commercialization catalyst and increased competition vs NVIDIA. Mentions a relative gap between Amazon Trainium 3 and Google TPUv7.
Post argues Google’s TPU is the only credible competitor to NVIDIA in AI accelerators, referencing historical TPU capability (TPUv2 talk) and claiming Google has now begun selling TPUs to external customers—implying a commercialization catalyst and increased competition vs NVIDIA. Mentions a relative gap between Amazon Trainium 3 and Google TPUv7.
Post argues Google’s TPU is the only credible competitor to NVIDIA in AI accelerators, referencing historical TPU capability (TPUv2 talk) and claiming Google has now begun selling TPUs to external customers—implying a commercialization catalyst and increased competition vs NVIDIA. Mentions a relative gap between Amazon Trainium 3 and Google TPUv7.
What this channel is watching now
Active focus on AI and cloud-related equities. Top tickers: OPENAI, GOOGL, PLTR, NVDA, AMZN. Mix of thematic sector lists (cloud & AI software), hardware/accelerator competition, and short-form trading discipline.
Latest videos and market context
Recent posts include trade-rule guidance on dip buying, a ranked research list of 14 cloud & AI software names (summary-level), and on-the-record views on TPU vs. GPU competition—suggesting TPU commercialization increases competitive pressure on NVIDIA.
Dip-buying rule of thumb: wait for stabilization after big drops (Feb 20, 2025)
Post lays out a dip-buying rule-of-thumb: after an earnings-driven plunge, wait at least the 3rd day to buy; after a news-driven plunge, wait at least the 2nd day. Core is confirming price stabilization (“止跌”) and that the market has formed a new consensus. Author notes they bought $PLTR in after-hours yesterday and says that was not correct; should instead wait for next-day intraday stabilization confirmation before buying.
Ranked cloud & AI software watchlist (Nov 24, 2024)
Post (Chinese) says the author spent a day researching and listed 14 “cloud & AI software” stocks they think may have investment value over the next year (ranked), but the tickers/names are not shown in the provided text. The author’s macro/sector view: a “cloud resurgence cycle” may be starting now; one explicit reason given is that a Trump government tax cut would leave enterprises with more room to spend on IT. Content is incomplete/truncated (“Show more”), limiting ticker-level actionability.
Argument: Google TPU is the only credible competitor to NVIDIA (Oct 16, 2025)
Post argues Google’s TPU is the only credible competitor to NVIDIA in AI accelerators, referencing historical TPU capability (TPUv2 talk) and claiming Google has now begun selling TPUs to external customers—implying a commercialization catalyst and increased competition vs NVIDIA. Mentions a relative gap between Amazon Trainium 3 and Google TPUv7.
Anecdote from an OpenAI employee: morale and competition (Jan 26, 2025)
Social anecdote (Chinese) about a call with an OpenAI employee complaining the company is a “trash company,” overworked, and “getting crushed by DeepSeek,” but staying to vest stock. No explicit cashtags or public tickers. Mostly sentiment/morale/competition talk; limited tradable implications without additional, verifiable signals.
Proof-backed call history
Active poster on X with a record of short-form research and trade notes. History includes curated watchlists, practical intraday/overnight trade observations, and firsthand-sourced industry color about AI companies and competitors.
Post lays out a dip-buying rule-of-thumb: after an earnings-driven plunge, wait at least the 3rd day to buy; after a news-driven plunge, wait at least the 2nd day. Core is confirming price stabilization (“止跌”) and that the market has formed a new consensus. Author notes they bought $PLTR in after-hours yesterday and says that was not correct; should instead wait for next-day intraday stabilization confirmation before buying.
Post argues Google’s TPU is the only credible competitor to NVIDIA in AI accelerators, referencing historical TPU capability (TPUv2 talk) and claiming Google has now begun selling TPUs to external customers—implying a commercialization catalyst and increased competition vs NVIDIA. Mentions a relative gap between Amazon Trainium 3 and Google TPUv7.
Post argues Google’s TPU is the only credible competitor to NVIDIA in AI accelerators, referencing historical TPU capability (TPUv2 talk) and claiming Google has now begun selling TPUs to external customers—implying a commercialization catalyst and increased competition vs NVIDIA. Mentions a relative gap between Amazon Trainium 3 and Google TPUv7.
Post argues Google’s TPU is the only credible competitor to NVIDIA in AI accelerators, referencing historical TPU capability (TPUv2 talk) and claiming Google has now begun selling TPUs to external customers—implying a commercialization catalyst and increased competition vs NVIDIA. Mentions a relative gap between Amazon Trainium 3 and Google TPUv7.
3X Long Labubu @labubu_trader Jan 26, 2025 笑死，今天和openai的朋友打电话，他说： “垃圾公司千万别来，天天累的吐血，结果现在还被deepseek虐出💩来了” 我问：“那你什么时候离职？... 3X Long Labubu @labubu_trader Jan 26, 2025 笑死，今天和openai的朋友打电话，他说： “垃圾公司千万别来，天天累的吐血，结果现在还被deepseek虐出💩来了” 我问：“那你什么时候离职？” 他说：“啊？等我先拿完股票。。。” 3X Long Labubu @labubu_trader Jan 26, 2025 笑...
About this channel
Writes practical, trade-oriented commentary focused on cloud, AI software, and AI infrastructure. Emphasizes confirmation of price stabilization before entering dip buys and tracks competitive dynamics among cloud providers and accelerator vendors.
@labubu_trader
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Follow @labubu_trader on X for concise trade rules, ranked cloud & AI watchlists, and on-the-ground commentary about AI infrastructure competition.