Jeff Pu

Semiconductor and hardware research analyst known for AI accelerator and supply-chain forecasts.

Predictions & track record (2)

• Awaiting grading Nvidia halves Vera rack memory a second time, from 96GB to 64GBBy the end of Q1 2027, check TrendForce, DigiTimes and similar supply-chain outlets for whether the Vera CPU's SOCAMM2 spec is confirmed at 64GB or revised upward as more supply becomes available.
• Awaiting grading Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI'sTrack whether AMD officially confirms Anthropic as a gigawatt-scale customer and whether the stock approaches the $640 price target over the following months.

3 related posts

• Watch Nvidia halves Vera rack memory a second time, from 96GB to 64GB Jukan (@jukan05) · 2026-08-06
• Bull AMD's Market Forecast Got Raised to $1.4 Trillion. The Number Traces Back to AMD's Own CEO Jukan (@jukan05) · 2026-07-24
• Bull Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI's Jukan (@jukan05) · 2026-07-21