$TSM $2 trillion. ~6% move. Called it yesterday. The $INTC and Samsung headline was never bearish. It proved TSMC is maxed out. That is the bull thesis. The manipulation did not work. Understanding TSMC means understanding the IP and the marvel of the fab process. Anyone who

ANTHROPOC x SPACEX x TERRAFAB x $INTC Anthropic partners with SpaceX to “substantially” increase Claude’s compute capacity and usage limits for users. Under the agreement, Anthropic will use all of the compute capacity at SpaceX’s Colossus 1 data center. Looks like Elon is

THE SUPER CYCLE ISN’T COMING — IT’S ALREADY HERE. Most people are still stuck in Phase 1. Smart money is already rotating. Phase 1 (Already ran): Semiconductors — $NVDA $ARM $AMD $AVGO $INTC Then it moved to: Memory — $MU $WDC $STX $SNDK Photonics / Optics — $NOK $LITE $COHR

This CPU:GPU ratio going from 4:1 to 1:1 is literally a made up narrative.

$MU 6x Forward P/E $WDC 32x Forward P/E $AMD 51x Forward P/E $ARM 98x Forward P/E $INTC 110x Forward P/E The market is still calling all of them "cyclicals." If $MU is re-rated to 18x, it would still be ridiculously cheap.

$NVDA CEO: “Inference demand will go up by a billion times.” We are just in the very early innings. Compute demand will likely grow by another 10x over the next decade and current TAM projections for GPU/CPU will look too conservative in hindsight. $AMD $NVDA $INTC $ARM

Agreed high-level directionally, $FLNC compelling at $3B valuation post-earnings after taking a closer look. Very rare to see a US energy player that small get 2 direct Hyperscaler deals... The $5.6B+ backlog derisks the company growth, not including new hyperscalers backlog

$2M+ worth of unusual $INTC put sellers

$AMD will become a multi-trillion dollar company. The AI boom is no longer just about GPUs. In early AI data centers, the CPU-to-GPU ratio was around 1:8. Now it’s moving closer to 1:1 because agentic AI requires dramatically more CPU compute. Lisa Su: “Based on the demand

仔细看这个标普 500 图表 这是 2000 年互联网泡沫崩盘叠加在今天的行情上 这些模式几乎完美匹配 如果这种模式持续，这个反弹将是最后一次退出机会 你相信这种结果吗？

过去两三年时间里，几乎所有人都在讨论 GPU，讨论算力。 在算力的驱动下，以 GPU 为核心的半导体产业链，迎来了跨越经济周期的全盛时期。 然而在过去一年时间里，有一个跟 GPU 一样关键，甚至更稀缺的环节，正在悄悄爆发。 它负责让数据中心成千上万块 GPU，完成高速通信，它就是光互连。

Right before the 2000 dot-com crash, the S&P rallied 12% to reclaim its previous highs... Those who went max long because “the internet is the future” were right, but still lost 50% over the next 2 years. And the crash wasn’t linear. To make sure every last bull stayed in (and

$INTC You know why Intel investors were ahead of the rally / ahead of the narrative shift? Because of mainstream media like Bloomberg, who still think Intel is shipping products from 6 years ago. No due diligence. Just headlines. We are at $110/share, and 99% of the media

BREAKING: $INTC Intel and $AAPL Apple Reach Chip-Making Agreement

Apple 重新找回了 Intel，但这次双方的座次全变了。 华尔街日报披露，Intel 将为 Apple 代工生产设备芯片。 这意味着 Intel 终于拿下了全球最挑剔的甲方，完成了从“卖家”到“代工厂”的身份转型。 以前 Intel 是芯片大脑的设计者，Apple 只能买它的通用处理器。 现在 Apple 是设计师，Intel

💰 2030年最有可能造就百万富翁的10只股票 ⠀ AI · 核能 · 太空 · 稀土 · 光通信——全押上 👇 ⠀ 1️⃣ $IREN · AI算力基础设施 ⠀ 2️⃣ $AMZN · 云计算+AI应用双引擎 ⠀ 3️⃣ $NVDA · AI芯片绝对核心 ⠀ 4️⃣ $AXTI · 光通信核心材料 ⠀ 5️⃣ $RKLB · 商业太空最强复合增长 ⠀ 6️⃣ $MP · 美国稀土唯一龙头 ⠀ 7️⃣

唏嘘一下 INTC当年毛利90%。觉得苹果margin低，且手机没品牌露出，是个垃圾生意，没谈拢 这决定性事件的结果是，苹果找TSMC，Intel输了先进制成。Intel没手机需求，就永远无法justify巨额EUV投入。最后甚至落魄到被AMD用TSMC先进制成压制