🔥Telegram İfşa

Robotics Public Ecosystem ---------------------- CHIPS — GPUS & EDGE AI COMPUTE NVIDIA — US — NVDA Qualcomm — US — QCOM Intel — US — INTC Advanced Micro Devices — US — AMD Ambarella — US — AMBA CHIPS — ANALOG, POWER & MCUS Texas Instruments — US — TXN Analog Devices — US — ADI

The public ecosystem of PE/BDC/private credit, given the volatility and chatter in the sector. I am more an interested observer than an active participant. ------------------ ALTERNATIVE ASSET MANAGERS (GPs) • Blackstone Inc. — BX • KKR & Co. Inc. — KKR • Apollo Global

TheValueist This is actually a very impressive list, well done. Most folks that attempt to map the physical AI landscape focus on the same large companies that sell robotic arms or chips. In reality most of the content of a robot are the boring mechanical parts like motors, bearings,

Outstanding race in Mexico City today. Worth a watch. youtu.be/hTqxfkWRimk?si…

Memory is a real content driver in robotics, but it splits into 2 distinct pools. On‑robot “edge” memory determines real‑time perception and control performance; off‑robot training, simulation and fleet analytics are datacenter‑centric, dominated by HBM. For the next 3–5 years,

Bottom line for positioning: Dr. Lee’s read is broadly consistent with what we are seeing across primary and secondary sources. SK hynix remains the clear lead into initial HBM4 ramps at Nvidia; Samsung is closing the gap but is unlikely to reclaim anything close to 30% share at

Critical minerals pre not looking so critical post-China deal.

$METC (Bloomberg) -- Ramaco Resources announced that its Board has approved the pursuit of a groundbreaking initiative to establish a national strategic stockpile of rare earth elements and critical minerals at its Brook Mine facility in Wyoming. •The Strategic Critical Minerals

$ARLP Alliance Resource Partners (ARLP) delivered a cleaner Q3 than the market expected and tightened 2025 guidance in a way that reinforces a stable “harvest-and-deleverage” story with embedded call options on tighter power markets. Q3 revenue was $571.4M, adjusted EBITDA was

Today, we’re announcing ZT Systems’ US-based manufacturing team has found a new home with Sanmina Corp. Through this divestiture, AMD and the world-class ZT Systems design team will partner closely with Sanmina to build advanced rack and cluster-level AI systems. Building on

88% of Google Sheets users say AI makes them feel more confident analyzing data. Now Gemini goes further, handling complex, multistep tasks from a single prompt so you can focus on insights, not cleanup. 👉 goo.gle/3J4TZBU

$METC The short report makes 3 core claims: that METC’s Brook Mine is being presented as a functioning mine when physical activity has been minimal, that the project’s economics hinge on aggressive price and market-size assumptions for scandium (and to a lesser extent gallium and

The best reason to follow The Wall Street Journal is to quickly read the front page as laid out.

The key earnings releases I most focused on over the next two days.

RE/mortgages/insurance are massive opportunities for LLMs to penetrate and generate efficiencies. $RKT

$QCOM $NVDA $AMD Qualcomm is formally entering the data center AI silicon market with 2 inference‑optimized product lines, AI200 and AI250, delivered as accelerator cards and full liquid‑cooled racks. The company is emphasizing memory capacity, power efficiency, and total cost of

The TheValueist Factor Basket Report as of 10:24 am on 10/27/25. Executive Summary: The opening tone is risk‑on but with a notable rotation back toward megacap growth leadership and away from the broad squeeze dynamic that dominated 10/23–10/24. “Quality over speculation”

The fact that Qualcomm is 20% up on the news of AI200 and AI250, without any mention of software or a CUDA counterpart tells a lot about how much the market understands AI Infrastructure. What's more depressing are the old media headlines like "Qualcomm enters the AI server

We’re expanding Claude for Financial Services, with an Excel add-in, new connectors to real-time data and market analytics, and pre-built Agent Skills, including cash flow models and initiating coverage reports.

Incredible incredible list put together for the Robotics supply chain. One company I would note to add would be $ALNT.