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China signaled that it would not back down in the face of a 100% tariff threat from President Donald Trump, urging the U.S. to resolve differences through negotiations instead of threats.
He is rethinking about the story again.
Intel’s use case of rare materials is definitely a legal one that China will approve. So no issues for $INTC fab so far. Now that we know the game, should all U.S. fabless chip companies all be thinking about getting an insurance for chip manufacturing?
Will be adding to $INTC on any material pullbacks America, and America’s great companies, needs Intel to work At this point you’re just waiting around for the companies to realize it, or more likely, have their arm twisted to participate
No, it's not a bubble in tech stocks. We are less than 1 standard deviation from the trend. You can see what a bubble looks like in the late 1990's when we exploded out of the decade long log regression channel to be multiple SD's from trend. Nothing to see, move on... 1/
Copying The $8 Billion Fund's Trading Bot (Hudson River Trading)
Microsoft just launched the world’s first large-scale NVIDIA GB300 NVL72 cluster for OpenAI. Built on a rack-scale system, each rack has: → 18 VMs → 72 GPUs + 36 Grace CPUs → 37 TB of fast memory → 130 TB/s NVLink bandwidth → 800 Gb/s per-GPU networking → 1,440 PFLOPS of…
Another first for our AI fleet... a supercomputing cluster of NVIDIA GB300s with 4600+ GPUs and featuring next gen InfiniBand. First of many as we scale to hundreds of thousands of GB300s across our DCs, and rethink every layer of the stack across silicon, systems, and software…
Don’t worry, it’s probably nothing. We’ll just keep relying on TSMC for 90% of our chips while China directly threatens the West’s supply chain and way of life. After all, they’re probably all talk …better to put it all on red than de-risk and start using Intel, the only…
$TSM Could Be Barred From Selling Chips To the U.S. Under China’s Newest ‘Rare Earths’ Export Control Measures, Disrupting the AI Industry $NVDA $AMD wccftech.com/tsmc-could-be-…
🚨BREAKING: A new open-source multi-agent LLM trading framework in Python It's called TradingAgents. Here's what it does (and how to get it for FREE): 🧵
CHINA’S COMMERCE MINISTRY CLARIFIES THAT RARE EARTH EXPORT CONTROLS DO NOT AMOUNT TO AN EXPORT BAN — ELIGIBLE APPLICATIONS WILL CONTINUE TO RECEIVE LICENSES.
Intel has begun mass production of its Core Ultra 3 'Panther Lake' processors built on 18A node at Fab 52 in Arizona, marking the first large-scale deployment of this advanced process ahead of TSMC’s N2. tomshardware.com/pc-components/…
Will be adding to $INTC on any material pullbacks America, and America’s great companies, needs Intel to work At this point you’re just waiting around for the companies to realize it, or more likely, have their arm twisted to participate
Important: Intel 18A-P Mobile Support 18A has been in the news all along, and a *very important* 18A-P news just got buried in the flow. ▶️ LBT said they aren't getting "anymore" new customers for 18A. So, 18A PDK might not be under active development anymore. ▶️ Intel said…
Some people only care 18A Peak performance >10% Vs N3B (Lunar Lake) 1)Actually at Low / Middle frequency (0.65V) same speed (23%) and power reduction (>40%) Vs N3B 2)Panther Lake Power power efficiency and Performance balance design can contend ARM , Apple
Intel 18A vs TSMC N2 Density: Why PowerVia (BSPDN) totally rocks!!! Many media outlets constantly ignore "Cell Utilization". Probably due to lack of understanding. 18A HD density as 186.38 MTr/mm2, but enables +10% *HIGHER* cell utilization due to BSPDN (PowerVia). This…
Today's market in 1 picture
THIS WAS A WELL-PLANNED, COORDINATED DUMP. ANCIENT WHALE OPENING BILLION-DOLLAR SHORT POSITION. TREASURY SECRETARY CALLING TO TAKE ANY MEASURES TO ENSURE MARKET STABILITY. TRUMP ANNOUNCING 100% TARIFFS AFTER US MARKET CLOSE. ALTS DUMPING 60%-70% IN A SINGLE CANDLE. I'M…
In case you didn’t know - the BTC whale closed 90% of his BTC short and fully closed his ETH short, making around $190–$200M profit in just one day on Hyperliquid. The crazy part is that he shorted another 9 figs worth of BTC and ETH minutes before the cascade happened. And this…
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