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SPLASHDOWN AND TOTAL SUCCESS — Starship’s V2 era ends with a success, splashing down on-target in the Indian Ocean, setting up SpaceX for V3 flights from Pad 2 at Starbase in the coming months. Congrats, SpaceX team!
Oh in case you were wondering $INTC $AVGO.. show them Lisan.. show them
$AMD
Since this graphic was created, $ORCL is looking to raise another $18 billion in debt. $CRWV has a D/E ratio of 381% and unlike mature tech companies, it is on a doom loop of raising debt in order to cover operating losses. $NVDA has a ton of debt, but they have hidden $45.8…
“I will tell you one thing: Elon Musk is the greatest person on the planet right now.” Sandy Munro
Working at SpaceX has taught me that caffeine limits are imaginary
The quality of AMD software now is totally different from when we started deeply using summer 2024. In 2024, we were running into many ROCm specific bugs. Today, the frequency in running ROCm bugs is orders of magnitude lower. AMD hardware is pretty good & the software is…
We are going to start hearing more of these news around semiconductors and national security… $INTC is the best national security play for anyone who believes in the west’s power and technological superiority.
BREAKING: The Dutch government invokes emergency measures to take control of the Chinese-owned semiconductor manufacturer Nexperia, and has removed their Chinese CEO - FT
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-…
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