Johan
@jor0s3n
Life, liberty and the pursuit of happiness. - e/acc. - Free speech. - Stocks & Semiconductors. - Author of https://siliconmatter.substack.com 🇺🇲🇸🇪🇮🇱🇺🇦
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Very interesting read: - "$MSFT has built some toolkits to help convert CUDA models to $AMD's ROCm so that you could use it on an $AMD 300x, and they are getting a lot of inquiries about $AMD's path and the 400x and 450X" Burry might be right on Nvidia, but not due to an AI…
Solid earnings from Net Insight today Confident CEO messaging about next 6 months. After current ITU standardization (very important for telcos) I expect time synchronization trials to materialize into orders. Despite +20% today, the stock is where it was just one month ago.
Barclays raises its Aixtron $AIXA TP from EUR12 to EUR20. “We see scope for upside surprises from GaN driven by AI demand that could lead to a material re-rating of the stock” I could've just spilled the beans on what Aixtron was cooking a year ago🤷👇x.com/jor0s3n/status…
Had a chat with Aixtron $AIXA) regarding the news yesterday about Infineon’s 300mm (12”) GaN breakthrough. Aixtron has silently been developing their 300mm GaN MOCVD tool since 2007. It is not until now that they have shared their progress publicly. Currently, they have a few…
$AMD's CoWoS capacity allocation is by some analysts expected to explode in 2027, following a sharp ramp-up next year. I have a hard time believing it will surpass Broadcom's $AVGO, but let's see. If it happens = share price 🚀🚀🚀
Imagine still being enough boomer and uninformed to believe that Trump incited violence and riots on January 6th 2021... What incentives do legacy media journalists have to spread this kind of misinformation? x.com/Breaking911/st…
NEW: The Telegraph reports that an internal whistleblower memo claims the BBC “doctored” Donald Trump’s Jan. 6 speech, making it seem as though he encouraged the Capitol riot.
For those investors still being afraid of Chinese competition in the cutting-edge semiconductor market: 👇👇 "Local governments have beefed up incentives to help Chinese tech giants such as ByteDance, Alibaba and Tencent, which have been hit with higher electricity costs…
Don't forget semi equipment: $ASML $LRCX $KLAC $AMAT Mega-cap AI CapEx: Continuous Upward Revisions - Estimated total 2026 CapEx for the five major AI hyperscalers (AMZN, GOOGL, META, MSFT, ORCL): raised from $314bn at the beginning of 2025 to $458bn at the start of the Q3'25…
Memory shortages are intensifying per DigiTimes: "Samsung delays DDR5 contract pricing to mid-November as spot prices triple Memory shortages are intensifying as major cloud service providers (CSPs) continue expanding capital expenditures, with AI demand increasingly squeezing…
DRAMeXchange on server DRAM pricing $MU "- The October server DRAM fixed price negotiation was centered on 4Q contracts between the three major memory makers and U.S. CSPs. The U.S. CSPs maintained strong demand for 4Q volumes, strengthening the suppliers’ bargaining power. The…
A must watch for $BESI owners Great content @BeuvingJordy x.com/BeuvingJordy/s…
✅ 🎬 📈 👍 ONLINE NOW: Exclusive interview with $BESI CEO Richard Blickman! It was a great pleasure to host BE Semiconductor Industries (#BESI) CEO Richard Blickman, together with @NicoInberg, in our studio at @deaandeelhouder. In our view, this is an absolute must-watch for…
Found this oldie but goldie when checking in some old case folders on the hard drive. Clearly underestimated growth outlook back then, yet a solid buy even on those numbers.
🇦🇷Merval index up over 20% and ARS appreciates 10% against the dollar. Bonds taking off as well, driving risk premiums down. In other words, markets celebrate that socialists are kept from power.
🚨🇦🇷 BREAKING: "VIVA LA LIBERTAD, CARAJO!” MILEI’S PARTY STORMS ARGENTINA IN LANDSLIDE WIN Argentina just went full anarcho-capitalist. President Javier Milei’s La Libertad Avanza party absolutely crushed the competition in the country’s midterm elections. He painted nearly…
🇦🇷 ARGENTINE MIDTERMS: WHAT’S AT STAKE FOR MILEI? Argentina heads to the polls today for midterm elections that may quietly define the second half of Milei’s presidency-and reshape the country’s political future well beyond 2025. While Milei isn’t on the ballot, his project…
President Javier Milei's party, La Libertad Avanza, swept the elections this Sunday in Argentina. Results (91.54% counted 🗳️): 🟣 La Libertad Avanza: 40.84% 🔵 Fuerza Patria: 24.5% 🟢 Prov. Unidas: 5.12% 🔴 FdI: 3.7% portada.com.uy/noticias/inter…
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