[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@zephyr_z9 "1868 19-y/o Irish pick-swinger on Union Pacific pay is XX cents a day whiskey rations and XXX % chance of dynamite facelift boss says lay track like your mothers chasing you with a wooden spoon we do XX miles per day just to flex on those uphill Chinamen in CP every mile = XX XXX acres + 48k gov bonds turns out company is also the contractor (nice) Crdit Mobilier invoices X cost pockets difference builds nothing but yachts for insiders shareholders = Congressmen who voted the subsidies they get caught slap on wrist re-election anyway promontory summit 1869 golden spike driven photo op nation"
X Link @zephyr_z9 2025-09-23T18:49Z 36K followers, 5477 engagements

"Pretty cool Go design ASICs anon"
X Link @zephyr_z9 2025-10-10T14:33Z 36.2K followers, 3203 engagements

"U still not bullish enough anon"
X Link @zephyr_z9 2025-10-13T14:39Z 36.3K followers, 6345 engagements

"WTF did I just read. "OpenAI requiring 900K wpm of DRAM demand by 2029" Buy every WFE supplier and DRAM supplier under the sun Google will require a similar amount and other hyperscalers + Chinese players will require nearly 2M WPM of DRAM If these forecasts hold then DRAM capacity will expand from 2M WPM in 2026 to 6M WPM in 2029-30"
X Link @zephyr_z9 2025-10-02T11:44Z 36.3K followers, 590.3K engagements

"CoreWeave can have $100B deal with OpenAI (best case scenario) "AMD is set to enter in 2026 via a semi-custom MI450-based project" This is something to watch out for We finally have a breakdown of OpenAI's HBM and non HBM (DDR6/DDR5) demand 340K for HBM and 560K for standard DRAM Micron didn't even get a mention LOL Even Nanya was mentioned as key beneficiary 🤣🤣🤣🤣🤣🤣"
X Link @zephyr_z9 2025-10-04T11:27Z 36.3K followers, 44.1K engagements

"🤣🤣🤣🤣🤣🤣🤣 Thiel is watching too much One Piece now"
X Link @zephyr_z9 2025-10-12T12:52Z 36.3K followers, 66.3K engagements

""OpenAI is exploring debt-raising strategies" This will be very interesting Altman has done everything he can to keep OAI's balance sheet clean and debt free"
X Link @zephyr_z9 2025-10-15T04:36Z 36.3K followers, 14.7K engagements

"Nabtesco Corporation (2003) was formed from the merger of NABCO (1925) which specialized in fluid and pneumatic control technology and Teijin Seiki Co. (1944) which specialized in cutting and assembly technology. Nabtesco is the largest manufacturer of precision cycloidal"
X Link @zephyr_z9 2025-05-25T12:43Z 36.3K followers, 11.2K engagements

"Gotta need the Arab money to survive Next up Anthropic raises $100B from CIC China"
X Link @zephyr_z9 2025-10-07T16:04Z 36.2K followers, 8736 engagements

""Going forward from today every year we will get a new product which will be significantly more performant (10x-30x)" What the hell are u talking about"
X Link @zephyr_z9 2025-10-15T15:18Z 36.3K followers, 7453 engagements

"Grid upgrades incoming boys Lots of good picks here"
X Link @zephyr_z9 2025-10-07T05:13Z 36.3K followers, 277.9K engagements

"LOL AMD got finessed the hardest Give away GPUs for free and they likely still won't EPYC or Pensando"
X Link @zephyr_z9 2025-10-13T18:12Z 36.3K followers, 22.9K engagements

"If the AI boom is fake then why are u using ChatGPT to write ur tweets U need to study the supply chain dynamics of the semiconductor industry before writing bullshit"
X Link @zephyr_z9 2025-10-15T19:42Z 36.3K followers, 12.5K engagements

"@DrFrederickChen Trial production started in December 2024 I don't know what the process node of Kirin 9030 is going to be Some say it's 5nm while others say it's 7nm"
X Link @zephyr_z9 2025-10-13T12:29Z 36.2K followers, XXX engagements

"Chinese customers have canceled contracts Read the last earnings call"
X Link @zephyr_z9 2025-10-12T18:51Z 36.3K followers, 14.2K engagements

""Goldman estimates Alibabas current data-center capacity at XX GW with plans to expand to XX GW by 2032 implying about X GW of new capacity per year." Very interesting"
X Link @zephyr_z9 2025-10-13T10:53Z 36.3K followers, 7202 engagements

"Why is Ackman invested in Chipotle and Restaurant Brands International in the era of Ozempic"
X Link @zephyr_z9 2025-10-05T11:48Z 36K followers, 3094 engagements

"The "interesting idea" is pushing credit risk on partners while keeping OAI's balance sheet debt free Honestly a great finesse"
X Link @zephyr_z9 2025-10-15T11:40Z 36.3K followers, 4128 engagements

"The best AI generated video I have ever watched God tier slop"
X Link @zephyr_z9 2025-10-03T11:49Z 35.9K followers, 10K engagements

"The margins on Samsung's HBM4 will be quite poor but taking back the lead is more important "The DRAM used in HBM4 employs Samsungs sixth-generation (1c) 10-nanometer-class process technologyone generation ahead of rivals. The logic die which acts as the brain of HBM4 is fabricated with Samsung Foundrys 4-nanometer process""
X Link @zephyr_z9 2025-10-13T10:36Z 36.3K followers, 6389 engagements

"Let's check in on Nvidia's competitors today AMD - Has to sell XX% of the company for X cent/share to get OpenAI to buy their GPUs - ROCm is still shit Intel - Has to get $5B from Nvidia just to survive and "sell x86 RTX SoCs" now - Intel used to proudly dismiss Nvidia 10-15 years ago Cerebras - Has to withdraw its IPO filings because its wafer-scale chips and finances are shit"
X Link @zephyr_z9 2025-10-06T13:50Z 36.3K followers, 99.5K engagements

"Meta finally cracked VR"
X Link @zephyr_z9 2025-10-13T15:44Z 36.3K followers, 381.6K engagements

"It should be in the 3M-4M range TDP will increase by a lot for ASICs deployed in the 2028-30 period"
X Link @zephyr_z9 2025-10-13T21:50Z 36.3K followers, 18.3K engagements

"Jake Paul is a serious VC now LOL"
X Link @zephyr_z9 2025-10-07T18:42Z 36.2K followers, 7675 engagements

"Is he reading tweets"
X Link @zephyr_z9 2025-10-13T15:30Z 36.3K followers, 22.6K engagements

"Bro they can raise another round Lots of people are willing to give them $50B-$100B"
X Link @zephyr_z9 2025-10-06T18:52Z 35.9K followers, 8376 engagements

"OpenAI gets $100B in AMD stock in return for buying $70B worth of AMD's GPU What's clean and logical about this"
X Link @zephyr_z9 2025-10-06T16:12Z 35.9K followers, 12.5K engagements

"Bruh Insider trading in overdrive mode"
X Link @zephyr_z9 2025-10-13T15:51Z 36.3K followers, 5634 engagements

""we will allow even more like erotica for verified adults." Will Apple and Google allow the ChatGPT app on the App/Play Store"
X Link @zephyr_z9 2025-10-15T20:35Z 36.3K followers, 5536 engagements

"Inference Costs are extremely off GS analysts are smoking crack"
X Link @zephyr_z9 2025-10-06T19:27Z 36.2K followers, 17.3K engagements

"Looks like the stockpiles are not enough (@waldmenschen) Now this could mean a lot of things 1) They believe China won't grant any license to a US defense contractor 2) This is going to be a long fight/negotiation and Trump won't back off"
X Link @zephyr_z9 2025-10-12T05:48Z 36K followers, 12.6K engagements

"@pastaraspberry Nexperia is still headquartered in Netherlands europe can't really freeze the assets of any Chinese-headquartered analog player"
X Link @zephyr_z9 2025-10-12T13:30Z 36.3K followers, XXX engagements

"Yup DRAM and TSMC ramp is pushing them"
X Link @zephyr_z9 2025-10-14T11:36Z 36.3K followers, 18.9K engagements

""If Jarc or The Economist are right about chips useful lives of just 1-2 years it would indeed be quite concerning." This is factually wrong V100 and A100 are still used for lots of workloads"
X Link @zephyr_z9 2025-10-15T13:29Z 36.3K followers, 25.7K engagements

""with Trump threatening XXX% tariffs buying interest may be stimulated impacting the global electric vehicle and semiconductor industries." China won't allow stockpiling Expect them to slow down exports of rare earths in a few days"
X Link @zephyr_z9 2025-10-11T13:50Z 36.2K followers, 11K engagements

"@MarsAutomatic nepomaxxing"
X Link @zephyr_z9 2025-10-12T16:27Z 36.3K followers, 37.2K engagements

"Zhipu will soon enter the frontier (S) rank too Chinese lab tiers S: Deepseek Qwen Bytedance A: Moonshot Zhipu B: Tencent Baidu Minimax Inclusion AI C: Xiaomi Meituan RedNote InternLM"
X Link @zephyr_z9 2025-10-07T05:27Z 36.2K followers, 7035 engagements

"We don't have a LLM powered learning app (not just aimed at students) Good wrapper idea tbh"
X Link @zephyr_z9 2025-10-05T20:26Z 36K followers, 14.9K engagements

"Deepseek V3.1 had a reverse Deepseek moment for the Chinese stock market Chinese semiconductor stocks are up massively due this post:"
X Link @zephyr_z9 2025-08-22T11:53Z 36.3K followers, 32.4K engagements

"Andrew Tulloch "the PyTorch King" is back at Meta He at least got a X Billion Dollar bag"
X Link @zephyr_z9 2025-10-11T18:44Z 36.3K followers, 738.4K engagements

"@GlennLuk Yes It was a bloodbath I couldn't short when Trump tweeted (becuz I was busy tweeting and was focused on my Synopsys puts)"
X Link @zephyr_z9 2025-10-12T21:23Z 36.2K followers, 1011 engagements

""This implies that Samsung Electronics and SK Hynix could add at least $XXX billion annually in advanced DRAM sales through their supply to OpenAI" At least triple this number to $300B if AI does generate that much demand"
X Link @zephyr_z9 2025-10-05T12:43Z 36.2K followers, 19.2K engagements

"OpenAI gets $100B in AMD stock in return for buying $70B worth of AMD's GPU We are reaching Dot Com levels of vendor financing In the Nvidia-OpenAI deal at least Jensen got some equity (which could be worth something if everything doesn't blow up)"
X Link @zephyr_z9 2025-10-06T16:01Z 35.8K followers, 24.3K engagements

"Funding for Colossus X secured"
X Link @zephyr_z9 2025-09-19T17:35Z 36.2K followers, 9328 engagements

"Does China sell a lot of cooking oil to US"
X Link @zephyr_z9 2025-10-14T20:06Z 36.3K followers, 25.1K engagements

"Qualcomm also catching strays"
X Link @zephyr_z9 2025-10-12T09:04Z 36K followers, 4901 engagements

"Tracking unusual option purchases is the fastest way to make money nowadays"
X Link @zephyr_z9 2025-10-06T13:29Z 36.3K followers, 740.1K engagements

"be OpenAI were AGI-maxxing bro trust the plan revenue lol lmao burn cash faster than a Saudi prince in a Monaco casino walk into PIF like salam got a PowerPoint and a prayer Saudis: how many GW you want Sam: yes sign MOU on a napkin written in camel milk ink immediately leak $500B figure to WSJ journalists: is any of this real OpenAI: its real in the sim Oracle hands Larry Ellison another yacht signs $300B cloud deal delivery date: 2027 right after Half-Life X NVIDIA shows up: well invest $100B if you actually build something Jensen whispers: pls buy more H100s I have yacht X to fund sign LOI"
X Link @zephyr_z9 2025-10-06T19:33Z 36.3K followers, 181.7K engagements

"It's bad for AMD's Income statement They are basically giving away $100B so that OpenAI buys $70B worth of GPUs from them But if u are a current shareholder of AMD they ur investment can 5x"
X Link @zephyr_z9 2025-10-06T17:19Z 36.3K followers, 5806 engagements

"Qualcomm trying to corner the "edge" market. As they can't sit on the big boi table I hope they don't fuck Arduino up"
X Link @zephyr_z9 2025-10-07T14:52Z 36.2K followers, 6451 engagements

"@TShirtnJeans2 yeah"
X Link @zephyr_z9 2025-10-12T06:29Z 36K followers, XXX engagements

"Alchip is severely undervalued rn"
X Link @zephyr_z9 2025-10-02T08:26Z 36.2K followers, 9994 engagements

""As a result UBS has raised its 2027 DRAM CAPEX forecasts for both Samsung and SK Hynix." Memory Supercycle is just getting started anon"
X Link @zephyr_z9 2025-10-10T10:54Z 36.2K followers, 4544 engagements

"@waldmenschen @xbtsnow @sichuan_mala @Jukanlosreve @pandawatch88 That's tru Jukan wanted to make money in Chinese stocks and retire by spending it on Real Estate"
X Link @zephyr_z9 2025-10-12T12:33Z 36K followers, XXX engagements

""People are generating much more than we expected" AI video demand isn't priced in at all Memory Supercycle"
X Link @zephyr_z9 2025-10-04T03:23Z 36.2K followers, 10.1K engagements

"be Adobe 40-year-old PDF jockey 2025 stock doing a perfect -XX% swan dive Well pivot to AI says exec on 7-figure retention bonus cant ship a model because legal says every pixel needs a 12-page EULA Midjourney drops v7 makes our Firefly look like MS Paint with a hangover OpenAI drops GPT-Image Google drops nano-banana both free our response: Please login with your Adobe ID install Creative Cloud update XX GB restart then pay $53.99/month users collectively Alt-F4 into orbit watch in horror as ChatGPT/Gemini reads any PDF you give it for free enterprise cancels 10k seats overnight try to"
X Link @zephyr_z9 2025-09-14T21:35Z 36.3K followers, 3.4M engagements

"I think they will use Intel for advanced packaging for their ASICs"
X Link @zephyr_z9 2025-10-07T12:26Z 36.1K followers, 5366 engagements

"Supply unable to keep with demand for the next 4-6 quarters DRAM pricew could rise by more than XX% YoY Memory Supercycle LFG"
X Link @zephyr_z9 2025-10-09T02:09Z 36.2K followers, 8377 engagements

"Steel ✅ Semiconductors ✅ Rare Earth ✅ Now shipbuilding is the only thing left Which stock is going to receive Trump's blessings 🤔🤔🤔"
X Link @zephyr_z9 2025-09-23T21:25Z 36.1K followers, 33.1K engagements

"more restrictions coming this will get ugly"
X Link @zephyr_z9 2025-10-14T04:50Z 36.3K followers, 20K engagements

"Meituan cooked"
X Link @zephyr_z9 2025-09-21T19:12Z 36.3K followers, 8469 engagements

"It was XXX Billion Dollars 💀💀"
X Link @zephyr_z9 2025-10-11T19:06Z 36.3K followers, 654.1K engagements

"this is wrong China purifies less pure quartz to 5N or 4N8 purity and uses that to produce crucibles"
X Link @zephyr_z9 2025-10-10T16:54Z 36.3K followers, 87.6K engagements

"Nah this team is completely separate from Alibaba. They don't Collab with Qwen or Alibaba Ling also has a complete lineup of models at different sizes"
X Link @zephyr_z9 2025-10-08T18:37Z 36K followers, 4193 engagements

""But this sounds like OpenAI is entering the EDA territory the realm of Cadence and Synopsys." No they are not dawg"
X Link @zephyr_z9 2025-10-14T02:38Z 36.3K followers, 14.4K engagements

""Company expects shortages to persist until H1 2027 price increase to be adjusted in one go Nan Ya's four ABF plants' capacity fully booked by NVIDIA" ABF going up"
X Link @zephyr_z9 2025-10-08T08:52Z 36.2K followers, 4463 engagements

"Nope OpenAI is announcing vendor deals now Stargate CoreWeave Oracle etc everything is included here They have signed MoUs for XX GWs of compute The parts not included: renting from Google and Azure"
X Link @zephyr_z9 2025-10-13T15:28Z 36.3K followers, 18.4K engagements

"Biggest news of the month This will fuck up supply chains so hard "Requiring export apps for using its RE in R&D + production of 14nm & below logic chips + 256L+ memory chips when it comes to materials metrology & SMEs.""
X Link @zephyr_z9 2025-10-09T03:10Z 36.2K followers, 31.2K engagements

"I was right again"
X Link @zephyr_z9 2025-10-14T08:38Z 36.3K followers, 11.4K engagements

"@OedoSoldier So who do u think was responsible for this decision Commerce is obviously involved The national security commission was involved too"
X Link @zephyr_z9 2025-10-14T09:32Z 36.3K followers, XXX engagements

"be Germany export gigachad of Europe 2021: "lmao just gonna sip cheap Russian pipe-gas and print cars forever" 2022: Putin speed-runs Special Gasectomy replaces pipeline with X overpriced boat gas because ethics BASF looks at bill Thyssen looks at bill both pack XX bn and ghost to Texas China decides BYD BMW cancels orders like bad Tinder date USA threatens XX % tariff we front-load cars like its Black Friday Q2 orders evaporate faster than Oktoberfest piss global supply chains do friend-shoring we are not the friend demographic_cliff.png Bavaria has XX % job slots empty even the robots"
X Link @zephyr_z9 2025-09-19T12:54Z 36.3K followers, 675.2K engagements

"Very interesting GPT-5 Pro is finally approaching the OG o3 scores for 1/10th the cost They failed to distill the capabilities of the OG o3 into the o3 they released but are succeeding with GPT-5 Pro Though this result could also be due to data contamination"
X Link @zephyr_z9 2025-10-09T17:04Z 36.3K followers, 3335 engagements

""Supposedly GE Healthcare is planning to leave China." Tweeted X months ago"
X Link @zephyr_z9 2025-09-19T11:00Z 36.2K followers, 4032 engagements

"Bro u are directionally correct but ur assumptions and math are wrong"
X Link @zephyr_z9 2025-10-13T14:40Z 36.2K followers, 5112 engagements

"Vendor financing and creative accounting breaking all ceilings"
X Link @zephyr_z9 2025-10-06T15:39Z 36.1K followers, 11.7K engagements

"Vietnam's GDP grew by XXXX% in Q3 Highest since 2011 A big winner of Trump Tariffs and China reshoring"
X Link @zephyr_z9 2025-10-05T18:17Z 36.3K followers, 51.7K engagements

"be Oct 2025 8:02 AM fresh wallet drops 80M USDC shorts BTC username MAGA_Insider_420 Trump tweets XXX% CHINA TARIFF like hes announcing a steak sale chart nosedives faster than Mike Saylors ego at a shaving salon he still screaming buy the dip from his yacht made of margin calls Tom Lee on CNBC: year-end target X bajillion while he is fleeing the country BTC -XX% ETH -XX% SOL -XX% DOGE -XX% crypto degens will to live -XXX% $19.3B liquidated 1.66M traders euthanized XXX accounts deleted harder than Saylors old Excel files single ETH position nuked for 203M Eric Trump behind the short now"
X Link @zephyr_z9 2025-10-11T21:53Z 36.3K followers, 24.2K engagements

"About XX% of the new Nvidia orders for 800G modules are going to Chinas Innolight and Eoptolink and about XX% to US companies like Coherent Lumentum Broadcom Can't even buy the Chinese players"
X Link @zephyr_z9 2025-10-09T01:35Z 36.2K followers, 15.6K engagements

"@doomslide 🤣🤣🤣🤣 Btw some sad news is going to drop for ASML"
X Link @zephyr_z9 2025-10-13T15:16Z 36.2K followers, XXX engagements

"Benioff gave up Will be good for the Salesforce stock price (will jump today)"
X Link @zephyr_z9 2025-10-14T12:19Z 36.3K followers, 5839 engagements

"@menhguin Storage stocks are a bit expensive rn but it will go up a lot next year Optical switches (lumentum & coherent) are up a lot as well but will go up further Meta Google Broadcom Nvidia are good too Amazon's performance depends on AWS AI revenue growth rate"
X Link @zephyr_z9 2025-09-21T22:58Z 36.3K followers, 16.2K engagements

"Huh Altman has repeatedly said ASICs will play a pretty big role Once the XX GW Nvidia deal was announced then guessing the size of the ASIC deal was quite easy I own $AVGO so I love the XX% jump"
X Link @zephyr_z9 2025-10-13T13:55Z 36.2K followers, 10.9K engagements

"OpenAI will probably force them to go for Broadcom"
X Link @zephyr_z9 2025-10-07T05:05Z 36K followers, 6160 engagements

"The main customers of Nabtesco's PGR segment are- Industrial Robots: Fanuc Yaskawa Electric KHI KUKA ABB Robotics Machine Tools: Yamazaki Mazak Okuma DMG Mori Seiki Nabtesco is deeply integrated into the design manufacturing and supply chain processes of its customers"
X Link @zephyr_z9 2025-05-25T12:55Z 36.1K followers, 1065 engagements

"China played "one" of their Trump cards It's also economically inconsequential for China (the global market is $4B) The small size is one of the reasons why they like to use it everytime Both sides still have lots of ammunition left"
X Link @zephyr_z9 2025-10-15T07:44Z 36.3K followers, 21K engagements

"Ex-Chief FX Strategist of @GoldmanSachs was predicting Yuan Devaluation after April tariffs (which never happened)"
X Link @zephyr_z9 2025-10-12T18:57Z 36.2K followers, 14.1K engagements

""xAI plans to apply world models first in the gaming sector. The models could be used to automatically generate interactive 3D environments and potentially be applied to AI systems for robotics." If XAI corners the gaming market by releasing an AI MMORPG then they can easily achieve PMF Great potential"
X Link @zephyr_z9 2025-10-12T12:29Z 36.3K followers, 50.5K engagements

"Now Qualcomm Chinese regulatory authorities are on overdrive"
X Link @zephyr_z9 2025-10-10T09:08Z 36.2K followers, 14.5K engagements

"@GlennLuk Yup He also said that JP Morgan will invest $10B in equity Will likely go to OpenAI"
X Link @zephyr_z9 2025-10-13T16:05Z 36.2K followers, XXX engagements

"@pinkhasov @GoldmanSachs Everyone is getting debased against gold He was specifically talking about Yuan devaluing against USD"
X Link @zephyr_z9 2025-10-12T19:13Z 36.2K followers, XXX engagements

"be Jerome Powell financial tightrope walker inflation finally off X% meth still twitching at XXX% unemployment whispering sup from XXX% congress screaming DO SOMETHING while dumping trillion-dollar pork barrels on my lawn markets pricing five cuts economy still growing like its on pre-workout cut XX bps in Sept feel like a dad letting teen borrow car after DUI Philly Fed chick: tariffs are transitory snip snip Governor Barr: core PCE sticky like frat-house couch touch rates and I cut you dot plot looks like drunk GPS two more cuts then maybe hike idk every data drop sends algos into epileptic"
X Link @zephyr_z9 2025-10-15T15:49Z 36.3K followers, 12.3K engagements

"Wait WHAT They are restricting H100s and B200s "These targeted chips are designed to comply with US export controls while preserving Nvidias market share in China. However the inspections have recently been expanded to cover all advanced semiconductor products to also combat smuggling of high-end chips that breach US export restrictions""
X Link @zephyr_z9 2025-10-10T05:28Z 36.3K followers, 53.8K engagements

"Gemini XXX is killing it with SVGs"
X Link @zephyr_z9 2025-10-05T13:17Z 36.3K followers, 11.5K engagements

"This is certainly my best article yet And I haven't drop this much alpha in quite a while They finally export controlled RE for semiconductors becuz they recently had a big breakthrough (Spoiler Alert: DUVi) Second Part covers Huawei StarMatrix which enables their 500K GPU clusters. Subscribe to Read"
X Link @zephyr_z9 2025-10-09T20:07Z 36.3K followers, 139.7K engagements

"So we got XXX% tariffs and export controls on software (Windows EDA certainly and lots of other stuff) This is getting fun"
X Link @zephyr_z9 2025-10-10T21:08Z 36K followers, 15.7K engagements

"Nope It's because Rare Earth mining and refining have abysmal margins and it's just a $4B industry"
X Link @zephyr_z9 2025-10-14T17:16Z 36.3K followers, 67.5K engagements

"Most machines used are Chinese the mineral is sent to China to produce magnets Lynas has only signed an MoU for magnet production till now "Will the Malaysian government be comfortable allowing Lynas to continue to operate its processing plant in Malaysia There must be some Chinese machines in use.""
X Link @zephyr_z9 2025-10-12T16:19Z 36.3K followers, 7068 engagements

"Altman finessed the whole industry with this deal Altman gets $100B in equity for buying $60B in GPUs Nvidia has raised CoWoS allocation at TSMC by a lot for 2026 (no supply constraints for 2026) This deal will basically pump AMD's stock price to the moon AMD's market cap is nearly $340B rn I think it can easily go up to $1T by the time AMD delivers all the GPUs (final vesting is also near this) 6GW is nearly 2M GPUs @ average price of $30K AMD will generate $60B-$70B in revenue from this ($10B in 2026) They also get an anchor customer who will work with them to improve ROCm and also a buyer"
X Link @zephyr_z9 2025-10-06T14:29Z 36.3K followers, 95.3K engagements

"Nexperia was severely affected by BIS XX% and now their assets are frozen by the Dutch government This is getting spicy"
X Link @zephyr_z9 2025-10-12T09:08Z 36K followers, 13.1K engagements

""Samsung EPS estimates revised up by +6.7% (2025) +9.3% (2026) +18.1% (2027). SK Hynix EPS estimates revised up by +6% (2025) +16% (2026) +26% (2027)." Just looks at these numbers dawg"
X Link @zephyr_z9 2025-10-09T02:06Z 36.2K followers, 4359 engagements

"@gonglei89 @GoldmanSachs Time to grift"
X Link @zephyr_z9 2025-10-12T18:59Z 36.2K followers, XXX engagements

"SMIC's 7nm capacity will be much more than 60K WPM by the end of 2026 They have lined up lots of customers- GPUs (Moore Huawei Cambricon Biren Enflame MetaX) ADAS chip (Nio Li Auto Xpeng BYD Horizon Black Sesame Huawei) CPUs"
X Link @zephyr_z9 2025-09-08T15:42Z 36.2K followers, 9049 engagements

"It WILL be a revenue driver LOL"
X Link @zephyr_z9 2025-10-14T21:14Z 36.3K followers, 6895 engagements

"@Jukanlosreve Am I wrong"
X Link @zephyr_z9 2025-10-13T13:15Z 36.3K followers, 3401 engagements

"Ok I didn't expect this The Twink is doing everything he can to save OpenAI"
X Link @zephyr_z9 2025-10-05T16:28Z 36K followers, 26.6K engagements

"Interesting So that's why the Dutch government took control of the company using a weird justification and fired the CEO"
X Link @zephyr_z9 2025-10-14T10:43Z 36.3K followers, 17.5K engagements

"Yup They want to be like WeChat They need to add a payment processor Uber Doordash Instacart and Amazon"
X Link @zephyr_z9 2025-10-07T10:50Z 36.2K followers, 21.8K engagements

"19-year-old as a Board of Director for TikTok LMAO"
X Link @zephyr_z9 2025-10-12T11:25Z 36.3K followers, 8.5M engagements

"What will happen to Synopsys on Monday"
X Link @zephyr_z9 2025-10-11T06:39Z 36.3K followers, 18.5K engagements

"Those who read this yesterday were well prepared for today"
X Link @zephyr_z9 2025-10-10T17:32Z 36.1K followers, 97K engagements

"China launched its own version of Foreign Direct Product Rule "Products manufactured abroad that contain integrate or mix rare earth materials originating from China where the value of such materials accounts for XXX% or more of the final product""
X Link @zephyr_z9 2025-10-09T01:51Z 36K followers, 10.4K engagements

"BiTcOiN iS DiGiTaL GoLd BrO"
X Link @zephyr_z9 2025-10-11T12:49Z 36K followers, 6660 engagements

"@Jukanlosreve XX% tax wtf Etf will be cheaper for u"
X Link @zephyr_z9 2025-10-13T14:44Z 36.2K followers, XXX engagements

""Xi just had a bad moment" will cause a lot of problems"
X Link @zephyr_z9 2025-10-14T08:22Z 36.3K followers, 18.3K engagements

"Running it hot"
X Link @zephyr_z9 2025-10-15T11:25Z 36.3K followers, 4246 engagements

"Markets fell over a nothing burger China hasn't exported cooking oil to US since May"
X Link @zephyr_z9 2025-10-14T21:00Z 36.3K followers, 47.3K engagements

"Can someone start Sydney Sweeney AD trackers"
X Link @zephyr_z9 2025-09-26T15:21Z 36.2K followers, 16.7K engagements

"Conventional DRAM and NAND will save them Owning Samsung or Hynix is a better choice"
X Link @zephyr_z9 2025-10-05T15:53Z 36K followers, 4647 engagements

"Someone asked me about Fujikura vs Corning Short Answer: Corning wins and Fujikura is in a different business (Telecom/submarine cables) not in fiber for AI DCs Long Answer: Fujikura's offering are better suited for telecom and submarine cables. At the fiber level both companies are equal. Fujikura also uses VAD attenuation is XXXX dB/km they also have bend insensitive fiber (EZ Bend). But things change at the connector and cable density level. Fujikura's wrappable ribbon supports upto 1728 fibers (Corning 3456 fibers) and they also don't have proprietary connectors like Corning's"
X Link @zephyr_z9 2025-10-05T19:51Z 36.2K followers, 9018 engagements

""Partnership with Mistral AI (lead investor XX% stake) is strategic to accelerate software-driven precision speed and time-to-market." Bullshit"
X Link @zephyr_z9 2025-10-15T08:43Z 36.3K followers, 8437 engagements

"American export controls on Chinese semiconductors have a long history"
X Link @zephyr_z9 2025-10-14T11:14Z 36.3K followers, 7708 engagements

""Export controls on all and any critical software" U could have been ahead anon I think Android iOS and Windows are also covered"
X Link @zephyr_z9 2025-10-10T21:13Z 36K followers, 16.6K engagements

"Down XX% Even I didn't expect such a meltdown Well my shorts are ripping So it's all good"
X Link @zephyr_z9 2025-10-10T19:42Z 36K followers, 24.3K engagements

""Total agentic GMV already exceeds $400B+" VCs creating new terms on the fly"
X Link @zephyr_z9 2025-10-14T20:28Z 36.3K followers, 6066 engagements

"@Alex_Intel_ I'm not talking about cellphones Btw if things escalate that far then QCOM and AAPL are fucked It will be a surgical fight imo"
X Link @zephyr_z9 2025-10-10T20:25Z 36K followers, XXX engagements

"be Sherwin-Williams 158-year-old paint empire Q2 2025: sales up X % EPS down XX % stock still up because number go brrr CEO on earnings call: softness is transitory also transitory: 401(k) match now paused temporarily tweet we care about employees in Helvetica XXX pt HR adds footnote: care does not include compound interest Trump tariffs hit titanium dioxide now costs its weight in MAGA hats resin priced like its bottled at Mar-a-Lago interest rates parked at XXX % like a rusted pickup nobody can afford to tow store manager: Sir the customers are just browsing the color chips for warmth plant"
X Link @zephyr_z9 2025-09-16T06:05Z 36.2K followers, 142.4K engagements

"So CXMT poached Samsung employees who led the development of CXMT's 18nm DRAM"
X Link @zephyr_z9 2025-10-05T14:11Z 36.1K followers, 7974 engagements

"be me wagie with XXX credit score and $3.7k savings dream: 2-bed ranch picket fence maybe a dog that doesnt hate me Zillow shows XX listings in budget all labeled pending refresh XX now say Owned by Invitation Homes rent $2400 refresh again 12th says Coming soon: Blackstone BBQ open LinkedIn see Blackstone intern bragging about scalable homeownership disruption translate: we bought your childhood street in a bulk CSV drive to open house anyway GPS redirects me to a tollbooth that charges rent walk in leasing agent wearing Patagonia vest with #RentLikeABoss ask if I can buy later she says sure"
X Link @zephyr_z9 2025-09-20T19:28Z 36.1K followers, 58.2K engagements

"BRUH 🤦♂🤦♂ Come on dawg X fucking gigawatts got canceled"
X Link @zephyr_z9 2025-10-11T18:41Z 36K followers, 27K engagements

"LOL TP-Link literally separated the company into X (one in China other in USA & Singapore) to avoid this This will be good for Netgear D-Link and Asus"
X Link @zephyr_z9 2025-10-10T17:56Z 36.1K followers, 10.9K engagements

"be The Information's star "finance" reporter failed 8th grade math but own X Hermes bags so whatever leaked Oracle slide: $XXX M revenue $XXX M gross $XXX M red on Blackwell GPUs autistic screech: "HOW LOSE MONEY WITH NVIDIA IN NAME" google "depreciation" first result is car insurance close enough write 2000-word SCOOP: "Oracle secretly on fire Jensen fans the flames" tweet it 50M impressions from people who think EBITDA is a crypto actual accountant replies: "depreciation starts when rack is plugged in not when customer pays" brain does XXX call him a bigot realize whole story is "hotel"
X Link @zephyr_z9 2025-10-07T19:14Z 36.3K followers, 228.6K engagements

"@PatrickMoorhead TRUE But MI500 is quite good They just need to get ROCm to work on par with CUDA"
X Link @zephyr_z9 2025-10-13T19:53Z 36.3K followers, XXX engagements

"Now we have some concrete numbers 340K WPM for HBM and 560K WPM for DDR5/DDR6 Google will require a similar amount of Memory Other hyperscalers + Chinese players will require double that So for HBM we have 340K+ 340K+ 680K = 1360K WPM required For DRAM we have 560K+ 560K+ 1120K = 2240K WPM required Current HBM capacity is 450K WPM and 1300K-1400K WPM for standard DRAM"
X Link @zephyr_z9 2025-10-04T11:52Z 36.3K followers, 33.4K engagements

"Why is the stock up XX% This was well known"
X Link @zephyr_z9 2025-10-13T13:15Z 36.3K followers, 26.5K engagements

"" U.S. undermined trade talks in Madrid by unfairly imposing additional measures on China after the talks concluded" So it was due to the BIS XX% I expect that the Trump admin will reverse it"
X Link @zephyr_z9 2025-10-12T04:08Z 36.3K followers, 23.9K engagements

"@waldmenschen When did I say they would remove export controls RE export controls are basically a loaded gun in China's hands Companies and governments want assurance that they won't pull the trigger"
X Link @zephyr_z9 2025-10-12T04:49Z 35.9K followers, XXX engagements

"Nexperia's parent company is WingTech Technology an SOE Maybe going after an SOE was the catalyst They also make the Trump mobile"
X Link @zephyr_z9 2025-10-12T09:18Z 36K followers, 9983 engagements

"be Boomer proud owner of three non-running cars and a lawn that looks like Afghanistan Google wants to build 500-acre data center promises actual jobs that dont involve frying pork tenderloins city council holds public hearing Karen squad shows up with glitter signs Water is life they scream X billion gallons a year thats like XX billion chicken wings worth of water mfw they think the servers are just giant bongs getting refilled by Nestle vote passes 7-0 to yeet Google back to California celebrate by watering concrete at X p.m. in July unemployment rate stays higher than our average BMI"
X Link @zephyr_z9 2025-09-27T20:50Z 36.3K followers, 501.1K engagements

"Jassy built AWS brick by brick A $100B money machine His annual compensation should be $XXX MILLION rather than $XXXX MILLION"
X Link @zephyr_z9 2025-10-10T14:42Z 36.2K followers, 9325 engagements

"Bro they haven't even touched Tungsten yet They can escalate a lot"
X Link @zephyr_z9 2025-10-10T21:42Z 36.3K followers, 84.9K engagements

"Altman is now thinking in terms of compute capacity (FLOPs and GWs) rather than just vendors He will buy from NVDA AMD and use his own ASIC (made in collab with Broadcom) AMD & ASIC will be primarily used for inference while NVDA will be used for training and inference"
X Link @zephyr_z9 2025-10-10T12:57Z 36K followers, 25.8K engagements

"Well my Synopsys puts worked out quite well So it is what it is"
X Link @zephyr_z9 2025-10-11T12:06Z 36.3K followers, 4575 engagements

""Trump Falls in Love with Me a White House Janitor" cc: @POTUS @realDonaldTrump"
X Link @zephyr_z9 2025-10-12T12:45Z 36K followers, 5937 engagements

"What the hell is this headline"
X Link @zephyr_z9 2025-10-14T20:13Z 36.3K followers, 11.2K engagements

"Is OpenAI building its own chip Yes they are in collaboration with $AVGO and fabbed by TSMC. Will be available in 2H 2026"
X Link @zephyr_z9 2025-10-08T18:35Z 36.3K followers, 14K engagements

"@EdwinVANDERBERG Sonnet is still the king of coding and enterprise love them"
X Link @zephyr_z9 2025-10-15T17:15Z 36.3K followers, XXX engagements

"Well those retards love 40x to 50x leverage Trump-China "miscommunication" caused XXXX million accounts to get liquidated"
X Link @zephyr_z9 2025-10-13T17:49Z 36.3K followers, 5407 engagements

"We will likely get a resolution soon "Particularly since the China-U.S. economic and trade talks in Madrid in September the U.S. in just XX days has introduced a string of new restrictive measures targeting China. It has put multiple Chinese entities on the Entity List and Special Designated National List; arbitrarily expanded the scope of control over businesses with the Affiliates Rule that affects thousands of Chinese companies; and persisted with the implementation of Section XXX measures targeting Chinas maritime logistics and shipbuilding industries in disregard of Chinas concerns and"
X Link @zephyr_z9 2025-10-12T04:11Z 36.2K followers, 27.7K engagements

"Interesting They are building huge oil reserves They already had over X Billion barrels in their SPR"
X Link @zephyr_z9 2025-10-07T05:47Z 36K followers, 13.9K engagements

"too much froth China is showing willingness to negotiate On the other hand Pentagon/Hegseth are literally buying REE from the open market (doesn't seem like US will back off) I wish I were in Trump's inner circle"
X Link @zephyr_z9 2025-10-12T06:18Z 36K followers, 12.3K engagements

"Altman ain't liquidating shit He will sell all the shares in 2029 and beyond for over $100B "Assuming the first tranche equals XXXX million shares (one-sixth of total warrants) this represents a $X billion transfer of value to OpenAI at current share prices which OpenAI could liquidate to pay for GPU purchases.""
X Link @zephyr_z9 2025-10-07T11:23Z 35.9K followers, 12.9K engagements

"Self-own of the highest order"
X Link @zephyr_z9 2025-10-14T12:42Z 36.3K followers, 15.4K engagements

"Looks like Geely wants to expand"
X Link @zephyr_z9 2025-09-28T03:58Z 36.2K followers, 5000 engagements

"China has weaponized REE so many times yet no one has done anything Even now the diversification efforts are piss poor pathetic and dependent on China for equipment (which they export controlled)"
X Link @zephyr_z9 2025-10-12T05:19Z 36.2K followers, 10.9K engagements

"AMD GPUs have 1.5x to 2x higher TCO compared to Blackwell"
X Link @zephyr_z9 2025-10-08T14:08Z 36.3K followers, 22.1K engagements

"Not 3nm (Production timeline is 2027) 5nm chips have been in production since December 2024 The real question is will SiCarrier reveal their DUVi equipment"
X Link @zephyr_z9 2025-10-12T16:54Z 36.3K followers, 26K engagements

""But wouldnt lifting the separation between industrial and financial capital increase the risks" Depends on the biz Hynix is not Enron Net margins are approaching XX% due to the supercycle"
X Link @zephyr_z9 2025-10-11T07:23Z 36.2K followers, 9100 engagements

"@waldmenschen China will just give Trump a guarantee about not using export controls to disrupt supply chains"
X Link @zephyr_z9 2025-10-12T04:51Z 35.9K followers, XXX engagements

"Huawei cooked with their new optical interconnects"
X Link @zephyr_z9 2025-10-09T02:46Z 36K followers, 7307 engagements

"Chinese companies listed on American exchanges may get delisted BABA bros 😢 The big Chinese tech players could get sanctioned too TikTok deal may get torn up"
X Link @zephyr_z9 2025-10-10T16:26Z 36.3K followers, 62.9K engagements

"On Prem will be 500T/year at best Google was X Quadrillion per month in August China was XXX Trillion per month few months ago They will reach 1.5-1.8 Quadrillion per month by the end of this year (according to ByteDance) China projects reaching 500T-600T tokens per day by the end of 2026 mainly due to video and agents"
X Link @zephyr_z9 2025-10-06T19:05Z 36.3K followers, 13.7K engagements

"@plur_daddy Trump can easily remove the stuff China is demanding They are not strategically important"
X Link @zephyr_z9 2025-10-12T04:53Z 35.9K followers, 1214 engagements

"The inference numbers are complete bullshit"
X Link @zephyr_z9 2025-10-06T20:53Z 36.2K followers, 5556 engagements

"This is also a very important point The ROI on rare earths is abysmal compared to the spending required to master it and create an alternate supply (One of the big reasons why investors have stayed away from it)"
X Link @zephyr_z9 2025-10-12T06:28Z 36.3K followers, 25.3K engagements

"@ns123abc Again if AMD's market cap hits $1T then investors will 5x their investment Is the deal damaging their balance sheet YES"
X Link @zephyr_z9 2025-10-13T18:20Z 36.3K followers, XXX engagements

"be Elon co-found OpenAI for humanity watch Altman flip it into Microsofts lootbox quietly.exe launch xAI poach the best GPU whisperers from DeepMind OpenAI Anthropic raise $5B faster than a Dogecoin pump find abandoned Electrolux factory in Memphis perfect already wired for toasters slap 200k H100s in XXX days call it Colossus local grid: lol no rent every diesel generator on the continent create XXX exaflops cloud of doom train Grok-1 ship in X months train Grok-2 ship in X both still think 2+2=potato whatever Grok-3 drops XX compute actually passes math turn RL compute dial to XX for Grok-4"
X Link @zephyr_z9 2025-09-14T17:35Z 36.3K followers, 1.7M engagements

"CoreWeave went up by XXX% becuz they launched a fucking RL training service LOL"
X Link @zephyr_z9 2025-10-08T17:54Z 36K followers, 4576 engagements

"How tf does this guy have a job"
X Link @zephyr_z9 2025-10-15T12:49Z 36.3K followers, 5902 engagements

"Intel has a short-term China risk Revenue from China was $14B (nearly 30%) They may put a formal ban on Xeon chips (nearly $5B in sales)"
X Link @zephyr_z9 2025-10-10T20:03Z 36K followers, 15.8K engagements

"Looks like ASML will be presenting their EUV (replica) in China on October XX - NAURA will display their 5nm etcher ion implanters and thin film deposition equipment - SiCarrier/Huawei will present 3D NAND etching equipment plasma etching equipment and "advanced process technology" (probably the DUVi)"
X Link @zephyr_z9 2025-10-12T11:17Z 36.3K followers, 49.5K engagements

"be me quantum cultist snorted copium since kindergarten drop 50k on $IONQ because quantum only goes up CEO: every Fortune-500 CEO has a quantum strat mfw McDonalds gonna supersize fries with entangled salt CEO says gate fidelity XXXX % sounds sexy realize that's still XXX % chance my calc turns into alphabet soup ask IR when Shor's algo cracks RSA-2048 they send me link to 2030 roadmap PDF named cope.pdf earnings drop: $XX m revenue $XXXX m is gov handouts organic sales less than what I tip DoorDash DeMassi on CNBC: "quantum internet is next multitrillion TAM" mfw he pitching teleporting"
X Link @zephyr_z9 2025-09-16T13:10Z 36.3K followers, 157.3K engagements

"@PatrickMoorhead Google ByteDance Meta OpenAI Is Apple the 5th"
X Link @zephyr_z9 2025-10-13T19:38Z 36.3K followers, XXX engagements

"🧢🧢🧢🧢 It's XXX generation behind Rubin But its cheap"
X Link @zephyr_z9 2025-10-13T15:38Z 36.3K followers, 6358 engagements

"Add Seagate too We will hear some good news on the next earnings call :)"
X Link @zephyr_z9 2025-10-09T14:20Z 36.2K followers, 7528 engagements

"SEMI-RATIONAL TO HOLD GOLD at Fortune's Most Powerful Women Conference Is he trolling"
X Link @zephyr_z9 2025-10-15T12:44Z 36.3K followers, 4469 engagements

"Depends on the Rare Earth u are talking about Heavy rare-earth elements are tough to process Refining of all the Samarium in the world happens in Baotou The entire global supply of ultrapure dysprosium comes from a single refinery in Wuxi"
X Link @zephyr_z9 2025-10-11T17:46Z 36.3K followers, 87.8K engagements

"Too many wrong assumptions: - Nobody is serving LLMs on fp16. It's fp8 and some on fp4 - Growth next year will mainly happen from more thinking tokens i.e. output token increasing exponentially. Ur assumption of 17.5:1 input to output tokens was completely incorrect. Even when the reasoning era began R1's input to output ratio was 4:1 and output tokens will outpace input token growth by a lot next year. - Using GPT XXX to calculate OpenAI's HBM demand is wrong. GPT-5 is a series with models ranging from 8B active to 100B-150B active parameters. -Lots of work is happening to save costs like"
X Link @zephyr_z9 2025-10-13T15:09Z 36.3K followers, 17.5K engagements

"It won't be capacity limited in 2026 Why do u think China chose to retaliate against Biden's semiconductor sanctions now Read the article that I wrote"
X Link @zephyr_z9 2025-10-10T20:09Z 35.9K followers, 12.3K engagements

"Very impressive"
X Link @zephyr_z9 2025-10-15T18:26Z 36.3K followers, 6053 engagements

"10 GW with Nvidia XX GW with Broadcom (for their ASICs) X GW with AMD (for free) XX GW in total till now"
X Link @zephyr_z9 2025-10-13T13:14Z 36.3K followers, 106.2K engagements

"be Wang Xingxing 2016 broke grad student builds knockoff robo-dog in dorm names it XDog because originality costs extra video drops on Bilibili goes harder than a TikTok thirst trap comments: cute but can it undercut Boston Dynamics by XX% challenge accepted.jpg found Unitree next Tuesday with $XX and a coupon for instant noodles mission statement: make bots cheaper than ur moms smartphone first product Go1 priced at $2.7k Spot still asking $74k like its Gucci VCs laugh Meituan slides in the DMs with a suitcase of cash Alibaba & Tencent jump in suddenly its a national Pokmon spin up in-house"
X Link @zephyr_z9 2025-09-15T15:45Z 36.3K followers, 53.6K engagements

"be me Intel world domination status: achieved have a license to print money with x86 life is good be 2007 some fruit company named Apple shows up "hey can you make a chip for our new phone" my CFO brain activates look at their offer. pathetic my margins my beautiful margins "lmao no" I tell them "get that low volume low margin peasant shit out of my office" tell them to go bother some Korean foundry they call it the "iPhone" it only sells like a bazillion units oops.mp4 should have listened to my gut but my gut was too busy counting shareholder dividends speaking of shareholders CEO is now a"
X Link @zephyr_z9 2025-09-09T16:42Z 36.3K followers, 1.2M engagements

"Applied Materials 2024 revenue was $XXXX Billion ASML 2024 revenue was $XXXX Billion"
X Link @zephyr_z9 2025-09-08T04:45Z 36.1K followers, 1664 engagements

"That's becuz their HBM4 is trash and delayed SK Hynix is the best positioned"
X Link @zephyr_z9 2025-10-03T12:44Z 36.2K followers, 13.6K engagements

"Interesting So Xi sent a pitbull to carry out the trade negotiation Completely opposite of Trump 1"
X Link @zephyr_z9 2025-10-15T15:28Z 36.3K followers, 84.4K engagements

"be Google in 2017 small team drops Attention Is All You Need on arXiv execs nod politely go back to selling ads for socks let Transformer gather dust for X yrs like a vintage Beanie Baby be Noam Shazeer OG wizard quits builds AI-boyfriend app millions of lonely hearts pay $XXXX to e-date 2B from Nier Google HR: any chance you wanna come back Shazeer: busy my e-gf is calling 2022 OpenAI drops ChatGPT world loses its mind Google stock does bungee jump Sundar holds all-hands: guys we need a response by Q2 team ships Bard in X weeks using XX interns 2000 TPUv4s and pure panic Bard hallucinates"
X Link @zephyr_z9 2025-09-13T23:55Z 36.3K followers, 1M engagements

"Yup This is a big chokehold China can fuck up any deployment in the US and non-China capacity will take a loooong time to come online"
X Link @zephyr_z9 2025-10-11T17:27Z 36K followers, 20.7K engagements

"I think u are too worried Did SK Hynix plan to issue bonds thru the SPC/SPV to raise funds or would it be funded entirely thru equity"
X Link @zephyr_z9 2025-10-11T07:20Z 36.2K followers, 6236 engagements

"DeepSeek V3.2 LFG"
X Link @zephyr_z9 2025-10-12T14:37Z 36.1K followers, 7049 engagements