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@Beth___Kiindig "Micron has quietly outperformed and is up 3X more YTD than AI leader Nvidia with GPU demand driving 250%+ memory growth. Below I discuss the one key line item investors must know and what $MU valuation is communicating"
X Link @Beth___Kiindig 2025-10-16T23:50Z XX followers, XX engagements

"TSMC $TSM raised its 2025 revenue guide to mid-30% growth from close to XX% growth last quarter on the back of very strong AI demand while also seeing Q4 revenue of $32.2-33.4B up XX% YoY at midpoint. $NVDA $AMD $AVGO $AAPL"
X Link @Beth___Kiindig 2025-10-17T00:46Z XX followers, XXX engagements

"Nscale will deploy 104K $NVDA GB300s in a 240MW campus in Texas with delivery slated for Q3 2026 with potential to ultimately scale to 1.2GW. Nscale is also deploying 12.6K GB300s in Portugal in Q1 2026 and 23K in the UK in Q3 2027 for Microsoft $MSFT Azure services"
X Link @Beth___Kiindig 2025-10-16T23:51Z XX followers, XXX engagements

"Goldman Sachs predicts hyperscaler capex will reach $XXX trillion cumulatively from 2025 through 2027 predicting spending of $XXX billion next year before rising to $XXX billion in 2027. $MSFT $AMZN $GOOG $META $NVDA"
X Link @Beth___Kiindig 2025-10-17T00:47Z XX followers, XX engagements