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$305bfloor

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"OAI & TSM: two new incremental pieces to the mosaic this week as I am back and catching up . no conclusions just more questions. 1) Where is all the TSM CAPEX My very smart CIO friend asked me this. he has covered TSM for 15+ yrs. So I will ask you all. where is all the CAPEX spend Just conservative why *TSMC FY25 CapEx $4042B; 1020% to advanced packaging (incl. CoWoS). Front-/back-end remain tight; packaging adds through 2026 (TSMC + OSAT AZ). N2 vol-prod Q425; N2P & A16 2H26 2) OAI pivoting to more advertising and adult content. Whenever a management team pivots in a short period of time."
X Link @JaredKubin 2025-10-16T12:23Z 17.3K followers, 56.9K engagements

"Updated OAI Generational AI CAPEX Run (v5 GRAPHIC) *Best Guess: $600bn needed with Equity / Debt & Revenue *Scenario 1: Small Replace Gaps vs $40B/$90B sources: $305B(floor) $345B(mid) $375B(high) *Scenario 2: Additive Gaps vs $40B/$90B sources: $565B(floor) $605B(mid) $635B(high)"
X Link @JaredKubin 2025-10-15T00:26Z 17.3K followers, 45.8K engagements