#  @zephyr_z9 Zephyr Anthropic is buying TPUs from Broadcom in a deal worth over $10 billion, with Broadcom likely customizing some chips for them. This deal is significant as it shows major players investing heavily in AI infrastructure. Google is also involved, selling hardware to Anthropic and potentially providing funding. ### Engagements: [-------] [#](/creator/twitter::1695126229446479872/interactions)  - [--] Week [---------] -35% - [--] Month [----------] +40% - [--] Months [-----------] +1,509% - [--] Year [-----------] +3,939% ### Mentions: [---] [#](/creator/twitter::1695126229446479872/posts_active)  - [--] Week [---] +12% - [--] Month [---] +12% - [--] Months [-----] +210% - [--] Year [-----] +164% ### Followers: [-------] [#](/creator/twitter::1695126229446479872/followers)  - [--] Week [-------] +0.81% - [--] Month [-------] +77% - [--] Months [-------] +1,447% - [--] Year [-------] +3,732% ### CreatorRank: [------] [#](/creator/twitter::1695126229446479872/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) #5765 [stocks](/list/stocks) #5777 [finance](/list/finance) 18.64% [countries](/list/countries) 12.71% [social networks](/list/social-networks) 5.37% [currencies](/list/currencies) #839 [automotive brands](/list/automotive-brands) 2.26% [cryptocurrencies](/list/cryptocurrencies) 2.26% [celebrities](/list/celebrities) 2.26% [travel destinations](/list/travel-destinations) 1.69% **Social topic influence** [ai](/topic/ai) #2858, [china](/topic/china) #2392, [$googl](/topic/$googl) #3172, [in the](/topic/in-the) 5.08%, [open ai](/topic/open-ai) #1446, [money](/topic/money) 4.52%, [anthropic](/topic/anthropic) #350, [dram](/topic/dram) #22, [up to](/topic/up-to) 3.11%, [did u](/topic/did-u) #66 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@teortaxestex](/creator/undefined) [@zephyrz9](/creator/undefined) [@folduniverse](/creator/undefined) [@analysisop](/creator/undefined) [@jukan05](/creator/undefined) [@mingmongpingpon](/creator/undefined) [@alex_intel_](/creator/undefined) [@hamsarris6](/creator/undefined) [@ryanhingshing](/creator/undefined) [@snlsgh](/creator/undefined) [@benfranklin2019](/creator/undefined) [@menhguin](/creator/undefined) [@profriquim](/creator/undefined) [@benitoz](/creator/undefined) [@hedgedwolf](/creator/undefined) [@byte721](/creator/undefined) [@ch1ckenns](/creator/undefined) [@ser_kingslayer_](/creator/undefined) [@vikramskr](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Sandisk Corporation (SNDK)](/topic/$sndk) [Seagate Technology Holdings PLC (STX)](/topic/seagate) [Morgan Stanley (MS)](/topic/morgan-stanley) [Arm Holdings plc (ARM)](/topic/$arm) [Bitcoin (BTC)](/topic/bitcoin) [Micron Technology, Inc. (MU)](/topic/$mu) ### Top Social Posts Top posts by engagements in the last [--] hours "Lucy Guo's PR team is working overtime to cover the prostitution scandal" [X Link](https://x.com/anyuser/status/1962199495732785394) 2025-08-31T17:03Z 109.4K followers, 414.3K engagements "They cracked cheap long context LFG" [X Link](https://x.com/zephyr_z9/status/1972605526908579947) 2025-09-29T10:13Z 109.3K followers, 161.9K 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 https://twitter.com/i/web/status/1974442546647462309 https://twitter.com/i/web/status/1974442546647462309" [X Link](https://x.com/zephyr_z9/status/1974442546647462309) 2025-10-04T11:52Z 109.4K followers, 35K engagements "Place ur bets boys If Samsung succeeds then Lasertec shorts will rip (figuratively and literally) CNT - KLACNT20259SPIE Photomask and EUV Lithography - CNT - KLACNT20259SPIE Photomask and EUV Lithography -" [X Link](https://x.com/zephyr_z9/status/1978779966188790256) 2025-10-16T11:08Z 109.4K followers, 32.5K engagements "Another crazy Japanese stock "Namura Shipbuilding" IPO'd at [---] Yen in [----] Was trading at [---] Yen in [----] Is now up 3600% in the last [--] years h/t: @Basteph_" [X Link](https://x.com/zephyr_z9/status/1983234241766064524) 2025-10-28T18:07Z 109.8K followers, [----] engagements "HAHAHAHAHAHAHAHAHAHAHAHA SSD wafer spot prices are 30% in one trading session" [X Link](https://x.com/zephyr_z9/status/1983961033099374884) 2025-10-30T18:15Z 109.4K followers, 78.8K engagements "China is now producing 8N high-purity synthetic quartz Mitsubishi Tosoh and Shin-Etsu will lose market share here" [X Link](https://x.com/zephyr_z9/status/1987844056786092384) 2025-11-10T11:25Z 109.4K followers, 16.3K engagements "Very interesting Axion is their DC CPU like Amazon's Graviton Built on Neoverse V2 and TSMC N4 Bad news for Intel and AMD $ARM CEO: Google shifts majority of internal workloads to Arm "For example Google's Arm-based Axion chip delivers up to 65% better price performance while using 60% less energy. And as a result Google is migrating the majority of their internal workloads to run on Arm." $ARM CEO: Google shifts majority of internal workloads to Arm "For example Google's Arm-based Axion chip delivers up to 65% better price performance while using 60% less energy. And as a result Google is" [X Link](https://x.com/zephyr_z9/status/1989474502615732626) 2025-11-14T23:24Z 109.5K followers, 28K engagements "Optics shopping lists are incomplete without Japan Component suppliers are also not included That's where the real alpha lies Heres your optics shopping list. Heres your optics shopping list" [X Link](https://x.com/zephyr_z9/status/1993138041465324008) 2025-11-25T02:01Z 109.5K followers, 62.1K engagements "Lmao Btw SOI wafers are required for SiPh and RF chips The more optics demand the more SOI wafers required Soitec is a French company known for manufacturing SOI wafers using its patented Smart Cut technology. Great technology companies continue to find new markets to apply their technology to and that's exactly what Soitec has done. Recently it discovered a new application for https://t.co/uRVZIqCViK Soitec is a French company known for manufacturing SOI wafers using its patented Smart Cut technology. Great technology companies continue to find new markets to apply their technology to and" [X Link](https://x.com/zephyr_z9/status/1993352766790762557) 2025-11-25T16:15Z 109.5K followers, 32.2K engagements "Japan has a very strong grip on the robotics supply chain NSK makes high end bearings and ball screws (linear actuators) Nabtesco has a chokehold on cycloid reducers Nippon Thompson makes roller bearings and linear motion rolling guides. Their crossed roller bearings are designed for the rotating joints and handle stress from any direction the Japanese robotics experts openly calling the Chinese advances in the space "concepts" and "not ready for full deployments". "AI toys" was another sentiment expressed I repeat that much can be explained by Japanese senseis being senile. [----] avg national" [X Link](https://x.com/zephyr_z9/status/1996889000624508976) 2025-12-05T10:26Z 109.7K followers, 87.6K engagements "TESTING TESTING TESTING" [X Link](https://x.com/zephyr_z9/status/1997203896268435937) 2025-12-06T07:18Z 109.8K followers, [----] engagements "I'm quite excited about the Synopsys earnings call China will likely be negative But the IP biz Nvidia's stake and AI speeding up the design process should be enough (good news) Ciena and Synopsys LFG Ciena and Synopsys LFG" [X Link](https://x.com/zephyr_z9/status/1997730078462292326) 2025-12-07T18:09Z 109.4K followers, 19K engagements "This one is for the China bros (I can't invest) Dinglong makes CMP pads CMP slurries and post-CMP cleaning fluids CMP pad production will reach 50K pads/month in Q1 [----] They also produce ArF and KrF photoresist They have over [--] phoresist products and [--] are currently under validation by customers I expect them to take market share away from Qnity (DuPont) Entegris Fujibo JSR TOK and Shin Etsu" [X Link](https://x.com/zephyr_z9/status/1998737111298777218) 2025-12-10T12:50Z 109.4K followers, 29.1K engagements "Well the ecosystem is much more mature now The winners have already been decided This money will help boost the R&D and CAPEX of the winners (SMIC Hua Hong Nexchip GigaDevice AMEC NAURA Piotech ACMR Skyverse etc) @zephyr_z9 a massive state effort to go up the value chain in semiconductors; back then there were no export restrictions (or much smaller than rn); how is it not a relevant comparison @zephyr_z9 a massive state effort to go up the value chain in semiconductors; back then there were no export restrictions (or much smaller than rn); how is it not a relevant comparison" [X Link](https://x.com/zephyr_z9/status/1999870042834604518) 2025-12-13T15:52Z 109.4K followers, 11.9K engagements "Enjoy the memory supercycle anon *MICRON SEES 2Q ADJ EPS $8.22 TO $8.62 EST. $4.71 I'll say it - this is way too fucking high and will lead to across the board demand destruction *MICRON SEES 2Q ADJ EPS $8.22 TO $8.62 EST. $4.71 I'll say it - this is way too fucking high and will lead to across the board demand destruction" [X Link](https://x.com/zephyr_z9/status/2001404395871686925) 2025-12-17T21:29Z 109.3K followers, 25.4K engagements "1 gram of RAM die is more expensive than [--] gram of [--] karat gold rn" [X Link](https://x.com/zephyr_z9/status/2002365851790684534) 2025-12-20T13:09Z 109.3K followers, 2.6M engagements "LOL SATA SSDs are 20% of the market U may not realize this but DDR4 has had a higher spot price than DDR5 RAM for months now Nanya Technology makes DDR4 RAM and has literally 5X this year (outperforming Micron & SK Hynix by 300% and Samsung by 400%) who the fuck is buying SATA ssds in the year of our lord [----]. who the fuck is buying SATA ssds in the year of our lord 2025" [X Link](https://x.com/zephyr_z9/status/2002448210997227906) 2025-12-20T18:37Z 109.4K followers, 31.8K engagements "Apollo is the most mature self-driving platform from China Will be a big competitor of Waymo and also has a 2.5x cost advantage over them ($30k vs $75k) Baidu has [--] gems (Apollo and Kunlun chips) China's Baidu $BIDU announced it is teaming up with $UBER and $LYFT to begin trials for its Self Driving Cars to launch in London - WSJ https://t.co/nxK4CSY3cQ China's Baidu $BIDU announced it is teaming up with $UBER and $LYFT to begin trials for its Self Driving Cars to launch in London - WSJ https://t.co/nxK4CSY3cQ" [X Link](https://x.com/zephyr_z9/status/2003115485098041705) 2025-12-22T14:48Z 109.3K followers, 10.4K engagements "Ibiden will start hiring back retirees from January [----] becuz production demand is too high and they don't have enough people" [X Link](https://x.com/zephyr_z9/status/2005207288852934984) 2025-12-28T09:20Z 109.3K followers, [----] engagements "DeepSeek V3 Arch I wonder how far they can push it Btw SK Telecom is SK Hynix's (DRAM/NAND/HBM) parent company wowwww another large open model from Korea about to be released this time from sk telecom with 519B total param release planned on 4th of january [----] https://t.co/qF0meJ4PqJ wowwww another large open model from Korea about to be released this time from sk telecom with 519B total param release planned on 4th of january [----] https://t.co/qF0meJ4PqJ" [X Link](https://x.com/zephyr_z9/status/2006347846698836116) 2025-12-31T12:52Z 109.5K followers, 16.4K engagements "On China losing influence The Trump admin has tried to weaken China's trade influence. They have been successful at it in Mexico. Europe will also impose a 5%-15% tariff on Chinese goods as the trade deficit is widening. CK Hutchison tried to sell its port biz to a consortium led by BlackRock. Chinese regulators blocked and they will allow the sale only if COSCO is part of the consortium. Meanwhile the Panamanian gov has filed a case against CK in the Panamanian Supreme Court basically asking them to nullify CK's 25-year contract and issue a new tender for the Panama ports. the encirclement" [X Link](https://x.com/zephyr_z9/status/2007442838582374707) 2026-01-03T13:24Z 109.3K followers, 33.7K engagements "Server CPU shortage Why's Intel surging Why's Intel surging" [X Link](https://x.com/zephyr_z9/status/2008944111836123576) 2026-01-07T16:49Z 109.6K followers, 36.3K engagements "Nvidia is doing gamers dirty They basically killed the production of every 16GB+ VRAM GPU" [X Link](https://x.com/zephyr_z9/status/2011769244808331721) 2026-01-15T11:55Z 109.3K followers, 479.8K engagements "Chinese stocks will have a crazy bull run" [X Link](https://x.com/zephyr_z9/status/2013318562627391677) 2026-01-19T18:32Z 109.5K followers, 71.1K engagements "GlobalWafers will start another wafer manufacturing plant" [X Link](https://x.com/zephyr_z9/status/2013979472996012156) 2026-01-21T14:18Z 109.3K followers, 15.1K engagements "Jensen at a fruit shop" [X Link](https://x.com/zephyr_z9/status/2015007724774596946) 2026-01-24T10:24Z 109.5K followers, 20.9K engagements "Found a very interesting AI supply chain bottleneck" [X Link](https://x.com/zephyr_z9/status/2015762985378316743) 2026-01-26T12:25Z 109.4K followers, 97.1K engagements "Alibaba released an image model with taste Everyone should try Z image IMAGE GENERATION EMERGENCY IMAGE GENERATION EMERGENCY SOMEONE RELEASED A MODEL WHICH WASN'T MODE COLLAPSED ON PRETTY ASIAN LADY CENTER FRAME PORTRAIT https://t.co/fmlmzvofVB IMAGE GENERATION EMERGENCY IMAGE GENERATION EMERGENCY SOMEONE RELEASED A MODEL WHICH WASN'T MODE COLLAPSED ON PRETTY ASIAN LADY CENTER FRAME PORTRAIT https://t.co/fmlmzvofVB" [X Link](https://x.com/zephyr_z9/status/2016605813172031850) 2026-01-28T20:14Z 109.3K followers, 39K engagements "Wow. Gold has now outperformed Bitcoin on a 5-year basis https://t.co/MBqeVqwnit Wow. Gold has now outperformed Bitcoin on a 5-year basis https://t.co/MBqeVqwnit" [X Link](https://x.com/zephyr_z9/status/2016872723931418854) 2026-01-29T13:55Z 109.3K followers, 15.3K engagements "Nintendo will copyright strike this Holy moly. Genie [--] just created this mock 3D game world from Breath of the Wild. How I did it + prompts in comment. https://t.co/H33an42YNd Holy moly. Genie [--] just created this mock 3D game world from Breath of the Wild. How I did it + prompts in comment. https://t.co/H33an42YNd" [X Link](https://x.com/zephyr_z9/status/2017012156190052779) 2026-01-29T23:09Z 109.4K followers, 47.5K engagements "Macronix is already up 30% since we wrote about it in the semis memo There is one more interesting legacy play available Interesting beneficiaries post $SNDK earnings that I own: Phison (TPE: 8299) and Macronix (TPE: 2337). Similar to Nayna (1035.96% 1Y) that filled legacy dram void from $MU Sk Hynix and Samsung: Phison does the same with Sandisk with flash (inventory). And Macronix with https://t.co/tbKU03azS6 Interesting beneficiaries post $SNDK earnings that I own: Phison (TPE: 8299) and Macronix (TPE: 2337). Similar to Nayna (1035.96% 1Y) that filled legacy dram void from $MU Sk Hynix and" [X Link](https://x.com/zephyr_z9/status/2017099400615805090) 2026-01-30T04:55Z 109.4K followers, 45K engagements "WOW This is big They are using complete domestic tools (including litho) for the majority of Fab [--] lines Fab [--] was at 65k WPM by the end of [----] Fab [--] is 100k WPM and Fab [--] will also ramp up to 100k WPM YMTC will adding 135k WPM of NAND capacity in the next [--] months Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for Next-Year NAND Mass Production Now Targeting 2H This Year Ramp-Up (Reported by local Korean media) Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for" [X Link](https://x.com/zephyr_z9/status/2017123959108723120) 2026-01-30T06:33Z 109.3K followers, 87.3K engagements "Montage Technology finally coming to Hong Kong LFG" [X Link](https://x.com/zephyr_z9/status/2017194369795912138) 2026-01-30T11:13Z 109.3K followers, 12.3K engagements "EAZY NAND has a shortage nobody is willing to expand supply (except YMTC) cleanroom constraints meanwhile image gen going up video gen going up world models hitting the market video game gen next year HDD shortage causing QLC NAND demand to go up Long context and KV cache offloading causing TLC NAND demand to go up can someone please explain how selling commoditized RAM sticks are worth 10x revenue short $SNDK https://t.co/RPNUGZlxvd can someone please explain how selling commoditized RAM sticks are worth 10x revenue short $SNDK https://t.co/RPNUGZlxvd" [X Link](https://x.com/zephyr_z9/status/2017226823013409168) 2026-01-30T13:22Z 109.3K followers, 63.8K engagements "LFG A frontier model report Kimi K2.5 tech report just dropped Quick hits: - Joint textvision training: pretrained with 15T vision-text tokens zero-vision SFT (text-only) to activate visual reasoning - Agent Swarm + PARL: dynamically orchestrated parallel sub-agents up to [---] lower latency 78.4% on https://t.co/vpmepE3AX4 Kimi K2.5 tech report just dropped Quick hits: - Joint textvision training: pretrained with 15T vision-text tokens zero-vision SFT (text-only) to activate visual reasoning - Agent Swarm + PARL: dynamically orchestrated parallel sub-agents up to [---] lower latency 78.4% on" [X Link](https://x.com/zephyr_z9/status/2017253191054934403) 2026-01-30T15:06Z 109.3K followers, 23.3K engagements "Did u listen to us anon Btw we are cooking something really special Stay tuned ;) I haven't worked on an article in the last [--] months But writing this with a team is extremely fun [--] pages of pure Alpha multiple ideas Enjoy https://t.co/8DMWW8ovDw I haven't worked on an article in the last [--] months But writing this with a team is extremely fun [--] pages of pure Alpha multiple ideas Enjoy https://t.co/8DMWW8ovDw" [X Link](https://x.com/zephyr_z9/status/2017307088893186482) 2026-01-30T18:41Z 109.3K followers, 68.6K engagements "Duopoly in HDD Seagate and WD are not going to start price wars Everyone knows that DRAM/NAND is cyclical (post COVID was brutal) and also has more players @zephyr_z9 @Citrini7 Something I did not get but why is HDD more pricey than DRAM/HBM the forward p/e are double or so ; is that really because there is more competition in the HBM space @zephyr_z9 @Citrini7 Something I did not get but why is HDD more pricey than DRAM/HBM the forward p/e are double or so ; is that really because there is more competition in the HBM space" [X Link](https://x.com/zephyr_z9/status/2017308931681632683) 2026-01-30T18:48Z 109.3K followers, 34K engagements "Huawei has sold over [---] CM384s" [X Link](https://x.com/zephyr_z9/status/2017575070030557271) 2026-01-31T12:25Z 109.3K followers, 19K engagements "WOW No wonder the talent pipeline in China is so strong How has China systematically built a vast pipeline of AI talent My debut feature in FT Magazine explores the pivotal education program behind this achievement weaving in some personal reflections. Chinas Genius Plan https://t.co/MUZTIDaw6g How has China systematically built a vast pipeline of AI talent My debut feature in FT Magazine explores the pivotal education program behind this achievement weaving in some personal reflections. Chinas Genius Plan https://t.co/MUZTIDaw6g" [X Link](https://x.com/zephyr_z9/status/2017579683270037835) 2026-01-31T12:44Z 109.5K followers, 114.8K engagements ""This is better cheap and faster than Opus [---] with [--] m context window" Sonnet [--] has a new attention mechanism too LFG Memory demand is about to explode I want to say it loud This is better cheap and faster than Opus [---] with [--] m context window Fennec 🦊 coming soon and claude code is also getting update ( your agents will talk to each other ) Claude code will decimate the market and can't spill more tea ☕ I want to say it loud This is better cheap and faster than Opus [---] with [--] m context window Fennec 🦊 coming soon and claude code is also getting update ( your agents will talk to each" [X Link](https://x.com/zephyr_z9/status/2017971570476831158) 2026-02-01T14:41Z 109.3K followers, 89.3K engagements "Bruh Somebody test StepFun Flash [---] the perfomance is insane for 196B (11B Active) model U can easily run it on a high-end Mac https://twitter.com/i/web/status/2018163982578938186 https://twitter.com/i/web/status/2018163982578938186" [X Link](https://x.com/zephyr_z9/status/2018163982578938186) 2026-02-02T03:26Z 109.3K followers, 66.5K engagements "Btw it's not just TSMC It's all the server makers PCB makers HBM & DRAM (Micron Taiwan & Nanya et al.) cooling (Auras AVC) and materials providers contributing to it You see this and youre short https://t.co/NhC44QZfse You see this and youre short https://t.co/NhC44QZfse" [X Link](https://x.com/zephyr_z9/status/2018168370705916208) 2026-02-02T03:43Z 109.3K followers, 53.4K engagements "China has a pretty strategic chokehold on Nvidia's CPO supply chain" [X Link](https://x.com/zephyr_z9/status/2018301902841393415) 2026-02-02T12:34Z 109.7K followers, 38.6K engagements "1550% Did u listen to me anon 1150% Did u listen to me anon https://t.co/mboaeMCYAf 1150% Did u listen to me anon https://t.co/mboaeMCYAf" [X Link](https://x.com/zephyr_z9/status/2018351003951898648) 2026-02-02T15:49Z 109.4K followers, 149K engagements "A stock going up by 1500% in a year is extremely rare But we have covered a wide range of bottlenecks in the semis memo https://www.citriniresearch.com/p/semis-memo-muscle-memory @zephyr_z9 Give us the next one please https://www.citriniresearch.com/p/semis-memo-muscle-memory @zephyr_z9 Give us the next one please" [X Link](https://x.com/zephyr_z9/status/2018360288152842663) 2026-02-02T16:26Z 109.4K followers, 103.3K engagements "I wonder who the second source for EML is Interesting https://t.co/gzSx7IQq6e Interesting https://t.co/gzSx7IQq6e" [X Link](https://x.com/zephyr_z9/status/2018504152859758613) 2026-02-03T01:57Z 109.3K followers, 22.9K engagements "Ok now I have the component-level weights A loaded GB200 weighs around [----] Kg and consumes 130kW of power -NVL [--] has [--] compute trays each weighing around [----] kg so a total of [---] Kg -NVL [--] has [--] switch trays each weighing around [----] kg so a total of [---] Kg -NVL [--] has [--] power shelves/PSUs each weighing around [--] kg so a total of [---] Kg -The rack frame weighs around [---] kg -The busbar weighs around [--] kg The main componets weighs around [----] Kg the rest of the weight is from coolant cable cartridges manifolds etc. hey @zephyr_z9 what do you think How much does a [---] kW worth of Blackwell" [X Link](https://x.com/zephyr_z9/status/2018560512569823685) 2026-02-03T05:41Z 109.4K followers, 39.4K engagements "Easiest way to make money in the Chinese market A good reminder of what is in China's 15th [--] Year Plan which will be finalized in March [----] (and how it differs from the 14th) BTW color me very skeptical on low altitude economy but because it's there on the list & many cities want to take a crack at it https://t.co/urb7YFtk5T A good reminder of what is in China's 15th [--] Year Plan which will be finalized in March [----] (and how it differs from the 14th) BTW color me very skeptical on low altitude economy but because it's there on the list & many cities want to take a crack at it" [X Link](https://x.com/zephyr_z9/status/2018570850589614299) 2026-02-03T06:22Z 109.8K followers, 145.9K engagements "30% of global memory/storage demand comes from China Always remember "memory is fungible" YMTC/CXMT expanding supply means lower China revenue for Samsung/Hynix and other players and fewer customers (reduces their bargaining power) It doesn't mean MSFT's GB300 with YMTC NAND and CXMT HBM/DRAM @jukan05 Regarding news of memory production by CXMT and YMTC challenging memory companies. This is worded wrong by news. They're blacklisted in Western hyperscaler supply chains. This is likely domestic only. Headlines are sensational when they say "Chinas two major memory https://t.co/vbsIXlU4vt" [X Link](https://x.com/zephyr_z9/status/2018604426223817170) 2026-02-03T08:36Z 109.3K followers, 70.8K engagements "WOW This is big Probably the biggest sign of SWE getting commoditized What Is it already time for OpenAI to start laying off staff https://t.co/EufyrtcecK What Is it already time for OpenAI to start laying off staff https://t.co/EufyrtcecK" [X Link](https://x.com/zephyr_z9/status/2018615760571314210) 2026-02-03T09:21Z 109.3K followers, 168.6K engagements "Jiaocheng (supplier of ultrasonic scanning microscopes to CXMT and YMTC) clearly said that expect capacity to increase by 120k between YMTC + CXMT in [----] I reported that back in November China's CXMT and YMTC to massively expand memory output amid global crunch - According to reporting by Nikkei Asia Chinas two major memory manufacturers view the global supply shortage as an opportunity for emerging players to catch up and are embarking on record-level China's CXMT and YMTC to massively expand memory output amid global crunch - According to reporting by Nikkei Asia Chinas two major memory" [X Link](https://x.com/zephyr_z9/status/2018651096877818008) 2026-02-03T11:41Z 109.3K followers, 28K engagements "Very good Lip Bu Tan interview Must watch https://www.youtube.com/watchv=YO2PVbtpb_A Lip Bu Tan: Memory is the biggest constraint for AI rn even bigger than power and fab capacity. No relief till [----] https://www.youtube.com/watchv=YO2PVbtpb_A Lip Bu Tan: Memory is the biggest constraint for AI rn even bigger than power and fab capacity. No relief till 2028" [X Link](https://x.com/zephyr_z9/status/2018750889725665551) 2026-02-03T18:18Z 109.5K followers, 54K engagements "Yes At the individual app layer Alibaba Bytedance will launch really cool stuff in this area Amazon is too slow @zephyr_z9 China first right Who do you think is the first mover in America @zephyr_z9 China first right Who do you think is the first mover in America" [X Link](https://x.com/zephyr_z9/status/2018877909516329341) 2026-02-04T02:42Z 109.9K followers, 20.3K engagements "Interesting Looks like Elon will be buying solar panels from China "Musk's team recently made secret visits to multiple photovoltaic companies in China with inspection projects covering links such as equipment silicon wafers battery components and more among which they focused on photovoltaic companies pursuing heterojunction and perovskite technology routes." AI200GW https://t.co/OSQrNZJlZJ AI200GW https://t.co/OSQrNZJlZJ" [X Link](https://x.com/zephyr_z9/status/2018932517248598442) 2026-02-04T06:19Z 109.3K followers, 84.2K engagements "Teradyne has formed a JV with MultiLane to expand into the high-speed I/O and interconnect testing market Nice" [X Link](https://x.com/zephyr_z9/status/2018951152734486741) 2026-02-04T07:33Z 109.3K followers, 11.8K engagements "Crypto bros are crashing out i haven't cried in years. now im crying over stupid cryptocurrency. as a [--] year old man. this is embarrassing. fuck this industry i haven't cried in years. now im crying over stupid cryptocurrency. as a [--] year old man. this is embarrassing. fuck this industry" [X Link](https://x.com/zephyr_z9/status/2018952523009389042) 2026-02-04T07:39Z 109.3K followers, 78.7K engagements "Intern LM is released by Shanghai AI lab which is an government backed AI research institute Very strong performance 🚀Introducing Intern-S1-Pro an advanced 1T MoE open-source multimodal scientific reasoning model. 1SOTA scientific reasoning competitive with leading closed-source models across AI4Science tasks. 2Top-tier performance on advanced reasoning benchmarks strong general https://t.co/cKni28WwQT 🚀Introducing Intern-S1-Pro an advanced 1T MoE open-source multimodal scientific reasoning model. 1SOTA scientific reasoning competitive with leading closed-source models across AI4Science" [X Link](https://x.com/zephyr_z9/status/2019079436566405621) 2026-02-04T16:03Z 109.3K followers, 31.7K engagements "@vikramskr @ayz_yzyz As a huge CPO bull I want every GPU to have an OE Feynman will be very interesting" [X Link](https://x.com/zephyr_z9/status/2019083511290880484) 2026-02-04T16:19Z 109.3K followers, [----] engagements "CPO/Optics is a must for bigger world sizes The Ranger shall return one day @zephyr_z9 @ayz_yzyz Totally agree. Its clearly not on Rubin. But Feynman is the next logical step toward cpo @zephyr_z9 @ayz_yzyz Totally agree. Its clearly not on Rubin. But Feynman is the next logical step toward cpo" [X Link](https://x.com/zephyr_z9/status/2019091079212232983) 2026-02-04T16:50Z 109.3K followers, 22.8K engagements "Big U Precision delivered its first D2W hybrid bonder China has finally entered the hybrid bonding market" [X Link](https://x.com/zephyr_z9/status/2019126059841835064) 2026-02-04T19:09Z 109.3K followers, 19.2K engagements "Android market about to get crushed this year" [X Link](https://x.com/zephyr_z9/status/2019226335244439875) 2026-02-05T01:47Z 109.3K followers, 60.3K engagements "New TPUs sparse models new arch Alphabet's Pichai: Google lowered gemini serving unit costs by 78% over [----]. Google lowered Gemini serving unit costs by 78% over [----]. $GOOGL Alphabet's Pichai: Google lowered gemini serving unit costs by 78% over [----]. Google lowered Gemini serving unit costs by 78% over [----]. $GOOGL" [X Link](https://x.com/zephyr_z9/status/2019229506557693959) 2026-02-05T02:00Z 109.3K followers, 23.1K engagements "Amazon & Microsoft won't allow Google to have a higher CAPEX spend than them Google is procuring a Blackwell tier XPU (Ironwood) for 1/3rd the price ($45k vs $15k) Expect large upward revisions Hyperscaler Capex for 2026: META: $125b ($70b) GOOG: $180b ($91b) AMZN: $175b ($125b) MSFT: $145b ($83b) ORCL: $55b ($35b) Total: $680b ($404b) Almost $300b or 1% of GDP growth in capex from just these five companies Hard to have a recession with that capex binge. Hyperscaler Capex for 2026: META: $125b ($70b) GOOG: $180b ($91b) AMZN: $175b ($125b) MSFT: $145b ($83b) ORCL: $55b ($35b) Total: $680b" [X Link](https://x.com/zephyr_z9/status/2019234780899066339) 2026-02-05T02:21Z 109.9K followers, 169.4K engagements "YES @KairosPraxis @madcap_cap Aa far as i know NVDA hasn't used CRDO AEC much for scale up so far but sentiment wise it's bad for AEC. @KairosPraxis @madcap_cap Aa far as i know NVDA hasn't used CRDO AEC much for scale up so far but sentiment wise it's bad for AEC" [X Link](https://x.com/zephyr_z9/status/2019244061383954594) 2026-02-05T02:57Z 109.3K followers, 16.6K engagements "Most of the money will end up on Jensen kun's balance sheet Hyperscaler Capex for 2026: META: $125b ($70b) GOOG: $180b ($91b) AMZN: $175b ($125b) MSFT: $145b ($83b) ORCL: $55b ($35b) Total: $680b ($404b) Almost $300b or 1% of GDP growth in capex from just these five companies Hard to have a recession with that capex binge. Hyperscaler Capex for 2026: META: $125b ($70b) GOOG: $180b ($91b) AMZN: $175b ($125b) MSFT: $145b ($83b) ORCL: $55b ($35b) Total: $680b ($404b) Almost $300b or 1% of GDP growth in capex from just these five companies Hard to have a recession with that capex binge" [X Link](https://x.com/zephyr_z9/status/2019246015094878681) 2026-02-05T03:05Z 109.3K followers, 48.5K engagements "@HeLiuLeo buybacks investments & acquisitions" [X Link](https://x.com/zephyr_z9/status/2019253467588751727) 2026-02-05T03:35Z 109.3K followers, [----] engagements "@teortaxesTex Gold has performed much better I recommend shifting ur money to stable coins Fed will have to juice liquidity for crypto to go up Warsh opposes QE but lord Trump wants juice Let's see what happens https://x.com/RenMacLLC/status/2018321904222757171s=20 https://x.com/RenMacLLC/status/2018321904222757171s=20" [X Link](https://x.com/zephyr_z9/status/2019262420846592206) 2026-02-05T04:10Z 109.2K followers, [----] engagements "Anthropic should demo a CRM built using Sonnet [--] on Claude Code Cursor already made a browser using GPT [---] $IGV Sonnet going to deep dish software one more time here and you best fucking believe Ill be hammering some leaps $IGV Sonnet going to deep dish software one more time here and you best fucking believe Ill be hammering some leaps" [X Link](https://x.com/zephyr_z9/status/2019262944845131956) 2026-02-05T04:12Z 109.3K followers, 15.7K engagements "Are crypto bros OK BREAKING: Bitcoin has officially erased post-election gains now falling to $71000 its lowest level since November 6th [----]. https://t.co/lbO2xGAaT2 BREAKING: Bitcoin has officially erased post-election gains now falling to $71000 its lowest level since November 6th [----]. https://t.co/lbO2xGAaT2" [X Link](https://x.com/zephyr_z9/status/2019263668119298410) 2026-02-05T04:15Z 109.3K followers, 39.4K engagements "Also Google has to support the insane demand coming from Anthropic Demis has been quite clear about his AGI timelines (5 years) Demis has been quite clear about his AGI timelines (5 years)" [X Link](https://x.com/zephyr_z9/status/2019265064679993838) 2026-02-05T04:21Z 109.3K followers, 23.2K engagements "Important One of my favorite proxies to understand deflationary pressure in China is to read YUM China's quarterly results and find average selling price of Kentucky Fried Chicken. KFC is a popular fast food dining brand and the largest restaurant chain in China. It's also one of the https://t.co/Ow7O3QSBDC One of my favorite proxies to understand deflationary pressure in China is to read YUM China's quarterly results and find average selling price of Kentucky Fried Chicken. KFC is a popular fast food dining brand and the largest restaurant chain in China. It's also one of the" [X Link](https://x.com/zephyr_z9/status/2019276283763695639) 2026-02-05T05:05Z 109.3K followers, 29.9K engagements "LOL Jensen is literally squeezing the ODMs to juice up the gross margins @zephyr_z9 Not to his suppliers @zephyr_z9 Not to his suppliers" [X Link](https://x.com/zephyr_z9/status/2019306848088912161) 2026-02-05T07:07Z 109.3K followers, 18.8K engagements "@teortaxesTex Did u put ur money in BTC" [X Link](https://x.com/zephyr_z9/status/2019317872754061826) 2026-02-05T07:51Z 109.8K followers, [----] engagements "Hyperscaler CAPEX will cross $700B Amazon & Microsoft will revise CAPEX up 🚨 BREAKING: Hyperscaler capex just got revised UP $58B to $660B for [----] Alphabet dropped a BOMB: $175-185B guidance vs $119.5B estimate That's +$55B from Google alone The AI infrastructure arms race just went nuclear ☢ $GOOGL $META $MSFT $AMZN https://t.co/lAj5B21KDB 🚨 BREAKING: Hyperscaler capex just got revised UP $58B to $660B for [----] Alphabet dropped a BOMB: $175-185B guidance vs $119.5B estimate That's +$55B from Google alone The AI infrastructure arms race just went nuclear ☢ $GOOGL $META $MSFT $AMZN" [X Link](https://x.com/zephyr_z9/status/2019328981129130125) 2026-02-05T08:35Z 109.3K followers, 27.8K engagements "Interesting SEMCO will start supplying FC BGA substrates for Rubin's NV Switches. Ibidien was the sole supplier here" [X Link](https://x.com/zephyr_z9/status/2019338754574729294) 2026-02-05T09:14Z 109.9K followers, [----] engagements "the satellite phone Could be a pretty good play They have a big advantage over every other smartphone maker They can also use Grok/xAI to create a native agentic OS * REUTERS: SPACEX IS CONSIDERING MAKING ITS OWN MOBILE DEVICE. * REUTERS: SPACEX IS CONSIDERING MAKING ITS OWN MOBILE DEVICE" [X Link](https://x.com/zephyr_z9/status/2019384753494061085) 2026-02-05T12:16Z 109.4K followers, 21.6K engagements "Beating sell side is always fun Did u listen to us anon I haven't worked on an article in the last [--] months But writing this with a team is extremely fun [--] pages of pure Alpha multiple ideas Enjoy https://t.co/8DMWW8ovDw I haven't worked on an article in the last [--] months But writing this with a team is extremely fun [--] pages of pure Alpha multiple ideas Enjoy https://t.co/8DMWW8ovDw" [X Link](https://x.com/zephyr_z9/status/2019386047470395630) 2026-02-05T12:22Z 109.8K followers, 39.3K engagements "Let's see It's a pretty bad environment to start a phone biz due to the memory crunch I think they should do a JV SpaceX provides the satellite phone hardware handles the OS Rest of the hardware managing procurement comes from the JV partner @zephyr_z9 Would it be a major blow to $AAPL @zephyr_z9 Would it be a major blow to $AAPL" [X Link](https://x.com/zephyr_z9/status/2019387147112046689) 2026-02-05T12:26Z 109.3K followers, 18.6K engagements "@RYANHINGSHING @jukan05 He still has a job" [X Link](https://x.com/zephyr_z9/status/2019393284070863200) 2026-02-05T12:50Z 109.3K followers, [---] engagements "Sources are telling me that Tom Lee ran off to Russia this morning Tom Lees Ethereum loss approaches $10 billion #MacroEdge Tom Lees Ethereum loss approaches $10 billion #MacroEdge" [X Link](https://x.com/zephyr_z9/status/2019408355887124700) 2026-02-05T13:50Z 109.8K followers, 61.5K engagements "🤣🤣🤣🤣🤣 Android market about to get crushed this year https://t.co/gQqV7JEp7p Android market about to get crushed this year https://t.co/gQqV7JEp7p" [X Link](https://x.com/zephyr_z9/status/2019427607729840229) 2026-02-05T15:07Z 109.3K followers, 26.9K engagements "Silver is down 16% Silver is down 16%" [X Link](https://x.com/zephyr_z9/status/2019437870612902043) 2026-02-05T15:48Z 109.3K followers, 14.4K engagements "Big Codex drop Sam can save himself from yesterday's PR disaster if he has a nice dunk on Anthropic BREAKING: @sama will be live on TBPN today at 12p PT https://t.co/l4ClurXkUr BREAKING: @sama will be live on TBPN today at 12p PT https://t.co/l4ClurXkUr" [X Link](https://x.com/zephyr_z9/status/2019454480643690744) 2026-02-05T16:54Z 109.4K followers, 73.3K engagements "Much cooler than building a CRM New Engineering blog: We tasked Opus [---] using agent teams to build a C compiler. Then we (mostly) walked away. Two weeks later it worked on the Linux kernel. Here's what it taught us about the future of autonomous software development. Read more: https://t.co/htX0wl4wIf https://t.co/N2e9t5Z6Rm New Engineering blog: We tasked Opus [---] using agent teams to build a C compiler. Then we (mostly) walked away. Two weeks later it worked on the Linux kernel. Here's what it taught us about the future of autonomous software development. Read more: https://t.co/htX0wl4wIf" [X Link](https://x.com/zephyr_z9/status/2019502922619326562) 2026-02-05T20:06Z 109.8K followers, 29.7K engagements "Probably the most important release today Kimi released their agent swarm and PARL a few days ago [----] is the year of agent swarms Other labs will roll it out quickly On Claude Code were introducing agent teams. Spin up multiple agents that coordinate autonomously and work in parallelbest for tasks that can be split up and tackled independently. Agent teams are in research preview: https://t.co/LdkPjzxFZg On Claude Code were introducing agent teams. Spin up multiple agents that coordinate autonomously and work in parallelbest for tasks that can be split up and tackled independently. Agent" [X Link](https://x.com/zephyr_z9/status/2019511420388548822) 2026-02-05T20:40Z 109.5K followers, 41.7K engagements "Interesting So the first 10k-20k Optimus robots will be deployed in Optimus Academy to generate the data flywheel .@elonmusk told me he plans to build Optimus Academy to train an army of humanoid robots. millions of simulated robots in the simulated world tens of thousands of robots in the real world to close the simulation to reality gap. Why Theres two big differences https://t.co/lREubJ0ckf .@elonmusk told me he plans to build Optimus Academy to train an army of humanoid robots. millions of simulated robots in the simulated world tens of thousands of robots in the real world to close the" [X Link](https://x.com/zephyr_z9/status/2019517791519535204) 2026-02-05T21:05Z 109.4K followers, 21.4K engagements "Are u bullish on DRAM anon "even if a contract was signed to supply DRAM at [---] won for one year if DRAM market prices have risen 100% by the end of the contract period an additional [---] won is paid. This is essentially a post-settlement arrangement." Memory Big [--] Change Contract Practices Post-Settlement Pricing Emerges Rising memory prices are now transforming supply contract practices. Contract durations are shifting from long-term to short-term and a "post-settlement" concept reflecting market prices has emerged https://t.co/goDS6cxTnO Memory Big [--] Change Contract Practices" [X Link](https://x.com/zephyr_z9/status/2019633468041494824) 2026-02-06T04:45Z 109.5K followers, 30K engagements "But still this is the craziest AI demo I have ever seen This required pretty sophisticated harness we are still months out from being able to prompt and get a GCC level compiler This required pretty sophisticated harness we are still months out from being able to prompt and get a GCC level compiler" [X Link](https://x.com/zephyr_z9/status/2019634107043705099) 2026-02-06T04:47Z 109.4K followers, 33.5K engagements "Sub agents creating more agents Btw it's a pretty low hanging fruit We are going to see a big step up in AI ability soon Inference needs to get cheaper imagine next year when each swarm can also create swarms. base humans will not be able to function -- @elonmusk we need neuralink for "normative" humans like yesterday. How are we supposed to even begin to stay abreast let alone meaningfully help. imagine next year when each swarm can also create swarms. base humans will not be able to function -- @elonmusk we need neuralink for "normative" humans like yesterday. How are we supposed to even" [X Link](https://x.com/zephyr_z9/status/2019663866217804062) 2026-02-06T06:46Z 109.7K followers, 18.7K engagements "Penny pinching on the base die cost them a lot Though they will be making a lot of money on DDR5 and NAND Wasnt it already widely known news that Micron wouldnt be able to supply HBM4 I dont understand why everyone is making such a big fuss about it. And selling Micron because of this is foolish too. Micron can earn even higher margins from server DDR5 instead of HBM4. Wasnt it already widely known news that Micron wouldnt be able to supply HBM4 I dont understand why everyone is making such a big fuss about it. And selling Micron because of this is foolish too. Micron can earn even higher" [X Link](https://x.com/zephyr_z9/status/2019786769965662425) 2026-02-06T14:54Z 109.5K followers, 25.6K engagements "OpenAI's Airpod competitor is called Dime They will now ship only a headphone this year becuz of high memory prices "HBM shortage made BOM price too much due to high memory needed for 2nm chip" Yesterday my good friends at DS report on Weibo that CNIPA patent filing for Openai hardware become public yesterday for new IP rule for big Usa Ai companys operating in China Document confirm a detail I am already hearing: consumer name for Sweetpea airpod product will be Yesterday my good friends at DS report on Weibo that CNIPA patent filing for Openai hardware become public yesterday for new IP" [X Link](https://x.com/zephyr_z9/status/2019843014605357360) 2026-02-06T18:37Z 109.5K followers, 28.9K engagements "Hmmm. Pony-Alpha is either AGI or they benchmaxxed my [--] SVG questions This is Opus 4.5/4.6 level of detail and taste https://t.co/kDTqtp6vH7 Pony-Alpha is either AGI or they benchmaxxed my [--] SVG questions This is Opus 4.5/4.6 level of detail and taste https://t.co/kDTqtp6vH7" [X Link](https://x.com/zephyr_z9/status/2019989134677536900) 2026-02-07T04:18Z 109.5K followers, 15.3K engagements "Castrating MS Research Asia due to Biden admin pressure turned out to be a blunder for Microsoft" [X Link](https://x.com/zephyr_z9/status/2020015084953551313) 2026-02-07T06:01Z 109.8K followers, 36.7K engagements "Just buy semis & AI supply chain players and be happy To see how much extra TAM the usd1tr of capex can get lets use Booking as an example: -you are Google and Meta capturing 80% of the usd7bn annual marketing expenses of Booking while running an "asset light" business. So thats usd5.5bn a year. Nice. -now google and meta https://t.co/eFFxpasCLM To see how much extra TAM the usd1tr of capex can get lets use Booking as an example: -you are Google and Meta capturing 80% of the usd7bn annual marketing expenses of Booking while running an "asset light" business. So thats usd5.5bn a year. Nice." [X Link](https://x.com/zephyr_z9/status/2020045199314178138) 2026-02-07T08:01Z 109.8K followers, 61.5K engagements "Pretty damn good Short videos will get commoditized by the end of this year Seedance V2 : two more examples next week will be fun 😬 https://t.co/a6TbgoPcyh Seedance V2 : two more examples next week will be fun 😬 https://t.co/a6TbgoPcyh" [X Link](https://x.com/zephyr_z9/status/2020517286210048074) 2026-02-08T15:17Z 109.8K followers, 25.3K engagements "Good for Corning and Fujikura If DRAM gets too expensive we can rig up 200km long loops of fiber optic cable and store our data in those instead If DRAM gets too expensive we can rig up 200km long loops of fiber optic cable and store our data in those instead" [X Link](https://x.com/zephyr_z9/status/2020518478319382762) 2026-02-08T15:21Z 109.9K followers, 33.9K engagements "Interesting Pretty sure AI video models will mog MAPPA at animation in [--] years I wonder what happens to animation studios @zephyr_z9 animate the fight sequence of gojo vs sukuna can't wait for [--] years for mappa studios to animate @zephyr_z9 animate the fight sequence of gojo vs sukuna can't wait for [--] years for mappa studios to animate" [X Link](https://x.com/zephyr_z9/status/2021491687332381012) 2026-02-11T07:49Z 110.1K followers, 16.2K engagements "Very strong model from GLM A bit behind Opus [---] but parity with Opus [---] at only 700B parameters" [X Link](https://x.com/zephyr_z9/status/2021628386272325956) 2026-02-11T16:52Z 110.1K followers, 23.1K engagements "Korea bros have set their sites on Minimax It's about to get fun of course https://t.co/wTr3WYDLjk of course https://t.co/wTr3WYDLjk" [X Link](https://x.com/zephyr_z9/status/2022195797375562105) 2026-02-13T06:27Z 110.1K followers, 29.2K engagements ""Any of these could rival Anthropic if given 300K H200s and [--] months" TRUE Companies with semi-frontier or frontier labs from memory: Alibaba (2+ labs) Ant BOSS Zhipin ByteDance DeepSeek Meituan MiniMax Moonshot OpenBMB RedNote StepFun Tencent Ubiquant Xiaomi zAI Any of these could rival Anthropic if given 300K H200s and [--] months Companies with semi-frontier or frontier labs from memory: Alibaba (2+ labs) Ant BOSS Zhipin ByteDance DeepSeek Meituan MiniMax Moonshot OpenBMB RedNote StepFun Tencent Ubiquant Xiaomi zAI Any of these could rival Anthropic if given 300K H200s and [--] months" [X Link](https://x.com/zephyr_z9/status/2022201069817016694) 2026-02-13T06:48Z 110.1K followers, 23.2K engagements "Anyone who thinks that the Nvidia-Groq deal was about solving CoWoS energy or HBM constraints is plainly wrong and doesn't understand the current paradigm of inference Groq deal creates another edge for Nvidia (it's not a magical game changer) Feynman and beyond may have substantial monolithic SRAM (2GB or more) like Groq not just a hierarchy of caches (L2 L1 per SM registers per SM) Now Nvidia's goal is to make inference faster or deliver the highest token throughput We are specifically talking about MoE (Mixture of Experts) inference here In an MoE model there are some experts (shared" [X Link](https://x.com/zephyr_z9/status/2004649996587860066) 2025-12-26T20:26Z 110.1K followers, 124.7K engagements "100M IOPS is probably meant for storing KV cache They believe that reasoning CoT would reach 1B-10B tokens during inference by [----] DRAM can't handle this This is genuinely fascinating lol. It feels like Nvidia wants to shift the architecture from a CPUDRAM model to a GPUSSD model. https://t.co/clYBiZ6Zcw This is genuinely fascinating lol. It feels like Nvidia wants to shift the architecture from a CPUDRAM model to a GPUSSD model. https://t.co/clYBiZ6Zcw" [X Link](https://x.com/zephyr_z9/status/2004859749079417242) 2025-12-27T10:19Z 110.1K followers, 68.6K engagements "Samsung has $70 billion in net cash on the books Lots of dry powder "Samsung Electronics possesses lines capable of producing [------] DRAM wafers per month. Adding up to [------] wafers of new capacity would mean a maximum 18% increase in DRAM production capability within a single year." LFG "Samsung Electronics possesses lines capable of producing [------] DRAM wafers per month. Adding up to [------] wafers of new capacity would mean a maximum 18% increase in DRAM production capability within a single year." LFG" [X Link](https://x.com/zephyr_z9/status/2019358449944113378) 2026-02-05T10:32Z 110.1K followers, 21.5K engagements "Crazy video produced using Seedance [---] Reimagined Wukong boss fight seedance [--] seedance [--] AI @AI [--] 10-2 [-----] [---] https://t.co/oWTHG2wI5v seedance [--] seedance [--] AI @AI [--] 10-2 [-----] [---] https://t.co/oWTHG2wI5v" [X Link](https://x.com/zephyr_z9/status/2021525451563508163) 2026-02-11T10:03Z 110.1K followers, 20K engagements "Craziest AI video I have ever seen Seedance made this MV ft. Kayne West. Its so well made that its going viral on Chinese internet. https://t.co/vUrlgIqVeX Seedance made this MV ft. Kayne West. Its so well made that its going viral on Chinese internet. https://t.co/vUrlgIqVeX" [X Link](https://x.com/zephyr_z9/status/2021711329594061057) 2026-02-11T22:21Z 110.1K followers, 530.4K engagements "Need a lot of WFE to generate this kind of revenue Forecast from @BenBajarin If cleanroom capacity can't be built then it will be acquired Great for semicaps If cleanroom capacity can't be built then it will be acquired Great for semicaps" [X Link](https://x.com/zephyr_z9/status/2022251334292869441) 2026-02-13T10:07Z 110.1K followers, 18.9K engagements "The interferometer is looking good" [X Link](https://x.com/zephyr_z9/status/1898015204103082441) 2025-03-07T14:17Z 110.1K followers, 171.5K engagements "It will generate nearly $10B in revenue for Broadcom Anthropic confirmed a new deal with Google $GOOGL Cloud to expand its use of up to [--] million TPUs and other cloud services worth tens of billions of dollars. The company will use the added capacity exceeding one gigawatt to train and serve future Claude models. https://t.co/dySedgiZir Anthropic confirmed a new deal with Google $GOOGL Cloud to expand its use of up to [--] million TPUs and other cloud services worth tens of billions of dollars. The company will use the added capacity exceeding one gigawatt to train and serve future Claude" [X Link](https://x.com/zephyr_z9/status/1981463139863712207) 2025-10-23T20:50Z 110.1K followers, 17.2K engagements "Another company to watch out for in the ASIC design space alongside Broadcom Alchip Mediatek Marvell and Arm IP design house GUC reported an ATH monthly revenue of NT$3.716 billion up 2.9% MonM and 150% YoY. GUC is $GOOGL's design partner and one of the few ASIC design players. This is a new monthly revenue record for the second consecutive month. Cumulative revenue for the first https://t.co/uJJTJzeKM8 IP design house GUC reported an ATH monthly revenue of NT$3.716 billion up 2.9% MonM and 150% YoY. GUC is $GOOGL's design partner and one of the few ASIC design players. This is a new monthly" [X Link](https://x.com/zephyr_z9/status/1986140642540724574) 2025-11-05T18:36Z 110.1K followers, 15.1K engagements "Interesting Google is using: - Tektronix (part of Fortive) Oscilloscope for testing/debugging - Parker Hannifin multi-purpose hoses Google $GOOGL just officially dropped its 7th generation TPU named Ironwood & it is an ABSOLUTE BEAST Google is the only full-stack company in the A.I. game and that will payoff big time for them I think. This video is also STUNNING. 🤯 https://t.co/qqLOgxz4zS Google $GOOGL just officially dropped its 7th generation TPU named Ironwood & it is an ABSOLUTE BEAST Google is the only full-stack company in the A.I. game and that will payoff big time for them I think." [X Link](https://x.com/zephyr_z9/status/1987241308713591026) 2025-11-08T19:30Z 110.1K followers, 26K engagements "Apple is trying to boost the gross margins on iPhone now that hardware revenue is falling/slowed down. Qualcomm lost modems Sony/Samsung will lose sensors. I won't be surprised if they go after display/screen next. (LG/Samsung under threat) Huge L for Sony and Samsung's opportunity is also capped now Huge L for Sony and Samsung's opportunity is also capped now" [X Link](https://x.com/zephyr_z9/status/1987800883804197075) 2025-11-10T08:33Z 110.1K followers, 43.5K engagements "Study the supply chain anon Tamura Corp $6768 makes soldering materials for PCBs and components for transformers. Up 12% today. Revised its forecasted revenue next year up 7%. Tamura Corp $6768 makes soldering materials for PCBs and components for transformers. Up 12% today. Revised its forecasted revenue next year up 7%" [X Link](https://x.com/zephyr_z9/status/1987906174726054241) 2025-11-10T15:32Z 110.1K followers, 72.7K engagements "That article is wrong $GDS and $VNET revenue would have gone down if that were the case Good WSJ story showing that US export controls on AI chips are working. This is our best - and only - lever to slow down China on AI. Now that the strategy is producing real results we should double down and close loopholes not take our foot off the gas. https://t.co/aQDnCcKb8C Good WSJ story showing that US export controls on AI chips are working. This is our best - and only - lever to slow down China on AI. Now that the strategy is producing real results we should double down and close loopholes not take" [X Link](https://x.com/zephyr_z9/status/1988633271924641949) 2025-11-12T15:41Z 110K followers, 10.2K engagements "Wow Jensen is a killer The OEMs are getting shafted from behind Big L for Dell SuperMicro Lenovo et al Big W for the ODMs - Foxconn Wistron Quanta Inventec A very important question by a JPM analyst in Wistron's Q3 call yesterday which has been circulated in the supply chain since October. "NVIDIA appears to be planning a major shift in its business modelmoving away from selling the board (Bianca Port UPB) and instead directly https://t.co/ssxkI1bH5M A very important question by a JPM analyst in Wistron's Q3 call yesterday which has been circulated in the supply chain since October. "NVIDIA" [X Link](https://x.com/zephyr_z9/status/1988759364665286862) 2025-11-13T00:02Z 110.1K followers, 133.8K engagements "LMAO Marvell and Amazon took massive Ls Great for Nvidia SHORT MARVELL AWS Tranium [--] encountered with redesign issue again lately. As a result its mass production starting time might be delayed from originally end-1Q26 to end-2Q26. Meanwhile AWS also introduced Broadcom into its Tranium [--] supply chain: https://t.co/lKCutcpJOI AWS Tranium [--] encountered with redesign issue again lately. As a result its mass production starting time might be delayed from originally end-1Q26 to end-2Q26. Meanwhile AWS also introduced Broadcom into its Tranium [--] supply chain: https://t.co/lKCutcpJOI" [X Link](https://x.com/zephyr_z9/status/1990592015319601545) 2025-11-18T01:24Z 110.1K followers, 77.7K engagements "M9 will create problems Compute tray PCB: Unimicron & Victory Giant Tech (stock up 600% can't buy as it is listed on Mainland China) CCL: Doosan (listed in Korea so can't buy) Switch Tray PCB: Victory Giant Tech & WUS Printed Circuit CCL: Shengyi & EMC Korea Meritz Securities: Vera Rubin PCB/CCL Trends Currently material sample submissions for Rubins PCB/CCL began starting in September and the program has entered the full-scale material qualification phase. If no major design change occurs it is expected that system Korea Meritz Securities: Vera Rubin PCB/CCL Trends Currently material sample" [X Link](https://x.com/zephyr_z9/status/2003055492957077738) 2025-12-22T10:50Z 110.1K followers, 14.2K engagements "Furukawa Electric trading at 20x PE always surprises me" [X Link](https://x.com/zephyr_z9/status/2003754357200949434) 2025-12-24T09:07Z 110K followers, 67.6K engagements "Look at the growth in [----] anon This also means that TSMC will massively increase CoWoS equipment purchases and build new plants Thats a fucking insane number. https://t.co/kvDOU4WYrc Thats a fucking insane number. https://t.co/kvDOU4WYrc" [X Link](https://x.com/zephyr_z9/status/2007978235699839460) 2026-01-05T00:51Z 110.1K followers, 25.1K engagements "Plz raise CAPEX C.C. Wei Prepare for $tsm earnings this evening/morning at a moment in time when they have 120% more demand than capacity. Prepare for $tsm earnings this evening/morning at a moment in time when they have 120% more demand than capacity" [X Link](https://x.com/zephyr_z9/status/2011614654464999740) 2026-01-15T01:41Z 110K followers, 20.8K engagements "@illyquid They have competition from Taiwan Glass M9 adopting Q glass but the demand is super high and supply too tight" [X Link](https://x.com/zephyr_z9/status/2013125794806354057) 2026-01-19T05:46Z 110.1K followers, [----] engagements ""Solving the latency and bandwidth problem by using DRAM located centimeters rather than HBM." @zephyr_z9 Seems to increase the chance of the tpuv8 rumor being true no Especially considering google is known for thinking outside the box and focusing on cost. @zephyr_z9 Seems to increase the chance of the tpuv8 rumor being true no Especially considering google is known for thinking outside the box and focusing on cost" [X Link](https://x.com/zephyr_z9/status/2018372397129421265) 2026-02-02T17:14Z 110.1K followers, 43.9K engagements "Bannon talks like a 4chan chud" [X Link](https://x.com/zephyr_z9/status/2018599425875309044) 2026-02-03T08:16Z 110.1K followers, 46.6K engagements "Qcom is in a super bad spot They had 75% market share in China's automotive SoC market Xiaomi and BYD are launching their own SoCs while Huawei is taking away market share from them Smartphone sales will contract for the next [--] years AI200/AI250 is likely a scam Two silver linings - everyone except Apple/Huawei uses their AR1 chip in their AR glasses. Edge AI may start taking off by mid [----] Visual approximation of $ARM management watching Nuvia // $QCOM implode despite losing the legal battle over ALA transferablity and overlap interpretation. https://t.co/AyyCivAFME Visual approximation of" [X Link](https://x.com/zephyr_z9/status/2018630024719729059) 2026-02-03T10:17Z 109.9K followers, 81.6K engagements "I haven't talked much about this on Twitter But the IoT + Edge market (especially if the ASP of the product in which memory is used is low) will get rekt this year We have covered what's happening in that market in the Semis Memo: https://www.citriniresearch.com/p/semis-memo-muscle-memory https://www.citriniresearch.com/p/semis-memo-muscle-memory" [X Link](https://x.com/zephyr_z9/status/2018678057708519517) 2026-02-03T13:28Z 110K followers, 22.4K engagements "Lip Bu Tan: Memory is the biggest constraint for AI rn even bigger than power and fab capacity. No relief till 2028" [X Link](https://x.com/zephyr_z9/status/2018749698413322633) 2026-02-03T18:13Z 110K followers, 153.9K engagements ""Its roughly [---] Starship launches to get them to a gigawatt in space." So each launch adds [----] MW of compute or [--] kW/ton (if mass to LEO is [---] tons for each Starship launch) SemiAnalysis CEO @dylan522p: There's a bet between the Heads of Compute at xAI and Anthropic over what percentage of worldwide datacenter capacity is in space by the end of [----]. The bar is 1%. So the xAI guy is really bullish." I take the under on 1% by [--] because thats https://t.co/fYyY4RHFfa SemiAnalysis CEO @dylan522p: There's a bet between the Heads of Compute at xAI and Anthropic over what percentage of" [X Link](https://x.com/zephyr_z9/status/2018889981998370980) 2026-02-04T03:30Z 110K followers, 87.1K engagements "DIGITIMES: Legacy SLC/MLC NAND Q2 [--] contract prices are rumored to see YoY increases of up to 400500%" [X Link](https://x.com/zephyr_z9/status/2018938579716825350) 2026-02-04T06:44Z 110.1K followers, 39.7K engagements "Interesting Elon's team visited GCL Group (their subsidiary GCL Optoelectronics makes perovskite cells) Lots of interest in perovskite solar cells after Elon's team visited Chinese solar companies. Let me provide a quick overview of what's happening in the Chinese perovskite ecosystem. Pervoskite is still mostly in R&D phase but some megawatt-class pilot lines have been announced. Lots of interest in perovskite solar cells after Elon's team visited Chinese solar companies. Let me provide a quick overview of what's happening in the Chinese perovskite ecosystem. Pervoskite is still mostly in" [X Link](https://x.com/zephyr_z9/status/2019006949703245848) 2026-02-04T11:15Z 110.1K followers, 23K engagements "ABF substrate will have a multi year supply shortage every player will benefit from it AT&S is the cheapest one available and I think they will get big orders Not only Ibiden Unimicron and other companies EMIB-T solutions are also under development. Not only Ibiden Unimicron and other companies EMIB-T solutions are also under development" [X Link](https://x.com/zephyr_z9/status/2019028245358989473) 2026-02-04T12:40Z 110.1K followers, 33.7K engagements "Crazy diss from Anthropic aimed at OpenAI for introducing ads in ChatGPT Who is running the Ads department at Anthropic" [X Link](https://x.com/zephyr_z9/status/2019055509450498447) 2026-02-04T14:28Z 110.1K followers, 244.4K engagements "Qualcomm down 23% since my call in early December Android market about to get crushed this year https://t.co/gQqV7JEp7p Android market about to get crushed this year https://t.co/gQqV7JEp7p" [X Link](https://x.com/zephyr_z9/status/2019227548568477979) 2026-02-05T01:52Z 110.1K followers, 21.6K engagements "Bad news for Qualcomm was released weeks ago WOW This is much bigger than I thought 20% cut "Xiaomi and OPPO have reduced their forecasts by more than 20% vivo by nearly 15% and Transsion to below [--] million units mainly impacting mid-to-low-end models and overseas products." WOW This is much bigger than I thought 20% cut "Xiaomi and OPPO have reduced their forecasts by more than 20% vivo by nearly 15% and Transsion to below [--] million units mainly impacting mid-to-low-end models and overseas products."" [X Link](https://x.com/zephyr_z9/status/2019247806054384125) 2026-02-05T03:12Z 110.1K followers, 18.8K engagements "Demis has been quite clear about his AGI timelines (5 years) If $GOOGL was really AI pilled they should abandon GCP entirely and hoard all the infra and model magic for themselves. If you get something close to AGI why would you let any other company use it If $GOOGL was really AI pilled they should abandon GCP entirely and hoard all the infra and model magic for themselves. If you get something close to AGI why would you let any other company use it" [X Link](https://x.com/zephyr_z9/status/2019263155629953421) 2026-02-05T04:13Z 110.1K followers, 46.5K engagements "President is pushing BYOG .@POTUS: AI is going to be maybe the biggest thing bigger than the Internet bigger than anything else. We are leading China by a lot. We are leading everybody by a lot. I came up with a concept: each data center that is built is going to generate their own electricity. https://t.co/wUxqGf0XoO .@POTUS: AI is going to be maybe the biggest thing bigger than the Internet bigger than anything else. We are leading China by a lot. We are leading everybody by a lot. I came up with a concept: each data center that is built is going to generate their own electricity." [X Link](https://x.com/zephyr_z9/status/2019264574755860570) 2026-02-05T04:19Z 110K followers, 38.3K engagements "Infineon raising prices LFG Legacy semis are so bacc Infineon Infineon https://t.co/BOoIdTPk8x Infineon Infineon https://t.co/BOoIdTPk8x" [X Link](https://x.com/zephyr_z9/status/2019266148643271079) 2026-02-05T04:25Z 110.1K followers, 27.5K engagements ""Samsung Electronics possesses lines capable of producing [------] DRAM wafers per month. Adding up to [------] wafers of new capacity would mean a maximum 18% increase in DRAM production capability within a single year." LFG Exclusive Samsung to Expand DRAM Capacity for HBM4 by [------] Wafers per Month Samsung Electronics is embarking on an initiative to increase its new DRAM production capacity by nearly 20% this year centered around its Pyeongtaek Plant [--] (P4). The core of this expansion is to https://t.co/yZwmesq241 Exclusive Samsung to Expand DRAM Capacity for HBM4 by [------] Wafers per Month" [X Link](https://x.com/zephyr_z9/status/2019288369768067452) 2026-02-05T05:53Z 110.1K followers, 53.2K engagements "@teortaxesTex did u ever sell" [X Link](https://x.com/zephyr_z9/status/2019318604601389301) 2026-02-05T07:54Z 110K followers, [----] engagements "Interesting Chinese gov is restricting memory exports and even networking equipment makers will see a 4%-5% margin contraction due to high DDR4/DDR3 prices" [X Link](https://x.com/zephyr_z9/status/2019363789007909117) 2026-02-05T10:53Z 110.1K followers, 53.8K engagements "Metric to watch AI DROVE 7% OF JANUARY JOB CUTS: CHALLENGER https://t.co/tKTAEDRFQr AI DROVE 7% OF JANUARY JOB CUTS: CHALLENGER https://t.co/tKTAEDRFQr" [X Link](https://x.com/zephyr_z9/status/2019401489756876943) 2026-02-05T13:23Z 110.1K followers, 38.2K engagements "Amon: IT'S NOT A DEMAND ISSUE IT'S A MEMORY SUPPLY ISSUE. Interesting contrast Qualcomm/Android is framing it as a supply constraint while Tim Apple is calling memory a "cost pressure" Apples Q1 [----] earnings call provided a number of insights. Below are the key takeaways from a memory sector perspective: Earnings call transcript: https://t.co/6uSjiUELm3 [--]. Apple highlighted two major uncertainties in its hardware supply chain: advanced nodes and memory. The Apples Q1 [----] earnings call provided a number of insights. Below are the key takeaways from a memory sector perspective: Earnings call" [X Link](https://x.com/zephyr_z9/status/2019463642450731315) 2026-02-05T17:30Z 110K followers, 18.4K engagements "Twink Altman launching GPT [---] Codex and demolishing Opus [---] (65.4%) in minutes is a fitting response Big Codex drop Sam can save himself from yesterday's PR disaster if he has a nice dunk on Anthropic Big Codex drop Sam can save himself from yesterday's PR disaster if he has a nice dunk on Anthropic" [X Link](https://x.com/zephyr_z9/status/2019478267577639202) 2026-02-05T18:28Z 110K followers, 147.9K engagements "Interesting Nvidia is taking HBM very seriously (mostly for the custom base die yield and test) : https://t.co/fVH9R5lea2 : https://t.co/fVH9R5lea2" [X Link](https://x.com/zephyr_z9/status/2020032049818849790) 2026-02-07T07:09Z 110.1K followers, 32.8K engagements "Tokyo Electron is losing market share in China https://t.co/4HMfxUd5JB https://t.co/4HMfxUd5JB" [X Link](https://x.com/zephyr_z9/status/2020137311418130486) 2026-02-07T14:07Z 110.1K followers, 26.1K engagements "2.5x speedup and 6x price increase Small batch size Total throughput of the system takes a giant hit on increasing tokens/user/sec Our teams have been building with a 2.5x-faster version of Claude Opus [---]. Were now making it available as an early experiment via Claude Code and our API. Our teams have been building with a 2.5x-faster version of Claude Opus [---]. Were now making it available as an early experiment via Claude Code and our API" [X Link](https://x.com/zephyr_z9/status/2020225423158964502) 2026-02-07T19:57Z 110.1K followers, 46.4K engagements "Furukawa Electric is finally trading at a respectable 35x PE Furukawa Electric trading at 20x PE always surprises me https://t.co/V2P73n4RmD Furukawa Electric trading at 20x PE always surprises me https://t.co/V2P73n4RmD" [X Link](https://x.com/zephyr_z9/status/2020760511080538320) 2026-02-09T07:23Z 110.1K followers, 39.6K engagements "Will be quite funny if GLM releases a model with DSA before the Whale GLM [--] is 2x the total parameter of GLM [---] + deepseek sparse attention for efficient long context this is going to be a crazy model https://t.co/sAhETcOdTu GLM [--] is 2x the total parameter of GLM [---] + deepseek sparse attention for efficient long context this is going to be a crazy model https://t.co/sAhETcOdTu" [X Link](https://x.com/zephyr_z9/status/2020839060819103772) 2026-02-09T12:35Z 110.1K followers, 34.6K engagements "The most important thing that InP bulls should monitor is the price of 7N High Purity Indium $AXTI - 7N high purity Indium hit over $1K+ USD and has increased parabolically over the last three months. This is a derivative reflection of price hikes. There's two nuances: [--]. This is local SMM pricing (China controls 70%+ of the supply chain). Hyperscalers from https://t.co/GQWkJaoEOC $AXTI - 7N high purity Indium hit over $1K+ USD and has increased parabolically over the last three months. This is a derivative reflection of price hikes. There's two nuances: [--]. This is local SMM pricing (China" [X Link](https://x.com/zephyr_z9/status/2021146829832815058) 2026-02-10T08:58Z 110K followers, 23.5K engagements "Must read Kimi Agent Swarm blog is here 🐝 https://t.co/XjPeoRVNxG Kimi can spawn a team of specialists to: - Scale output: multi-file generation (Word Excel PDFs slides) - Scale research: parallel analysis of news from [--------] - Scale creativity: a book in [--] writing styles https://t.co/ElTzf3ksQe Kimi Agent Swarm blog is here 🐝 https://t.co/XjPeoRVNxG Kimi can spawn a team of specialists to: - Scale output: multi-file generation (Word Excel PDFs slides) - Scale research: parallel analysis of news from [--------] - Scale creativity: a book in [--] writing styles https://t.co/ElTzf3ksQe" [X Link](https://x.com/zephyr_z9/status/2021147320973213760) 2026-02-10T09:00Z 110.1K followers, 25.4K engagements "Is Anthropic's vesting structure different from other labs Many people are leaving labs with tons of resources (while legends from pre-AI software are joining the labs). What is most remarkable to me is that the first group seems confident they'll build new companies outside. Anthropic folks are skeptical about that. Many people are leaving labs with tons of resources (while legends from pre-AI software are joining the labs). What is most remarkable to me is that the first group seems confident they'll build new companies outside. Anthropic folks are skeptical about that" [X Link](https://x.com/zephyr_z9/status/2021151853694669015) 2026-02-10T09:18Z 110.1K followers, 27.4K engagements ""Global equity Deriv Commodities" falling for scams and threatening others I don't wanna go full @teortaxesTex mode on this guy but he is certainly asking for it I deleted that tweet because this person @SnlSgh started threatening me for some reason https://t.co/Isl1GdHNK5 I deleted that tweet because this person @SnlSgh started threatening me for some reason https://t.co/Isl1GdHNK5" [X Link](https://x.com/zephyr_z9/status/2021166666093076652) 2026-02-10T10:17Z 110.1K followers, 19K engagements "Burry doing Technical analysis astrology on the TL WTF I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE" [X Link](https://x.com/zephyr_z9/status/2021170942517412158) 2026-02-10T10:34Z 110.1K followers, 64.2K engagements "@SnlSgh @teortaxesTex I have a question Ur profile mentions "global equity deriv commodities" But how did u fell for a such an obvious scam on twitter" [X Link](https://x.com/zephyr_z9/status/2021174767810670643) 2026-02-10T10:49Z 110K followers, [---] engagements ""Rubin racks alone will account for 13% of total global NAND demand next year." Btw none of the financial analysts had modeled this demand before Jensen announced it at CES Morgan Stanley expects [-----] NVIDIA Rubin racks to ship next year and models that the KV-cache SSDs and ICMS consumed by these Rubin racks alone will account for 13% of total global NAND demand next year. $SNDK Morgan Stanley expects [-----] NVIDIA Rubin racks to ship next year and models that the KV-cache SSDs and ICMS consumed by these Rubin racks alone will account for 13% of total global NAND demand next year. $SNDK" [X Link](https://x.com/zephyr_z9/status/2021203613016867249) 2026-02-10T12:44Z 110.1K followers, 36.1K engagements "DC buildout takes time [---] Codex (Feb 26) is the first model trained on Blackwell even though it was launched in early [----] Only [--] lab has a truly independent RL & data pipeline (DeepSeek and it took them over [--] months to achieve it) "China has maintained its AI trajectory and continued to close the gap with US models despite US export controls and a huge capex disparity." @Bloomberg https://t.co/8sH7MvpukB "China has maintained its AI trajectory and continued to close the gap with US models despite US export controls and a huge capex disparity." @Bloomberg https://t.co/8sH7MvpukB" [X Link](https://x.com/zephyr_z9/status/2021252573349470659) 2026-02-10T15:59Z 110.1K followers, 20.5K engagements "@atelicinvest Composer [--] was GLM 4.5/4.6" [X Link](https://x.com/zephyr_z9/status/2021270319487386032) 2026-02-10T17:09Z 110K followers, [---] engagements "@Tsucks6432 Not too sure Glm [---] & Kimi k2.5 are damn good" [X Link](https://x.com/zephyr_z9/status/2021270822191759603) 2026-02-10T17:11Z 110K followers, [---] engagements "The old days @teortaxesTex You are forgetting zhipuAi yi bytedance alibaba @teortaxesTex You are forgetting zhipuAi yi bytedance alibaba" [X Link](https://x.com/zephyr_z9/status/2021272003047764109) 2026-02-10T17:16Z 110K followers, 16.1K engagements "WOW "BYD's Sodium Ion battery can support [-----] cycles & has [--] yr warranty. Operates from [---] to +60 C. Can support 4C charging & 6C discharge." BYD announces its progress on Sodium Ion & Solid State Battery. GWh scale SSB is getting built right now & will install on small # of models in [----]. It will support fast charging long service life even in -30C climate. Its SIB is already in 3rd gen. Can support [-----] cycles & https://t.co/zDkSCnj2Ua BYD announces its progress on Sodium Ion & Solid State Battery. GWh scale SSB is getting built right now & will install on small # of models in 2027." [X Link](https://x.com/zephyr_z9/status/2021326087788048642) 2026-02-10T20:51Z 110.1K followers, 26.4K engagements "GAAFET Ramp 2026" [X Link](https://x.com/zephyr_z9/status/2021345050375106633) 2026-02-10T22:06Z 110.1K followers, 11.3K engagements "@vikramskr tiktok too" [X Link](https://x.com/zephyr_z9/status/2021488234774266365) 2026-02-11T07:35Z 110K followers, [----] engagements ""The model is very fast on the app" Looks like V4 mini is here A new DeepSeek model is coming The model appears to be available on the mobile app first. On the mobile app Im seeing a May [----] knowledge cutoff while the website shows a July [----] cutoff date The model is very fast on the app https://t.co/AOQ4bXbWqR A new DeepSeek model is coming The model appears to be available on the mobile app first. On the mobile app Im seeing a May [----] knowledge cutoff while the website shows a July [----] cutoff date The model is very fast on the app https://t.co/AOQ4bXbWqR" [X Link](https://x.com/zephyr_z9/status/2021511730338349093) 2026-02-11T09:08Z 110.1K followers, 20.9K engagements "It's 285B Wonder what the active parameters are @teortaxesTex do u think the active param ratio will be below 1% @zephyr_z9 @yifan_zhang_ @gpuhell @RYANHINGSHING 285685🤯 @zephyr_z9 @yifan_zhang_ @gpuhell @RYANHINGSHING 285685🤯" [X Link](https://x.com/zephyr_z9/status/2021520403160764597) 2026-02-11T09:43Z 110.1K followers, 18.3K engagements "@frontier_foid Why is it for the next release after that Something like v4.5" [X Link](https://x.com/zephyr_z9/status/2021619598991495650) 2026-02-11T16:17Z 110.1K followers, [---] engagements "@frontier_foid wait. so the big boi will launch soon as well" [X Link](https://x.com/zephyr_z9/status/2021620200995738026) 2026-02-11T16:19Z 110.1K followers, [---] engagements "U guys should also look into the players listed in Hong Kong Shanghai IC fund getting 11x more capital to back domestic chip players and you dont want to be long $ACMR anon Shanghai IC fund getting 11x more capital to back domestic chip players and you dont want to be long $ACMR anon" [X Link](https://x.com/zephyr_z9/status/2021624673587306809) 2026-02-11T16:37Z 110.1K followers, 20.1K engagements "@Alex_Intel_ @insane_analyst legacy" [X Link](https://x.com/zephyr_z9/status/2021626330152943752) 2026-02-11T16:44Z 110.1K followers, [---] engagements "RT @zephyr_z9: "200 tons of copper per gigawatt of AI demand" I think u misread the Nvidia 800V blog The [---] tons figure is for rack busbar" [X Link](https://x.com/zephyr_z9/status/2021629529509568882) 2026-02-11T16:56Z 110.1K followers, [---] engagements "@_thomasip i highly doubt that many models very close to opus 4.5/ [---] codex exist" [X Link](https://x.com/zephyr_z9/status/2021637321133797789) 2026-02-11T17:27Z 110.1K followers, [----] engagements "@mweinbach context is still 128k" [X Link](https://x.com/zephyr_z9/status/2021638227871117765) 2026-02-11T17:31Z 110.1K followers, [---] engagements "RT @ArtificialAnlys: GLM-5 is the new leading open weights model GLM-5 leads the Artificial Analysis Intelligence Index amongst open weigh" [X Link](https://x.com/zephyr_z9/status/2021680183258865823) 2026-02-11T20:18Z 110.1K followers, [--] engagements "RT @Citrini7: The AI trade has turned vicious - far from the sanguine rally in the supply chain it is now pricing risk in from B2B SaaS to" [X Link](https://x.com/zephyr_z9/status/2021686454729019724) 2026-02-11T20:43Z 110.1K followers, [--] engagements "RT @synthwavedd: gemini-3.1-pro-preview" [X Link](https://x.com/zephyr_z9/status/2021716786375426398) 2026-02-11T22:43Z 110K followers, [--] engagements "OpenAI down bad" [X Link](https://x.com/anyuser/status/1859365866170876256) 2024-11-20T22:39Z 110.1K followers, 118.8K engagements "Altman & half of D.C. see this face in their nightmares twitter hype is out of control again. we are not gonna deploy AGI next month nor have we built it. we have some very cool stuff for you but pls chill and cut your expectations 100x twitter hype is out of control again. we are not gonna deploy AGI next month nor have we built it. we have some very cool stuff for you but pls chill and cut your expectations 100x" [X Link](https://x.com/zephyr_z9/status/1881260529806942713) 2025-01-20T08:40Z 110.1K followers, 86.7K engagements "For anyone worried about Chinese gov stopping the open sourcing of Deepseek models after this Deepseek was releasing R1 today Wenfeng was securing AGI compute https://t.co/Wo4K0m5S6C Deepseek was releasing R1 today Wenfeng was securing AGI compute https://t.co/Wo4K0m5S6C" [X Link](https://x.com/anyuser/status/1881610117462028785) 2025-01-21T07:49Z 110.1K followers, 90K engagements "Whale has the Mandate of Heaven now" [X Link](https://x.com/anyuser/status/1891453696971600117) 2025-02-17T11:44Z 110.1K followers, 470.4K engagements "Massive release from SiCarrier/Huawei They went ALL IN" [X Link](https://x.com/zephyr_z9/status/1904777346667729197) 2025-03-26T06:08Z 110.1K followers, 245.6K engagements "be Yang Zhilin absolute legend creates XLNet at Google basically teaches BERT a lesson in "hold my beer" leaves to start own thing calls it "Moonshot" because of course he did the man is 100% Pink Floyd-pilled 2024: Drops an LLM with a [--] MILLION context window even bigger than Gemini [---]. The internet collectively loses its mind. Servers are on fire. January 2025: The Deepseek Moment Out of nowhere a whale emerges The entire AI hype beast media who have the attention span of a goldfish immediately swarms to the new shiny thing. "Moonshot is cooked." "Should have just been an API wrapper bro."" [X Link](https://x.com/zephyr_z9/status/1962903433813647555) 2025-09-02T15:40Z 110.1K followers, 236.9K engagements "LLaMA dev at Meta [----] just finished "training" LLaMA [--] Maverick on [------] H100s cost more than Zuck's entire Hawaiian bunker complex we're gonna own these Chinese open-source posers @teortaxesTex on Twitter posts a link to a paper from "DeepSeek" some guys from Hangzhou their model "R1" is topping the charts lol probably just overfitted trash boss runs into the bullpen face whiter than a sheet "THEY DID WHAT ON [----] GPUS" mfw their paper shows R1 was trained on a fraction of our compute their architecture is some galaxy-brain shit we didn't think of absolute panic Zuck's personal android" [X Link](https://x.com/zephyr_z9/status/1963250319879708800) 2025-09-03T14:38Z 110.1K followers, 200.9K engagements "be Dario Amodei [----] working at OpenAI suddenly get a case of the super ethical fear feels about GPT-2 "We can't release this The misalignment risk is too high The paperclips Think of the paperclips" quit in a huff of sanctimony to start my own AI company Anthropic our mission: to build a "safe" AI that is completely utterly and totally harmless translation: so cucked it will actively refuse to tell you a joke if the punchline could be construed as micro-aggressive need funding look for people who are also terrified of a future where an AI might hurt someone's feelings find my people: the" [X Link](https://x.com/zephyr_z9/status/1965155020761936269) 2025-09-08T20:47Z 110.1K followers, 617.2K engagements "be nvidia want to sell more GPUs to china why check the CUDA developer stats ohfugg.jpg half of them are chad chinese developers see them starting to play with Huawei's "Ascend" chips mfw the two biggest inference engines (vLLM SGLang) were literally made by them realize you're losing the people who build your entire goddamn ecosystem suddenly feel like you're selling a game console but the best game devs are switching to a new one "We are how you say profoundly and deeply f**ked." - Jensen probably You have to ask - why is Nvidia so obsessed with selling to China Why not put our American" [X Link](https://x.com/zephyr_z9/status/1966785896705126458) 2025-09-13T08:47Z 110.1K followers, 107.1K engagements "be [--] year old Taiwanese STEM grad top 10% of class land prestigious job at world-famous ODM sweatshop starting salary: 22K NTD/month same as [----] intern subsidy boss proudly announces 0.5% raise beats inflation if you dont eat shareholders pocket record profits buy 5th luxury condo in Taipei I rent a [--] ping taofang with a balcony illegally bolted to the wall balcony collapses landlord keeps deposit for renovation check GDP per capita: $33k wonder if Im a rounding error calculate I can own a house in [--] years dating app bio: Looking for co-signer not soulmate match rate: [--] even ghosts swipe" [X Link](https://x.com/zephyr_z9/status/1967182951424389343) 2025-09-14T11:05Z 110.1K followers, 313.3K 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 [---] days call it Colossus local grid: lol no rent every diesel generator on the continent create [---] exaflops cloud of doom train Grok-1 ship in [--] months train Grok-2 ship in [--] both still think 2+2=potato whatever Grok-3 drops [--] compute actually passes math turn RL compute dial to [--] for Grok-4" [X Link](https://x.com/zephyr_z9/status/1967281087547346970) 2025-09-14T17:35Z 110.1K followers, 1.7M engagements "be Wang Xingxing [----] 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 90% challenge accepted.jpg found Unitree next Tuesday with $27 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](https://x.com/zephyr_z9/status/1967615756083806470) 2025-09-15T15:45Z 110.1K followers, 53.9K engagements "be a [--] year old NAND trader who still lives with mom 2023: suppliers slash wafer starts like its a Black Friday clearance prices stop falling everyone shocked Pikachu face 2025: smartphone refresh cycle kicks in OEMs suddenly need [--] TB to hold [--] TikTok drafts GenAI bros discover 8-sec AI video = [---] MB a pop Googles Flow cranks out [---] M clips in [--] days storage equivalent of every Marvel movie do quick maffs: [---] M [---] MB = [--] PB of fresh NAND thirst back-of-envelope model with nano banana for scale result: holy potassium DCs duplicate it [--] (hot/warm/cold) so [--] PB [---] PB real demand HDD" [X Link](https://x.com/anyuser/status/1967657315269800241) 2025-09-15T18:30Z 110.1K followers, 91.7K engagements "be CFO of Lululemon [----] earnings call opens like a funeral dirge Americas revenue limps +1% comparable sales down 4% U.S. foot traffic nosedives 8.5% stores emptier than my exs heart CEO on mic: product assortment feels stale translation: weve been reskinning the same black legging since [----] meanwhile Vuori bros doing pushups on $1B revenue Alo Yoga opens 100th sanctuary store selling zen flavored spandex our R&D budget went to renaming Luon to Luon [---] and adding one extra seam customer walks in tags still $128 walks right back out to ONs 21% growth rocket China saves the quarter: +25% but" [X Link](https://x.com/zephyr_z9/status/1967720332745146601) 2025-09-15T22:41Z 110.1K followers, 324.8K engagements "be me Elon "GPU golem" Musk "we're gonna build a [--] M sqft GPU temple in [--] months get the warehouse keys" entire OpenAI campus still arguing over lunch menu I already poured 40k yards of concrete power lol just buy a dead Duke Energy plant in Mississippi regulators let me spin turbines without a permit Tennessee eco-twitter: "no gas turbines in Memphis" move [---] ft south "what turbines" rent [---] MW of Solaris turbines literally Airbnb for gas NYSE shows xAI = [--] % of Solaris order book stock ticker changes to "$ELON_NEED_POWER" Oracle still waiting for concrete to cure I already have 119" [X Link](https://x.com/zephyr_z9/status/1968069341376868445) 2025-09-16T21:47Z 110.1K followers, 201.1K engagements "5-foot-nothing Masayoshi caffeine-based lifeform grandpa smuggled out of Korea I smuggle Pong machines into Cali dorms professor says kid your translator is neat Sharp writes check for $1.7M return to Japan tell mom Im a bank now she still asks when Ill marry 1981: start SoftBank selling floppy disks out of a Subway sandwich shop magazine + software = media empire basically Spotify for MS-DOS buy COMDEX for giggles party so hard even Vegas files HR complaint 1995: Yahoo looks like nerdy goldmine buy 35% for $100M create Yahoo Japan it prints money faster than BOJ can devalue it 1999: meet" [X Link](https://x.com/zephyr_z9/status/1968750496929452139) 2025-09-18T18:54Z 110.1K followers, 138K 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 [--] overpriced boat gas because ethics BASF looks at bill Thyssen looks at bill both pack [--] bn and ghost to Texas China decides BYD BMW cancels orders like bad Tinder date USA threatens [--] % 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 [--] % job slots empty even the robots" [X Link](https://x.com/zephyr_z9/status/1969022222636323327) 2025-09-19T12:54Z 110.1K followers, 678K engagements "be me mid-tier autist with RH gold and a gut feeling June 2025: normies chasing NVIDIA at [---] earnings Im buying boring Sandisk & Seagate calls so out-of-the-money theyre basically orbit FinTwit laughs: HDDs are the new dial-up bro AI video drops 1-hr clip = [---] GB bigger than my first [--] laptops combined every hyperscaler on Earth suddenly needs a exabyte just for the cat-filter model September: Sandisk +300 % Seagate +200 % my 10k yolo now a down-payment on a lambo analysts call it THE MEMORY SUPERCYCLE like they didnt just learn the word yesterday hot storage = NVMe buns fresh off the grill" [X Link](https://x.com/zephyr_z9/status/1970109946030129635) 2025-09-22T12:56Z 110.1K followers, 92K engagements "Alibaba Qwen officially achieves frontier lab status LFG" [X Link](https://x.com/zephyr_z9/status/1970587657421156622) 2025-09-23T20:34Z 110.1K followers, 106.4K engagements "Jensen running the whole game like a gangsta" [X Link](https://x.com/zephyr_z9/status/1972150965563543695) 2025-09-28T04:06Z 110.1K followers, 110.4K 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 [----] to 6M WPM in 2029-30" [X Link](https://x.com/anyuser/status/1973715586279706801) 2025-10-02T11:44Z 110.1K followers, 602.1K engagements "BRUH long $SPRB. my price target is $500. rare disease is my specialty. the ERT for Sanfilippo will be approved (CMC notwithstanding) and be the new standard of care. long $SPRB. my price target is $500. rare disease is my specialty. the ERT for Sanfilippo will be approved (CMC notwithstanding) and be the new standard of care" [X Link](https://x.com/anyuser/status/1975277599711764825) 2025-10-06T19:10Z 110.1K followers, 218K engagements "Grid upgrades incoming boys Lots of good picks here Trump: Our grid is old and tired Trump: Our grid is old and tired" [X Link](https://x.com/anyuser/status/1975429283880575471) 2025-10-07T05:13Z 110.1K followers, 279.1K engagements "be The Information's star "finance" reporter failed 8th grade math but own [--] Hermes bags so whatever leaked Oracle slide: $900 M revenue $125 M gross $100 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 [---] call him a bigot realize whole story is "hotel" [X Link](https://x.com/zephyr_z9/status/1975640877461913881) 2025-10-07T19:14Z 110.1K followers, 248.7K engagements "Andrew Tulloch "the PyTorch King" is back at Meta He at least got a [--] Billion Dollar bag" [X Link](https://x.com/zephyr_z9/status/1977082941596651853) 2025-10-11T18:44Z 110.1K followers, 741.4K engagements "Broadcom's 5th customer ($10B) isn't Apple or XAI It's Anthropic. They won't design a new chip. They will be buying TPUs from Broadcom. Expect Anthropic to announce a funding round from Google soon" [X Link](https://x.com/zephyr_z9/status/1978834774786445562) 2025-10-16T14:45Z 110.1K followers, 609K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@zephyr_z9 Zephyr
Anthropic is buying TPUs from Broadcom in a deal worth over $10 billion, with Broadcom likely customizing some chips for them. This deal is significant as it shows major players investing heavily in AI infrastructure. Google is also involved, selling hardware to Anthropic and potentially providing funding.
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Social Influence
Social category influence technology brands #5765 stocks #5777 finance 18.64% countries 12.71% social networks 5.37% currencies #839 automotive brands 2.26% cryptocurrencies 2.26% celebrities 2.26% travel destinations 1.69%
Social topic influence ai #2858, china #2392, $googl #3172, in the 5.08%, open ai #1446, money 4.52%, anthropic #350, dram #22, up to 3.11%, did u #66
Top accounts mentioned or mentioned by @grok @teortaxestex @zephyrz9 @folduniverse @analysisop @jukan05 @mingmongpingpon @alex_intel_ @hamsarris6 @ryanhingshing @snlsgh @benfranklin2019 @menhguin @profriquim @benitoz @hedgedwolf @byte721 @ch1ckenns @ser_kingslayer_ @vikramskr
Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Sandisk Corporation (SNDK) Seagate Technology Holdings PLC (STX) Morgan Stanley (MS) Arm Holdings plc (ARM) Bitcoin (BTC) Micron Technology, Inc. (MU)
Top Social Posts
Top posts by engagements in the last [--] hours
"Lucy Guo's PR team is working overtime to cover the prostitution scandal"
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"They cracked cheap long context LFG"
X Link 2025-09-29T10:13Z 109.3K followers, 161.9K 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 https://twitter.com/i/web/status/1974442546647462309 https://twitter.com/i/web/status/1974442546647462309"
X Link 2025-10-04T11:52Z 109.4K followers, 35K engagements
"Place ur bets boys If Samsung succeeds then Lasertec shorts will rip (figuratively and literally) CNT - KLACNT20259SPIE Photomask and EUV Lithography - CNT - KLACNT20259SPIE Photomask and EUV Lithography -"
X Link 2025-10-16T11:08Z 109.4K followers, 32.5K engagements
"Another crazy Japanese stock "Namura Shipbuilding" IPO'd at [---] Yen in [----] Was trading at [---] Yen in [----] Is now up 3600% in the last [--] years h/t: @Basteph_"
X Link 2025-10-28T18:07Z 109.8K followers, [----] engagements
"HAHAHAHAHAHAHAHAHAHAHAHA SSD wafer spot prices are 30% in one trading session"
X Link 2025-10-30T18:15Z 109.4K followers, 78.8K engagements
"China is now producing 8N high-purity synthetic quartz Mitsubishi Tosoh and Shin-Etsu will lose market share here"
X Link 2025-11-10T11:25Z 109.4K followers, 16.3K engagements
"Very interesting Axion is their DC CPU like Amazon's Graviton Built on Neoverse V2 and TSMC N4 Bad news for Intel and AMD $ARM CEO: Google shifts majority of internal workloads to Arm "For example Google's Arm-based Axion chip delivers up to 65% better price performance while using 60% less energy. And as a result Google is migrating the majority of their internal workloads to run on Arm." $ARM CEO: Google shifts majority of internal workloads to Arm "For example Google's Arm-based Axion chip delivers up to 65% better price performance while using 60% less energy. And as a result Google is"
X Link 2025-11-14T23:24Z 109.5K followers, 28K engagements
"Optics shopping lists are incomplete without Japan Component suppliers are also not included That's where the real alpha lies Heres your optics shopping list. Heres your optics shopping list"
X Link 2025-11-25T02:01Z 109.5K followers, 62.1K engagements
"Lmao Btw SOI wafers are required for SiPh and RF chips The more optics demand the more SOI wafers required Soitec is a French company known for manufacturing SOI wafers using its patented Smart Cut technology. Great technology companies continue to find new markets to apply their technology to and that's exactly what Soitec has done. Recently it discovered a new application for https://t.co/uRVZIqCViK Soitec is a French company known for manufacturing SOI wafers using its patented Smart Cut technology. Great technology companies continue to find new markets to apply their technology to and"
X Link 2025-11-25T16:15Z 109.5K followers, 32.2K engagements
"Japan has a very strong grip on the robotics supply chain NSK makes high end bearings and ball screws (linear actuators) Nabtesco has a chokehold on cycloid reducers Nippon Thompson makes roller bearings and linear motion rolling guides. Their crossed roller bearings are designed for the rotating joints and handle stress from any direction the Japanese robotics experts openly calling the Chinese advances in the space "concepts" and "not ready for full deployments". "AI toys" was another sentiment expressed I repeat that much can be explained by Japanese senseis being senile. [----] avg national"
X Link 2025-12-05T10:26Z 109.7K followers, 87.6K engagements
"TESTING TESTING TESTING"
X Link 2025-12-06T07:18Z 109.8K followers, [----] engagements
"I'm quite excited about the Synopsys earnings call China will likely be negative But the IP biz Nvidia's stake and AI speeding up the design process should be enough (good news) Ciena and Synopsys LFG Ciena and Synopsys LFG"
X Link 2025-12-07T18:09Z 109.4K followers, 19K engagements
"This one is for the China bros (I can't invest) Dinglong makes CMP pads CMP slurries and post-CMP cleaning fluids CMP pad production will reach 50K pads/month in Q1 [----] They also produce ArF and KrF photoresist They have over [--] phoresist products and [--] are currently under validation by customers I expect them to take market share away from Qnity (DuPont) Entegris Fujibo JSR TOK and Shin Etsu"
X Link 2025-12-10T12:50Z 109.4K followers, 29.1K engagements
"Well the ecosystem is much more mature now The winners have already been decided This money will help boost the R&D and CAPEX of the winners (SMIC Hua Hong Nexchip GigaDevice AMEC NAURA Piotech ACMR Skyverse etc) @zephyr_z9 a massive state effort to go up the value chain in semiconductors; back then there were no export restrictions (or much smaller than rn); how is it not a relevant comparison @zephyr_z9 a massive state effort to go up the value chain in semiconductors; back then there were no export restrictions (or much smaller than rn); how is it not a relevant comparison"
X Link 2025-12-13T15:52Z 109.4K followers, 11.9K engagements
"Enjoy the memory supercycle anon *MICRON SEES 2Q ADJ EPS $8.22 TO $8.62 EST. $4.71 I'll say it - this is way too fucking high and will lead to across the board demand destruction *MICRON SEES 2Q ADJ EPS $8.22 TO $8.62 EST. $4.71 I'll say it - this is way too fucking high and will lead to across the board demand destruction"
X Link 2025-12-17T21:29Z 109.3K followers, 25.4K engagements
"1 gram of RAM die is more expensive than [--] gram of [--] karat gold rn"
X Link 2025-12-20T13:09Z 109.3K followers, 2.6M engagements
"LOL SATA SSDs are 20% of the market U may not realize this but DDR4 has had a higher spot price than DDR5 RAM for months now Nanya Technology makes DDR4 RAM and has literally 5X this year (outperforming Micron & SK Hynix by 300% and Samsung by 400%) who the fuck is buying SATA ssds in the year of our lord [----]. who the fuck is buying SATA ssds in the year of our lord 2025"
X Link 2025-12-20T18:37Z 109.4K followers, 31.8K engagements
"Apollo is the most mature self-driving platform from China Will be a big competitor of Waymo and also has a 2.5x cost advantage over them ($30k vs $75k) Baidu has [--] gems (Apollo and Kunlun chips) China's Baidu $BIDU announced it is teaming up with $UBER and $LYFT to begin trials for its Self Driving Cars to launch in London - WSJ https://t.co/nxK4CSY3cQ China's Baidu $BIDU announced it is teaming up with $UBER and $LYFT to begin trials for its Self Driving Cars to launch in London - WSJ https://t.co/nxK4CSY3cQ"
X Link 2025-12-22T14:48Z 109.3K followers, 10.4K engagements
"Ibiden will start hiring back retirees from January [----] becuz production demand is too high and they don't have enough people"
X Link 2025-12-28T09:20Z 109.3K followers, [----] engagements
"DeepSeek V3 Arch I wonder how far they can push it Btw SK Telecom is SK Hynix's (DRAM/NAND/HBM) parent company wowwww another large open model from Korea about to be released this time from sk telecom with 519B total param release planned on 4th of january [----] https://t.co/qF0meJ4PqJ wowwww another large open model from Korea about to be released this time from sk telecom with 519B total param release planned on 4th of january [----] https://t.co/qF0meJ4PqJ"
X Link 2025-12-31T12:52Z 109.5K followers, 16.4K engagements
"On China losing influence The Trump admin has tried to weaken China's trade influence. They have been successful at it in Mexico. Europe will also impose a 5%-15% tariff on Chinese goods as the trade deficit is widening. CK Hutchison tried to sell its port biz to a consortium led by BlackRock. Chinese regulators blocked and they will allow the sale only if COSCO is part of the consortium. Meanwhile the Panamanian gov has filed a case against CK in the Panamanian Supreme Court basically asking them to nullify CK's 25-year contract and issue a new tender for the Panama ports. the encirclement"
X Link 2026-01-03T13:24Z 109.3K followers, 33.7K engagements
"Server CPU shortage Why's Intel surging Why's Intel surging"
X Link 2026-01-07T16:49Z 109.6K followers, 36.3K engagements
"Nvidia is doing gamers dirty They basically killed the production of every 16GB+ VRAM GPU"
X Link 2026-01-15T11:55Z 109.3K followers, 479.8K engagements
"Chinese stocks will have a crazy bull run"
X Link 2026-01-19T18:32Z 109.5K followers, 71.1K engagements
"GlobalWafers will start another wafer manufacturing plant"
X Link 2026-01-21T14:18Z 109.3K followers, 15.1K engagements
"Jensen at a fruit shop"
X Link 2026-01-24T10:24Z 109.5K followers, 20.9K engagements
"Found a very interesting AI supply chain bottleneck"
X Link 2026-01-26T12:25Z 109.4K followers, 97.1K engagements
"Alibaba released an image model with taste Everyone should try Z image IMAGE GENERATION EMERGENCY IMAGE GENERATION EMERGENCY SOMEONE RELEASED A MODEL WHICH WASN'T MODE COLLAPSED ON PRETTY ASIAN LADY CENTER FRAME PORTRAIT https://t.co/fmlmzvofVB IMAGE GENERATION EMERGENCY IMAGE GENERATION EMERGENCY SOMEONE RELEASED A MODEL WHICH WASN'T MODE COLLAPSED ON PRETTY ASIAN LADY CENTER FRAME PORTRAIT https://t.co/fmlmzvofVB"
X Link 2026-01-28T20:14Z 109.3K followers, 39K engagements
"Wow. Gold has now outperformed Bitcoin on a 5-year basis https://t.co/MBqeVqwnit Wow. Gold has now outperformed Bitcoin on a 5-year basis https://t.co/MBqeVqwnit"
X Link 2026-01-29T13:55Z 109.3K followers, 15.3K engagements
"Nintendo will copyright strike this Holy moly. Genie [--] just created this mock 3D game world from Breath of the Wild. How I did it + prompts in comment. https://t.co/H33an42YNd Holy moly. Genie [--] just created this mock 3D game world from Breath of the Wild. How I did it + prompts in comment. https://t.co/H33an42YNd"
X Link 2026-01-29T23:09Z 109.4K followers, 47.5K engagements
"Macronix is already up 30% since we wrote about it in the semis memo There is one more interesting legacy play available Interesting beneficiaries post $SNDK earnings that I own: Phison (TPE: 8299) and Macronix (TPE: 2337). Similar to Nayna (1035.96% 1Y) that filled legacy dram void from $MU Sk Hynix and Samsung: Phison does the same with Sandisk with flash (inventory). And Macronix with https://t.co/tbKU03azS6 Interesting beneficiaries post $SNDK earnings that I own: Phison (TPE: 8299) and Macronix (TPE: 2337). Similar to Nayna (1035.96% 1Y) that filled legacy dram void from $MU Sk Hynix and"
X Link 2026-01-30T04:55Z 109.4K followers, 45K engagements
"WOW This is big They are using complete domestic tools (including litho) for the majority of Fab [--] lines Fab [--] was at 65k WPM by the end of [----] Fab [--] is 100k WPM and Fab [--] will also ramp up to 100k WPM YMTC will adding 135k WPM of NAND capacity in the next [--] months Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for Next-Year NAND Mass Production Now Targeting 2H This Year Ramp-Up (Reported by local Korean media) Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for"
X Link 2026-01-30T06:33Z 109.3K followers, 87.3K engagements
"Montage Technology finally coming to Hong Kong LFG"
X Link 2026-01-30T11:13Z 109.3K followers, 12.3K engagements
"EAZY NAND has a shortage nobody is willing to expand supply (except YMTC) cleanroom constraints meanwhile image gen going up video gen going up world models hitting the market video game gen next year HDD shortage causing QLC NAND demand to go up Long context and KV cache offloading causing TLC NAND demand to go up can someone please explain how selling commoditized RAM sticks are worth 10x revenue short $SNDK https://t.co/RPNUGZlxvd can someone please explain how selling commoditized RAM sticks are worth 10x revenue short $SNDK https://t.co/RPNUGZlxvd"
X Link 2026-01-30T13:22Z 109.3K followers, 63.8K engagements
"LFG A frontier model report Kimi K2.5 tech report just dropped Quick hits: - Joint textvision training: pretrained with 15T vision-text tokens zero-vision SFT (text-only) to activate visual reasoning - Agent Swarm + PARL: dynamically orchestrated parallel sub-agents up to [---] lower latency 78.4% on https://t.co/vpmepE3AX4 Kimi K2.5 tech report just dropped Quick hits: - Joint textvision training: pretrained with 15T vision-text tokens zero-vision SFT (text-only) to activate visual reasoning - Agent Swarm + PARL: dynamically orchestrated parallel sub-agents up to [---] lower latency 78.4% on"
X Link 2026-01-30T15:06Z 109.3K followers, 23.3K engagements
"Did u listen to us anon Btw we are cooking something really special Stay tuned ;) I haven't worked on an article in the last [--] months But writing this with a team is extremely fun [--] pages of pure Alpha multiple ideas Enjoy https://t.co/8DMWW8ovDw I haven't worked on an article in the last [--] months But writing this with a team is extremely fun [--] pages of pure Alpha multiple ideas Enjoy https://t.co/8DMWW8ovDw"
X Link 2026-01-30T18:41Z 109.3K followers, 68.6K engagements
"Duopoly in HDD Seagate and WD are not going to start price wars Everyone knows that DRAM/NAND is cyclical (post COVID was brutal) and also has more players @zephyr_z9 @Citrini7 Something I did not get but why is HDD more pricey than DRAM/HBM the forward p/e are double or so ; is that really because there is more competition in the HBM space @zephyr_z9 @Citrini7 Something I did not get but why is HDD more pricey than DRAM/HBM the forward p/e are double or so ; is that really because there is more competition in the HBM space"
X Link 2026-01-30T18:48Z 109.3K followers, 34K engagements
"Huawei has sold over [---] CM384s"
X Link 2026-01-31T12:25Z 109.3K followers, 19K engagements
"WOW No wonder the talent pipeline in China is so strong How has China systematically built a vast pipeline of AI talent My debut feature in FT Magazine explores the pivotal education program behind this achievement weaving in some personal reflections. Chinas Genius Plan https://t.co/MUZTIDaw6g How has China systematically built a vast pipeline of AI talent My debut feature in FT Magazine explores the pivotal education program behind this achievement weaving in some personal reflections. Chinas Genius Plan https://t.co/MUZTIDaw6g"
X Link 2026-01-31T12:44Z 109.5K followers, 114.8K engagements
""This is better cheap and faster than Opus [---] with [--] m context window" Sonnet [--] has a new attention mechanism too LFG Memory demand is about to explode I want to say it loud This is better cheap and faster than Opus [---] with [--] m context window Fennec 🦊 coming soon and claude code is also getting update ( your agents will talk to each other ) Claude code will decimate the market and can't spill more tea ☕ I want to say it loud This is better cheap and faster than Opus [---] with [--] m context window Fennec 🦊 coming soon and claude code is also getting update ( your agents will talk to each"
X Link 2026-02-01T14:41Z 109.3K followers, 89.3K engagements
"Bruh Somebody test StepFun Flash [---] the perfomance is insane for 196B (11B Active) model U can easily run it on a high-end Mac https://twitter.com/i/web/status/2018163982578938186 https://twitter.com/i/web/status/2018163982578938186"
X Link 2026-02-02T03:26Z 109.3K followers, 66.5K engagements
"Btw it's not just TSMC It's all the server makers PCB makers HBM & DRAM (Micron Taiwan & Nanya et al.) cooling (Auras AVC) and materials providers contributing to it You see this and youre short https://t.co/NhC44QZfse You see this and youre short https://t.co/NhC44QZfse"
X Link 2026-02-02T03:43Z 109.3K followers, 53.4K engagements
"China has a pretty strategic chokehold on Nvidia's CPO supply chain"
X Link 2026-02-02T12:34Z 109.7K followers, 38.6K engagements
"1550% Did u listen to me anon 1150% Did u listen to me anon https://t.co/mboaeMCYAf 1150% Did u listen to me anon https://t.co/mboaeMCYAf"
X Link 2026-02-02T15:49Z 109.4K followers, 149K engagements
"A stock going up by 1500% in a year is extremely rare But we have covered a wide range of bottlenecks in the semis memo https://www.citriniresearch.com/p/semis-memo-muscle-memory @zephyr_z9 Give us the next one please https://www.citriniresearch.com/p/semis-memo-muscle-memory @zephyr_z9 Give us the next one please"
X Link 2026-02-02T16:26Z 109.4K followers, 103.3K engagements
"I wonder who the second source for EML is Interesting https://t.co/gzSx7IQq6e Interesting https://t.co/gzSx7IQq6e"
X Link 2026-02-03T01:57Z 109.3K followers, 22.9K engagements
"Ok now I have the component-level weights A loaded GB200 weighs around [----] Kg and consumes 130kW of power -NVL [--] has [--] compute trays each weighing around [----] kg so a total of [---] Kg -NVL [--] has [--] switch trays each weighing around [----] kg so a total of [---] Kg -NVL [--] has [--] power shelves/PSUs each weighing around [--] kg so a total of [---] Kg -The rack frame weighs around [---] kg -The busbar weighs around [--] kg The main componets weighs around [----] Kg the rest of the weight is from coolant cable cartridges manifolds etc. hey @zephyr_z9 what do you think How much does a [---] kW worth of Blackwell"
X Link 2026-02-03T05:41Z 109.4K followers, 39.4K engagements
"Easiest way to make money in the Chinese market A good reminder of what is in China's 15th [--] Year Plan which will be finalized in March [----] (and how it differs from the 14th) BTW color me very skeptical on low altitude economy but because it's there on the list & many cities want to take a crack at it https://t.co/urb7YFtk5T A good reminder of what is in China's 15th [--] Year Plan which will be finalized in March [----] (and how it differs from the 14th) BTW color me very skeptical on low altitude economy but because it's there on the list & many cities want to take a crack at it"
X Link 2026-02-03T06:22Z 109.8K followers, 145.9K engagements
"30% of global memory/storage demand comes from China Always remember "memory is fungible" YMTC/CXMT expanding supply means lower China revenue for Samsung/Hynix and other players and fewer customers (reduces their bargaining power) It doesn't mean MSFT's GB300 with YMTC NAND and CXMT HBM/DRAM @jukan05 Regarding news of memory production by CXMT and YMTC challenging memory companies. This is worded wrong by news. They're blacklisted in Western hyperscaler supply chains. This is likely domestic only. Headlines are sensational when they say "Chinas two major memory https://t.co/vbsIXlU4vt"
X Link 2026-02-03T08:36Z 109.3K followers, 70.8K engagements
"WOW This is big Probably the biggest sign of SWE getting commoditized What Is it already time for OpenAI to start laying off staff https://t.co/EufyrtcecK What Is it already time for OpenAI to start laying off staff https://t.co/EufyrtcecK"
X Link 2026-02-03T09:21Z 109.3K followers, 168.6K engagements
"Jiaocheng (supplier of ultrasonic scanning microscopes to CXMT and YMTC) clearly said that expect capacity to increase by 120k between YMTC + CXMT in [----] I reported that back in November China's CXMT and YMTC to massively expand memory output amid global crunch - According to reporting by Nikkei Asia Chinas two major memory manufacturers view the global supply shortage as an opportunity for emerging players to catch up and are embarking on record-level China's CXMT and YMTC to massively expand memory output amid global crunch - According to reporting by Nikkei Asia Chinas two major memory"
X Link 2026-02-03T11:41Z 109.3K followers, 28K engagements
"Very good Lip Bu Tan interview Must watch https://www.youtube.com/watchv=YO2PVbtpb_A Lip Bu Tan: Memory is the biggest constraint for AI rn even bigger than power and fab capacity. No relief till [----] https://www.youtube.com/watchv=YO2PVbtpb_A Lip Bu Tan: Memory is the biggest constraint for AI rn even bigger than power and fab capacity. No relief till 2028"
X Link 2026-02-03T18:18Z 109.5K followers, 54K engagements
"Yes At the individual app layer Alibaba Bytedance will launch really cool stuff in this area Amazon is too slow @zephyr_z9 China first right Who do you think is the first mover in America @zephyr_z9 China first right Who do you think is the first mover in America"
X Link 2026-02-04T02:42Z 109.9K followers, 20.3K engagements
"Interesting Looks like Elon will be buying solar panels from China "Musk's team recently made secret visits to multiple photovoltaic companies in China with inspection projects covering links such as equipment silicon wafers battery components and more among which they focused on photovoltaic companies pursuing heterojunction and perovskite technology routes." AI200GW https://t.co/OSQrNZJlZJ AI200GW https://t.co/OSQrNZJlZJ"
X Link 2026-02-04T06:19Z 109.3K followers, 84.2K engagements
"Teradyne has formed a JV with MultiLane to expand into the high-speed I/O and interconnect testing market Nice"
X Link 2026-02-04T07:33Z 109.3K followers, 11.8K engagements
"Crypto bros are crashing out i haven't cried in years. now im crying over stupid cryptocurrency. as a [--] year old man. this is embarrassing. fuck this industry i haven't cried in years. now im crying over stupid cryptocurrency. as a [--] year old man. this is embarrassing. fuck this industry"
X Link 2026-02-04T07:39Z 109.3K followers, 78.7K engagements
"Intern LM is released by Shanghai AI lab which is an government backed AI research institute Very strong performance 🚀Introducing Intern-S1-Pro an advanced 1T MoE open-source multimodal scientific reasoning model. 1SOTA scientific reasoning competitive with leading closed-source models across AI4Science tasks. 2Top-tier performance on advanced reasoning benchmarks strong general https://t.co/cKni28WwQT 🚀Introducing Intern-S1-Pro an advanced 1T MoE open-source multimodal scientific reasoning model. 1SOTA scientific reasoning competitive with leading closed-source models across AI4Science"
X Link 2026-02-04T16:03Z 109.3K followers, 31.7K engagements
"@vikramskr @ayz_yzyz As a huge CPO bull I want every GPU to have an OE Feynman will be very interesting"
X Link 2026-02-04T16:19Z 109.3K followers, [----] engagements
"CPO/Optics is a must for bigger world sizes The Ranger shall return one day @zephyr_z9 @ayz_yzyz Totally agree. Its clearly not on Rubin. But Feynman is the next logical step toward cpo @zephyr_z9 @ayz_yzyz Totally agree. Its clearly not on Rubin. But Feynman is the next logical step toward cpo"
X Link 2026-02-04T16:50Z 109.3K followers, 22.8K engagements
"Big U Precision delivered its first D2W hybrid bonder China has finally entered the hybrid bonding market"
X Link 2026-02-04T19:09Z 109.3K followers, 19.2K engagements
"Android market about to get crushed this year"
X Link 2026-02-05T01:47Z 109.3K followers, 60.3K engagements
"New TPUs sparse models new arch Alphabet's Pichai: Google lowered gemini serving unit costs by 78% over [----]. Google lowered Gemini serving unit costs by 78% over [----]. $GOOGL Alphabet's Pichai: Google lowered gemini serving unit costs by 78% over [----]. Google lowered Gemini serving unit costs by 78% over [----]. $GOOGL"
X Link 2026-02-05T02:00Z 109.3K followers, 23.1K engagements
"Amazon & Microsoft won't allow Google to have a higher CAPEX spend than them Google is procuring a Blackwell tier XPU (Ironwood) for 1/3rd the price ($45k vs $15k) Expect large upward revisions Hyperscaler Capex for 2026: META: $125b ($70b) GOOG: $180b ($91b) AMZN: $175b ($125b) MSFT: $145b ($83b) ORCL: $55b ($35b) Total: $680b ($404b) Almost $300b or 1% of GDP growth in capex from just these five companies Hard to have a recession with that capex binge. Hyperscaler Capex for 2026: META: $125b ($70b) GOOG: $180b ($91b) AMZN: $175b ($125b) MSFT: $145b ($83b) ORCL: $55b ($35b) Total: $680b"
X Link 2026-02-05T02:21Z 109.9K followers, 169.4K engagements
"YES @KairosPraxis @madcap_cap Aa far as i know NVDA hasn't used CRDO AEC much for scale up so far but sentiment wise it's bad for AEC. @KairosPraxis @madcap_cap Aa far as i know NVDA hasn't used CRDO AEC much for scale up so far but sentiment wise it's bad for AEC"
X Link 2026-02-05T02:57Z 109.3K followers, 16.6K engagements
"Most of the money will end up on Jensen kun's balance sheet Hyperscaler Capex for 2026: META: $125b ($70b) GOOG: $180b ($91b) AMZN: $175b ($125b) MSFT: $145b ($83b) ORCL: $55b ($35b) Total: $680b ($404b) Almost $300b or 1% of GDP growth in capex from just these five companies Hard to have a recession with that capex binge. Hyperscaler Capex for 2026: META: $125b ($70b) GOOG: $180b ($91b) AMZN: $175b ($125b) MSFT: $145b ($83b) ORCL: $55b ($35b) Total: $680b ($404b) Almost $300b or 1% of GDP growth in capex from just these five companies Hard to have a recession with that capex binge"
X Link 2026-02-05T03:05Z 109.3K followers, 48.5K engagements
"@HeLiuLeo buybacks investments & acquisitions"
X Link 2026-02-05T03:35Z 109.3K followers, [----] engagements
"@teortaxesTex Gold has performed much better I recommend shifting ur money to stable coins Fed will have to juice liquidity for crypto to go up Warsh opposes QE but lord Trump wants juice Let's see what happens https://x.com/RenMacLLC/status/2018321904222757171s=20 https://x.com/RenMacLLC/status/2018321904222757171s=20"
X Link 2026-02-05T04:10Z 109.2K followers, [----] engagements
"Anthropic should demo a CRM built using Sonnet [--] on Claude Code Cursor already made a browser using GPT [---] $IGV Sonnet going to deep dish software one more time here and you best fucking believe Ill be hammering some leaps $IGV Sonnet going to deep dish software one more time here and you best fucking believe Ill be hammering some leaps"
X Link 2026-02-05T04:12Z 109.3K followers, 15.7K engagements
"Are crypto bros OK BREAKING: Bitcoin has officially erased post-election gains now falling to $71000 its lowest level since November 6th [----]. https://t.co/lbO2xGAaT2 BREAKING: Bitcoin has officially erased post-election gains now falling to $71000 its lowest level since November 6th [----]. https://t.co/lbO2xGAaT2"
X Link 2026-02-05T04:15Z 109.3K followers, 39.4K engagements
"Also Google has to support the insane demand coming from Anthropic Demis has been quite clear about his AGI timelines (5 years) Demis has been quite clear about his AGI timelines (5 years)"
X Link 2026-02-05T04:21Z 109.3K followers, 23.2K engagements
"Important One of my favorite proxies to understand deflationary pressure in China is to read YUM China's quarterly results and find average selling price of Kentucky Fried Chicken. KFC is a popular fast food dining brand and the largest restaurant chain in China. It's also one of the https://t.co/Ow7O3QSBDC One of my favorite proxies to understand deflationary pressure in China is to read YUM China's quarterly results and find average selling price of Kentucky Fried Chicken. KFC is a popular fast food dining brand and the largest restaurant chain in China. It's also one of the"
X Link 2026-02-05T05:05Z 109.3K followers, 29.9K engagements
"LOL Jensen is literally squeezing the ODMs to juice up the gross margins @zephyr_z9 Not to his suppliers @zephyr_z9 Not to his suppliers"
X Link 2026-02-05T07:07Z 109.3K followers, 18.8K engagements
"@teortaxesTex Did u put ur money in BTC"
X Link 2026-02-05T07:51Z 109.8K followers, [----] engagements
"Hyperscaler CAPEX will cross $700B Amazon & Microsoft will revise CAPEX up 🚨 BREAKING: Hyperscaler capex just got revised UP $58B to $660B for [----] Alphabet dropped a BOMB: $175-185B guidance vs $119.5B estimate That's +$55B from Google alone The AI infrastructure arms race just went nuclear ☢ $GOOGL $META $MSFT $AMZN https://t.co/lAj5B21KDB 🚨 BREAKING: Hyperscaler capex just got revised UP $58B to $660B for [----] Alphabet dropped a BOMB: $175-185B guidance vs $119.5B estimate That's +$55B from Google alone The AI infrastructure arms race just went nuclear ☢ $GOOGL $META $MSFT $AMZN"
X Link 2026-02-05T08:35Z 109.3K followers, 27.8K engagements
"Interesting SEMCO will start supplying FC BGA substrates for Rubin's NV Switches. Ibidien was the sole supplier here"
X Link 2026-02-05T09:14Z 109.9K followers, [----] engagements
"the satellite phone Could be a pretty good play They have a big advantage over every other smartphone maker They can also use Grok/xAI to create a native agentic OS * REUTERS: SPACEX IS CONSIDERING MAKING ITS OWN MOBILE DEVICE. * REUTERS: SPACEX IS CONSIDERING MAKING ITS OWN MOBILE DEVICE"
X Link 2026-02-05T12:16Z 109.4K followers, 21.6K engagements
"Beating sell side is always fun Did u listen to us anon I haven't worked on an article in the last [--] months But writing this with a team is extremely fun [--] pages of pure Alpha multiple ideas Enjoy https://t.co/8DMWW8ovDw I haven't worked on an article in the last [--] months But writing this with a team is extremely fun [--] pages of pure Alpha multiple ideas Enjoy https://t.co/8DMWW8ovDw"
X Link 2026-02-05T12:22Z 109.8K followers, 39.3K engagements
"Let's see It's a pretty bad environment to start a phone biz due to the memory crunch I think they should do a JV SpaceX provides the satellite phone hardware handles the OS Rest of the hardware managing procurement comes from the JV partner @zephyr_z9 Would it be a major blow to $AAPL @zephyr_z9 Would it be a major blow to $AAPL"
X Link 2026-02-05T12:26Z 109.3K followers, 18.6K engagements
"@RYANHINGSHING @jukan05 He still has a job"
X Link 2026-02-05T12:50Z 109.3K followers, [---] engagements
"Sources are telling me that Tom Lee ran off to Russia this morning Tom Lees Ethereum loss approaches $10 billion #MacroEdge Tom Lees Ethereum loss approaches $10 billion #MacroEdge"
X Link 2026-02-05T13:50Z 109.8K followers, 61.5K engagements
"🤣🤣🤣🤣🤣 Android market about to get crushed this year https://t.co/gQqV7JEp7p Android market about to get crushed this year https://t.co/gQqV7JEp7p"
X Link 2026-02-05T15:07Z 109.3K followers, 26.9K engagements
"Silver is down 16% Silver is down 16%"
X Link 2026-02-05T15:48Z 109.3K followers, 14.4K engagements
"Big Codex drop Sam can save himself from yesterday's PR disaster if he has a nice dunk on Anthropic BREAKING: @sama will be live on TBPN today at 12p PT https://t.co/l4ClurXkUr BREAKING: @sama will be live on TBPN today at 12p PT https://t.co/l4ClurXkUr"
X Link 2026-02-05T16:54Z 109.4K followers, 73.3K engagements
"Much cooler than building a CRM New Engineering blog: We tasked Opus [---] using agent teams to build a C compiler. Then we (mostly) walked away. Two weeks later it worked on the Linux kernel. Here's what it taught us about the future of autonomous software development. Read more: https://t.co/htX0wl4wIf https://t.co/N2e9t5Z6Rm New Engineering blog: We tasked Opus [---] using agent teams to build a C compiler. Then we (mostly) walked away. Two weeks later it worked on the Linux kernel. Here's what it taught us about the future of autonomous software development. Read more: https://t.co/htX0wl4wIf"
X Link 2026-02-05T20:06Z 109.8K followers, 29.7K engagements
"Probably the most important release today Kimi released their agent swarm and PARL a few days ago [----] is the year of agent swarms Other labs will roll it out quickly On Claude Code were introducing agent teams. Spin up multiple agents that coordinate autonomously and work in parallelbest for tasks that can be split up and tackled independently. Agent teams are in research preview: https://t.co/LdkPjzxFZg On Claude Code were introducing agent teams. Spin up multiple agents that coordinate autonomously and work in parallelbest for tasks that can be split up and tackled independently. Agent"
X Link 2026-02-05T20:40Z 109.5K followers, 41.7K engagements
"Interesting So the first 10k-20k Optimus robots will be deployed in Optimus Academy to generate the data flywheel .@elonmusk told me he plans to build Optimus Academy to train an army of humanoid robots. millions of simulated robots in the simulated world tens of thousands of robots in the real world to close the simulation to reality gap. Why Theres two big differences https://t.co/lREubJ0ckf .@elonmusk told me he plans to build Optimus Academy to train an army of humanoid robots. millions of simulated robots in the simulated world tens of thousands of robots in the real world to close the"
X Link 2026-02-05T21:05Z 109.4K followers, 21.4K engagements
"Are u bullish on DRAM anon "even if a contract was signed to supply DRAM at [---] won for one year if DRAM market prices have risen 100% by the end of the contract period an additional [---] won is paid. This is essentially a post-settlement arrangement." Memory Big [--] Change Contract Practices Post-Settlement Pricing Emerges Rising memory prices are now transforming supply contract practices. Contract durations are shifting from long-term to short-term and a "post-settlement" concept reflecting market prices has emerged https://t.co/goDS6cxTnO Memory Big [--] Change Contract Practices"
X Link 2026-02-06T04:45Z 109.5K followers, 30K engagements
"But still this is the craziest AI demo I have ever seen This required pretty sophisticated harness we are still months out from being able to prompt and get a GCC level compiler This required pretty sophisticated harness we are still months out from being able to prompt and get a GCC level compiler"
X Link 2026-02-06T04:47Z 109.4K followers, 33.5K engagements
"Sub agents creating more agents Btw it's a pretty low hanging fruit We are going to see a big step up in AI ability soon Inference needs to get cheaper imagine next year when each swarm can also create swarms. base humans will not be able to function -- @elonmusk we need neuralink for "normative" humans like yesterday. How are we supposed to even begin to stay abreast let alone meaningfully help. imagine next year when each swarm can also create swarms. base humans will not be able to function -- @elonmusk we need neuralink for "normative" humans like yesterday. How are we supposed to even"
X Link 2026-02-06T06:46Z 109.7K followers, 18.7K engagements
"Penny pinching on the base die cost them a lot Though they will be making a lot of money on DDR5 and NAND Wasnt it already widely known news that Micron wouldnt be able to supply HBM4 I dont understand why everyone is making such a big fuss about it. And selling Micron because of this is foolish too. Micron can earn even higher margins from server DDR5 instead of HBM4. Wasnt it already widely known news that Micron wouldnt be able to supply HBM4 I dont understand why everyone is making such a big fuss about it. And selling Micron because of this is foolish too. Micron can earn even higher"
X Link 2026-02-06T14:54Z 109.5K followers, 25.6K engagements
"OpenAI's Airpod competitor is called Dime They will now ship only a headphone this year becuz of high memory prices "HBM shortage made BOM price too much due to high memory needed for 2nm chip" Yesterday my good friends at DS report on Weibo that CNIPA patent filing for Openai hardware become public yesterday for new IP rule for big Usa Ai companys operating in China Document confirm a detail I am already hearing: consumer name for Sweetpea airpod product will be Yesterday my good friends at DS report on Weibo that CNIPA patent filing for Openai hardware become public yesterday for new IP"
X Link 2026-02-06T18:37Z 109.5K followers, 28.9K engagements
"Hmmm. Pony-Alpha is either AGI or they benchmaxxed my [--] SVG questions This is Opus 4.5/4.6 level of detail and taste https://t.co/kDTqtp6vH7 Pony-Alpha is either AGI or they benchmaxxed my [--] SVG questions This is Opus 4.5/4.6 level of detail and taste https://t.co/kDTqtp6vH7"
X Link 2026-02-07T04:18Z 109.5K followers, 15.3K engagements
"Castrating MS Research Asia due to Biden admin pressure turned out to be a blunder for Microsoft"
X Link 2026-02-07T06:01Z 109.8K followers, 36.7K engagements
"Just buy semis & AI supply chain players and be happy To see how much extra TAM the usd1tr of capex can get lets use Booking as an example: -you are Google and Meta capturing 80% of the usd7bn annual marketing expenses of Booking while running an "asset light" business. So thats usd5.5bn a year. Nice. -now google and meta https://t.co/eFFxpasCLM To see how much extra TAM the usd1tr of capex can get lets use Booking as an example: -you are Google and Meta capturing 80% of the usd7bn annual marketing expenses of Booking while running an "asset light" business. So thats usd5.5bn a year. Nice."
X Link 2026-02-07T08:01Z 109.8K followers, 61.5K engagements
"Pretty damn good Short videos will get commoditized by the end of this year Seedance V2 : two more examples next week will be fun 😬 https://t.co/a6TbgoPcyh Seedance V2 : two more examples next week will be fun 😬 https://t.co/a6TbgoPcyh"
X Link 2026-02-08T15:17Z 109.8K followers, 25.3K engagements
"Good for Corning and Fujikura If DRAM gets too expensive we can rig up 200km long loops of fiber optic cable and store our data in those instead If DRAM gets too expensive we can rig up 200km long loops of fiber optic cable and store our data in those instead"
X Link 2026-02-08T15:21Z 109.9K followers, 33.9K engagements
"Interesting Pretty sure AI video models will mog MAPPA at animation in [--] years I wonder what happens to animation studios @zephyr_z9 animate the fight sequence of gojo vs sukuna can't wait for [--] years for mappa studios to animate @zephyr_z9 animate the fight sequence of gojo vs sukuna can't wait for [--] years for mappa studios to animate"
X Link 2026-02-11T07:49Z 110.1K followers, 16.2K engagements
"Very strong model from GLM A bit behind Opus [---] but parity with Opus [---] at only 700B parameters"
X Link 2026-02-11T16:52Z 110.1K followers, 23.1K engagements
"Korea bros have set their sites on Minimax It's about to get fun of course https://t.co/wTr3WYDLjk of course https://t.co/wTr3WYDLjk"
X Link 2026-02-13T06:27Z 110.1K followers, 29.2K engagements
""Any of these could rival Anthropic if given 300K H200s and [--] months" TRUE Companies with semi-frontier or frontier labs from memory: Alibaba (2+ labs) Ant BOSS Zhipin ByteDance DeepSeek Meituan MiniMax Moonshot OpenBMB RedNote StepFun Tencent Ubiquant Xiaomi zAI Any of these could rival Anthropic if given 300K H200s and [--] months Companies with semi-frontier or frontier labs from memory: Alibaba (2+ labs) Ant BOSS Zhipin ByteDance DeepSeek Meituan MiniMax Moonshot OpenBMB RedNote StepFun Tencent Ubiquant Xiaomi zAI Any of these could rival Anthropic if given 300K H200s and [--] months"
X Link 2026-02-13T06:48Z 110.1K followers, 23.2K engagements
"Anyone who thinks that the Nvidia-Groq deal was about solving CoWoS energy or HBM constraints is plainly wrong and doesn't understand the current paradigm of inference Groq deal creates another edge for Nvidia (it's not a magical game changer) Feynman and beyond may have substantial monolithic SRAM (2GB or more) like Groq not just a hierarchy of caches (L2 L1 per SM registers per SM) Now Nvidia's goal is to make inference faster or deliver the highest token throughput We are specifically talking about MoE (Mixture of Experts) inference here In an MoE model there are some experts (shared"
X Link 2025-12-26T20:26Z 110.1K followers, 124.7K engagements
"100M IOPS is probably meant for storing KV cache They believe that reasoning CoT would reach 1B-10B tokens during inference by [----] DRAM can't handle this This is genuinely fascinating lol. It feels like Nvidia wants to shift the architecture from a CPUDRAM model to a GPUSSD model. https://t.co/clYBiZ6Zcw This is genuinely fascinating lol. It feels like Nvidia wants to shift the architecture from a CPUDRAM model to a GPUSSD model. https://t.co/clYBiZ6Zcw"
X Link 2025-12-27T10:19Z 110.1K followers, 68.6K engagements
"Samsung has $70 billion in net cash on the books Lots of dry powder "Samsung Electronics possesses lines capable of producing [------] DRAM wafers per month. Adding up to [------] wafers of new capacity would mean a maximum 18% increase in DRAM production capability within a single year." LFG "Samsung Electronics possesses lines capable of producing [------] DRAM wafers per month. Adding up to [------] wafers of new capacity would mean a maximum 18% increase in DRAM production capability within a single year." LFG"
X Link 2026-02-05T10:32Z 110.1K followers, 21.5K engagements
"Crazy video produced using Seedance [---] Reimagined Wukong boss fight seedance [--] seedance [--] AI @AI [--] 10-2 [-----] [---] https://t.co/oWTHG2wI5v seedance [--] seedance [--] AI @AI [--] 10-2 [-----] [---] https://t.co/oWTHG2wI5v"
X Link 2026-02-11T10:03Z 110.1K followers, 20K engagements
"Craziest AI video I have ever seen Seedance made this MV ft. Kayne West. Its so well made that its going viral on Chinese internet. https://t.co/vUrlgIqVeX Seedance made this MV ft. Kayne West. Its so well made that its going viral on Chinese internet. https://t.co/vUrlgIqVeX"
X Link 2026-02-11T22:21Z 110.1K followers, 530.4K engagements
"Need a lot of WFE to generate this kind of revenue Forecast from @BenBajarin If cleanroom capacity can't be built then it will be acquired Great for semicaps If cleanroom capacity can't be built then it will be acquired Great for semicaps"
X Link 2026-02-13T10:07Z 110.1K followers, 18.9K engagements
"The interferometer is looking good"
X Link 2025-03-07T14:17Z 110.1K followers, 171.5K engagements
"It will generate nearly $10B in revenue for Broadcom Anthropic confirmed a new deal with Google $GOOGL Cloud to expand its use of up to [--] million TPUs and other cloud services worth tens of billions of dollars. The company will use the added capacity exceeding one gigawatt to train and serve future Claude models. https://t.co/dySedgiZir Anthropic confirmed a new deal with Google $GOOGL Cloud to expand its use of up to [--] million TPUs and other cloud services worth tens of billions of dollars. The company will use the added capacity exceeding one gigawatt to train and serve future Claude"
X Link 2025-10-23T20:50Z 110.1K followers, 17.2K engagements
"Another company to watch out for in the ASIC design space alongside Broadcom Alchip Mediatek Marvell and Arm IP design house GUC reported an ATH monthly revenue of NT$3.716 billion up 2.9% MonM and 150% YoY. GUC is $GOOGL's design partner and one of the few ASIC design players. This is a new monthly revenue record for the second consecutive month. Cumulative revenue for the first https://t.co/uJJTJzeKM8 IP design house GUC reported an ATH monthly revenue of NT$3.716 billion up 2.9% MonM and 150% YoY. GUC is $GOOGL's design partner and one of the few ASIC design players. This is a new monthly"
X Link 2025-11-05T18:36Z 110.1K followers, 15.1K engagements
"Interesting Google is using: - Tektronix (part of Fortive) Oscilloscope for testing/debugging - Parker Hannifin multi-purpose hoses Google $GOOGL just officially dropped its 7th generation TPU named Ironwood & it is an ABSOLUTE BEAST Google is the only full-stack company in the A.I. game and that will payoff big time for them I think. This video is also STUNNING. 🤯 https://t.co/qqLOgxz4zS Google $GOOGL just officially dropped its 7th generation TPU named Ironwood & it is an ABSOLUTE BEAST Google is the only full-stack company in the A.I. game and that will payoff big time for them I think."
X Link 2025-11-08T19:30Z 110.1K followers, 26K engagements
"Apple is trying to boost the gross margins on iPhone now that hardware revenue is falling/slowed down. Qualcomm lost modems Sony/Samsung will lose sensors. I won't be surprised if they go after display/screen next. (LG/Samsung under threat) Huge L for Sony and Samsung's opportunity is also capped now Huge L for Sony and Samsung's opportunity is also capped now"
X Link 2025-11-10T08:33Z 110.1K followers, 43.5K engagements
"Study the supply chain anon Tamura Corp $6768 makes soldering materials for PCBs and components for transformers. Up 12% today. Revised its forecasted revenue next year up 7%. Tamura Corp $6768 makes soldering materials for PCBs and components for transformers. Up 12% today. Revised its forecasted revenue next year up 7%"
X Link 2025-11-10T15:32Z 110.1K followers, 72.7K engagements
"That article is wrong $GDS and $VNET revenue would have gone down if that were the case Good WSJ story showing that US export controls on AI chips are working. This is our best - and only - lever to slow down China on AI. Now that the strategy is producing real results we should double down and close loopholes not take our foot off the gas. https://t.co/aQDnCcKb8C Good WSJ story showing that US export controls on AI chips are working. This is our best - and only - lever to slow down China on AI. Now that the strategy is producing real results we should double down and close loopholes not take"
X Link 2025-11-12T15:41Z 110K followers, 10.2K engagements
"Wow Jensen is a killer The OEMs are getting shafted from behind Big L for Dell SuperMicro Lenovo et al Big W for the ODMs - Foxconn Wistron Quanta Inventec A very important question by a JPM analyst in Wistron's Q3 call yesterday which has been circulated in the supply chain since October. "NVIDIA appears to be planning a major shift in its business modelmoving away from selling the board (Bianca Port UPB) and instead directly https://t.co/ssxkI1bH5M A very important question by a JPM analyst in Wistron's Q3 call yesterday which has been circulated in the supply chain since October. "NVIDIA"
X Link 2025-11-13T00:02Z 110.1K followers, 133.8K engagements
"LMAO Marvell and Amazon took massive Ls Great for Nvidia SHORT MARVELL AWS Tranium [--] encountered with redesign issue again lately. As a result its mass production starting time might be delayed from originally end-1Q26 to end-2Q26. Meanwhile AWS also introduced Broadcom into its Tranium [--] supply chain: https://t.co/lKCutcpJOI AWS Tranium [--] encountered with redesign issue again lately. As a result its mass production starting time might be delayed from originally end-1Q26 to end-2Q26. Meanwhile AWS also introduced Broadcom into its Tranium [--] supply chain: https://t.co/lKCutcpJOI"
X Link 2025-11-18T01:24Z 110.1K followers, 77.7K engagements
"M9 will create problems Compute tray PCB: Unimicron & Victory Giant Tech (stock up 600% can't buy as it is listed on Mainland China) CCL: Doosan (listed in Korea so can't buy) Switch Tray PCB: Victory Giant Tech & WUS Printed Circuit CCL: Shengyi & EMC Korea Meritz Securities: Vera Rubin PCB/CCL Trends Currently material sample submissions for Rubins PCB/CCL began starting in September and the program has entered the full-scale material qualification phase. If no major design change occurs it is expected that system Korea Meritz Securities: Vera Rubin PCB/CCL Trends Currently material sample"
X Link 2025-12-22T10:50Z 110.1K followers, 14.2K engagements
"Furukawa Electric trading at 20x PE always surprises me"
X Link 2025-12-24T09:07Z 110K followers, 67.6K engagements
"Look at the growth in [----] anon This also means that TSMC will massively increase CoWoS equipment purchases and build new plants Thats a fucking insane number. https://t.co/kvDOU4WYrc Thats a fucking insane number. https://t.co/kvDOU4WYrc"
X Link 2026-01-05T00:51Z 110.1K followers, 25.1K engagements
"Plz raise CAPEX C.C. Wei Prepare for $tsm earnings this evening/morning at a moment in time when they have 120% more demand than capacity. Prepare for $tsm earnings this evening/morning at a moment in time when they have 120% more demand than capacity"
X Link 2026-01-15T01:41Z 110K followers, 20.8K engagements
"@illyquid They have competition from Taiwan Glass M9 adopting Q glass but the demand is super high and supply too tight"
X Link 2026-01-19T05:46Z 110.1K followers, [----] engagements
""Solving the latency and bandwidth problem by using DRAM located centimeters rather than HBM." @zephyr_z9 Seems to increase the chance of the tpuv8 rumor being true no Especially considering google is known for thinking outside the box and focusing on cost. @zephyr_z9 Seems to increase the chance of the tpuv8 rumor being true no Especially considering google is known for thinking outside the box and focusing on cost"
X Link 2026-02-02T17:14Z 110.1K followers, 43.9K engagements
"Bannon talks like a 4chan chud"
X Link 2026-02-03T08:16Z 110.1K followers, 46.6K engagements
"Qcom is in a super bad spot They had 75% market share in China's automotive SoC market Xiaomi and BYD are launching their own SoCs while Huawei is taking away market share from them Smartphone sales will contract for the next [--] years AI200/AI250 is likely a scam Two silver linings - everyone except Apple/Huawei uses their AR1 chip in their AR glasses. Edge AI may start taking off by mid [----] Visual approximation of $ARM management watching Nuvia // $QCOM implode despite losing the legal battle over ALA transferablity and overlap interpretation. https://t.co/AyyCivAFME Visual approximation of"
X Link 2026-02-03T10:17Z 109.9K followers, 81.6K engagements
"I haven't talked much about this on Twitter But the IoT + Edge market (especially if the ASP of the product in which memory is used is low) will get rekt this year We have covered what's happening in that market in the Semis Memo: https://www.citriniresearch.com/p/semis-memo-muscle-memory https://www.citriniresearch.com/p/semis-memo-muscle-memory"
X Link 2026-02-03T13:28Z 110K followers, 22.4K engagements
"Lip Bu Tan: Memory is the biggest constraint for AI rn even bigger than power and fab capacity. No relief till 2028"
X Link 2026-02-03T18:13Z 110K followers, 153.9K engagements
""Its roughly [---] Starship launches to get them to a gigawatt in space." So each launch adds [----] MW of compute or [--] kW/ton (if mass to LEO is [---] tons for each Starship launch) SemiAnalysis CEO @dylan522p: There's a bet between the Heads of Compute at xAI and Anthropic over what percentage of worldwide datacenter capacity is in space by the end of [----]. The bar is 1%. So the xAI guy is really bullish." I take the under on 1% by [--] because thats https://t.co/fYyY4RHFfa SemiAnalysis CEO @dylan522p: There's a bet between the Heads of Compute at xAI and Anthropic over what percentage of"
X Link 2026-02-04T03:30Z 110K followers, 87.1K engagements
"DIGITIMES: Legacy SLC/MLC NAND Q2 [--] contract prices are rumored to see YoY increases of up to 400500%"
X Link 2026-02-04T06:44Z 110.1K followers, 39.7K engagements
"Interesting Elon's team visited GCL Group (their subsidiary GCL Optoelectronics makes perovskite cells) Lots of interest in perovskite solar cells after Elon's team visited Chinese solar companies. Let me provide a quick overview of what's happening in the Chinese perovskite ecosystem. Pervoskite is still mostly in R&D phase but some megawatt-class pilot lines have been announced. Lots of interest in perovskite solar cells after Elon's team visited Chinese solar companies. Let me provide a quick overview of what's happening in the Chinese perovskite ecosystem. Pervoskite is still mostly in"
X Link 2026-02-04T11:15Z 110.1K followers, 23K engagements
"ABF substrate will have a multi year supply shortage every player will benefit from it AT&S is the cheapest one available and I think they will get big orders Not only Ibiden Unimicron and other companies EMIB-T solutions are also under development. Not only Ibiden Unimicron and other companies EMIB-T solutions are also under development"
X Link 2026-02-04T12:40Z 110.1K followers, 33.7K engagements
"Crazy diss from Anthropic aimed at OpenAI for introducing ads in ChatGPT Who is running the Ads department at Anthropic"
X Link 2026-02-04T14:28Z 110.1K followers, 244.4K engagements
"Qualcomm down 23% since my call in early December Android market about to get crushed this year https://t.co/gQqV7JEp7p Android market about to get crushed this year https://t.co/gQqV7JEp7p"
X Link 2026-02-05T01:52Z 110.1K followers, 21.6K engagements
"Bad news for Qualcomm was released weeks ago WOW This is much bigger than I thought 20% cut "Xiaomi and OPPO have reduced their forecasts by more than 20% vivo by nearly 15% and Transsion to below [--] million units mainly impacting mid-to-low-end models and overseas products." WOW This is much bigger than I thought 20% cut "Xiaomi and OPPO have reduced their forecasts by more than 20% vivo by nearly 15% and Transsion to below [--] million units mainly impacting mid-to-low-end models and overseas products.""
X Link 2026-02-05T03:12Z 110.1K followers, 18.8K engagements
"Demis has been quite clear about his AGI timelines (5 years) If $GOOGL was really AI pilled they should abandon GCP entirely and hoard all the infra and model magic for themselves. If you get something close to AGI why would you let any other company use it If $GOOGL was really AI pilled they should abandon GCP entirely and hoard all the infra and model magic for themselves. If you get something close to AGI why would you let any other company use it"
X Link 2026-02-05T04:13Z 110.1K followers, 46.5K engagements
"President is pushing BYOG .@POTUS: AI is going to be maybe the biggest thing bigger than the Internet bigger than anything else. We are leading China by a lot. We are leading everybody by a lot. I came up with a concept: each data center that is built is going to generate their own electricity. https://t.co/wUxqGf0XoO .@POTUS: AI is going to be maybe the biggest thing bigger than the Internet bigger than anything else. We are leading China by a lot. We are leading everybody by a lot. I came up with a concept: each data center that is built is going to generate their own electricity."
X Link 2026-02-05T04:19Z 110K followers, 38.3K engagements
"Infineon raising prices LFG Legacy semis are so bacc Infineon Infineon https://t.co/BOoIdTPk8x Infineon Infineon https://t.co/BOoIdTPk8x"
X Link 2026-02-05T04:25Z 110.1K followers, 27.5K engagements
""Samsung Electronics possesses lines capable of producing [------] DRAM wafers per month. Adding up to [------] wafers of new capacity would mean a maximum 18% increase in DRAM production capability within a single year." LFG Exclusive Samsung to Expand DRAM Capacity for HBM4 by [------] Wafers per Month Samsung Electronics is embarking on an initiative to increase its new DRAM production capacity by nearly 20% this year centered around its Pyeongtaek Plant [--] (P4). The core of this expansion is to https://t.co/yZwmesq241 Exclusive Samsung to Expand DRAM Capacity for HBM4 by [------] Wafers per Month"
X Link 2026-02-05T05:53Z 110.1K followers, 53.2K engagements
"@teortaxesTex did u ever sell"
X Link 2026-02-05T07:54Z 110K followers, [----] engagements
"Interesting Chinese gov is restricting memory exports and even networking equipment makers will see a 4%-5% margin contraction due to high DDR4/DDR3 prices"
X Link 2026-02-05T10:53Z 110.1K followers, 53.8K engagements
"Metric to watch AI DROVE 7% OF JANUARY JOB CUTS: CHALLENGER https://t.co/tKTAEDRFQr AI DROVE 7% OF JANUARY JOB CUTS: CHALLENGER https://t.co/tKTAEDRFQr"
X Link 2026-02-05T13:23Z 110.1K followers, 38.2K engagements
"Amon: IT'S NOT A DEMAND ISSUE IT'S A MEMORY SUPPLY ISSUE. Interesting contrast Qualcomm/Android is framing it as a supply constraint while Tim Apple is calling memory a "cost pressure" Apples Q1 [----] earnings call provided a number of insights. Below are the key takeaways from a memory sector perspective: Earnings call transcript: https://t.co/6uSjiUELm3 [--]. Apple highlighted two major uncertainties in its hardware supply chain: advanced nodes and memory. The Apples Q1 [----] earnings call provided a number of insights. Below are the key takeaways from a memory sector perspective: Earnings call"
X Link 2026-02-05T17:30Z 110K followers, 18.4K engagements
"Twink Altman launching GPT [---] Codex and demolishing Opus [---] (65.4%) in minutes is a fitting response Big Codex drop Sam can save himself from yesterday's PR disaster if he has a nice dunk on Anthropic Big Codex drop Sam can save himself from yesterday's PR disaster if he has a nice dunk on Anthropic"
X Link 2026-02-05T18:28Z 110K followers, 147.9K engagements
"Interesting Nvidia is taking HBM very seriously (mostly for the custom base die yield and test) : https://t.co/fVH9R5lea2 : https://t.co/fVH9R5lea2"
X Link 2026-02-07T07:09Z 110.1K followers, 32.8K engagements
"Tokyo Electron is losing market share in China https://t.co/4HMfxUd5JB https://t.co/4HMfxUd5JB"
X Link 2026-02-07T14:07Z 110.1K followers, 26.1K engagements
"2.5x speedup and 6x price increase Small batch size Total throughput of the system takes a giant hit on increasing tokens/user/sec Our teams have been building with a 2.5x-faster version of Claude Opus [---]. Were now making it available as an early experiment via Claude Code and our API. Our teams have been building with a 2.5x-faster version of Claude Opus [---]. Were now making it available as an early experiment via Claude Code and our API"
X Link 2026-02-07T19:57Z 110.1K followers, 46.4K engagements
"Furukawa Electric is finally trading at a respectable 35x PE Furukawa Electric trading at 20x PE always surprises me https://t.co/V2P73n4RmD Furukawa Electric trading at 20x PE always surprises me https://t.co/V2P73n4RmD"
X Link 2026-02-09T07:23Z 110.1K followers, 39.6K engagements
"Will be quite funny if GLM releases a model with DSA before the Whale GLM [--] is 2x the total parameter of GLM [---] + deepseek sparse attention for efficient long context this is going to be a crazy model https://t.co/sAhETcOdTu GLM [--] is 2x the total parameter of GLM [---] + deepseek sparse attention for efficient long context this is going to be a crazy model https://t.co/sAhETcOdTu"
X Link 2026-02-09T12:35Z 110.1K followers, 34.6K engagements
"The most important thing that InP bulls should monitor is the price of 7N High Purity Indium $AXTI - 7N high purity Indium hit over $1K+ USD and has increased parabolically over the last three months. This is a derivative reflection of price hikes. There's two nuances: [--]. This is local SMM pricing (China controls 70%+ of the supply chain). Hyperscalers from https://t.co/GQWkJaoEOC $AXTI - 7N high purity Indium hit over $1K+ USD and has increased parabolically over the last three months. This is a derivative reflection of price hikes. There's two nuances: [--]. This is local SMM pricing (China"
X Link 2026-02-10T08:58Z 110K followers, 23.5K engagements
"Must read Kimi Agent Swarm blog is here 🐝 https://t.co/XjPeoRVNxG Kimi can spawn a team of specialists to: - Scale output: multi-file generation (Word Excel PDFs slides) - Scale research: parallel analysis of news from [--------] - Scale creativity: a book in [--] writing styles https://t.co/ElTzf3ksQe Kimi Agent Swarm blog is here 🐝 https://t.co/XjPeoRVNxG Kimi can spawn a team of specialists to: - Scale output: multi-file generation (Word Excel PDFs slides) - Scale research: parallel analysis of news from [--------] - Scale creativity: a book in [--] writing styles https://t.co/ElTzf3ksQe"
X Link 2026-02-10T09:00Z 110.1K followers, 25.4K engagements
"Is Anthropic's vesting structure different from other labs Many people are leaving labs with tons of resources (while legends from pre-AI software are joining the labs). What is most remarkable to me is that the first group seems confident they'll build new companies outside. Anthropic folks are skeptical about that. Many people are leaving labs with tons of resources (while legends from pre-AI software are joining the labs). What is most remarkable to me is that the first group seems confident they'll build new companies outside. Anthropic folks are skeptical about that"
X Link 2026-02-10T09:18Z 110.1K followers, 27.4K engagements
""Global equity Deriv Commodities" falling for scams and threatening others I don't wanna go full @teortaxesTex mode on this guy but he is certainly asking for it I deleted that tweet because this person @SnlSgh started threatening me for some reason https://t.co/Isl1GdHNK5 I deleted that tweet because this person @SnlSgh started threatening me for some reason https://t.co/Isl1GdHNK5"
X Link 2026-02-10T10:17Z 110.1K followers, 19K engagements
"Burry doing Technical analysis astrology on the TL WTF I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE"
X Link 2026-02-10T10:34Z 110.1K followers, 64.2K engagements
"@SnlSgh @teortaxesTex I have a question Ur profile mentions "global equity deriv commodities" But how did u fell for a such an obvious scam on twitter"
X Link 2026-02-10T10:49Z 110K followers, [---] engagements
""Rubin racks alone will account for 13% of total global NAND demand next year." Btw none of the financial analysts had modeled this demand before Jensen announced it at CES Morgan Stanley expects [-----] NVIDIA Rubin racks to ship next year and models that the KV-cache SSDs and ICMS consumed by these Rubin racks alone will account for 13% of total global NAND demand next year. $SNDK Morgan Stanley expects [-----] NVIDIA Rubin racks to ship next year and models that the KV-cache SSDs and ICMS consumed by these Rubin racks alone will account for 13% of total global NAND demand next year. $SNDK"
X Link 2026-02-10T12:44Z 110.1K followers, 36.1K engagements
"DC buildout takes time [---] Codex (Feb 26) is the first model trained on Blackwell even though it was launched in early [----] Only [--] lab has a truly independent RL & data pipeline (DeepSeek and it took them over [--] months to achieve it) "China has maintained its AI trajectory and continued to close the gap with US models despite US export controls and a huge capex disparity." @Bloomberg https://t.co/8sH7MvpukB "China has maintained its AI trajectory and continued to close the gap with US models despite US export controls and a huge capex disparity." @Bloomberg https://t.co/8sH7MvpukB"
X Link 2026-02-10T15:59Z 110.1K followers, 20.5K engagements
"@atelicinvest Composer [--] was GLM 4.5/4.6"
X Link 2026-02-10T17:09Z 110K followers, [---] engagements
"@Tsucks6432 Not too sure Glm [---] & Kimi k2.5 are damn good"
X Link 2026-02-10T17:11Z 110K followers, [---] engagements
"The old days @teortaxesTex You are forgetting zhipuAi yi bytedance alibaba @teortaxesTex You are forgetting zhipuAi yi bytedance alibaba"
X Link 2026-02-10T17:16Z 110K followers, 16.1K engagements
"WOW "BYD's Sodium Ion battery can support [-----] cycles & has [--] yr warranty. Operates from [---] to +60 C. Can support 4C charging & 6C discharge." BYD announces its progress on Sodium Ion & Solid State Battery. GWh scale SSB is getting built right now & will install on small # of models in [----]. It will support fast charging long service life even in -30C climate. Its SIB is already in 3rd gen. Can support [-----] cycles & https://t.co/zDkSCnj2Ua BYD announces its progress on Sodium Ion & Solid State Battery. GWh scale SSB is getting built right now & will install on small # of models in 2027."
X Link 2026-02-10T20:51Z 110.1K followers, 26.4K engagements
"GAAFET Ramp 2026"
X Link 2026-02-10T22:06Z 110.1K followers, 11.3K engagements
"@vikramskr tiktok too"
X Link 2026-02-11T07:35Z 110K followers, [----] engagements
""The model is very fast on the app" Looks like V4 mini is here A new DeepSeek model is coming The model appears to be available on the mobile app first. On the mobile app Im seeing a May [----] knowledge cutoff while the website shows a July [----] cutoff date The model is very fast on the app https://t.co/AOQ4bXbWqR A new DeepSeek model is coming The model appears to be available on the mobile app first. On the mobile app Im seeing a May [----] knowledge cutoff while the website shows a July [----] cutoff date The model is very fast on the app https://t.co/AOQ4bXbWqR"
X Link 2026-02-11T09:08Z 110.1K followers, 20.9K engagements
"It's 285B Wonder what the active parameters are @teortaxesTex do u think the active param ratio will be below 1% @zephyr_z9 @yifan_zhang_ @gpuhell @RYANHINGSHING 285685🤯 @zephyr_z9 @yifan_zhang_ @gpuhell @RYANHINGSHING 285685🤯"
X Link 2026-02-11T09:43Z 110.1K followers, 18.3K engagements
"@frontier_foid Why is it for the next release after that Something like v4.5"
X Link 2026-02-11T16:17Z 110.1K followers, [---] engagements
"@frontier_foid wait. so the big boi will launch soon as well"
X Link 2026-02-11T16:19Z 110.1K followers, [---] engagements
"U guys should also look into the players listed in Hong Kong Shanghai IC fund getting 11x more capital to back domestic chip players and you dont want to be long $ACMR anon Shanghai IC fund getting 11x more capital to back domestic chip players and you dont want to be long $ACMR anon"
X Link 2026-02-11T16:37Z 110.1K followers, 20.1K engagements
"@Alex_Intel_ @insane_analyst legacy"
X Link 2026-02-11T16:44Z 110.1K followers, [---] engagements
"RT @zephyr_z9: "200 tons of copper per gigawatt of AI demand" I think u misread the Nvidia 800V blog The [---] tons figure is for rack busbar"
X Link 2026-02-11T16:56Z 110.1K followers, [---] engagements
"@_thomasip i highly doubt that many models very close to opus 4.5/ [---] codex exist"
X Link 2026-02-11T17:27Z 110.1K followers, [----] engagements
"@mweinbach context is still 128k"
X Link 2026-02-11T17:31Z 110.1K followers, [---] engagements
"RT @ArtificialAnlys: GLM-5 is the new leading open weights model GLM-5 leads the Artificial Analysis Intelligence Index amongst open weigh"
X Link 2026-02-11T20:18Z 110.1K followers, [--] engagements
"RT @Citrini7: The AI trade has turned vicious - far from the sanguine rally in the supply chain it is now pricing risk in from B2B SaaS to"
X Link 2026-02-11T20:43Z 110.1K followers, [--] engagements
"RT @synthwavedd: gemini-3.1-pro-preview"
X Link 2026-02-11T22:43Z 110K followers, [--] engagements
"OpenAI down bad"
X Link 2024-11-20T22:39Z 110.1K followers, 118.8K engagements
"Altman & half of D.C. see this face in their nightmares twitter hype is out of control again. we are not gonna deploy AGI next month nor have we built it. we have some very cool stuff for you but pls chill and cut your expectations 100x twitter hype is out of control again. we are not gonna deploy AGI next month nor have we built it. we have some very cool stuff for you but pls chill and cut your expectations 100x"
X Link 2025-01-20T08:40Z 110.1K followers, 86.7K engagements
"For anyone worried about Chinese gov stopping the open sourcing of Deepseek models after this Deepseek was releasing R1 today Wenfeng was securing AGI compute https://t.co/Wo4K0m5S6C Deepseek was releasing R1 today Wenfeng was securing AGI compute https://t.co/Wo4K0m5S6C"
X Link 2025-01-21T07:49Z 110.1K followers, 90K engagements
"Whale has the Mandate of Heaven now"
X Link 2025-02-17T11:44Z 110.1K followers, 470.4K engagements
"Massive release from SiCarrier/Huawei They went ALL IN"
X Link 2025-03-26T06:08Z 110.1K followers, 245.6K engagements
"be Yang Zhilin absolute legend creates XLNet at Google basically teaches BERT a lesson in "hold my beer" leaves to start own thing calls it "Moonshot" because of course he did the man is 100% Pink Floyd-pilled 2024: Drops an LLM with a [--] MILLION context window even bigger than Gemini [---]. The internet collectively loses its mind. Servers are on fire. January 2025: The Deepseek Moment Out of nowhere a whale emerges The entire AI hype beast media who have the attention span of a goldfish immediately swarms to the new shiny thing. "Moonshot is cooked." "Should have just been an API wrapper bro.""
X Link 2025-09-02T15:40Z 110.1K followers, 236.9K engagements
"LLaMA dev at Meta [----] just finished "training" LLaMA [--] Maverick on [------] H100s cost more than Zuck's entire Hawaiian bunker complex we're gonna own these Chinese open-source posers @teortaxesTex on Twitter posts a link to a paper from "DeepSeek" some guys from Hangzhou their model "R1" is topping the charts lol probably just overfitted trash boss runs into the bullpen face whiter than a sheet "THEY DID WHAT ON [----] GPUS" mfw their paper shows R1 was trained on a fraction of our compute their architecture is some galaxy-brain shit we didn't think of absolute panic Zuck's personal android"
X Link 2025-09-03T14:38Z 110.1K followers, 200.9K engagements
"be Dario Amodei [----] working at OpenAI suddenly get a case of the super ethical fear feels about GPT-2 "We can't release this The misalignment risk is too high The paperclips Think of the paperclips" quit in a huff of sanctimony to start my own AI company Anthropic our mission: to build a "safe" AI that is completely utterly and totally harmless translation: so cucked it will actively refuse to tell you a joke if the punchline could be construed as micro-aggressive need funding look for people who are also terrified of a future where an AI might hurt someone's feelings find my people: the"
X Link 2025-09-08T20:47Z 110.1K followers, 617.2K engagements
"be nvidia want to sell more GPUs to china why check the CUDA developer stats ohfugg.jpg half of them are chad chinese developers see them starting to play with Huawei's "Ascend" chips mfw the two biggest inference engines (vLLM SGLang) were literally made by them realize you're losing the people who build your entire goddamn ecosystem suddenly feel like you're selling a game console but the best game devs are switching to a new one "We are how you say profoundly and deeply f**ked." - Jensen probably You have to ask - why is Nvidia so obsessed with selling to China Why not put our American"
X Link 2025-09-13T08:47Z 110.1K followers, 107.1K engagements
"be [--] year old Taiwanese STEM grad top 10% of class land prestigious job at world-famous ODM sweatshop starting salary: 22K NTD/month same as [----] intern subsidy boss proudly announces 0.5% raise beats inflation if you dont eat shareholders pocket record profits buy 5th luxury condo in Taipei I rent a [--] ping taofang with a balcony illegally bolted to the wall balcony collapses landlord keeps deposit for renovation check GDP per capita: $33k wonder if Im a rounding error calculate I can own a house in [--] years dating app bio: Looking for co-signer not soulmate match rate: [--] even ghosts swipe"
X Link 2025-09-14T11:05Z 110.1K followers, 313.3K 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 [---] days call it Colossus local grid: lol no rent every diesel generator on the continent create [---] exaflops cloud of doom train Grok-1 ship in [--] months train Grok-2 ship in [--] both still think 2+2=potato whatever Grok-3 drops [--] compute actually passes math turn RL compute dial to [--] for Grok-4"
X Link 2025-09-14T17:35Z 110.1K followers, 1.7M engagements
"be Wang Xingxing [----] 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 90% challenge accepted.jpg found Unitree next Tuesday with $27 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 2025-09-15T15:45Z 110.1K followers, 53.9K engagements
"be a [--] year old NAND trader who still lives with mom 2023: suppliers slash wafer starts like its a Black Friday clearance prices stop falling everyone shocked Pikachu face 2025: smartphone refresh cycle kicks in OEMs suddenly need [--] TB to hold [--] TikTok drafts GenAI bros discover 8-sec AI video = [---] MB a pop Googles Flow cranks out [---] M clips in [--] days storage equivalent of every Marvel movie do quick maffs: [---] M [---] MB = [--] PB of fresh NAND thirst back-of-envelope model with nano banana for scale result: holy potassium DCs duplicate it [--] (hot/warm/cold) so [--] PB [---] PB real demand HDD"
X Link 2025-09-15T18:30Z 110.1K followers, 91.7K engagements
"be CFO of Lululemon [----] earnings call opens like a funeral dirge Americas revenue limps +1% comparable sales down 4% U.S. foot traffic nosedives 8.5% stores emptier than my exs heart CEO on mic: product assortment feels stale translation: weve been reskinning the same black legging since [----] meanwhile Vuori bros doing pushups on $1B revenue Alo Yoga opens 100th sanctuary store selling zen flavored spandex our R&D budget went to renaming Luon to Luon [---] and adding one extra seam customer walks in tags still $128 walks right back out to ONs 21% growth rocket China saves the quarter: +25% but"
X Link 2025-09-15T22:41Z 110.1K followers, 324.8K engagements
"be me Elon "GPU golem" Musk "we're gonna build a [--] M sqft GPU temple in [--] months get the warehouse keys" entire OpenAI campus still arguing over lunch menu I already poured 40k yards of concrete power lol just buy a dead Duke Energy plant in Mississippi regulators let me spin turbines without a permit Tennessee eco-twitter: "no gas turbines in Memphis" move [---] ft south "what turbines" rent [---] MW of Solaris turbines literally Airbnb for gas NYSE shows xAI = [--] % of Solaris order book stock ticker changes to "$ELON_NEED_POWER" Oracle still waiting for concrete to cure I already have 119"
X Link 2025-09-16T21:47Z 110.1K followers, 201.1K engagements
"5-foot-nothing Masayoshi caffeine-based lifeform grandpa smuggled out of Korea I smuggle Pong machines into Cali dorms professor says kid your translator is neat Sharp writes check for $1.7M return to Japan tell mom Im a bank now she still asks when Ill marry 1981: start SoftBank selling floppy disks out of a Subway sandwich shop magazine + software = media empire basically Spotify for MS-DOS buy COMDEX for giggles party so hard even Vegas files HR complaint 1995: Yahoo looks like nerdy goldmine buy 35% for $100M create Yahoo Japan it prints money faster than BOJ can devalue it 1999: meet"
X Link 2025-09-18T18:54Z 110.1K followers, 138K 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 [--] overpriced boat gas because ethics BASF looks at bill Thyssen looks at bill both pack [--] bn and ghost to Texas China decides BYD BMW cancels orders like bad Tinder date USA threatens [--] % 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 [--] % job slots empty even the robots"
X Link 2025-09-19T12:54Z 110.1K followers, 678K engagements
"be me mid-tier autist with RH gold and a gut feeling June 2025: normies chasing NVIDIA at [---] earnings Im buying boring Sandisk & Seagate calls so out-of-the-money theyre basically orbit FinTwit laughs: HDDs are the new dial-up bro AI video drops 1-hr clip = [---] GB bigger than my first [--] laptops combined every hyperscaler on Earth suddenly needs a exabyte just for the cat-filter model September: Sandisk +300 % Seagate +200 % my 10k yolo now a down-payment on a lambo analysts call it THE MEMORY SUPERCYCLE like they didnt just learn the word yesterday hot storage = NVMe buns fresh off the grill"
X Link 2025-09-22T12:56Z 110.1K followers, 92K engagements
"Alibaba Qwen officially achieves frontier lab status LFG"
X Link 2025-09-23T20:34Z 110.1K followers, 106.4K engagements
"Jensen running the whole game like a gangsta"
X Link 2025-09-28T04:06Z 110.1K followers, 110.4K 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 [----] to 6M WPM in 2029-30"
X Link 2025-10-02T11:44Z 110.1K followers, 602.1K engagements
"BRUH long $SPRB. my price target is $500. rare disease is my specialty. the ERT for Sanfilippo will be approved (CMC notwithstanding) and be the new standard of care. long $SPRB. my price target is $500. rare disease is my specialty. the ERT for Sanfilippo will be approved (CMC notwithstanding) and be the new standard of care"
X Link 2025-10-06T19:10Z 110.1K followers, 218K engagements
"Grid upgrades incoming boys Lots of good picks here Trump: Our grid is old and tired Trump: Our grid is old and tired"
X Link 2025-10-07T05:13Z 110.1K followers, 279.1K engagements
"be The Information's star "finance" reporter failed 8th grade math but own [--] Hermes bags so whatever leaked Oracle slide: $900 M revenue $125 M gross $100 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 [---] call him a bigot realize whole story is "hotel"
X Link 2025-10-07T19:14Z 110.1K followers, 248.7K engagements
"Andrew Tulloch "the PyTorch King" is back at Meta He at least got a [--] Billion Dollar bag"
X Link 2025-10-11T18:44Z 110.1K followers, 741.4K engagements
"Broadcom's 5th customer ($10B) isn't Apple or XAI It's Anthropic. They won't design a new chip. They will be buying TPUs from Broadcom. Expect Anthropic to announce a funding round from Google soon"
X Link 2025-10-16T14:45Z 110.1K followers, 609K engagements
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