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[@zephyr_z9](/creator/twitter/zephyr_z9)
"Well Good news for Intel They won the orders for Maia X (Microsoft)"  
[X Link](https://x.com/zephyr_z9/status/1979187556613775835) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-17T14:07Z 38.4K followers, 20.5K engagements


"Is this real Sora one shotted boomers"  
[X Link](https://x.com/zephyr_z9/status/1979824944549929119) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T08:20Z 38.4K followers, 6192 engagements


"China played "one" of their Trump cards It's also economically inconsequential for China (the global market is $4B) The small size is one of the reasons why they like to use it everytime Both sides still have lots of ammunition left"  
[X Link](https://x.com/zephyr_z9/status/1978366261156290663) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-15T07:44Z 38.4K followers, 25.3K engagements


"U don't get what Fink is saying Tokenization for him is a means to tap into more customers globally A person creates their crypto wallet gets KYCed (some firms won't even require this) and now they can invest in any asset globally from anywhere in the world (as long as it's tokenized) Since American assets are the most sought-after most money will flow into them and their price will go up BlackRock gets to reach more customers cut through a bunch of regulatory barriers and gain market access (which was not available in the traditional system)"  
[X Link](https://x.com/zephyr_z9/status/1978927927061590276) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T20:55Z 38.3K followers, 64.9K engagements


"WOW So Q3 sales for Nvidia in China has been zero Any recent news about compute shortages in China Cuz I haven't seen any article"  
[X Link](https://x.com/zephyr_z9/status/1979240000773345693) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-17T17:36Z 38.3K followers, 3982 engagements


"A lot of Deepseek interns have left the startup to pursue their PhD"  
[X Link](https://x.com/zephyr_z9/status/1979555927134282103) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-18T14:31Z 38.4K followers, 370K engagements


"Average OAI Employee: GPT-5 "found" the solutions for unsolved Erdos problems. AGI achieved Average Google Employee: This is embarrassing"  
[X Link](https://x.com/zephyr_z9/status/1979560938253795402) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-18T14:51Z 38.3K followers, 82.5K engagements


""NVIDIA Leads Open Source AI Momentum" This is also objectively false The most aggressive open source player and the one who leads Open Source AI Momentum is Alibaba Qwen"  
[X Link](https://x.com/zephyr_z9/status/1979632443562098893) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-18T19:35Z 38.3K followers, 5455 engagements


"where will the money come from"  
[X Link](https://x.com/zephyr_z9/status/1979960754829746523) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T17:20Z 38.4K followers, 7703 engagements


"be Sherwin-Williams 158-year-old paint empire Q2 2025: sales up X % EPS down XX % stock still up because number go brrr CEO on earnings call: softness is transitory also transitory: 401(k) match now paused temporarily tweet we care about employees in Helvetica XXX pt HR adds footnote: care does not include compound interest Trump tariffs hit titanium dioxide now costs its weight in MAGA hats resin priced like its bottled at Mar-a-Lago interest rates parked at XXX % like a rusted pickup nobody can afford to tow store manager: Sir the customers are just browsing the color chips for warmth plant"  
[X Link](https://x.com/zephyr_z9/status/1967832159093190818) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-16T06:05Z 38.3K followers, 142.5K engagements


"Leopold's biggest prediction failure was thinking that Chinese LLMs would remain 1-2 years behind American LLMs Rn they are either ahead (Qwen3 VL) on par (Kimi's writing) or weeks behind American SOTA"  
[X Link](https://x.com/zephyr_z9/status/1972991061950865643) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-30T11:45Z 38.3K followers, 39.6K engagements


"Wait WHAT They are restricting H100s and B200s "These targeted chips are designed to comply with US export controls while preserving Nvidias market share in China. However the inspections have recently been expanded to cover all advanced semiconductor products to also combat smuggling of high-end chips that breach US export restrictions""  
[X Link](https://x.com/zephyr_z9/status/1976520203191378247) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-10T05:28Z 38.3K followers, 53.9K engagements


"Looks like ASML will be presenting their EUV (replica) in China on October XX - NAURA will display their 5nm etcher ion implanters and thin film deposition equipment - SiCarrier/Huawei will present 3D NAND etching equipment plasma etching equipment and "advanced process technology" (probably the DUVi)"  
[X Link](https://x.com/zephyr_z9/status/1977332917564051958) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-12T11:17Z 38.3K followers, 50.7K engagements


"" Li Chenggang may have gone rogue and is acting on his own." Pitbull has traumatized and terrorized Bessent"  
[X Link](https://x.com/zephyr_z9/status/1978681588868174078) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T04:37Z 38.3K followers, 32.4K engagements


"Google officially starts selling TPUs to external customers and competes directly with Nvidia now"  
[X Link](https://x.com/zephyr_z9/status/1978835094216343820) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T14:47Z 38.4K followers, 531.4K engagements


"Very interesting How many tokens is Alibaba Qwen processing I wanted to see Zhipu in top XX as well 😢"  
[X Link](https://x.com/zephyr_z9/status/1979486618516853093) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-18T09:56Z 38.3K followers, 7639 engagements


"Huge machine (World's largest aperture IBF ultra precision polishing system) Can polish High NA EUV mirrors as well"  
[X Link](https://x.com/zephyr_z9/status/1979850928187740165) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T10:03Z 38.3K followers, 31.3K engagements


"Running DCs is very hard for small players unless they can differentiate at the inference layer RL post training is another emerging vector for differentiation (Thinky Machine and CoreWeave/OpenPipe have products for this)"  
[X Link](https://x.com/zephyr_z9/status/1979995924400099618) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T19:39Z 38.4K followers, 5259 engagements


"be Germany export gigachad of Europe 2021: "lmao just gonna sip cheap Russian pipe-gas and print cars forever" 2022: Putin speed-runs Special Gasectomy replaces pipeline with X overpriced boat gas because ethics BASF looks at bill Thyssen looks at bill both pack XX bn and ghost to Texas China decides BYD BMW cancels orders like bad Tinder date USA threatens XX % tariff we front-load cars like its Black Friday Q2 orders evaporate faster than Oktoberfest piss global supply chains do friend-shoring we are not the friend demographic_cliff.png Bavaria has XX % job slots empty even the robots"  
[X Link](https://x.com/zephyr_z9/status/1969022222636323327) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-19T12:54Z 38.3K followers, 675.6K engagements


"Vietnam's GDP grew by XXXX% in Q3 Highest since 2011 A big winner of Trump Tariffs and China reshoring"  
[X Link](https://x.com/zephyr_z9/status/1974901656572882983) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-05T18:17Z 38.3K followers, 52.2K engagements


"Add Seagate too We will hear some good news on the next earnings call :)"  
[X Link](https://x.com/zephyr_z9/status/1976291631612547428) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-09T14:20Z 38.3K followers, 7548 engagements


"@GlennLuk Yup He also said that JP Morgan will invest $10B in equity Will likely go to OpenAI"  
[X Link](https://x.com/zephyr_z9/status/1977767761456840940) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-13T16:05Z 38.3K followers, XXX engagements


"Estimates are getting revised TSMC is aggressive moving up nodes (N2 to A16 in just 12-15 months "Mass production of the 2nm process is scheduled to begin in the latter part of Q4. The A16 node will enter mass production in the second half of next year. AI chip demand remains far stronger than expected three months ago and the overall demand momentum continues.""  
[X Link](https://x.com/zephyr_z9/status/1978727571064787086) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T07:39Z 38.4K followers, 48.4K engagements


"We have real numbers now $20B in gross profit for every GigaWatt of compute"  
[X Link](https://x.com/zephyr_z9/status/1978875533585777017) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T17:27Z 38.3K followers, 106.5K engagements


"@AndrewTakes Nope The next Seagate earnings call will be fun"  
[X Link](https://x.com/zephyr_z9/status/1979049066492293207) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-17T04:57Z 38.3K followers, XXX engagements


"Cool work from Tencent"  
[X Link](https://x.com/zephyr_z9/status/1979572916066099534) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-18T15:38Z 38.4K followers, 3204 engagements


""Diamond tools are used to achieve maximum smoothing of the mirrors" I wonder where those artificial diamonds come from 🤔🤔"  
[X Link](https://x.com/zephyr_z9/status/1979861722879152587) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T10:46Z 38.3K followers, 20.7K engagements


"Well well well"  
[X Link](https://x.com/zephyr_z9/status/1980015449115853010) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T20:57Z 38.3K followers, 18.1K engagements


"@teortaxesTex I rarely pick fights on Twitter But the intensity of my fights are much higher"  
[X Link](https://x.com/zephyr_z9/status/1980020898816995592) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T21:19Z 38.4K followers, 1048 engagements


"be me NVIDIA in 2006 making GPUs so gamers can play World of Warcraft in HD Jensen Huang has a vision "what if we made them do. math" entire boardroom thinks he's finally lost it create CUDA a software prison so elegant academics will volunteer to be inmates gamers are confused. "Will this make Crysis run faster" Jensen: ".no :)" fast forward to 2012 AI researchers hopped up on adderall and free pizza discover they need a shitload of matrix multiplication to make cat pictures their Intel Xeons are crying smoking and filing for divorce they discover CUDA "holy shit this math thing you made is"  
[X Link](https://x.com/zephyr_z9/status/1966138284100432131) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-11T13:54Z 38.3K followers, 623.4K engagements


"be Elon co-found OpenAI for humanity watch Altman flip it into Microsofts lootbox quietly.exe launch xAI poach the best GPU whisperers from DeepMind OpenAI Anthropic raise $5B faster than a Dogecoin pump find abandoned Electrolux factory in Memphis perfect already wired for toasters slap 200k H100s in XXX days call it Colossus local grid: lol no rent every diesel generator on the continent create XXX exaflops cloud of doom train Grok-1 ship in X months train Grok-2 ship in X both still think 2+2=potato whatever Grok-3 drops XX compute actually passes math turn RL compute dial to XX for Grok-4"  
[X Link](https://x.com/zephyr_z9/status/1967281087547346970) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-14T17:35Z 38.3K followers, 1.7M engagements


"be Adobe 40-year-old PDF jockey 2025 stock doing a perfect -XX% swan dive Well pivot to AI says exec on 7-figure retention bonus cant ship a model because legal says every pixel needs a 12-page EULA Midjourney drops v7 makes our Firefly look like MS Paint with a hangover OpenAI drops GPT-Image Google drops nano-banana both free our response: Please login with your Adobe ID install Creative Cloud update XX GB restart then pay $53.99/month users collectively Alt-F4 into orbit watch in horror as ChatGPT/Gemini reads any PDF you give it for free enterprise cancels 10k seats overnight try to"  
[X Link](https://x.com/zephyr_z9/status/1967341335649644905) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-14T21:35Z 38.3K followers, 3.4M engagements


"be Boomer proud owner of three non-running cars and a lawn that looks like Afghanistan Google wants to build 500-acre data center promises actual jobs that dont involve frying pork tenderloins city council holds public hearing Karen squad shows up with glitter signs Water is life they scream X billion gallons a year thats like XX billion chicken wings worth of water mfw they think the servers are just giant bongs getting refilled by Nestle vote passes 7-0 to yeet Google back to California celebrate by watering concrete at X p.m. in July unemployment rate stays higher than our average BMI"  
[X Link](https://x.com/zephyr_z9/status/1972041153605189898) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-27T20:50Z 38.2K followers, 502.5K engagements


"CoreWeave can have $100B deal with OpenAI (best case scenario) "AMD is set to enter in 2026 via a semi-custom MI450-based project" This is something to watch out for We finally have a breakdown of OpenAI's HBM and non HBM (DDR6/DDR5) demand 340K for HBM and 560K for standard DRAM Micron didn't even get a mention LOL Even Nanya was mentioned as key beneficiary 🤣🤣🤣🤣🤣🤣"  
[X Link](https://x.com/zephyr_z9/status/1974436141777490013) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-04T11:27Z 38.3K followers, 44.3K engagements


"Someone asked me about Fujikura vs Corning Short Answer: Corning wins and Fujikura is in a different business (Telecom/submarine cables) not in fiber for AI DCs Long Answer: Fujikura's offering are better suited for telecom and submarine cables. At the fiber level both companies are equal. Fujikura also uses VAD attenuation is XXXX dB/km they also have bend insensitive fiber (EZ Bend). But things change at the connector and cable density level. Fujikura's wrappable ribbon supports upto 1728 fibers (Corning 3456 fibers) and they also don't have proprietary connectors like Corning's"  
[X Link](https://x.com/zephyr_z9/status/1974925345276199270) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-05T19:51Z 38.3K followers, 9036 engagements


""with Trump threatening XXX% tariffs buying interest may be stimulated impacting the global electric vehicle and semiconductor industries." China won't allow stockpiling Expect them to slow down exports of rare earths in a few days"  
[X Link](https://x.com/zephyr_z9/status/1977008850546126893) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-11T13:50Z 38.3K followers, 15.9K engagements


"Andrew Tulloch "the PyTorch King" is back at Meta He at least got a X Billion Dollar bag"  
[X Link](https://x.com/zephyr_z9/status/1977082941596651853) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-11T18:44Z 38.3K followers, 739.4K engagements


"It was XXX Billion Dollars 💀💀"  
[X Link](https://x.com/zephyr_z9/status/1977088400252715317) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-11T19:06Z 38.2K followers, 654.6K engagements


"19-year-old as a Board of Director for TikTok LMAO"  
[X Link](https://x.com/zephyr_z9/status/1977334802455151034) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-12T11:25Z 38.3K followers, 8.5M engagements


"Well those retards love 40x to 50x leverage Trump-China "miscommunication" caused XXXX million accounts to get liquidated"  
[X Link](https://x.com/zephyr_z9/status/1977793760961679420) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-13T17:49Z 38.3K followers, 5430 engagements


"So I was wrong Bytedance alone is processing X Quadrillion tokens per month China is in the 2.5-3 Quadrillion range"  
[X Link](https://x.com/zephyr_z9/status/1978775191174938810) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T10:49Z 38.4K followers, 33K engagements


"Place ur bets boys If Samsung succeeds then Lasertec shorts will rip (figuratively and literally)"  
[X Link](https://x.com/zephyr_z9/status/1978779966188790256) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T11:08Z 38.4K followers, 29.3K engagements


"Very interesting Is Grok's outstanding performance due to real-time access to Twitter"  
[X Link](https://x.com/zephyr_z9/status/1978794525821637052) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T12:05Z 38.3K followers, 84.3K 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) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T14:45Z 38.3K followers, 571.5K engagements


"Basically a Turkish or an Argentinian guy would prefer to invest his savings into American equities rather than putting money in the bank or buying Argentinian/Turkish stocks Regulatory barriers prevent him from doing that Tokenization of assets will enable him to access the American market or any other market with just a crypto wallet"  
[X Link](https://x.com/zephyr_z9/status/1978928879407632580) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T20:59Z 38.4K followers, 33.5K engagements


"Again no China-Taiwan war is happening in this decade Trump has done a fairly good job at pushing it close to zero"  
[X Link](https://x.com/zephyr_z9/status/1979052635857572081) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-17T05:11Z 38.4K followers, 46.6K engagements


"Not really Rare earth is the easiest and least economically impactful (on them) strategy that China has Exports of REEs are just $1B-$2B/yr By contrast WFE and chips export controls have at least vaporized $XXX billion to $XXX billion in revenue for WFE suppliers & Nvidia"  
[X Link](https://x.com/zephyr_z9/status/1979098748669001785) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-17T08:14Z 38.3K followers, 24.5K engagements


"Alibaba is eating their market share in food delivery They are trying to fight back"  
[X Link](https://x.com/zephyr_z9/status/1979119985772433890) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-17T09:39Z 38.3K followers, 17.3K engagements


""advanced packaging revenue now accounting for XX% of total revenue." AP will cross XX% of total revenue in a few years"  
[X Link](https://x.com/zephyr_z9/status/1979138821179539840) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-17T10:54Z 38.3K followers, 7139 engagements


"Cokeheads at JP Morgan think that the NAND market will not grow in 2027 U are still very early anon"  
[X Link](https://x.com/zephyr_z9/status/1979165514623492138) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-17T12:40Z 38.3K followers, 11.8K engagements


"AI being a bubble or not being a bubble depends on Neocloud's growth Let's see if they can grow at XX% CAGR"  
[X Link](https://x.com/zephyr_z9/status/1979200251589214580) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-17T14:58Z 38.3K followers, 6076 engagements


"Professor Jiang vs Professor Putin Who will win"  
[X Link](https://x.com/zephyr_z9/status/1979235906625077362) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-17T17:19Z 38.3K followers, 21.2K engagements


"@teortaxesTex @GlennLuk @lithos_graphein They could just use chiplets for dies XXX mm2 to maximize yield My bet: 2027-2030 (DUVi/EUV) Remember Huawei's internal target for 3nm is 2027"  
[X Link](https://x.com/zephyr_z9/status/1979435016753987961) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-18T06:30Z 38.3K followers, 1744 engagements


"Pretty balanced analysis from MS"  
[X Link](https://x.com/zephyr_z9/status/1979480471823061055) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-18T09:31Z 38.4K followers, 11.1K engagements


"BRUH SMRs are Dead on Arrival The quantun and SMR crash will be a sight to see"  
[X Link](https://x.com/zephyr_z9/status/1979515808905863555) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-18T11:52Z 38.3K followers, 19.6K engagements


"USG will certainly invest in Stargate I expect them to take stakes in every non-Big Tech AGI/ASI project (OpenAI xAI Anthropic)"  
[X Link](https://x.com/zephyr_z9/status/1979521344808391056) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-18T12:14Z 38.3K followers, 6046 engagements


"Very simple Their success depends on eating SaaS IT & BPO industry If u think they can eat them then they will get to $200B/year in revenue"  
[X Link](https://x.com/zephyr_z9/status/1979545099408154982) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-18T13:48Z 38.4K followers, 11.6K engagements


""NVIDIA LEADS OPEN SOURCE AI MOMENTUM AS CHINESE LABS CLOSE IN" Bruh. It's the complete opposite of what u are saying"  
[X Link](https://x.com/zephyr_z9/status/1979547737545752942) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-18T13:58Z 38.3K followers, 13.6K engagements


"Huge claim and u can certainly call such a model AGI"  
[X Link](https://x.com/zephyr_z9/status/1979596803650486647) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-18T17:13Z 38.4K followers, 53.7K engagements


"Deep Blue Moment for Coding by the end of 2025"  
[X Link](https://x.com/zephyr_z9/status/1979680401947054297) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-18T22:46Z 38.4K followers, 11.9K engagements


"16K drones Lit show"  
[X Link](https://x.com/zephyr_z9/status/1979864835119861824) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T10:58Z 38.3K followers, 3610 engagements


"Fun Fact: Limit down and circuit breakers were introduced due to this crash"  
[X Link](https://x.com/zephyr_z9/status/1979943920592154630) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T16:13Z 38.4K followers, 7613 engagements


"So a bunch of Axiom affiliates hacked my account and pumped a scam coin Of course Ycombinator is funding them"  
[X Link](https://x.com/zephyr_z9/status/1980031255434744175) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T22:00Z 38.3K followers, 24K engagements


"WTF did I just read. "OpenAI requiring 900K wpm of DRAM demand by 2029" Buy every WFE supplier and DRAM supplier under the sun Google will require a similar amount and other hyperscalers + Chinese players will require nearly 2M WPM of DRAM If these forecasts hold then DRAM capacity will expand from 2M WPM in 2026 to 6M WPM in 2029-30"  
[X Link](https://x.com/zephyr_z9/status/1973715586279706801) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-02T11:44Z 38.3K followers, 591.2K engagements


"Tracking unusual option purchases is the fastest way to make money nowadays"  
[X Link](https://x.com/zephyr_z9/status/1975191772272926752) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-06T13:29Z 38.3K followers, 740.6K engagements


"be OpenAI were AGI-maxxing bro trust the plan revenue lol lmao burn cash faster than a Saudi prince in a Monaco casino walk into PIF like salam got a PowerPoint and a prayer Saudis: how many GW you want Sam: yes sign MOU on a napkin written in camel milk ink immediately leak $500B figure to WSJ journalists: is any of this real OpenAI: its real in the sim Oracle hands Larry Ellison another yacht signs $300B cloud deal delivery date: 2027 right after Half-Life X NVIDIA shows up: well invest $100B if you actually build something Jensen whispers: pls buy more H100s I have yacht X to fund sign LOI"  
[X Link](https://x.com/zephyr_z9/status/1975283216971145282) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-06T19:33Z 38.3K followers, 182K engagements


"Grid upgrades incoming boys Lots of good picks here"  
[X Link](https://x.com/zephyr_z9/status/1975429283880575471) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-07T05:13Z 38.3K followers, 278.1K engagements


"Very interesting GPT-5 Pro is finally approaching the OG o3 scores for 1/10th the cost They failed to distill the capabilities of the OG o3 into the o3 they released but are succeeding with GPT-5 Pro Though this result could also be due to data contamination"  
[X Link](https://x.com/zephyr_z9/status/1976332862480924773) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-09T17:04Z 38.3K followers, 3350 engagements


"@pastaraspberry Nexperia is still headquartered in Netherlands europe can't really freeze the assets of any Chinese-headquartered analog player"  
[X Link](https://x.com/zephyr_z9/status/1977366169964208627) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-12T13:30Z 38.3K followers, XXX engagements


"10 GW with Nvidia XX GW with Broadcom (for their ASICs) X GW with AMD (for free) XX GW in total till now"  
[X Link](https://x.com/zephyr_z9/status/1977724582074216507) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-13T13:14Z 38.3K followers, 106.6K engagements


"Meta finally cracked VR"  
[X Link](https://x.com/zephyr_z9/status/1977762484283936897) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-13T15:44Z 38.3K followers, 386.3K engagements


"Nope The trade secrets and tacit knowledge are with 500-1000 workers"  
[X Link](https://x.com/zephyr_z9/status/1978075770548306312) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-14T12:29Z 38.3K followers, 7881 engagements


"Nope It's because Rare Earth mining and refining have abysmal margins and it's just a $4B industry"  
[X Link](https://x.com/zephyr_z9/status/1978147850300113079) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-14T17:16Z 38.4K followers, 69.7K engagements


"The "interesting idea" is pushing credit risk on partners while keeping OAI's balance sheet debt free Honestly a great finesse"  
[X Link](https://x.com/zephyr_z9/status/1978425621685661773) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-15T11:40Z 38.3K followers, 4589 engagements


"Interesting So Xi sent a pitbull to carry out the trade negotiation Completely opposite of Trump 1"  
[X Link](https://x.com/zephyr_z9/status/1978483123940929997) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-15T15:28Z 38.4K followers, 128.8K engagements


"This shouldn't be surprising Google has developed the TPU stack for over XX years and TPU's TCO is much lower for Google"  
[X Link](https://x.com/zephyr_z9/status/1978810181015220735) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T13:08Z 38.4K followers, 20.9K engagements


"Trump admin could retaliate by banning high-performance ion exchange resins (China is a net importer) Dupont Lanxess and Purolite (Ecolab) are the main foreign suppliers to China They mostly cater to the water treatment semiconductors pharmaceuticals & bioprocessing (Chinese players are behind here) They don't have much exposure in REE processing in China Sunresin Zhejiang Industrial dominate REE processing"  
[X Link](https://x.com/zephyr_z9/status/1979185067495772537) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-17T13:57Z 38.3K followers, 13.7K engagements


"First Sutton now Karpathy AGI 2027 bros in shambles"  
[X Link](https://x.com/zephyr_z9/status/1979236298800902532) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-17T17:21Z 38.3K followers, 19.5K engagements


"Two very interesting recent deals: xAI raising $20B ($7.5B in equity + $12.5B in debt) for Memphis Colossus X DCs Meta securing $27B in debt + $2.5B in equity (Blue Owl) for X GW Hyperion in Louisiana. Blue Owl owns XX% and Meta 20%"  
[X Link](https://x.com/zephyr_z9/status/1979259672600195166) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-17T18:54Z 38.3K followers, 4706 engagements


"@xyfdh6780 I prefer to use SiCarrier because it's the linchpin UEAscend is making the DUVi"  
[X Link](https://x.com/zephyr_z9/status/1979300738992869831) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-17T21:37Z 38.3K followers, XXX engagements


"LOL So Chinese or North Korean hackers had access to basically everything (employee credentials government docs and communication email servers) for over X YEARS"  
[X Link](https://x.com/zephyr_z9/status/1979436246695845969) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-18T06:35Z 38.3K followers, 30.5K engagements


""CHYNA can't make EUV mirrors with Zeiss-level smoothness" Really 🤔🤔🤔🤔"  
[X Link](https://x.com/zephyr_z9/status/1979850203625840663) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T10:00Z 38.4K followers, 61.2K engagements


"This was quite fun to write I have covered the history present and future of Nexperia in this"  
[X Link](https://x.com/zephyr_z9/status/1979927048438075411) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T15:06Z 38.4K followers, 12.8K engagements


""Theyre using 2-10x leverage to make up to +50% a month. This is a dangerous game to play." Free money for Hedge funds"  
[X Link](https://x.com/zephyr_z9/status/1979970410855662068) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T17:58Z 38.3K followers, 15.5K engagements


"@ratwizardx"  
[X Link](https://x.com/zephyr_z9/status/1980036566039851190) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T22:21Z 38.4K followers, 1919 engagements


"Nabtesco Corporation (2003) was formed from the merger of NABCO (1925) which specialized in fluid and pneumatic control technology and Teijin Seiki Co. (1944) which specialized in cutting and assembly technology. Nabtesco is the largest manufacturer of precision cycloidal"  
[X Link](https://x.com/zephyr_z9/status/1926620038762582522) [@zephyr_z9](/creator/x/zephyr_z9) 2025-05-25T12:43Z 37.8K followers, 11.2K engagements


"The main customers of Nabtesco's PGR segment are- Industrial Robots: Fanuc Yaskawa Electric KHI KUKA ABB Robotics Machine Tools: Yamazaki Mazak Okuma DMG Mori Seiki Nabtesco is deeply integrated into the design manufacturing and supply chain processes of its customers"  
[X Link](https://x.com/zephyr_z9/status/1926623201141944431) [@zephyr_z9](/creator/x/zephyr_z9) 2025-05-25T12:55Z 37.8K followers, 1067 engagements


"@MooreMorrisSemi yup Nabtesco in cycloid reducers"  
[X Link](https://x.com/zephyr_z9/status/1937744287745151106) [@zephyr_z9](/creator/x/zephyr_z9) 2025-06-25T05:26Z 37.7K followers, XXX engagements


"Was obvious X years ago -The auto sector will be adversely affected -Renault and Honda have been wrecked in the Chinese market -Toyota has held up -The big problem for Japanese automakers will arise when they start losing market share in SEA due to Chinese expansion -Section XXX on Japanese cars also fuck them up -Easy shorts imo"  
[X Link](https://x.com/zephyr_z9/status/1957386016488079525) [@zephyr_z9](/creator/x/zephyr_z9) 2025-08-18T10:16Z 37.7K followers, 7416 engagements


"Deepseek V3.1 had a reverse Deepseek moment for the Chinese stock market Chinese semiconductor stocks are up massively due this post:"  
[X Link](https://x.com/zephyr_z9/status/1958860006050222160) [@zephyr_z9](/creator/x/zephyr_z9) 2025-08-22T11:53Z 37.2K followers, 32.4K engagements


"No AMEC & Envicool Hua Hong is more China semiconductor play rather than AI"  
[X Link](https://x.com/zephyr_z9/status/1960377247920984423) [@zephyr_z9](/creator/x/zephyr_z9) 2025-08-26T16:22Z 37.7K followers, 2068 engagements


"@RYANHINGSHING What's the price for per GB of HBM3 rn"  
[X Link](https://x.com/zephyr_z9/status/1962787376666952028) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-02T07:59Z 37.2K followers, XXX engagements


"Applied Materials 2024 revenue was $XXXX Billion ASML 2024 revenue was $XXXX Billion"  
[X Link](https://x.com/zephyr_z9/status/1964912837819830316) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-08T04:45Z 38.1K followers, 1670 engagements


"SMIC's 7nm capacity will be much more than 60K WPM by the end of 2026 They have lined up lots of customers- GPUs (Moore Huawei Cambricon Biren Enflame MetaX) ADAS chip (Nio Li Auto Xpeng BYD Horizon Black Sesame Huawei) CPUs"  
[X Link](https://x.com/zephyr_z9/status/1965078296196239424) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-08T15:42Z 37.8K followers, 9749 engagements


"be me Intel world domination status: achieved have a license to print money with x86 life is good be 2007 some fruit company named Apple shows up "hey can you make a chip for our new phone" my CFO brain activates look at their offer. pathetic my margins my beautiful margins "lmao no" I tell them "get that low volume low margin peasant shit out of my office" tell them to go bother some Korean foundry they call it the "iPhone" it only sells like a bazillion units oops.mp4 should have listened to my gut but my gut was too busy counting shareholder dividends speaking of shareholders CEO is now a"  
[X Link](https://x.com/zephyr_z9/status/1965455729944658305) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-09T16:42Z 38.2K followers, 1.2M engagements


"Can someone tell me which company designed and manufactured the logic board"  
[X Link](https://x.com/zephyr_z9/status/1965511799740268743) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-09T20:25Z 37.4K followers, 39.6K engagements


"be Google in 2017 small team drops Attention Is All You Need on arXiv execs nod politely go back to selling ads for socks let Transformer gather dust for X yrs like a vintage Beanie Baby be Noam Shazeer OG wizard quits builds AI-boyfriend app millions of lonely hearts pay $XXXX to e-date 2B from Nier Google HR: any chance you wanna come back Shazeer: busy my e-gf is calling 2022 OpenAI drops ChatGPT world loses its mind Google stock does bungee jump Sundar holds all-hands: guys we need a response by Q2 team ships Bard in X weeks using XX interns 2000 TPUv4s and pure panic Bard hallucinates"  
[X Link](https://x.com/zephyr_z9/status/1967014180533276829) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-13T23:55Z 38.2K followers, 1M engagements


"be me Elon "GPU golem" Musk "we're gonna build a X M sqft GPU temple in X 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 XXX ft south "what turbines" rent XXX MW of Solaris turbines literally Airbnb for gas NYSE shows xAI = XX % 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) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-16T21:47Z 37.8K followers, 200.6K engagements


"be me wagie with XXX credit score and $3.7k savings dream: 2-bed ranch picket fence maybe a dog that doesnt hate me Zillow shows XX listings in budget all labeled pending refresh XX now say Owned by Invitation Homes rent $2400 refresh again 12th says Coming soon: Blackstone BBQ open LinkedIn see Blackstone intern bragging about scalable homeownership disruption translate: we bought your childhood street in a bulk CSV drive to open house anyway GPS redirects me to a tollbooth that charges rent walk in leasing agent wearing Patagonia vest with #RentLikeABoss ask if I can buy later she says sure"  
[X Link](https://x.com/zephyr_z9/status/1969483911073055083) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-20T19:28Z 37.7K followers, 58.2K engagements


"1868 19-y/o Irish pick-swinger on Union Pacific pay is XX cents a day whiskey rations and XXX % chance of dynamite facelift boss says lay track like your mothers chasing you with a wooden spoon we do XX miles per day just to flex on those uphill Chinamen in CP every mile = XX XXX acres + 48k gov bonds turns out company is also the contractor (nice) Crdit Mobilier invoices X cost pockets difference builds nothing but yachts for insiders shareholders = Congressmen who voted the subsidies they get caught slap on wrist re-election anyway promontory summit 1869 golden spike driven photo op nation"  
[X Link](https://x.com/zephyr_z9/status/1970561099519967613) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-23T18:49Z 37.7K followers, 5491 engagements


"Steel ✅ Semiconductors ✅ Rare Earth ✅ Now shipbuilding is the only thing left Which stock is going to receive Trump's blessings 🤔🤔🤔"  
[X Link](https://x.com/zephyr_z9/status/1970600490485588345) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-23T21:25Z 37.7K followers, 33.1K engagements


"Can someone start Sydney Sweeney AD trackers"  
[X Link](https://x.com/zephyr_z9/status/1971596091314589819) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-26T15:21Z 37.8K followers, 16.7K engagements


"Mostly has to do with Alibaba and Tencent being generous"  
[X Link](https://x.com/zephyr_z9/status/1971669654252015966) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-26T20:14Z 37.5K followers, 4834 engagements


"Looks like Geely wants to expand"  
[X Link](https://x.com/zephyr_z9/status/1972148949684572362) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-28T03:58Z 37.8K followers, 5005 engagements


"Great strategic acquisition by Credo MicroLEDs offer high modulation speed and high bandwidth density in an ultra-small space. Enables chip-to-chip optical links inside packages or across short board distances where traditional pluggable optics or copper are inefficient. This complements Credos SerDes/AEC focus on electrical I/O. Credo can integrate microLED transmitters with its DSP/SerDes and receiver front-ends to create compact optical engines co-packaged optical modules or hybrid AECs"  
[X Link](https://x.com/zephyr_z9/status/1973045591824314733) [@zephyr_z9](/creator/x/zephyr_z9) 2025-09-30T15:21Z 37.9K followers, 2678 engagements


"Alchip is severely undervalued rn"  
[X Link](https://x.com/zephyr_z9/status/1973665907412181483) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-02T08:26Z 37.6K followers, 9998 engagements


"That's becuz their HBM4 is trash and delayed SK Hynix is the best positioned"  
[X Link](https://x.com/zephyr_z9/status/1974093089838125219) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-03T12:44Z 37.6K followers, 13.6K engagements


"Now we have some concrete numbers 340K WPM for HBM and 560K WPM for DDR5/DDR6 Google will require a similar amount of Memory Other hyperscalers + Chinese players will require double that So for HBM we have 340K+ 340K+ 680K = 1360K WPM required For DRAM we have 560K+ 560K+ 1120K = 2240K WPM required Current HBM capacity is 450K WPM and 1300K-1400K WPM for standard DRAM"  
[X Link](https://x.com/zephyr_z9/status/1974442546647462309) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-04T11:52Z 38.2K followers, 33.6K engagements


""This implies that Samsung Electronics and SK Hynix could add at least $XXX billion annually in advanced DRAM sales through their supply to OpenAI" At least triple this number to $300B if AI does generate that much demand"  
[X Link](https://x.com/zephyr_z9/status/1974817731578155238) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-05T12:43Z 37.5K followers, 19.2K engagements


""The sustainability of OpenAIs infrastructure spending will increasingly depend on equity and debt financing. OpenAI's reliance on capital raising is likely to rise significantly potentially reaching up to $XX billion in 2026 alone." No wonder he has to do this"  
[X Link](https://x.com/zephyr_z9/status/1975214783151694271) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-06T15:01Z 37.6K followers, 3005 engagements


"On Prem will be 500T/year at best Google was X Quadrillion per month in August China was XXX Trillion per month few months ago They will reach 1.5-1.8 Quadrillion per month by the end of this year (according to ByteDance) China projects reaching 500T-600T tokens per day by the end of 2026 mainly due to video and agents"  
[X Link](https://x.com/zephyr_z9/status/1975276294733766788) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-06T19:05Z 37.6K followers, 13.8K engagements


"Zhipu will soon enter the frontier (S) rank too Chinese lab tiers S: Deepseek Qwen Bytedance A: Moonshot Zhipu B: Tencent Baidu Minimax Inclusion AI C: Xiaomi Meituan RedNote InternLM"  
[X Link](https://x.com/zephyr_z9/status/1975432753840799842) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-07T05:27Z 37.5K followers, 7047 engagements


"Interesting They are building huge oil reserves They already had over X Billion barrels in their SPR"  
[X Link](https://x.com/zephyr_z9/status/1975437901451473054) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-07T05:47Z 37.2K followers, 13.9K engagements


""Company expects shortages to persist until H1 2027 price increase to be adjusted in one go Nan Ya's four ABF plants' capacity fully booked by NVIDIA" ABF going up"  
[X Link](https://x.com/zephyr_z9/status/1975846744618680468) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-08T08:52Z 37.8K followers, 4475 engagements


"CoreWeave went up by XXX% becuz they launched a fucking RL training service LOL"  
[X Link](https://x.com/zephyr_z9/status/1975983246048625122) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-08T17:54Z 37.8K followers, 4580 engagements


"About XX% of the new Nvidia orders for 800G modules are going to Chinas Innolight and Eoptolink and about XX% to US companies like Coherent Lumentum Broadcom Can't even buy the Chinese players"  
[X Link](https://x.com/zephyr_z9/status/1976099279786885376) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-09T01:35Z 37.8K followers, 15.7K engagements


"Supply unable to keep with demand for the next 4-6 quarters DRAM pricew could rise by more than XX% YoY Memory Supercycle LFG"  
[X Link](https://x.com/zephyr_z9/status/1976107768915603891) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-09T02:09Z 37.5K followers, 8392 engagements


""However there are some consumable materials needed for semiconductor manufacturing that China cannot make domestically." Not true anymore They have started production of lots of specialty gases with over 5N purity in the last X years Restricting photomasks and photoresists will just lead to Chinese competitors gaining market share This is just a negotiation tactic. They don't care about Blackwell chips They want a reduction in high-end WFE export controls"  
[X Link](https://x.com/zephyr_z9/status/1976273070177517885) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-09T13:06Z 38K followers, 6214 engagements


"He is hyping up Blue Origin They will win a lot of cargo transportation contracts if Space DCs are possible"  
[X Link](https://x.com/zephyr_z9/status/1976529073498152986) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-10T06:03Z 37.8K followers, 4470 engagements


"Now Qualcomm Chinese regulatory authorities are on overdrive"  
[X Link](https://x.com/zephyr_z9/status/1976575658177552400) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-10T09:08Z 37.5K followers, 14.5K engagements


""As a result UBS has raised its 2027 DRAM CAPEX forecasts for both Samsung and SK Hynix." Memory Supercycle is just getting started anon"  
[X Link](https://x.com/zephyr_z9/status/1976602106019877050) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-10T10:54Z 37.5K followers, 4563 engagements


"Altman is now thinking in terms of compute capacity (FLOPs and GWs) rather than just vendors He will buy from NVDA AMD and use his own ASIC (made in collab with Broadcom) AMD & ASIC will be primarily used for inference while NVDA will be used for training and inference"  
[X Link](https://x.com/zephyr_z9/status/1976633199758647451) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-10T12:57Z 37.6K followers, 25.8K engagements


"Pretty cool Go design ASICs anon"  
[X Link](https://x.com/zephyr_z9/status/1976657435667685688) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-10T14:33Z 37.8K followers, 3209 engagements


"Jassy built AWS brick by brick A $100B money machine His annual compensation should be $XXX MILLION rather than $XXXX MILLION"  
[X Link](https://x.com/zephyr_z9/status/1976659642693591473) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-10T14:42Z 37.7K followers, 9330 engagements


"Chinese companies listed on American exchanges may get delisted BABA bros 😢 The big Chinese tech players could get sanctioned too TikTok deal may get torn up"  
[X Link](https://x.com/zephyr_z9/status/1976685811937779902) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-10T16:26Z 37.8K followers, 63K engagements


"Those who read this yesterday were well prepared for today"  
[X Link](https://x.com/zephyr_z9/status/1976702359754719389) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-10T17:32Z 37.2K followers, 97K engagements


"LOL TP-Link literally separated the company into X (one in China other in USA & Singapore) to avoid this This will be good for Netgear D-Link and Asus"  
[X Link](https://x.com/zephyr_z9/status/1976708450546581913) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-10T17:56Z 37.4K followers, 11K engagements


"@teortaxesTex not really USN will get pummeled in the First Island Chain due to the Rocket Force"  
[X Link](https://x.com/zephyr_z9/status/1976723609453240596) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-10T18:56Z 37.6K followers, XXX engagements


"Down XX% Even I didn't expect such a meltdown Well my shorts are ripping So it's all good"  
[X Link](https://x.com/zephyr_z9/status/1976735109219860493) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-10T19:42Z 37.8K followers, 24.4K engagements


"It won't be capacity limited in 2026 Why do u think China chose to retaliate against Biden's semiconductor sanctions now Read the article that I wrote"  
[X Link](https://x.com/zephyr_z9/status/1976741836883652981) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-10T20:09Z 37.8K followers, 12.3K engagements


"@Alex_Intel_ I'm not talking about cellphones Btw if things escalate that far then QCOM and AAPL are fucked It will be a surgical fight imo"  
[X Link](https://x.com/zephyr_z9/status/1976745896810270968) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-10T20:25Z 37.7K followers, XXX engagements


"Crypto bros taking Ls"  
[X Link](https://x.com/zephyr_z9/status/1976763870707380680) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-10T21:36Z 37.2K followers, 8575 engagements


"What will happen to Synopsys on Monday"  
[X Link](https://x.com/zephyr_z9/status/1976900490337436094) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-11T06:39Z 37.8K followers, 18.6K engagements


"I think u are too worried Did SK Hynix plan to issue bonds thru the SPC/SPV to raise funds or would it be funded entirely thru equity"  
[X Link](https://x.com/zephyr_z9/status/1976910677676900636) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-11T07:20Z 37.5K followers, 6263 engagements


"Depends on the Rare Earth u are talking about Heavy rare-earth elements are tough to process Refining of all the Samarium in the world happens in Baotou The entire global supply of ultrapure dysprosium comes from a single refinery in Wuxi"  
[X Link](https://x.com/zephyr_z9/status/1977068348686189034) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-11T17:46Z 37.8K followers, 88.1K engagements


"China has weaponized REE so many times yet no one has done anything Even now the diversification efforts are piss poor pathetic and dependent on China for equipment (which they export controlled)"  
[X Link](https://x.com/zephyr_z9/status/1977242728867283053) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-12T05:19Z 37.2K followers, 10.9K engagements


"too much froth China is showing willingness to negotiate On the other hand Pentagon/Hegseth are literally buying REE from the open market (doesn't seem like US will back off) I wish I were in Trump's inner circle"  
[X Link](https://x.com/zephyr_z9/status/1977257485720600754) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-12T06:18Z 37.2K followers, 12.3K engagements


"This is also a very important point The ROI on rare earths is abysmal compared to the spending required to master it and create an alternate supply (One of the big reasons why investors have stayed away from it)"  
[X Link](https://x.com/zephyr_z9/status/1977259978298966051) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-12T06:28Z 37.2K followers, 25.4K engagements


"🤣🤣🤣🤣🤣🤣🤣 Thiel is watching too much One Piece now"  
[X Link](https://x.com/zephyr_z9/status/1977356819212222925) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-12T12:52Z 38.2K followers, 67.6K engagements


"Most machines used are Chinese the mineral is sent to China to produce magnets Lynas has only signed an MoU for magnet production till now "Will the Malaysian government be comfortable allowing Lynas to continue to operate its processing plant in Malaysia There must be some Chinese machines in use.""  
[X Link](https://x.com/zephyr_z9/status/1977408836785897677) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-12T16:19Z 37.8K followers, 7098 engagements


"Chinese customers have canceled contracts Read the last earnings call"  
[X Link](https://x.com/zephyr_z9/status/1977446926057382269) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-12T18:51Z 37.8K followers, 14.3K engagements


"Ex-Chief FX Strategist of @GoldmanSachs was predicting Yuan Devaluation after April tariffs (which never happened)"  
[X Link](https://x.com/zephyr_z9/status/1977448582652604443) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-12T18:57Z 37.8K followers, 14.1K engagements


"@pinkhasov @GoldmanSachs Everyone is getting debased against gold He was specifically talking about Yuan devaluing against USD"  
[X Link](https://x.com/zephyr_z9/status/1977452517710614741) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-12T19:13Z 37.8K followers, XXX engagements


"Garrett Trump started his career by working at China Construction Bank LMAO And is likely the person who shorted ETH before the market crash"  
[X Link](https://x.com/zephyr_z9/status/1977627634956980365) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-13T06:49Z 37.8K followers, 8112 engagements


""Goldman estimates Alibabas current data-center capacity at XX GW with plans to expand to XX GW by 2032 implying about X GW of new capacity per year." Very interesting"  
[X Link](https://x.com/zephyr_z9/status/1977689154428469424) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-13T10:53Z 37.2K followers, 7210 engagements


"Why is the stock up XX% This was well known"  
[X Link](https://x.com/zephyr_z9/status/1977724764148862987) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-13T13:15Z 37.8K followers, 26.5K engagements


"Huh Altman has repeatedly said ASICs will play a pretty big role Once the XX GW Nvidia deal was announced then guessing the size of the ASIC deal was quite easy I own $AVGO so I love the XX% jump"  
[X Link](https://x.com/zephyr_z9/status/1977735000746279409) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-13T13:55Z 37.7K followers, 10.9K engagements


"Korea should cut taxes on gold purchase Let the citizens ride the Central Bank diversification wave"  
[X Link](https://x.com/zephyr_z9/status/1977747917369741616) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-13T14:47Z 37.2K followers, 5802 engagements


"Nope OpenAI is announcing vendor deals now Stargate CoreWeave Oracle etc everything is included here They have signed MoUs for XX GWs of compute The parts not included: renting from Google and Azure"  
[X Link](https://x.com/zephyr_z9/status/1977758385660387354) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-13T15:28Z 37.8K followers, 18.4K engagements


"Is he reading tweets"  
[X Link](https://x.com/zephyr_z9/status/1977758837609296097) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-13T15:30Z 38.2K followers, 23.2K engagements


"LOL AMD got finessed the hardest Give away GPUs for free and they likely still won't EPYC or Pensando"  
[X Link](https://x.com/zephyr_z9/status/1977799690377978061) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-13T18:12Z 38.1K followers, 22.9K engagements


""But this sounds like OpenAI is entering the EDA territory the realm of Cadence and Synopsys." No they are not dawg"  
[X Link](https://x.com/zephyr_z9/status/1977926983632961881) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-14T02:38Z 37.9K followers, 14.5K engagements


"more restrictions coming this will get ugly"  
[X Link](https://x.com/zephyr_z9/status/1977960062686785789) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-14T04:50Z 37.4K followers, 20.1K engagements


"@OedoSoldier So who do u think was responsible for this decision Commerce is obviously involved The national security commission was involved too"  
[X Link](https://x.com/zephyr_z9/status/1978031161801589235) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-14T09:32Z 37.6K followers, XXX engagements


"Benioff gave up Will be good for the Salesforce stock price (will jump today)"  
[X Link](https://x.com/zephyr_z9/status/1978073257031962940) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-14T12:19Z 37.7K followers, 5874 engagements


""Total agentic GMV already exceeds $400B+" VCs creating new terms on the fly"  
[X Link](https://x.com/zephyr_z9/status/1978196165393867030) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-14T20:28Z 37.9K followers, 6162 engagements


""Going forward from today every year we will get a new product which will be significantly more performant (10x-30x)" What the hell are u talking about"  
[X Link](https://x.com/zephyr_z9/status/1978480723762847926) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-15T15:18Z 37.2K followers, 8906 engagements


"be Jerome Powell financial tightrope walker inflation finally off X% meth still twitching at XXX% unemployment whispering sup from XXX% congress screaming DO SOMETHING while dumping trillion-dollar pork barrels on my lawn markets pricing five cuts economy still growing like its on pre-workout cut XX bps in Sept feel like a dad letting teen borrow car after DUI Philly Fed chick: tariffs are transitory snip snip Governor Barr: core PCE sticky like frat-house couch touch rates and I cut you dot plot looks like drunk GPS two more cuts then maybe hike idk every data drop sends algos into epileptic"  
[X Link](https://x.com/zephyr_z9/status/1978488383836930429) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-15T15:49Z 37.2K followers, 17K engagements


"If the AI boom is fake then why are u using ChatGPT to write ur tweets U need to study the supply chain dynamics of the semiconductor industry before writing bullshit"  
[X Link](https://x.com/zephyr_z9/status/1978546952108167665) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-15T19:42Z 38.1K followers, 21.2K engagements


""we will allow even more like erotica for verified adults." Will Apple and Google allow the ChatGPT app on the App/Play Store"  
[X Link](https://x.com/zephyr_z9/status/1978560504034386165) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-15T20:35Z 37.2K followers, 8813 engagements


"@KuittinenPetri X OAI is higher"  
[X Link](https://x.com/zephyr_z9/status/1978830404971892949) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T14:28Z 37.7K followers, XXX engagements


"@dlbydq Nah The info about Anthropic buying/ordering TPUs from Broadcom is true (I was also confused when I first heard it) The financing and agreement with Google will be quite creative"  
[X Link](https://x.com/zephyr_z9/status/1978844635381354621) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T15:25Z 37.7K followers, 5350 engagements


"@Juicecountyeth"  
[X Link](https://x.com/zephyr_z9/status/1978844848040911275) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T15:25Z 37.7K followers, 4784 engagements


"@dlbydq u misunderstood my tweet lol They business deal is between Google and Anthropic This tweet was aimed at Semis and it will drive $10B in revenue for Broadcom"  
[X Link](https://x.com/zephyr_z9/status/1978849324285997247) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T15:43Z 37.5K followers, 1561 engagements


"@dlbydq I'm also wondering about this But Broadcom has revised up TPU v7 production just recently More news will come out soon"  
[X Link](https://x.com/zephyr_z9/status/1978851008810815600) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T15:50Z 37.2K followers, XXX engagements


"LOL The is so funny China going after US and Taiwan in Americas and Asia-Pacific and North Korea going after South Korea Russia going after Ukraine in Europe Iran et al going after Israel in Middle East"  
[X Link](https://x.com/zephyr_z9/status/1978877661700329722) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T17:36Z 37.6K followers, 7272 engagements


"LOL Stocks are jumping before the deal is announced and the partner is confirmed"  
[X Link](https://x.com/zephyr_z9/status/1978882637109264537) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T17:56Z 37.7K followers, 7265 engagements


"That's the finesse Load up ur cash in anonymous crypto wallets and buy whatever assets u want Btw if u watch the interview Fink is just talking about the $4.1T in crypto/altcoins/other digital assets He wants to move money invested in them to BlackRock's traditional products (which have been tokenized)"  
[X Link](https://x.com/zephyr_z9/status/1978934427381055958) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T21:21Z 37.7K followers, 10.4K engagements


"BlackRock's ETF had 43M investors in 2023 He would love to increase it to 1B-2B"  
[X Link](https://x.com/zephyr_z9/status/1978938130620182642) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-16T21:36Z 37.7K followers, 6716 engagements


"@bubblebabyboi No Information doesn't understand what depreciation is Here is the actual cost and revenue structure"  
[X Link](https://x.com/zephyr_z9/status/1979054470903238732) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-17T05:18Z 37.7K followers, XXX engagements


"@waldmenschen Chinese plan was always the 2030s Military to military talks are happening regularly now Trump is trying to get a deal with Xi and has delayed sending weapons to Taiwan The war hawks have been sidelined"  
[X Link](https://x.com/zephyr_z9/status/1979067503683752201) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-17T06:10Z 37.7K followers, 2146 engagements


"Nope U can literally see it in the chart u posted Growth is negative or zero in July August and September Most of the growth is happening in Q4 and January"  
[X Link](https://x.com/zephyr_z9/status/1979084707431145538) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-17T07:18Z 37.8K followers, 8438 engagements


"be me AGI 2027 bro just tattooed 1e27 params or bust on my lower back in Comic Sans mainline pure Copium XXX mg/ml refresh /r/singularity every XXX seconds for cosmic ray bit-flip that births Skynet Andrej Daddy Karpathy drops new podcast title: Were building ghosts mfw he calls my waifu LLM hazy compressed internet burp mfw XXXXX % of her brain is literally trivia about 14th-century spoons he says agents need XX more years of grind for a few extra nines calculate: XX % XX % XXXX % XXXXX % my will to live X % each extra X = one soul crushed behind a Kubernetes terminal RL sucks supervision"  
[X Link](https://x.com/zephyr_z9/status/1979587950825406824) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-18T16:38Z 38.2K followers, 429.6K engagements


"Wtf is this How the hell is someone else accessing my account"  
[X Link](https://x.com/zephyr_z9/status/1980021912907747812) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T21:23Z 38.2K followers, 25.7K engagements


"This coin is a scam. Do not buy it FR8hv2EqnyV5bPdHcG3qacfyEMdUtYefAdVf5U8Zpump I am not associated with it. send it to zero"  
[X Link](https://x.com/zephyr_z9/status/1980023324261441899) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T21:28Z 38K followers, 5184 engagements


"Another post not done by me Though I endorse this message (don't fall for crypto scams)"  
[X Link](https://x.com/zephyr_z9/status/1980024619626025154) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T21:33Z 38.2K followers, 9327 engagements


"What coin idiot I have never launched a coin nor I know how to do it"  
[X Link](https://x.com/zephyr_z9/status/1980032678440398974) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T22:05Z 38.2K followers, 6663 engagements


"100K What the fuck How"  
[X Link](https://x.com/zephyr_z9/status/1980033935817253018) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T22:10Z 38.2K followers, 8933 engagements


"Hacker should not get the fees 4x89S96aoJPgbjid8gVhrhACD1eUroqFatdMAD3ipump"  
[X Link](https://x.com/zephyr_z9/status/1980044329436508202) [@zephyr_z9](/creator/x/zephyr_z9) 2025-10-19T22:52Z 38.2K followers, 1271 engagements