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[@denmarkcap](/creator/twitter/denmarkcap)
"Amazing what neoclouds like $ORCL and $NBIS are sharing about next 4-5 years bookings. Clearly still a disconnect btw what their large customers are thinking and what the outside world can see. Bom Kim and $CPNG next neocloud up Interesting times per usual"  
[X Link](https://x.com/denmarkcap/status/1965534686312329505) [@denmarkcap](/creator/x/denmarkcap) 2025-09-09T21:56Z XXX followers, XXX engagements


"Will TSMC budge on its current thinking for 2026 capex Oct 8th: Sam Altman tells Ben Thompson he wants TSMC to build more capacity. Oct 16th: TSMC says on earnings call that its talking to customers customers and narrows prior 2025 capex guidance range towards high-end but doesnt increase it. 1/4"  
[X Link](https://x.com/denmarkcap/status/1979727646700269620) [@denmarkcap](/creator/x/denmarkcap) 2025-10-19T01:53Z XXX followers, XX engagements


"TSMCs 2025 capex is already $40bn. Its FCF conversion isnt ideal currently. Can work within existing capacity in different ways but new fab can be $25bn+. Significant implications for TSMCs FCF"  
[X Link](https://x.com/denmarkcap/status/1979727649510764943) [@denmarkcap](/creator/x/denmarkcap) 2025-10-19T01:53Z XXX followers, XX engagements


"TSMC known for pushing back on customers or customers customers when it senses big eyes. Unlike some in SV TSM has decades of understanding importance of strong balance sheet and healthy FCF generation when you have high capital intensity cyclicality"  
[X Link](https://x.com/denmarkcap/status/1979727651121295494) [@denmarkcap](/creator/x/denmarkcap) 2025-10-19T01:53Z XXX followers, XX engagements