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# ![@zephyr_z9 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1695126229446479872.png) @zephyr_z9 Zephyr

Anthropic is buying TPUs from Broadcom in a deal worth over $XX 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: XXXXXXX [#](/creator/twitter::1695126229446479872/interactions)
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- X Months XXXXXXXXXX +1,664%
- X Year XXXXXXXXXX +14,596%

### Mentions: XXX [#](/creator/twitter::1695126229446479872/posts_active)
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- X Week XXX -XX%
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- X Months XXXXX +152%
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### Followers: XXXXXX [#](/creator/twitter::1695126229446479872/followers)
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- X Week XXXXXX +1.20%
- X Month XXXXXX +13%
- X Months XXXXXX +801%
- X Year XXXXXX +7,704%

### CreatorRank: XXXXXX [#](/creator/twitter::1695126229446479872/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1695126229446479872/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  XXXXX% [stocks](/list/stocks)  #5668 [countries](/list/countries)  XXXXX% [finance](/list/finance)  #6171 [social networks](/list/social-networks)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [currencies](/list/currencies)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[ai](/topic/ai) #2739, [china](/topic/china) #507, [$googl](/topic/$googl) #817, [open ai](/topic/open-ai) #399, [bytedance](/topic/bytedance) #8, [meta](/topic/meta) #669, [apple](/topic/apple) 2.35%, [business](/topic/business) 1.96%, [bruh](/topic/bruh) #176, [money](/topic/money) #3309

**Top accounts mentioned or mentioned by**
[@zephyrz9](/creator/undefined) [@teortaxestex](/creator/undefined) [@jukan05](/creator/undefined) [@grok](/creator/undefined) [@ryanhingshing](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@hhuang](/creator/undefined) [@jason73821](/creator/undefined) [@stfbutnou](/creator/undefined) [@pearsonpc](/creator/undefined) [@analysisop](/creator/undefined) [@vburov88649](/creator/undefined) [@alisvolatprop12](/creator/undefined) [@keennay](/creator/undefined) [@bob71631288](/creator/undefined) [@daithehero000](/creator/undefined) [@hamsarris6](/creator/undefined) [@chrisrinvesting](/creator/undefined) [@discountedbtc](/creator/undefined) [@tailrisked](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Dell Technologies, Inc. (DELL)](/topic/dell) [Ciena Corporation (CIEN)](/topic/$cien) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Lululemon Athletica Inc (LULU)](/topic/$lulu)
### Top Social Posts
Top posts by engagements in the last XX hours

"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)  2025-09-14T21:35Z 53.7K followers, 3.4M engagements


"I'm now firmly more bullish on Google/Broadcom than Nvidia (though that's been the case since Nvidia crossed $5T in valuation)"  
[X Link](https://x.com/zephyr_z9/status/1994417946794594745)  2025-11-28T14:47Z 53.7K followers, 29.8K 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)  2025-05-25T12:43Z 53.4K followers, 11.3K engagements


"Not really - America First Act still exists - Chinese companies will be slowly banned from doing business in strategic or vulnerable sectors in US (Wuxi Biotech DJI TP-Link etc etc list will be really long) - Look at recent FCC actions - Chinese companies won't be able to list easily on US exchanges - I think WH group will have to sell Smithfield Foods - My trade deal prediction was quite accurate"  
[X Link](https://x.com/zephyr_z9/status/1980306258440933488)  2025-10-20T16:12Z 53.5K followers, 24.4K engagements


"SK Telecom bought Hynix for $3B in 2012 I hope they hit $1T by 2027"  
[X Link](https://x.com/zephyr_z9/status/1984594865280467407)  2025-11-01T12:14Z 53.4K followers, 49.2K engagements


"Very cool roadmap from SK Hynix NLF (Nearline Flash) or the AIN D variant is very interesting They can disrupt the QLC SSD market with this"  
[X Link](https://x.com/zephyr_z9/status/1984595532560679409)  2025-11-01T12:17Z 53.4K followers, 17.4K engagements


"🤣🤣🤣🤣🤣🤣 Funniest thing I have read this week OpenAI lacks compute (C) but Anthropic has compute (C) "OAI has MAD but likely won't have enough venture capital nor any profit to build sufficient C in time (thus the recent requests for govt subsidies and guarantees). AWS and Anthropic have decided to play a different game by focusing on CMD aka sell infra and models.""  
[X Link](https://x.com/zephyr_z9/status/1987825863669567598)  2025-11-10T10:13Z 53.4K followers, 26K engagements


"Up XX% since I posted it for subscribers"  
[X Link](https://x.com/zephyr_z9/status/1988466624903713081)  2025-11-12T04:39Z 53.4K followers, 40.6K engagements


"Had a lot of fun shorting Synopsys"  
[X Link](https://x.com/zephyr_z9/status/1992474627319509421)  2025-11-23T06:05Z 53.4K followers, 19K engagements


"Interesting Bytedance wasn't allowed to use Nvidia"  
[X Link](https://x.com/zephyr_z9/status/1993761109489439025)  2025-11-26T19:17Z 53.4K followers, 16.1K engagements


"Long Intel anon Even MediaTek may use Intel's EMIB for Advanced Packaging Qcom deal is certainly coming"  
[X Link](https://x.com/zephyr_z9/status/1995384070822605198)  2025-12-01T06:46Z 53.4K followers, 26.1K engagements


"The gap between US-China is X weeks now"  
[X Link](https://x.com/zephyr_z9/status/1995450242515304956)  2025-12-01T11:09Z 53.4K followers, 83.9K engagements


"Insane Vivo Oppo Honor disrespect Market share H1 2025 (January X - June 30) Huawei XXXX% Xiaomi XX% Vivo XXXX% Apple XX% Oppo XXXX% HONOR XXXX% China is a X player market"  
[X Link](https://x.com/zephyr_z9/status/1995810567064531099)  2025-12-02T11:01Z 53.5K followers, 12.3K engagements


"Xiaomi Huawei and Apple certainly won't integrate Bytedance's agent at the OS level They have strong LLM teams Oppo and Vivo also have a strong LLM team Bytedance has launched this agent with a ZTE phone"  
[X Link](https://x.com/zephyr_z9/status/1995815303549538748)  2025-12-02T11:20Z 53.4K followers, 8599 engagements


""For AMD Chroma's SLT (System Level Test) is expected to be qualified for the MI450 and it is anticipated to sustain a XXX% share in NVIDIA Rubin SLT thereafter.""  
[X Link](https://x.com/zephyr_z9/status/1996083278135058820)  2025-12-03T05:05Z 53.4K followers, 20.9K engagements


"Bytedance has improved on ALL dimensions They responded faster than OpenAI"  
[X Link](https://x.com/zephyr_z9/status/1996205809055789560)  2025-12-03T13:12Z 53.4K followers, 15.8K engagements


"Micron exiting the consumer biz ENJOY THE SUPERCYCLE Crucial died 😢"  
[X Link](https://x.com/zephyr_z9/status/1996375552060715400)  2025-12-04T00:26Z 53.4K followers, 32.4K engagements


"I don't think anyone has priced in Demis's vision and Google's multimodal edge fully OpenAI lost its multimodal team to Meta This will be a formidable asset in 2027"  
[X Link](https://x.com/zephyr_z9/status/1996834923521708071)  2025-12-05T06:51Z 53.4K followers, 30.1K engagements


"Bruh Nvidias hardware made 3D video games possible. Theres absolutely no way I could hate him"  
[X Link](https://x.com/zephyr_z9/status/1996991657766756635)  2025-12-05T17:14Z 53.5K followers, 16.2K engagements


"If u have a serious ASIC program with the goal of creating a good chip then u work with Broadcom If it's for wasting money or creating a weaker chip for efficiency and low TCO then u work with the rest"  
[X Link](https://x.com/zephyr_z9/status/1997135588953411624)  2025-12-06T02:46Z 53.4K followers, 19.8K engagements


"@jukan05 Did u get a GF yet Jukan Did ur Labubus work"  
[X Link](https://x.com/zephyr_z9/status/1997642018185474290)  2025-12-07T12:19Z 53.4K followers, 7493 engagements


""subtracting from gross computing capex imports" No no no no. This is an accounting issue Most of the money is going to Nvidia Hyperscalers buy servers from Taiwanese firms like Quanta Foxconn Wiwynn or American firms like SuperMicro and Dell who assemble it outside US"  
[X Link](https://x.com/zephyr_z9/status/1985802865844371782)  2025-11-04T20:14Z 53.6K followers, 7020 engagements


"Who the hell is spreading these rumors First Japan banned photoresist material (turned out to be false) Now China banning rare earths (turned out to be false)"  
[X Link](https://x.com/zephyr_z9/status/1997988992240046175)  2025-12-08T11:17Z 53.6K followers, 12.4K engagements


"Really impressive "AgiBot just rolled out its 5000th humanoid robot in Shanghai.""  
[X Link](https://x.com/zephyr_z9/status/1998047591112867910)  2025-12-08T15:10Z 53.6K followers, 6137 engagements


"The X themes for AI in 2026-2028: -Power is the biggest bottleneck rn -Lots of changes are happening in cooling due to GPU TDP going up and Megawatt class racks -Shortages in PCB manufacturing for GPUs/ASICs -Optics is exploding as we go from 100MW to 1GW+ DCs -Storage/Memory demand exploding due to AI inference and video/image generation"  
[X Link](https://x.com/zephyr_z9/status/1987803946384052650)  2025-11-10T08:46Z 53.6K followers, 227.5K engagements


"This is how SK Hynix manufactures its HBM"  
[X Link](https://x.com/zephyr_z9/status/1992066838428332445)  2025-11-22T03:05Z 53.6K followers, 24.4K engagements


"Many are saying this"  
[X Link](https://x.com/zephyr_z9/status/1992594204573503583)  2025-11-23T14:00Z 53.6K followers, 111.6K engagements


"Optics shopping lists are incomplete without Japan Component suppliers are also not included That's where the real alpha lies"  
[X Link](https://x.com/zephyr_z9/status/1993138041465324008)  2025-11-25T02:01Z 53.6K followers, 61.4K engagements


"BRUH Nvidia isn't even supplying the VRAM anymore 2026 won't be a good year for consumers Buy ur PC/laptop as soon as possilble"  
[X Link](https://x.com/zephyr_z9/status/1994154866814669216)  2025-11-27T21:22Z 53.6K followers, 316.6K engagements


"WOW Anthropic's FLOP mix is nearly XX% ASIC and XX% GPU"  
[X Link](https://x.com/zephyr_z9/status/1994401898246672781)  2025-11-28T13:44Z 53.6K followers, 100.1K engagements


"Lol Everyone is starting to discover Fujibo Holdings"  
[X Link](https://x.com/zephyr_z9/status/1994414552298180637)  2025-11-28T14:34Z 53.6K followers, 159.2K engagements


"be Michael Burry call 2008 crash make $700M Christian Bale plays me think I'm the messiah of finance call XX of the last X recessions short NVDA in 2025 Jensen personally bends me over short TSLA Musk's tweet turns my portfolio into a meme Lululemon is "deep value" immediately does swan dive Shift4 "cheap" shifts my net worth left close Scion after XX years of pure uncut L's start newsletter selling premium bear suifuel write 12K words on deriving PV of a company think it's rocket science 14-year-old replies: "this is literally algebra 1" ratio'd so hard my internet cuts out mfw the real big"  
[X Link](https://x.com/zephyr_z9/status/1995866249960751186)  2025-12-02T14:42Z 53.6K followers, 388K engagements


"I will certainly own Anthropic stock Zhipu will probably IPO next year Minimax Moonshot OpenAI and Anthropic will probably IPO in the 2027-2029 window Lots of foundation model labs will be available"  
[X Link](https://x.com/zephyr_z9/status/1996059323487936980)  2025-12-03T03:30Z 53.6K followers, 44.3K engagements


"First get the phone manufacturers to increase on device RAM and higher memory bandwidth before dreaming about "on-device inference." Second and the most important point 5.5B people have an internet connection but less than 250M people can buy a device like this Wafer prices are going up and memory prices are going up massively On-device inference is super slow and super expensive"  
[X Link](https://x.com/zephyr_z9/status/1996760741253464301)  2025-12-05T01:57Z 53.6K followers, 31.7K engagements


"Jensen's strategy to stay ahead of the competition - Extra ordering CoWoS capacity from TSMC to starve competition - Building strong close relationships with Asian suppliers - Monopolizing A16 and CoPoS for Feynman (2028) - Aggressively scaling TDP FLOPS memory capacity and bandwidth - Creating dedicated hardware for prefill to optimize TCO for customers (Rubin CPX and its successors)"  
[X Link](https://x.com/zephyr_z9/status/1996969456711643544)  2025-12-05T15:46Z 53.7K followers, 158K engagements


"ASIC players and Broadcom had the chance to do it Jensen just grabbed it first"  
[X Link](https://x.com/zephyr_z9/status/1996981911571562954)  2025-12-05T16:36Z 53.6K followers, 30K engagements


"The agentic stuff is really detrimental to Google's ad business model If users start delegating their tasks to agents then agents will be the ones to watch all the ads Social media (Meta YouTube TikTok) ad biz will still work as humans are the ones scrolling But Google Amazon and Instacart will lose their ad biz"  
[X Link](https://x.com/zephyr_z9/status/1997300302970819017)  2025-12-06T13:41Z 53.7K followers, 55.2K engagements


"Bruh the guy got hit by an immense amount of force"  
[X Link](https://x.com/zephyr_z9/status/1997301040098795666)  2025-12-06T13:44Z 53.6K followers, 11K engagements


"@teortaxesTex Gemini X vs V3.2 on generating insight about any topic Which one is better in ur opinion"  
[X Link](https://x.com/zephyr_z9/status/1997570174804017571)  2025-12-07T07:33Z 53.6K followers, 1414 engagements


"It's 240B and 10B Active Super fast super cheap and quasi frontier"  
[X Link](https://x.com/zephyr_z9/status/1997599303918100562)  2025-12-07T09:29Z 53.6K followers, 6824 engagements


"Ciena and Synopsys LFG"  
[X Link](https://x.com/zephyr_z9/status/1997614813569245219)  2025-12-07T10:31Z 53.6K followers, 36.7K engagements


"Very important and bullish EDA "AI-driven EDA tools are emerging as a key supplement. The slides show that using reinforcement learning APR tools like Cadence Cerebrus and Synopsys DSO. AI for optimizing placement routing and metal stacking alone can yield an additional X% power savingsequivalent to the contribution of a single intermediate node upgrade.""  
[X Link](https://x.com/zephyr_z9/status/1997635230782685465)  2025-12-07T11:52Z 53.6K followers, 26.8K engagements


"be senior AI engineer watching the apocalypse unfold head of machine learning ejects to "advisory role" (ghosting with vesting) design chief gets meta'd takes our interface bible with him legal head and policy czar retire on same day consolidate san diego AI hub: XXX people X zoom link foundation model team submits mass resignation via siri siri transcribes "we quit" as "wheat quinoa" they're all at openai by lunch new AI VP from google asks why our LLM runs on a watch chip exec announces "best-in-class AI integration strategy" translation: licensing Gemini and calling it Apple Intelligence"  
[X Link](https://x.com/zephyr_z9/status/1997724663909425607)  2025-12-07T17:47Z 53.7K followers, 21K 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)"  
[X Link](https://x.com/zephyr_z9/status/1997730078462292326)  2025-12-07T18:09Z 53.6K followers, 18.9K engagements


""Remove the coffee machines" Bruh"  
[X Link](https://x.com/zephyr_z9/status/1997832835433210077)  2025-12-08T00:57Z 53.6K followers, 99.3K engagements


""May I meet you""  
[X Link](https://x.com/zephyr_z9/status/1997889737953308849)  2025-12-08T04:43Z 53.7K followers, 9997 engagements


"Looks like Marvell really lost the Trainium deal AVGO and Alchip got the orders"  
[X Link](https://x.com/zephyr_z9/status/1998002118188495291)  2025-12-08T12:10Z 53.7K followers, 29.9K engagements


"Nice A big hostile takeover"  
[X Link](https://x.com/zephyr_z9/status/1998032439667761281)  2025-12-08T14:10Z 53.6K followers, 10.6K engagements


"Optimus Gen2 costs $50k-$60k This is a goldmine for me How did MS get this info"  
[X Link](https://x.com/zephyr_z9/status/1998049146289455158)  2025-12-08T15:16Z 53.7K followers, 118.5K engagements


"100k H100 cluster for the Whale and we get open source AGI next year"  
[X Link](https://x.com/zephyr_z9/status/1998094289486909922)  2025-12-08T18:16Z 53.7K followers, 30.2K engagements


"Could happen But demand isn't fully priced in Have u considered additional China demand 35k WPM increase in Rubin production TPU ramp up"  
[X Link](https://x.com/zephyr_z9/status/1998276558839333364)  2025-12-09T06:20Z 53.7K followers, 40.8K engagements


"They are doing a great job but"  
[X Link](https://x.com/zephyr_z9/status/1998433351343173727)  2025-12-09T16:43Z 53.7K followers, 29.5K engagements


"WOW China became the top producer of high-quality AI research in 2025"  
[X Link](https://x.com/zephyr_z9/status/1998444314184372627)  2025-12-09T17:27Z 53.7K followers, 12.3K engagements


"This is very obvious TOLD U"  
[X Link](https://x.com/zephyr_z9/status/1998723341700706657)  2025-12-10T11:55Z 53.7K followers, 20.2K engagements


"V4 dropping in Feb They may even drop a V3.5 at this rate"  
[X Link](https://x.com/zephyr_z9/status/1998731812781052276)  2025-12-10T12:29Z 53.7K followers, 9263 engagements


"The GUI agent from Bytedance is really smart especially for a 7B model"  
[X Link](https://x.com/zephyr_z9/status/1998741571244789762)  2025-12-10T13:08Z 53.7K followers, 6408 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)  2025-08-18T10:16Z 53.6K followers, 7455 engagements


"Alchip is severely undervalued rn"  
[X Link](https://x.com/zephyr_z9/status/1973665907412181483)  2025-10-02T08:26Z 53.5K followers, 10.1K 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)  2025-10-04T11:52Z 53.5K followers, 34.7K 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)  2025-10-16T11:08Z 53.6K followers, 32.1K 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 53.5K followers, 608.1K engagements


"Alchip has always been one of my favorites I like them waay more than Marvell"  
[X Link](https://x.com/zephyr_z9/status/1980567201578119673)  2025-10-21T09:29Z 53.6K followers, 5920 engagements


"He wears RMs that cost a few mil"  
[X Link](https://x.com/zephyr_z9/status/1982485186513404300)  2025-10-26T16:31Z 53.5K followers, 1.6M engagements


"Trend to watch out for"  
[X Link](https://x.com/zephyr_z9/status/1985396237840105542)  2025-11-03T17:18Z 53.5K followers, 13.7K engagements


"Another company to watch out for in the ASIC design space alongside Broadcom Alchip Mediatek Marvell and Arm"  
[X Link](https://x.com/zephyr_z9/status/1986140642540724574)  2025-11-05T18:36Z 53.5K followers, 14.8K engagements


""driving a sharp rise in HDD suspension assembly sales" Now what do u think will happen with NHK Spring anon"  
[X Link](https://x.com/zephyr_z9/status/1987744231612653966)  2025-11-10T04:48Z 53.5K followers, 15.4K 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 53.5K followers, 16.1K engagements


"@Alex_Intel_ frankfurt"  
[X Link](https://x.com/zephyr_z9/status/1987917197239546139)  2025-11-10T16:16Z 53.6K followers, 2826 engagements


"That article is wrong $GDS and $VNET revenue would have gone down if that were the case"  
[X Link](https://x.com/zephyr_z9/status/1988633271924641949)  2025-11-12T15:41Z 53.5K followers, 9393 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"  
[X Link](https://x.com/zephyr_z9/status/1988759364665286862)  2025-11-13T00:02Z 53.5K followers, 133.5K engagements


"Nanya is a legacy DRAM maker They make DDR4 RAM which is up a lot due to the big X (Micron Samsung Hynix CXMT) ceasing DDR4 production soon and shifting to DDR5 Nan Ya Plastics is a different company that makes standard FR-4 CCL for PCBs"  
[X Link](https://x.com/zephyr_z9/status/1989417658258018654)  2025-11-14T19:38Z 53.5K followers, 16.4K 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"  
[X Link](https://x.com/zephyr_z9/status/1989474502615732626)  2025-11-14T23:24Z 53.5K followers, 27.6K engagements


"Infineon is getting fugged in China EV passenger vehicle sales & export till October 2025 was 12.22M (up XX% YoY)"  
[X Link](https://x.com/zephyr_z9/status/1989785326551011475)  2025-11-15T19:59Z 53.6K followers, 10.6K engagements


"Interesting Wistron wants to reduce US exposure from XX% to XX% "the company originally hoped to reduce the long-term U.S. market proportion to around XX% but currently U.S. customers still account for the majority of the company's future revenue.""  
[X Link](https://x.com/zephyr_z9/status/1990560087933685846)  2025-11-17T23:18Z 53.5K followers, 8077 engagements


"LMAO Marvell and Amazon took massive Ls Great for Nvidia SHORT MARVELL"  
[X Link](https://x.com/zephyr_z9/status/1990592015319601545)  2025-11-18T01:24Z 53.5K followers, 77.4K engagements


"Lmao Btw SOI wafers are required for SiPh and RF chips The more optics demand the more SOI wafers required"  
[X Link](https://x.com/zephyr_z9/status/1993352766790762557)  2025-11-25T16:15Z 53.6K followers, 31.9K engagements


"Well I saw some really crazy numbers for TPUs and other ASICs I expect margin compression for Nvidia They will try to prevent that by investing in their customers and act as a backstop but I don't think it will be enough to prevent compression The TAM/demand for the AI market is huge so revenue/income will still go up"  
[X Link](https://x.com/zephyr_z9/status/1994422449619009641)  2025-11-28T15:05Z 53.6K followers, 35.4K engagements


"@Alisvolatprop12 Hope IBKR enters soon So many good companies in Korea I think Korean stocks will get a PE re-rating as well"  
[X Link](https://x.com/zephyr_z9/status/1994559988057215365)  2025-11-29T00:12Z 53.6K followers, XXX engagements


""using X% of capex to reduce Nvidia's monopoly pricing power that can potentially bring down XXX% of Nvidia GPU pricing still big win" Hyperscalers using the TPU threat to get discounts"  
[X Link](https://x.com/zephyr_z9/status/1994881854911254637)  2025-11-29T21:31Z 53.6K followers, 26K engagements


"Time to find Jensen's secret Twitter account"  
[X Link](https://x.com/zephyr_z9/status/1994959492346515681)  2025-11-30T02:39Z 53.6K followers, 23.7K engagements


"Important trend to watch out for"  
[X Link](https://x.com/zephyr_z9/status/1994974950760091953)  2025-11-30T03:41Z 53.6K followers, 14.9K engagements


"Biden banned Chinese cars (Trump hasn't reversed that) Semicon tariffs are halted due to rare earths Chinese players can't buy bonding equipment for HBM "Japan's export of semiconductor materials and components to China" Already happening "Chinese Big Tech's overseas operations" WeChat faced this threat Tencent & NetEase have stopped buying up gaming studios and are slowly divesting some of the overseas ones"  
[X Link](https://x.com/zephyr_z9/status/1995037025087476031)  2025-11-30T07:47Z 53.6K followers, 2897 engagements


"The shortage is getting worse Electronic device shipments are being revised down (negative growth) for 2026 due to memory shortages Apple is in a nice spot cuz they have secured LTAs for memory and storage"  
[X Link](https://x.com/zephyr_z9/status/1995092847016718489)  2025-11-30T11:29Z 53.6K followers, 49.3K engagements


"Now guess which company provides the optical hardware to make distributed training possible anon :)"  
[X Link](https://x.com/zephyr_z9/status/1995327786865623189)  2025-12-01T03:03Z 53.5K followers, 51.1K engagements


"Big Whale coming Buckle up boys"  
[X Link](https://x.com/zephyr_z9/status/1995384974841991291)  2025-12-01T06:50Z 53.5K followers, 17.6K engagements


""The lesson is post-training bottlenecks are solved by refining methods and data not just waiting for a better base.""  
[X Link](https://x.com/zephyr_z9/status/1995468050313678936)  2025-12-01T12:20Z 53.6K followers, 16.4K engagements


"Boomer IBM Trash Baidu Iren and Oklo"  
[X Link](https://x.com/zephyr_z9/status/1995494351598981444)  2025-12-01T14:05Z 53.5K followers, 9326 engagements


"Well the RL budget for V3.2 was $600k And they don't even have a 32k GPU cluster for training runs"  
[X Link](https://x.com/zephyr_z9/status/1995625615828156867)  2025-12-01T22:46Z 53.6K followers, 12.8K engagements


"CXMT is doing crazy numbers as well I think they can easily hit $12B/yr in revenue as yields improve in 2026 And generate $7B-$8B in profits China bros u should invest in them when the IPO happens Next Cambricon"  
[X Link](https://x.com/zephyr_z9/status/1995631193606475983)  2025-12-01T23:08Z 53.5K followers, 17K engagements


"Zuck hand-cooked and hand-delivered soup to people he was trying to hire from OpenAI. I have serious doubts Zuck's cooking skills"  
[X Link](https://x.com/zephyr_z9/status/1995976893427056986)  2025-12-02T22:02Z 53.6K followers, 17.7K engagements


"Ready for 10x crash in inference prices anon V4 will be so lit For those who don't know when the Whale released V2 in 2024 it caused a massive price war in China and every player was forced to cut prices"  
[X Link](https://x.com/zephyr_z9/status/1995978208458748373)  2025-12-02T22:07Z 53.5K followers, 23.3K engagements


"Shorting MediaTek in 2026 could be a great strategy Smartphone biz will be down (high memory prices TSMC raising wafer prices) If Google really out MediaTek after an experimental run for v8"  
[X Link](https://x.com/zephyr_z9/status/1996032032057819616)  2025-12-03T01:41Z 53.6K followers, 19.9K engagements


"Did u listen to me anon Copper shortages are going to get much much worse in 2027"  
[X Link](https://x.com/zephyr_z9/status/1996165898239971488)  2025-12-03T10:33Z 53.6K followers, 28.9K engagements


"Sony lost the TV market so hard just like the other Japanese players"  
[X Link](https://x.com/zephyr_z9/status/1996216271973621926)  2025-12-03T13:53Z 53.6K followers, 12.6K engagements


"Apple is bleeding a lot of talent"  
[X Link](https://x.com/zephyr_z9/status/1996363306911809911)  2025-12-03T23:37Z 53.5K followers, 15.2K engagements


"Jensen Finesse He used to pump fake FPS numbers Now he pumps fake AI FLOPS"  
[X Link](https://x.com/zephyr_z9/status/1996364977838633164)  2025-12-03T23:44Z 53.5K followers, 18.8K engagements


"The dichotomy around HBF is fascinating NAND producers hype it SSD controller manufacturers call it vaporware Phison CEO said the same thing"  
[X Link](https://x.com/zephyr_z9/status/1996523944615288858)  2025-12-04T10:16Z 53.6K followers, 8487 engagements


"Chinese GPU stocks trade like crypto"  
[X Link](https://x.com/zephyr_z9/status/1996792912206803184)  2025-12-05T04:05Z 53.6K followers, 19.8K engagements


"They will develop it themselves Developing a 7B GUI agent isn't hard In fact Bytedance and Qwen have even open-sourced the methods and some models as well"  
[X Link](https://x.com/zephyr_z9/status/1996865076238897599)  2025-12-05T08:51Z 53.5K followers, 7365 engagements


"Is CloudFlare run by idiots"  
[X Link](https://x.com/zephyr_z9/status/1996870256980320528)  2025-12-05T09:12Z 53.5K followers, 21.9K engagements


"20GW in X years for a country like Korea isn't a lot"  
[X Link](https://x.com/zephyr_z9/status/1996908913334407542)  2025-12-05T11:46Z 53.6K followers, 7443 engagements


"When did Xiaomi start getting subsidies for their cars"  
[X Link](https://x.com/zephyr_z9/status/1997083592967835802)  2025-12-05T23:20Z 53.6K followers, 8654 engagements


"This is not even finesse Broadcom and other hyperscalers had the opportunity to do this Nobody went to C.C. Wei and asked him to raise 3nm capacity by 35k WPM apart from Jensen Altman went to Taiwan and asked for $7T and XX fabs like an idiot C.C. Wei called him a podcast bro LMAO"  
[X Link](https://x.com/zephyr_z9/status/1997085587355193446)  2025-12-05T23:28Z 53.6K followers, 26.9K engagements


"I'm not sure about that They have had PUE and renewable energy usage requirements for over X years A situation where u have the chips but can't deploy them in DCs doesn't exist in China Chinese companies are renting compute from SEA Japan Korea Europe Bytedance is literally building X Gigawatt-class training clusters outside China One in Johor and the other in Brazil"  
[X Link](https://x.com/zephyr_z9/status/1997150137630838950)  2025-12-06T03:44Z 53.5K followers, 12K engagements


"@keennay @teortaxesTex plebs like us have to pay $30k-$33k"  
[X Link](https://x.com/zephyr_z9/status/1998382185792020515)  2025-12-09T13:20Z 53.5K followers, XXX 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)  2025-09-27T20:50Z 53.6K followers, 516.4K 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)"  
[X Link](https://x.com/zephyr_z9/status/1987800883804197075)  2025-11-10T08:33Z 53.6K followers, 43.3K engagements


"Up XX% in November"  
[X Link](https://x.com/zephyr_z9/status/1996706189963677763)  2025-12-04T22:20Z 53.6K followers, 67.8K engagements


"Well the market has slowly started to shift their focus on them Texas is up nearly XX% and ADI is up nearly XX% in the last XX days China risk still remains and is quite high (Huawei and others have released high end ADCs & DACs this year)"  
[X Link](https://x.com/zephyr_z9/status/1997658802045190286)  2025-12-07T13:25Z 53.6K followers, 37.8K engagements


"Looks like Paramount will get Warner Bros"  
[X Link](https://x.com/zephyr_z9/status/1997987574758146358)  2025-12-08T11:12Z 53.6K followers, 6772 engagements


"K2/K2 Thinking - It is a smart model V3.2 - Got to taste some parts of the next-gen architecture. Makes me super excited for V4"  
[X Link](https://x.com/zephyr_z9/status/1998088518644764990)  2025-12-08T17:53Z 53.6K followers, 5209 engagements


"Lots of Chinese and Japanese players"  
[X Link](https://x.com/zephyr_z9/status/1998265048280727569)  2025-12-09T05:34Z 53.6K followers, 9121 engagements


"be SK Hynix bastard child of Hyundai '83 DRAM yield X% rest sold as premium ramen warmers dot-com pops our CFO becomes dartboard at creditor meet banks take fabs leave dignity rebrand to Hynix sounds like fitness still fat with debt SK chaebol tosses 3B says "get good" Intel off-loads NAND for 9B kept the x86 we kept the future lmao start stacking NAND higher than Seoul rent XXX layers and puffing TSV junkies invent HBM GPUs finally stop starvin' Jensen mails us leather jacket as hostage note roll HBM3E off line bandwidth needs truck license 2025: 12-layer HBM4 samples each die taller than"  
[X Link](https://x.com/zephyr_z9/status/1984652676291039485)  2025-11-01T16:04Z 53.7K followers, 29.5K engagements


"SPICY Sam Altman is a master manipulator Mira and Ilya have lots of resentment against Sam"  
[X Link](https://x.com/zephyr_z9/status/1985070024659493357)  2025-11-02T19:42Z 53.6K followers, 827.6K engagements


"be me junior hedge fund analyst MD wants "alternative assets" assigns me Labubu futures on Kalshi build 50-page deck on blind box variance backtest smirk-to-price correlation go long Pop Mart short Labubu hype perfect market neutral trade release day: all commons short contracts moon MD calls me a "toy market savant" check my personal account bought physical dolls to hedge my hedge all fake Lafufus from Alibaba mfw I'm a volatility oracle for counterfeit plastic"  
[X Link](https://x.com/zephyr_z9/status/1993350310933266771)  2025-11-25T16:05Z 53.6K followers, 195K engagements


"be a solo founder in Estonia running a SaaS startup from my laptop get first customer in France spend X days learning French VAT rules get second customer in Germany German VAT is different apparently XX% on Tuesdays VIES portal down again invoice rejected because sequential number has wrong font pay XXX for VAT consultant to tell me I owe XX GDPR email arrives from Austrian data authority it's about a user who signed up with a fake email accountant says I need a local rep in X countries now total revenue: XX total compliance cost: 2400 EU says they're "supporting innovation" close laptop"  
[X Link](https://x.com/zephyr_z9/status/1993859471450493389)  2025-11-27T01:48Z 53.7K followers, 756.8K engagements


"be XX year old Korean office drone graduated from "Who" University missed SKY by X Suneung points chaebol said "no thanks" now at SME making ramen wages sunbae makes me pour his soju with a 45-degree bow during hweshik plastic surgeon says my jawline is "failure-coded" drop X months salary on new chin for better "specs" dating app girl asks which Gangnam complex I own tell her it's a "villa" (glorified closet with mold) unmatched faster than my sunbae blocks promotions mom calls: "just borrow $500k from family for deposit" become N-Po: no marriage no kids no dignity but bought a Chanel bag on"  
[X Link](https://x.com/zephyr_z9/status/1994198219585384832)  2025-11-28T00:14Z 53.7K followers, 1.1M engagements


"Why is Burry acting so tough over a Geometric series problem XX year olds can solve this"  
[X Link](https://x.com/zephyr_z9/status/1995350243085308308)  2025-12-01T04:32Z 53.6K followers, 202K engagements


"Hedge Fund bros hold are experts at beefing and holding grudges"  
[X Link](https://x.com/zephyr_z9/status/1995621075498270983)  2025-12-01T22:28Z 53.7K followers, 12K engagements


"Nobody could have foreseen this"  
[X Link](https://x.com/zephyr_z9/status/1995996922809909670)  2025-12-02T23:22Z 53.7K followers, 3.1M engagements


"Is DeepSeek V3.2 Speciale a neurosymbolic hybrid or is he r******"  
[X Link](https://x.com/zephyr_z9/status/1996230061876273321)  2025-12-03T14:48Z 53.7K followers, 25.9K 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"  
[X Link](https://x.com/zephyr_z9/status/1996889000624508976)  2025-12-05T10:26Z 53.7K followers, 84.8K engagements


"ABF substrates are such a great long-term play Shortages will persist for the next X years for sure After that Feynman drops which will lead to a huge increase in ABF substrate usage (TAM expansion)"  
[X Link](https://x.com/zephyr_z9/status/1997151412309078335)  2025-12-06T03:49Z 53.7K followers, 28.3K engagements


"The BOM of ur phone will have to increase by $100-$150 to enable something like this 1B x $XXX = $100B in increased hardware cost Let's say u replace ur phone after 3-4 years so $25B-$33B/year "Quick sense-check on what can shift: Simple assumptions - flex as you want. -1B users XX queries/day $0.002/query x XXX days = $35B/year in cloud inference cost. -If XX% of that moves on-device thats $11B+ of annual cloud demand that never materializes. -Marginal cost per local query is effectively $X once the device is shipped.""  
[X Link](https://x.com/zephyr_z9/status/1997568629580140693)  2025-12-07T07:27Z 53.7K followers, 80.6K engagements


"Most people don't realize how hard Rubin CPX will cut Time To First Token (TTFT) next year Ur Edge NPU will always get mogged even when u add the latency from the cloud"  
[X Link](https://x.com/zephyr_z9/status/1997574674503627235)  2025-12-07T07:51Z 53.7K followers, 38.8K engagements


"LNG is more affected by unexpected growth in solar rather than oil"  
[X Link](https://x.com/zephyr_z9/status/1997645228300271653)  2025-12-07T12:31Z 53.7K followers, 9652 engagements


"American Retail will expand the PE from XX to XX LOL"  
[X Link](https://x.com/zephyr_z9/status/1997913654621311152)  2025-12-08T06:18Z 53.7K followers, 47.4K engagements


"I expect Meta TikTok & YouTube to integrate something like this in the future (18-24 months max)"  
[X Link](https://x.com/zephyr_z9/status/1998018174089150694)  2025-12-08T13:13Z 53.7K followers, 33.2K engagements


"Hawks took another L The real question is will China allow it or not"  
[X Link](https://x.com/zephyr_z9/status/1998090534049702379)  2025-12-08T18:01Z 53.7K followers, 29.6K engagements


"At least $100B/year in incremental revenue btw Do the math anon From Nvidia to all its suppliers"  
[X Link](https://x.com/zephyr_z9/status/1998095257783984333)  2025-12-08T18:20Z 53.7K followers, 15.8K engagements


"I doubt it It will probably be around 25k-27k"  
[X Link](https://x.com/zephyr_z9/status/1998257489889141126)  2025-12-09T05:04Z 53.7K followers, 47.4K engagements


"CETC makes lots of chips (they have more than X ASML machine lol) They also really good ion implanters"  
[X Link](https://x.com/zephyr_z9/status/1998372151615984048)  2025-12-09T12:40Z 53.7K followers, 6993 engagements


"U can already see this happening in PV cells (for the past 3-4 months) -I'm not sure about Lithium (due to sodium and solid state batteries) -Chemical is getting worse (they want to break BASF DuPont and Japanese monopoly) -EVs are interesting . BYD has slowed down expansion after going crazy for the past X years. But Geely or an SOE could take this opportunity to start expanding"  
[X Link](https://x.com/zephyr_z9/status/1998374181478830178)  2025-12-09T12:48Z 53.7K followers, 29.1K engagements


"They just did for training frontier models (at least) Bytedance Alibaba Rednote Tencent Moonshot Baichuan Zhipu Deepseek Minimax etc will be the first batch of customers"  
[X Link](https://x.com/zephyr_z9/status/1998380277325017281)  2025-12-09T13:12Z 53.7K followers, 15.1K engagements


"WOW A very cool spin off This will be a money machine I wonder how many they can manufacture in the next few years Demand is insatiable"  
[X Link](https://x.com/zephyr_z9/status/1998400940488135090)  2025-12-09T14:34Z 53.7K followers, 38.3K engagements


"LMAO Samsung & Micron both will generate higher profit margin from DDR5 compared to HBM"  
[X Link](https://x.com/zephyr_z9/status/1998401302859284533)  2025-12-09T14:36Z 53.7K followers, 48.5K engagements


"Bros are already leaving MSL"  
[X Link](https://x.com/zephyr_z9/status/1998423205388939521)  2025-12-09T16:03Z 53.7K followers, 131K engagements


"The biggest reason why Trump et al. have allowed the exports of H200s is that AGI/ASI timelines have been extended from 2027 to the 2030s In that scenario not supplying GPUs to China now is basically hurting Nvidia's topline and helping in the creation of another AI hardware stack Nat Sec idiots need to learn more"  
[X Link](https://x.com/zephyr_z9/status/1998440647481765901)  2025-12-09T17:12Z 53.7K followers, 66.8K engagements


"The funny thing is that Jensen Satya and Demis never had short timelines Jensen has always pushed "AI factories" not "AGI." The vibes changed after RL didn't generalize that well and Karpathy & Ilya started extending their timelines Sacks and Sriram understand AI economics quite well Unlike traditional software where the marginal cost of distribution is zero AI software has substantial inference/distribution costs (hardware eats the margins) Not allowing Nvidia hardware in China is basically hurting Nvidia's topline and creating an opportunity to create another AI stack Now that "AGI 2027""  
[X Link](https://x.com/zephyr_z9/status/1998443871714554123)  2025-12-09T17:25Z 53.7K followers, 22.6K engagements


"Still haven't fixed the "AI shine""  
[X Link](https://x.com/zephyr_z9/status/1998446557277167874)  2025-12-09T17:36Z 53.7K followers, 40.2K engagements


"The timelines have been extended"  
[X Link](https://x.com/zephyr_z9/status/1998448207479845080)  2025-12-09T17:42Z 53.7K followers, 11.7K engagements


"Stargate Abilene DC had to import transformers from China due to shortages"  
[X Link](https://x.com/zephyr_z9/status/1998482886740328519)  2025-12-09T20:00Z 53.7K followers, 17.8K engagements


"it really looks like LBT is using Intels money to bail out a failed startup that he invested in as a VC. LMAO"  
[X Link](https://x.com/zephyr_z9/status/1998652805721309694)  2025-12-10T07:15Z 53.7K followers, 22.4K engagements


"Lumentum is up XXX% since then"  
[X Link](https://x.com/zephyr_z9/status/1998658233188364518)  2025-12-10T07:37Z 53.7K followers, 47.4K engagements


""Hanmi Semiconductor and Hanwha Semitech continue their legal battle over patent disputes." ASMPT stealing the show while these two fight LMAO 🤣🤣🤣🤣"  
[X Link](https://x.com/zephyr_z9/status/1998680915053056272)  2025-12-10T09:07Z 53.7K followers, 18.2K engagements


"Only X countries in the world have shown the ability to develop multiple high-quality LLMs US China and Korea (as a distant third) France doesn't count as they only have Mistral"  
[X Link](https://x.com/zephyr_z9/status/1998717703910289764)  2025-12-10T11:33Z 53.7K followers, 21.4K 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 2026 They also produce ArF and KrF photoresist They have over XX phoresist products and XX 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 53.7K followers, 12K engagements


"BRUH Altman is cooked"  
[X Link](https://x.com/zephyr_z9/status/1998738967433515496)  2025-12-10T12:57Z 53.7K followers, 16.2K engagements


"Looks like the beef with ARM will end up with QCOM shifting to RISC-V"  
[X Link](https://x.com/zephyr_z9/status/1998799067208696316)  2025-12-10T16:56Z 53.7K followers, 8394 engagements


"That's not true Apart from Graviton all the hyperscalers are basically shipping a standard ARM Neoverse chip"  
[X Link](https://x.com/zephyr_z9/status/1998818251204436133)  2025-12-10T18:13Z 53.7K followers, 6184 engagements