#  @charleschen5700 Charles Chen Charles Chen posts on YouTube about ai, $googl, meta, tsmc the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/youtube::UCFtgMcc1NBxpZ1_b_YNiiAw/interactions)  - [--] Week [---] -67% - [--] Month [------] -17% ### Mentions: [--] [#](/creator/youtube::UCFtgMcc1NBxpZ1_b_YNiiAw/posts_active)  - [--] Week [--] +10% - [--] Month [--] +6.10% ### Followers: [-----] [#](/creator/youtube::UCFtgMcc1NBxpZ1_b_YNiiAw/followers)  ### CreatorRank: undefined [#](/creator/youtube::UCFtgMcc1NBxpZ1_b_YNiiAw/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) [stocks](/list/stocks) [automotive brands](/list/automotive-brands) [fashion brands](/list/fashion-brands) [social networks](/list/social-networks) [celebrities](/list/celebrities) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [ai](/topic/ai), [$googl](/topic/$googl), [meta](/topic/meta), [tsmc](/topic/tsmc), [ceo](/topic/ceo), [anthropic](/topic/anthropic), [spacex](/topic/spacex), [leo](/topic/leo), [b2b](/topic/b2b), [agi](/topic/agi) **Top accounts mentioned or mentioned by** [@ai](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/tesla) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Oklo Inc. (OKLO)](/topic/$oklo) [Microsoft Corp. (MSFT)](/topic/microsoft) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Axion (AXN)](/topic/axion) [Honeywell International Inc (HON)](/topic/honeywell) ### Top Social Posts Top posts by engagements in the last [--] hours "AI AI AI ASIC [--] [--] [--] SerDes IP ASIC Google TPU ASIC" [YouTube Link](https://youtube.com/watch?v=BBgZ60423DM) 2025-09-29T11:48Z [--] followers, [--] engagements "AIF4 () AI F4 AI AI/HPC F4 CPO NVIDIA GB NVIDIA ASIC [----] HPC F4" [YouTube Link](https://youtube.com/watch?v=LEinFvYWAJE) 2025-09-27T04:46Z [--] followers, [--] engagements "MBTI INFP INFP thoughtful idealistHealerINFP INFPINFP" [YouTube Link](https://youtube.com/watch?v=OCvd-KkK6nc) 2025-10-14T08:58Z [--] followers, [---] engagements "AI 2/2 CEO CEO (KSF) AI #ai [--]. AI IBM AI [--] AIAI AI (Agentic AI) [--]. AI AI Capgemini IBM AI AI Copilot AI (Autonomy) (Action)Capgemini [----] [----] AI API CRMERP API (Model Context Protocol MCP) [--]. AI (Enterprise Workflow) Salesforce (Agentforce)ServiceNow (Now Assist) SAP IT (Coding & Engineering) Anysphere (Cursor) [---] (ARR) [--] Replit [----] [--] Devin (Cognition AI) AI (Customer Service) Salesforce Sierra [---] [--] (7 ) [--] ARR (Vertical AI) Harvey AI ( [--] ) Hippocratic AI HIPAA [--]. CEO McKinsey IBM (Agentic Organization) McKinsey [--] [--] [--] [---] (Agent Factory) (Above the loop) AI McKinsey" [YouTube Link](https://youtube.com/watch?v=9aRLQE_xaDA) 2026-02-15T09:49Z [----] followers, [--] engagements "2026 AI 1/2 AI: Copilot Claude (Anthropic) Cowork #ai [--]. Claude AI Claude COWORK AI AI Agentic AI AI AI Agentic ROI -------------------------------------------------------------------------------- [--]. Microsoft Copilot (AI vs. Claude COWORK AI AssistantsAgents Microsoft CopilotAI Copilot Prompts Office [---] Claude AICOWORK Autonomous AgentsReasoning AI Devin Guardrails AI -------------------------------------------------------------------------------- [--]. Capgemini [----] AI Fei-Fei Li I. [---] [----] AI 80% [---] AI [----] AI [----] 93% [--] AI II. 43% 27% AI AI III. IT [--] IT AI AI Level [--] Level" [YouTube Link](https://youtube.com/watch?v=BWKF3F5Hxr8) 2026-02-14T14:10Z [----] followers, [--] engagements "2026 AI 2/2 AI: Copilot Claude (Anthropic) Cowork #ai [--]. Claude AI Claude COWORK AI AI Agentic AI AI AI Agentic ROI -------------------------------------------------------------------------------- [--]. Microsoft Copilot (AI vs. Claude COWORK AI AssistantsAgents Microsoft CopilotAI Copilot Prompts Office [---] Claude AICOWORK Autonomous AgentsReasoning AI Devin Guardrails AI -------------------------------------------------------------------------------- [--]. Capgemini [----] AI Fei-Fei Li I. [---] [----] AI 80% [---] AI [----] AI [----] 93% [--] AI II. 43% 27% AI AI III. IT [--] IT AI AI Level [--] Level" [YouTube Link](https://youtube.com/watch?v=CPSTewDUbyE) 2026-02-14T14:34Z [----] followers, [--] engagements "AI 1/2 CEO CEO (KSF) AI #ai [--]. AI IBM AI [--] AIAI AI (Agentic AI) [--]. AI AI Capgemini IBM AI AI Copilot AI (Autonomy) (Action)Capgemini [----] [----] AI API CRMERP API (Model Context Protocol MCP) [--]. AI (Enterprise Workflow) Salesforce (Agentforce)ServiceNow (Now Assist) SAP IT (Coding & Engineering) Anysphere (Cursor) [---] (ARR) [--] Replit [----] [--] Devin (Cognition AI) AI (Customer Service) Salesforce Sierra [---] [--] (7 ) [--] ARR (Vertical AI) Harvey AI ( [--] ) Hippocratic AI HIPAA [--]. CEO McKinsey IBM (Agentic Organization) McKinsey [--] [--] [--] [---] (Agent Factory) (Above the loop) AI McKinsey" [YouTube Link](https://youtube.com/watch?v=hDR4TcaWYuI) 2026-02-15T08:35Z [----] followers, [--] engagements "AI ASIC Nvidia ASIC GUC #ai # GoogleAWS CSP ASIC TPUNvidia GPU Nvidia ASIC Nvidia -------------------------------------------------------------------------------- [--]. ASIC AI AlchipGUC MediaTek Alchip (KY): ASIC IP AWSMeta Alchip IP GUC (): GUC IP HBMdie-to-die IP MediaTek (): SoC IP Google TPU Google Alchip AI EPSGUC IP [--]. AI ASIC Tape-out 3nm5nm CoWoS HBM Alchip Alchip 2025-2026 ASIC 2027-2028 CoWoS ASIC CSP AI [--]. bargaining power Apple Nvidia Apple: 25% Nvidia: AI GPU Apple Nvidia GoogleAWSMicrosoft CSP ASIC Apple iPhone Nvidia GPU Google TPU Nvidia GPU Nvidia" [YouTube Link](https://youtube.com/watch?v=2GuYp1ufgWU) 2025-12-04T14:08Z [----] followers, [---] engagements "(3443) : AI Chiplet ASIC ( . ) #ai GUC [----] -- ## 3443.TW ### [----] ASIC [----] #### [--]. * **** [----] [--] [------] 24.2%H1 [----] [-----] 5.8% 32.5% * **** ** 64%** 15% * **** IC **System House** [----] 69% #### [--]. ****TSMC**** [--] /5 * **** [--------] **** * **** **** * **** CSP AI **** ### AI * **** [----] [--] [--] ** 59%** * **CSP** CSP AI * **CSP ** ** (Microsoft)Meta Platforms (Meta) (Amazon)** * CSP IP * CSP 25% CSP ** 30%** * **** ADASAIHPC ### ASIC #### [--]. * ** (Alchip Technologies)** AI ASIC * ** (Faraday Technology)** SoC IP * ** (Silicon Motion)** * **** (3228) (3529) IP/ #### [--]. ******** ASIC * ****" [YouTube Link](https://youtube.com/watch?v=NH77ZVuukdQ) 2025-11-07T09:28Z [----] followers, [---] engagements "AI ASIC : () -KY ( . ) #ai # AI ASIC ASIC AICSPAmazonGoogleMicrosoftGPUAIASICIC-KYAI -------------------------------------------------------------------------------- [--]. -KY (Alchip) AI ASIC Integrated Logistic Support ILSNRERTL to GDSII orchestrating (Strengths): HPCAI ASIC796%2 CSPAmazon AWSCoWoS (Weaknesses): 81%60% (Opportunities): AIAWSAITrainium 3Trainium [---] IC2026 (Threats): ASICMarvellBroadcomNVIDIA NVIDIAIntel AI -------------------------------------------------------------------------------- [--]. (GUC) ASIC (Strengths): AIMLHBMIPMicrosoft MaiaAI (Weaknesses): TurnkeyCoWoS " [YouTube Link](https://youtube.com/watch?v=aX173mawfmI) 2025-11-28T13:43Z [----] followers, [----] engagements "GPU ASIC GPU ASIC #ai [----] AI GPU ASIC ### [----] ASIC GPU [----] AI **** NVIDIA CSP Google Amazon Meta Microsoft [----] ASIC ** GPU ** ### ASIC [----] IC [----] EPS * **-KY (3661) NRE ** * **** AWS 70% AI 28% [--] **NRE** * **2026 ** **Trainium 3** [----] [--] [----] EPS ** [---] ** * ** (3443) AI ** * **** AI 3% 40% * **2026 ** [--] [--] **3 ** AI AI * ** (2454) AI ** * **** **Google TPU** AI [----] [--] **2026 ** * **** ** 5% **" [YouTube Link](https://youtube.com/watch?v=xwkE_vjQwQY) 2025-12-30T14:38Z [----] followers, [---] engagements "Google AI TPU: Nvidia GPU 1/2 ( . ) #ai # NVIDIA AI GPU 80-90% Google Tensor Processing Unit (TPU) Meta Platforms NVIDIA AI Google TPU NVIDIA TPU AI (training) (inference) AI 90%Total Cost of Ownership TCOGoogle TPU TPU v6e Meta TPU v7 (Ironwood) TPU (Performance per Dollar): AI TPU NVIDIA H100 GPU [--] (Total Cost of Ownership): TPU [--] [--] [--] 30-50%TPU TCO 20-30% (Energy Efficiency): TPU GPU [--] [--] AI Midjourney TPU 65% [---] [--] TPU MetaGoogle TPU Meta Platforms (META) Google TPU TPU viability Meta AI NVIDIA AI [--]. (Rental Phase - [----] ): Meta Google Cloud TPU [--]. (Direct Deployment Phase - 2027" [YouTube Link](https://youtube.com/watch?v=2CRPI176O6o) 2025-11-26T09:35Z [---] followers, [---] engagements ": INTJ ( . ) #mbti #intj INTJ5 -------------------------------------------------------------------------------- [--]. [--]. [--]. INTJ 70% [--]. [--]. INTJ --------------------------------------------------------------------------------" [YouTube Link](https://youtube.com/watch?v=3De_rksTOX0) 2025-11-23T15:54Z [---] followers, [---] engagements "2026AI 1/217 EPS ( . ) # #ai ** AI **' [---] AI 2026AIAI3400035000 2026GPUASIC 2026EPS12AI [---] 2026EPS [---] (3013) EPS 105% SidecarMIM [---] (6805) EPS 93.5% AIManifoldUQDGB300 [---] -KY (3661) EPS 92.3% ASICAWSTrainium [-----] AI ASIC [---] (3324) EPS 90.0% Cold PlateCDUGB300Rubin [---] (3443) EPS 50.5% TeslaAI5AIAIAINRE Tape-outAI [---] (3017) EPS 48.0% 55% [---] (6239) EPS 38%48% AIFOPLP2026 [---] (8210) EPS 34%45% AINVIDIA Blackwell2026 [----] [---] (2308) EPS 42.36% AIAI AI [----] (2330) EPS 25%40% AI35CoWoS2026 [----] (2317) EPS 26.0% GB200/GB300 AI [----] (6669) EPS 18.5% " [YouTube Link](https://youtube.com/watch?v=3rB5ZTdY62k) 2025-12-18T15:30Z [---] followers, [---] engagements "AIETF 2/2 4AI ETF [--------------------] ** #ETF * AI- * [--]. AI AIFOMOAIETFAIETF -------------------------------------------------------------------------------- [--]. AI ETF (A) ETF [-----] FANG+ NVIDIAAppleAmazonMetaTesla10 AI (B) ETF [-----] NASDAQ [------] NASDAQ [---] MicrosoftGoogleNVIDIAAppleAmazon NASDAQ-100AI (C) AI ETF [-----] AI NVIDIAMicrosoftAmazon AI AIAI (D) AI ETF [-----] NVIDIAAMDIntelADR AIAI -------------------------------------------------------------------------------- [--]. [----] [--]. All-inDCA [-----] [-----] [--]. ETF [-----] [------] 4060% [-----] [-----] 2030% [--]. EPSAIAIAINVIDIAMicrosoftAI" [YouTube Link](https://youtube.com/watch?v=4MKpLyFyCSU) 2025-12-27T03:51Z [---] followers, [---] engagements "2026 AI AI [--] #aI # *** AI *** [----] [----] AI NVIDIA AI [----] AI AIAI EPS ROIC AI AI [--]. AI AI [----] AI AI AI GPU AI EPS ROIC [----] AI AI [--]. AI [----] AI GPU (capex) EPS HBM (TSMC) CoWoS (ASE)Amkor (Powertech) AI [--]. AI AI AI AI VertivEatonSchneider Electric (Delta Electronics) (YC-ET) (Hantang) [--]. AI AI AI [----] Qualcomm (MediaTek) Edge AI Arm NVIDIA TensorRT AI AI [--]. AI (Workflow Lock-in) AI AI (Intuit) (Workday) (Adobe) ServiceNow AI (Sovereign AI) AI AI PalantirLeidos Booz Allen Hamilton AI AI [--] * (e.g. CoWoS ) * (e.g. ) * / (e.g. ) * (e.g. ) * AI / (e.g. ) [----] AI AI AI AI [--------] AI" [YouTube Link](https://youtube.com/watch?v=4RNe4gMW-RY) 2025-12-06T14:59Z [---] followers, [--] engagements "SpaceX 2/2 (LEO) #ai #spacex SpaceX (Starlink) (**AI) ### 🚀 [----] SpaceX IPO LEO #### SpaceX [----] IPO SpaceX [----] Starlink IPO * **** **1.5 ** **300 ** * **** IPO **StarshipV3** AI * **** **Re-rating** #### LEO [----] **** [--]. **** Starlink [----] [----] LEO [--] [--]. **NTN** 5G/6G **NTN** [--]. **** AI **** [--]. **** Starship V3 [----] **100-200 ** #### [----] * **** [----] **148 ** **24.5%** * ** (CAGR)** [----] CAGR **15% 30%** * **D2D** [----] [---] [----] ** [--] ** #### SpaceXAmazon Kuiper **** **/** ** (3491)** **40-50% **Starlink Amazon ** HDI ** ** (2313)** SpaceX **** ** (6285)** (User Terminal) Amazon" [YouTube Link](https://youtube.com/watch?v=59UrY5iO5Xc) 2026-01-20T15:16Z [----] followers, [---] engagements "Google 2/2 B2B AI AI #ai : AI EP196 https://pca.st/0ib4l2sy ------ AIChatGPTAI AIAIAI -------------------------------------------------------------------------------- Googlehumanoid illusion AIAIMoravec's ParadoxAI Nvidia CEO Embodied IntelligenceAIAI NVIDIA Omniverse Isaac SIM -------------------------------------------------------------------------------- 1:99 AI1:991:99 paradigmAI AI 1%Super Humans99% AI G7NVIDIAMicrosoftAppleNVIDIAGDPG7 AI AIG7 -------------------------------------------------------------------------------- AIAI AIAICopilot AIAIAI AgentAI GoogleGemini 38AI 3000" [YouTube Link](https://youtube.com/watch?v=5N_b505gVo8) 2026-01-04T13:27Z [----] followers, [----] engagements "2026 [--] 560AI 20% [----] [--] NvidiaAI [----] [--] [--] [----] [-----] EPS [-----] [----] C.C. Wei -------------------------------------------------------------------------------- AI AI CSP AI (Very rich)AI AI 1% 2% ROI We believe the AI is real. it is starting to grow into our daily life. AI Megatrend -------------------------------------------------------------------------------- [---] [----] CapEx [---] [---] [----] [---] 37% 70%-80% 10% 10%-20% CoWoSMask Making [----] [----] Engagement time -------------------------------------------------------------------------------- [--] A16 [--] N2 [----] Super Power Rail SPR A16 2026" [YouTube Link](https://youtube.com/watch?v=5OXNvNdb1_4) 2026-01-15T09:16Z [----] followers, [----] engagements "Google 2/2 AI [----] Aluminium AndroidChromeOS SWOT #ai Google850910930AI(** AI **) Googleagentic intelligence -------------------------------------------------------------------------------- [--]. AIGoogle AIGoogleAI [---] AI GoogleAI Gemini (App Canvas Gems): ChatGPTAIGeminiGoogleGmail Drive NotebookLM: PDFYouTubeNotebookLMAudio OverviewsAIPodcast Nano Banana (): AI AI (AI Overviews & AI Mode): AIAI OverviewsAIAI Mode2025AI Mode7500 [---] GoogleAI Google Cloud & Vertex AI: Google CloudAIVertex AIAIModel Garden200Gemini 3AIAgent Builder Gemini Enterprise & Business:" [YouTube Link](https://youtube.com/watch?v=5hSMJ1D7DpI) 2026-01-13T10:41Z [----] followers, [---] engagements "Google TPU AI : 2/2 ( . ) #ai # Google TPU (Foundry & Advanced Packaging) (TSMC 2330.TW): TPU N3 N5 CoWoS TPU HBM3e ASIC IP (ASIC Design & IP) (MediaTek 2454.TW): [--] TPU (v7e) TPU Google Broadcom 20-30% [----] [--] ASIC (GUC 3443.TW): Google TPU Axion CPU N3/N5 IP Google (Server Assembly & System Integration) (Quanta Computer 2382.TW): ODM HPC AI (Wiwynn 6669.TW): Meta Meta 1kW TPU (Hon Hai Precision Industry 2317.TW): AI Google NVIDIA NVL72 AI PCB/CCL TPU" [YouTube Link](https://youtube.com/watch?v=6T8AzGF_sNM) 2025-11-26T11:22Z [---] followers, [---] engagements "AI (6669) () AI ( . ) AI 202510167.38%46.83%11.98%AI HyperscalerODM90%Meta56%36% AIHigh-betaMetaAI AIAI40%AI (Wiwynn): (TCO) ODM DirectAITurnkey (Quanta): (Foxconn): IIDM AI - GB200TDP2700W/ - [----] Meta AIOpenAI10%20% Blackwell2026202725-40%20-35% AI AIAI AI" [YouTube Link](https://youtube.com/watch?v=9fIinGuCWBc) 2025-11-10T15:27Z [---] followers, [--] engagements "2026AI AI AI [----] [----] GPU AI AI [----] ROIC () EPS () [--]. [----] GPU AI AI AI HBM CoWoS GPU (HBM) EPS AI (power permits) AI AI [----] (TSMC)Vertiv AI [--]. AI [----] AI AI AI AI [--]. AI [--]. AI (Edge AI) AI [--]. (Inference-as-a-Service) AI AI (CAPEX) (OPEX) QualcommArm AI [--]. GPU AI [----] 🔴 (: OpenAI Anthropic) (: Tesla Optimus Figure AI) GPU (: NVIDIA AMD) 🟢 AI (: Amkor) (: ABB Fanuc ) (: Vertiv Eaton ) [--]. AI AI (Sovereign AI) [----] AI AI PalantirLeidos [----] [----] AI AI [--------] AI" [YouTube Link](https://youtube.com/watch?v=BAgq2uDZ8Go) 2025-12-28T14:56Z [---] followers, [---] engagements "2026 2/2 AGI Neuralink #ai ** [----] AI ** AI -------------------------------------------------------------------------------- [--]. [----] [----] 2026AGI2026 [----] Physical Embodiment Optimus V32026AI Self-Improving Intelligence 2026AI Human-Machine Interface Neuralink2026AI AIAI 2026AIAISpaceXStarship100 -------------------------------------------------------------------------------- [--]. 2026AI OptimusAI40%30% AI AI -------------------------------------------------------------------------------- [--]. [----] AI2030AI Universal High IncomeUBIAI SpaceXStarship2028-202930AI" [YouTube Link](https://youtube.com/watch?v=C2yZpeIRSG0) 2026-01-08T14:25Z [----] followers, [----] engagements "AI 1/2 : AI OSAT AI NVIDIA H100Blackwell [--] [--] AI AI HBM AI 2.5D 3D Fabric Advanced Packaging 2.5D ( CoWoS-L) AI Organic Interposer LSI CoWoS-LCoWoS-S NVIDIA Blackwell AMD CPUVenice 3D ( SoIC)AMD Venice N2 CoWoS-L SoIC (FOPLP) 600x600mm 700x700mm [--] 2024-2026 ICPMIC/RF 2027-2028 AI GPU AI [--]. (Interposer) CoWoS-L RDL [--]. ASIC AI GPU ASIC-KY (Alchip) (MediaTek) [----] CoWoS -KY AWS Trainium [--] [----] [--] [--] [----] [--] [--]. HBM AI HBM 2nm SoC [--] HBM [-----] CoWoS [----] [---] [----] [----] [--] (TSMC): CoWoS-L SoIC Apple NVIDIA OSAT (Technology Definer) (Scaling Engine) WoS (Wafer on Substrate) CoW " [YouTube Link](https://youtube.com/watch?v=DBzWPwco9UA) 2026-01-17T10:31Z [----] followers, [---] engagements "1/22026 CES NVIDIA Alpamayo Tesla FSD #ai #tesla ChatGPT TeslaFSD CES [----] NVIDIA CEO Alpamayo AI ChatGPT Alpamayo FSD [--]. AI vs. AI AI NVIDIA Alpamayo AI Vision-Language-Action (VLA)chain-of-thought reasoning AI Tesla FSD [--] Tesla FSD NVIDIA Alpamayo Vision-Language-Action (VLA) + + + [--]. vs. Android Tesla FSD HW4 NVIDIA Alpamayo Android Mercedes-Benz [----] CLA Robotaxi NVIDIA [--]. long tail problem Elon Musk 99% long tail distribution Tesla AI Ashok Elluswamy Alpamayo AI FSD 1% [--]. NVIDIA Tesla Alpamayo FSD Tesla FSD RobotaxiAlpamayo Robotaxi Tesla Elon Musk Alpamayo [--] [--] FSD Tesla" [YouTube Link](https://youtube.com/watch?v=DFqN8fsbrBQ) 2026-01-06T16:38Z [----] followers, [---] engagements "CES 1/2 CHATGPT Alpamayo / GR00T / AI Vera Rubin #ces #ai NVIDIA CES AI NVIDIA Jensen Huang CES [----] CES AI AI AI -------------------------------------------------------------------------------- [--]. [--] [--] reset programmingtraining AI -------------------------------------------------------------------------------- [--]. AIChatGPT AIPhysical AI AI AI AI (Training Computer) AI (Simulation Computer) AI NVIDIA Omniverse Cosmos (Inference Computer) Jetson Thor ChatGPT -------------------------------------------------------------------------------- [--]. AIAlpamayo Alpamayo reasoninglong tail" [YouTube Link](https://youtube.com/watch?v=F6K5k2pLdVw) 2026-01-06T09:17Z [----] followers, [---] engagements "Google 1/2 B2B AI AI #ai : AI EP196 https://pca.st/0ib4l2sy ------ AIChatGPTAI AIAIAI -------------------------------------------------------------------------------- Googlehumanoid illusion AIAIMoravec's ParadoxAI Nvidia CEO Embodied IntelligenceAIAI NVIDIA Omniverse Isaac SIM -------------------------------------------------------------------------------- 1:99 AI1:991:99 paradigmAI AI 1%Super Humans99% AI G7NVIDIAMicrosoftAppleNVIDIAGDPG7 AI AIG7 -------------------------------------------------------------------------------- AIAI AIAICopilot AIAIAI AgentAI GoogleGemini 38AI 3000" [YouTube Link](https://youtube.com/watch?v=Fn6BAOz9LEs) 2026-01-04T11:30Z [----] followers, [---] engagements "FOMO [--]. * Google * * * AI [--]. (P/E ratio) [--]. 4" [YouTube Link](https://youtube.com/watch?v=GAs3sWMAvVk) 2025-12-14T09:38Z [---] followers, [--] engagements "AI(Broadcom) AI [--] AI () 11%AIBroadcomAI health checkAI AI74%7301 AIOracleAIAI AI AI P/E Ratio100-102202332202219.6 AIAI (P/E Ratio) Broadcom (AVGO): (P/E Ratio) 100-102 . AI Amazon (AMZN): (P/E Ratio) 40-50 . AWS AWS recurring revenue () AIROI AIROIAI AI ROI * (Direct Revenue)AI * (Indirect Benefits) * (Long-term Value)AI 1AI AI * GPTAI * AIAI * AIAWS(Alchip)(TSMC) AIAI AI" [YouTube Link](https://youtube.com/watch?v=GwPcFfv1Nr8) 2025-12-13T14:42Z [---] followers, [--] engagements "AI : [----] AI ( . ) (2308)AI (NVIDIA)AI(2308)AI [--]. AI 2025AIAI50%70%AI 202553%AIAI34%(Grid to Chip)**800V(HVDC)** AINVIDIA Blackwell1kW [--]. AI AIAI (CSPs): MicrosoftMetaAIAI AIODM: AIB2B2BODMAI AIAI [--]. AI(3017)(3324) (Delta): AI (AVC): (Cold Plate) (Auras): (CDU) (Schneider Electric)(Eaton)ABBAI [--]. AISWOT AISWOT SWOT (Strengths): AI70% AI (Weaknesses): AI (Opportunities): AI 203015%AI (Threats): (Growth Rate Estimation) AI20252027(EPS)(CAGR)56% AIAI202550% AIAI" [YouTube Link](https://youtube.com/watch?v=Gx0GTnZZbgs) 2025-11-15T04:32Z [---] followers, [---] engagements "SpaceX 1/2 (LEO) #ai #spacex SpaceX (Starlink) (**AI) ### 🚀 [----] SpaceX IPO LEO #### SpaceX [----] IPO SpaceX [----] Starlink IPO * **** **1.5 ** **300 ** * **** IPO **StarshipV3** AI * **** **Re-rating** #### LEO [----] **** [--]. **** Starlink [----] [----] LEO [--] [--]. **NTN** 5G/6G **NTN** [--]. **** AI **** [--]. **** Starship V3 [----] **100-200 ** #### [----] * **** [----] **148 ** **24.5%** * ** (CAGR)** [----] CAGR **15% 30%** * **D2D** [----] [---] [----] ** [--] ** #### SpaceXAmazon Kuiper **** **/** ** (3491)** **40-50% **Starlink Amazon ** HDI ** ** (2313)** SpaceX **** ** (6285)** (User Terminal) Amazon" [YouTube Link](https://youtube.com/watch?v=HSuJVsUS0xQ) 2026-01-20T14:54Z [----] followers, [---] engagements "AI Nvidia AI 1/2 [--] AI [----] WEF #ai NVIDIA AI [--] AINVIDIA AI AI AI -------------------------------------------------------------------------------- AI AI AI AI **TSMCFoxconnWistronQuantaMicronSK SK HynixSamsung** AI -------------------------------------------------------------------------------- AI AI (purpose of the job) (task of the job) AI AI -------------------------------------------------------------------------------- AI AI AI AI AI AI AI **** AI (national intelligence) -------------------------------------------------------------------------------- AI AI AI AI (Physical AI) AI " [YouTube Link](https://youtube.com/watch?v=HljNpAa9VeA) 2026-01-22T09:39Z [----] followers, [--] engagements "AI: AI [--] (AI ) #ai ** AI . AI ** --------------------------------- AI5 AIUNESCOAIGeneration AIAI -------------------------------------------------------------------------------- [--]. AI AI AI AIAI100%AIAI Goldman Sachs AI AIAI [--]. AI1:99 AI 1%40%50%AI AI1%99% G7GoogleAmazonMicrosoftGDPNVIDIAGDP AI1%99% [--]. AI AIAI AI AIAI AICopilotAI [--]. AI AI AI context AI AI [--]. AI AI AI AI AIAI AIAI -------------------------------------------------------------------------------- AIAIAI AI" [YouTube Link](https://youtube.com/watch?v=IYacdrc6y8I) 2025-12-07T06:24Z [---] followers, [---] engagements "2026 2/22500+2500 [---] # 32% 15% [----] [--] 15% [----] BTA232 -------------------------------------------------------------------------------- 15% 50% 15% MFN 15% 15% 15% [----] -------------------------------------------------------------------------------- [---] [---] Lutnick [---] [---] [---] [---] -------------------------------------------------------------------------------- 2500+2500 2500+2500 [----] -------------------------------------------------------------------------------- 15% [----] [----] 90% 2500+2500 **** -------------------------------------------------------------------------------- " [YouTube Link](https://youtube.com/watch?v=JMC64x2JGvk) 2026-01-16T09:06Z [----] followers, [---] engagements "(2454) 1/2 AI Google CoWoS #ai #asics [--]. AI (**AI) MediaTek AI Google TSMCGoogle [--]. VIP LEVEL [----] VIP LEVEL [----] [----] 9% 9% [----] N2P [--]. CoWoS [----] [--] CoWoS AI AI CoWoS AI Tier-1 Tier-2 IC CoWoS [----] [-----] CoWoS 1.3% 2% [----] Google [--] [--] SoC 3.5D [--]. Google AI Google AI TPU [----] [-----] Broadcom vs. (Broadcom) AI TPU v7p 70% (MediaTek) AI Ironwood TPU v7e v8e I/O SerDes Google [--] Google Google Google 20% 30% Google [--]. [----] AI AI (Mobile) [----] 2nm (N2P) 36% On-deviceAI (Automotive) C-X1 [--] [--] [--] ASIC AI (Cloud AI) Google TPU Meta ASIC [----] ASIC [--] [----] ASIC 10-15% AI AI PC N1X" [YouTube Link](https://youtube.com/watch?v=KCwBmdg_jGw) 2026-01-19T13:42Z [----] followers, [---] engagements "INTJ : INTJ #mbti #intj ** - INTJ ** INTJ [--]. INTJ (Ni) [--]. MBTI INTJ (Masking) (Integration) INTJ [--]. INTJ (Alan Turing) (Ni) (Nietzsche) (Ni) (Fi) (Elon Musk) (Ni) (Te) relentless INTJ [--]. INTJ (Te) (Ni) INTJ (Fi) Fi [--]. INTJ INTJ" [YouTube Link](https://youtube.com/watch?v=KlhCR1LhFYo) 2025-12-12T09:53Z [---] followers, [---] engagements "Meta20Manus 1/2:AI AI WhatsApp IG Facebook #ai AI Meta Platforms20AIManus AIMetaMetaAI AIAIMetaAgentic Era -------------------------------------------------------------------------------- [--]. MetaManus AIAIGeneral AI Agent ManusManusset and forget Multi-agent Multi-model AIAnthropicClaudeQwen Manus's Computer ManusMeta Manus AI [--]. MetaAI MetaAIManus AIMeta ManusSaaS8ARR1Meta Meta AI AI MetaAIAI [--]. WhatsAppIG ManusMetaAI WhatsApp Business AI Instagram AIReels Facebook AI MetaAI [--]. AIGoogleOpenAI MetaAI OpenAI OpenAIOperatorManusGAIAOpenAI Deep Research Google GoogleGemini 3.0Project" [YouTube Link](https://youtube.com/watch?v=MHgM1zM6zIg) 2026-01-01T13:55Z [----] followers, [--] engagements "2026 1/2 AGI Neuralink #ai ** [----] AI ** AI -------------------------------------------------------------------------------- [--]. [----] [----] 2026AGI2026 [----] Physical Embodiment Optimus V32026AI Self-Improving Intelligence 2026AI Human-Machine Interface Neuralink2026AI AIAI 2026AIAISpaceXStarship100 -------------------------------------------------------------------------------- [--]. 2026AI OptimusAI40%30% AI AI -------------------------------------------------------------------------------- [--]. [----] AI2030AI Universal High IncomeUBIAI SpaceXStarship2028-202930AI" [YouTube Link](https://youtube.com/watch?v=OVRKU1nCSTw) 2026-01-08T12:11Z [----] followers, [---] engagements "AI: [----] (CCL) [----] (PCB) - AI (. ) AIGPUASIC(PCB)(2383)(2368)AIAI -------------------------------------------------------------------------------- [--]. AI AI(CCL)PCBPCBAI AI(Signal Integrity)CCLM8/M9PCBAI 20-30 AIM9AI2026-2027AI [--]. AI(Volume)(Value Per Box VPU) AI(UBB/OAM) CCL [----] 65-70%CCL 75% AI800G800G [----] (EPS16.0%) (13%) [--]. CSP AI(CSP) (AWS)OpenAIxAI CSPCSPAI CSPASIC [--]. [----] 2026PCB M9 Ibiden AI20252600(CAGR)35%203011670 [--]. AI(CPO) AI CCLM92025-2026AI 30-40% 35-45%AI 64%VPU (VPU)AI35%CAGR800G -------------------------------------------------------------------------------- AI" [YouTube Link](https://youtube.com/watch?v=Oy-gnLF8ghE) 2025-11-18T15:36Z [---] followers, [--] engagements "3443 2/2 [----] GPU ASIC #ai GPU ASIC [----] AI (** AI **) [--]. NVIDIA H100 Blackwell LLMTrainingInferenceTCO NVIDIA ASIC GUC 3443TSMC GPU [--]. 34.84% GUC VCA [--] [--] Early Access ASIC HBM4 IP CoWoS SoIC [--]. [----] [----] NRETurnkey [----] [------] 36.3% AI HPC 64% CSP [--]. SWOT ASIC (Strengths) N3P/N2CoWoS-S/R HBM4 IP AI Memory Wall GPU (Weaknesses) [----] Google 50%Turnkey (Opportunities) NVIDIA TCOCSP ASIC2026 ASIC 44.6% GPU 16.1% (Threats) Broadcom Marvell Broadcom Networking [--]. [----] [----] [---]. Google / 3nm TPU v5/v6 CPU / +50% [----] / [--] [---]. Tesla AI5 / AI (FSD) / 5% - 8% [----] / H100 AI [---]. HBM4 / /" [YouTube Link](https://youtube.com/watch?v=P0vdwXDvS6I) 2026-01-27T08:18Z [----] followers, [---] engagements "2/22026 CES NVIDIA Alpamayo Tesla FSD #ai #tesla ChatGPT TeslaFSD CES [----] NVIDIA CEO Alpamayo AI ChatGPT Alpamayo FSD [--]. AI vs. AI AI NVIDIA Alpamayo AI Vision-Language-Action (VLA)chain-of-thought reasoning AI Tesla FSD [--] Tesla FSD NVIDIA Alpamayo Vision-Language-Action (VLA) + + + [--]. vs. Android Tesla FSD HW4 NVIDIA Alpamayo Android Mercedes-Benz [----] CLA Robotaxi NVIDIA [--]. long tail problem Elon Musk 99% long tail distribution Tesla AI Ashok Elluswamy Alpamayo AI FSD 1% [--]. NVIDIA Tesla Alpamayo FSD Tesla FSD RobotaxiAlpamayo Robotaxi Tesla Elon Musk Alpamayo [--] [--] FSD Tesla" [YouTube Link](https://youtube.com/watch?v=Ph-cmkwfMfE) 2026-01-07T04:34Z [----] followers, [---] engagements "(CSP) AI (ASIC) GoogleAWSMetaMicrosoft #ai # NvidiaGPUGoogleAWSMicrosoftMetaAIASICAIAI [--]. 2025AI ASIC [--]. Google TPU () [--]. AWS Trainium () [--]. Meta MTIA () [--]. Microsoft ASIC () GoogleTPUTensor Processing UnitGoogle Cloud20251520 Meta2025-2026100150BroadcomMTIA T-V1MetaGoogleAWS AI [--]. AI AWSMicrosoftGoogleAI AWSAIMicrosoftAIOfficeWindowsGoogleTPU [--]. Microsoft Microsoft + B2BAWSB2CGoogleASIC (Different Strategic Priority): MicrosoftOpenAICopilotOfficeWindowsTeams GPU (Existing GPU Advantage): NvidiaMicrosoft AzureGPU (Long-term Plan): MicrosoftASIC2027Nvidia MicrosoftASIC [--]. OpenAI" [YouTube Link](https://youtube.com/watch?v=RNnFAhPRKYk) 2025-12-05T15:59Z [---] followers, [--] engagements "Google 1/2 AI [----] Aluminium AndroidChromeOS SWOT #ai Google850910930AI Googleagentic intelligence -------------------------------------------------------------------------------- [--]. AIGoogle AIGoogleAI [---] AI GoogleAI Gemini (App Canvas Gems): ChatGPTAIGeminiGoogleGmail Drive NotebookLM: PDFYouTubeNotebookLMAudio OverviewsAIPodcast Nano Banana (): AI AI (AI Overviews & AI Mode): AIAI OverviewsAIAI Mode2025AI Mode7500 [---] GoogleAI Google Cloud & Vertex AI: Google CloudAIVertex AIAIModel Garden200Gemini 3AIAgent Builder Gemini Enterprise & Business:" [YouTube Link](https://youtube.com/watch?v=S_zPaM3wEso) 2026-01-13T04:53Z [----] followers, [---] engagements "AI ( . ) AI3AI2000 vs [--] -------------------------------------------------------------------------------- [--]. 95%AI AIMIT95%AIAI20232024358000AI AIAI OpenAISam AltmanAI AI AI -------------------------------------------------------------------------------- [--]. AI NeocloudMetaGoogle SPVMetaBlue OwlHyperionBeignet Investor LLC27325A+MetaMeta CoreWeaveNeocloudBlackstoneGPUAICoreWeave / SPV/Neocloud [--------] -------------------------------------------------------------------------------- [--]. AI Nvidia221265%2000Amazon27OpenAI2025130Oracle600Nvidia AppleMetaMicrosoftNvidiaAI AI2000" [YouTube Link](https://youtube.com/watch?v=So8HJCK75KA) 2025-11-16T05:49Z [---] followers, [--] engagements "AI AI ******** --- ### IC ASIC AI CSPs GPU TCO **ASIC** ASIC ASIC [----] [---] #### [--]. ASIC IC * **-KY (Alchip) ** AI/HPC ASIC 2.5D/3DIC **CoWoS** **2 ** CSP AWS [----] AWS Trainium [--] Trainium [--] * ** (MediaTek) ** ** ASIC** [--] [--] **224G/448G SerDes IP** **CoWoS ** Meta MTIA v4 ASIC [----] [----] * **** IC ASIC **ASIC **Layout **** #### [--]. OSAT AI **CoWoS** * ** (Powertech) FOPLP ** **FOPLP**FOPLP **** CoWoS AI GPUHPU CPU * **PCB/CCL ** ASIC PCB **** PCB **** CCL ### AI NVIDIA GB200TDP 2700W 1000W**** AI [----] [----] 45% 50% #### [--]. **** * ** (Delta)** AI **CDUSidecar** * **** ** (AVC)** ** (Auras)**" [YouTube Link](https://youtube.com/watch?v=VVLEbgBYw9s) 2025-11-14T15:55Z [---] followers, [---] engagements "(6414) AI [--] AI 6414IPC [----] AI XaaS/ESaaS Digital Twin AI Honeywell 6% 9.8% Siemens 10% AI [--] 1/4 6% 10% AI [----] [----] B/B Ratio NCR VOYIX AI AI POS Stickiness NVIDIA [--]. Advantech Kontron One Company One Brand [--]. NVIDIA NVIDIA AI Isaac Metropolis AI Edge AI AI [----] AI 15% AI (Cloud AI Computing) [----] 80% AI (Edge AI Hardware): AI [----] 40% AI End-to-EndAI AIoT [----] [---] [----] [---] 26% [--]. AI AI [--]. AI NVIDIA Isaac AMR [--]. AIoT NCR NVIDIA NVIDIANCR" [YouTube Link](https://youtube.com/watch?v=YtoQnTKD00A) 2025-11-17T15:24Z [---] followers, [--] engagements "20262/2: - TSMC ASIC AI #ai [----] [--]. AI AI [----] [----] -------------------------------------------------------------------------------- [--]. [----] [----] [----] [----] [----] [----] 7% 8% (CAGR) [----] -------------------------------------------------------------------------------- [--]. Foundry [---] [----] Foundry [---] + + (SLT) [----] N22Nanosheet AI 58% 62% 2% 4% N2/N1.6 Foundry [---] [--] [----] 73.1% -------------------------------------------------------------------------------- [--]. (More than Moore) [----] * () / 20% / CoWoS * (SLT) / 20% - 25% / * / 3% - 5% / Chiplets AI (SLT) CoWoS [----] [--] 9" [YouTube Link](https://youtube.com/watch?v=ZZ6Y8aTNadc) 2026-01-24T11:12Z [----] followers, [----] engagements "2026 1/22500+2500 [---] # 32% 15% [----] [--] 15% [----] BTA232 -------------------------------------------------------------------------------- 15% 50% 15% MFN 15% 15% 15% [----] -------------------------------------------------------------------------------- [---] [---] Lutnick [---] [---] [---] [---] -------------------------------------------------------------------------------- 2500+2500 2500+2500 [----] -------------------------------------------------------------------------------- 15% [----] [----] 90% 2500+2500 **** -------------------------------------------------------------------------------- " [YouTube Link](https://youtube.com/watch?v=a82TmShHPkQ) 2026-01-16T08:46Z [----] followers, [--] engagements "Google AI: Google Google - OpenA Siri Google #ai AIWarren Buffett AlphabetAI -------------------------------------------------------------------------------- [--]. Berkshire Hathaway202513FAlphabet17854313F Charlie Munger2004IPOGEICO AIAlphabetAI -------------------------------------------------------------------------------- [--]. AI AIAI2.0SiriAI 2026112GeminiSiriApple Intelligence Apple Foundation Models Dan IvesCEOTim CookCEOSundar PichaiAIAI24iOSGeminiAIOpenAIChatGPT -------------------------------------------------------------------------------- [--]. 2026112Alphabet 20222023AItoast202568%2009 " [YouTube Link](https://youtube.com/watch?v=aNdKK_PT7iY) 2026-01-13T14:59Z [----] followers, [---] engagements "(3013) vs ( . ) AI3013 -------------------------------------------------------------------------------- [--]. AI NVIDIAGB300ASIC ""(Sidecar)(Manifold) 2022CSP [--]. AIMeta AIAI MetaMinervaBroadcomASICSidecar 2026MetaGB30070002026Meta ASICORW MetaMicrosoftDellHPETier [--] [--]. AI821030173324 ODM JDM28.87%17.5%70%AICSP (Meta)CSP51%25%Meta [--]. AISWOT (Strengths): MetaASICGB300 Sidecar2025Sidecar AI (Weaknesses): Meta (Opportunities): SidecarAIMetaSidecar400 MetaCSP (Threats): AI [--]. [----] [------------] MetaGB30070002025Sidecar2026 35%2026 AI [--]. [--]. Meta GB300 [--]. Meta" [YouTube Link](https://youtube.com/watch?v=e5M0AnqIqaE) 2025-11-20T16:03Z [---] followers, [--] engagements "MBTI LINEMBTIMBTIENFPINTJINFJ" [YouTube Link](https://youtube.com/watch?v=eZbCqq8qNlc) 2025-10-19T07:37Z [--] followers, [--] engagements "Nvidia 2/2 Alpamayo [----] #ai #nvidia ChatGPT Nvidia CES [----] Alpamayo ChatGPT Nvidia Alpamayo Nvidia Alpamayo Nvidia -------------------------------------------------------------------------------- [--]. Alpamayo Alpamayo long-tail scenariosAlpamayo reasoningChain-of-Causation AI Nvidia Nvidia Alpamayo Tesla FSD Google (Waymo) * Nvidia Alpamayo Android / / * Tesla FSD / / Tesla * Google Waymo Robotaxi / / (Robotaxi) -------------------------------------------------------------------------------- [--]. Nvidia Android Alpamayo Nvidia Android Nvidia GPU/ AI 1) ( SoC/GPU)2) 3) OTA 4) Robotaxi " [YouTube Link](https://youtube.com/watch?v=ebRXSysM5uY) 2026-01-10T15:07Z [----] followers, [---] engagements "AI : [--] AI AI AIAIAIAgentAI -------------------------------------------------------------------------------- [--]. AI AI (Agentic AI) AIAI A. AI (agentic commerce)AI AI (Agentic shopping)App B. 175%AI AIAI2024-2029CAGR 175%AI2022-202790%GreylockSequoiaAndreessen Horowitz -------------------------------------------------------------------------------- [--]. 20262027AppleGoogleMetaAI A. Google B. Apple: 20271000AR/VR Google: Warby Parker2026AI Meta: Ray-Ban2002027Phoenix -------------------------------------------------------------------------------- [--]. (Ambient Intelligence) A. AI 202795% " [YouTube Link](https://youtube.com/watch?v=fAf3xmFRsfQ) 2025-12-22T17:40Z [---] followers, [---] engagements "(2454) 2/2 AI Google CoWoS #ai #asics [--]. AI (**AI) MediaTek AI Google TSMCGoogle [--]. VIP LEVEL [----] VIP LEVEL [----] [----] 9% 9% [----] N2P [--]. CoWoS [----] [--] CoWoS AI AI CoWoS AI Tier-1 Tier-2 IC CoWoS [----] [-----] CoWoS 1.3% 2% [----] Google [--] [--] SoC 3.5D [--]. Google AI Google AI TPU [----] [-----] Broadcom vs. (Broadcom) AI TPU v7p 70% (MediaTek) AI Ironwood TPU v7e v8e I/O SerDes Google [--] Google Google Google 20% 30% Google [--]. [----] AI AI (Mobile) [----] 2nm (N2P) 36% On-deviceAI (Automotive) C-X1 [--] [--] [--] ASIC AI (Cloud AI) Google TPU Meta ASIC [----] ASIC [--] [----] ASIC 10-15% AI AI PC N1X" [YouTube Link](https://youtube.com/watch?v=hKB3iUBRbig) 2026-01-19T14:40Z [----] followers, [----] engagements "2026AI 2/217 EPS ( . ) # #ai ** AI ** [---] AI 2026AIAI3400035000 2026GPUASIC 2026EPS12AI [---] 2026EPS [---] (3013) EPS 105% SidecarMIM [---] (6805) EPS 93.5% AIManifoldUQDGB300 [---] -KY (3661) EPS 92.3% ASICAWSTrainium [-----] AI ASIC [---] (3324) EPS 90.0% Cold PlateCDUGB300Rubin [---] (3443) EPS 50.5% TeslaAI5AIAIAINRE Tape-outAI [---] (3017) EPS 48.0% 55% [---] (6239) EPS 38%48% AIFOPLP2026 [---] (8210) EPS 34%45% AINVIDIA Blackwell2026 [----] [---] (2308) EPS 42.36% AIAI AI [----] (2330) EPS 25%40% AI35CoWoS2026 [----] (2317) EPS 26.0% GB200/GB300 AI [----] (6669) EPS 18.5% " [YouTube Link](https://youtube.com/watch?v=j-eMBNLGHiQ) 2025-12-19T12:01Z [---] followers, [---] engagements "Meta20Manus 2/2:AI AI WhatsApp IG Facebook #ai AI Meta Platforms20AIManus AIMetaMetaAI AIAIMetaAgentic Era -------------------------------------------------------------------------------- [--]. MetaManus AIAIGeneral AI Agent ManusManusset and forget Multi-agent Multi-model AIAnthropicClaudeQwen Manus's Computer ManusMeta Manus AI [--]. MetaAI MetaAIManus AIMeta ManusSaaS8ARR1Meta Meta AI AI MetaAIAI [--]. WhatsAppIG ManusMetaAI WhatsApp Business AI Instagram AIReels Facebook AI MetaAI [--]. AIGoogleOpenAI MetaAI OpenAI OpenAIOperatorManusGAIAOpenAI Deep Research Google GoogleGemini 3.0Project" [YouTube Link](https://youtube.com/watch?v=jOBF8B6EZG4) 2026-01-01T14:53Z [----] followers, [---] engagements "3443 1/2 [----] GPU ASIC #ai GPU ASIC [----] AI (** AI **) [--]. NVIDIA H100 Blackwell LLMTrainingInferenceTCO NVIDIA ASIC GUC 3443TSMC GPU [--]. 34.84% GUC VCA [--] [--] Early Access ASIC HBM4 IP CoWoS SoIC [--]. [----] [----] NRETurnkey [----] [------] 36.3% AI HPC 64% CSP [--]. SWOT ASIC (Strengths) N3P/N2CoWoS-S/R HBM4 IP AI Memory Wall GPU (Weaknesses) [----] Google 50%Turnkey (Opportunities) NVIDIA TCOCSP ASIC2026 ASIC 44.6% GPU 16.1% (Threats) Broadcom Marvell Broadcom Networking [--]. [----] [----] [---]. Google / 3nm TPU v5/v6 CPU / +50% [----] / [--] [---]. Tesla AI5 / AI (FSD) / 5% - 8% [----] / H100 AI [---]. HBM4 / /" [YouTube Link](https://youtube.com/watch?v=qUpG_Uvmpe0) 2026-01-26T15:41Z [----] followers, [---] engagements "MBTI INTJ : INTJ ( . ) #mbti #intj # INTJ INTJ INTJ INTJ -------------------------------------------------------------------------------- * * * Te -------------------------------------------------------------------------------- INTJ -------------------------------------------------------------------------------- INTJ -------------------------------------------------------------------------------- + [--]. [--]. [--]. -------------------------------------------------------------------------------- ✍ 🏃 📓 INTJ" [YouTube Link](https://youtube.com/watch?v=qp2f9Unvs9I) 2025-11-29T15:31Z [---] followers, [---] engagements "Google [--] AI [--] Google Google AI #ai Google shares [--] AI tips from [----] https://blog.google/technology/ai/ai-tips-2025/ Google40AI TechNews https://share.google/UJmyp6LU1be3d5LIs --------------------- AI [--] Google AI AI AI Google AI Google AI AI AI AI -------------------------------------------------------------------------------- [--]. AI AI Google AI AI "" -------------------------------------------------------------------------------- [--]. P Google AI AI -------------------------------------------------------------------------------- [--]. Google AI """ [YouTube Link](https://youtube.com/watch?v=roxoGUM8knQ) 2025-12-30T05:35Z [----] followers, [---] engagements "20261/2: - TSMC ASIC AI #ai [----] [--]. AI AI [----] [----] -------------------------------------------------------------------------------- [--]. [----] [----] [----] [----] [----] [----] 7% 8% (CAGR) [----] -------------------------------------------------------------------------------- [--]. Foundry [---] [----] Foundry [---] + + (SLT) [----] N22Nanosheet AI 58% 62% 2% 4% N2/N1.6 Foundry [---] [--] [----] 73.1% -------------------------------------------------------------------------------- [--]. (More than Moore) [----] * () / 20% / CoWoS * (SLT) / 20% - 25% / * / 3% - 5% / Chiplets AI (SLT) CoWoS [----] [--] 9" [YouTube Link](https://youtube.com/watch?v=syHiefIAfug) 2026-01-24T10:07Z [----] followers, [---] engagements "Nvidia 1/2 Alpamayo [----] #ai #nvidia ChatGPT Nvidia CES [----] Alpamayo ChatGPT Nvidia Alpamayo Nvidia Alpamayo Nvidia -------------------------------------------------------------------------------- [--]. Alpamayo Alpamayo long-tail scenariosAlpamayo reasoningChain-of-Causation AI Nvidia Nvidia Alpamayo Tesla FSD Google (Waymo) * Nvidia Alpamayo Android / / * Tesla FSD / / Tesla * Google Waymo Robotaxi / / (Robotaxi) -------------------------------------------------------------------------------- [--]. Nvidia Android Alpamayo Nvidia Android Nvidia GPU/ AI 1) ( SoC/GPU)2) 3) OTA 4) Robotaxi " [YouTube Link](https://youtube.com/watch?v=tBaO5YUyFy8) 2026-01-10T13:04Z [----] followers, [--] engagements "AI 2/2 : AI OSAT AI NVIDIA H100Blackwell [--] [--] AI AI HBM AI 2.5D 3D Fabric Advanced Packaging 2.5D ( CoWoS-L) AI Organic Interposer LSI CoWoS-LCoWoS-S NVIDIA Blackwell AMD CPUVenice 3D ( SoIC)AMD Venice N2 CoWoS-L SoIC (FOPLP) 600x600mm 700x700mm [--] 2024-2026 ICPMIC/RF 2027-2028 AI GPU AI [--]. (Interposer) CoWoS-L RDL [--]. ASIC AI GPU ASIC-KY (Alchip) (MediaTek) [----] CoWoS -KY AWS Trainium [--] [----] [--] [--] [----] [--] [--]. HBM AI HBM 2nm SoC [--] HBM [-----] CoWoS [----] [---] [----] [----] [--] (TSMC): CoWoS-L SoIC Apple NVIDIA OSAT (Technology Definer) (Scaling Engine) WoS (Wafer on Substrate) CoW " [YouTube Link](https://youtube.com/watch?v=trWjQUtUKiI) 2026-01-17T15:40Z [----] followers, [---] engagements ": AI-2026 [--] (2026 https://youtu.be/7ThnimzTW7csi=8-ZkAJxf1jt6mTqC) NVIDIA -------------------------------------------------------------------------------- ** takeaway 1** Character NVIDIA 100% -------------------------------------------------------------------------------- ** takeaway 2** CEO Colette Kress22 NVIDIA -------------------------------------------------------------------------------- ** takeaway 3** NVIDIA [--] -------------------------------------------------------------------------------- ** takeaway 4** CEOunwilling CEO GTC Keynote scares the living daylights out of me CEO" [YouTube Link](https://youtube.com/watch?v=w0Kj3HH9TUU) 2026-01-21T14:56Z [----] followers, [--] engagements "(6239) FOPLP AI ( . ) **** **AI ** **FOPLP AI ** FOPLP AI FOPLP ------ * ** + /** [----] FOPLP AI ## [----] ### [--]. [----] AIHPC * **** [-----] [----] [--] 20.22% [----] * **** ** IC 44%**DRAM 24%NAND Flash 22%SiP 10% IC * **** DRAM NAND Flash SSD * **** **FCBGA ** * **FOPLP ** FOPLP**** ### [--]. [----] [---] **FOPLP [--] ** [---] FOPLP Tera Probe Tera Power [---] HPCAI ADAS ## AI FOPLP ### [--]. NAND FlashDRAM SSD * **** (Micron) (Kioxia) (SK Hynix) (Kingston) (Intel) ### [--]. * **HBM ** [----] ** HBM2 ** DRAM HBM [----] [----] * **AI ** AI FOPLP [----] * **** **NVIDIA** ** AI ** * **** Tera Probe 2.5D/3D IC ## FOPLP ### 1." [YouTube Link](https://youtube.com/watch?v=w8C7r4D-RxA) 2025-11-11T11:06Z [---] followers, [--] engagements "AI Nvidia AI 2/2 [--] AI [----] WEF #ai NVIDIA AI [--] AINVIDIA AI AI AI -------------------------------------------------------------------------------- AI AI AI AI **TSMCFoxconnWistronQuantaMicronSK SK HynixSamsung** AI -------------------------------------------------------------------------------- AI AI (purpose of the job) (task of the job) AI AI -------------------------------------------------------------------------------- AI AI AI AI AI AI AI **** AI (national intelligence) -------------------------------------------------------------------------------- AI AI AI AI (Physical AI) AI " [YouTube Link](https://youtube.com/watch?v=wZubBy84DWc) 2026-01-22T09:45Z [----] followers, [---] engagements "CES 2/2 CHATGPT Alpamayo / GR00T / AI Vera Rubin #ces #ai NVIDIA CES AI NVIDIA Jensen Huang CES [----] CES AI AI AI -------------------------------------------------------------------------------- [--]. [--] [--] reset programmingtraining AI -------------------------------------------------------------------------------- [--]. AIChatGPT AIPhysical AI AI AI AI (Training Computer) AI (Simulation Computer) AI NVIDIA Omniverse Cosmos (Inference Computer) Jetson Thor ChatGPT -------------------------------------------------------------------------------- [--]. AIAlpamayo Alpamayo reasoninglong tail" [YouTube Link](https://youtube.com/watch?v=xLb3KnozklA) 2026-01-06T09:57Z [----] followers, [----] engagements "1/2 "" ( QT ) AI #ai [----] [--] [--] Kevin WarshFed Central Casting -------------------------------------------------------------------------------- Morgan StanleyM&A [----] [--] [----] G20 Market Plumbing -------------------------------------------------------------------------------- Institutional Orthodoxy 5% 9.1% [----] [-------] 13% 26.7% 10x Research -------------------------------------------------------------------------------- -QT 1% QEGrand Bargain [--]. Scott BessentMBS [--]. - [----] [----] Accord [--]. QT Main StreetWall Street" [YouTube Link](https://youtube.com/watch?v=84sKJcdH90c) 2026-01-31T01:11Z [----] followers, [---] engagements "(): 2/2 / Kevin Warsh [----] [--] [--] Kevin WarshFedData DependentRegime Change Paradigm Shift-Warsh-Bessent [----] AI [----] [----] 3.0% - 3.5% - (New Accord) [---] MBSReserve Scarcity ------------------------------------------------- (Quality Growth) AI P/E AI EPS Bear Steepening [--] Term Premium [--] 4.25% - 4.5% 9.1% [-------] 26.7% (BTC) 10x Research MBS MBS [--] [--]. [--]. Short Duration 3" [YouTube Link](https://youtube.com/watch?v=9UCmRhC7mdg) 2026-02-01T11:09Z [----] followers, [---] engagements "AI ASIC : () -KY ( . ) #ai # AI ASIC ASIC AICSPAmazonGoogleMicrosoftGPUAIASICIC-KYAI -------------------------------------------------------------------------------- [--]. -KY (Alchip) AI ASIC Integrated Logistic Support ILSNRERTL to GDSII orchestrating (Strengths): HPCAI ASIC796%2 CSPAmazon AWSCoWoS (Weaknesses): 81%60% (Opportunities): AIAWSAITrainium 3Trainium [---] IC2026 (Threats): ASICMarvellBroadcomNVIDIA NVIDIAIntel AI -------------------------------------------------------------------------------- [--]. (GUC) ASIC (Strengths): AIMLHBMIPMicrosoft MaiaAI (Weaknesses): TurnkeyCoWoS " [YouTube Link](https://youtube.com/watch?v=CTLiaBkYhn0) 2025-11-28T14:56Z [----] followers, [----] engagements "(): 1/2 / Kevin Warsh [----] [--] [--] Kevin WarshFedData DependentRegime Change Paradigm Shift-Warsh-Bessent [----] AI [----] [----] 3.0% - 3.5% - (New Accord) [---] MBSReserve Scarcity ------------------------------------------------- (Quality Growth) AI P/E AI EPS Bear Steepening [--] Term Premium [--] 4.25% - 4.5% 9.1% [-------] 26.7% (BTC) 10x Research MBS MBS [--] [--]. [--]. Short Duration 3" [YouTube Link](https://youtube.com/watch?v=GpDSagIkx9Q) 2026-02-01T09:52Z [----] followers, [--] engagements "2026 1/2AI AI [--]. AI [----] Marc AndreessenSoftware is Eating the World SaaS2026 Paradigm shift of valuation logicKodak moment Google [----] AI Agentic AI AI SaaS [--]. [----] [--] [--] [--] Software-mageddon [--] [----] SaaS Seat-based pricing SaaS Seats Claude Opus [---] Cowork Forward P/E [----] 35x-39x 20x-21x GUI GUI AI API HeadlessNo GUIBypassed Service-as-Software AI Vibe Coding Google 25% 35% AI SaaS AI [----] [----] [----] AI AI [--]. Salesforce (CRM) Adobe (ADBE) SaaS 7% AI Thomson Reuters (TRI) Intuit (INTU) Anthropic Claude Cowork Thomson Reuters 16% AI IT Wipro Infosys AI (MSFT) Azure OpenAI ServiceNow" [YouTube Link](https://youtube.com/watch?v=HAy0grJIgXQ) 2026-02-11T15:26Z [----] followers, [--] engagements "AI 1/2 [--] CoWoS EMIB FOPLP CPO #ai AI [--] [--] [----] AI PPAC AI Quote AI chokepoint chokepoint TechInsights [----] IC Heterogeneous IntegrationSoCGPU/CPUHBM4Chiplets 2.5D 3D SoC SiPMemory Wall LLM AI [----] Structurally Oversubscribed [----] CoWoS [---] NVIDIA TSMC 60% Quote [----] CoWoS [----] Rubin Morgan Stanley [----] AI [--]. CoWoS () AI Silicon Interposer 2.5D Reticle Limit CoWoS-L 2026-2027 [--] [--] SWOT HBM4 BOM 50-70% ASMPT BESI [--]. CoPoS () FOPLP GPU CoPoSChip on Panel on Substrate NVIDIA AMD 600x600mm [--] 87% CoWoS 20-30% Powertech 90% [----] 95% [--]. CPO () [----] CPO AI TSMC COUPE CoWoS [--]. EMIB" [YouTube Link](https://youtube.com/watch?v=QNUDUXmgzzQ) 2026-01-30T15:51Z [----] followers, [---] engagements "2026 2/2AI AI [--]. AI [----] Marc AndreessenSoftware is Eating the World SaaS2026 Paradigm shift of valuation logicKodak moment Google [----] AI Agentic AI AI SaaS [--]. [----] [--] [--] [--] Software-mageddon [--] [----] SaaS Seat-based pricing SaaS Seats Claude Opus [---] Cowork Forward P/E [----] 35x-39x 20x-21x GUI GUI AI API HeadlessNo GUIBypassed Service-as-Software AI Vibe Coding Google 25% 35% AI SaaS AI [----] [----] [----] AI AI [--]. Salesforce (CRM) Adobe (ADBE) SaaS 7% AI Thomson Reuters (TRI) Intuit (INTU) Anthropic Claude Cowork Thomson Reuters 16% AI IT Wipro Infosys AI (MSFT) Azure OpenAI ServiceNow" [YouTube Link](https://youtube.com/watch?v=R2WL5BJuGBY) 2026-02-11T15:39Z [----] followers, [---] engagements "AI #ai -KY (3661) AI/HPC ASIC 3/2 CoWoS AWS Trainium 3/4 [----] EPS 25.7% NVIDIA Intel/OpenAI" [YouTube Link](https://youtube.com/watch?v=SGOHMYSB0vg) 2025-09-29T11:31Z [----] followers, [---] engagements "Meta [----] 1/2: AI [----] MTIA ASIC TSMC #ai [--]. [----] (Silicon Shock) (AI) Meta Mark Zuckerberg [----] (Personal Superintelligence) Meta [--]. [----] Meta (MSL) Meta [----] (CapEx) [----] [----] [---] GDP Meta Meta (MSL) AI Alexandr Wang Meta MetaCompute [----] [---] GW Oklo TerraPowerMeta (AALC) (DLC) 20kW 120kW AI Meta (Corning) [--] AI Mark Zuckerberg Meta [--]. Manus AI [----] Meta [--] [--] AI Manus AI Meta AI AI (AI Agent) Manus Manus Meta (COO) Javier Olivan Manus AI Manus [--] [----] (ARR) [---] Token(Execution Layer) Manus ComputerAI WhatsApp Meta Manus [--]. [----] Avocado Mango Meta [----] Avocado () Mango ()" [YouTube Link](https://youtube.com/watch?v=Vfwx11rI9cQ) 2026-01-30T05:36Z [----] followers, [---] engagements "AI ASIC : Nvidia(Google AWS Meta Microsoft)- KY M31 AINvidia GPU CUDA AI Nvidia Cloud Service Providers CSPs GoogleAWSMeta AI ASIC AI AI -------------------------------------------------------------------------------- [--]. CSP AI ASIC Nvidia AI ASIC CNBC Bebooja AI ASIC Google TPU ★★★★★ [------] ASIC AWS Trainium / Inferentia ★★★★☆ [------] ASIC Meta MTIA ★★★☆☆ [------] ASIC Nvidia Microsoft Maia ★★☆☆☆ [----] OpenAI ASIC Google AWS Meta AI Microsoft OpenAI [--]. AI ASIC GPU ASIC 7% AI ASIC AI ASIC GPU TrendForce AI ASIC 44.6% GPU 16.1% [--]. (Massive Inference Cost Pressure): AI Inference ASIC GPU" [YouTube Link](https://youtube.com/watch?v=XnjvbAPATvs) 2025-12-03T08:22Z [----] followers, [---] engagements "AI 2/2 [--] CoWoS EMIB FOPLP CPO #ai AI [--] [--] [----] AI PPAC AI Quote AI chokepoint chokepoint TechInsights [----] IC Heterogeneous IntegrationSoCGPU/CPUHBM4Chiplets 2.5D 3D SoC SiPMemory Wall LLM AI [----] Structurally Oversubscribed [----] CoWoS [---] NVIDIA TSMC 60% Quote [----] CoWoS [----] Rubin Morgan Stanley [----] AI [--]. CoWoS () AI Silicon Interposer 2.5D Reticle Limit CoWoS-L 2026-2027 [--] [--] SWOT HBM4 BOM 50-70% ASMPT BESI [--]. CoPoS () FOPLP GPU CoPoSChip on Panel on Substrate NVIDIA AMD 600x600mm [--] 87% CoWoS 20-30% Powertech 90% [----] 95% [--]. CPO () [----] CPO AI TSMC COUPE CoWoS [--]. EMIB" [YouTube Link](https://youtube.com/watch?v=c9qqBEfJAkk) 2026-01-30T16:23Z [----] followers, [----] engagements "200GroqICAI 2025AINVIDIA200AIInferenceGroqquasi-acquisitionJonathan Rossacquihire AIAIAITrainingAIInferenceAIIC [--]. 200Groq GroqAIJonathan RossSunny Madra GroqIntuitionLabsEE TimesGroqGroq IntuitionLabs200Groq692.9GroqAIGPU [--]. LPUGPUGroq AITrainingAIGPUInferenceGroqLPU GroqLPUGPUGPU GroqLPUSRAMGPUHBM10LPUGPUAIAI Agentstokens GroqNVIDIA AI FactoryAI [--]. NVLink Fusion AICSPsGoogleAmazonASIC TrendForce2026CSPsASIC44.6%GPU16.1%NVIDIA NVLink FusionASIC NVLinkCPUASICGPUAI [--]. ICNVLink ICNVLink FusionMediaTekAlchipGlobal Unichip GUC AI ASICI/OAI ASICNVLink FusionASIC TSIAIC202416.8%NVLink Fusion 5." [YouTube Link](https://youtube.com/watch?v=k39I30Gr9dc) 2025-12-27T16:32Z [----] followers, [----] engagements "Meta [----] 2/2: AI [----] MTIA ASIC TSMC #ai [--]. (**AI /😅**) [----] (Silicon Shock) (AI) Meta Mark Zuckerberg [----] (Personal Superintelligence) Meta [--]. [----] Meta (MSL) Meta [----] (CapEx) [----] [----] [---] GDP Meta Meta (MSL) AI Alexandr Wang Meta MetaCompute [----] [---] GW Oklo TerraPowerMeta (AALC) (DLC) 20kW 120kW AI Meta (Corning) [--] AI Mark Zuckerberg Meta [--]. Manus AI [----] Meta [--] [--] AI Manus AI Meta AI AI (AI Agent) Manus Manus Meta (COO) Javier Olivan Manus AI Manus [--] [----] (ARR) [---] Token(Execution Layer) Manus ComputerAI WhatsApp Meta Manus [--]. [----] Avocado Mango Meta [----] Avocado ()" [YouTube Link](https://youtube.com/watch?v=maTAMajv9gA) 2026-01-30T07:47Z [----] followers, [---] engagements "2/2 "" ( ) AI #ai [----] [--] [--] Kevin WarshFed Central Casting -------------------------------------------------------------------------------- Morgan StanleyM&A [----] [--] [----] G20 Market Plumbing -------------------------------------------------------------------------------- Institutional Orthodoxy 5% 9.1% [----] [-------] 13% 26.7% 10x Research -------------------------------------------------------------------------------- -QT 1% QEGrand Bargain [--]. Scott BessentMBS [--]. - [----] [----] Accord [--]. QT Main StreetWall Street" [YouTube Link](https://youtube.com/watch?v=ukiBwrSN_kc) 2026-01-31T06:02Z [----] followers, [---] engagements "3443 AI SWOT ( . ) @ai GUC [----] -- ## 3443.TW ### [----] ASIC [----] #### [--]. * **** [----] [--] [------] 24.2%H1 [----] [-----] 5.8% 32.5% * **** ** 64%** 15% * **** IC **System House** [----] 69% #### [--]. ****TSMC**** [--] /5 * **** [--------] **** * **** **** * **** CSP AI **** ### AI * **** [----] [--] [--] ** 59%** * **CSP** CSP AI * **CSP ** ** (Microsoft)Meta Platforms (Meta) (Amazon)** * CSP IP * CSP 25% CSP ** 30%** * **** ADASAIHPC ### ASIC #### [--]. * ** (Alchip Technologies)** AI ASIC * ** (Faraday Technology)** SoC IP * ** (Silicon Motion)** * **** (3228) (3529) IP/ #### [--]. ******** ASIC * **** GUC IP SoC *" [YouTube Link](https://youtube.com/watch?v=yu_s_iw_SWI) 2025-11-07T09:43Z [----] followers, [---] engagements "AI 2/2 CEO CEO (KSF) AI #ai [--]. AI IBM AI [--] AIAI AI (Agentic AI) [--]. AI AI Capgemini IBM AI AI Copilot AI (Autonomy) (Action)Capgemini [----] [----] AI API CRMERP API (Model Context Protocol MCP) [--]. AI (Enterprise Workflow) Salesforce (Agentforce)ServiceNow (Now Assist) SAP IT (Coding & Engineering) Anysphere (Cursor) [---] (ARR) [--] Replit [----] [--] Devin (Cognition AI) AI (Customer Service) Salesforce Sierra [---] [--] (7 ) [--] ARR (Vertical AI) Harvey AI ( [--] ) Hippocratic AI HIPAA [--]. CEO McKinsey IBM (Agentic Organization) McKinsey [--] [--] [--] [---] (Agent Factory) (Above the loop) AI McKinsey" [YouTube Link](https://youtube.com/watch?v=9aRLQE_xaDA) 2026-02-15T09:49Z [----] followers, [--] engagements "AI 1/2 CEO CEO (KSF) AI #ai [--]. AI IBM AI [--] AIAI AI (Agentic AI) [--]. AI AI Capgemini IBM AI AI Copilot AI (Autonomy) (Action)Capgemini [----] [----] AI API CRMERP API (Model Context Protocol MCP) [--]. AI (Enterprise Workflow) Salesforce (Agentforce)ServiceNow (Now Assist) SAP IT (Coding & Engineering) Anysphere (Cursor) [---] (ARR) [--] Replit [----] [--] Devin (Cognition AI) AI (Customer Service) Salesforce Sierra [---] [--] (7 ) [--] ARR (Vertical AI) Harvey AI ( [--] ) Hippocratic AI HIPAA [--]. CEO McKinsey IBM (Agentic Organization) McKinsey [--] [--] [--] [---] (Agent Factory) (Above the loop) AI McKinsey" [YouTube Link](https://youtube.com/watch?v=hDR4TcaWYuI) 2026-02-15T08:35Z [----] followers, [--] engagements "2026 AI 2/2 AI: Copilot Claude (Anthropic) Cowork #ai [--]. Claude AI Claude COWORK AI AI Agentic AI AI AI Agentic ROI -------------------------------------------------------------------------------- [--]. Microsoft Copilot (AI vs. Claude COWORK AI AssistantsAgents Microsoft CopilotAI Copilot Prompts Office [---] Claude AICOWORK Autonomous AgentsReasoning AI Devin Guardrails AI -------------------------------------------------------------------------------- [--]. Capgemini [----] AI Fei-Fei Li I. [---] [----] AI 80% [---] AI [----] AI [----] 93% [--] AI II. 43% 27% AI AI III. IT [--] IT AI AI Level [--] Level" [YouTube Link](https://youtube.com/watch?v=CPSTewDUbyE) 2026-02-14T14:34Z [----] followers, [--] engagements "2026 AI 1/2 AI: Copilot Claude (Anthropic) Cowork #ai [--]. Claude AI Claude COWORK AI AI Agentic AI AI AI Agentic ROI -------------------------------------------------------------------------------- [--]. Microsoft Copilot (AI vs. Claude COWORK AI AssistantsAgents Microsoft CopilotAI Copilot Prompts Office [---] Claude AICOWORK Autonomous AgentsReasoning AI Devin Guardrails AI -------------------------------------------------------------------------------- [--]. Capgemini [----] AI Fei-Fei Li I. [---] [----] AI 80% [---] AI [----] AI [----] 93% [--] AI II. 43% 27% AI AI III. IT [--] IT AI AI Level [--] Level" [YouTube Link](https://youtube.com/watch?v=BWKF3F5Hxr8) 2026-02-14T14:10Z [----] followers, [--] engagements "2026 2/2AI AI [--]. AI [----] Marc AndreessenSoftware is Eating the World SaaS2026 Paradigm shift of valuation logicKodak moment Google [----] AI Agentic AI AI SaaS [--]. [----] [--] [--] [--] Software-mageddon [--] [----] SaaS Seat-based pricing SaaS Seats Claude Opus [---] Cowork Forward P/E [----] 35x-39x 20x-21x GUI GUI AI API HeadlessNo GUIBypassed Service-as-Software AI Vibe Coding Google 25% 35% AI SaaS AI [----] [----] [----] AI AI [--]. Salesforce (CRM) Adobe (ADBE) SaaS 7% AI Thomson Reuters (TRI) Intuit (INTU) Anthropic Claude Cowork Thomson Reuters 16% AI IT Wipro Infosys AI (MSFT) Azure OpenAI ServiceNow" [YouTube Link](https://youtube.com/watch?v=R2WL5BJuGBY) 2026-02-11T15:39Z [----] followers, [---] engagements "2026 1/2AI AI [--]. AI [----] Marc AndreessenSoftware is Eating the World SaaS2026 Paradigm shift of valuation logicKodak moment Google [----] AI Agentic AI AI SaaS [--]. [----] [--] [--] [--] Software-mageddon [--] [----] SaaS Seat-based pricing SaaS Seats Claude Opus [---] Cowork Forward P/E [----] 35x-39x 20x-21x GUI GUI AI API HeadlessNo GUIBypassed Service-as-Software AI Vibe Coding Google 25% 35% AI SaaS AI [----] [----] [----] AI AI [--]. Salesforce (CRM) Adobe (ADBE) SaaS 7% AI Thomson Reuters (TRI) Intuit (INTU) Anthropic Claude Cowork Thomson Reuters 16% AI IT Wipro Infosys AI (MSFT) Azure OpenAI ServiceNow" [YouTube Link](https://youtube.com/watch?v=HAy0grJIgXQ) 2026-02-11T15:26Z [----] followers, [--] engagements "(): 2/2 / Kevin Warsh [----] [--] [--] Kevin WarshFedData DependentRegime Change Paradigm Shift-Warsh-Bessent [----] AI [----] [----] 3.0% - 3.5% - (New Accord) [---] MBSReserve Scarcity ------------------------------------------------- (Quality Growth) AI P/E AI EPS Bear Steepening [--] Term Premium [--] 4.25% - 4.5% 9.1% [-------] 26.7% (BTC) 10x Research MBS MBS [--] [--]. [--]. Short Duration 3" [YouTube Link](https://youtube.com/watch?v=9UCmRhC7mdg) 2026-02-01T11:09Z [----] followers, [---] engagements "(): 1/2 / Kevin Warsh [----] [--] [--] Kevin WarshFedData DependentRegime Change Paradigm Shift-Warsh-Bessent [----] AI [----] [----] 3.0% - 3.5% - (New Accord) [---] MBSReserve Scarcity ------------------------------------------------- (Quality Growth) AI P/E AI EPS Bear Steepening [--] Term Premium [--] 4.25% - 4.5% 9.1% [-------] 26.7% (BTC) 10x Research MBS MBS [--] [--]. [--]. Short Duration 3" [YouTube Link](https://youtube.com/watch?v=GpDSagIkx9Q) 2026-02-01T09:52Z [----] followers, [--] engagements "2/2 "" ( ) AI #ai [----] [--] [--] Kevin WarshFed Central Casting -------------------------------------------------------------------------------- Morgan StanleyM&A [----] [--] [----] G20 Market Plumbing -------------------------------------------------------------------------------- Institutional Orthodoxy 5% 9.1% [----] [-------] 13% 26.7% 10x Research -------------------------------------------------------------------------------- -QT 1% QEGrand Bargain [--]. Scott BessentMBS [--]. - [----] [----] Accord [--]. QT Main StreetWall Street" [YouTube Link](https://youtube.com/watch?v=ukiBwrSN_kc) 2026-01-31T06:02Z [----] followers, [---] engagements "1/2 "" ( QT ) AI #ai [----] [--] [--] Kevin WarshFed Central Casting -------------------------------------------------------------------------------- Morgan StanleyM&A [----] [--] [----] G20 Market Plumbing -------------------------------------------------------------------------------- Institutional Orthodoxy 5% 9.1% [----] [-------] 13% 26.7% 10x Research -------------------------------------------------------------------------------- -QT 1% QEGrand Bargain [--]. Scott BessentMBS [--]. - [----] [----] Accord [--]. QT Main StreetWall Street" [YouTube Link](https://youtube.com/watch?v=84sKJcdH90c) 2026-01-31T01:11Z [----] followers, [---] engagements "AI 2/2 [--] CoWoS EMIB FOPLP CPO #ai AI [--] [--] [----] AI PPAC AI Quote AI chokepoint chokepoint TechInsights [----] IC Heterogeneous IntegrationSoCGPU/CPUHBM4Chiplets 2.5D 3D SoC SiPMemory Wall LLM AI [----] Structurally Oversubscribed [----] CoWoS [---] NVIDIA TSMC 60% Quote [----] CoWoS [----] Rubin Morgan Stanley [----] AI [--]. CoWoS () AI Silicon Interposer 2.5D Reticle Limit CoWoS-L 2026-2027 [--] [--] SWOT HBM4 BOM 50-70% ASMPT BESI [--]. CoPoS () FOPLP GPU CoPoSChip on Panel on Substrate NVIDIA AMD 600x600mm [--] 87% CoWoS 20-30% Powertech 90% [----] 95% [--]. CPO () [----] CPO AI TSMC COUPE CoWoS [--]. EMIB" [YouTube Link](https://youtube.com/watch?v=c9qqBEfJAkk) 2026-01-30T16:23Z [----] followers, [----] engagements "AI 1/2 [--] CoWoS EMIB FOPLP CPO #ai AI [--] [--] [----] AI PPAC AI Quote AI chokepoint chokepoint TechInsights [----] IC Heterogeneous IntegrationSoCGPU/CPUHBM4Chiplets 2.5D 3D SoC SiPMemory Wall LLM AI [----] Structurally Oversubscribed [----] CoWoS [---] NVIDIA TSMC 60% Quote [----] CoWoS [----] Rubin Morgan Stanley [----] AI [--]. CoWoS () AI Silicon Interposer 2.5D Reticle Limit CoWoS-L 2026-2027 [--] [--] SWOT HBM4 BOM 50-70% ASMPT BESI [--]. CoPoS () FOPLP GPU CoPoSChip on Panel on Substrate NVIDIA AMD 600x600mm [--] 87% CoWoS 20-30% Powertech 90% [----] 95% [--]. CPO () [----] CPO AI TSMC COUPE CoWoS [--]. EMIB" [YouTube Link](https://youtube.com/watch?v=QNUDUXmgzzQ) 2026-01-30T15:51Z [----] followers, [---] engagements "Meta [----] 2/2: AI [----] MTIA ASIC TSMC #ai [--]. (**AI /😅**) [----] (Silicon Shock) (AI) Meta Mark Zuckerberg [----] (Personal Superintelligence) Meta [--]. [----] Meta (MSL) Meta [----] (CapEx) [----] [----] [---] GDP Meta Meta (MSL) AI Alexandr Wang Meta MetaCompute [----] [---] GW Oklo TerraPowerMeta (AALC) (DLC) 20kW 120kW AI Meta (Corning) [--] AI Mark Zuckerberg Meta [--]. Manus AI [----] Meta [--] [--] AI Manus AI Meta AI AI (AI Agent) Manus Manus Meta (COO) Javier Olivan Manus AI Manus [--] [----] (ARR) [---] Token(Execution Layer) Manus ComputerAI WhatsApp Meta Manus [--]. [----] Avocado Mango Meta [----] Avocado ()" [YouTube Link](https://youtube.com/watch?v=maTAMajv9gA) 2026-01-30T07:47Z [----] followers, [---] engagements "Meta [----] 1/2: AI [----] MTIA ASIC TSMC #ai [--]. [----] (Silicon Shock) (AI) Meta Mark Zuckerberg [----] (Personal Superintelligence) Meta [--]. [----] Meta (MSL) Meta [----] (CapEx) [----] [----] [---] GDP Meta Meta (MSL) AI Alexandr Wang Meta MetaCompute [----] [---] GW Oklo TerraPowerMeta (AALC) (DLC) 20kW 120kW AI Meta (Corning) [--] AI Mark Zuckerberg Meta [--]. Manus AI [----] Meta [--] [--] AI Manus AI Meta AI AI (AI Agent) Manus Manus Meta (COO) Javier Olivan Manus AI Manus [--] [----] (ARR) [---] Token(Execution Layer) Manus ComputerAI WhatsApp Meta Manus [--]. [----] Avocado Mango Meta [----] Avocado () Mango ()" [YouTube Link](https://youtube.com/watch?v=Vfwx11rI9cQ) 2026-01-30T05:36Z [----] followers, [---] engagements "3443 2/2 [----] GPU ASIC #ai GPU ASIC [----] AI (** AI **) [--]. NVIDIA H100 Blackwell LLMTrainingInferenceTCO NVIDIA ASIC GUC 3443TSMC GPU [--]. 34.84% GUC VCA [--] [--] Early Access ASIC HBM4 IP CoWoS SoIC [--]. [----] [----] NRETurnkey [----] [------] 36.3% AI HPC 64% CSP [--]. SWOT ASIC (Strengths) N3P/N2CoWoS-S/R HBM4 IP AI Memory Wall GPU (Weaknesses) [----] Google 50%Turnkey (Opportunities) NVIDIA TCOCSP ASIC2026 ASIC 44.6% GPU 16.1% (Threats) Broadcom Marvell Broadcom Networking [--]. [----] [----] [---]. Google / 3nm TPU v5/v6 CPU / +50% [----] / [--] [---]. Tesla AI5 / AI (FSD) / 5% - 8% [----] / H100 AI [---]. HBM4 / /" [YouTube Link](https://youtube.com/watch?v=P0vdwXDvS6I) 2026-01-27T08:18Z [----] followers, [---] engagements "3443 1/2 [----] GPU ASIC #ai GPU ASIC [----] AI (** AI **) [--]. NVIDIA H100 Blackwell LLMTrainingInferenceTCO NVIDIA ASIC GUC 3443TSMC GPU [--]. 34.84% GUC VCA [--] [--] Early Access ASIC HBM4 IP CoWoS SoIC [--]. [----] [----] NRETurnkey [----] [------] 36.3% AI HPC 64% CSP [--]. SWOT ASIC (Strengths) N3P/N2CoWoS-S/R HBM4 IP AI Memory Wall GPU (Weaknesses) [----] Google 50%Turnkey (Opportunities) NVIDIA TCOCSP ASIC2026 ASIC 44.6% GPU 16.1% (Threats) Broadcom Marvell Broadcom Networking [--]. [----] [----] [---]. Google / 3nm TPU v5/v6 CPU / +50% [----] / [--] [---]. Tesla AI5 / AI (FSD) / 5% - 8% [----] / H100 AI [---]. HBM4 / /" [YouTube Link](https://youtube.com/watch?v=qUpG_Uvmpe0) 2026-01-26T15:41Z [----] followers, [---] engagements "20262/2: - TSMC ASIC AI #ai [----] [--]. AI AI [----] [----] -------------------------------------------------------------------------------- [--]. [----] [----] [----] [----] [----] [----] 7% 8% (CAGR) [----] -------------------------------------------------------------------------------- [--]. Foundry [---] [----] Foundry [---] + + (SLT) [----] N22Nanosheet AI 58% 62% 2% 4% N2/N1.6 Foundry [---] [--] [----] 73.1% -------------------------------------------------------------------------------- [--]. (More than Moore) [----] * () / 20% / CoWoS * (SLT) / 20% - 25% / * / 3% - 5% / Chiplets AI (SLT) CoWoS [----] [--] 9" [YouTube Link](https://youtube.com/watch?v=ZZ6Y8aTNadc) 2026-01-24T11:12Z [----] followers, [----] engagements "20261/2: - TSMC ASIC AI #ai [----] [--]. AI AI [----] [----] -------------------------------------------------------------------------------- [--]. [----] [----] [----] [----] [----] [----] 7% 8% (CAGR) [----] -------------------------------------------------------------------------------- [--]. Foundry [---] [----] Foundry [---] + + (SLT) [----] N22Nanosheet AI 58% 62% 2% 4% N2/N1.6 Foundry [---] [--] [----] 73.1% -------------------------------------------------------------------------------- [--]. (More than Moore) [----] * () / 20% / CoWoS * (SLT) / 20% - 25% / * / 3% - 5% / Chiplets AI (SLT) CoWoS [----] [--] 9" [YouTube Link](https://youtube.com/watch?v=syHiefIAfug) 2026-01-24T10:07Z [----] followers, [---] engagements "AI Nvidia AI 2/2 [--] AI [----] WEF #ai NVIDIA AI [--] AINVIDIA AI AI AI -------------------------------------------------------------------------------- AI AI AI AI **TSMCFoxconnWistronQuantaMicronSK SK HynixSamsung** AI -------------------------------------------------------------------------------- AI AI (purpose of the job) (task of the job) AI AI -------------------------------------------------------------------------------- AI AI AI AI AI AI AI **** AI (national intelligence) -------------------------------------------------------------------------------- AI AI AI AI (Physical AI) AI " [YouTube Link](https://youtube.com/watch?v=wZubBy84DWc) 2026-01-22T09:45Z [----] followers, [---] engagements "AI Nvidia AI 1/2 [--] AI [----] WEF #ai NVIDIA AI [--] AINVIDIA AI AI AI -------------------------------------------------------------------------------- AI AI AI AI **TSMCFoxconnWistronQuantaMicronSK SK HynixSamsung** AI -------------------------------------------------------------------------------- AI AI (purpose of the job) (task of the job) AI AI -------------------------------------------------------------------------------- AI AI AI AI AI AI AI **** AI (national intelligence) -------------------------------------------------------------------------------- AI AI AI AI (Physical AI) AI " [YouTube Link](https://youtube.com/watch?v=HljNpAa9VeA) 2026-01-22T09:39Z [----] followers, [--] engagements ": AI-2026 [--] (2026 https://youtu.be/7ThnimzTW7csi=8-ZkAJxf1jt6mTqC) NVIDIA -------------------------------------------------------------------------------- ** takeaway 1** Character NVIDIA 100% -------------------------------------------------------------------------------- ** takeaway 2** CEO Colette Kress22 NVIDIA -------------------------------------------------------------------------------- ** takeaway 3** NVIDIA [--] -------------------------------------------------------------------------------- ** takeaway 4** CEOunwilling CEO GTC Keynote scares the living daylights out of me CEO" [YouTube Link](https://youtube.com/watch?v=w0Kj3HH9TUU) 2026-01-21T14:56Z [----] followers, [--] engagements "SpaceX 2/2 (LEO) #ai #spacex SpaceX (Starlink) (**AI) ### 🚀 [----] SpaceX IPO LEO #### SpaceX [----] IPO SpaceX [----] Starlink IPO * **** **1.5 ** **300 ** * **** IPO **StarshipV3** AI * **** **Re-rating** #### LEO [----] **** [--]. **** Starlink [----] [----] LEO [--] [--]. **NTN** 5G/6G **NTN** [--]. **** AI **** [--]. **** Starship V3 [----] **100-200 ** #### [----] * **** [----] **148 ** **24.5%** * ** (CAGR)** [----] CAGR **15% 30%** * **D2D** [----] [---] [----] ** [--] ** #### SpaceXAmazon Kuiper **** **/** ** (3491)** **40-50% **Starlink Amazon ** HDI ** ** (2313)** SpaceX **** ** (6285)** (User Terminal) Amazon" [YouTube Link](https://youtube.com/watch?v=59UrY5iO5Xc) 2026-01-20T15:16Z [----] followers, [---] engagements "SpaceX 1/2 (LEO) #ai #spacex SpaceX (Starlink) (**AI) ### 🚀 [----] SpaceX IPO LEO #### SpaceX [----] IPO SpaceX [----] Starlink IPO * **** **1.5 ** **300 ** * **** IPO **StarshipV3** AI * **** **Re-rating** #### LEO [----] **** [--]. **** Starlink [----] [----] LEO [--] [--]. **NTN** 5G/6G **NTN** [--]. **** AI **** [--]. **** Starship V3 [----] **100-200 ** #### [----] * **** [----] **148 ** **24.5%** * ** (CAGR)** [----] CAGR **15% 30%** * **D2D** [----] [---] [----] ** [--] ** #### SpaceXAmazon Kuiper **** **/** ** (3491)** **40-50% **Starlink Amazon ** HDI ** ** (2313)** SpaceX **** ** (6285)** (User Terminal) Amazon" [YouTube Link](https://youtube.com/watch?v=HSuJVsUS0xQ) 2026-01-20T14:54Z [----] followers, [---] engagements "(2454) 2/2 AI Google CoWoS #ai #asics [--]. AI (**AI) MediaTek AI Google TSMCGoogle [--]. VIP LEVEL [----] VIP LEVEL [----] [----] 9% 9% [----] N2P [--]. CoWoS [----] [--] CoWoS AI AI CoWoS AI Tier-1 Tier-2 IC CoWoS [----] [-----] CoWoS 1.3% 2% [----] Google [--] [--] SoC 3.5D [--]. Google AI Google AI TPU [----] [-----] Broadcom vs. (Broadcom) AI TPU v7p 70% (MediaTek) AI Ironwood TPU v7e v8e I/O SerDes Google [--] Google Google Google 20% 30% Google [--]. [----] AI AI (Mobile) [----] 2nm (N2P) 36% On-deviceAI (Automotive) C-X1 [--] [--] [--] ASIC AI (Cloud AI) Google TPU Meta ASIC [----] ASIC [--] [----] ASIC 10-15% AI AI PC N1X" [YouTube Link](https://youtube.com/watch?v=hKB3iUBRbig) 2026-01-19T14:40Z [----] followers, [----] engagements "(2454) 1/2 AI Google CoWoS #ai #asics [--]. AI (**AI) MediaTek AI Google TSMCGoogle [--]. VIP LEVEL [----] VIP LEVEL [----] [----] 9% 9% [----] N2P [--]. CoWoS [----] [--] CoWoS AI AI CoWoS AI Tier-1 Tier-2 IC CoWoS [----] [-----] CoWoS 1.3% 2% [----] Google [--] [--] SoC 3.5D [--]. Google AI Google AI TPU [----] [-----] Broadcom vs. (Broadcom) AI TPU v7p 70% (MediaTek) AI Ironwood TPU v7e v8e I/O SerDes Google [--] Google Google Google 20% 30% Google [--]. [----] AI AI (Mobile) [----] 2nm (N2P) 36% On-deviceAI (Automotive) C-X1 [--] [--] [--] ASIC AI (Cloud AI) Google TPU Meta ASIC [----] ASIC [--] [----] ASIC 10-15% AI AI PC N1X" [YouTube Link](https://youtube.com/watch?v=KCwBmdg_jGw) 2026-01-19T13:42Z [----] followers, [---] engagements "AI 2/2 : AI OSAT AI NVIDIA H100Blackwell [--] [--] AI AI HBM AI 2.5D 3D Fabric Advanced Packaging 2.5D ( CoWoS-L) AI Organic Interposer LSI CoWoS-LCoWoS-S NVIDIA Blackwell AMD CPUVenice 3D ( SoIC)AMD Venice N2 CoWoS-L SoIC (FOPLP) 600x600mm 700x700mm [--] 2024-2026 ICPMIC/RF 2027-2028 AI GPU AI [--]. (Interposer) CoWoS-L RDL [--]. ASIC AI GPU ASIC-KY (Alchip) (MediaTek) [----] CoWoS -KY AWS Trainium [--] [----] [--] [--] [----] [--] [--]. HBM AI HBM 2nm SoC [--] HBM [-----] CoWoS [----] [---] [----] [----] [--] (TSMC): CoWoS-L SoIC Apple NVIDIA OSAT (Technology Definer) (Scaling Engine) WoS (Wafer on Substrate) CoW " [YouTube Link](https://youtube.com/watch?v=trWjQUtUKiI) 2026-01-17T15:40Z [----] followers, [---] engagements "AI 1/2 : AI OSAT AI NVIDIA H100Blackwell [--] [--] AI AI HBM AI 2.5D 3D Fabric Advanced Packaging 2.5D ( CoWoS-L) AI Organic Interposer LSI CoWoS-LCoWoS-S NVIDIA Blackwell AMD CPUVenice 3D ( SoIC)AMD Venice N2 CoWoS-L SoIC (FOPLP) 600x600mm 700x700mm [--] 2024-2026 ICPMIC/RF 2027-2028 AI GPU AI [--]. (Interposer) CoWoS-L RDL [--]. ASIC AI GPU ASIC-KY (Alchip) (MediaTek) [----] CoWoS -KY AWS Trainium [--] [----] [--] [--] [----] [--] [--]. HBM AI HBM 2nm SoC [--] HBM [-----] CoWoS [----] [---] [----] [----] [--] (TSMC): CoWoS-L SoIC Apple NVIDIA OSAT (Technology Definer) (Scaling Engine) WoS (Wafer on Substrate) CoW " [YouTube Link](https://youtube.com/watch?v=DBzWPwco9UA) 2026-01-17T10:31Z [----] followers, [---] engagements "2026 2/22500+2500 [---] # 32% 15% [----] [--] 15% [----] BTA232 -------------------------------------------------------------------------------- 15% 50% 15% MFN 15% 15% 15% [----] -------------------------------------------------------------------------------- [---] [---] Lutnick [---] [---] [---] [---] -------------------------------------------------------------------------------- 2500+2500 2500+2500 [----] -------------------------------------------------------------------------------- 15% [----] [----] 90% 2500+2500 **** -------------------------------------------------------------------------------- " [YouTube Link](https://youtube.com/watch?v=JMC64x2JGvk) 2026-01-16T09:06Z [----] followers, [---] engagements "2026 1/22500+2500 [---] # 32% 15% [----] [--] 15% [----] BTA232 -------------------------------------------------------------------------------- 15% 50% 15% MFN 15% 15% 15% [----] -------------------------------------------------------------------------------- [---] [---] Lutnick [---] [---] [---] [---] -------------------------------------------------------------------------------- 2500+2500 2500+2500 [----] -------------------------------------------------------------------------------- 15% [----] [----] 90% 2500+2500 **** -------------------------------------------------------------------------------- " [YouTube Link](https://youtube.com/watch?v=a82TmShHPkQ) 2026-01-16T08:46Z [----] followers, [--] engagements "2026 [--] 560AI 20% [----] [--] NvidiaAI [----] [--] [--] [----] [-----] EPS [-----] [----] C.C. Wei -------------------------------------------------------------------------------- AI AI CSP AI (Very rich)AI AI 1% 2% ROI We believe the AI is real. it is starting to grow into our daily life. AI Megatrend -------------------------------------------------------------------------------- [---] [----] CapEx [---] [---] [----] [---] 37% 70%-80% 10% 10%-20% CoWoSMask Making [----] [----] Engagement time -------------------------------------------------------------------------------- [--] A16 [--] N2 [----] Super Power Rail SPR A16 2026" [YouTube Link](https://youtube.com/watch?v=5OXNvNdb1_4) 2026-01-15T09:16Z [----] followers, [----] engagements "3 # [--] [--] [--]. / Mental Internal Friction80%20% [--]. [--]. Circle of Influence [--]. / [--]. 3" [YouTube Link](https://youtube.com/watch?v=6mKgaPNuSao) 2026-01-14T10:56Z [----] followers, [---] engagements "Google AI: Google Google - OpenA Siri Google #ai AIWarren Buffett AlphabetAI -------------------------------------------------------------------------------- [--]. Berkshire Hathaway202513FAlphabet17854313F Charlie Munger2004IPOGEICO AIAlphabetAI -------------------------------------------------------------------------------- [--]. AI AIAI2.0SiriAI 2026112GeminiSiriApple Intelligence Apple Foundation Models Dan IvesCEOTim CookCEOSundar PichaiAIAI24iOSGeminiAIOpenAIChatGPT -------------------------------------------------------------------------------- [--]. 2026112Alphabet 20222023AItoast202568%2009 " [YouTube Link](https://youtube.com/watch?v=aNdKK_PT7iY) 2026-01-13T14:59Z [----] followers, [---] engagements "Google 2/2 AI [----] Aluminium AndroidChromeOS SWOT #ai Google850910930AI(** AI **) Googleagentic intelligence -------------------------------------------------------------------------------- [--]. AIGoogle AIGoogleAI [---] AI GoogleAI Gemini (App Canvas Gems): ChatGPTAIGeminiGoogleGmail Drive NotebookLM: PDFYouTubeNotebookLMAudio OverviewsAIPodcast Nano Banana (): AI AI (AI Overviews & AI Mode): AIAI OverviewsAIAI Mode2025AI Mode7500 [---] GoogleAI Google Cloud & Vertex AI: Google CloudAIVertex AIAIModel Garden200Gemini 3AIAgent Builder Gemini Enterprise & Business:" [YouTube Link](https://youtube.com/watch?v=5hSMJ1D7DpI) 2026-01-13T10:41Z [----] followers, [---] engagements "Google 1/2 AI [----] Aluminium AndroidChromeOS SWOT #ai Google850910930AI Googleagentic intelligence -------------------------------------------------------------------------------- [--]. AIGoogle AIGoogleAI [---] AI GoogleAI Gemini (App Canvas Gems): ChatGPTAIGeminiGoogleGmail Drive NotebookLM: PDFYouTubeNotebookLMAudio OverviewsAIPodcast Nano Banana (): AI AI (AI Overviews & AI Mode): AIAI OverviewsAIAI Mode2025AI Mode7500 [---] GoogleAI Google Cloud & Vertex AI: Google CloudAIVertex AIAIModel Garden200Gemini 3AIAgent Builder Gemini Enterprise & Business:" [YouTube Link](https://youtube.com/watch?v=S_zPaM3wEso) 2026-01-13T04:53Z [----] followers, [---] engagements "Nvidia 2/2 Alpamayo [----] #ai #nvidia ChatGPT Nvidia CES [----] Alpamayo ChatGPT Nvidia Alpamayo Nvidia Alpamayo Nvidia -------------------------------------------------------------------------------- [--]. Alpamayo Alpamayo long-tail scenariosAlpamayo reasoningChain-of-Causation AI Nvidia Nvidia Alpamayo Tesla FSD Google (Waymo) * Nvidia Alpamayo Android / / * Tesla FSD / / Tesla * Google Waymo Robotaxi / / (Robotaxi) -------------------------------------------------------------------------------- [--]. Nvidia Android Alpamayo Nvidia Android Nvidia GPU/ AI 1) ( SoC/GPU)2) 3) OTA 4) Robotaxi " [YouTube Link](https://youtube.com/watch?v=ebRXSysM5uY) 2026-01-10T15:07Z [----] followers, [---] engagements "Nvidia 1/2 Alpamayo [----] #ai #nvidia ChatGPT Nvidia CES [----] Alpamayo ChatGPT Nvidia Alpamayo Nvidia Alpamayo Nvidia -------------------------------------------------------------------------------- [--]. Alpamayo Alpamayo long-tail scenariosAlpamayo reasoningChain-of-Causation AI Nvidia Nvidia Alpamayo Tesla FSD Google (Waymo) * Nvidia Alpamayo Android / / * Tesla FSD / / Tesla * Google Waymo Robotaxi / / (Robotaxi) -------------------------------------------------------------------------------- [--]. Nvidia Android Alpamayo Nvidia Android Nvidia GPU/ AI 1) ( SoC/GPU)2) 3) OTA 4) Robotaxi " [YouTube Link](https://youtube.com/watch?v=tBaO5YUyFy8) 2026-01-10T13:04Z [----] followers, [--] engagements "2026 2/2 AGI Neuralink #ai ** [----] AI ** AI -------------------------------------------------------------------------------- [--]. [----] [----] 2026AGI2026 [----] Physical Embodiment Optimus V32026AI Self-Improving Intelligence 2026AI Human-Machine Interface Neuralink2026AI AIAI 2026AIAISpaceXStarship100 -------------------------------------------------------------------------------- [--]. 2026AI OptimusAI40%30% AI AI -------------------------------------------------------------------------------- [--]. [----] AI2030AI Universal High IncomeUBIAI SpaceXStarship2028-202930AI" [YouTube Link](https://youtube.com/watch?v=C2yZpeIRSG0) 2026-01-08T14:25Z [----] followers, [----] engagements "2026 1/2 AGI Neuralink #ai ** [----] AI ** AI -------------------------------------------------------------------------------- [--]. [----] [----] 2026AGI2026 [----] Physical Embodiment Optimus V32026AI Self-Improving Intelligence 2026AI Human-Machine Interface Neuralink2026AI AIAI 2026AIAISpaceXStarship100 -------------------------------------------------------------------------------- [--]. 2026AI OptimusAI40%30% AI AI -------------------------------------------------------------------------------- [--]. [----] AI2030AI Universal High IncomeUBIAI SpaceXStarship2028-202930AI" [YouTube Link](https://youtube.com/watch?v=OVRKU1nCSTw) 2026-01-08T12:11Z [----] followers, [---] engagements "MBTI INTJ INTJ #mbti #intj INTJ INTJ1-4%INTJ1% -------------------------------------------------------------------------------- [--]. Bug INTJ (Ni): (Te): GPS [--]. INTJ INTJ41% INTJ INTJ1. [--]. [--]. [--]. INTJTimeBelief Fi [--]. 70%70% -------------------------------------------------------------------------------- Conclusion: INTJ" [YouTube Link](https://youtube.com/watch?v=irjZ6n1sbsk) 2026-01-07T11:17Z [----] followers, [---] engagements "2/22026 CES NVIDIA Alpamayo Tesla FSD #ai #tesla ChatGPT TeslaFSD CES [----] NVIDIA CEO Alpamayo AI ChatGPT Alpamayo FSD [--]. AI vs. AI AI NVIDIA Alpamayo AI Vision-Language-Action (VLA)chain-of-thought reasoning AI Tesla FSD [--] Tesla FSD NVIDIA Alpamayo Vision-Language-Action (VLA) + + + [--]. vs. Android Tesla FSD HW4 NVIDIA Alpamayo Android Mercedes-Benz [----] CLA Robotaxi NVIDIA [--]. long tail problem Elon Musk 99% long tail distribution Tesla AI Ashok Elluswamy Alpamayo AI FSD 1% [--]. NVIDIA Tesla Alpamayo FSD Tesla FSD RobotaxiAlpamayo Robotaxi Tesla Elon Musk Alpamayo [--] [--] FSD Tesla" [YouTube Link](https://youtube.com/watch?v=Ph-cmkwfMfE) 2026-01-07T04:34Z [----] followers, [---] engagements "1/22026 CES NVIDIA Alpamayo Tesla FSD #ai #tesla ChatGPT TeslaFSD CES [----] NVIDIA CEO Alpamayo AI ChatGPT Alpamayo FSD [--]. AI vs. AI AI NVIDIA Alpamayo AI Vision-Language-Action (VLA)chain-of-thought reasoning AI Tesla FSD [--] Tesla FSD NVIDIA Alpamayo Vision-Language-Action (VLA) + + + [--]. vs. Android Tesla FSD HW4 NVIDIA Alpamayo Android Mercedes-Benz [----] CLA Robotaxi NVIDIA [--]. long tail problem Elon Musk 99% long tail distribution Tesla AI Ashok Elluswamy Alpamayo AI FSD 1% [--]. NVIDIA Tesla Alpamayo FSD Tesla FSD RobotaxiAlpamayo Robotaxi Tesla Elon Musk Alpamayo [--] [--] FSD Tesla" [YouTube Link](https://youtube.com/watch?v=DFqN8fsbrBQ) 2026-01-06T16:38Z [----] followers, [---] engagements "CES 2/2 CHATGPT Alpamayo / GR00T / AI Vera Rubin #ces #ai NVIDIA CES AI NVIDIA Jensen Huang CES [----] CES AI AI AI -------------------------------------------------------------------------------- [--]. [--] [--] reset programmingtraining AI -------------------------------------------------------------------------------- [--]. AIChatGPT AIPhysical AI AI AI AI (Training Computer) AI (Simulation Computer) AI NVIDIA Omniverse Cosmos (Inference Computer) Jetson Thor ChatGPT -------------------------------------------------------------------------------- [--]. AIAlpamayo Alpamayo reasoninglong tail" [YouTube Link](https://youtube.com/watch?v=xLb3KnozklA) 2026-01-06T09:57Z [----] followers, [----] engagements "CES 1/2 CHATGPT Alpamayo / GR00T / AI Vera Rubin #ces #ai NVIDIA CES AI NVIDIA Jensen Huang CES [----] CES AI AI AI -------------------------------------------------------------------------------- [--]. [--] [--] reset programmingtraining AI -------------------------------------------------------------------------------- [--]. AIChatGPT AIPhysical AI AI AI AI (Training Computer) AI (Simulation Computer) AI NVIDIA Omniverse Cosmos (Inference Computer) Jetson Thor ChatGPT -------------------------------------------------------------------------------- [--]. AIAlpamayo Alpamayo reasoninglong tail" [YouTube Link](https://youtube.com/watch?v=F6K5k2pLdVw) 2026-01-06T09:17Z [----] followers, [---] engagements "Google 2/2 B2B AI AI #ai : AI EP196 https://pca.st/0ib4l2sy ------ AIChatGPTAI AIAIAI -------------------------------------------------------------------------------- Googlehumanoid illusion AIAIMoravec's ParadoxAI Nvidia CEO Embodied IntelligenceAIAI NVIDIA Omniverse Isaac SIM -------------------------------------------------------------------------------- 1:99 AI1:991:99 paradigmAI AI 1%Super Humans99% AI G7NVIDIAMicrosoftAppleNVIDIAGDPG7 AI AIG7 -------------------------------------------------------------------------------- AIAI AIAICopilot AIAIAI AgentAI GoogleGemini 38AI 3000" [YouTube Link](https://youtube.com/watch?v=5N_b505gVo8) 2026-01-04T13:27Z [----] followers, [----] engagements "Google 1/2 B2B AI AI #ai : AI EP196 https://pca.st/0ib4l2sy ------ AIChatGPTAI AIAIAI -------------------------------------------------------------------------------- Googlehumanoid illusion AIAIMoravec's ParadoxAI Nvidia CEO Embodied IntelligenceAIAI NVIDIA Omniverse Isaac SIM -------------------------------------------------------------------------------- 1:99 AI1:991:99 paradigmAI AI 1%Super Humans99% AI G7NVIDIAMicrosoftAppleNVIDIAGDPG7 AI AIG7 -------------------------------------------------------------------------------- AIAI AIAICopilot AIAIAI AgentAI GoogleGemini 38AI 3000" [YouTube Link](https://youtube.com/watch?v=Fn6BAOz9LEs) 2026-01-04T11:30Z [----] followers, [---] engagements "AI INTJ AI MBTI INTJ INTJ AI #ai #mbti ** Note: AI INTJ INJ / INT 😅 ** [--]. Introduction: INTJINTJ INTJAI [--]. AIINTJ INTJAIAIINTJ [---]. AIINTJNi-Te Jason Leinart NiTeINTJNiINTJTe AI + INTJGPT is all you needAIINTJAIINTJ [---]. INTJ AIINTJRedditAI ChatGPT INTJ [---]. INTJAI AIINTJRedditAIINTJFiFiINTJAI [---]. NiTe INTJNiTeAIcognitive scaffold AIRedditINTJAIINTJAIINTJNiTeAI [--]. INTJ AI [---]. AIAIAIAI [---]. AIChatGPTAIINTJNi-FiAI [---]. AIAIAIAIhuman in the loopTeAIAI [--]. INTJAIINTJ AIINTJ" [YouTube Link](https://youtube.com/watch?v=s7TjlDhx7D8) 2026-01-03T08:28Z [----] followers, [---] engagements "Meta20Manus 2/2:AI AI WhatsApp IG Facebook #ai AI Meta Platforms20AIManus AIMetaMetaAI AIAIMetaAgentic Era -------------------------------------------------------------------------------- [--]. MetaManus AIAIGeneral AI Agent ManusManusset and forget Multi-agent Multi-model AIAnthropicClaudeQwen Manus's Computer ManusMeta Manus AI [--]. MetaAI MetaAIManus AIMeta ManusSaaS8ARR1Meta Meta AI AI MetaAIAI [--]. WhatsAppIG ManusMetaAI WhatsApp Business AI Instagram AIReels Facebook AI MetaAI [--]. AIGoogleOpenAI MetaAI OpenAI OpenAIOperatorManusGAIAOpenAI Deep Research Google GoogleGemini 3.0Project" [YouTube Link](https://youtube.com/watch?v=jOBF8B6EZG4) 2026-01-01T14:53Z [----] followers, [---] engagements "Meta20Manus 1/2:AI AI WhatsApp IG Facebook #ai AI Meta Platforms20AIManus AIMetaMetaAI AIAIMetaAgentic Era -------------------------------------------------------------------------------- [--]. MetaManus AIAIGeneral AI Agent ManusManusset and forget Multi-agent Multi-model AIAnthropicClaudeQwen Manus's Computer ManusMeta Manus AI [--]. MetaAI MetaAIManus AIMeta ManusSaaS8ARR1Meta Meta AI AI MetaAIAI [--]. WhatsAppIG ManusMetaAI WhatsApp Business AI Instagram AIReels Facebook AI MetaAI [--]. AIGoogleOpenAI MetaAI OpenAI OpenAIOperatorManusGAIAOpenAI Deep Research Google GoogleGemini 3.0Project" [YouTube Link](https://youtube.com/watch?v=MHgM1zM6zIg) 2026-01-01T13:55Z [----] followers, [--] engagements "GPU ASIC GPU ASIC #ai [----] AI GPU ASIC ### [----] ASIC GPU [----] AI **** NVIDIA CSP Google Amazon Meta Microsoft [----] ASIC ** GPU ** ### ASIC [----] IC [----] EPS * **-KY (3661) NRE ** * **** AWS 70% AI 28% [--] **NRE** * **2026 ** **Trainium 3** [----] [--] [----] EPS ** [---] ** * ** (3443) AI ** * **** AI 3% 40% * **2026 ** [--] [--] **3 ** AI AI * ** (2454) AI ** * **** **Google TPU** AI [----] [--] **2026 ** * **** ** 5% **" [YouTube Link](https://youtube.com/watch?v=xwkE_vjQwQY) 2025-12-30T14:38Z [----] followers, [---] engagements "Google [--] AI [--] Google Google AI #ai Google shares [--] AI tips from [----] https://blog.google/technology/ai/ai-tips-2025/ Google40AI TechNews https://share.google/UJmyp6LU1be3d5LIs --------------------- AI [--] Google AI AI AI Google AI Google AI AI AI AI -------------------------------------------------------------------------------- [--]. AI AI Google AI AI "" -------------------------------------------------------------------------------- [--]. P Google AI AI -------------------------------------------------------------------------------- [--]. Google AI """ [YouTube Link](https://youtube.com/watch?v=roxoGUM8knQ) 2025-12-30T05:35Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@charleschen5700 Charles Chen
Charles Chen posts on YouTube about ai, $googl, meta, tsmc the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [---] -67%
- [--] Month [------] -17%
Mentions: [--] #
- [--] Week [--] +10%
- [--] Month [--] +6.10%
Followers: [-----] #
CreatorRank: undefined #
Social Influence
Social category influence technology brands stocks automotive brands fashion brands social networks celebrities finance cryptocurrencies
Social topic influence ai, $googl, meta, tsmc, ceo, anthropic, spacex, leo, b2b, agi
Top accounts mentioned or mentioned by @ai
Top assets mentioned Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Meta Platforms, Inc. (META) Oklo Inc. (OKLO) Microsoft Corp. (MSFT) Berkshire Hathaway Inc. (BRK.A) Axion (AXN) Honeywell International Inc (HON)
Top Social Posts
Top posts by engagements in the last [--] hours
"AI AI AI ASIC [--] [--] [--] SerDes IP ASIC Google TPU ASIC"
YouTube Link 2025-09-29T11:48Z [--] followers, [--] engagements
"AIF4 () AI F4 AI AI/HPC F4 CPO NVIDIA GB NVIDIA ASIC [----] HPC F4"
YouTube Link 2025-09-27T04:46Z [--] followers, [--] engagements
"MBTI INFP INFP thoughtful idealistHealerINFP INFPINFP"
YouTube Link 2025-10-14T08:58Z [--] followers, [---] engagements
"AI 2/2 CEO CEO (KSF) AI #ai [--]. AI IBM AI [--] AIAI AI (Agentic AI) [--]. AI AI Capgemini IBM AI AI Copilot AI (Autonomy) (Action)Capgemini [----] [----] AI API CRMERP API (Model Context Protocol MCP) [--]. AI (Enterprise Workflow) Salesforce (Agentforce)ServiceNow (Now Assist) SAP IT (Coding & Engineering) Anysphere (Cursor) [---] (ARR) [--] Replit [----] [--] Devin (Cognition AI) AI (Customer Service) Salesforce Sierra [---] [--] (7 ) [--] ARR (Vertical AI) Harvey AI ( [--] ) Hippocratic AI HIPAA [--]. CEO McKinsey IBM (Agentic Organization) McKinsey [--] [--] [--] [---] (Agent Factory) (Above the loop) AI McKinsey"
YouTube Link 2026-02-15T09:49Z [----] followers, [--] engagements
"2026 AI 1/2 AI: Copilot Claude (Anthropic) Cowork #ai [--]. Claude AI Claude COWORK AI AI Agentic AI AI AI Agentic ROI -------------------------------------------------------------------------------- [--]. Microsoft Copilot (AI vs. Claude COWORK AI AssistantsAgents Microsoft CopilotAI Copilot Prompts Office [---] Claude AICOWORK Autonomous AgentsReasoning AI Devin Guardrails AI -------------------------------------------------------------------------------- [--]. Capgemini [----] AI Fei-Fei Li I. [---] [----] AI 80% [---] AI [----] AI [----] 93% [--] AI II. 43% 27% AI AI III. IT [--] IT AI AI Level [--] Level"
YouTube Link 2026-02-14T14:10Z [----] followers, [--] engagements
"2026 AI 2/2 AI: Copilot Claude (Anthropic) Cowork #ai [--]. Claude AI Claude COWORK AI AI Agentic AI AI AI Agentic ROI -------------------------------------------------------------------------------- [--]. Microsoft Copilot (AI vs. Claude COWORK AI AssistantsAgents Microsoft CopilotAI Copilot Prompts Office [---] Claude AICOWORK Autonomous AgentsReasoning AI Devin Guardrails AI -------------------------------------------------------------------------------- [--]. Capgemini [----] AI Fei-Fei Li I. [---] [----] AI 80% [---] AI [----] AI [----] 93% [--] AI II. 43% 27% AI AI III. IT [--] IT AI AI Level [--] Level"
YouTube Link 2026-02-14T14:34Z [----] followers, [--] engagements
"AI 1/2 CEO CEO (KSF) AI #ai [--]. AI IBM AI [--] AIAI AI (Agentic AI) [--]. AI AI Capgemini IBM AI AI Copilot AI (Autonomy) (Action)Capgemini [----] [----] AI API CRMERP API (Model Context Protocol MCP) [--]. AI (Enterprise Workflow) Salesforce (Agentforce)ServiceNow (Now Assist) SAP IT (Coding & Engineering) Anysphere (Cursor) [---] (ARR) [--] Replit [----] [--] Devin (Cognition AI) AI (Customer Service) Salesforce Sierra [---] [--] (7 ) [--] ARR (Vertical AI) Harvey AI ( [--] ) Hippocratic AI HIPAA [--]. CEO McKinsey IBM (Agentic Organization) McKinsey [--] [--] [--] [---] (Agent Factory) (Above the loop) AI McKinsey"
YouTube Link 2026-02-15T08:35Z [----] followers, [--] engagements
"AI ASIC Nvidia ASIC GUC #ai # GoogleAWS CSP ASIC TPUNvidia GPU Nvidia ASIC Nvidia -------------------------------------------------------------------------------- [--]. ASIC AI AlchipGUC MediaTek Alchip (KY): ASIC IP AWSMeta Alchip IP GUC (): GUC IP HBMdie-to-die IP MediaTek (): SoC IP Google TPU Google Alchip AI EPSGUC IP [--]. AI ASIC Tape-out 3nm5nm CoWoS HBM Alchip Alchip 2025-2026 ASIC 2027-2028 CoWoS ASIC CSP AI [--]. bargaining power Apple Nvidia Apple: 25% Nvidia: AI GPU Apple Nvidia GoogleAWSMicrosoft CSP ASIC Apple iPhone Nvidia GPU Google TPU Nvidia GPU Nvidia"
YouTube Link 2025-12-04T14:08Z [----] followers, [---] engagements
"(3443) : AI Chiplet ASIC ( . ) #ai GUC [----] -- ## 3443.TW ### [----] ASIC [----] #### [--]. * **** [----] [--] [------] 24.2%H1 [----] [-----] 5.8% 32.5% * **** ** 64%** 15% * **** IC System House [----] 69% #### [--]. TSMC [--] /5 * **** [--------] **** * **** **** * **** CSP AI **** ### AI * **** [----] [--] [--] ** 59%** * CSP CSP AI * CSP ** ** (Microsoft)Meta Platforms (Meta) (Amazon) * CSP IP * CSP 25% CSP ** 30%** * **** ADASAIHPC ### ASIC #### [--]. * ** (Alchip Technologies)** AI ASIC * ** (Faraday Technology)** SoC IP * ** (Silicon Motion)** * **** (3228) (3529) IP/ #### [--]. ******** ASIC * ****"
YouTube Link 2025-11-07T09:28Z [----] followers, [---] engagements
"AI ASIC : () -KY ( . ) #ai # AI ASIC ASIC AICSPAmazonGoogleMicrosoftGPUAIASICIC-KYAI -------------------------------------------------------------------------------- [--]. -KY (Alchip) AI ASIC Integrated Logistic Support ILSNRERTL to GDSII orchestrating (Strengths): HPCAI ASIC796%2 CSPAmazon AWSCoWoS (Weaknesses): 81%60% (Opportunities): AIAWSAITrainium 3Trainium [---] IC2026 (Threats): ASICMarvellBroadcomNVIDIA NVIDIAIntel AI -------------------------------------------------------------------------------- [--]. (GUC) ASIC (Strengths): AIMLHBMIPMicrosoft MaiaAI (Weaknesses): TurnkeyCoWoS "
YouTube Link 2025-11-28T13:43Z [----] followers, [----] engagements
"GPU ASIC GPU ASIC #ai [----] AI GPU ASIC ### [----] ASIC GPU [----] AI **** NVIDIA CSP Google Amazon Meta Microsoft [----] ASIC ** GPU ** ### ASIC [----] IC [----] EPS * **-KY (3661) NRE ** * **** AWS 70% AI 28% [--] NRE * **2026 ** Trainium 3 [----] [--] [----] EPS ** [---] ** * ** (3443) AI ** * **** AI 3% 40% * **2026 ** [--] [--] **3 ** AI AI * ** (2454) AI ** * **** Google TPU AI [----] [--] **2026 ** * **** ** 5% **"
YouTube Link 2025-12-30T14:38Z [----] followers, [---] engagements
"Google AI TPU: Nvidia GPU 1/2 ( . ) #ai # NVIDIA AI GPU 80-90% Google Tensor Processing Unit (TPU) Meta Platforms NVIDIA AI Google TPU NVIDIA TPU AI (training) (inference) AI 90%Total Cost of Ownership TCOGoogle TPU TPU v6e Meta TPU v7 (Ironwood) TPU (Performance per Dollar): AI TPU NVIDIA H100 GPU [--] (Total Cost of Ownership): TPU [--] [--] [--] 30-50%TPU TCO 20-30% (Energy Efficiency): TPU GPU [--] [--] AI Midjourney TPU 65% [---] [--] TPU MetaGoogle TPU Meta Platforms (META) Google TPU TPU viability Meta AI NVIDIA AI [--]. (Rental Phase - [----] ): Meta Google Cloud TPU [--]. (Direct Deployment Phase - 2027"
YouTube Link 2025-11-26T09:35Z [---] followers, [---] engagements
": INTJ ( . ) #mbti #intj INTJ5 -------------------------------------------------------------------------------- [--]. [--]. [--]. INTJ 70% [--]. [--]. INTJ --------------------------------------------------------------------------------"
YouTube Link 2025-11-23T15:54Z [---] followers, [---] engagements
"2026AI 1/217 EPS ( . ) # #ai ** AI **' [---] AI 2026AIAI3400035000 2026GPUASIC 2026EPS12AI [---] 2026EPS [---] (3013) EPS 105% SidecarMIM [---] (6805) EPS 93.5% AIManifoldUQDGB300 [---] -KY (3661) EPS 92.3% ASICAWSTrainium [-----] AI ASIC [---] (3324) EPS 90.0% Cold PlateCDUGB300Rubin [---] (3443) EPS 50.5% TeslaAI5AIAIAINRE Tape-outAI [---] (3017) EPS 48.0% 55% [---] (6239) EPS 38%48% AIFOPLP2026 [---] (8210) EPS 34%45% AINVIDIA Blackwell2026 [----] [---] (2308) EPS 42.36% AIAI AI [----] (2330) EPS 25%40% AI35CoWoS2026 [----] (2317) EPS 26.0% GB200/GB300 AI [----] (6669) EPS 18.5% "
YouTube Link 2025-12-18T15:30Z [---] followers, [---] engagements
"AIETF 2/2 4AI ETF [--------------------] ** #ETF * AI- * [--]. AI AIFOMOAIETFAIETF -------------------------------------------------------------------------------- [--]. AI ETF (A) ETF [-----] FANG+ NVIDIAAppleAmazonMetaTesla10 AI (B) ETF [-----] NASDAQ [------] NASDAQ [---] MicrosoftGoogleNVIDIAAppleAmazon NASDAQ-100AI (C) AI ETF [-----] AI NVIDIAMicrosoftAmazon AI AIAI (D) AI ETF [-----] NVIDIAAMDIntelADR AIAI -------------------------------------------------------------------------------- [--]. [----] [--]. All-inDCA [-----] [-----] [--]. ETF [-----] [------] 4060% [-----] [-----] 2030% [--]. EPSAIAIAINVIDIAMicrosoftAI"
YouTube Link 2025-12-27T03:51Z [---] followers, [---] engagements
"2026 AI AI [--] #aI # *** AI *** [----] [----] AI NVIDIA AI [----] AI AIAI EPS ROIC AI AI [--]. AI AI [----] AI AI AI GPU AI EPS ROIC [----] AI AI [--]. AI [----] AI GPU (capex) EPS HBM (TSMC) CoWoS (ASE)Amkor (Powertech) AI [--]. AI AI AI AI VertivEatonSchneider Electric (Delta Electronics) (YC-ET) (Hantang) [--]. AI AI AI [----] Qualcomm (MediaTek) Edge AI Arm NVIDIA TensorRT AI AI [--]. AI (Workflow Lock-in) AI AI (Intuit) (Workday) (Adobe) ServiceNow AI (Sovereign AI) AI AI PalantirLeidos Booz Allen Hamilton AI AI [--] * (e.g. CoWoS ) * (e.g. ) * / (e.g. ) * (e.g. ) * AI / (e.g. ) [----] AI AI AI AI [--------] AI"
YouTube Link 2025-12-06T14:59Z [---] followers, [--] engagements
"SpaceX 2/2 (LEO) #ai #spacex SpaceX (Starlink) (**AI) ### 🚀 [----] SpaceX IPO LEO #### SpaceX [----] IPO SpaceX [----] Starlink IPO * **** **1.5 ** **300 ** * **** IPO StarshipV3 AI * **** Re-rating #### LEO [----] **** [--]. **** Starlink [----] [----] LEO [--] [--]. NTN 5G/6G NTN [--]. **** AI **** [--]. **** Starship V3 [----] 100-200 ** #### [----] * **** [----] 148 ** 24.5% * ** (CAGR) [----] CAGR 15% 30% * D2D [----] [---] [----] ** [--] ** #### SpaceXAmazon Kuiper **** / ** (3491) 40-50% Starlink Amazon ** HDI ** ** (2313) SpaceX **** ** (6285) (User Terminal) Amazon"
YouTube Link 2026-01-20T15:16Z [----] followers, [---] engagements
"Google 2/2 B2B AI AI #ai : AI EP196 https://pca.st/0ib4l2sy ------ AIChatGPTAI AIAIAI -------------------------------------------------------------------------------- Googlehumanoid illusion AIAIMoravec's ParadoxAI Nvidia CEO Embodied IntelligenceAIAI NVIDIA Omniverse Isaac SIM -------------------------------------------------------------------------------- 1:99 AI1:991:99 paradigmAI AI 1%Super Humans99% AI G7NVIDIAMicrosoftAppleNVIDIAGDPG7 AI AIG7 -------------------------------------------------------------------------------- AIAI AIAICopilot AIAIAI AgentAI GoogleGemini 38AI 3000"
YouTube Link 2026-01-04T13:27Z [----] followers, [----] engagements
"2026 [--] 560AI 20% [----] [--] NvidiaAI [----] [--] [--] [----] [-----] EPS [-----] [----] C.C. Wei -------------------------------------------------------------------------------- AI AI CSP AI (Very rich)AI AI 1% 2% ROI We believe the AI is real. it is starting to grow into our daily life. AI Megatrend -------------------------------------------------------------------------------- [---] [----] CapEx [---] [---] [----] [---] 37% 70%-80% 10% 10%-20% CoWoSMask Making [----] [----] Engagement time -------------------------------------------------------------------------------- [--] A16 [--] N2 [----] Super Power Rail SPR A16 2026"
YouTube Link 2026-01-15T09:16Z [----] followers, [----] engagements
"Google 2/2 AI [----] Aluminium AndroidChromeOS SWOT #ai Google850910930AI(** AI **) Googleagentic intelligence -------------------------------------------------------------------------------- [--]. AIGoogle AIGoogleAI [---] AI GoogleAI Gemini (App Canvas Gems): ChatGPTAIGeminiGoogleGmail Drive NotebookLM: PDFYouTubeNotebookLMAudio OverviewsAIPodcast Nano Banana (): AI AI (AI Overviews & AI Mode): AIAI OverviewsAIAI Mode2025AI Mode7500 [---] GoogleAI Google Cloud & Vertex AI: Google CloudAIVertex AIAIModel Garden200Gemini 3AIAgent Builder Gemini Enterprise & Business:"
YouTube Link 2026-01-13T10:41Z [----] followers, [---] engagements
"Google TPU AI : 2/2 ( . ) #ai # Google TPU (Foundry & Advanced Packaging) (TSMC 2330.TW): TPU N3 N5 CoWoS TPU HBM3e ASIC IP (ASIC Design & IP) (MediaTek 2454.TW): [--] TPU (v7e) TPU Google Broadcom 20-30% [----] [--] ASIC (GUC 3443.TW): Google TPU Axion CPU N3/N5 IP Google (Server Assembly & System Integration) (Quanta Computer 2382.TW): ODM HPC AI (Wiwynn 6669.TW): Meta Meta 1kW TPU (Hon Hai Precision Industry 2317.TW): AI Google NVIDIA NVL72 AI PCB/CCL TPU"
YouTube Link 2025-11-26T11:22Z [---] followers, [---] engagements
"AI (6669) () AI ( . ) AI 202510167.38%46.83%11.98%AI HyperscalerODM90%Meta56%36% AIHigh-betaMetaAI AIAI40%AI (Wiwynn): (TCO) ODM DirectAITurnkey (Quanta): (Foxconn): IIDM AI - GB200TDP2700W/ - [----] Meta AIOpenAI10%20% Blackwell2026202725-40%20-35% AI AIAI AI"
YouTube Link 2025-11-10T15:27Z [---] followers, [--] engagements
"2026AI AI AI [----] [----] GPU AI AI [----] ROIC () EPS () [--]. [----] GPU AI AI AI HBM CoWoS GPU (HBM) EPS AI (power permits) AI AI [----] (TSMC)Vertiv AI [--]. AI [----] AI AI AI AI [--]. AI [--]. AI (Edge AI) AI [--]. (Inference-as-a-Service) AI AI (CAPEX) (OPEX) QualcommArm AI [--]. GPU AI [----] 🔴 (: OpenAI Anthropic) (: Tesla Optimus Figure AI) GPU (: NVIDIA AMD) 🟢 AI (: Amkor) (: ABB Fanuc ) (: Vertiv Eaton ) [--]. AI AI (Sovereign AI) [----] AI AI PalantirLeidos [----] [----] AI AI [--------] AI"
YouTube Link 2025-12-28T14:56Z [---] followers, [---] engagements
"2026 2/2 AGI Neuralink #ai ** [----] AI ** AI -------------------------------------------------------------------------------- [--]. [----] [----] 2026AGI2026 [----] Physical Embodiment Optimus V32026AI Self-Improving Intelligence 2026AI Human-Machine Interface Neuralink2026AI AIAI 2026AIAISpaceXStarship100 -------------------------------------------------------------------------------- [--]. 2026AI OptimusAI40%30% AI AI -------------------------------------------------------------------------------- [--]. [----] AI2030AI Universal High IncomeUBIAI SpaceXStarship2028-202930AI"
YouTube Link 2026-01-08T14:25Z [----] followers, [----] engagements
"AI 1/2 : AI OSAT AI NVIDIA H100Blackwell [--] [--] AI AI HBM AI 2.5D 3D Fabric Advanced Packaging 2.5D ( CoWoS-L) AI Organic Interposer LSI CoWoS-LCoWoS-S NVIDIA Blackwell AMD CPUVenice 3D ( SoIC)AMD Venice N2 CoWoS-L SoIC (FOPLP) 600x600mm 700x700mm [--] 2024-2026 ICPMIC/RF 2027-2028 AI GPU AI [--]. (Interposer) CoWoS-L RDL [--]. ASIC AI GPU ASIC-KY (Alchip) (MediaTek) [----] CoWoS -KY AWS Trainium [--] [----] [--] [--] [----] [--] [--]. HBM AI HBM 2nm SoC [--] HBM [-----] CoWoS [----] [---] [----] [----] [--] (TSMC): CoWoS-L SoIC Apple NVIDIA OSAT (Technology Definer) (Scaling Engine) WoS (Wafer on Substrate) CoW "
YouTube Link 2026-01-17T10:31Z [----] followers, [---] engagements
"1/22026 CES NVIDIA Alpamayo Tesla FSD #ai #tesla ChatGPT TeslaFSD CES [----] NVIDIA CEO Alpamayo AI ChatGPT Alpamayo FSD [--]. AI vs. AI AI NVIDIA Alpamayo AI Vision-Language-Action (VLA)chain-of-thought reasoning AI Tesla FSD [--] Tesla FSD NVIDIA Alpamayo Vision-Language-Action (VLA) + + + [--]. vs. Android Tesla FSD HW4 NVIDIA Alpamayo Android Mercedes-Benz [----] CLA Robotaxi NVIDIA [--]. long tail problem Elon Musk 99% long tail distribution Tesla AI Ashok Elluswamy Alpamayo AI FSD 1% [--]. NVIDIA Tesla Alpamayo FSD Tesla FSD RobotaxiAlpamayo Robotaxi Tesla Elon Musk Alpamayo [--] [--] FSD Tesla"
YouTube Link 2026-01-06T16:38Z [----] followers, [---] engagements
"CES 1/2 CHATGPT Alpamayo / GR00T / AI Vera Rubin #ces #ai NVIDIA CES AI NVIDIA Jensen Huang CES [----] CES AI AI AI -------------------------------------------------------------------------------- [--]. [--] [--] reset programmingtraining AI -------------------------------------------------------------------------------- [--]. AIChatGPT AIPhysical AI AI AI AI (Training Computer) AI (Simulation Computer) AI NVIDIA Omniverse Cosmos (Inference Computer) Jetson Thor ChatGPT -------------------------------------------------------------------------------- [--]. AIAlpamayo Alpamayo reasoninglong tail"
YouTube Link 2026-01-06T09:17Z [----] followers, [---] engagements
"Google 1/2 B2B AI AI #ai : AI EP196 https://pca.st/0ib4l2sy ------ AIChatGPTAI AIAIAI -------------------------------------------------------------------------------- Googlehumanoid illusion AIAIMoravec's ParadoxAI Nvidia CEO Embodied IntelligenceAIAI NVIDIA Omniverse Isaac SIM -------------------------------------------------------------------------------- 1:99 AI1:991:99 paradigmAI AI 1%Super Humans99% AI G7NVIDIAMicrosoftAppleNVIDIAGDPG7 AI AIG7 -------------------------------------------------------------------------------- AIAI AIAICopilot AIAIAI AgentAI GoogleGemini 38AI 3000"
YouTube Link 2026-01-04T11:30Z [----] followers, [---] engagements
"FOMO [--]. * Google * * * AI [--]. (P/E ratio) [--]. 4"
YouTube Link 2025-12-14T09:38Z [---] followers, [--] engagements
"AI(Broadcom) AI [--] AI () 11%AIBroadcomAI health checkAI AI74%7301 AIOracleAIAI AI AI P/E Ratio100-102202332202219.6 AIAI (P/E Ratio) Broadcom (AVGO): (P/E Ratio) 100-102 . AI Amazon (AMZN): (P/E Ratio) 40-50 . AWS AWS recurring revenue () AIROI AIROIAI AI ROI * (Direct Revenue)AI * (Indirect Benefits) * (Long-term Value)AI 1AI AI * GPTAI * AIAI * AIAWS(Alchip)(TSMC) AIAI AI"
YouTube Link 2025-12-13T14:42Z [---] followers, [--] engagements
"AI : [----] AI ( . ) (2308)AI (NVIDIA)AI(2308)AI [--]. AI 2025AIAI50%70%AI 202553%AIAI34%(Grid to Chip)800V(HVDC) AINVIDIA Blackwell1kW [--]. AI AIAI (CSPs): MicrosoftMetaAIAI AIODM: AIB2B2BODMAI AIAI [--]. AI(3017)(3324) (Delta): AI (AVC): (Cold Plate) (Auras): (CDU) (Schneider Electric)(Eaton)ABBAI [--]. AISWOT AISWOT SWOT (Strengths): AI70% AI (Weaknesses): AI (Opportunities): AI 203015%AI (Threats): (Growth Rate Estimation) AI20252027(EPS)(CAGR)56% AIAI202550% AIAI"
YouTube Link 2025-11-15T04:32Z [---] followers, [---] engagements
"SpaceX 1/2 (LEO) #ai #spacex SpaceX (Starlink) (**AI) ### 🚀 [----] SpaceX IPO LEO #### SpaceX [----] IPO SpaceX [----] Starlink IPO * **** **1.5 ** **300 ** * **** IPO StarshipV3 AI * **** Re-rating #### LEO [----] **** [--]. **** Starlink [----] [----] LEO [--] [--]. NTN 5G/6G NTN [--]. **** AI **** [--]. **** Starship V3 [----] 100-200 ** #### [----] * **** [----] 148 ** 24.5% * ** (CAGR) [----] CAGR 15% 30% * D2D [----] [---] [----] ** [--] ** #### SpaceXAmazon Kuiper **** / ** (3491) 40-50% Starlink Amazon ** HDI ** ** (2313) SpaceX **** ** (6285) (User Terminal) Amazon"
YouTube Link 2026-01-20T14:54Z [----] followers, [---] engagements
"AI Nvidia AI 1/2 [--] AI [----] WEF #ai NVIDIA AI [--] AINVIDIA AI AI AI -------------------------------------------------------------------------------- AI AI AI AI TSMCFoxconnWistronQuantaMicronSK SK HynixSamsung AI -------------------------------------------------------------------------------- AI AI (purpose of the job) (task of the job) AI AI -------------------------------------------------------------------------------- AI AI AI AI AI AI AI **** AI (national intelligence) -------------------------------------------------------------------------------- AI AI AI AI (Physical AI) AI "
YouTube Link 2026-01-22T09:39Z [----] followers, [--] engagements
"AI: AI [--] (AI ) #ai ** AI . AI ** --------------------------------- AI5 AIUNESCOAIGeneration AIAI -------------------------------------------------------------------------------- [--]. AI AI AI AIAI100%AIAI Goldman Sachs AI AIAI [--]. AI1:99 AI 1%40%50%AI AI1%99% G7GoogleAmazonMicrosoftGDPNVIDIAGDP AI1%99% [--]. AI AIAI AI AIAI AICopilotAI [--]. AI AI AI context AI AI [--]. AI AI AI AI AIAI AIAI -------------------------------------------------------------------------------- AIAIAI AI"
YouTube Link 2025-12-07T06:24Z [---] followers, [---] engagements
"2026 2/22500+2500 [---] # 32% 15% [----] [--] 15% [----] BTA232 -------------------------------------------------------------------------------- 15% 50% 15% MFN 15% 15% 15% [----] -------------------------------------------------------------------------------- [---] [---] Lutnick [---] [---] [---] [---] -------------------------------------------------------------------------------- 2500+2500 2500+2500 [----] -------------------------------------------------------------------------------- 15% [----] [----] 90% 2500+2500 **** -------------------------------------------------------------------------------- "
YouTube Link 2026-01-16T09:06Z [----] followers, [---] engagements
"(2454) 1/2 AI Google CoWoS #ai #asics [--]. AI (**AI) MediaTek AI Google TSMCGoogle [--]. VIP LEVEL [----] VIP LEVEL [----] [----] 9% 9% [----] N2P [--]. CoWoS [----] [--] CoWoS AI AI CoWoS AI Tier-1 Tier-2 IC CoWoS [----] [-----] CoWoS 1.3% 2% [----] Google [--] [--] SoC 3.5D [--]. Google AI Google AI TPU [----] [-----] Broadcom vs. (Broadcom) AI TPU v7p 70% (MediaTek) AI Ironwood TPU v7e v8e I/O SerDes Google [--] Google Google Google 20% 30% Google [--]. [----] AI AI (Mobile) [----] 2nm (N2P) 36% On-deviceAI (Automotive) C-X1 [--] [--] [--] ASIC AI (Cloud AI) Google TPU Meta ASIC [----] ASIC [--] [----] ASIC 10-15% AI AI PC N1X"
YouTube Link 2026-01-19T13:42Z [----] followers, [---] engagements
"INTJ : INTJ #mbti #intj ** - INTJ ** INTJ [--]. INTJ (Ni) [--]. MBTI INTJ (Masking) (Integration) INTJ [--]. INTJ (Alan Turing) (Ni) (Nietzsche) (Ni) (Fi) (Elon Musk) (Ni) (Te) relentless INTJ [--]. INTJ (Te) (Ni) INTJ (Fi) Fi [--]. INTJ INTJ"
YouTube Link 2025-12-12T09:53Z [---] followers, [---] engagements
"Meta20Manus 1/2:AI AI WhatsApp IG Facebook #ai AI Meta Platforms20AIManus AIMetaMetaAI AIAIMetaAgentic Era -------------------------------------------------------------------------------- [--]. MetaManus AIAIGeneral AI Agent ManusManusset and forget Multi-agent Multi-model AIAnthropicClaudeQwen Manus's Computer ManusMeta Manus AI [--]. MetaAI MetaAIManus AIMeta ManusSaaS8ARR1Meta Meta AI AI MetaAIAI [--]. WhatsAppIG ManusMetaAI WhatsApp Business AI Instagram AIReels Facebook AI MetaAI [--]. AIGoogleOpenAI MetaAI OpenAI OpenAIOperatorManusGAIAOpenAI Deep Research Google GoogleGemini 3.0Project"
YouTube Link 2026-01-01T13:55Z [----] followers, [--] engagements
"2026 1/2 AGI Neuralink #ai ** [----] AI ** AI -------------------------------------------------------------------------------- [--]. [----] [----] 2026AGI2026 [----] Physical Embodiment Optimus V32026AI Self-Improving Intelligence 2026AI Human-Machine Interface Neuralink2026AI AIAI 2026AIAISpaceXStarship100 -------------------------------------------------------------------------------- [--]. 2026AI OptimusAI40%30% AI AI -------------------------------------------------------------------------------- [--]. [----] AI2030AI Universal High IncomeUBIAI SpaceXStarship2028-202930AI"
YouTube Link 2026-01-08T12:11Z [----] followers, [---] engagements
"AI: [----] (CCL) [----] (PCB) - AI (. ) AIGPUASIC(PCB)(2383)(2368)AIAI -------------------------------------------------------------------------------- [--]. AI AI(CCL)PCBPCBAI AI(Signal Integrity)CCLM8/M9PCBAI 20-30 AIM9AI2026-2027AI [--]. AI(Volume)(Value Per Box VPU) AI(UBB/OAM) CCL [----] 65-70%CCL 75% AI800G800G [----] (EPS16.0%) (13%) [--]. CSP AI(CSP) (AWS)OpenAIxAI CSPCSPAI CSPASIC [--]. [----] 2026PCB M9 Ibiden AI20252600(CAGR)35%203011670 [--]. AI(CPO) AI CCLM92025-2026AI 30-40% 35-45%AI 64%VPU (VPU)AI35%CAGR800G -------------------------------------------------------------------------------- AI"
YouTube Link 2025-11-18T15:36Z [---] followers, [--] engagements
"3443 2/2 [----] GPU ASIC #ai GPU ASIC [----] AI (** AI **) [--]. NVIDIA H100 Blackwell LLMTrainingInferenceTCO NVIDIA ASIC GUC 3443TSMC GPU [--]. 34.84% GUC VCA [--] [--] Early Access ASIC HBM4 IP CoWoS SoIC [--]. [----] [----] NRETurnkey [----] [------] 36.3% AI HPC 64% CSP [--]. SWOT ASIC (Strengths) N3P/N2CoWoS-S/R HBM4 IP AI Memory Wall GPU (Weaknesses) [----] Google 50%Turnkey (Opportunities) NVIDIA TCOCSP ASIC2026 ASIC 44.6% GPU 16.1% (Threats) Broadcom Marvell Broadcom Networking [--]. [----] [----] [---]. Google / 3nm TPU v5/v6 CPU / +50% [----] / [--] [---]. Tesla AI5 / AI (FSD) / 5% - 8% [----] / H100 AI [---]. HBM4 / /"
YouTube Link 2026-01-27T08:18Z [----] followers, [---] engagements
"2/22026 CES NVIDIA Alpamayo Tesla FSD #ai #tesla ChatGPT TeslaFSD CES [----] NVIDIA CEO Alpamayo AI ChatGPT Alpamayo FSD [--]. AI vs. AI AI NVIDIA Alpamayo AI Vision-Language-Action (VLA)chain-of-thought reasoning AI Tesla FSD [--] Tesla FSD NVIDIA Alpamayo Vision-Language-Action (VLA) + + + [--]. vs. Android Tesla FSD HW4 NVIDIA Alpamayo Android Mercedes-Benz [----] CLA Robotaxi NVIDIA [--]. long tail problem Elon Musk 99% long tail distribution Tesla AI Ashok Elluswamy Alpamayo AI FSD 1% [--]. NVIDIA Tesla Alpamayo FSD Tesla FSD RobotaxiAlpamayo Robotaxi Tesla Elon Musk Alpamayo [--] [--] FSD Tesla"
YouTube Link 2026-01-07T04:34Z [----] followers, [---] engagements
"(CSP) AI (ASIC) GoogleAWSMetaMicrosoft #ai # NvidiaGPUGoogleAWSMicrosoftMetaAIASICAIAI [--]. 2025AI ASIC [--]. Google TPU () [--]. AWS Trainium () [--]. Meta MTIA () [--]. Microsoft ASIC () GoogleTPUTensor Processing UnitGoogle Cloud20251520 Meta2025-2026100150BroadcomMTIA T-V1MetaGoogleAWS AI [--]. AI AWSMicrosoftGoogleAI AWSAIMicrosoftAIOfficeWindowsGoogleTPU [--]. Microsoft Microsoft + B2BAWSB2CGoogleASIC (Different Strategic Priority): MicrosoftOpenAICopilotOfficeWindowsTeams GPU (Existing GPU Advantage): NvidiaMicrosoft AzureGPU (Long-term Plan): MicrosoftASIC2027Nvidia MicrosoftASIC [--]. OpenAI"
YouTube Link 2025-12-05T15:59Z [---] followers, [--] engagements
"Google 1/2 AI [----] Aluminium AndroidChromeOS SWOT #ai Google850910930AI Googleagentic intelligence -------------------------------------------------------------------------------- [--]. AIGoogle AIGoogleAI [---] AI GoogleAI Gemini (App Canvas Gems): ChatGPTAIGeminiGoogleGmail Drive NotebookLM: PDFYouTubeNotebookLMAudio OverviewsAIPodcast Nano Banana (): AI AI (AI Overviews & AI Mode): AIAI OverviewsAIAI Mode2025AI Mode7500 [---] GoogleAI Google Cloud & Vertex AI: Google CloudAIVertex AIAIModel Garden200Gemini 3AIAgent Builder Gemini Enterprise & Business:"
YouTube Link 2026-01-13T04:53Z [----] followers, [---] engagements
"AI ( . ) AI3AI2000 vs [--] -------------------------------------------------------------------------------- [--]. 95%AI AIMIT95%AIAI20232024358000AI AIAI OpenAISam AltmanAI AI AI -------------------------------------------------------------------------------- [--]. AI NeocloudMetaGoogle SPVMetaBlue OwlHyperionBeignet Investor LLC27325A+MetaMeta CoreWeaveNeocloudBlackstoneGPUAICoreWeave / SPV/Neocloud [--------] -------------------------------------------------------------------------------- [--]. AI Nvidia221265%2000Amazon27OpenAI2025130Oracle600Nvidia AppleMetaMicrosoftNvidiaAI AI2000"
YouTube Link 2025-11-16T05:49Z [---] followers, [--] engagements
"AI AI ******** --- ### IC ASIC AI CSPs GPU TCO ASIC ASIC ASIC [----] [---] #### [--]. ASIC IC * -KY (Alchip) ** AI/HPC ASIC 2.5D/3DIC CoWoS 2 ** CSP AWS [----] AWS Trainium [--] Trainium [--] * ** (MediaTek) ** ** ASIC [--] [--] 224G/448G SerDes IP CoWoS ** Meta MTIA v4 ASIC [----] [----] * **** IC ASIC ASIC Layout **** #### [--]. OSAT AI CoWoS * ** (Powertech) FOPLP ** FOPLPFOPLP **** CoWoS AI GPUHPU CPU * PCB/CCL ** ASIC PCB **** PCB **** CCL ### AI NVIDIA GB200TDP 2700W 1000W AI [----] [----] 45% 50% #### [--]. **** * ** (Delta) AI CDUSidecar * **** ** (AVC) ** (Auras)"
YouTube Link 2025-11-14T15:55Z [---] followers, [---] engagements
"(6414) AI [--] AI 6414IPC [----] AI XaaS/ESaaS Digital Twin AI Honeywell 6% 9.8% Siemens 10% AI [--] 1/4 6% 10% AI [----] [----] B/B Ratio NCR VOYIX AI AI POS Stickiness NVIDIA [--]. Advantech Kontron One Company One Brand [--]. NVIDIA NVIDIA AI Isaac Metropolis AI Edge AI AI [----] AI 15% AI (Cloud AI Computing) [----] 80% AI (Edge AI Hardware): AI [----] 40% AI End-to-EndAI AIoT [----] [---] [----] [---] 26% [--]. AI AI [--]. AI NVIDIA Isaac AMR [--]. AIoT NCR NVIDIA NVIDIANCR"
YouTube Link 2025-11-17T15:24Z [---] followers, [--] engagements
"20262/2: - TSMC ASIC AI #ai [----] [--]. AI AI [----] [----] -------------------------------------------------------------------------------- [--]. [----] [----] [----] [----] [----] [----] 7% 8% (CAGR) [----] -------------------------------------------------------------------------------- [--]. Foundry [---] [----] Foundry [---] + + (SLT) [----] N22Nanosheet AI 58% 62% 2% 4% N2/N1.6 Foundry [---] [--] [----] 73.1% -------------------------------------------------------------------------------- [--]. (More than Moore) [----] * () / 20% / CoWoS * (SLT) / 20% - 25% / * / 3% - 5% / Chiplets AI (SLT) CoWoS [----] [--] 9"
YouTube Link 2026-01-24T11:12Z [----] followers, [----] engagements
"2026 1/22500+2500 [---] # 32% 15% [----] [--] 15% [----] BTA232 -------------------------------------------------------------------------------- 15% 50% 15% MFN 15% 15% 15% [----] -------------------------------------------------------------------------------- [---] [---] Lutnick [---] [---] [---] [---] -------------------------------------------------------------------------------- 2500+2500 2500+2500 [----] -------------------------------------------------------------------------------- 15% [----] [----] 90% 2500+2500 **** -------------------------------------------------------------------------------- "
YouTube Link 2026-01-16T08:46Z [----] followers, [--] engagements
"Google AI: Google Google - OpenA Siri Google #ai AIWarren Buffett AlphabetAI -------------------------------------------------------------------------------- [--]. Berkshire Hathaway202513FAlphabet17854313F Charlie Munger2004IPOGEICO AIAlphabetAI -------------------------------------------------------------------------------- [--]. AI AIAI2.0SiriAI 2026112GeminiSiriApple Intelligence Apple Foundation Models Dan IvesCEOTim CookCEOSundar PichaiAIAI24iOSGeminiAIOpenAIChatGPT -------------------------------------------------------------------------------- [--]. 2026112Alphabet 20222023AItoast202568%2009 "
YouTube Link 2026-01-13T14:59Z [----] followers, [---] engagements
"(3013) vs ( . ) AI3013 -------------------------------------------------------------------------------- [--]. AI NVIDIAGB300ASIC ""(Sidecar)(Manifold) 2022CSP [--]. AIMeta AIAI MetaMinervaBroadcomASICSidecar 2026MetaGB30070002026Meta ASICORW MetaMicrosoftDellHPETier [--] [--]. AI821030173324 ODM JDM28.87%17.5%70%AICSP (Meta)CSP51%25%Meta [--]. AISWOT (Strengths): MetaASICGB300 Sidecar2025Sidecar AI (Weaknesses): Meta (Opportunities): SidecarAIMetaSidecar400 MetaCSP (Threats): AI [--]. [----] [------------] MetaGB30070002025Sidecar2026 35%2026 AI [--]. [--]. Meta GB300 [--]. Meta"
YouTube Link 2025-11-20T16:03Z [---] followers, [--] engagements
"MBTI LINEMBTIMBTIENFPINTJINFJ"
YouTube Link 2025-10-19T07:37Z [--] followers, [--] engagements
"Nvidia 2/2 Alpamayo [----] #ai #nvidia ChatGPT Nvidia CES [----] Alpamayo ChatGPT Nvidia Alpamayo Nvidia Alpamayo Nvidia -------------------------------------------------------------------------------- [--]. Alpamayo Alpamayo long-tail scenariosAlpamayo reasoningChain-of-Causation AI Nvidia Nvidia Alpamayo Tesla FSD Google (Waymo) * Nvidia Alpamayo Android / / * Tesla FSD / / Tesla * Google Waymo Robotaxi / / (Robotaxi) -------------------------------------------------------------------------------- [--]. Nvidia Android Alpamayo Nvidia Android Nvidia GPU/ AI 1) ( SoC/GPU)2) 3) OTA 4) Robotaxi "
YouTube Link 2026-01-10T15:07Z [----] followers, [---] engagements
"AI : [--] AI AI AIAIAIAgentAI -------------------------------------------------------------------------------- [--]. AI AI (Agentic AI) AIAI A. AI (agentic commerce)AI AI (Agentic shopping)App B. 175%AI AIAI2024-2029CAGR 175%AI2022-202790%GreylockSequoiaAndreessen Horowitz -------------------------------------------------------------------------------- [--]. 20262027AppleGoogleMetaAI A. Google B. Apple: 20271000AR/VR Google: Warby Parker2026AI Meta: Ray-Ban2002027Phoenix -------------------------------------------------------------------------------- [--]. (Ambient Intelligence) A. AI 202795% "
YouTube Link 2025-12-22T17:40Z [---] followers, [---] engagements
"(2454) 2/2 AI Google CoWoS #ai #asics [--]. AI (**AI) MediaTek AI Google TSMCGoogle [--]. VIP LEVEL [----] VIP LEVEL [----] [----] 9% 9% [----] N2P [--]. CoWoS [----] [--] CoWoS AI AI CoWoS AI Tier-1 Tier-2 IC CoWoS [----] [-----] CoWoS 1.3% 2% [----] Google [--] [--] SoC 3.5D [--]. Google AI Google AI TPU [----] [-----] Broadcom vs. (Broadcom) AI TPU v7p 70% (MediaTek) AI Ironwood TPU v7e v8e I/O SerDes Google [--] Google Google Google 20% 30% Google [--]. [----] AI AI (Mobile) [----] 2nm (N2P) 36% On-deviceAI (Automotive) C-X1 [--] [--] [--] ASIC AI (Cloud AI) Google TPU Meta ASIC [----] ASIC [--] [----] ASIC 10-15% AI AI PC N1X"
YouTube Link 2026-01-19T14:40Z [----] followers, [----] engagements
"2026AI 2/217 EPS ( . ) # #ai ** AI ** [---] AI 2026AIAI3400035000 2026GPUASIC 2026EPS12AI [---] 2026EPS [---] (3013) EPS 105% SidecarMIM [---] (6805) EPS 93.5% AIManifoldUQDGB300 [---] -KY (3661) EPS 92.3% ASICAWSTrainium [-----] AI ASIC [---] (3324) EPS 90.0% Cold PlateCDUGB300Rubin [---] (3443) EPS 50.5% TeslaAI5AIAIAINRE Tape-outAI [---] (3017) EPS 48.0% 55% [---] (6239) EPS 38%48% AIFOPLP2026 [---] (8210) EPS 34%45% AINVIDIA Blackwell2026 [----] [---] (2308) EPS 42.36% AIAI AI [----] (2330) EPS 25%40% AI35CoWoS2026 [----] (2317) EPS 26.0% GB200/GB300 AI [----] (6669) EPS 18.5% "
YouTube Link 2025-12-19T12:01Z [---] followers, [---] engagements
"Meta20Manus 2/2:AI AI WhatsApp IG Facebook #ai AI Meta Platforms20AIManus AIMetaMetaAI AIAIMetaAgentic Era -------------------------------------------------------------------------------- [--]. MetaManus AIAIGeneral AI Agent ManusManusset and forget Multi-agent Multi-model AIAnthropicClaudeQwen Manus's Computer ManusMeta Manus AI [--]. MetaAI MetaAIManus AIMeta ManusSaaS8ARR1Meta Meta AI AI MetaAIAI [--]. WhatsAppIG ManusMetaAI WhatsApp Business AI Instagram AIReels Facebook AI MetaAI [--]. AIGoogleOpenAI MetaAI OpenAI OpenAIOperatorManusGAIAOpenAI Deep Research Google GoogleGemini 3.0Project"
YouTube Link 2026-01-01T14:53Z [----] followers, [---] engagements
"3443 1/2 [----] GPU ASIC #ai GPU ASIC [----] AI (** AI **) [--]. NVIDIA H100 Blackwell LLMTrainingInferenceTCO NVIDIA ASIC GUC 3443TSMC GPU [--]. 34.84% GUC VCA [--] [--] Early Access ASIC HBM4 IP CoWoS SoIC [--]. [----] [----] NRETurnkey [----] [------] 36.3% AI HPC 64% CSP [--]. SWOT ASIC (Strengths) N3P/N2CoWoS-S/R HBM4 IP AI Memory Wall GPU (Weaknesses) [----] Google 50%Turnkey (Opportunities) NVIDIA TCOCSP ASIC2026 ASIC 44.6% GPU 16.1% (Threats) Broadcom Marvell Broadcom Networking [--]. [----] [----] [---]. Google / 3nm TPU v5/v6 CPU / +50% [----] / [--] [---]. Tesla AI5 / AI (FSD) / 5% - 8% [----] / H100 AI [---]. HBM4 / /"
YouTube Link 2026-01-26T15:41Z [----] followers, [---] engagements
"MBTI INTJ : INTJ ( . ) #mbti #intj # INTJ INTJ INTJ INTJ -------------------------------------------------------------------------------- * * * Te -------------------------------------------------------------------------------- INTJ -------------------------------------------------------------------------------- INTJ -------------------------------------------------------------------------------- + [--]. [--]. [--]. -------------------------------------------------------------------------------- ✍ 🏃 📓 INTJ"
YouTube Link 2025-11-29T15:31Z [---] followers, [---] engagements
"Google [--] AI [--] Google Google AI #ai Google shares [--] AI tips from [----] https://blog.google/technology/ai/ai-tips-2025/ Google40AI TechNews https://share.google/UJmyp6LU1be3d5LIs --------------------- AI [--] Google AI AI AI Google AI Google AI AI AI AI -------------------------------------------------------------------------------- [--]. AI AI Google AI AI "" -------------------------------------------------------------------------------- [--]. P Google AI AI -------------------------------------------------------------------------------- [--]. Google AI """
YouTube Link 2025-12-30T05:35Z [----] followers, [---] engagements
"20261/2: - TSMC ASIC AI #ai [----] [--]. AI AI [----] [----] -------------------------------------------------------------------------------- [--]. [----] [----] [----] [----] [----] [----] 7% 8% (CAGR) [----] -------------------------------------------------------------------------------- [--]. Foundry [---] [----] Foundry [---] + + (SLT) [----] N22Nanosheet AI 58% 62% 2% 4% N2/N1.6 Foundry [---] [--] [----] 73.1% -------------------------------------------------------------------------------- [--]. (More than Moore) [----] * () / 20% / CoWoS * (SLT) / 20% - 25% / * / 3% - 5% / Chiplets AI (SLT) CoWoS [----] [--] 9"
YouTube Link 2026-01-24T10:07Z [----] followers, [---] engagements
"Nvidia 1/2 Alpamayo [----] #ai #nvidia ChatGPT Nvidia CES [----] Alpamayo ChatGPT Nvidia Alpamayo Nvidia Alpamayo Nvidia -------------------------------------------------------------------------------- [--]. Alpamayo Alpamayo long-tail scenariosAlpamayo reasoningChain-of-Causation AI Nvidia Nvidia Alpamayo Tesla FSD Google (Waymo) * Nvidia Alpamayo Android / / * Tesla FSD / / Tesla * Google Waymo Robotaxi / / (Robotaxi) -------------------------------------------------------------------------------- [--]. Nvidia Android Alpamayo Nvidia Android Nvidia GPU/ AI 1) ( SoC/GPU)2) 3) OTA 4) Robotaxi "
YouTube Link 2026-01-10T13:04Z [----] followers, [--] engagements
"AI 2/2 : AI OSAT AI NVIDIA H100Blackwell [--] [--] AI AI HBM AI 2.5D 3D Fabric Advanced Packaging 2.5D ( CoWoS-L) AI Organic Interposer LSI CoWoS-LCoWoS-S NVIDIA Blackwell AMD CPUVenice 3D ( SoIC)AMD Venice N2 CoWoS-L SoIC (FOPLP) 600x600mm 700x700mm [--] 2024-2026 ICPMIC/RF 2027-2028 AI GPU AI [--]. (Interposer) CoWoS-L RDL [--]. ASIC AI GPU ASIC-KY (Alchip) (MediaTek) [----] CoWoS -KY AWS Trainium [--] [----] [--] [--] [----] [--] [--]. HBM AI HBM 2nm SoC [--] HBM [-----] CoWoS [----] [---] [----] [----] [--] (TSMC): CoWoS-L SoIC Apple NVIDIA OSAT (Technology Definer) (Scaling Engine) WoS (Wafer on Substrate) CoW "
YouTube Link 2026-01-17T15:40Z [----] followers, [---] engagements
": AI-2026 [--] (2026 https://youtu.be/7ThnimzTW7csi=8-ZkAJxf1jt6mTqC) NVIDIA -------------------------------------------------------------------------------- ** takeaway 1** Character NVIDIA 100% -------------------------------------------------------------------------------- ** takeaway 2** CEO Colette Kress22 NVIDIA -------------------------------------------------------------------------------- ** takeaway 3** NVIDIA [--] -------------------------------------------------------------------------------- ** takeaway 4** CEOunwilling CEO GTC Keynote scares the living daylights out of me CEO"
YouTube Link 2026-01-21T14:56Z [----] followers, [--] engagements
"(6239) FOPLP AI ( . ) **** **AI ** FOPLP AI ** FOPLP AI FOPLP ------ * ** + / [----] FOPLP AI ## [----] ### [--]. [----] AIHPC * **** [-----] [----] [--] 20.22% [----] * **** ** IC 44%**DRAM 24%NAND Flash 22%SiP 10% IC * **** DRAM NAND Flash SSD * **** FCBGA ** * FOPLP ** FOPLP ### [--]. [----] [---] **FOPLP [--] ** [---] FOPLP Tera Probe Tera Power [---] HPCAI ADAS ## AI FOPLP ### [--]. NAND FlashDRAM SSD * **** (Micron) (Kioxia) (SK Hynix) (Kingston) (Intel) ### [--]. * **HBM ** [----] ** HBM2 ** DRAM HBM [----] [----] * **AI ** AI FOPLP [----] * **** NVIDIA ** AI ** * **** Tera Probe 2.5D/3D IC ## FOPLP ### 1."
YouTube Link 2025-11-11T11:06Z [---] followers, [--] engagements
"AI Nvidia AI 2/2 [--] AI [----] WEF #ai NVIDIA AI [--] AINVIDIA AI AI AI -------------------------------------------------------------------------------- AI AI AI AI TSMCFoxconnWistronQuantaMicronSK SK HynixSamsung AI -------------------------------------------------------------------------------- AI AI (purpose of the job) (task of the job) AI AI -------------------------------------------------------------------------------- AI AI AI AI AI AI AI **** AI (national intelligence) -------------------------------------------------------------------------------- AI AI AI AI (Physical AI) AI "
YouTube Link 2026-01-22T09:45Z [----] followers, [---] engagements
"CES 2/2 CHATGPT Alpamayo / GR00T / AI Vera Rubin #ces #ai NVIDIA CES AI NVIDIA Jensen Huang CES [----] CES AI AI AI -------------------------------------------------------------------------------- [--]. [--] [--] reset programmingtraining AI -------------------------------------------------------------------------------- [--]. AIChatGPT AIPhysical AI AI AI AI (Training Computer) AI (Simulation Computer) AI NVIDIA Omniverse Cosmos (Inference Computer) Jetson Thor ChatGPT -------------------------------------------------------------------------------- [--]. AIAlpamayo Alpamayo reasoninglong tail"
YouTube Link 2026-01-06T09:57Z [----] followers, [----] engagements
"1/2 "" ( QT ) AI #ai [----] [--] [--] Kevin WarshFed Central Casting -------------------------------------------------------------------------------- Morgan StanleyM&A [----] [--] [----] G20 Market Plumbing -------------------------------------------------------------------------------- Institutional Orthodoxy 5% 9.1% [----] [-------] 13% 26.7% 10x Research -------------------------------------------------------------------------------- -QT 1% QEGrand Bargain [--]. Scott BessentMBS [--]. - [----] [----] Accord [--]. QT Main StreetWall Street"
YouTube Link 2026-01-31T01:11Z [----] followers, [---] engagements
"(): 2/2 / Kevin Warsh [----] [--] [--] Kevin WarshFedData DependentRegime Change Paradigm Shift-Warsh-Bessent [----] AI [----] [----] 3.0% - 3.5% - (New Accord) [---] MBSReserve Scarcity ------------------------------------------------- (Quality Growth) AI P/E AI EPS Bear Steepening [--] Term Premium [--] 4.25% - 4.5% 9.1% [-------] 26.7% (BTC) 10x Research MBS MBS [--] [--]. [--]. Short Duration 3"
YouTube Link 2026-02-01T11:09Z [----] followers, [---] engagements
"AI ASIC : () -KY ( . ) #ai # AI ASIC ASIC AICSPAmazonGoogleMicrosoftGPUAIASICIC-KYAI -------------------------------------------------------------------------------- [--]. -KY (Alchip) AI ASIC Integrated Logistic Support ILSNRERTL to GDSII orchestrating (Strengths): HPCAI ASIC796%2 CSPAmazon AWSCoWoS (Weaknesses): 81%60% (Opportunities): AIAWSAITrainium 3Trainium [---] IC2026 (Threats): ASICMarvellBroadcomNVIDIA NVIDIAIntel AI -------------------------------------------------------------------------------- [--]. (GUC) ASIC (Strengths): AIMLHBMIPMicrosoft MaiaAI (Weaknesses): TurnkeyCoWoS "
YouTube Link 2025-11-28T14:56Z [----] followers, [----] engagements
"(): 1/2 / Kevin Warsh [----] [--] [--] Kevin WarshFedData DependentRegime Change Paradigm Shift-Warsh-Bessent [----] AI [----] [----] 3.0% - 3.5% - (New Accord) [---] MBSReserve Scarcity ------------------------------------------------- (Quality Growth) AI P/E AI EPS Bear Steepening [--] Term Premium [--] 4.25% - 4.5% 9.1% [-------] 26.7% (BTC) 10x Research MBS MBS [--] [--]. [--]. Short Duration 3"
YouTube Link 2026-02-01T09:52Z [----] followers, [--] engagements
"2026 1/2AI AI [--]. AI [----] Marc AndreessenSoftware is Eating the World SaaS2026 Paradigm shift of valuation logicKodak moment Google [----] AI Agentic AI AI SaaS [--]. [----] [--] [--] [--] Software-mageddon [--] [----] SaaS Seat-based pricing SaaS Seats Claude Opus [---] Cowork Forward P/E [----] 35x-39x 20x-21x GUI GUI AI API HeadlessNo GUIBypassed Service-as-Software AI Vibe Coding Google 25% 35% AI SaaS AI [----] [----] [----] AI AI [--]. Salesforce (CRM) Adobe (ADBE) SaaS 7% AI Thomson Reuters (TRI) Intuit (INTU) Anthropic Claude Cowork Thomson Reuters 16% AI IT Wipro Infosys AI (MSFT) Azure OpenAI ServiceNow"
YouTube Link 2026-02-11T15:26Z [----] followers, [--] engagements
"AI 1/2 [--] CoWoS EMIB FOPLP CPO #ai AI [--] [--] [----] AI PPAC AI Quote AI chokepoint chokepoint TechInsights [----] IC Heterogeneous IntegrationSoCGPU/CPUHBM4Chiplets 2.5D 3D SoC SiPMemory Wall LLM AI [----] Structurally Oversubscribed [----] CoWoS [---] NVIDIA TSMC 60% Quote [----] CoWoS [----] Rubin Morgan Stanley [----] AI [--]. CoWoS () AI Silicon Interposer 2.5D Reticle Limit CoWoS-L 2026-2027 [--] [--] SWOT HBM4 BOM 50-70% ASMPT BESI [--]. CoPoS () FOPLP GPU CoPoSChip on Panel on Substrate NVIDIA AMD 600x600mm [--] 87% CoWoS 20-30% Powertech 90% [----] 95% [--]. CPO () [----] CPO AI TSMC COUPE CoWoS [--]. EMIB"
YouTube Link 2026-01-30T15:51Z [----] followers, [---] engagements
"2026 2/2AI AI [--]. AI [----] Marc AndreessenSoftware is Eating the World SaaS2026 Paradigm shift of valuation logicKodak moment Google [----] AI Agentic AI AI SaaS [--]. [----] [--] [--] [--] Software-mageddon [--] [----] SaaS Seat-based pricing SaaS Seats Claude Opus [---] Cowork Forward P/E [----] 35x-39x 20x-21x GUI GUI AI API HeadlessNo GUIBypassed Service-as-Software AI Vibe Coding Google 25% 35% AI SaaS AI [----] [----] [----] AI AI [--]. Salesforce (CRM) Adobe (ADBE) SaaS 7% AI Thomson Reuters (TRI) Intuit (INTU) Anthropic Claude Cowork Thomson Reuters 16% AI IT Wipro Infosys AI (MSFT) Azure OpenAI ServiceNow"
YouTube Link 2026-02-11T15:39Z [----] followers, [---] engagements
"AI #ai -KY (3661) AI/HPC ASIC 3/2 CoWoS AWS Trainium 3/4 [----] EPS 25.7% NVIDIA Intel/OpenAI"
YouTube Link 2025-09-29T11:31Z [----] followers, [---] engagements
"Meta [----] 1/2: AI [----] MTIA ASIC TSMC #ai [--]. [----] (Silicon Shock) (AI) Meta Mark Zuckerberg [----] (Personal Superintelligence) Meta [--]. [----] Meta (MSL) Meta [----] (CapEx) [----] [----] [---] GDP Meta Meta (MSL) AI Alexandr Wang Meta MetaCompute [----] [---] GW Oklo TerraPowerMeta (AALC) (DLC) 20kW 120kW AI Meta (Corning) [--] AI Mark Zuckerberg Meta [--]. Manus AI [----] Meta [--] [--] AI Manus AI Meta AI AI (AI Agent) Manus Manus Meta (COO) Javier Olivan Manus AI Manus [--] [----] (ARR) [---] Token(Execution Layer) Manus ComputerAI WhatsApp Meta Manus [--]. [----] Avocado Mango Meta [----] Avocado () Mango ()"
YouTube Link 2026-01-30T05:36Z [----] followers, [---] engagements
"AI ASIC : Nvidia(Google AWS Meta Microsoft)- KY M31 AINvidia GPU CUDA AI Nvidia Cloud Service Providers CSPs GoogleAWSMeta AI ASIC AI AI -------------------------------------------------------------------------------- [--]. CSP AI ASIC Nvidia AI ASIC CNBC Bebooja AI ASIC Google TPU ★★★★★ [------] ASIC AWS Trainium / Inferentia ★★★★☆ [------] ASIC Meta MTIA ★★★☆☆ [------] ASIC Nvidia Microsoft Maia ★★☆☆☆ [----] OpenAI ASIC Google AWS Meta AI Microsoft OpenAI [--]. AI ASIC GPU ASIC 7% AI ASIC AI ASIC GPU TrendForce AI ASIC 44.6% GPU 16.1% [--]. (Massive Inference Cost Pressure): AI Inference ASIC GPU"
YouTube Link 2025-12-03T08:22Z [----] followers, [---] engagements
"AI 2/2 [--] CoWoS EMIB FOPLP CPO #ai AI [--] [--] [----] AI PPAC AI Quote AI chokepoint chokepoint TechInsights [----] IC Heterogeneous IntegrationSoCGPU/CPUHBM4Chiplets 2.5D 3D SoC SiPMemory Wall LLM AI [----] Structurally Oversubscribed [----] CoWoS [---] NVIDIA TSMC 60% Quote [----] CoWoS [----] Rubin Morgan Stanley [----] AI [--]. CoWoS () AI Silicon Interposer 2.5D Reticle Limit CoWoS-L 2026-2027 [--] [--] SWOT HBM4 BOM 50-70% ASMPT BESI [--]. CoPoS () FOPLP GPU CoPoSChip on Panel on Substrate NVIDIA AMD 600x600mm [--] 87% CoWoS 20-30% Powertech 90% [----] 95% [--]. CPO () [----] CPO AI TSMC COUPE CoWoS [--]. EMIB"
YouTube Link 2026-01-30T16:23Z [----] followers, [----] engagements
"200GroqICAI 2025AINVIDIA200AIInferenceGroqquasi-acquisitionJonathan Rossacquihire AIAIAITrainingAIInferenceAIIC [--]. 200Groq GroqAIJonathan RossSunny Madra GroqIntuitionLabsEE TimesGroqGroq IntuitionLabs200Groq692.9GroqAIGPU [--]. LPUGPUGroq AITrainingAIGPUInferenceGroqLPU GroqLPUGPUGPU GroqLPUSRAMGPUHBM10LPUGPUAIAI Agentstokens GroqNVIDIA AI FactoryAI [--]. NVLink Fusion AICSPsGoogleAmazonASIC TrendForce2026CSPsASIC44.6%GPU16.1%NVIDIA NVLink FusionASIC NVLinkCPUASICGPUAI [--]. ICNVLink ICNVLink FusionMediaTekAlchipGlobal Unichip GUC AI ASICI/OAI ASICNVLink FusionASIC TSIAIC202416.8%NVLink Fusion 5."
YouTube Link 2025-12-27T16:32Z [----] followers, [----] engagements
"Meta [----] 2/2: AI [----] MTIA ASIC TSMC #ai [--]. (AI /😅) [----] (Silicon Shock) (AI) Meta Mark Zuckerberg [----] (Personal Superintelligence) Meta [--]. [----] Meta (MSL) Meta [----] (CapEx) [----] [----] [---] GDP Meta Meta (MSL) AI Alexandr Wang Meta MetaCompute [----] [---] GW Oklo TerraPowerMeta (AALC) (DLC) 20kW 120kW AI Meta (Corning) [--] AI Mark Zuckerberg Meta [--]. Manus AI [----] Meta [--] [--] AI Manus AI Meta AI AI (AI Agent) Manus Manus Meta (COO) Javier Olivan Manus AI Manus [--] [----] (ARR) [---] Token(Execution Layer) Manus ComputerAI WhatsApp Meta Manus [--]. [----] Avocado Mango Meta [----] Avocado ()"
YouTube Link 2026-01-30T07:47Z [----] followers, [---] engagements
"2/2 "" ( ) AI #ai [----] [--] [--] Kevin WarshFed Central Casting -------------------------------------------------------------------------------- Morgan StanleyM&A [----] [--] [----] G20 Market Plumbing -------------------------------------------------------------------------------- Institutional Orthodoxy 5% 9.1% [----] [-------] 13% 26.7% 10x Research -------------------------------------------------------------------------------- -QT 1% QEGrand Bargain [--]. Scott BessentMBS [--]. - [----] [----] Accord [--]. QT Main StreetWall Street"
YouTube Link 2026-01-31T06:02Z [----] followers, [---] engagements
"3443 AI SWOT ( . ) @ai GUC [----] -- ## 3443.TW ### [----] ASIC [----] #### [--]. * **** [----] [--] [------] 24.2%H1 [----] [-----] 5.8% 32.5% * **** ** 64%** 15% * **** IC System House [----] 69% #### [--]. TSMC [--] /5 * **** [--------] **** * **** **** * **** CSP AI **** ### AI * **** [----] [--] [--] ** 59%** * CSP CSP AI * CSP ** ** (Microsoft)Meta Platforms (Meta) (Amazon) * CSP IP * CSP 25% CSP ** 30%** * **** ADASAIHPC ### ASIC #### [--]. * ** (Alchip Technologies)** AI ASIC * ** (Faraday Technology)** SoC IP * ** (Silicon Motion)** * **** (3228) (3529) IP/ #### [--]. ******** ASIC * **** GUC IP SoC *"
YouTube Link 2025-11-07T09:43Z [----] followers, [---] engagements
"AI 2/2 CEO CEO (KSF) AI #ai [--]. AI IBM AI [--] AIAI AI (Agentic AI) [--]. AI AI Capgemini IBM AI AI Copilot AI (Autonomy) (Action)Capgemini [----] [----] AI API CRMERP API (Model Context Protocol MCP) [--]. AI (Enterprise Workflow) Salesforce (Agentforce)ServiceNow (Now Assist) SAP IT (Coding & Engineering) Anysphere (Cursor) [---] (ARR) [--] Replit [----] [--] Devin (Cognition AI) AI (Customer Service) Salesforce Sierra [---] [--] (7 ) [--] ARR (Vertical AI) Harvey AI ( [--] ) Hippocratic AI HIPAA [--]. CEO McKinsey IBM (Agentic Organization) McKinsey [--] [--] [--] [---] (Agent Factory) (Above the loop) AI McKinsey"
YouTube Link 2026-02-15T09:49Z [----] followers, [--] engagements
"AI 1/2 CEO CEO (KSF) AI #ai [--]. AI IBM AI [--] AIAI AI (Agentic AI) [--]. AI AI Capgemini IBM AI AI Copilot AI (Autonomy) (Action)Capgemini [----] [----] AI API CRMERP API (Model Context Protocol MCP) [--]. AI (Enterprise Workflow) Salesforce (Agentforce)ServiceNow (Now Assist) SAP IT (Coding & Engineering) Anysphere (Cursor) [---] (ARR) [--] Replit [----] [--] Devin (Cognition AI) AI (Customer Service) Salesforce Sierra [---] [--] (7 ) [--] ARR (Vertical AI) Harvey AI ( [--] ) Hippocratic AI HIPAA [--]. CEO McKinsey IBM (Agentic Organization) McKinsey [--] [--] [--] [---] (Agent Factory) (Above the loop) AI McKinsey"
YouTube Link 2026-02-15T08:35Z [----] followers, [--] engagements
"2026 AI 2/2 AI: Copilot Claude (Anthropic) Cowork #ai [--]. Claude AI Claude COWORK AI AI Agentic AI AI AI Agentic ROI -------------------------------------------------------------------------------- [--]. Microsoft Copilot (AI vs. Claude COWORK AI AssistantsAgents Microsoft CopilotAI Copilot Prompts Office [---] Claude AICOWORK Autonomous AgentsReasoning AI Devin Guardrails AI -------------------------------------------------------------------------------- [--]. Capgemini [----] AI Fei-Fei Li I. [---] [----] AI 80% [---] AI [----] AI [----] 93% [--] AI II. 43% 27% AI AI III. IT [--] IT AI AI Level [--] Level"
YouTube Link 2026-02-14T14:34Z [----] followers, [--] engagements
"2026 AI 1/2 AI: Copilot Claude (Anthropic) Cowork #ai [--]. Claude AI Claude COWORK AI AI Agentic AI AI AI Agentic ROI -------------------------------------------------------------------------------- [--]. Microsoft Copilot (AI vs. Claude COWORK AI AssistantsAgents Microsoft CopilotAI Copilot Prompts Office [---] Claude AICOWORK Autonomous AgentsReasoning AI Devin Guardrails AI -------------------------------------------------------------------------------- [--]. Capgemini [----] AI Fei-Fei Li I. [---] [----] AI 80% [---] AI [----] AI [----] 93% [--] AI II. 43% 27% AI AI III. IT [--] IT AI AI Level [--] Level"
YouTube Link 2026-02-14T14:10Z [----] followers, [--] engagements
"2026 2/2AI AI [--]. AI [----] Marc AndreessenSoftware is Eating the World SaaS2026 Paradigm shift of valuation logicKodak moment Google [----] AI Agentic AI AI SaaS [--]. [----] [--] [--] [--] Software-mageddon [--] [----] SaaS Seat-based pricing SaaS Seats Claude Opus [---] Cowork Forward P/E [----] 35x-39x 20x-21x GUI GUI AI API HeadlessNo GUIBypassed Service-as-Software AI Vibe Coding Google 25% 35% AI SaaS AI [----] [----] [----] AI AI [--]. Salesforce (CRM) Adobe (ADBE) SaaS 7% AI Thomson Reuters (TRI) Intuit (INTU) Anthropic Claude Cowork Thomson Reuters 16% AI IT Wipro Infosys AI (MSFT) Azure OpenAI ServiceNow"
YouTube Link 2026-02-11T15:39Z [----] followers, [---] engagements
"2026 1/2AI AI [--]. AI [----] Marc AndreessenSoftware is Eating the World SaaS2026 Paradigm shift of valuation logicKodak moment Google [----] AI Agentic AI AI SaaS [--]. [----] [--] [--] [--] Software-mageddon [--] [----] SaaS Seat-based pricing SaaS Seats Claude Opus [---] Cowork Forward P/E [----] 35x-39x 20x-21x GUI GUI AI API HeadlessNo GUIBypassed Service-as-Software AI Vibe Coding Google 25% 35% AI SaaS AI [----] [----] [----] AI AI [--]. Salesforce (CRM) Adobe (ADBE) SaaS 7% AI Thomson Reuters (TRI) Intuit (INTU) Anthropic Claude Cowork Thomson Reuters 16% AI IT Wipro Infosys AI (MSFT) Azure OpenAI ServiceNow"
YouTube Link 2026-02-11T15:26Z [----] followers, [--] engagements
"(): 2/2 / Kevin Warsh [----] [--] [--] Kevin WarshFedData DependentRegime Change Paradigm Shift-Warsh-Bessent [----] AI [----] [----] 3.0% - 3.5% - (New Accord) [---] MBSReserve Scarcity ------------------------------------------------- (Quality Growth) AI P/E AI EPS Bear Steepening [--] Term Premium [--] 4.25% - 4.5% 9.1% [-------] 26.7% (BTC) 10x Research MBS MBS [--] [--]. [--]. Short Duration 3"
YouTube Link 2026-02-01T11:09Z [----] followers, [---] engagements
"(): 1/2 / Kevin Warsh [----] [--] [--] Kevin WarshFedData DependentRegime Change Paradigm Shift-Warsh-Bessent [----] AI [----] [----] 3.0% - 3.5% - (New Accord) [---] MBSReserve Scarcity ------------------------------------------------- (Quality Growth) AI P/E AI EPS Bear Steepening [--] Term Premium [--] 4.25% - 4.5% 9.1% [-------] 26.7% (BTC) 10x Research MBS MBS [--] [--]. [--]. Short Duration 3"
YouTube Link 2026-02-01T09:52Z [----] followers, [--] engagements
"2/2 "" ( ) AI #ai [----] [--] [--] Kevin WarshFed Central Casting -------------------------------------------------------------------------------- Morgan StanleyM&A [----] [--] [----] G20 Market Plumbing -------------------------------------------------------------------------------- Institutional Orthodoxy 5% 9.1% [----] [-------] 13% 26.7% 10x Research -------------------------------------------------------------------------------- -QT 1% QEGrand Bargain [--]. Scott BessentMBS [--]. - [----] [----] Accord [--]. QT Main StreetWall Street"
YouTube Link 2026-01-31T06:02Z [----] followers, [---] engagements
"1/2 "" ( QT ) AI #ai [----] [--] [--] Kevin WarshFed Central Casting -------------------------------------------------------------------------------- Morgan StanleyM&A [----] [--] [----] G20 Market Plumbing -------------------------------------------------------------------------------- Institutional Orthodoxy 5% 9.1% [----] [-------] 13% 26.7% 10x Research -------------------------------------------------------------------------------- -QT 1% QEGrand Bargain [--]. Scott BessentMBS [--]. - [----] [----] Accord [--]. QT Main StreetWall Street"
YouTube Link 2026-01-31T01:11Z [----] followers, [---] engagements
"AI 2/2 [--] CoWoS EMIB FOPLP CPO #ai AI [--] [--] [----] AI PPAC AI Quote AI chokepoint chokepoint TechInsights [----] IC Heterogeneous IntegrationSoCGPU/CPUHBM4Chiplets 2.5D 3D SoC SiPMemory Wall LLM AI [----] Structurally Oversubscribed [----] CoWoS [---] NVIDIA TSMC 60% Quote [----] CoWoS [----] Rubin Morgan Stanley [----] AI [--]. CoWoS () AI Silicon Interposer 2.5D Reticle Limit CoWoS-L 2026-2027 [--] [--] SWOT HBM4 BOM 50-70% ASMPT BESI [--]. CoPoS () FOPLP GPU CoPoSChip on Panel on Substrate NVIDIA AMD 600x600mm [--] 87% CoWoS 20-30% Powertech 90% [----] 95% [--]. CPO () [----] CPO AI TSMC COUPE CoWoS [--]. EMIB"
YouTube Link 2026-01-30T16:23Z [----] followers, [----] engagements
"AI 1/2 [--] CoWoS EMIB FOPLP CPO #ai AI [--] [--] [----] AI PPAC AI Quote AI chokepoint chokepoint TechInsights [----] IC Heterogeneous IntegrationSoCGPU/CPUHBM4Chiplets 2.5D 3D SoC SiPMemory Wall LLM AI [----] Structurally Oversubscribed [----] CoWoS [---] NVIDIA TSMC 60% Quote [----] CoWoS [----] Rubin Morgan Stanley [----] AI [--]. CoWoS () AI Silicon Interposer 2.5D Reticle Limit CoWoS-L 2026-2027 [--] [--] SWOT HBM4 BOM 50-70% ASMPT BESI [--]. CoPoS () FOPLP GPU CoPoSChip on Panel on Substrate NVIDIA AMD 600x600mm [--] 87% CoWoS 20-30% Powertech 90% [----] 95% [--]. CPO () [----] CPO AI TSMC COUPE CoWoS [--]. EMIB"
YouTube Link 2026-01-30T15:51Z [----] followers, [---] engagements
"Meta [----] 2/2: AI [----] MTIA ASIC TSMC #ai [--]. (AI /😅) [----] (Silicon Shock) (AI) Meta Mark Zuckerberg [----] (Personal Superintelligence) Meta [--]. [----] Meta (MSL) Meta [----] (CapEx) [----] [----] [---] GDP Meta Meta (MSL) AI Alexandr Wang Meta MetaCompute [----] [---] GW Oklo TerraPowerMeta (AALC) (DLC) 20kW 120kW AI Meta (Corning) [--] AI Mark Zuckerberg Meta [--]. Manus AI [----] Meta [--] [--] AI Manus AI Meta AI AI (AI Agent) Manus Manus Meta (COO) Javier Olivan Manus AI Manus [--] [----] (ARR) [---] Token(Execution Layer) Manus ComputerAI WhatsApp Meta Manus [--]. [----] Avocado Mango Meta [----] Avocado ()"
YouTube Link 2026-01-30T07:47Z [----] followers, [---] engagements
"Meta [----] 1/2: AI [----] MTIA ASIC TSMC #ai [--]. [----] (Silicon Shock) (AI) Meta Mark Zuckerberg [----] (Personal Superintelligence) Meta [--]. [----] Meta (MSL) Meta [----] (CapEx) [----] [----] [---] GDP Meta Meta (MSL) AI Alexandr Wang Meta MetaCompute [----] [---] GW Oklo TerraPowerMeta (AALC) (DLC) 20kW 120kW AI Meta (Corning) [--] AI Mark Zuckerberg Meta [--]. Manus AI [----] Meta [--] [--] AI Manus AI Meta AI AI (AI Agent) Manus Manus Meta (COO) Javier Olivan Manus AI Manus [--] [----] (ARR) [---] Token(Execution Layer) Manus ComputerAI WhatsApp Meta Manus [--]. [----] Avocado Mango Meta [----] Avocado () Mango ()"
YouTube Link 2026-01-30T05:36Z [----] followers, [---] engagements
"3443 2/2 [----] GPU ASIC #ai GPU ASIC [----] AI (** AI **) [--]. NVIDIA H100 Blackwell LLMTrainingInferenceTCO NVIDIA ASIC GUC 3443TSMC GPU [--]. 34.84% GUC VCA [--] [--] Early Access ASIC HBM4 IP CoWoS SoIC [--]. [----] [----] NRETurnkey [----] [------] 36.3% AI HPC 64% CSP [--]. SWOT ASIC (Strengths) N3P/N2CoWoS-S/R HBM4 IP AI Memory Wall GPU (Weaknesses) [----] Google 50%Turnkey (Opportunities) NVIDIA TCOCSP ASIC2026 ASIC 44.6% GPU 16.1% (Threats) Broadcom Marvell Broadcom Networking [--]. [----] [----] [---]. Google / 3nm TPU v5/v6 CPU / +50% [----] / [--] [---]. Tesla AI5 / AI (FSD) / 5% - 8% [----] / H100 AI [---]. HBM4 / /"
YouTube Link 2026-01-27T08:18Z [----] followers, [---] engagements
"3443 1/2 [----] GPU ASIC #ai GPU ASIC [----] AI (** AI **) [--]. NVIDIA H100 Blackwell LLMTrainingInferenceTCO NVIDIA ASIC GUC 3443TSMC GPU [--]. 34.84% GUC VCA [--] [--] Early Access ASIC HBM4 IP CoWoS SoIC [--]. [----] [----] NRETurnkey [----] [------] 36.3% AI HPC 64% CSP [--]. SWOT ASIC (Strengths) N3P/N2CoWoS-S/R HBM4 IP AI Memory Wall GPU (Weaknesses) [----] Google 50%Turnkey (Opportunities) NVIDIA TCOCSP ASIC2026 ASIC 44.6% GPU 16.1% (Threats) Broadcom Marvell Broadcom Networking [--]. [----] [----] [---]. Google / 3nm TPU v5/v6 CPU / +50% [----] / [--] [---]. Tesla AI5 / AI (FSD) / 5% - 8% [----] / H100 AI [---]. HBM4 / /"
YouTube Link 2026-01-26T15:41Z [----] followers, [---] engagements
"20262/2: - TSMC ASIC AI #ai [----] [--]. AI AI [----] [----] -------------------------------------------------------------------------------- [--]. [----] [----] [----] [----] [----] [----] 7% 8% (CAGR) [----] -------------------------------------------------------------------------------- [--]. Foundry [---] [----] Foundry [---] + + (SLT) [----] N22Nanosheet AI 58% 62% 2% 4% N2/N1.6 Foundry [---] [--] [----] 73.1% -------------------------------------------------------------------------------- [--]. (More than Moore) [----] * () / 20% / CoWoS * (SLT) / 20% - 25% / * / 3% - 5% / Chiplets AI (SLT) CoWoS [----] [--] 9"
YouTube Link 2026-01-24T11:12Z [----] followers, [----] engagements
"20261/2: - TSMC ASIC AI #ai [----] [--]. AI AI [----] [----] -------------------------------------------------------------------------------- [--]. [----] [----] [----] [----] [----] [----] 7% 8% (CAGR) [----] -------------------------------------------------------------------------------- [--]. Foundry [---] [----] Foundry [---] + + (SLT) [----] N22Nanosheet AI 58% 62% 2% 4% N2/N1.6 Foundry [---] [--] [----] 73.1% -------------------------------------------------------------------------------- [--]. (More than Moore) [----] * () / 20% / CoWoS * (SLT) / 20% - 25% / * / 3% - 5% / Chiplets AI (SLT) CoWoS [----] [--] 9"
YouTube Link 2026-01-24T10:07Z [----] followers, [---] engagements
"AI Nvidia AI 2/2 [--] AI [----] WEF #ai NVIDIA AI [--] AINVIDIA AI AI AI -------------------------------------------------------------------------------- AI AI AI AI TSMCFoxconnWistronQuantaMicronSK SK HynixSamsung AI -------------------------------------------------------------------------------- AI AI (purpose of the job) (task of the job) AI AI -------------------------------------------------------------------------------- AI AI AI AI AI AI AI **** AI (national intelligence) -------------------------------------------------------------------------------- AI AI AI AI (Physical AI) AI "
YouTube Link 2026-01-22T09:45Z [----] followers, [---] engagements
"AI Nvidia AI 1/2 [--] AI [----] WEF #ai NVIDIA AI [--] AINVIDIA AI AI AI -------------------------------------------------------------------------------- AI AI AI AI TSMCFoxconnWistronQuantaMicronSK SK HynixSamsung AI -------------------------------------------------------------------------------- AI AI (purpose of the job) (task of the job) AI AI -------------------------------------------------------------------------------- AI AI AI AI AI AI AI **** AI (national intelligence) -------------------------------------------------------------------------------- AI AI AI AI (Physical AI) AI "
YouTube Link 2026-01-22T09:39Z [----] followers, [--] engagements
": AI-2026 [--] (2026 https://youtu.be/7ThnimzTW7csi=8-ZkAJxf1jt6mTqC) NVIDIA -------------------------------------------------------------------------------- ** takeaway 1** Character NVIDIA 100% -------------------------------------------------------------------------------- ** takeaway 2** CEO Colette Kress22 NVIDIA -------------------------------------------------------------------------------- ** takeaway 3** NVIDIA [--] -------------------------------------------------------------------------------- ** takeaway 4** CEOunwilling CEO GTC Keynote scares the living daylights out of me CEO"
YouTube Link 2026-01-21T14:56Z [----] followers, [--] engagements
"SpaceX 2/2 (LEO) #ai #spacex SpaceX (Starlink) (**AI) ### 🚀 [----] SpaceX IPO LEO #### SpaceX [----] IPO SpaceX [----] Starlink IPO * **** **1.5 ** **300 ** * **** IPO StarshipV3 AI * **** Re-rating #### LEO [----] **** [--]. **** Starlink [----] [----] LEO [--] [--]. NTN 5G/6G NTN [--]. **** AI **** [--]. **** Starship V3 [----] 100-200 ** #### [----] * **** [----] 148 ** 24.5% * ** (CAGR) [----] CAGR 15% 30% * D2D [----] [---] [----] ** [--] ** #### SpaceXAmazon Kuiper **** / ** (3491) 40-50% Starlink Amazon ** HDI ** ** (2313) SpaceX **** ** (6285) (User Terminal) Amazon"
YouTube Link 2026-01-20T15:16Z [----] followers, [---] engagements
"SpaceX 1/2 (LEO) #ai #spacex SpaceX (Starlink) (**AI) ### 🚀 [----] SpaceX IPO LEO #### SpaceX [----] IPO SpaceX [----] Starlink IPO * **** **1.5 ** **300 ** * **** IPO StarshipV3 AI * **** Re-rating #### LEO [----] **** [--]. **** Starlink [----] [----] LEO [--] [--]. NTN 5G/6G NTN [--]. **** AI **** [--]. **** Starship V3 [----] 100-200 ** #### [----] * **** [----] 148 ** 24.5% * ** (CAGR) [----] CAGR 15% 30% * D2D [----] [---] [----] ** [--] ** #### SpaceXAmazon Kuiper **** / ** (3491) 40-50% Starlink Amazon ** HDI ** ** (2313) SpaceX **** ** (6285) (User Terminal) Amazon"
YouTube Link 2026-01-20T14:54Z [----] followers, [---] engagements
"(2454) 2/2 AI Google CoWoS #ai #asics [--]. AI (**AI) MediaTek AI Google TSMCGoogle [--]. VIP LEVEL [----] VIP LEVEL [----] [----] 9% 9% [----] N2P [--]. CoWoS [----] [--] CoWoS AI AI CoWoS AI Tier-1 Tier-2 IC CoWoS [----] [-----] CoWoS 1.3% 2% [----] Google [--] [--] SoC 3.5D [--]. Google AI Google AI TPU [----] [-----] Broadcom vs. (Broadcom) AI TPU v7p 70% (MediaTek) AI Ironwood TPU v7e v8e I/O SerDes Google [--] Google Google Google 20% 30% Google [--]. [----] AI AI (Mobile) [----] 2nm (N2P) 36% On-deviceAI (Automotive) C-X1 [--] [--] [--] ASIC AI (Cloud AI) Google TPU Meta ASIC [----] ASIC [--] [----] ASIC 10-15% AI AI PC N1X"
YouTube Link 2026-01-19T14:40Z [----] followers, [----] engagements
"(2454) 1/2 AI Google CoWoS #ai #asics [--]. AI (**AI) MediaTek AI Google TSMCGoogle [--]. VIP LEVEL [----] VIP LEVEL [----] [----] 9% 9% [----] N2P [--]. CoWoS [----] [--] CoWoS AI AI CoWoS AI Tier-1 Tier-2 IC CoWoS [----] [-----] CoWoS 1.3% 2% [----] Google [--] [--] SoC 3.5D [--]. Google AI Google AI TPU [----] [-----] Broadcom vs. (Broadcom) AI TPU v7p 70% (MediaTek) AI Ironwood TPU v7e v8e I/O SerDes Google [--] Google Google Google 20% 30% Google [--]. [----] AI AI (Mobile) [----] 2nm (N2P) 36% On-deviceAI (Automotive) C-X1 [--] [--] [--] ASIC AI (Cloud AI) Google TPU Meta ASIC [----] ASIC [--] [----] ASIC 10-15% AI AI PC N1X"
YouTube Link 2026-01-19T13:42Z [----] followers, [---] engagements
"AI 2/2 : AI OSAT AI NVIDIA H100Blackwell [--] [--] AI AI HBM AI 2.5D 3D Fabric Advanced Packaging 2.5D ( CoWoS-L) AI Organic Interposer LSI CoWoS-LCoWoS-S NVIDIA Blackwell AMD CPUVenice 3D ( SoIC)AMD Venice N2 CoWoS-L SoIC (FOPLP) 600x600mm 700x700mm [--] 2024-2026 ICPMIC/RF 2027-2028 AI GPU AI [--]. (Interposer) CoWoS-L RDL [--]. ASIC AI GPU ASIC-KY (Alchip) (MediaTek) [----] CoWoS -KY AWS Trainium [--] [----] [--] [--] [----] [--] [--]. HBM AI HBM 2nm SoC [--] HBM [-----] CoWoS [----] [---] [----] [----] [--] (TSMC): CoWoS-L SoIC Apple NVIDIA OSAT (Technology Definer) (Scaling Engine) WoS (Wafer on Substrate) CoW "
YouTube Link 2026-01-17T15:40Z [----] followers, [---] engagements
"AI 1/2 : AI OSAT AI NVIDIA H100Blackwell [--] [--] AI AI HBM AI 2.5D 3D Fabric Advanced Packaging 2.5D ( CoWoS-L) AI Organic Interposer LSI CoWoS-LCoWoS-S NVIDIA Blackwell AMD CPUVenice 3D ( SoIC)AMD Venice N2 CoWoS-L SoIC (FOPLP) 600x600mm 700x700mm [--] 2024-2026 ICPMIC/RF 2027-2028 AI GPU AI [--]. (Interposer) CoWoS-L RDL [--]. ASIC AI GPU ASIC-KY (Alchip) (MediaTek) [----] CoWoS -KY AWS Trainium [--] [----] [--] [--] [----] [--] [--]. HBM AI HBM 2nm SoC [--] HBM [-----] CoWoS [----] [---] [----] [----] [--] (TSMC): CoWoS-L SoIC Apple NVIDIA OSAT (Technology Definer) (Scaling Engine) WoS (Wafer on Substrate) CoW "
YouTube Link 2026-01-17T10:31Z [----] followers, [---] engagements
"2026 2/22500+2500 [---] # 32% 15% [----] [--] 15% [----] BTA232 -------------------------------------------------------------------------------- 15% 50% 15% MFN 15% 15% 15% [----] -------------------------------------------------------------------------------- [---] [---] Lutnick [---] [---] [---] [---] -------------------------------------------------------------------------------- 2500+2500 2500+2500 [----] -------------------------------------------------------------------------------- 15% [----] [----] 90% 2500+2500 **** -------------------------------------------------------------------------------- "
YouTube Link 2026-01-16T09:06Z [----] followers, [---] engagements
"2026 1/22500+2500 [---] # 32% 15% [----] [--] 15% [----] BTA232 -------------------------------------------------------------------------------- 15% 50% 15% MFN 15% 15% 15% [----] -------------------------------------------------------------------------------- [---] [---] Lutnick [---] [---] [---] [---] -------------------------------------------------------------------------------- 2500+2500 2500+2500 [----] -------------------------------------------------------------------------------- 15% [----] [----] 90% 2500+2500 **** -------------------------------------------------------------------------------- "
YouTube Link 2026-01-16T08:46Z [----] followers, [--] engagements
"2026 [--] 560AI 20% [----] [--] NvidiaAI [----] [--] [--] [----] [-----] EPS [-----] [----] C.C. Wei -------------------------------------------------------------------------------- AI AI CSP AI (Very rich)AI AI 1% 2% ROI We believe the AI is real. it is starting to grow into our daily life. AI Megatrend -------------------------------------------------------------------------------- [---] [----] CapEx [---] [---] [----] [---] 37% 70%-80% 10% 10%-20% CoWoSMask Making [----] [----] Engagement time -------------------------------------------------------------------------------- [--] A16 [--] N2 [----] Super Power Rail SPR A16 2026"
YouTube Link 2026-01-15T09:16Z [----] followers, [----] engagements
"3 # [--] [--] [--]. / Mental Internal Friction80%20% [--]. [--]. Circle of Influence [--]. / [--]. 3"
YouTube Link 2026-01-14T10:56Z [----] followers, [---] engagements
"Google AI: Google Google - OpenA Siri Google #ai AIWarren Buffett AlphabetAI -------------------------------------------------------------------------------- [--]. Berkshire Hathaway202513FAlphabet17854313F Charlie Munger2004IPOGEICO AIAlphabetAI -------------------------------------------------------------------------------- [--]. AI AIAI2.0SiriAI 2026112GeminiSiriApple Intelligence Apple Foundation Models Dan IvesCEOTim CookCEOSundar PichaiAIAI24iOSGeminiAIOpenAIChatGPT -------------------------------------------------------------------------------- [--]. 2026112Alphabet 20222023AItoast202568%2009 "
YouTube Link 2026-01-13T14:59Z [----] followers, [---] engagements
"Google 2/2 AI [----] Aluminium AndroidChromeOS SWOT #ai Google850910930AI(** AI **) Googleagentic intelligence -------------------------------------------------------------------------------- [--]. AIGoogle AIGoogleAI [---] AI GoogleAI Gemini (App Canvas Gems): ChatGPTAIGeminiGoogleGmail Drive NotebookLM: PDFYouTubeNotebookLMAudio OverviewsAIPodcast Nano Banana (): AI AI (AI Overviews & AI Mode): AIAI OverviewsAIAI Mode2025AI Mode7500 [---] GoogleAI Google Cloud & Vertex AI: Google CloudAIVertex AIAIModel Garden200Gemini 3AIAgent Builder Gemini Enterprise & Business:"
YouTube Link 2026-01-13T10:41Z [----] followers, [---] engagements
"Google 1/2 AI [----] Aluminium AndroidChromeOS SWOT #ai Google850910930AI Googleagentic intelligence -------------------------------------------------------------------------------- [--]. AIGoogle AIGoogleAI [---] AI GoogleAI Gemini (App Canvas Gems): ChatGPTAIGeminiGoogleGmail Drive NotebookLM: PDFYouTubeNotebookLMAudio OverviewsAIPodcast Nano Banana (): AI AI (AI Overviews & AI Mode): AIAI OverviewsAIAI Mode2025AI Mode7500 [---] GoogleAI Google Cloud & Vertex AI: Google CloudAIVertex AIAIModel Garden200Gemini 3AIAgent Builder Gemini Enterprise & Business:"
YouTube Link 2026-01-13T04:53Z [----] followers, [---] engagements
"Nvidia 2/2 Alpamayo [----] #ai #nvidia ChatGPT Nvidia CES [----] Alpamayo ChatGPT Nvidia Alpamayo Nvidia Alpamayo Nvidia -------------------------------------------------------------------------------- [--]. Alpamayo Alpamayo long-tail scenariosAlpamayo reasoningChain-of-Causation AI Nvidia Nvidia Alpamayo Tesla FSD Google (Waymo) * Nvidia Alpamayo Android / / * Tesla FSD / / Tesla * Google Waymo Robotaxi / / (Robotaxi) -------------------------------------------------------------------------------- [--]. Nvidia Android Alpamayo Nvidia Android Nvidia GPU/ AI 1) ( SoC/GPU)2) 3) OTA 4) Robotaxi "
YouTube Link 2026-01-10T15:07Z [----] followers, [---] engagements
"Nvidia 1/2 Alpamayo [----] #ai #nvidia ChatGPT Nvidia CES [----] Alpamayo ChatGPT Nvidia Alpamayo Nvidia Alpamayo Nvidia -------------------------------------------------------------------------------- [--]. Alpamayo Alpamayo long-tail scenariosAlpamayo reasoningChain-of-Causation AI Nvidia Nvidia Alpamayo Tesla FSD Google (Waymo) * Nvidia Alpamayo Android / / * Tesla FSD / / Tesla * Google Waymo Robotaxi / / (Robotaxi) -------------------------------------------------------------------------------- [--]. Nvidia Android Alpamayo Nvidia Android Nvidia GPU/ AI 1) ( SoC/GPU)2) 3) OTA 4) Robotaxi "
YouTube Link 2026-01-10T13:04Z [----] followers, [--] engagements
"2026 2/2 AGI Neuralink #ai ** [----] AI ** AI -------------------------------------------------------------------------------- [--]. [----] [----] 2026AGI2026 [----] Physical Embodiment Optimus V32026AI Self-Improving Intelligence 2026AI Human-Machine Interface Neuralink2026AI AIAI 2026AIAISpaceXStarship100 -------------------------------------------------------------------------------- [--]. 2026AI OptimusAI40%30% AI AI -------------------------------------------------------------------------------- [--]. [----] AI2030AI Universal High IncomeUBIAI SpaceXStarship2028-202930AI"
YouTube Link 2026-01-08T14:25Z [----] followers, [----] engagements
"2026 1/2 AGI Neuralink #ai ** [----] AI ** AI -------------------------------------------------------------------------------- [--]. [----] [----] 2026AGI2026 [----] Physical Embodiment Optimus V32026AI Self-Improving Intelligence 2026AI Human-Machine Interface Neuralink2026AI AIAI 2026AIAISpaceXStarship100 -------------------------------------------------------------------------------- [--]. 2026AI OptimusAI40%30% AI AI -------------------------------------------------------------------------------- [--]. [----] AI2030AI Universal High IncomeUBIAI SpaceXStarship2028-202930AI"
YouTube Link 2026-01-08T12:11Z [----] followers, [---] engagements
"MBTI INTJ INTJ #mbti #intj INTJ INTJ1-4%INTJ1% -------------------------------------------------------------------------------- [--]. Bug INTJ (Ni): (Te): GPS [--]. INTJ INTJ41% INTJ INTJ1. [--]. [--]. [--]. INTJTimeBelief Fi [--]. 70%70% -------------------------------------------------------------------------------- Conclusion: INTJ"
YouTube Link 2026-01-07T11:17Z [----] followers, [---] engagements
"2/22026 CES NVIDIA Alpamayo Tesla FSD #ai #tesla ChatGPT TeslaFSD CES [----] NVIDIA CEO Alpamayo AI ChatGPT Alpamayo FSD [--]. AI vs. AI AI NVIDIA Alpamayo AI Vision-Language-Action (VLA)chain-of-thought reasoning AI Tesla FSD [--] Tesla FSD NVIDIA Alpamayo Vision-Language-Action (VLA) + + + [--]. vs. Android Tesla FSD HW4 NVIDIA Alpamayo Android Mercedes-Benz [----] CLA Robotaxi NVIDIA [--]. long tail problem Elon Musk 99% long tail distribution Tesla AI Ashok Elluswamy Alpamayo AI FSD 1% [--]. NVIDIA Tesla Alpamayo FSD Tesla FSD RobotaxiAlpamayo Robotaxi Tesla Elon Musk Alpamayo [--] [--] FSD Tesla"
YouTube Link 2026-01-07T04:34Z [----] followers, [---] engagements
"1/22026 CES NVIDIA Alpamayo Tesla FSD #ai #tesla ChatGPT TeslaFSD CES [----] NVIDIA CEO Alpamayo AI ChatGPT Alpamayo FSD [--]. AI vs. AI AI NVIDIA Alpamayo AI Vision-Language-Action (VLA)chain-of-thought reasoning AI Tesla FSD [--] Tesla FSD NVIDIA Alpamayo Vision-Language-Action (VLA) + + + [--]. vs. Android Tesla FSD HW4 NVIDIA Alpamayo Android Mercedes-Benz [----] CLA Robotaxi NVIDIA [--]. long tail problem Elon Musk 99% long tail distribution Tesla AI Ashok Elluswamy Alpamayo AI FSD 1% [--]. NVIDIA Tesla Alpamayo FSD Tesla FSD RobotaxiAlpamayo Robotaxi Tesla Elon Musk Alpamayo [--] [--] FSD Tesla"
YouTube Link 2026-01-06T16:38Z [----] followers, [---] engagements
"CES 2/2 CHATGPT Alpamayo / GR00T / AI Vera Rubin #ces #ai NVIDIA CES AI NVIDIA Jensen Huang CES [----] CES AI AI AI -------------------------------------------------------------------------------- [--]. [--] [--] reset programmingtraining AI -------------------------------------------------------------------------------- [--]. AIChatGPT AIPhysical AI AI AI AI (Training Computer) AI (Simulation Computer) AI NVIDIA Omniverse Cosmos (Inference Computer) Jetson Thor ChatGPT -------------------------------------------------------------------------------- [--]. AIAlpamayo Alpamayo reasoninglong tail"
YouTube Link 2026-01-06T09:57Z [----] followers, [----] engagements
"CES 1/2 CHATGPT Alpamayo / GR00T / AI Vera Rubin #ces #ai NVIDIA CES AI NVIDIA Jensen Huang CES [----] CES AI AI AI -------------------------------------------------------------------------------- [--]. [--] [--] reset programmingtraining AI -------------------------------------------------------------------------------- [--]. AIChatGPT AIPhysical AI AI AI AI (Training Computer) AI (Simulation Computer) AI NVIDIA Omniverse Cosmos (Inference Computer) Jetson Thor ChatGPT -------------------------------------------------------------------------------- [--]. AIAlpamayo Alpamayo reasoninglong tail"
YouTube Link 2026-01-06T09:17Z [----] followers, [---] engagements
"Google 2/2 B2B AI AI #ai : AI EP196 https://pca.st/0ib4l2sy ------ AIChatGPTAI AIAIAI -------------------------------------------------------------------------------- Googlehumanoid illusion AIAIMoravec's ParadoxAI Nvidia CEO Embodied IntelligenceAIAI NVIDIA Omniverse Isaac SIM -------------------------------------------------------------------------------- 1:99 AI1:991:99 paradigmAI AI 1%Super Humans99% AI G7NVIDIAMicrosoftAppleNVIDIAGDPG7 AI AIG7 -------------------------------------------------------------------------------- AIAI AIAICopilot AIAIAI AgentAI GoogleGemini 38AI 3000"
YouTube Link 2026-01-04T13:27Z [----] followers, [----] engagements
"Google 1/2 B2B AI AI #ai : AI EP196 https://pca.st/0ib4l2sy ------ AIChatGPTAI AIAIAI -------------------------------------------------------------------------------- Googlehumanoid illusion AIAIMoravec's ParadoxAI Nvidia CEO Embodied IntelligenceAIAI NVIDIA Omniverse Isaac SIM -------------------------------------------------------------------------------- 1:99 AI1:991:99 paradigmAI AI 1%Super Humans99% AI G7NVIDIAMicrosoftAppleNVIDIAGDPG7 AI AIG7 -------------------------------------------------------------------------------- AIAI AIAICopilot AIAIAI AgentAI GoogleGemini 38AI 3000"
YouTube Link 2026-01-04T11:30Z [----] followers, [---] engagements
"AI INTJ AI MBTI INTJ INTJ AI #ai #mbti ** Note: AI INTJ INJ / INT 😅 ** [--]. Introduction: INTJINTJ INTJAI [--]. AIINTJ INTJAIAIINTJ [---]. AIINTJNi-Te Jason Leinart NiTeINTJNiINTJTe AI + INTJGPT is all you needAIINTJAIINTJ [---]. INTJ AIINTJRedditAI ChatGPT INTJ [---]. INTJAI AIINTJRedditAIINTJFiFiINTJAI [---]. NiTe INTJNiTeAIcognitive scaffold AIRedditINTJAIINTJAIINTJNiTeAI [--]. INTJ AI [---]. AIAIAIAI [---]. AIChatGPTAIINTJNi-FiAI [---]. AIAIAIAIhuman in the loopTeAIAI [--]. INTJAIINTJ AIINTJ"
YouTube Link 2026-01-03T08:28Z [----] followers, [---] engagements
"Meta20Manus 2/2:AI AI WhatsApp IG Facebook #ai AI Meta Platforms20AIManus AIMetaMetaAI AIAIMetaAgentic Era -------------------------------------------------------------------------------- [--]. MetaManus AIAIGeneral AI Agent ManusManusset and forget Multi-agent Multi-model AIAnthropicClaudeQwen Manus's Computer ManusMeta Manus AI [--]. MetaAI MetaAIManus AIMeta ManusSaaS8ARR1Meta Meta AI AI MetaAIAI [--]. WhatsAppIG ManusMetaAI WhatsApp Business AI Instagram AIReels Facebook AI MetaAI [--]. AIGoogleOpenAI MetaAI OpenAI OpenAIOperatorManusGAIAOpenAI Deep Research Google GoogleGemini 3.0Project"
YouTube Link 2026-01-01T14:53Z [----] followers, [---] engagements
"Meta20Manus 1/2:AI AI WhatsApp IG Facebook #ai AI Meta Platforms20AIManus AIMetaMetaAI AIAIMetaAgentic Era -------------------------------------------------------------------------------- [--]. MetaManus AIAIGeneral AI Agent ManusManusset and forget Multi-agent Multi-model AIAnthropicClaudeQwen Manus's Computer ManusMeta Manus AI [--]. MetaAI MetaAIManus AIMeta ManusSaaS8ARR1Meta Meta AI AI MetaAIAI [--]. WhatsAppIG ManusMetaAI WhatsApp Business AI Instagram AIReels Facebook AI MetaAI [--]. AIGoogleOpenAI MetaAI OpenAI OpenAIOperatorManusGAIAOpenAI Deep Research Google GoogleGemini 3.0Project"
YouTube Link 2026-01-01T13:55Z [----] followers, [--] engagements
"GPU ASIC GPU ASIC #ai [----] AI GPU ASIC ### [----] ASIC GPU [----] AI **** NVIDIA CSP Google Amazon Meta Microsoft [----] ASIC ** GPU ** ### ASIC [----] IC [----] EPS * **-KY (3661) NRE ** * **** AWS 70% AI 28% [--] NRE * **2026 ** Trainium 3 [----] [--] [----] EPS ** [---] ** * ** (3443) AI ** * **** AI 3% 40% * **2026 ** [--] [--] **3 ** AI AI * ** (2454) AI ** * **** Google TPU AI [----] [--] **2026 ** * **** ** 5% **"
YouTube Link 2025-12-30T14:38Z [----] followers, [---] engagements
"Google [--] AI [--] Google Google AI #ai Google shares [--] AI tips from [----] https://blog.google/technology/ai/ai-tips-2025/ Google40AI TechNews https://share.google/UJmyp6LU1be3d5LIs --------------------- AI [--] Google AI AI AI Google AI Google AI AI AI AI -------------------------------------------------------------------------------- [--]. AI AI Google AI AI "" -------------------------------------------------------------------------------- [--]. P Google AI AI -------------------------------------------------------------------------------- [--]. Google AI """
YouTube Link 2025-12-30T05:35Z [----] followers, [---] engagements
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