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Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214. Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois

Shorts

$MU $SKHY $DRAM $DELL Vice Chairman and COO Jeff Clarke left no ambiguity about the memory shortage. Repeated DRAM & NAND three times. Listen to the audio. "The constraints remain the same. DRAM DRAM DRAM followed by NAND NAND NAND"

$MU $SKHY $DRAM $DELL Vice Chairman and COO Jeff Clarke left no ambiguity about the memory shortage. Repeated DRAM & NAND three times. Listen to the audio. "The constraints remain the same. DRAM DRAM DRAM followed by NAND NAND NAND"

97,051 Aufrufe

$PLTR "To all supporters of Palantir, Merry Christmas and Happy New Year and to all people who hated on us, ENJOY YOUR COAL" -Palantir CEO Alex Karp

$PLTR "To all supporters of Palantir, Merry Christmas and Happy New Year and to all people who hated on us, ENJOY YOUR COAL" -Palantir CEO Alex Karp

264,178 Aufrufe

🔥 $PLTR "To all supporters of Palantir, Merry Christmas and Happy New Year and to all people who hated on us, ENJOY YOUR COAL" -Palantir CEO Alexander Karp

🔥 $PLTR "To all supporters of Palantir, Merry Christmas and Happy New Year and to all people who hated on us, ENJOY YOUR COAL" -Palantir CEO Alexander Karp

123,323 Aufrufe

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$MU $SKHY $DRAM Holy Shit $AMD's Lisa Su just spent two full minutes at the 2026 AI keynote raving about HBM4 capacity as the thing that separates Helios from the competition. Not compute. Memory. "When you compare Helios to the competition, we're delivering 15% more compute, 50% more HBM4 memory capacity and memory bandwidth, and 50% more scale-out bandwidth." Notice which number is bigger. "What that means is that every Helios can deliver more performance for the largest models, more capacity for longer context, and the bandwidth to scale across thousands of racks.... More than 18,000 CDNA five GPU compute units, over 4,600 Zen 6 CPU cores, and 31 terabytes of HBM4 memory, all in a single rack." "That's what it takes to run agentic AI at scale. Today, I'm excited to announce that Helios is in full production. We have shipments on track to start at the end of the third quarter and ramping into the fourth quarter in the second half of the year. I can tell you, customer demand for Helios is extremely strong, we're extremely proud of the work that we have done across the leading AI labs to adopt Helios."

$MU $SKHY $DRAM Holy Shit $AMD's Lisa Su just spent two full minutes at the 2026 AI keynote raving about HBM4 capacity as the thing that separates Helios from the competition. Not compute. Memory. "When you compare Helios to the competition, we're delivering 15% more compute, 50% more HBM4 memory capacity and memory bandwidth, and 50% more scale-out bandwidth." Notice which number is bigger. "What that means is that every Helios can deliver more performance for the largest models, more capacity for longer context, and the bandwidth to scale across thousands of racks.... More than 18,000 CDNA five GPU compute units, over 4,600 Zen 6 CPU cores, and 31 terabytes of HBM4 memory, all in a single rack." "That's what it takes to run agentic AI at scale. Today, I'm excited to announce that Helios is in full production. We have shipments on track to start at the end of the third quarter and ramping into the fourth quarter in the second half of the year. I can tell you, customer demand for Helios is extremely strong, we're extremely proud of the work that we have done across the leading AI labs to adopt Helios."

Trade Whisperer

180,496 Aufrufe • vor 1 Monat

$INTC CEO on memory, live on the earnings call: "the memory [has] become the big supply constraint challenge, and we [are] collaborating with the three big memory vendors. ... Clearly memory, it [has] become the bottleneck [for] a lot of AI infrastructure and pinpoint for customer." $MU $SKHY $DRAM $SNDK

$INTC CEO on memory, live on the earnings call: "the memory [has] become the big supply constraint challenge, and we [are] collaborating with the three big memory vendors. ... Clearly memory, it [has] become the bottleneck [for] a lot of AI infrastructure and pinpoint for customer." $MU $SKHY $DRAM $SNDK

Trade Whisperer

122,629 Aufrufe • vor 1 Monat

$TSM 80% CAGR. That is how fast TSMC CoWoS capacity is growing and that's not a typo. Advanced 2.5D/3D packaging is Moore's Law going 3D. The most critical bottleneck nobody is talking about. Give it 15 minutes if you want to learn why. You will not regret it.

$TSM 80% CAGR. That is how fast TSMC CoWoS capacity is growing and that's not a typo. Advanced 2.5D/3D packaging is Moore's Law going 3D. The most critical bottleneck nobody is talking about. Give it 15 minutes if you want to learn why. You will not regret it.

Trade Whisperer

95,170 Aufrufe • vor 5 Monaten

"We're very grateful to our existing supply chain, to Samsung, $TSM, $MU, and others. And we would like them to expand as quickly as they can. And we will buy all of their chips. I have said these exact words to them." Elon Musk Bullish as hell

"We're very grateful to our existing supply chain, to Samsung, $TSM, $MU, and others. And we would like them to expand as quickly as they can. And we will buy all of their chips. I have said these exact words to them." Elon Musk Bullish as hell

Trade Whisperer

44,696 Aufrufe • vor 6 Monaten

$PLTR Young Alex Karp. A rare question during a rare interview. "Why did you name it Palantir, after the seeing stones in the Lord of Rings?" "Yes. For those of you who had a social life in high school, you may not realize what Palantir is. Those of us who didn't have a social life you immediately jumped out as the seeing stones in Lord of the Rings. And they allowed the the West to communicate or the forces of good to communicate and see into vast distances. And we thought it was a fitting name for a product that allows you to see into large databases but doesn't allow you to see things you're not allowed to see, which is basically what the seeing stone do." Video credit: Jackson Kuja

$PLTR Young Alex Karp. A rare question during a rare interview. "Why did you name it Palantir, after the seeing stones in the Lord of Rings?" "Yes. For those of you who had a social life in high school, you may not realize what Palantir is. Those of us who didn't have a social life you immediately jumped out as the seeing stones in Lord of the Rings. And they allowed the the West to communicate or the forces of good to communicate and see into vast distances. And we thought it was a fitting name for a product that allows you to see into large databases but doesn't allow you to see things you're not allowed to see, which is basically what the seeing stone do." Video credit: Jackson Kuja

Trade Whisperer

44,771 Aufrufe • vor 1 Jahr