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Apple and Microsoft are raising prices on everything as chip costs continue to rise. "Apple gets criticized yesterday. They lose $270 billion a market cap because they announced they're raising their prices. So Macs and iPads roughly up 15% to 25%. Apple TV and Homepod products also increase. No... show more

PBD Podcast

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56,147 次观看 • 1 个月前 •via X (Twitter)

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Memory Inflation Tax is here 🤯 Apple has significantly raised their prices Xbox has followed Gaming will be costlier Laptops will be costlier And they are saying it’s just Day 1 of a long road ahead of price increases of electronic devices So, as Intelligence becomes localised and as more and more data centers, humanoid machines and intelligent drones keep building, the price of chips is going to increase dramatically Brace yourself doston As the world keeps using more and more “intelligence”, the Memory Inflation Tax is going to hit us all, very hard 🥲

Memory Inflation Tax is here 🤯 Apple has significantly raised their prices Xbox has followed Gaming will be costlier Laptops will be costlier And they are saying it’s just Day 1 of a long road ahead of price increases of electronic devices So, as Intelligence becomes localised and as more and more data centers, humanoid machines and intelligent drones keep building, the price of chips is going to increase dramatically Brace yourself doston As the world keeps using more and more “intelligence”, the Memory Inflation Tax is going to hit us all, very hard 🥲

Shekhar Dutt

215,957 次观看 • 2 个月前

JUST IN: 🇺🇸🇨🇳 Apple is lobbying the Trump administration to approve memory chips from CXMT, a Chinese company blacklisted by the Pentagon over alleged military ties. Apple is now seeking lower-cost memory chips as AI-driven demand has pushed memory prices higher. Even if that means sourcing from a company the US has blacklisted over alleged military ties. Apple CEO Tim Cook went public blaming memory suppliers for the company's latest price hikes. Memory makers, however, tell a different story. Micron’s Chief Business Officer, Sadana, told the Wall Street Journal that "certain customers" pushed memory chip prices so low during the last downturn that Micron couldn’t invest enough in expanding production. Although he didn’t name Apple, he suggested those pricing demands led to today’s global memory shortage and the higher prices consumers are now paying.

JUST IN: 🇺🇸🇨🇳 Apple is lobbying the Trump administration to approve memory chips from CXMT, a Chinese company blacklisted by the Pentagon over alleged military ties. Apple is now seeking lower-cost memory chips as AI-driven demand has pushed memory prices higher. Even if that means sourcing from a company the US has blacklisted over alleged military ties. Apple CEO Tim Cook went public blaming memory suppliers for the company's latest price hikes. Memory makers, however, tell a different story. Micron’s Chief Business Officer, Sadana, told the Wall Street Journal that "certain customers" pushed memory chip prices so low during the last downturn that Micron couldn’t invest enough in expanding production. Although he didn’t name Apple, he suggested those pricing demands led to today’s global memory shortage and the higher prices consumers are now paying.

CryptoTweets

1,708,380 次观看 • 1 个月前

Trump’s tariffs are costing Americans up to $2,500 a year. Meanwhile, the corporations that passed the costs of tariffs onto consumers by raising prices are getting massive refunds. Apple got a $2.2 billion refund despite boasting a 50% profit margin after it jacked up iPad and MacBook prices. Trump’s illegal tariff scheme is enabling corporations to double-dip on profits, funneling $100 billion straight into their pockets from the rest of us.

Trump’s tariffs are costing Americans up to $2,500 a year. Meanwhile, the corporations that passed the costs of tariffs onto consumers by raising prices are getting massive refunds. Apple got a $2.2 billion refund despite boasting a 50% profit margin after it jacked up iPad and MacBook prices. Trump’s illegal tariff scheme is enabling corporations to double-dip on profits, funneling $100 billion straight into their pockets from the rest of us.

More Perfect Union

38,183 次观看 • 12 天前

Secretary of Energy Chris Wright says data centers are “The biggest force we have right now to stop the rise of electricity prices and ultimately to drive them down” - American have been seeing increases of 27-42% on their electric bills - 267% electric bill increases have been reported right next to data centers in places like Baltimore and Northern Virginia Also I looked into how data centers can lower prices and really it comes down to them using so much power they build more energy sources So this doesn’t sound good…

Secretary of Energy Chris Wright says data centers are “The biggest force we have right now to stop the rise of electricity prices and ultimately to drive them down” - American have been seeing increases of 27-42% on their electric bills - 267% electric bill increases have been reported right next to data centers in places like Baltimore and Northern Virginia Also I looked into how data centers can lower prices and really it comes down to them using so much power they build more energy sources So this doesn’t sound good…

Wall Street Apes

25,343 次观看 • 2 个月前

Mother Miriam has done a complete 180 on the SSPX: "God has established His Church, his universe, everything on obedience, everything on obedience. Children are to obey their parents, not if their parents are holy and right, in everything but sin. Wives are to submit to their husbands, not because they're holy, not because they're right, but because God has given them that position — again, in everything but sin. Religious are to obey their superiors, whether their superior is right or holier than them, or no matter what it is, they are to obey in everything. And Christ's sheep, which is us, every one of us is to obey the successor of Peter, whether we know for sure he is, whether we agree with him, whether we can point out definite heresy. If he's the Pope, then we obey in everything but sin. We don't come against him. So that's where I left it yesterday, and my heart was completely converted."

Mother Miriam has done a complete 180 on the SSPX: "God has established His Church, his universe, everything on obedience, everything on obedience. Children are to obey their parents, not if their parents are holy and right, in everything but sin. Wives are to submit to their husbands, not because they're holy, not because they're right, but because God has given them that position — again, in everything but sin. Religious are to obey their superiors, whether their superior is right or holier than them, or no matter what it is, they are to obey in everything. And Christ's sheep, which is us, every one of us is to obey the successor of Peter, whether we know for sure he is, whether we agree with him, whether we can point out definite heresy. If he's the Pope, then we obey in everything but sin. We don't come against him. So that's where I left it yesterday, and my heart was completely converted."

Christine Niles

128,020 次观看 • 1 个月前

Google's Ai Gemini was recently licensed by Apple to power Ai on their devices. Now Mark Zuckerberg seems to be upset at his Ai team and their lack of progress. They have delayed their "Avocado" until May after failing to perform against others. Google Gemini does not use Nvidia chips. Google designed their own Ai chips. Not all Ai hyperscalers will continue. Some will give up. Mark Zuckerberg's META might be the first to give up on their own Ai and just license Gemini, following the Apple model. This would save META a ton of money on infrastructure. It would be bad for Nvidia because they would lose a major Ai hyperscaler customer to Google's Ai chips. Follow: Wall Street Mav

Google's Ai Gemini was recently licensed by Apple to power Ai on their devices. Now Mark Zuckerberg seems to be upset at his Ai team and their lack of progress. They have delayed their "Avocado" until May after failing to perform against others. Google Gemini does not use Nvidia chips. Google designed their own Ai chips. Not all Ai hyperscalers will continue. Some will give up. Mark Zuckerberg's META might be the first to give up on their own Ai and just license Gemini, following the Apple model. This would save META a ton of money on infrastructure. It would be bad for Nvidia because they would lose a major Ai hyperscaler customer to Google's Ai chips. Follow: Wall Street Mav

Wall Street Mav

69,786 次观看 • 5 个月前

The AI boom just hit a wall nobody saw coming. And it's not software. It's not regulation. It's not even energy... It's memory chips. Right now, Dell is raising PC prices by 30%. Intel can't ship chips. Nvidia is slashing GPU production by 40%. And almost nobody understands why. Here's the "hidden" crisis the AI industry is trying to hide: AI data centers are hoarding memory. Not GPUs. Not processors. MEMORY. Every AI server needs massive amounts of high-bandwidth memory (HBM) to run those models everyone's hyping. One problem: There are only 3 companies in the world that can make it. Samsung. SK Hynix. Micron. That's it. And all 3 just diverted their entire production capacity away from normal RAM to feed AI data centers. The math that breaks everything: 1 gigabyte of HBM takes 4X the manufacturing capacity of regular DRAM. AI will consume 20% of global DRAM production in 2026. But the thing is, consumer demand for RAM didn't disappear. PCs still need memory. Phones still need memory. Cars still need memory. But there's no capacity left to make it. The price explosion: RAM prices are up 246% in the last 6 months. DDR5 contract prices jumped 100% month-over-month in some cases. Dell's CFO said he's "never witnessed costs escalating at this pace." SK Hynix and Micron? Sold out through all of 2026. Micron straight up EXITED the consumer memory market entirely to focus on AI customers. If you're not building an AI data center, you're not getting memory chips. AI data centers pay 3-5X margins compared to consumer products. So memory manufacturers are rationally choosing: Serve Microsoft and Google's AI buildout, or serve Dell's laptop business? Easy choice. Every wafer allocated to an Nvidia H100 GPU is a wafer DENIED to your next laptop. It's a zero-sum game. And consumers are losing. The dangerous cascade effect: Nvidia is cutting RTX 50-series GPU production by 30-40% because they can't get GDDR7 memory. Dell, Lenovo, HP are all raising PC prices 15-30% in early 2026. Xiaomi and other smartphone makers are cutting shipment targets. Even Intel's crash last week? Partially driven by memory shortages limiting chip production. This is a PERMANENT reallocation of the world's silicon capacity. Not a temporary supply hiccup. For decades, consumer electronics (phones, PCs, laptops) drove memory production. Now? AI data centers are the priority customer. And that priority shift is reshaping the entire tech economy. The timeline Is worse than you think: Industry analysts project shortages lasting through 2027, maybe 2028. Why? Because building new memory fabs takes 3-5 YEARS. Micron's new Idaho fab won't meaningfully impact supply until 2028. Samsung and SK Hynix are too busy ramping up HBM4 production to expand consumer DRAM. So we're stuck. AI companies need memory to scale. But producing that memory DESTROYS the supply chain for everything else. My question here: Everyone's betting on AI scaling infinitely. But what if the AI boom STALLS because there's not enough memory to support it? What if we're not in an "AI supercycle" but a "memory shortage that kills the AI buildout"? Intel crashed 17% because they can't manufacture enough chips. The root cause though? Memory shortages limiting what they can even produce. Nvidia is cutting GPU production by 40%. AMD is struggling to get GDDR6 for Radeon cards. This isn't just a consumer problem. It's an AI infrastructure problem. And if memory doesn't scale, AI doesn't scale. The AI industry sold you on infinite scaling. But they forgot to mention the part where there's only 3 companies making the memory chips that power everything. And all 3 just chose AI data centers over you. Even Nvidia can't make enough GPUs to meet demand. Not because of energy. Not because of regulation... But because the memory supply chain is BROKEN. And it won't be fixed until 2028.

The AI boom just hit a wall nobody saw coming. And it's not software. It's not regulation. It's not even energy... It's memory chips. Right now, Dell is raising PC prices by 30%. Intel can't ship chips. Nvidia is slashing GPU production by 40%. And almost nobody understands why. Here's the "hidden" crisis the AI industry is trying to hide: AI data centers are hoarding memory. Not GPUs. Not processors. MEMORY. Every AI server needs massive amounts of high-bandwidth memory (HBM) to run those models everyone's hyping. One problem: There are only 3 companies in the world that can make it. Samsung. SK Hynix. Micron. That's it. And all 3 just diverted their entire production capacity away from normal RAM to feed AI data centers. The math that breaks everything: 1 gigabyte of HBM takes 4X the manufacturing capacity of regular DRAM. AI will consume 20% of global DRAM production in 2026. But the thing is, consumer demand for RAM didn't disappear. PCs still need memory. Phones still need memory. Cars still need memory. But there's no capacity left to make it. The price explosion: RAM prices are up 246% in the last 6 months. DDR5 contract prices jumped 100% month-over-month in some cases. Dell's CFO said he's "never witnessed costs escalating at this pace." SK Hynix and Micron? Sold out through all of 2026. Micron straight up EXITED the consumer memory market entirely to focus on AI customers. If you're not building an AI data center, you're not getting memory chips. AI data centers pay 3-5X margins compared to consumer products. So memory manufacturers are rationally choosing: Serve Microsoft and Google's AI buildout, or serve Dell's laptop business? Easy choice. Every wafer allocated to an Nvidia H100 GPU is a wafer DENIED to your next laptop. It's a zero-sum game. And consumers are losing. The dangerous cascade effect: Nvidia is cutting RTX 50-series GPU production by 30-40% because they can't get GDDR7 memory. Dell, Lenovo, HP are all raising PC prices 15-30% in early 2026. Xiaomi and other smartphone makers are cutting shipment targets. Even Intel's crash last week? Partially driven by memory shortages limiting chip production. This is a PERMANENT reallocation of the world's silicon capacity. Not a temporary supply hiccup. For decades, consumer electronics (phones, PCs, laptops) drove memory production. Now? AI data centers are the priority customer. And that priority shift is reshaping the entire tech economy. The timeline Is worse than you think: Industry analysts project shortages lasting through 2027, maybe 2028. Why? Because building new memory fabs takes 3-5 YEARS. Micron's new Idaho fab won't meaningfully impact supply until 2028. Samsung and SK Hynix are too busy ramping up HBM4 production to expand consumer DRAM. So we're stuck. AI companies need memory to scale. But producing that memory DESTROYS the supply chain for everything else. My question here: Everyone's betting on AI scaling infinitely. But what if the AI boom STALLS because there's not enough memory to support it? What if we're not in an "AI supercycle" but a "memory shortage that kills the AI buildout"? Intel crashed 17% because they can't manufacture enough chips. The root cause though? Memory shortages limiting what they can even produce. Nvidia is cutting GPU production by 40%. AMD is struggling to get GDDR6 for Radeon cards. This isn't just a consumer problem. It's an AI infrastructure problem. And if memory doesn't scale, AI doesn't scale. The AI industry sold you on infinite scaling. But they forgot to mention the part where there's only 3 companies making the memory chips that power everything. And all 3 just chose AI data centers over you. Even Nvidia can't make enough GPUs to meet demand. Not because of energy. Not because of regulation... But because the memory supply chain is BROKEN. And it won't be fixed until 2028.

Ricardo

594,643 次观看 • 7 个月前

Shapiro: Trump sits behind his desk in the Oval Office every day bullshitting the American people. But when the American people show up at the grocery store, it doesn’t matter how much they were listening to Trump — they see the prices, and they see those prices going up. And so, for all his hot air, you can’t convince people to unsee something they saw with their own eyes. And what they’re seeing are prices going way up on Donald Trump’s watch. And why are they going up? Because Donald Trump pushed a button, started a trade war, added costs to everything with his tariffs. And you’re seeing that at the grocery store. Our farmers are seeing it. Our manufacturers are seeing it. And people are worse off because of Donald Trump’s economic policies.

Shapiro: Trump sits behind his desk in the Oval Office every day bullshitting the American people. But when the American people show up at the grocery store, it doesn’t matter how much they were listening to Trump — they see the prices, and they see those prices going up. And so, for all his hot air, you can’t convince people to unsee something they saw with their own eyes. And what they’re seeing are prices going way up on Donald Trump’s watch. And why are they going up? Because Donald Trump pushed a button, started a trade war, added costs to everything with his tariffs. And you’re seeing that at the grocery store. Our farmers are seeing it. Our manufacturers are seeing it. And people are worse off because of Donald Trump’s economic policies.

Acyn

157,106 次观看 • 9 个月前

AWARENESS AND THE SYSTEM Yoko: The public believes that there's somebody up there who's very powerful because they're rich and they control the media etcetera. And they think, 'Oh, we don't have the control so we can't do it.' And we have this negativism all the time. But that's not what it is at all. They're not powerful because they're rich and they control the media. They're powerful, sadly enough because they are 'aware' and they're trying to keep other people ignorant. If our awareness level gets to the same level as they are, we outnumber them. So there's nothing they can do. John: Who is 'they'? Well, whoever 'they' are - That kept the workers uneducated. That sent children down in the mines in the Industrial Revolution in England. Who tried not to educate people. We're all part of a system, in a way, and 'they' includes us, too. #powertothepeople

AWARENESS AND THE SYSTEM Yoko: The public believes that there's somebody up there who's very powerful because they're rich and they control the media etcetera. And they think, 'Oh, we don't have the control so we can't do it.' And we have this negativism all the time. But that's not what it is at all. They're not powerful because they're rich and they control the media. They're powerful, sadly enough because they are 'aware' and they're trying to keep other people ignorant. If our awareness level gets to the same level as they are, we outnumber them. So there's nothing they can do. John: Who is 'they'? Well, whoever 'they' are - That kept the workers uneducated. That sent children down in the mines in the Industrial Revolution in England. Who tried not to educate people. We're all part of a system, in a way, and 'they' includes us, too. #powertothepeople

John Lennon

76,830 次观看 • 11 个月前

Ritual abuse survivor/trauma therapist Max Lowen: "The entire world is basically run by a satanic cult. They're psychopaths, they're pedophiles, they're parasitic... [and] they harvest us physically, etherically, spiritually... But they're not human... these are interdimensional beings that have come to this planet, that have taken it over. And they are dark, they are evil. And they are patriarchal. So they have created everything in that image." This clip of Lowen (Max Lowen) is taken from a conversation with Seth Holehouse (Man in America) posted to the Man in America Rumble channel on February 15, 2026. ---------------Partial transcription of clip---------------- "The entire world is basically run by a satanic cult. They're psychopaths, they're pedophiles, they're parasitic. So they use. They harvest us physically, etherically, spiritually. "And so at the tippy top of the pyramid, and this is going to sound, you know, I mean, we're already in crazy land for some people with what's released in Epstein, so I'll just go there. But they're not human. Okay? "So these are interdimensional beings that have come to this planet, that have taken it over. And they are dark, they are evil. And they are patriarchal. So they have created everything in that image. And then the whole hierarchy is completely compartmentalized. So different rungs have different tasks. "And things that they do. And they have different amounts of the big picture. And right below that tippy top and still above all the things like the Vatican and Freemasons or whatever are covens, believe it or not. So, practitioners of black magic, that's a big part of the control structure. But that's basically the hierarchy. "So every institution that we have on this planet, everything, has been either created or infiltrated by this cult. So that's why no one's getting arrested, because they control the military and the police and the justice system. "And so, for example, the medical system, we used to have, you know, real healing, like herbs and energetic healing. And then the Rockefellers, which are one of the bloodline families, that's a layer in that hierarchy as well. They created the allopathic medical system deliberately to slow. Poison us and slow. Kill us, profit off that process, and then shorten our lifespan, and kill us prematurely. "So that entire system, this is hard for the human to grok because we've been taught to trust these people. We look at them as, like our parental figures, benevolent. And they're not. They're actually, as a good example, the medical and pharmaceutical system are designed to harm us by its inherent design. "[And] everyone knows the food is toxic, the water's fluoridated. They spray us with chemtrails. Like these people, they worship Lucifer. They worship dark, demonic entities. They are a death cult. They also need us because they're parasitic. They have been cut off from the creator. What, God— You know, whatever you call that. The oneness. And because they're cut off, they're cut off from the life force. Their highest achievement is ego, right? Which is why they're into power and fame and wealth and all those worldly things. "So they, like many movies and TV shows, are revealing the truth. We're their batteries, like Morpheus says to Neo in the Matrix, right? So they need us— They, they particularly like to prey on babies and children because of their purity, their essence. They're a soul. They've just come in from God into a human body. "So that energy is very rich to them and they, they harvest it etherically and then they harvest it physically in the form of blood and flesh eating as well, right? So they paradoxically hate us. They consider us cattle. They, you know, and they want to depopulate us, but to a point they have to keep some of us because we're their, their energy, their fuel source, if you will. "And we're also co-creators with God, but they're, they can't create anything. They can only piggyback off existing creation. So what they do is they get us to create this, now that we see it clearly, hell on Earth reality. Now how do they do that? They use trauma-based mind control. So the same things they did to me, they do to the collective."

Ritual abuse survivor/trauma therapist Max Lowen: "The entire world is basically run by a satanic cult. They're psychopaths, they're pedophiles, they're parasitic... [and] they harvest us physically, etherically, spiritually... But they're not human... these are interdimensional beings that have come to this planet, that have taken it over. And they are dark, they are evil. And they are patriarchal. So they have created everything in that image." This clip of Lowen (Max Lowen) is taken from a conversation with Seth Holehouse (Man in America) posted to the Man in America Rumble channel on February 15, 2026. ---------------Partial transcription of clip---------------- "The entire world is basically run by a satanic cult. They're psychopaths, they're pedophiles, they're parasitic. So they use. They harvest us physically, etherically, spiritually. "And so at the tippy top of the pyramid, and this is going to sound, you know, I mean, we're already in crazy land for some people with what's released in Epstein, so I'll just go there. But they're not human. Okay? "So these are interdimensional beings that have come to this planet, that have taken it over. And they are dark, they are evil. And they are patriarchal. So they have created everything in that image. And then the whole hierarchy is completely compartmentalized. So different rungs have different tasks. "And things that they do. And they have different amounts of the big picture. And right below that tippy top and still above all the things like the Vatican and Freemasons or whatever are covens, believe it or not. So, practitioners of black magic, that's a big part of the control structure. But that's basically the hierarchy. "So every institution that we have on this planet, everything, has been either created or infiltrated by this cult. So that's why no one's getting arrested, because they control the military and the police and the justice system. "And so, for example, the medical system, we used to have, you know, real healing, like herbs and energetic healing. And then the Rockefellers, which are one of the bloodline families, that's a layer in that hierarchy as well. They created the allopathic medical system deliberately to slow. Poison us and slow. Kill us, profit off that process, and then shorten our lifespan, and kill us prematurely. "So that entire system, this is hard for the human to grok because we've been taught to trust these people. We look at them as, like our parental figures, benevolent. And they're not. They're actually, as a good example, the medical and pharmaceutical system are designed to harm us by its inherent design. "[And] everyone knows the food is toxic, the water's fluoridated. They spray us with chemtrails. Like these people, they worship Lucifer. They worship dark, demonic entities. They are a death cult. They also need us because they're parasitic. They have been cut off from the creator. What, God— You know, whatever you call that. The oneness. And because they're cut off, they're cut off from the life force. Their highest achievement is ego, right? Which is why they're into power and fame and wealth and all those worldly things. "So they, like many movies and TV shows, are revealing the truth. We're their batteries, like Morpheus says to Neo in the Matrix, right? So they need us— They, they particularly like to prey on babies and children because of their purity, their essence. They're a soul. They've just come in from God into a human body. "So that energy is very rich to them and they, they harvest it etherically and then they harvest it physically in the form of blood and flesh eating as well, right? So they paradoxically hate us. They consider us cattle. They, you know, and they want to depopulate us, but to a point they have to keep some of us because we're their, their energy, their fuel source, if you will. "And we're also co-creators with God, but they're, they can't create anything. They can only piggyback off existing creation. So what they do is they get us to create this, now that we see it clearly, hell on Earth reality. Now how do they do that? They use trauma-based mind control. So the same things they did to me, they do to the collective."

Sense Receptor

75,067 次观看 • 6 个月前

I don't worry about the actual firmware stack. I would want every country to be using American chips so that the programmers there are held at bay by our technology. The Chinese are actually trying to develop this on their own. They are beating us in developing a larger electrical grid in China very quickly, because they don't have any permitting problems. And the other area that people have been talking about directly concerning these chips is they have much more compute power. They're building data centers at a rate that's four times ours. We have more data centers, but they're catching up very quickly.

I don't worry about the actual firmware stack. I would want every country to be using American chips so that the programmers there are held at bay by our technology. The Chinese are actually trying to develop this on their own. They are beating us in developing a larger electrical grid in China very quickly, because they don't have any permitting problems. And the other area that people have been talking about directly concerning these chips is they have much more compute power. They're building data centers at a rate that's four times ours. We have more data centers, but they're catching up very quickly.

Kevin O'Leary aka Mr. Wonderful

23,346 次观看 • 3 个月前

CES Report #2: Asygn claims it has the best computer vision chips for glasses. Uses very little power. I include this because these chips are going to run the vision workloads in glasses of the future. They will demonstrate how glasses can recognize everything in the world in a very privacy-protecting way (data doesn’t leave the chip), while using very little power. I have long heard Meta and Apple are doing similar chips for their devices. Really matters in products coming in 2027 or later.

CES Report #2: Asygn claims it has the best computer vision chips for glasses. Uses very little power. I include this because these chips are going to run the vision workloads in glasses of the future. They will demonstrate how glasses can recognize everything in the world in a very privacy-protecting way (data doesn’t leave the chip), while using very little power. I have long heard Meta and Apple are doing similar chips for their devices. Really matters in products coming in 2027 or later.

Robert Scoble

13,524 次观看 • 7 个月前

Former BlackRock fund manager Ed Dowd warns that Boomers will be forced to sell their investment homes at steep discounts when the stock market tanks: "The only way this clears up is through price declines." "A lot of the people... selling these homes are... older and are retired... and some of them have multiple properties, and they're going to be downsizing and/or they're renting them out—AirBnB investments, what have you. [And] they are being stubborn on lowering their prices because they're still anchored mentally to the 2022 home price[s], and they don't feel the need to lower [them] because they have big investment portfolios of Nasdaq stocks. "So if we get a Nasdaq crunch, which we're already in the process of having, and their stock portfolios start to underperform dramatically, that might cause them to panic and start lowering home prices." This clip of Dowd (Edward Dowd) is taken from an interview with Greg Hunter (Greg Hunter) posted to Rumble on April 2, 2026.

Former BlackRock fund manager Ed Dowd warns that Boomers will be forced to sell their investment homes at steep discounts when the stock market tanks: "The only way this clears up is through price declines." "A lot of the people... selling these homes are... older and are retired... and some of them have multiple properties, and they're going to be downsizing and/or they're renting them out—AirBnB investments, what have you. [And] they are being stubborn on lowering their prices because they're still anchored mentally to the 2022 home price[s], and they don't feel the need to lower [them] because they have big investment portfolios of Nasdaq stocks. "So if we get a Nasdaq crunch, which we're already in the process of having, and their stock portfolios start to underperform dramatically, that might cause them to panic and start lowering home prices." This clip of Dowd (Edward Dowd) is taken from an interview with Greg Hunter (Greg Hunter) posted to Rumble on April 2, 2026.

Sense Receptor

203,314 次观看 • 4 个月前

$Americans are being priced out of playing videos games and the reason is Data Centers The Nintendo Switch 2 is $500 A high-end Xbox is $800 The PlayStation 5 Pro is $900 It’s causing major shifts: - PlayStation is ending physical disks - NVIDIA GeForce is implementing a gaming cap for a maximum amount of hours played per month - XBox is divesting in 5 gaming studios Data Centers are buying and using so much RAM memory that one stick that used to cost $200 now costs over $1,000 “Huge increases across the board” 3 companies make almost all memory chips “these chips are really only made by about 3 companies in the entire world, and those 3 companies have limited output. So they have to decide, do they want to build high-end memory chips for AI data centers or consumer-grade memory chips for all of our devices? As you can probably guess, They didn't choose us. OpenAI reportedly committed to buying 40% of all the memory chips in the entire world just for their Stargate multi-state data center project. For memory chip companies, this was a huge payday, but it meant absolute scarcity for consumer memory chips, which of course means massive price increases for you and I” Gaming companies aren’t going to invest in next gen consoles that will only sell a fraction of the amount of previous consoles because of price. It wouldn’t make sense because game developers are going to focus on the consoles with all the users, the older consoles So gaming console manufacturers are moving towards new revenue streams like controlling how you can buy a game, more subscription costs and more$

Americans are being priced out of playing videos games and the reason is Data Centers The Nintendo Switch 2 is $500 A high-end Xbox is $800 The PlayStation 5 Pro is $900 It’s causing major shifts: - PlayStation is ending physical disks - NVIDIA GeForce is implementing a gaming cap for a maximum amount of hours played per month - XBox is divesting in 5 gaming studios Data Centers are buying and using so much RAM memory that one stick that used to cost $200 now costs over $1,000 “Huge increases across the board” 3 companies make almost all memory chips “these chips are really only made by about 3 companies in the entire world, and those 3 companies have limited output. So they have to decide, do they want to build high-end memory chips for AI data centers or consumer-grade memory chips for all of our devices? As you can probably guess, They didn't choose us. OpenAI reportedly committed to buying 40% of all the memory chips in the entire world just for their Stargate multi-state data center project. For memory chip companies, this was a huge payday, but it meant absolute scarcity for consumer memory chips, which of course means massive price increases for you and I” Gaming companies aren’t going to invest in next gen consoles that will only sell a fraction of the amount of previous consoles because of price. It wouldn’t make sense because game developers are going to focus on the consoles with all the users, the older consoles So gaming console manufacturers are moving towards new revenue streams like controlling how you can buy a game, more subscription costs and more

Wall Street Apes

80,738 次观看 • 23 天前

CHINA JUST HIT THE NUMBER THAT BREAKS THE MEMORY CARTEL. 🚨 Cheap Chinese chips are about to flood the global market. CXMT, China's biggest memory chip maker, can now make advanced memory chips with 80% of every batch coming out good. That number matters. Below 80%, you lose money on every chip. Above 80%, you make money on every chip. China just crossed that line. For years, three companies (Samsung, SK Hynix, and Micron) controlled the entire memory market. They pushed prices up 414% in three months. They handed out $400,000 bonuses. Goldman Sachs calls it "RAMageddon. They thought they had years before China could catch up. They were wrong. CXMT revenue is up 700% versus last year. They're scaling fast.

CHINA JUST HIT THE NUMBER THAT BREAKS THE MEMORY CARTEL. 🚨 Cheap Chinese chips are about to flood the global market. CXMT, China's biggest memory chip maker, can now make advanced memory chips with 80% of every batch coming out good. That number matters. Below 80%, you lose money on every chip. Above 80%, you make money on every chip. China just crossed that line. For years, three companies (Samsung, SK Hynix, and Micron) controlled the entire memory market. They pushed prices up 414% in three months. They handed out $400,000 bonuses. Goldman Sachs calls it "RAMageddon. They thought they had years before China could catch up. They were wrong. CXMT revenue is up 700% versus last year. They're scaling fast.

CryptoGoos

64,440 次观看 • 3 个月前

Canada Border Security says because they are short staffed, illegals are no longer required to be screened before entry Illegals simply enter Canada, click a couple boxes on their phone and they are officially “refugees” “In essence, to speed things up because we are short-staffed, we're allowing people into the country without first doing that security screening? — So basically, they take out their phone, theoretically, and they tap it a few times, and they are now in the country as a refugee accepted by our country?” “Yes. We get some basic data from them, and again, we do the biometrics. Beyond that, they're doing that on their own, yes.”

Canada Border Security says because they are short staffed, illegals are no longer required to be screened before entry Illegals simply enter Canada, click a couple boxes on their phone and they are officially “refugees” “In essence, to speed things up because we are short-staffed, we're allowing people into the country without first doing that security screening? — So basically, they take out their phone, theoretically, and they tap it a few times, and they are now in the country as a refugee accepted by our country?” “Yes. We get some basic data from them, and again, we do the biometrics. Beyond that, they're doing that on their own, yes.”

Wall Street Apes

277,983 次观看 • 9 个月前

“The Zoomers are so much better than the Millennials” Marc Andreessen 🇺🇸 on the AI-native Zoomers who learned tech from YouTube and have a burning desire to build something great: “2015 to 2024... was a very, very strange period. And a lot of just things got really weird. And the Zoomers are the generation that basically was on the receiving end of that.” “And they're not walking around feeling guilty about everything all the time. They're not feeling like they have to deny that they want to be successful.” “They've seen a thousand hours of YouTube videos from all the great people in tech talking about how to do everything. They just know so much more than previous generations of founders did.” “They're all AI native. They all basically learn AI from scratch and in college. They're coming out, and they totally understand it.” “They wear their heart on their sleeve. They're gonna build something great. And they're completely unapologetic about it.”

“The Zoomers are so much better than the Millennials” Marc Andreessen 🇺🇸 on the AI-native Zoomers who learned tech from YouTube and have a burning desire to build something great: “2015 to 2024... was a very, very strange period. And a lot of just things got really weird. And the Zoomers are the generation that basically was on the receiving end of that.” “And they're not walking around feeling guilty about everything all the time. They're not feeling like they have to deny that they want to be successful.” “They've seen a thousand hours of YouTube videos from all the great people in tech talking about how to do everything. They just know so much more than previous generations of founders did.” “They're all AI native. They all basically learn AI from scratch and in college. They're coming out, and they totally understand it.” “They wear their heart on their sleeve. They're gonna build something great. And they're completely unapologetic about it.”

a16z

132,883 次观看 • 7 个月前

"China took advantage of the historically LOW OIL PRICES to build up their strategic RESERVES. Now, they have ~1.5 BILLION barrels, and that stockpile hasn't gone down... because IRAN is selling MORE oil to CHINA, and so are RUSSIA and VENEZUELA." Carl Zha noted that Beijing prepared for this exact war, and those who claim the US won't be harmed by soaring oil prices are ignoring the fact that the US may have oil... but everything else is "MADE IN CHINA."

"China took advantage of the historically LOW OIL PRICES to build up their strategic RESERVES. Now, they have ~1.5 BILLION barrels, and that stockpile hasn't gone down... because IRAN is selling MORE oil to CHINA, and so are RUSSIA and VENEZUELA." Carl Zha noted that Beijing prepared for this exact war, and those who claim the US won't be harmed by soaring oil prices are ignoring the fact that the US may have oil... but everything else is "MADE IN CHINA."

Rachel Blevins

74,813 次观看 • 4 个月前

AI companies just BROKE the global supply chain for every piece of technology you own. And the fallout is way worse than anyone predicted... Sony is delaying the next PlayStation to 2028 or 2029. Nintendo is hiking the Switch 2 price mid-cycle. Apple warned investors that iPhone margins are getting crushed. Cisco just posted its worst share loss in 4 years. Oppo is cutting phone shipments by 20%. Lenovo, Dell, HP, Acer, and ASUS are all raising laptop prices 15-20%. Samsung is now reviewing memory contracts QUARTERLY instead of annually because prices change too fast to plan. And Elon Musk just told investors Tesla has to build its own chip factory from scratch because no supplier on the planet can keep up. His exact words: "We've got two choices: hit the chip wall or make a fab." All of this happened in the last 3 weeks. Same cause. Every single time. AI data centers are buying every memory chip on Earth. And there's nothing left for everyone else. Here's how we got here: 3 years ago, ChatGPT launched and the AI arms race began. Since then, Samsung, SK Hynix, and Micron, the only 3 companies that make memory chips, quietly made a decision that's now reshaping the ENTIRE global economy. They stopped prioritizing consumer memory. Every factory. Every production line. Every wafer. All redirected toward one customer: AI data centers Why? Money. AI memory chips sell for 3-5X the margin of regular RAM. When Google calls offering to buy your entire output at premium pricing, you don't say no. So the 3 companies that control 90% of the world's memory supply chose their highest-paying customers and left everyone else fighting over scraps. The numbers from this week are insane: OpenAI's Stargate project ALONE will consume 40% of the entire world's DRAM output. HBM demand is surging 70% year over year in 2026. HBM now takes 23% of total DRAM wafer production, up from 19% last year. Meanwhile, there's a 4% gap between global DRAM supply and demand. And that doesn't even account for depleted inventories across multiple industries. DRAM prices have surged over 170% since early 2025. DDR5 contract prices are still jumping double digits month over month. And the memory makers? They're printing money. Micron's revenue is expected to more than DOUBLE this fiscal year. SK Hynix sales doubled in 2024 and are on pace to double AGAIN. Samsung just reported quarterly profit nearly tripling. 3 companies. $650 billion in AI spending chasing their products. And they get to name their price. But the collateral damage is everywhere: Every industry that uses memory, which is every industry, is getting squeezed. Smartphone manufacturers are getting destroyed. For a mid-range phone, memory now represents up to 30% of the total build cost. Triple what it was in early 2025. Chinese phone makers like Xiaomi, Oppo, and Transsion are cutting shipment forecasts and raising prices because they literally cannot afford the memory to build their phones. Lenovo's CFO called the cost surge "unprecedented" and admitted they stockpiled 50% more inventory than normal just to survive the next few months. The PC market could shrink by up to 9% this year according to IDC. Not because people don't want computers. But because they can't afford the memory that goes inside them. And the gaming industry? Sony is seriously considering pushing the next PlayStation to 2028 or 2029. Their carefully planned console cycle is getting blown up because they can't secure memory at prices that make a new console viable. Nintendo is looking at raising the Switch 2 price. In the middle of a launch cycle. Something console makers almost never do. Nvidia is cutting RTX GPU production because they can't get enough GDDR7 memory. Even the car industry is getting hit... Analysts are warning about a repeat of the pandemic-era chip shortage that shut down auto factories worldwide. All because AI companies decided their chatbots needed the memory more than your car does. And this doesn't get better for YEARS. Building a new memory fab takes 3-5 years minimum. Micron's new factory in Idaho won't meaningfully increase supply until 2027 at the earliest. By then, AI demand will have grown even more. Memory makers are already selling their 2027 AND 2028 capacity to AI customers today. There is no supply relief coming. That's why Elon is planning to build Tesla's own "TeraFab," a massive semiconductor plant that makes logic chips, memory, AND packaging all under one roof. He said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels the company needs. Think about that. One of the richest men in the world, running one of the largest companies on Earth, can't buy enough memory chips. So he's building his own factory. If ELON can't get supply, what chance does everyone else have? The AI revolution has a tax. And YOU'RE paying it. Every dollar Big Tech spends on AI infrastructure drives up the cost of the memory inside your phone, your laptop, your car, your TV, and your gaming console. $650 billion in AI spending this year. 3 companies controlling 90% of the memory supply. And every wafer they allocate to an Nvidia GPU is a wafer denied to the device in your pocket. The AI boom isn't free. You're subsidizing it every time you buy a piece of technology. And the bill just went up like crazy.

AI companies just BROKE the global supply chain for every piece of technology you own. And the fallout is way worse than anyone predicted... Sony is delaying the next PlayStation to 2028 or 2029. Nintendo is hiking the Switch 2 price mid-cycle. Apple warned investors that iPhone margins are getting crushed. Cisco just posted its worst share loss in 4 years. Oppo is cutting phone shipments by 20%. Lenovo, Dell, HP, Acer, and ASUS are all raising laptop prices 15-20%. Samsung is now reviewing memory contracts QUARTERLY instead of annually because prices change too fast to plan. And Elon Musk just told investors Tesla has to build its own chip factory from scratch because no supplier on the planet can keep up. His exact words: "We've got two choices: hit the chip wall or make a fab." All of this happened in the last 3 weeks. Same cause. Every single time. AI data centers are buying every memory chip on Earth. And there's nothing left for everyone else. Here's how we got here: 3 years ago, ChatGPT launched and the AI arms race began. Since then, Samsung, SK Hynix, and Micron, the only 3 companies that make memory chips, quietly made a decision that's now reshaping the ENTIRE global economy. They stopped prioritizing consumer memory. Every factory. Every production line. Every wafer. All redirected toward one customer: AI data centers Why? Money. AI memory chips sell for 3-5X the margin of regular RAM. When Google calls offering to buy your entire output at premium pricing, you don't say no. So the 3 companies that control 90% of the world's memory supply chose their highest-paying customers and left everyone else fighting over scraps. The numbers from this week are insane: OpenAI's Stargate project ALONE will consume 40% of the entire world's DRAM output. HBM demand is surging 70% year over year in 2026. HBM now takes 23% of total DRAM wafer production, up from 19% last year. Meanwhile, there's a 4% gap between global DRAM supply and demand. And that doesn't even account for depleted inventories across multiple industries. DRAM prices have surged over 170% since early 2025. DDR5 contract prices are still jumping double digits month over month. And the memory makers? They're printing money. Micron's revenue is expected to more than DOUBLE this fiscal year. SK Hynix sales doubled in 2024 and are on pace to double AGAIN. Samsung just reported quarterly profit nearly tripling. 3 companies. $650 billion in AI spending chasing their products. And they get to name their price. But the collateral damage is everywhere: Every industry that uses memory, which is every industry, is getting squeezed. Smartphone manufacturers are getting destroyed. For a mid-range phone, memory now represents up to 30% of the total build cost. Triple what it was in early 2025. Chinese phone makers like Xiaomi, Oppo, and Transsion are cutting shipment forecasts and raising prices because they literally cannot afford the memory to build their phones. Lenovo's CFO called the cost surge "unprecedented" and admitted they stockpiled 50% more inventory than normal just to survive the next few months. The PC market could shrink by up to 9% this year according to IDC. Not because people don't want computers. But because they can't afford the memory that goes inside them. And the gaming industry? Sony is seriously considering pushing the next PlayStation to 2028 or 2029. Their carefully planned console cycle is getting blown up because they can't secure memory at prices that make a new console viable. Nintendo is looking at raising the Switch 2 price. In the middle of a launch cycle. Something console makers almost never do. Nvidia is cutting RTX GPU production because they can't get enough GDDR7 memory. Even the car industry is getting hit... Analysts are warning about a repeat of the pandemic-era chip shortage that shut down auto factories worldwide. All because AI companies decided their chatbots needed the memory more than your car does. And this doesn't get better for YEARS. Building a new memory fab takes 3-5 years minimum. Micron's new factory in Idaho won't meaningfully increase supply until 2027 at the earliest. By then, AI demand will have grown even more. Memory makers are already selling their 2027 AND 2028 capacity to AI customers today. There is no supply relief coming. That's why Elon is planning to build Tesla's own "TeraFab," a massive semiconductor plant that makes logic chips, memory, AND packaging all under one roof. He said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels the company needs. Think about that. One of the richest men in the world, running one of the largest companies on Earth, can't buy enough memory chips. So he's building his own factory. If ELON can't get supply, what chance does everyone else have? The AI revolution has a tax. And YOU'RE paying it. Every dollar Big Tech spends on AI infrastructure drives up the cost of the memory inside your phone, your laptop, your car, your TV, and your gaming console. $650 billion in AI spending this year. 3 companies controlling 90% of the memory supply. And every wafer they allocate to an Nvidia GPU is a wafer denied to the device in your pocket. The AI boom isn't free. You're subsidizing it every time you buy a piece of technology. And the bill just went up like crazy.

Ricardo

567,835 次观看 • 6 个月前