Posts
China to Double Memory Production Capacity for AI, Influencing the Global Market
**Massive Capacity Surges:** CXMT, China's largest DRAM maker, is projected to ramp up its wafer production significantly. Plans target expanding output from approximately 350,000 wafers per month up to 500,000 wafers over the next two years. Similarly, YMTC is expanding capacity, dedicating a significant portion of its newest fab (Fab …
Did I Discover The Biggest Opportunity In The Market?
Data is the most valuable asset in the world. It is how all the big companies know exactly what you want, when you want it, and how you like it. Have you ever been thinking in the shower about something random, and then all of a sudden you get recommended …
Fuxk it - Shorting SPCX
Aug 6 = first earnings + first lockup expiry (insiders can sell up to 20%). Float is only 3-5%, stock already fell from $225 to \~$158, still burning \~$5B/year, Morningstar FV \~50% lower. PLTR and MSTR both dumped after their Nasdaq-100 inclusions. Plan: short a bounce toward $180-190 mid-July, stop …
Vertical Aerospace, Honeywell Expand Partnership To Bring VX4 eVTOL To Market
Strong commitment to European certification. Aiming to be the European Airbus of EVTOL. Honeywell is a strong aerospace company. Stages in flight control, transition, maneuverability are being completed. Multiplier is asymmetrical high upside. Good backlog (>1500units) to start. Sounds solid.
Samsung flags 19-fold jump in profit, but shares slump on jitters AI boom may stall
Iran resumes attacks in Strait of Hormuz, U.S. says
RDDT to $300
Does username check out? RDDT 160c 12/18 - 10 contracts I paid $32,500 for them
SpaceX - Squeeze Potential
643 million shares \-193 million shorted as of July 1 (per Ortex, check Reuters or yahoo finance article - won’t know until the next finra publish) \-100 million locked in index funds? \-110-130 million locked in calls \-10s of millions still under calendar restriction for anti ipo flipping policies (assuming …
Galaxy Completes Phase I of Its Helios Data Center Campus, Delivering 133 Megawatts of Critical IT Load to CoreWeave
Micron Breaks Ground On $9 Billion Hiroshima Memory Chip Plant
Micron has broken ground on a ¥1.5 trillion (\~$9.3B) HBM memory facility in Hiroshima, backed by up to ¥500 billion in Japanese government support. The plant is expected to supply next-generation AI memory beginning around 2028, reinforcing the long-term AI infrastructure buildout and Japan’s push to strengthen domestic semiconductor manufacturing. …