Posts
Meta jumps into AI coding market in effort to chase Anthropic and OpenAI
Meta jumps into AI coding market in effort to chase Anthropic and OpenAI
The LeBron Swan Song: King James Saves NKE on His Way Out
Hello fellow degenerates! I’ve been a long time lurker and have loved watching your plays over the years. You’ve brought me a lot of laughs and helped me lose a lot of money. Hopefully I can return the favor with this DD. I present to you Nike. Nike is an …
Apple just gave Broadcom $30B to make its chips in America. Made in the USA 🦅
Apple announced a new Broadcom agreement expected to exceed $30 billion and produce more than 15 billion U.S.-made chips. Broadcom plans to invest $1.5 billion to expand its Fort Collins, Colorado facility as part of the deal. The companies’ custom ASIC silicon collaboration now extends through 2031 for multiple generations …
Micron announces up to $3 billion strategic investment to strengthen US semiconductor ecosystem
Starbucks Taps AI to Reduce Reliance on Microsoft, IBM Software (means buy your own hardware)
**Takeaways by Bloomberg AI** * Starbucks Corp. is developing in-house tools with the help of artificial intelligence that could replace some software applications it now buys from companies such as Microsoft Corp. and International Business Machines Corp. * The company is building alternatives to a Microsoft system that tracks inventory …
The Rare Earth Minerals play is here
Long time lurker, first time poster. Feel free to call me regarded. $USAR and $MP are companies backed by the US govt with plants in production or just starting production. $MP is the **only publicly traded US stock that manufactures permanent magnets**. Permanent magnets are used in complex avionics systems, …
Back-of-the-Envelope Math on the AI Spending Boom
I'm trying to build a framework for thinking about AI CapEx spend relative to the return, i.e., what revenue and profitability are required to generate a reasonable return. 1. CapEx Spending For Microsoft, Amazon, Alphabet, and Meta, combined CapEx has gone roughly: - 2023: ~$151B - 2024: ~$246B - 2025: …
Execs Confused and Horrified by the Huge AI Bills After Thinking They Could Replace Workers for Free
SK Hynix US Offering Is More Than 7 Times Oversubscribed - Bloomberg
SK Hynix US Offering Is More Than 7 Times Oversubscribed - Bloomberg Bloomberg reported that SK Hynix Inc.'s US listing is more than seven times oversubscribed, according to people familiar with the matter, as the South Korean memory chipmaker prepares to price its offering Thursday. The sale of 177.9 million …