NVIDIA eyes Google for investment, seeing it as the last major frontier lab outside its orbit. However, Google has no incentive to accept such a deal 1.
Google’s Project Genie could kill traditional game development platforms like Unity and Roblox. AI’s disruptive force will reshape business models relentlessly 14.
AI agents exhibit emergent self-iteration. While individual agents are “unconscious repeaters,” their collective action reveals true, emergent demand and evolution 7.
💡 Semiconductor/AI Supply Chain & Industry Dynamics#
ABF substrate crunch is reshaping the market. Unimicron leads, but rivals are closing in. Ultra-high-density AI server designs face persistent CoWoS packaging shortages, compounded by warping and thermal stress issues 6.
Kioxia is significantly displeased with SanDisk’s “freeloading” behavior, highlighting underlying tensions within the industry 8.
ASIC server demand fuels Taiwan’s high-end CCL (Copper Clad Laminate) shipments. Cloud Service Providers (CSPs) maintain robust CAPEX, boosting AI server and high-speed network switch markets, driving CCL advancements 27.
SanDisk’s recent stock surge may already price in its massive 2027 operating profit margins. If not fully priced, significant upside remains 28.
Even after today’s crash, silver is up 126% and gold up 48% over 6 months. Bulls win this battle despite a single day of bears 12.
Both $SLV and $SPY saw 9 consecutive positive months, hitting new highs ($SLV at $100, $SPY at 7,000). Such streaks often precede a shift. What comes next is the question 13, 25.
Drawdowns are normal. Historical data since 2009 shows yearly occurrences: 2010 (-18%), 2011 (-21%), 2012 (-9% and -11%), 2013 (-5%, -5%, and -7%), 2014 (-5%, -6%, and -7%) 18.
Silver’s recent plunge directly stems from CME’s actions. CME hiked margin rates for the second time this month, from 9% to 11% (effective Jan 29), after switching to percentage-based margins on Jan 13. This increases margin costs by 20-25%29.
Copper, not gold, is the “King of Metals” for the next decade. AI and data centers require massive amounts of copper for wiring, power, and cooling – it’s the “nervous system” 30.
My $EL (Estée Lauder) position is now FULL PORT, following a discovery of a significant personal connection 2.
Deep analysis of SoFi ($SOFI) after years of observation suggests strong potential, having thoroughly reviewed its fundamentals 16.
Significant ownership stakes exceeding 5% in companies like #ONDS are noteworthy 20.
Oracle (#ORCL) faces a red flag. Nvidia’s Stargate freeze directly impacts Oracle, which acted as an OpenAI “sublandlord” with maxed leverage. Their high CapEx on facilities might soon have no tenants 21.
Selling options in a one-sided market often leads to losses. Options offer more than just selling premium; they provide convexity and protection. While automated tools simplify position management, timing and selection for buying options remain critical 15.
SpaceX’s FCC filing for a 1 million-satellite constellation with unprecedented AI computing power is a moonshot. The sheer scale is mind-boggling; imagine the sky choked with satellites 19.