Aseem

🚨 LMFAO! GOV. RON DESANTIS: "I'm doing a fundraiser in Florida, and a very nice gentleman talks about his decision to leave California, loving Florida, thanking me..." "...then pauses and says, 'I'm Gavin Newsom's father-in-law.' The crowd ERUPTED." 🤣🔥

Do not get FOMO now $SMCI 1x from dip. $SMCI put out a statement today. They worked with Taiwanese authorities to stop 50 of their servers from being illegally diverted into China. Three arrests, servers seized. The systems were sold to an authorized reseller, then deceptively moved downstream beyond $SMCI control. For a company that spent the last two years under accounting and governance clouds, being the side that helps law enforcement is a good look. It adds no revenue, but it chips away at the trust discount. And the PRICE agrees. $SMCI is back above $40 today. It bottomed near $19. It is out of the trenches. 100% gains who bought the dip. Demand is doing the heavy lifting. $DELL 's AI server ramp shows how real the orders are, and $SMCI sits in the same lane. I have a hard time seeing how this does not reach $80 from here, and I do not think that is the ceiling.

Y'all are too negative on MediaTek. They know how to do chip design

Leopold Aschenbrenner, manager of Situation Awareness with roughly $10B AUM, said AI training clusters could scale from roughly 25k $NVDA H100s during the GPT-4 era to potentially “100M H100 equivalents” by 2030, requiring over 20% of total U.S. electricity production. More importantly, that trajectory continues reinforcing the long-term infrastructure demand tied to GPUs and ASICs from $MRVL and $VVGO alongside the broader power, datacenter $CRWV $IREN, and hyperscaler buildout happening across companies like $AMZN and $GOOGL as AI systems continue scaling globally.