
Astolf
22.9K posts

Astolf
@Astolf995
Orbital Datacenter System Architect



Peter Magyar confirms the Romani anthem will be played alongside the Hungarian and Szekely anthems at the first, forming session of the National Assembly. He also invited the Romani children's band from the village of Sükösd, after promising it to them during his campaign.

La croissance cale à 0% au premier trimestre alors que la Banque de France prévoyait 0,3%





Le directeur de Migros, Mario Irminger, alerte sur la dépendance du commerce de détail suisse à l'immigration. Avec 1000 postes vacants, il craint une baisse de l'offre sans apport de main-d'œuvre étrangère. brnw.ch/21x27B3

$AMD has the supply to hit $12-$15 EPS 🧵 @AMD has meaningful TSMC's 2nm allocation 🧵 Lots of mixed information between 2nm and 3nm out there. At $15-$18 Non-GAAP EPS from Q3 2026 to Q2 2027, AMD is trading at 19x-24x Forward P/E at $359/share. 1. Apple is reported to have >50% of 2nm capacity for Iphone 18 lineup, M6-series Mac chips. Iphone 18 total revenue is expected to be flat at best or fall modestly by 2% vs Iphone 17, so the 50% capacity is unlikely to increase much. 2. AMD EPYC Venice and MI455x are on TSMC 2nm with at least share above 30% 3. $NVDA Rubins are on 3nm 4. $AVGO $QCOM MediaTek are on 3nm as well TSMC’s 2nm (N2) expansion is accelerating dramatically in 2026 . 2 primary 2nm fabs and scaling production to 60,000-65,000 WPM by end of 2026 or early 2027. Read more on 5 more fabs below. If Apple have a flat YoY on Iphone 18, then most of 5 2nm Fabs expansion are for $AMD. Meaning, $AMD can secure significant % of EPYC Venice (CPUs) and MI455X(GPUs). Not Financial Advice!




This is how friendships end.









