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SNEAKO met fans after Jummah prayers in New York 🔥

이거 올리면 삭제 된다는데?? ㄷㄷㄷㄷ

BREAKING: President Trump says the Trump Administration might buy equity stakes in US AI companies and that he will host a meeting with AI executives as soon as next week, per Reuters.

A 70-year-old man was charged with attempted murder after he tried to drown a 21-year-old man on crutches at a residents-only lake in Hopkinton, Massachusetts, over a dispute about access to the lake. According to a Hopkinton police report, Dana shouted at a group of young men that it was "time to go," referring to the group riding a jet ski on the lake The group and Dana shout back and forth, with Dana eventually walking up to the group to confront them, according to officials "Are you going to beat up a cripple?" one of Duffy's friends reportedly asked Dana. "I don't care, I'll take a cripple." Dana responded, according to the report. Speaking with NewsCenter 5, the victim, Matthew Duffy, said he feared for his life. "I was so scared for my life because I can't fight back, I broke practically everything and this guy's on top of me under the water, I can't see what's going on, I can't fight back," Duffy said Steven Dana was charged with an attempt to murder, two counts of strangulation/suffocation, and assault and battery on a disabled person.

So SemiAnalysis dropped a headline that looks bearish for memory, and everyone is misreading it. $MU The claim: NVDA is cutting Rubin NVL72 SOCAMM DRAM from ~55TB to ~28TB per rack. Most Rubin systems move to 96GB modules instead of 192GB. Rack cost drops from $7.6M to $6.8M, TCO from $4.16 to $3.90 per GPU-hour. Surface read: they are halving the memory. Sell memory. Here is the part most people get wrong. SOCAMM is LPDDR5X. It is not HBM. The thing they trimmed is the commodity DRAM bolted to the Vera CPU. The HBM4 on the actual Rubin GPU is untouched, still 8 stacks, 288GB per GPU. The high-margin link in the chain did not move an inch. So why cut at all? Because memory is the current bottleneck and NVDA knows it. SemiAnalysis has SOCAMM contract pricing near $8/GB in 1Q26, a sharp step-up driven by the LPDDR5X surge and broad DRAM tightness. When your input is scarce and repricing higher every quarter, you ration it. You spec it down. You manage TCO. That is not demand weakness. That is a buyer flinching at how tight supply is. → NVDA still calls SOCAMM a $300B TAM. They are managing specs inside a shortage, not walking away. → The cut is on the cheap DRAM. The scarce, sold-out, margin-rich part is HBM, and that allocation is locked. → MU confirmed its HBM4 36G 12H in high-volume production for Vera Rubin. At GTC Taipei NVDA named all three suppliers. SK Hynix takes the largest share, Samsung next, MU the smallest slice. But MU is in the build. The frame I keep coming back to: the bottleneck moved from chips to memory, and the durable one is power. This SOCAMM story is NVDA actively managing the memory link. You do not manage what is abundant. The risks remain: → $MU is the smallest of the three on Rubin HBM4. Share, not access, is the open question. → If LPDDR pricing is what NVDA is really pushing back on, that pressures commodity-DRAM margin even as HBM holds. A headline that screams bearish is NVDA confirming memory is the choke point. They cut the cheap stuff and protected the expensive stuff. That is the whole tell.