Shay BcIocr

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Shay BcIocr

Shay BcIocr

@BostonMae1

Supporting Our Sisters Caught Up In The Criminal Justice System. In Collaboration W/@Darrell64755043 #TheSpecialist We’re In The Fight🙌🏽#TheInnocentConvicts

Boston, MA 参加日 Ağustos 2017
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Shay Boloor
Shay Boloor@StockSavvyShay·
Elon Musk said the company plans to use $INTC 14A process for its large-scale Terafab as the node matures. He also said $tsla wants memory, logic, masks and packaging under one roof to speed up chip iteration.
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Shay Boloor
Shay Boloor@StockSavvyShay·
SK HYNIX Q1 EARNINGS • Revenue $35.6B vs Est. $35.1B • Operating Profit $25.4B vs Est. $24.6B • EBITDA $28.0B vs Est. $27.8B Q2 Guidance • DRAM guided up ~8% QoQ • NAND guided up ~15% QoQ (including Solidigm) CapEx is expected to increase significantly versus last year.
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Shay Boloor
Shay Boloor@StockSavvyShay·
$TSLA now expects 2026 capex to come in around $25B which is up from the prior $20B outlook. Musk said the increase is because Tesla is working on “a lot of large, ambitious projects.”
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Shay Boloor
Shay Boloor@StockSavvyShay·
Elon Musk says Optimus could start being useful outside Tesla as soon as next year. $TSLA is ramping production, building a second Optimus factory at Giga Texas and plans to unveil the V3 design around mid-year.
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Shay Boloor
Shay Boloor@StockSavvyShay·
Elon’s first message on the call was that $TSLA is increasing capex across batteries, AI training, chips & manufacturing now to drive higher revenue later. He also said Cybercab production has started with output expected to ramp slowly at first & then accelerate into year-end.
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