🌍Cupis Praemium 🍀

A deadly combo. Diagnosis bias: the moment we label a person or a situation, we put on blinders to all evidence that contradicts our diagnosis. Confirmation bias: we only accept new information that agrees with our diagnosis.

@SixSigmaCapital 'Er vandoor met de POET.' in Dutch means 'gone and took the money. 🤣

One red day later... Hey guys theres this great stock called POET Don't know if you know it

@elvermo @business 🤣 Da's geen serieuze competitie voor Adobe; wel serieus zijn Midjourney, OpenAI/DALL-E.

@business HASN'T ADOBE SUFFERED ENOUGH

Apple is planning a major overhaul of the built-in photo-editing features for the iPhone, iPad and Mac, leaning heavily on artificial intelligence to better compete with Android devices bloomberg.com/news/articles/…

Oh no this is NOT the end of the AI bubble. We're just getting started.

@nrossolillo Oh I'm old enough to remember 🤣.

Oh chip stocks can go down too? I forgot...

Integrating everything into CoWoS-L—meaning the RDL design, ABF substrate layout, thermal management, and finalizing the BIST and scan test strategies—is going to be a long and grueling road. Broadcom is likely watching from the sidelines with a "let's see you try" attitude. Personally, I’m betting against it.

@HaussernotC Oui! Ta6! Si noir prend avec le pion (b7xa6), alors 2. b7#. Si noir déplace le fou, alors 2. Ta7#. C’est gagné en deux coups !

A tricky and very famous chess puzzle. It was created by Paul Morphy a very long time ago ♟️ White to move and checkmate in 2 moves! Can you solve it?

Feels like we’re still early in the compute cycle. Supply isn’t easy, real-world constraints are everywhere. And every step forward in AI just seems to create more demand for compute.

Those selling the stock after reading the WSJ article on OpenAI fall into two categories: 1.Those who had been looking for an excuse to sell and are using this as the opportunity; and 2.Those who are simply dumb enough to follow the mood. Why do you think Sam Altman declared “code red” last year? Obviously, it was because they were falling short of their targets. If turning something everyone already knew into a sensational story counts as a skill, then I guess that is a skill.

@MikeFritzell #memory #HBM

SK Hynix expected to bring in $300 billion in profit in 2027? Seems completely absurd

Remarks by SK Group Chairman Chey Tae-won at today’s seminar: He identified four key bottlenecks in the AI industry: capital, electricity, graphics processing units (GPUs), and memory. "Building a 1GW AI data center costs around $50 billion, and globally, 10–20GW of AI data centers are being built every year." "South Korea currently has only around 1GW of total data center capacity even including conventional data centers, and AI-dedicated capacity accounts for less than 5% of that." "One nuclear reactor is roughly equivalent to 1GW, but in reality, 1.2–1.3GW of spare capacity is needed to operate an AI data center reliably." "China is ahead of the United States in power generation capacity, and its pace of capacity buildout is also expected to be faster." On GPUs: Nvidia remains highly dominant, but as the paradigm shifts from training to inference, we are entering an era where different hardware and software will be needed for each segment. "AI ultimately comes down to how much memory can be stored. High-bandwidth memory, or HBM, is placed right next to the GPU to improve speed and cost efficiency." "Excluding China, there are only three companies in the world capable of supplying HBM, and given strong demand, the market is facing a supply shortage." Importantly: “If we do not expand supply quickly, people will develop technologies that use less memory, so we need to increase supply as much as possible.” "The AI shock is likely to continue for at least 10 years, creating new jobs while also eliminating existing ones." “Our economy is one-tenth the size of China’s and one-fifteenth to one-twentieth the size of the United States’, so we lack the ability to defend ourselves on our own.” “If we economically integrate with Japan, we would have a combined GDP of $6 trillion, equivalent to about two-thirds of China’s economy, making us a size worth taking seriously.” “In an era of U.S.-China hegemonic competition, power becomes the rule, so we also need to build power.” "Japan also recognizes that it can no longer rely solely on the United States, so we should discuss broader cooperation with an open mind."

$QCOM | 𝐐𝐮𝐚𝐥𝐜𝐨𝐦𝐦: Wolfe reiterates 𝐏𝐞𝐞𝐫𝐩𝐞𝐫𝐟𝐨𝐫𝐦, 'we think this reaction is mostly the result of a highly out of favor stock...simply being squeezed' Analyst sees edge AI lacking meaningful traction due to structural limits, with recent stock move driven more by positioning than fundamentals.

$AMD #AIbuildout

@AlbertJellema Gewoon glad zitten is ook een positie.

Oke oke oke... iemand moet't keertje zeggen.... is #Besi niet een shortkandidaat.... of is dit ASML 2.0 + overnamefantasie...qua waardering moeten we in middels kijken naar 2030 voor een oke'ish multiple...dus de (winst) groei zit wel in de koers. De uberbulls dachten dat €280 mogelijk is...daar zijn we bijna...wat nu?

I bought 1000 shares $QCOM which is a tiny position for me. I figure their performance might have bottomed with possible AI wearables/ phones in the not too distant future. #OPENAI $QCOM

@elerianm 👍👍👍👍👍👍👍👍👍👍👍👍👍👍

It’s 2026. Why is the "travel adapter hunt" still a thing? Dear Hotels: please find below the ultimate guest perk. If you’re renovating, please ditch the single-region outlets and go universal. It’s a small detail that makes a massive difference for your international guests.

I didn’t realize this before. I naturally assumed Intel would have a supply advantage over AMD in CPUs. But Qualcomm and MediaTek apparently cut their TSMC 4/5nm orders because mid- to low-end smartphone shipments literally collapsed. AMD seems to have taken over that capacity. Right now, even CPUs produced on older nodes are being bought up by customers lining up for supply. AMD’s earnings could be worth getting excited about.

$AMD Lisa Su 🏎️🏎️🏎️

@valuedontlie $Lulu?

Some of these seem questionable Good performing stock ≠ good business model