Mikael Koskela

US TSY SEC. BESSENT: A CHINESE EV IS A COAL-POWERED VEHICLE

@VanquishTrader tpu collab could move the needle

$CRDO's new acquisition not only contributes to revenue growth, but also derisk potential disruption! Smart move. "My concern with CRDO was always copper. Their business was built on Active Electrical Cables, and the shift toward silicon photonics was the one thing that could break the thesis. This deal answers that."

$CRDO just told you they’re not staying a “chip company” they’re going full stack. Buying DustPhotonics isn’t about growth it’s about survival. If optics is the bottleneck, you either own the PIC layer or you get commoditized. 201% YoY growth already, now targeting $500M optical rev by FY27. I’m not fading this.

@vontuchman Mie ostin eilen closen jälkeen, iteasiassa en edes ollut tietoinen että tämä on kräkännyt. Siellä on divilaakso. AI stäkki koriin.

Juu, tässä Oracle-teesiä lyhyesti: Amazonin Andy Jassy (shareholder letter) puhui viime viikolla valtavasta inferenssikysynnästä ja se on voinut herättää myös Oraclen sijoittajat uskomaan (jälleen) yhtiön datakeskusambitioihin. Eli huolet ylivelkaantumisesta siirtyivät ilmeisesti hetkeksi taustalle...? Samaan aikaan on viitteitä siitä, että softasektori on ylimyyty, joten Oraclen kannalta on hyvä paikka isollekin rekyylille, varsinkin jos koko markkina vielä jaksaa nousta. Microsoftilla vähän vastaava tarina, mutta se ei ole romahtanut yhtä voimakkaasti turvasatamastatuksen takia, joten pidän Oraclea selvästi parempana valintana tässä hetkessä (toisaalta korkeampi beta myös). Lisäksi Oraclella on mielestäni potentiaalia lähteä kehittämään omaa tekoälymalliperhettä tulevaisuudessa, joten jään mielelläni kyytiin mukaan vähän pidemmäksikin aikaa. Oracle on maailman viidenneksi suurin datakeskusyhtiö tällä hetkellä ja maailma janoaa kapasiteettia päivä päivältä enemmän. Tällä hetkellä Oracle on salkkuni kolmanneksi isoin positio Applen ja Googlen jälkeen. Eilinen nousu mahdollisti position kasvattamisen reilulla turvamarginaalilla. Ireniä ja Amazonia salkussa myös, osittain vastaavalla teesillä. Ei sijoitussuositus. #pekka $ORCL

A container ship was attacked twice off the coast of Oman, near the Strait of Hormuz, according to the British Maritime Trade Center. Fire broke out on the deck.

Global Copper stockpiles remain at historically high levels

@JarmoFriman Ei tätä ratkaista noin vaan itse AI techstäkin muuttuneilla tuotteilla ja muuttuvilla, tässä heitetään myös paljon tavaraa roskiin ihan nyt jo 1-2 vuoden sisällä.

@Maxknew Osa noista "hakunmyyjistä" on totaalisessa kuplassa, imo. Irenin noususta on nähty vasta pieni osa/5v., jos AI/DC-projektio toteutuu edes 80-prosenttisesti nykykonsensuksen mukaan, imo.

Uskon yhä, että IRENin osakkeen hinta on kolminumeroinen ennen ensi vuoden loppua.

@yianisz Lol.

$TSEM still doesn't get the attention it deserves. Let me fix that. Tower Semiconductor is the FOUNDRY that makes CPO possible. No qualified SiPho foundry = no CPO market. Period. What happened: 1. $920M SiPho CapEx committed 2. 5x wafer capacity by Dec 2026 3. 300mm Fab 7 in Japan going full TSEM ownership with METI subsidies 4. 400 Gbps/lane demo with $COHR on a PRODUCTION-READY process Dell'Oro: AI back-end switch spend = $100B by 2030. $TSEM captures foundry economics on all of it. Most undervalued pick-and-shovel in photonics. Benchmark PT: $230.

@JarmoFriman Yhdistää high-performance III-V -materiaalit suoraan piipohjaiseen valmistukseen (CMOS-compatible) Tämä on iso juttu, koska: •Perinteisesti nämä materiaalit = kalliita ja vaikeita integroida •Jos tämä onnistuu → skaalautuva + halvempi high-performance compute / optics

@JarmoFriman Tämäkin on uutta ettei kuparikaapeleiden latenssinopeus riitä enään, sähkökin kulkee valokuidussa AI stäkissä.

@Maxknew Juna meni meikämetsäläiseltä.

The USS George H.W. Bush carrier strike group is taking the long way around Africa to the Middle East as it avoids the Red Sea -USNI

Data center capex hit $726B in 2025 and is crossing $1 trillion in 2026. That milestone was not expected until 2029. GPU lead times are at 12 months. CoWoS packaging capacity is fully allocated through mid-2027. A single $NVDA B300 GPU requires 96 DRAM dies. HBM is now consuming 23% of all DRAM wafer production globally. $MSFT, $GOOGL, $META and $AMZN placed forward orders that locked up most of $NVDA's Blackwell allocation through end of 2026. Everyone else is on a waitlist. API outages are just the consumer-facing symptom of a supply constraint that runs all the way down to the foundry level. The compute shortage isn't easing until late 2027 at the earliest.

🚨 BREAKING: China's new law on AI anthropomorphism has been officially enacted, and it is the world's STRICTEST law on the topic: As I wrote earlier this year, to my knowledge, no AI law anywhere in the world regulates anthropomorphic AI systems with this level of detail, strictness, and concern for context-specific vulnerabilities and potential risks. Earlier in January, I wrote an article about the law's first draft (link below). The approved version is even more comprehensive, covering liability-related risks as well. Article 10, for example, establishes that providers of anthropomorphic AI must fulfill their security responsibilities throughout the service lifecycle and sets out detailed obligations for each phase of AI development and deployment. Regarding children specifically, among the prohibited anthropomorphic AI practices is generating content for minors that causes them to imitate unsafe behaviors, induces extreme emotions, or leads them to develop bad habits, which may affect their physical and mental health. Despite being a serious topic (which has led to numerous cases of suicide and mental health harm), most countries do NOT regulate AI anthropomorphism comprehensively. An important reason for that is that peer-reviewed studies about AI-powered emotional manipulation and mental health harm only became available recently (as only in the past years have millions of people started to engage in these types of relationships). China's new law is worth taking a look at, and hopefully, other countries, states, and regions will soon follow suit with their own protections against AI anthropomorphism. 👉 Lastly, if you are interested in China's AI policy and regulation, besides joining my newsletter's 93,200+ subscribers, I invite you to join my new Masterclass on the topic (only on June 1st). Links below.

@DataChaz >>>

Stripe CEO right now

@VaibhavSisinty Bullshit.

Cancer is cured by AI. GitLab founder Sid Sijbrandij was diagnosed with stage 4 spinal cancer. Every trial rejected him. His doctors had nothing left to offer. So he stopped being a patient. He built an AI research team. Fed them 25TB of his own medical data genomics, scans, treatment history, everything. The system found a treatment his entire oncology team had missed. Then engineered 19 custom vaccines from his own DNA. Relapse-free since 2025. Then he uploaded the entire blueprint. Free. For every person sitting in that same room, hearing the same verdict, with nobody left to call. Medicine runs on averages. AI runs on you.

A young Palestinian rapper in Gaza known as MC Abdul released this song. It’s called ‘Shouting At The Wall’ This is talent.

Open the Strait 🎵