Micro2Macr0

Looking forward to Bitcoin Summer. 😎

This is an insane looking street takeover on Lower Wacker.

$MU Bargain of the Century PE Ratio: 15.5 Sales Ratio: 2.33 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging.

$TSM $ASX $AMKR $INTC Steady Rise of Advanced Packaging TSMC’s CoWoS wafer ASP has reached ~$10,000, positioning advanced packaging as a major future profit driver. High-value packaging: CoWoS ASP now rivals advanced logic nodes due to explosive AI demand, making it one of the most supply-constrained resources in the AI chip ecosystem. Strong margins potential: Lower capex (no expensive EUV tools needed) supports gross margins that could match front-end processes. Margins are currently below TSMC’s company average but are expected to rise significantly with scale. Revenue contribution: Advanced packaging accounted for ~10% of TSMC’s revenue in 2025 and is projected to grow further with surging AI needs. Capacity expansion: Expected to reach ~1.3 million units in 2026 and ~2 million in 2027. Overall advanced packaging capacity is forecast to grow ~80% from 2022–2027. Strongly bullish implications for both $AMKR (Amkor Technology) and $ASX (ASE Technology) as TSMC’s CoWoS capacity crunch drives outsourcing of advanced packaging work amid exploding AI demand. Direct TSMC outsourcing winner: Amkor is already receiving transferred CoWoS orders and has a formal TSMC partnership (MOU) to deliver CoWoS and InFO packaging/test services out of its new Peoria, Arizona facility. This aligns perfectly with TSMC’s U.S. expansion push. Largest OSAT beneficiary: ASE expects advanced packaging (LEAP) revenue to double to $3.2B in 2026, driven by TSMC overflow on NVIDIA GPUs, AMD CPUs, Amazon Trainium ASICs, and more. It has full CoWoS-like solutions (CoWoP, FoCoS) and is ramping panel-level packaging. Pricing power: Planning 5–20% price hikes in 2026 due to tight capacity and AI prioritization.

That was golden. You can see him running into the wall of realizing. 👏

~60% of American households own stocks.

Trump on Iran: Negotiations with the Islamic Republic of Iran are proceeding nicely! It will only be a Great Deal for all or, no Deal at all — Back to the Battlefront and shooting, but bigger and stronger than ever before — And nobody wants that! I stated that, after all the work done by the United States to try and pull this very complex puzzle together, it should be mandatory that all of these Countries, at a minimum, simultaneously, sign onto the Abraham Accords. It may be possible that one or two have a reason for not doing so, and that will be accepted, but most should be ready, willing, and able to make this Settlement with Iran a far more Historic Event than it would, otherwise, be. In speaking to numerous of the Great Leaders mentioned above, they would be honored, as soon as our Document is signed, to have the Islamic Republic of Iran as part of the Abraham Accords. Wow, now that would be something special! I am mandatorily requesting that all Countries immediately sign the Abraham Accords, and that, if Iran signs its Agreement with me, as President of the United States of America, it would be an Honor to have them also be part of this unparalleled World Coalition.

HAHAHAHAHAH. Seattle residents are now building WALLS on their blocks to keep out criminals.