🇨🇦Retha

🤞

@Inj_pumping Jane Street, birthplace of SBF, bad.

Musk just launched TERAFAB, which will become one of the largest chip manufacturing plants in the world. Does it require tons of silver? Let’s ask Grok. Yes, a project on the scale of Tesla's Terafab would require a massive amount of silver** — potentially hundreds to thousands of metric tons annually once at full capacity — due to the sheer volume of high-performance AI chips it aims to produce and the silver-intensive nature of advanced semiconductor packaging, interconnects, and system-level hardware. ### Why So Much Silver? Modern AI chips (like those for Dojo, Optimus robots, FSD inference, or custom Tesla/xAI accelerators) rely heavily on silver in non-core areas: - **Packaging and substrates** — Silver pastes, sintering materials, thermal interfaces, and high-reliability bonding (e.g., wire bonding or die-attach) handle extreme power/heat densities. AI chips use 15–20% more silver than traditional processors due to higher currents, denser interconnects, and better thermal/electrical performance. - **Per-chip estimates** — Flagship AI GPUs/processors incorporate roughly **3–11 grams** of silver (typically 5–8g average for high-end designs like H100 equivalents, including substrate, packaging, and related components). - **System/board level** — Full servers/nodes add far more (hundreds of grams per unit) via connectors, power delivery, cooling, and shielding. Terafab's targets amplify this: - **Chip output** — 100–200 billion AI chips per year (Musk's stated goal for the full-scale complex). - **Rough math**: - At a conservative 5 grams per chip → **500–1,000 metric tons** of silver annually just for the chips themselves. - Add 20–50%+ for packaging variability, advanced features, and full ecosystem (e.g., Dojo racks, robot fleets, satellite compute) → easily **1,000+ tons/year** at peak. - **Comparison context**: - Global semiconductor packaging consumed ~1,200–1,500 tonnes of silver in 2024–2025 (18–22% of electronics demand). - AI/data-center growth added 35–50 million ounces (~1,000–1,500 tonnes) of new annual demand recently. - Terafab alone could represent a significant fraction (potentially 10–50%+) of current global semiconductor silver use if it hits scale, dwarfing many existing fabs. ### Broader Implications - **Industrial demand surge** — Silver's total industrial use is already ~650–700 million ounces (~20,000–22,000 tonnes) annually, with AI/electronics as a fast-growing slice. Forecasts show continued growth through 2030 despite some thrifting/substitution in other areas (e.g., solar PV). - **Supply pressure** — Global mine production hovers ~800–850 million ounces/year; deficits persist (5th–6th consecutive year projected for 2026). A single mega-project like Terafab could exacerbate shortages, drive prices higher, or force Tesla to secure long-term contracts/refining partnerships. - **Not just the fab** — The end products (millions of Optimus robots needing chips, Dojo exaflop-scale training, space-based compute) multiply demand across servers, edge devices, and infrastructure. In short: Terafab isn't just building chips—it's building an entire vertically integrated AI/robotics ecosystem at unprecedented scale. That ecosystem is inherently silver-hungry for reliability and performance at the bleeding edge. While Tesla might optimize (e.g., via design tweaks or alternatives where possible), silver remains hard to replace in these high-stress applications. This could make silver one of the key material bottlenecks (alongside wafers, power, talent) for Musk's vision. If Terafab ramps successfully, expect it to become a notable driver of global silver demand.

I’m not usually into space movies, but this one honestly surprised me. It was funny, entertaining, and actually had a lot of heart. Kept me hooked the whole time without ever feeling slow or over-the-top. And the theater was packed, which made it even better. Everyone was reacting together, laughing at the same moments, getting quiet during the emotional parts. It just had that kind of energy you don’t always get. Definitely a great watch, even if space films aren’t usually your thing.

Really enjoyed #projecthailmary theater was packed!

🚨 1.7 BILLION $AMC SHARES SHORT?! Let’s be clear…They told you: ➡️ It’s only 24% ➡️ Retail left ➡️ AMC is dead But now… 📊 Over 300%+ of the float?? #AMCNEVERLEAVING #AMCNOTLEAVING #AMCApes @annvandersteel

@PeterRHann1 Hey Peter. See if you can go online and listen live to this radio station. ov1039.ca/player/?player…

I honestly believe not enough people understand just how good music was in the 1980's compared to the slop these days. I just listening to New Order and I am so amped now, whereas 2 hours ago I was desperately trying to stay awake. youtu.be/9GMjH1nR0ds

@HorbiMicael We knew this, but now we have unbiased data and a specific methodology applied across all tickers. The analysis is scientific.

@acegagetsrus @SECGov @realDonaldTrump I did my part, from logging the float to submitting data and documentation to the SEC and DOJ. None of it worked. This is to raise awareness and help retail investors track changes and patterns.

🚨 RETAIL WAS RIGHT ALL ALONG... AND IT'S WORSE THAN ANYONE IMAGINED 💥 Wall Street told us $AMC short interest was just 24% of the float (124.1 million shares). Our models just exposed the truth: Official Short Interest: 124.1M (24%) Synthetic Short Interest: 1.58 BILLION (300%) TOTAL SHORT POSITION: 1.7 BILLION shares → 324% of the float 🔥 That's not "shorting." That's naked shorting on an industrial scale. Look at this insanity: 144.57 MILLION Fails-to-Deliver (137% of official short interest) 🤣 In order to get 144m FTDs you cant possible have only 124m short interest! the FTDs are MORE than the short interest! LOL We also published the HISTORICAL short volume! Nada! Yet, the utilization is at 57% which means they belive they can extract more! But how often are they wrong!? They will be caught pants down at some point! Synthetic signal screaming EXTREME; No Bona Fide! Synthetic short shares value sitting at $1.72 BILLION (that is the amount of money the stole at the current price!) While hedgies and MMs have been gaslighting retail for years, the data was hiding in plain sight. The official number is a joke. The real exposure is 13x higher. This is why the price refuses to reflect reality. This is why the float feels like it's made of smoke and mirrors. Retail wasn't crazy. Wall Street was criminal. Here's the live AMC Synthetic Short Interest page (refresh and lose your mind): 🔥 ezpztrading.com/market-data/st… Look up your favorite stock in the serach! Fully available to retail! No signups required! Full methodology & leaderboard (public for everyone now): ezpztrading.com/market-data/st… AMC apes... this is the validation we've waited for. Please read the full methodology and testing article: ezpztrading.com/blog/estimatin… Drop your favorite AMC rocket emoji below 👇 Let's make this go nuclear. 🚀🚀🚀 #AMC #NakedShorting #SyntheticShares #MOASS

A Statement from GameStop

I don't talk about my CFA designation much on X. Quite frankly, X doesn't reward providing financial analysis posts. I provide them anyway, because I like paying forward. I also set up a subscription where that content will be available to subs only. But because some Hempton fanboy had a hissy fit over a joke post I made yesterday, I just going to post my badge the CFA institute sent out to all Charter Holders 2 years ago. Yeah, go figure, some finance bros have a sense of humour. Not John Hempton fans though. Not when he's under performing. Should have bought silver last year bro. To bad I blocked you for being an asshat or you would have seen my silver posts.

@Xx_WiReD_xX Right back at ya Wired!!

I hope all the bad in your life is flooded with good this week. You deserve it. You've been working really hard.

@LEGODCGame Justice strikes when you least expect it... A week early!

Just so you know. I’m adding physical silver. $HYMC Shares $AMC Shares I’ll be unloading cash into theaters through concessions and bar visits along with merchandise for the month of April in honor of and as a tribute to my beautiful sister @AprilSojka! April for April! Let’s awaken this sleeping giant!

A Nevada sunrise lighting up Brimstone at Hycroft, where our team continues drilling one of the most exciting high-grade silver discoveries on the property. $HYMC #mining #silver

Well, this is news to me!

I opened a space for a few seconds. It worked. If it works tonight I’ll make a space call after work.

made a fortune buying the dip - licking my chops right now.