TheBIgBrebswokl
58 posts
I did my best to tell you not to worry about AI. I shared my posts on $SKHY $MU $PENG $KXIAY and many more. I often joked about how AI is dead and how we should sell all (full sarcasm mode on).
I opened DMs for anyone worried about the sell off. I received A LOT of your messages (thank you for your trust). I tried to reply to each and every one. I hope I was able to help even a little bit.
Not sure what the next week has for us, or the week after, but know this - money is made when there's blood on the streets.
Don't get scared away.
It's always darkest just before the dawn.
TheBigBerbowski@TheBigBerbowski
These companies are down 40%. What changed? Nothing. We got various confirmations that supply is short in this decade and will only slightly improve in the next one. SK Hynix will double capacity but it will not be enough. @michaeljburry thinks this is the peak of the cycle. High margin, low forward p/e. If I'm not mistaken he shorted $NVDA and is short $ORCL, but wouldn't it make sense to short HBM/NAND producers if it's indeed a peak of the cycle? In my book, nothing changed when it comes to $SKHY $MU $SNDK $KXIAY $SSNLF. Does it mean they can't go lower? Ofc not. Will it go higher? If the business shows strength over and over again then nothing will be able to keep the price down for long. Long $SKHY $MU $SNDK $KXIAY
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When are we squeezing the crap out of shorts?
M. Burry, prepare yourself.
The Kobeissi Letter@KobeissiLetter
Bearish bets on US stocks are surging: Short interest in the S&P 500 is up to ~3.7% of its free float, near the highest in data going back to 2010. Short interest in the Russell 3000 is up to ~6.1%, also near an all-time high. Both metrics have steadily increased since the start of 2025. Furthermore, short interest across all NYSE-listed stocks rose to a record 9.0% of shares outstanding in late June. By comparison, this metric peaked at ~5.0% during the 2008 Financial Crisis and ~6.0% during the 2020 pandemic. Conditions for a short-squeeze are rising.
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$RKLB is the best space play of all times.
Change my mind.
PhotonBull@PhotonBull
$RKLB got a $266M U.S. Air Force contract for 12 suborbital launches Should boost the stock here Possibly the whole sector Buying some more $ASTS for a trade here at $64
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To celebrate AI rekindled, here's a reminder of what you can find on my substack.
Recent coverage of:
$CRDO
$AAOI
$WDC
$PENG
$KXIAY
Research focused on AI infrastructure buildout.
I also enjoy covering microcaps like $PPIH and $ACFN and soon many more.
Planning to keep on covering memory / storage / networking names.
90-95% content of each article is free.
For the remaining 5-10% you get valuation/my thesis/bull-bear-base cases.
I have to add that the Substack sub count went 30% up in the last 2 weeks.
Ty all for your endless support.
I plan to keep delivering quality research directly in your inbox. To keep adding value for paid sub who directly support my work, while also ensuring decent amount of content for free subs.
We're only starting out!
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Exclusive: SK hynix in talks to buy Intel’s Ohio chip campus for U.S. memory production
SK hynix is negotiating with Intel to acquire the U.S. tech company's massive Ohio semiconductor campus, aiming to begin front-end memory chip production there within five years, according to information exclusively obtained by the JoongAng Ilbo on Tuesday.
The Korean chip giant is reportedly in the midst of an internal review and government approval process related to the purchase. The acquisition price and timeline are still being coordinated.
The deal would let SK hynix meet Washington's demands for U.S.-based production while giving cash-strapped Intel a lifeline for its struggling foundry business.
Intel broke ground on the semiconductor campus in 2022 in New Albany, Ohio, as its first new manufacturing facility in 40 years. The company has since completed major foundational work, including concrete pouring and steel framing. The mega-complex spans approximately 4.05 million square meters, or roughly 1,000 acres — large enough to accommodate eight semiconductor plants. Intel estimated that fully developing the site with all the plants would cost approximately $100 billion.
Intel initially said it would invest about $28 billion in the site's first phase, complete two next-generation chip plants — Fab 27 and Fab 28 — by 2025 and hire 3,000 engineers to produce cutting-edge semiconductors, all of which was heavily reliant on federal backing. Then-President Joe Biden attended the September 2022 groundbreaking ceremony, where he touted the CHIPS and Science Act — a federal law providing subsidies to boost U.S. semiconductor manufacturing — in bolstering the U.S. chip industry.
But Intel's foundry business has since struggled to secure customers, hampered by yield problems and delays on its advanced manufacturing nodes, as major U.S. tech companies, including Nvidia, Apple and AMD, have turned to Taiwan's TSMC for chip manufacturing. Facing financial strain, it announced large-scale layoffs and investment cuts last year and pushed back the Ohio plant's operational timeline to between 2030 and 2031.
Its prospective deal with SK hynix reflects aligned interests between the two tech giants.
For Intel, selling the long-idle Ohio campus would provide liquidity and a foundation to restructure its foundry business. Intel's foundry division posted a $2.2 billion loss last year and lost another $2.4 billion in the first quarter of this year. Intel recently hired former SK hynix CEO Lee Seok-hee as executive vice president overseeing its foundry division, part of an effort to strengthen back-end capabilities such as yield improvement.
For SK hynix, the deal offers a way to meet Washington's investment demands while acquiring a mostly-built site.
$INTC $SKHY $MU $SNDK
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Nothing beats a cozy afternoon with my fluffy dog by my side—purr-fect vibes, warm cuddles, and all the stress melts away
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Just crushed my comfort zone! Today I learned a new skill I’ve been avoiding for months – growth hits when you take that first scary step. Who’s joining my challenge to level up this week
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Late-night small bites, warm pot of congee, soft glow here—your 2AM comfort zone is open.
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TheBIgBrebswokl retweetledi
Got a midday pick-me-up from my desk plant + a solid hour of focused coding today. Small wins = big vibes!，
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Just discovered a hidden indie gem at a tiny café tonight—acoustic vibes that felt like a warm hug for my soul. Headphones on, repeat button engaged!
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Just lost track of time with this interactive ink art workshop—every brushstroke told a unique story, no rules, just pure creative flow
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TheBIgBrebswokl retweetledi
Let’s hit the KTV! Sing your heart out to all your favorite bops—no judge, just non-stop fun! Who’s joining
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