Cool ATCS

Funny how we are seeing zero headlines about this or about the fire spreading at the Jizan refinery in Saudi Arabia hit 48h ago - media censorship is truly working out well this time around

@bxn1331801 @MichaelHXHX 等美国储备油下降到警戒线以下，油价会一天内上天。

@MichaelHXHX 反正伊朗损失更大，死的都是内衣等，还有哈马斯大不如前，真主党裤裆藏雷鸡飞蛋打后也一蹶不振，美国只是多花钱，能印钱怕什么，慢慢耗，油价也没上天，打打停停油价才能始终在100以下，耗死伊朗，哈哈哈哈

#川普直接怂了 伊朗通过多个渠道威胁川普家族海湾私人资产（迪拜川普酒店、高尔夫俱乐部、利雅得/吉达项目等）为合法打击目标。川普在当地有多个以TRUMP命名的项目，伊朗认为这些项目是川普政权收受贿赂贪污腐败的证据。 随后，川普下令美军暂停对伊朗新打击，此前每天批准军方计划并执行轰炸任务。

Just some TLDR news: - $CXMT IPO tomorrow if you like Chinese memory. - Samsung Electronics reportedly struggling to secure large FC-BGA substrates. Ibiden (4062) reportedly requested LTA guarantees, Samsung Electro-Mechanics sought prepayments. - Samsung + $AVGO sign memory + foundry AI framework through 2030, expected to exceed $200b - $SOI expects FY2027 silicon photonics revenue to double compared to the previous year, surpassing Morgan Stanley's 60% growth projection. Photonics thesis go brrr. - SK Group + $NVDA sign $500B+ partnership to build out AI DCs and HBM4 memory. - SKC Absolics glass core delay to 2027 from reports. Targeting final reliability testing EOY, mass production next year. So if you're curious, this does push back some ramps from $LPK and others (hence drop on ER). - $QCOM price hikes by double digits for smartphone processors, due to upstream supplier hike pricing. - $META expected to issue $12B in project-level/SPV financing for El Paso, Texas AI DC expansion - Naver announced a $10 billion investment from $NVDA and Brookfield to construct a 1GW-scale AI Factory. Near term plan is 200MW by 2028. (Nvidia $1B investment, Brookfield nonbinding $9B) - 64GB DDR5 server modules rises 146% versus end-June contract pricing - $INTC brought forward 14A process mass production by a year, risk production H2 2027 and volume production in 2028, vs. 2029 HVM expectations. - Samsung Electro-Mechanics wins $200m MLCC order (existing bottleneck). - $AMD (the Bandana bottleneck), announces Helios is in full production with shipments Q3 2026. Including an up to 2GW MI455X GPU deployment with Anthropic and a 6GW infrastructure rollout with OpenAI. Gave new >50% CAGR TAM to $220B by 2030 from $26b in 2025 for CPU market. Rolls out optical interconnects for Mi500 in 2027. From channel checks, AMD is heading down to the CPO route (seems likely to use Ayar). - $ORCL wins $7B Department of War enterprise software contract - JX metal doubles semi target capacity at its KR subsidary with a 4B yen investment, with operations to begin H2 2027, amid surging demand from major customers Samsung Electronics and SK Hynix - Tungsten hexafluoride spot prices surged 2.1-2.5x Y/Y following Japan's Kanto Denka and Chuo Gas announcing permanent production halts. Fluorinated liquid supply faces a vacuum as 3M plans to exit PFAS production. - From the four optical chipmaker earnings, Yuanjie/Eoptolink/TFC Optical/Dongshan Precision: no major order cuts, 1.6T shipments expected to accelerate into 2027. Optical chip suppliers expected to capture outsized margins from shortages. - Unitree Robotics Targets 30,000 Humanoid Robot Production Capacity by 2026. Read through on humanoid TAM scaling like $CCXI and others. - Energy storage lithium batteries orders increase first half orders by 2,900% apparently in China. Not as familiar with EVE Energy and other battery makers.

本来周末利好消息还挺多，晚上这则消息，直接让我打满的SK海力士仓位，减了一半！🧐 26日最新消息，英伟达由于内存太贵顶不住，大砍Rubin配置，CPU内存直接减半，GPU的HBM没有影响。 从具体参数来看，机架中的SOCAMM内存模组容量从192GB直接减半到96GB，Vera CPU配套的内存总量从55TB砍到28TB，CPU机架部分同样改用96GB SOCAMM。 此前英伟达依靠着提前签下的存储长期协议，已经算是这波涨价潮里最能扛的公司，苹果最先扛不住，如今连英伟达都要动刀了，足以见得存储市场的压力有多大。 需要说明的是，Vera Rubin NVL72是目前最强悍的AI系统之一，今年1月刚刚发布。根据实测数据，在处理MoE大模型负载时，Blackwell平台每兆瓦功耗的吞吐量为8万token/s，Vera Rubin NVL72则达到80万token/s，整整提升10倍。 希望影响不要太大，毕竟还有一半仓位！🥺 本文由 @binancezh 赞助，「币安买美股：全球资产，零秒时差，一键即达」！

@LabSpeculation 段永平说过不喜欢马斯克日常为人，怎么会买spacex. 没搞懂。

卖call出卖put进，就能先白赚 232 万美元，段永平的“保险公司式”交易策略，一笔1150万的SpaceX交易，藏着段永平运转了20年的印钞机打法。 东方巴菲特段永平，在雪球上发了一条帖子，然后晒了一张一千一百五十万美元的下单截图。 看到这位在抄底，各位是不是也想跟一把，但别急，这不到两百个字，已经他的交易手法全都公开了。 他从哪里拿钱、拿了钱干什么、为什么不直接买、为什么现在要入手SpaceX，都说的清清楚楚，但别急着跟单，你要看看他做的事，用他自己的规矩翻译过来，是抄底还是别的。

I do not understand major median constantly post such misleading headlines. There is no pease talk hopes. People are manipulating the mkt.

@RyanRozbiani Financial mkt will crash. That is the main reason. Generals have long foreseen this attrition. I bet he is still debating.

Trump Forced to Scale Back Iran Escalation Israeli Channel 12 reports President Trump has backed away from EXPANDING strikes on Iran. The reported reason is that a wider war could put U.S. and allied AIR DEFENSE systems across the Middle East at risk. Air defenses are running LOW. Iran’s war of attrition appears to have worked.

BREAKING: U.S. State Dept. calls for the International Criminal Court to be “dismantled” & urges all member states to withdraw from the Rome Statute.

@RT_com Let emotion control their bodies.

Women FALL and SHAKE UNCONTROLLABLY after meeting with LA ‘APOSTLE’ Kathryn Krick ‘HALLELUJAH’ ‘TOTAL FREEDOM’ ‘THANK YOU JESUS’ WHAT’S GOING ON?

@Barchart i do not see the logics to increase in short position in MU. Its valuation is not lofty and its rev visibility for the upcoming year is clear and strong.

Big Short Michael Burry increases his short position in Nvidia $NVDA and Micron $MU 🚨 🚨

Pentagon ENFORCES Iran blockade at gunpoint — vessel bombed after refusing orders

رد يمني واسع في العمق السعودي بعد العـ.دوان على الحديدة .. والتصعيد مرشح للاتساع tasnimnews.ir/3656164

BREAKING: A source close to Iran's chief negotiator says Tehran has rejected three U.S. backed ceasefire proposals this week, delivered through Qatar, Iraq, and Pakistan — which reportedly angered Donald Trump and pushed him to announce a massive strike on Iran, according to Iranian outlets. The source suggests Iran is waiting for U.S. Strategic Petroleum Reserve levels to drop critically low, expected by mid-August, and for oil to hit around $120 a barrel before considering any deal and and eventually, Donald Trump would have to accept Iran's terms, meaning TACO. The U.S. Strategic Petroleum Reserve (SPR) has fallen to approximately 311.4 million barrels, its lowest level since March 1983, according to the latest EIA data. Analysts warn that if disruptions hit both the Bab el-Mandeb and the Strait of Hormuz at the same time, oil could climb to around $124 a barrel in August.

BREAKING: The United States has reportedly proposed a temporary ceasefire with Iran and is seeking a return to the previous Memorandum of Understanding, with discussions also expected to include Yemen, according to sources. The proposal comes as Washington looks for an off-ramp after days of escalating military exchanges across the region. However, Iran is reportedly unlikely to accept the latest U.S. offer, with sources indicating Tehran remains unwilling to return to negotiations under the current conditions.

🫥A Midland, Texas citizen went to City Hall requesting paperwork. He sat inside the public building for an extended period speaking with Strategic Communications Director Stewart Doreen. The footage appears to show that he never raised his voice, never became violent, and was not told what crime he had committed. Then a Midland Police Department officer arrived. She issued commands, placed her hands on him, and ultimately pepper-sprayed him inside City Hall. He was taken outside in handcuffs, transported to the hospital, and reportedly handcuffed to a hospital bed. He has a heart condition and had expressed concern about being forced outside into the extreme heat. After officials reviewed the footage and saw that he had not been acting belligerently, he was released with no charges. No identified crime. No charges. Yet a citizen requesting paperwork from his government ended up pepper-sprayed, handcuffed, and hospitalized. What lawful justification was there for this use of force?

Saudi Aramco's Jazan Oil Terminal Engulfed in Large Fire, Reports Say - WSN

I just woke up and saw the Houthis launched a missile attack to the Yanbu region successfully striking ARAMCO oil facilities while I was sleeping (exactly as I warned earlier) A news that apparently is still unknown to those who trade crude oil contracts during the weekend

Fires in Saudi Arabia from the Yemeni Forces Ballistic Missile Strikes Saudi Aramco is on FIRE This is a BIG escalation.