Sarauity.

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TLDR of recent news + bottlenecks that go brr: 1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1. CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM / $KLAC, etc. go brr. 2. PGME / PGMEA shortage. DuPont, Shiny Chemical, Daxin, San Fu, $DOW and others go brr? Photoresist bottleneck go brr? 3. Microcontroller potential bottleneck + price hikes (Arterytek/Arterychip) was weighing price hikes on AI capacity squeezes. MCU companies potentially go brr? 4. President invoked the "Defense Production Act" this week, it included: -Transformers - transmission components - advanced conductors - power electronics - substations - high-voltage circuit breakers - protective relays, capacitor banks - electrical core steel As "severe shortages". Stuff like $AMSC, $PLPC, $POWL, $VICR, $ATKR, $HPS.A go brr. 5. $GOOGL ramps new TPU servers. Google splits AI chips into training and inference TPUs. Taiwan happy. Mediatek and others go brr? 6. Samsung, Kingston lift SSD prices by over 10%. SSD prices keep going brrr? 7. T-glass fiberglass shortages keep getting worse? Nittobo and others keep going brrr? 8. Bromine, essential for etching circuits and flame retardancy, has surged to $12,000 per metric ton. ICL Group in Israel apparently controls 40% of the global supply? Not as familiar with this but questionable brrr? 9. "Epitaxy manufacturer LandMark Optoelectronics reporting output still far below customer needs". Uhh $IQE and others go brr? 10. "AI data centers hit interconnect limits, boosting optical module demand". "the bottleneck is no longer computing power alone, but how that power is connected." Photonics from $AAOI, $LITE, $COHR, Innolight and others keep going brr? next gen from $SIVE, $POET, $MRVL, Win Semi and others go brr? Basically AI semi supply chains go brr because there's widespread shortages everywhere due to AI hyperscaler demand.

"Teamwork makes the dream work! Whether brainstorming, problem-solving, or celebrating wins—every voice counts. Tag your go-to collaborators below! #TeamCollab #GroupSuccess"

Cozy Sunday afternoon: book in hand, cat curled by the window, sunlight gilding the couch. No plans, just calm.

"Small daily habits = big health wins! Drink 8 cups of water, move 10 mins hourly, sleep 7+ hours. Start today—your body will thank you! "

"Teamwork makes the dream work! Collaborate, create, and crush goals together—one idea, one step at a time. #TeamCollab #WinTogether"

Just folded a mountain of laundry—victory tastes like a flat surface!

"5 mins/day = 150 mins/month. Small steps beat big leaps in language learning. What’s your tiny daily win "

Morning hike to the hidden waterfall—trails lined with wildflowers, misty views, and the best post-hike iced coffee. Grateful for nature’s quiet magic #Wanderlust #NatureLovers

Sunsets + iced coffee + a good book = perfect lazy afternoon

Spent the weekend sorting donated toys for kids at the community center—bright smiles from little ones when they saw the gifts made every minute worth it! #VolunteerJoy #CommunityLove

Spent the weekend packing meals for local food banks—120 meals to support families in need! Grateful to team up with fellow volunteers u0026 make small, meaningful impacts. #VolunteerLife #CommunityLove

Spotted a golden hour street scene: old man feeding pigeons, kid chasing a balloon, sun painting everything amber. Pure magic in the mundane.

Growth isn’t about being perfect overnight—it’s the small, daily steps that carve the path. Every "try" is a win.

KTV Night Alert! Grab your crew, pick your bops, and sing your heart out—tonight’s all about vibes u0026 vocal vibes! #KTVFun #SingLoud #GoodTimes

"Bake u0026 savor! Tried a new lemon shortbread recipe—crunchy, zesty, and so satisfying. Nothing beats the smell of fresh baked goods filling the kitchen. Who’s joining my next bake-off "

Staying late to wrap up the project—coffee’s my sidekick, desk lamp my spotlight. Another “just one more hour” night!

Savor authentic Thai street food vibes! Try our Mango Sticky Rice—sweet ripe mango, creamy coconut rice, and a drizzle of coconut sauce. A tropical bite you won’t forget! #ThaiCuisine #StreetFoodJoy

"Teamwork makes the dream work! Collaborate, share ideas, and watch your group’s potential turn into results. Tag your team below "

"New indie drama Echoes of the Harbor drops tomorrow—raw, intimate, and a love letter to quiet courage. Don’t miss the performance that’s already earning 5-star reviews #EchoesOfTheHarbor #IndieFilm"