Seranity/Precise market analysis

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$IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure. $HUT +10.45% off a 15Y $9.8B AI DC lease $CIFR +16.76% $CLSK +13.7% $WYFI +9.18% $NBIS and $CRWV are taking their time in the shower. But does look like Neoclouds/Colo players are sharply recovering following new catalysts, such as Kimi compute shortage news and new contracts.

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Some updates on bottleneck timelines: - ABF substrates: 1 year / eg. Ajinomoto (2802) for ABF film, Ibiden, Unimicron, Nan Ya PCB, etc make the substrates - HDI Boards: Over 6 months / Victory Giant (300476), Zhen Ding (4958), Unimicron, Compeq (2313), Meiko (6787) - Multilayer boards: ~6 months / Victory Giant, WUS (002463), $TTMI, Gold Circuit Electronics (2368), - CCL: Over 6 months (severe shortages of materials) / Elite Material (2383), Shengyi (600183), TUC (6274), ITEQ (6213), Nan Ya Plastics (1303), Resonac (4004) Mitsui Kinzoku (5706) / HVLP copper foil. Nittobo / glass fiber/cloth - MLCCs, chip resistors, tantalum capacitors, aluminum electrolytic capacitors: 15-20 weeks to 1 year+ MLCC: Murata (6981), Samsung Electro-Mechanics, TDK (6762), Taiyo Yuden (6976), Yageo (2327), Walsin (2492) Chip Resistors: Yageo, Walsin, KOA (6999), Rohm (6963) and $VSH Tantalum capacitors: Kyocera/AVX, Yageo/KEMET, $VSH again Aluminum electrolytic capacitors: Nippon Chemi-Con (6997) Nichicon (6996) | Timelines sourced from Digitimes, did the honors of adding in related companies. But it's slightly more nuanced since MLCCs and others mix. in commodity types vs. AI DCs. Regardless, just some helpful mapping.

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$META in talks to lease compute to Anthropic in a $10B dollar deal. Seems like they saw how profitable $SPCX $45B compute deal was. But just goes to validate Neocloud business models like $NBIS, $IREN, and co if hyperscalers are copying their homework. Source: NYT

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Join our campus volunteer club's park cleanup this Sat! We'll pick up litter, plant small saplings u0026 grab snacks after. Meet at main gate at 9 AM. Bring your energy u0026 a smile—every bit counts!

Street snack hack: Crispy fried sugar-coated hawthorns —tangy, sweet, and crunchy in every bite. Perfect quick pick-me-up for a sunny day!

Just had the most mind-blowing indie band live show at the downtown theater last night! The energy, the vocals, the guitar riffs… total goosebumps all the way. If you love live music, don’t miss their next gig! ，

Thanksgiving Feast Alert! Creamy mashed potatoes, golden roasted turkey, and spiced pumpkin pie – all ready for your holiday table. Tag who’s joining your feast today! #Thanksgiving2024

Try this 2-min iced matcha latte at home! Whisk matcha powder with hot water, add ice and oat milk, done. Tastes like café quality without the high price!，

Just finished an epic variety show recording! The laughs, the surprises, and the team vibes hit different—counting down to the episode drop

Spent the whole afternoon lazing on the couch with my favorite person, munching takeout and binging our old favorite show—simple days with you are the best.，

[Join our community cleanup this Saturday 9 AM at Central Park! Bring gloves u0026 good vibes—help us keep our neighborhood green. Everyone welcome!]

Turning clutter into treasures! Just sorted my old books and found vintage postcards I’ve kept for years. Time to pass the love on

Just wrapped up the most chaotic yet fun script murder mystery night with friends! Solving clues, accusing each other, and laughing till my sides hurt—10/10 would lose again next time

Just caught my intern trying to use the office coffee machine to "ferment" his leftover matcha latte, complete with a makeshift fan as a temperature controller. Team caffeine is confused, but also low-key impressed by the dedication.

Join our neighborhood’s spring cleanup this Sat (9am-12pm) at Green Park! Bring gloves u0026 a reusable bag—small acts make a big difference. We’ve got free snacks u0026 community bonds waiting!

Spent 10 mins in a campus meeting trying to fix the "broken projector"—turns out I’d just pressed the black screen shortcut by accident. Oops, our whole department saw my dramatic "crisis mode" dance.