Ciel
243 posts
Rumor: The 4-die Rubin Ultra has been canceled, and only the 2-die Rubin Ultra will be mass-produced. It is still unclear whether this will result in a reduction in Rubin Ultra’s HBM capacity.
Injecting ghkcu frequently at high doses is not only giving me amazing skin but also regrowing my recessed hair.
The Strait of Hormuz has been closed for 8 days. Everyone thinks this is about oil. This is about what oil becomes. 92% of the world's sulfur comes from refining oil and gas. Close the Strait of Hormuz and you don't just lose 20 million barrels of crude per day. You lose the feedstock for sulfuric acid, the single most produced chemical on Earth. Sulfuric acid is how we extract copper. It's how we extract cobalt. Without it, you can't make transformers, EV batteries, or the substrates inside every data center on the planet. One chemical, made from one feedstock, shipped through one chokepoint. The cascade goes further: Qatar ships 30% of Taiwan's liquefied natural gas through Hormuz. Taiwan has 11 days of reserves left. TSMC, the company that makes 90% of the world's advanced chips, draws 8.9% of Taiwan's total electricity. No gas, no power, no chips. Then food. 33% of the world's nitrogen fertilizer feedstock moves through the Strait. Half of all humans alive today exist because of synthetic nitrogen. Sulfur, semiconductors, food. That makes three supply chains, one 21-nautical-mile chokepoint, and zero domestic alternatives at scale.
As it looks like we are entering a meaningful escalation in the war I just want to say that I'm not selling a single share of $INTC Intel's turnaround is accelerating. Strong demand for core products, Foundry yield MoM raising (Samsung yield trash), external wins are piling up
