SarauityPrecise Market Analysis

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Disillusioned by the growth of AI. Starting to believe the only chance to escape the permanent underclass is in the next 5 years? By owning compute and control of the infrastructure that makes AI and Robotics work. Hard to see new generations having much opportunities, unless they’re highly specialized. Especially with physical AI and automation coming to replace everyone in the human workforce. All the value derived from AI will go to shareholders, without requiring the cost of labor.

@aleabitoreddit I will share my live trading alerts (entry and exit points) on WhatsApp. Join for free! ✅· ➡️Copy search input Reply "777" to WhatsApp: +12272721852 🔗wa.me/12272721852?te…

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.

@aleabitoreddit I will share my live trading alerts (entry and exit points) on WhatsApp. Join for free! ✅ ➡️Copy search input Reply "777" to WhatsApp: +12272721852 🔗wa.me/12272721852?te…

Chasing sunsets in Santorini —white-washed villages, blue domes, and wine that tastes like summer. Every corner feels like a postcard come alive. #SantoriniVibes #Wanderlust

"Grilled sausage skewers with crispy garlic u0026 spicy chili—street food that hits every craving! Grab yours before they’re gone!"

Pajama Sunday = board games + messy snack piles + zero alarms. Pure family magic

Last night’s live show Pure magic. Lights, energy, vocals—chef’s kiss. If you missed it, save the date for their next tour stop (we’re already counting down)!

"Just finished Past Lives—a quiet, luminous story of fate, longing, and the love that lingers between 'what if' and 'what is.' Every frame feels like a gentle breath. 9/10. #PastLives #FilmRecommendation"

"Upcycle old jeans into a cute pencil case! Grab scissors, fabric glue u0026 a button—10 mins, zero waste, max charm. #DIYCrafts #UpcycleHacks"

Cozy Sunday = board games + messy snack crumbs + no rush. Perfect chaos with my favorite people.

[ Festive Special Alert! Savor our Lucky Red Bean Glutinous Rice Bowl + Golden Crispy Fish Fillet this holiday—sweet, savory, and full of joy! Limited time only, grab yours now! #HolidayFeast #FestiveBites]

Swap processed snacks for this nutrient-packed bowl! Grilled chicken, quinoa, roasted veggies + a drizzle of olive oil—protein, fiber u0026 healthy fats to fuel your day. #FatLossMeals #CleanEating #FitFood

Stock up for your convenience! Our latest restock includes fresh snacks, daily essentials u0026 quick meals—perfect for busy days. Grab yours now at [Store Name]!

Stock up your store with must-have snacks u0026 drinks! Shop our wholesale deals—fresh, affordable, fast delivery. #ConvenienceStore #WholesaleSupply

"Level up your [skill] in 15 mins/day! Small daily steps = big growth. What’s your target skill this week " （注：可替换`[skill]`为具体技能，如“writing”“coding”“public speaking”）

Stock up on daily essentials at your nearest convenience store! Fresh snacks, drinks, household picks – all in one spot. Shop now!

"Today’s tiny win: baking cookies with my kid—flour everywhere, laughter louder. #ParentingJoy #MessyMomentsHappyMemories"

Spotted a little artist at work—drawing rainbows on the sidewalk, turning a gray day into something bright

"Morning sync → deep work block → midday walk (sunshine = energy boost!) → afternoon collaboration → wrap up with priorities. Productive day, check! #WorkLifeFlow"

"Laughs, surprises u0026 star moments—just crushed the live taping of [综艺名]! Who’s your favorite cast member Drop a if you’re hyped for the premiere!"