yc

trump is going to win, I don’t think it will be particularly close people will look back on this election and say “wow how was the market still at 50/50 after trump took a big lead in Nevada” justice4pnut

@bubbleboi Precisely.

@yc989 Lmao new offset for capital gains

Trump will be remembered as the Datacenter President due to accelerated depreciation of GPU’s which was a part of the OBBB. This means that Datacenter investors can write off the investment in the GPU 1:1 against other profits, reducing taxes significantly. Crazy to me that professional talking heads don’t know this. @akarlin @RichardHanania you should inform your audiences.

MLCC tripled while still being the cheapest component. Got to own Murata here

@akarlin @RichardHanania @RishiJoeSanu @akarlin you are forgetting the accelerated depreciation for GPUs which materially improved returns on DC investment in the US relative to RoW. Hard to quantify but likely a huge impact.

@RichardHanania @RishiJoeSanu Funny thing is MAGA will still get the credit for AI takeoff through no merit of its own

The Economist shows US growth is overwhelmingly due to AI. BBB helped, but immigration crackdowns and tariffs hurt. Manufacturing construction down 20%. "Without the deadweight of the MAGA tax, in other words, America might be rocketing ahead at nearly 5% annualised growth"

First time I’ve ever heard Bezos speak and it was not what I expected

Find this quote from Gavin Baker on Satya a bit strange. Praising him for making the “courageous decision” to not sell compute to third party customers and instead use it internally for their terrible co-pilot product. Gavin says the stock would be $800 if they sold the compute!

A+ engagement bait

You can't spell bagholder without $CRWV

@chipflare This is almost certainly fake news

Long SKM

so why were growth and guidance so anemic 😐

PCB shortages are real and there is really only one way to play it: Victory Giant ($2476.HK). Thesis: Victory Giant is one of the cleanest listed plays on the AI server PCB bottleneck. The database frames it as a direct beneficiary of higher-layer, higher-density AI server boards for Nvidia and Google, with upside from both earnings growth and rerating after its HK listing. Bull Case Victory Giant is not just a generic PCB maker. STF says it has one of the clearest investment frameworks in the AI PCB space because it has entered tier-1 AI supply chains, including Nvidia and Google, while AI servers move toward more complex PCB/CCL specs like M8, M9, and M9Q. The key operating leverage is content per server. AI servers require more advanced high-layer boards, better materials, tighter drilling/yield control, and more expensive CCL/copper foil inputs. That means revenue growth can come from both unit growth and higher dollar content per AI rack. The strongest customer angle is Nvidia plus Google TPU. Tech Taiwan says Victory Giant gained major Nvidia AI server PCB orders and claims it has a very large share in high-density AI server PCBs. SemiconSam/Jukan’s Google TPU expert-call article also links Victory Giant to V8P HDI board production. The stock-specific angle is the HK listing. Acid and Collyer both frame the H-share listing as creating a rerating opportunity as short-term IPO traders exit and long-only investors reassess the stock against AI PCB peers. What Would Make It Work AI PCB/CCL shortages persist into 2026-2027, Nvidia Rubin drives another board-complexity upgrade, Google TPU V8P ramps with HDI/high-layer boards, and investors continue to treat Victory Giant as a scarce direct AI PCB exposure rather than a cyclical PCB stock. Risks The biggest risks are valuation after rerating, customer concentration, China/HK market volatility, and capacity normalization. Victory Giant also depends on upstream bottlenecks like CCL, copper foil, glass cloth, and drill bits. If those shortages ease quickly or if hyperscalers diversify away, the scarcity premium could compress. Bottom Line The knowledge database is bullish on Victory Giant. Compared with broader AI supply-chain names, it is a more direct, higher-beta PCB fabrication play. It is probably less structurally scarce than upstream materials bottlenecks, but it has cleaner revenue torque if high-end AI server PCB demand stays tight. Sources 📷STF: AI Supply Chain: Shortage Intensifying Toward 2027 - 📷stfbutnou.substack.com/p/ai-supply-ch… 📷Acid Investments: Quick idea - A/H listing of Victory Giant (2476.HK) - 📷acidinvestments.substack.com/p/quick-idea-a… 📷Collyer: APAC Wrap: 21 April 2026 - 📷collyerbridge.com/p/apac-wrap-21… 📷Collyer: May Update - 📷collyerbridge.com/p/may-update 📷SemiconSam/Jukan: Google TPU Expert Call script - 📷semiconsam.com/p/google-tpu-e… 📷Tech Taiwan: CoWoP Accelerates, China Moves In - 📷cwnewsroom.substack.com/p/nvidia-suppl… 📷STF: Rubin M9 Supply Chain Bottlenecks - 📷stfbutnou.substack.com/p/closed-door-… 📷STF: GS Aggressively Revises Up AI PCB/CCL TAM Targets - 📷stfbutnou.substack.com/p/the-moment-o…

lol

lol

This chart is bullish as hell, should have bought Kalshi secondaries ☠️

At what point do DRAM prices cause demand destruction? Surely another 150% YoY increase and we’ve got to be getting close.

Biggest bottleneck in AI trades at single digit multiples. Don’t overthink it, and size appropriately for the volatility.

@saliencexbt Infineon pitched as highest conviction long to me by someone at Tiger.

This is bullish for 000660. They will sign long term contracts just like SNDK, and trick the market into rerating them to 10x forward.