Schiele

My most uncharitable belief is that if you're chronically late to things, you're just a bad person. And I mean I don't think it's possible to routinely be late to events/work/appointments *unless* you're just a selfish person with no concern for anyone else.

Do we call this strength - $SPIR?

The longer you delay building the life you actually want, the more likely you are to normalize a weaker substitute. Drift hardens into identity faster than people realize.

NYTT CASE 🧵 $SHT Smart High Tech 1) AI-case. Jag har följt detta bolag under 2 års tid men avvaktat med att investera tills nu. Bolaget tillverkar kylningskomponenter till högpresterande elektronik såsom GPU, CPU och AI-chipp. Otroligt relevant i vår tid med ai.

$NBIS is up 17% so far today I wouldn’t be surprised to see it hit $100 in the coming months

A striking sentence I read today: We don’t think power is the constraint for TSMC’s chip demand, at least for 2027, but ABF substrate and HBM supply are major gating factors. -Morgan Stanley

Daily reminder :

PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN “The layer below the chips” — AI’s real bottleneck Layer 1 — Materials Foundation of everything (InP, fiber, wafers) $AXTI $GLW $COHR Layer 2 — SiPh Foundries Where photonic chips are fabricated $TSMC $GFS $TSEM Layer 3 — Lasers (Bottleneck) EML + CW lasers — tightest supply in the chain $LITE $COHR $AAOI $FN Layer 4 — PICs (Optical Chips) Integration layer replacing discrete components $POET $LWLG $MRVL $AVGO Layer 5 — Transceivers 400G → 800G → 1.6T data movement $CIEN $AAOI $LITE $COHR Layer 6 — Co-Packaged Optics (CPO) Next-gen architecture — optics + silicon combined $NVDA $AVGO $MRVL $COHR $LITE $ALAB Layer 7 — Optical Switching (OCS) Routing light without electrical conversion $CIEN $COHR $LITE Layer 8 — Networking Systems DCI, long-haul, metro infrastructure $CIEN $ANET $NOK Layer 9 — Test & EDA Hidden backbone enabling scale $KEYS $FORM $ANSS Layer 10 — Demand Drivers Hyperscalers pulling the entire chain $NVDA $META $GOOGL $MSFT $AMZN THE BIG PICTURE (2026–2027) - AI demand is exponential - Electrical interconnects are hitting limits - Optical = the only scalable solution Key Constraint: Laser supply (InP → EML/CW) → Bottleneck today = pricing power tomorrow This isn’t a single stock trade. It’s a full-stack infrastructure shift — like semis in the early 2000s. The winners won’t just be chipmakers… They’ll be the ones enabling light-speed data movement. Not financial advice. DYOR. Bookmark this, retweet for others

VICE PRESIDENT VANCE: "We have tried for 21 hours, but we are returning to the United States without an agreement. The Iranians would not accept our best offer."

Unimicron, Ibiden, AT&S, Kinsus, Nan Ya, Hynix, Micron, Samsung My favorites are Ibiden, Unimicron, Hynix & Samsung

$MU Signs of structural memory transformation during earnings today. Must Read 👇 Automotive: "The average car today has less than L2 ADAS capability, containing approximately 16GB of DRAM, while vehicles with L4 autonomy require over 300GB." Robots: "Humanoid robots will be AI-enabled and powered by a compute platform that rivals a high-end L4-capable automobile, requiring significant memory and storage. We expect this exciting new category to further underpin the long-term favorable dynamics shaping our industry." PC: "PCs with on-device agentic AI have recommended memory specs of at least 32GB, twice the average PC." Workstations: "The fast-growing category of personal AI workstations, such as NVIDIA DGX Spark and AMD Ryzen AI Halo, come in 128GB configurations, ideal for running large language models on device." Mobile: "The mix of flagship smartphones shipping with 12GB or more of DRAM increased to nearly 80% in Q4, up from under 20% a year ago." Data Center LP DRAM: "We sampled the industry's first 256GB LP SOCAMM2 product, built on our 1γ node, enabling 2TB of capacity per CPU. Quadrupling content from just a year ago." Data Center Demand: "AI server demand (vs. traditional server) is driving DRAM and NAND data center bit TAM to exceed 50% of industry TAM for the first time in calendar 2026." The AI Shift is Here