Mr Ham

@R_and_Invest i think these numbers r too low but i wud take all of this with a grain of salt whether bearish or bullish. all of the banks missed this move from the beginning , and they wont correctly predict the end either

Those calling for $MU HBM demand to peak, please look at this demand table by UBS. 1Q27 CY does not look like a peak. But UBS can be wrong too.

@PurpleDrink_LLC lol, with this one tweet the market will realize it needs to go higher!

Empirical publicly available data that energy bulls are shouting from the rooftops like they think it offers edge vs the market Like the price of oil just doesn’t know about the draws, ok!

@Figure_robot when ipo? let me invest?

Today we're announcing Figure has signed a commercial agreement with Catalyst Brands to deploy humanoid robots at scale Catalyst operates iconic brands including JCPenney, Aéropostale and Brooks Brothers. Figure will start initial deployment in Reno, NV

@ScroogeCap yeah this why etn is a winner, parterning with nvda on 800vdc, they have the only sst in action rn, stock hasnt moved in 2 years, at some point its gonna go

An excellent report but one line caught my eye: "Major AC switchboard incumbents (Schneider Electric, ABB, $ETN, $VRT) have not named discrete 800VDC switchboard products." Regarding $VRT, SA delivers a decent blow to their core biz model throughout the text. VRT is a dominant market leader in centralized datacenter UPS systems. The post contains several sentences that explicitly mark this entire product category for death: "In the 800VDC architecture, we expect centralized Low Voltage UPS systems to progressively lose their role and eventually become obsolete." " $GOOGL and $META already took this aggressive approach years ago, bypassing the central monolithic UPS with “distributed UPS” architectures." Funny to still see it up 5% premarket.

@robin_j_brooks @CommodMkt @biancoresearch @cnbcAsiaTV lololol cook him Robin!

@CommodMkt @biancoresearch @cnbcAsiaTV My suggestion to you would be not to pick fights on X with former Goldman colleagues who know your track record and history.

On @cnbcAsiaTV this morning, @CommodMkt said, "Sell The Tweet, Buy The Molcule." Currie detailed that Trump tweeted five times that the war was effectively over, but it has not happened. The chart shows my guess of the five times. Currie is correct. If you bought the crude oil collapse every time Trump said the war is over, you made $58, even though the price is only up $27 since the war started. Not a bad trading strategy! We are currently on the 6th tweet saying that the war is over; it is still a work in progress. Is this the next great crude oil buying opportunity?

@PurpleDrink_LLC seeing insane levels of cope from the oil community rn, and there commodity more than doubled this year, guess they missed it

Hallmark of market participants in denial -> citing everything other than actual price for weeks on end

@ptuomov depends how much money you have, and how much you need to make

This opinion piece advocates 90% stocks / 10% T-bills portfolio instead of the common 60% stocks / 40% bonds portfolio recommendation. My question to the author: Starting with 90/10 stocks/bills, would your portfolio get better or worse if you'd add, say, 15% of Ultra T-bond futures?

@damnang2 ask them what comes next when hbm hits physical limits

I’m meeting with SK hynix HR next week. What should I even talk about...?

Sounds like those with a huge data center CPU installed base AND GPU/XPU IB are in a good spot to make money :)

@stogolp based and shookpilled

my long term thesis has been invalidated on this 1 hour candle.

Impressive. Nvidia’s Vera CPU outperforms the latest x86 CPUs, and Intel is reportedly developing an 18A CPU to compete with the MacBook Neo.

@ChipsandWafers this should be getting more attention, this is a major W for AMD, they just majorly increased their ability to ramp

$AMD announces USD 10b+ for #AdvancedPackaging capabilities: 👉Chiplets: "Scale advanced packaging manufacturing for next-generation #AI infrastructure" 👉In the Press Release they specifically call out #OSATs, ASE (3711.TW) and PTI (6239.TW). x.com/SemiAnalysis_/…

@AIStockSavvy hardik do you have the target price agreggator post of all the analysts for nvidia, thank you

$NVDA | 𝐍𝐕𝐈𝐃𝐈𝐀: Baird maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, raises 𝐏𝐓 𝐭𝐨 $𝟓𝟎𝟎 Analyst sees AI infrastructure demand and inferencing share gains driving massive long-term upside.

@Aaronwei3n @jukan05 lol

Sheesh. $NVDA VR200 Bom Analysis from MS.

@brandonjcarl growth is shifting from anthropic to openai because anthropic doesnt have enough compute

Folks, it seems like token growth is decelerating. Early data points with details attached: 1. Anthropic revenue reporting 2. OpenRouter usage 3. Google IO

@danielnewmanUV @FuturumEquities your wayyy too light on amd, if theyre only selling 40b a quarter 4 years from now, lisa really messed up

.@FuturumEquities initiated coverage on 14 semiconductor names including $NVDA, $AMD, $TSM, $AVGO.

@trengriffin @lebas_janney lol, equity speculator here looking to buy zroz for first time, ai deflation is coming imo

"Long-term, I like bonds; intermediate-term I like equities; and short-term, I like scotch."

@jukan05 dont lie to us king your bearish now arent you

This is honestly ridiculous. When I posted 100 bullish posts on memory, nobody said anything. But the moment I post just three cautious ones, people start saying, “Jukan is bearish on memory. We’re done.” “Jukan was a memory bear all along, huh?” That’s the kind of nonsense I’m hearing. I’m still bullish on memory. I have been since 2024.

@zephyr_z9 they shud be, and cc should give all of intels capacity to amd

Lol They are scared of CC Wei

@jukan05 @ChipsSaas meh, theyre hardware is atleast 5 years behind and the gap is widening. just wait till cpo and hybrid bonding comes in, theyre falling farther behind. only reason their models are ok is because renting nvidia outside china.

@ChipsSaas You seem a bit too anti-China. Chinese inference chips are not toys…

This latest piece from GSR is genuinely important. Why is Nvidia still courting China — almost clinging to it? GSR frames it this way: "For Nvidia, China is a monitoring window — a way to observe how massive AI infrastructure is actually evolving." Nvidia's revenue exposure to China has collapsed from roughly 26% historically to around 5% today. And yet the reason Nvidia cannot easily walk away from China is not about revenue. China's domestic AI chip competition is already fierce. Huawei Ascend, DeepSeek, Alibaba — China's homegrown AI ecosystem is no longer in the "chasing Western technology" phase. Under the pressure of sanctions, it has moved into genuine architectural experimentation and system-level optimization. In other words, China is no longer simply a sales market for Nvidia. It is the single most important live laboratory for observing how large-scale AI infrastructure evolves outside the Nvidia stack. GSR's argument, however, is that Nvidia's China organization is currently failing to execute on this strategic objective. According to the author, Nvidia's people on the ground in China are not listening to real customer needs or running field-driven sales. Instead, they are leaning on abstract, academic-style lectures — behaving less like a commercial organization and more like a "club of scientists." This is residual inertia from the era when Nvidia products sold themselves the moment they were available. If the core purpose of Nvidia's China strategy is intelligence gathering and on-the-ground learning, then the most important variable should be tight, two-way communication with customers. Yet Nvidia is failing to genuinely talk to the very market it is supposed to be observing. That is the fatal contradiction. The problem is already showing up in Nvidia's recent failures in China. The most representative case is the RTX 6000D. It was a hastily designed, downgraded GPU engineered to fit just under U.S. export control thresholds. According to GSR, Nvidia did not transparently communicate to its channel partners the critical missing specs — the absence of NVLink, the absence of HBM — that directly determined the product's competitiveness. Instead, the company defaulted to its old assumption: "if it has an Nvidia logo on it, it will sell." Volume was pushed through on that premise. The outcome was poor. Stripped of its competitive edge, the RTX 6000D was rejected by the market and ended up as massive dead inventory sitting on partners' books. The author's broader point is that Nvidia's China problem is no longer just an export control problem. It is a listening problem — a signal that the sales model built on Nvidia's overwhelming market dominance simply no longer works in this environment. An excellent read. $NVDA