Zephry.

$POET getting spanked today after CFO last week spouted off order with $MRVL that violated order confidentiality. $MRVL now has pulled $POET's order. We're not surprised considering we had to be the one's to tell $POET it was a PFIC...thanks for playing

Did Anthropic pause hiring for entry/mid-level engineers

BREAKING: Microsoft stock, $MSFT, falls -5% after announcing that its OpenAI license will now be nonexclusive and it will no longer pay revenue share to OpenAI.

yeah I'm really optimistic about DeepSeek now. they will scale *aggressively* on Chinese compute, they will leapfrog every competitor. Jensen wasn't speculating, he knew what is happening. This will be V5. V4 is mostly preparation for migration. Kimi can have H1 2026.

I didn’t realize this before. I naturally assumed Intel would have a supply advantage over AMD in CPUs. But Qualcomm and MediaTek apparently cut their TSMC 4/5nm orders because mid- to low-end smartphone shipments literally collapsed. AMD seems to have taken over that capacity. Right now, even CPUs produced on older nodes are being bought up by customers lining up for supply. AMD’s earnings could be worth getting excited about.

Abstract of MediaTek (2454 TT) note – Two More Things! ↑ TP to NT$2,850 (from NT$2,750) # In Talks with OpenAI High chance MTK to win OpenAI’s edge-AI project, likely N3-based SoC and target Tape-out targeted 1H27 • Positive implication — it opens ASIC opportunities with OpenAI. MTK could provide capability proven via TPU 8t tape-out with strong in back-end offerings (CoWoS/EMIB/InFO) # Meta ASIC opportunities • Growing visibility for next-gen AR Glass: 2x SRAM (by AP Memory) + MTK SoC (MTK replacing Qualcomm) • Targeting volume production late-2027 • MTK mgmt earlier expected to highlight 2nd ASIC customer (we think Astrid & Apollo projects were in the bidding process) # Massive broker upgrades after our MTK report on March 25 on Raised CoWoS/EMIB.