Serenity (X Mirror) 2 months ago

Japan's Rakuten to establish joint venture with $ASTS to build out LEO satellite networks for Japan per Digitimes/Nikkei. "The move is widely viewed as a strategic response to the growing influence of $SPCX Starlink in Japan"

[Source: https://x.com/aleabitoreddit/status/2071545016007467486]

Serenity (X Mirror) 2 months ago

$GM cuts 1,000 workers and replaces them with 50 robots (Jun 22nd report) Reports also show GM is working on a deal with $NVDA on factory robotics. This is industry validation for robotics, since it likely demonstrates increased opex margins + efficiency from employee

[Source: https://x.com/aleabitoreddit/status/2071532870859149617]

Serenity (X Mirror) 2 months ago

Just some notes on $POET AGM and read through on optical markets: - "The top three laser suppliers control 68% of the market, and they’re completely sold out for the next two years" $LITE CEO said into 2028, so POET implicitly confirms laser shortage is going into 2029 now. - [Source: https://x.com/aleabitoreddit/status/2071488272245944399]

Serenity (X Mirror) 2 months ago

Honestly this decade from 2020-2030 might be the most goated in human history. - Scaling massive reusable rockets for orbital compute with $RKLB to $SPCX. - on the cusp of ASI and recursive learning with Anthropic and OpenAI - Backflipping Boston Dynamics and Unitree [Source: https://x.com/aleabitoreddit/status/2071465314794233905]

Serenity (X Mirror) 2 months ago

Yup, Schaeffler $SHA0 is the ideal example for automotive players. ~ €7.47B MC auto player. - but also working with 45 humanoid players (extremely insane number, they do have €5.14b debt, EV is higher) - covers bearings, gearboxes, sensors/ECUs, actuators, power electronics.

[Source: https://x.com/aleabitoreddit/status/2071164721299112316]

Serenity (X Mirror) 2 months ago

Guess we finally found why $META signed massive agreements with Neoclouds like $NBIS back in March... And why Gemini got super nerfed. $GOOGL reportedly restricted Meta's capacity in March 2026 because of compute restraints. Google's CEO said from last earnings computing

[Source: https://x.com/aleabitoreddit/status/2071135874100990438]

Serenity (X Mirror) 2 months ago

WSJ: “China Has Matched Anthropic in Cybersecurity, Resetting AI Race” China’s Zhipu AI, has matched Anthropic’s Mythos in certain benchmarks, such as exploiting cybersecurity bugs. Well, that’s not good. Instead of blaming the administration which did the correct thing… [Source: https://x.com/aleabitoreddit/status/2071074680253911267]

Serenity (X Mirror) 2 months ago

Robotics is next. Both deal count and investment amounts are skyrocketing per pitchbook March data (source: a16z) Good thing is: the same AI DC exposure often has cross-exposure to humanoid ramp. Like DRAM/NAND with memory (on humanoid inference/storage) or DFB lasers with [Source: https://x.com/aleabitoreddit/status/2070789923108798545]

Serenity (X Mirror) 2 months ago

Kinda nutty OpenAI’s is launching its heavyweight 5.6 Sol frontier model on $CBRS. At up to 750 tokens/sec, which is obscene performance. American inference go brrr. I actually picked up starter positions on Cerebras for the first time in the ~170s (below $185 IPO price) after [Source: https://x.com/aleabitoreddit/status/2070754658868687086]

Serenity (X Mirror) 2 months ago

$SPCX / Elon Musk acquires Mesh, an optical networking startup. Which is working on 1.6T OSFP (pluggable). It’s seems they own the optical engine/packaging side of things, but likely sources CW DFB lasers off merchant companies. $SIVE is one of the more startup friendly

[Source: https://x.com/aleabitoreddit/status/2070691462354993543]

Serenity (X Mirror) 2 months ago

Brooo, OpenAI is back and they're releasing their new model GPT-5.6 Sol. With their benchmarks, OpenAI claims: - Sol Ultra beats Mythos 5 and mogs it for coding/workflow. - And is better for bio/cybersecurity too. Pretty bullish on OpenAI again if they leapfrogged [Source: https://x.com/aleabitoreddit/status/2070559154352353724]

Serenity (X Mirror) 2 months ago

Morgan Stanley: Retained its forecast for the Federal Reserve to hold interest rates through year-end (no rate hikes). Michael Gapen said incoming data since the June FOMC meeting has made it "marginally more comfortable" in its no-hike baseline. [Source: https://x.com/aleabitoreddit/status/2070536700519178493]

Serenity (X Mirror) 2 months ago

just throwing out a random thought, the UBS report is anecdotally true + and it's interesting there's more Chinese reports on Anthropic distillation. Many US startups/companies using AI: Are using Chinese models like DeepSeek since they’re much cheaper than

[Source: https://x.com/aleabitoreddit/status/2070493783804813451]

Serenity (X Mirror) 2 months ago

OFC I'm aware. But I'm personally sleeping comfortably since I have conviction in my hyperscaler mapping research with $SIVE. And yes, I still have my million+ share position. Not sure if people realize this: but I'm only here to share my thoughts/ideas. I don't control [Source: https://x.com/aleabitoreddit/status/2070444675337503166]

Serenity (X Mirror) 2 months ago

Just Elon Musk casually sounding the alarm. On the massive demand + price hikes for $MU / SK Hynix / Samsung memory relative to supply. He probably has higher visibility into the memory bottleneck than others… [Source: https://x.com/aleabitoreddit/status/2070413682996347069]

Serenity (X Mirror) 2 months ago

“What matters is not the eggs, it is the Goose itself” SoftBank probably down -13.5% today after markets saw this investor presentation today. Also the OpenAI IPO possible 2027 delay cause Altman wanted a $1T valuation might have been a small cause…

[Source: https://x.com/aleabitoreddit/status/2070373235452162540]

Serenity (X Mirror) 2 months ago

There's a global correction right now, no clue when it stops. Kospi is down -8.18% (Sk hynix/Samsung) Nikkei is down -4.8% TWSE Index is down -3.82% As you've seen with $SOI or $RKLB dropping 30-40%. From personal experience, high beta stocks get hit a lot harder, but

[Source: https://x.com/aleabitoreddit/status/2070354308965728519]

Serenity (X Mirror) 2 months ago

Looks like Power Semis are already starting price hikes. Which is bullish thematically for US power semi trade from $AOSL to $POWI, before the 800V DC shift fully hits. China's Yangjie Technology, announced a 2nd price increase this year, raising prices across its full product

[Source: https://x.com/aleabitoreddit/status/2070304723262210194]

Serenity (X Mirror) 2 months ago

Nah, gonna fill out the job application for $WEN and set up camp behind the dumpsters. Even $MU and $SNDK ridiculous performance today couldn't save my port. Cheering on Japan though, hoping Sweden gets mogged with a 2-0 to represent the 20% drop. [Source: https://x.com/aleabitoreddit/status/2070189253573890167]

Serenity (X Mirror) 2 months ago

oh i think u misunderstand... I'm actually more bullish than ever as prices go down. $SIVE at ~$1.9B MC you have: - $GFS reference laser - laser for Ayar and others in $NVDA NVLink ecosystem for CPO scale up - $POET and others for CPO scale out - $JBL and others for 1.6T+ [Source: https://x.com/aleabitoreddit/status/2070179074048409662]