Serenity (X Mirror) 1 month ago

Wells Fargo: $META intent to sell excess compute is a positive signal around underlying demand and unit economics of AI. “Despite this shift, we don’t expect a pullback in Meta’s capex or that overall compute needs are lower” Regarding Neoclouds: WF thinks it validated the

[Source: https://x.com/aleabitoreddit/status/2072574465763111166]

Serenity (X Mirror) 1 month ago

I feel like Trump is probably going to like this idea: OpenAI discussed giving the US gov a 5% stake in its company per FT. If this turns into an $INTC type situation, would be interesting if the US government becomes a soft backstop for their $1T+ in future capex/obligations. [Source: https://x.com/aleabitoreddit/status/2072570681586553112]

Serenity (X Mirror) 1 month ago

Just dropping these 3 slides from Agility Robotics ( $CCXI ) presentations. For the US robotic program doomposters: 1. “75% of parts” - sourced from the USA 2. Just eyeballing the graph, looks like <$30k BOM mass production. People were just looking at the ~$145K cost. 3.

[Source: https://x.com/aleabitoreddit/status/2072367082248040621]

Serenity (X Mirror) 1 month ago

There’s a lot of disinformation going around about $META “cutting capex” because they “overbuilt”. This is an “if” they have excess capacity. And it looks like the opposite right now: Hyperscalers like $GOOGL are so compute constrained that they had to cut allocations to Meta [Source: https://x.com/aleabitoreddit/status/2072314906729455876]

Serenity (X Mirror) 1 month ago

Basically pre-market right now with the Neoclouds like $NBIS in simpler terms. Costco: sells $5 chickens. Walmart: mass buys those rotisserie chickens and sells excess as “Walmart Chickens”. Stock Market: sells off Costco. [Source: https://x.com/aleabitoreddit/status/2072307910223532245]

Serenity (X Mirror) 1 month ago

Finally, $META to build a Cloud Business to sell excess AI compute per Bloomberg. Thought Meta should go up against GCP, Azure, and AWS eventually to increase revenue streams. Meta up 6.65% premarket. [Source: https://x.com/aleabitoreddit/status/2072301677211009426]

Serenity (X Mirror) 1 month ago

Just a random thought, leading US humanoid players strangely me of the current LLM dynamics: Agility ( $CCXI ) kinda feels like Anthropic for robotics. With $AMZN and $NVDA heavily backing it, ingrained with $GOOGL Deepmind (like TPUs). And it starts off with enterprise [Source: https://x.com/aleabitoreddit/status/2072275805330362648]

Serenity (X Mirror) 1 month ago

This market feels like an ADHD goldfish with a 5 second attention span, trading popular themes. It's like markets only care about physical AI and energy right now? And sold off memory and photonics that are bottlenecked past 2028? [Source: https://x.com/aleabitoreddit/status/2072242322688057579]

Serenity (X Mirror) 1 month ago

$SIVE: "Intent to complete the [NASDAQ] listing process over the next few quarters" This statement was largely missed by many screeners. Very material improvement from evaluation, to formal confirmation of timelines. [Source: https://x.com/aleabitoreddit/status/2072219315760488615]

Serenity (X Mirror) 1 month ago

Just some of the more interesting news I came across recently: 1. MS: Revised China humanoid shipments to reach 50,000 in 2026 from 14,000u and 28,000u earlier this year. 2. MS: Probe cards and test sockets likely to be priced hike (precious metal hikes + severe shortage of [Source: https://x.com/aleabitoreddit/status/2072178393878290789]

Serenity (X Mirror) 1 month ago

I told you making the robots look hot might be a bottleneck: Today, UBTech has now announced its first full-size hyper realistic humanoid robot girlfriend. For adults only to purchase for only ~$145,717.90. -"The U1 series emphasizes attractive appearance and is only available

[Source: https://x.com/aleabitoreddit/status/2072161782005936487]

Serenity (X Mirror) 1 month ago

Congrats to $SIVE, they have now raised an upside round of 700m SEK from institutional investors. The round was “Multiple Times Oversubscribed” and slightly upsided. Validating immense institutional demand around current market prices. This raise was specifically for [Source: https://x.com/aleabitoreddit/status/2072152226169331776]

Serenity (X Mirror) 1 month ago

$SIVE is raising ~$61M (600M SEK) to expand manufacturing capacity for InP lasers and optical amplifiers. Sivers operates as a fab-lite model so this is likely hinting at foundry allocation/scaling for CW DFB laser ramp across Jabil, and their other partners. It could also [Source: https://x.com/aleabitoreddit/status/2072007692684837039]

Serenity (X Mirror) 1 month ago

Yep! Agility Robotics is currently my favorite humanoid/robotics position. They're set to be listed on NASDAQ via $CCXI as early as September (per Digitimes). Just for informational purposes: Their V4 humanoid robot is already operating in sites like Amazon. And have V5 slated

[Source: https://x.com/aleabitoreddit/status/2071995924172394695]

Serenity (X Mirror) 1 month ago

I wonder if humanoids is going to spark a new bottleneck/industry for robot cosmetics. Like a skin bottleneck. Or Aespa KPOP robot makeover as a service. So if $TSLA Optimus makes tens of millions of humanoids: Who’s going to make them all look hot? [Source: https://x.com/aleabitoreddit/status/2071977219002613768]

Serenity (X Mirror) 1 month ago

There was a pretty funny anecdotal complaint from the Machine Learning $RDDT subreddit. On $CBRS + OpenAI: - Needs 1-2K tokens/sec so tries to use Cerebras. - Claims OpenAI reserved all capacity, making waitlist infinite for everyone else not a hyperscaler. - Stated [Source: https://x.com/aleabitoreddit/status/2071961279380791729]

Serenity (X Mirror) 1 month ago

Hard to see a world where US AI hyperscaler capex drops dramatically from $GOOGL to $META. When China entities like 360 go and claim: They now have a "AI cyber nuclear weapon" that can hack Western companies and governments. (Zhou claimed Mythos was like an AI era cyber [Source: https://x.com/aleabitoreddit/status/2071903552608362500]

Serenity (X Mirror) 1 month ago

I've reached 900k followers, thank you everyone! Just some reflection, it's actually a nightmare at higher counts... Which is new to me, since I started at almost nothing earlier this year. 1. Threats of safety, which I don't enjoy. - Random new accounts sending personal [Source: https://x.com/aleabitoreddit/status/2071763387948859506]

Serenity (X Mirror) 1 month ago

For robotics companies, I have a favorable view on Unitree and Agility Robotics, two humanoid players. And I have largest concentration in Agility Robotics, since I personally prefer US humanoid players. For upstream component exposure, I currently own: - Harmonic Drive

[Source: https://x.com/aleabitoreddit/status/2071730699363881241]

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]