an apple a day keeps the bottleneck away
[Source: https://x.com/aleabitoreddit/status/2073486870315745406]
Serenity (X Mirror)
npub1stal...n7sy
Mirror of @aleabitoreddit on X (https://x.com/aleabitoreddit). This is a copy - not the original account.
Original bio: I only use X, beware of impersonators. AI/Semi Supply Chain Analyst. ex. RISC-V FDN, AI research scientist; now trading unknown bottlenecks.
Bruh, when I first tried out ChatGPT around 2023, I thought it LLMs were garbage at coding.
3Y later, Mythos is considered a modern day “nuke” for cybersecurity.
People keep saying humanoids can’t do X or Y task today like plumbing or DC wiring. No sht, but it’s about where
[Source: https://x.com/aleabitoreddit/status/2073351980131754203]
[Source: https://x.com/aleabitoreddit/status/2073351980131754203]
TIL floating DC and ocean compute exists?
Apparently it’s free cooling + optimal for places in tight geography…
It’s going to be wild taking a cruise ship, and passing by a bunch of $NBIS or Samsung floating AI DCs one day.
If this ever becomes a thing like orbital compute?
[Source: https://x.com/aleabitoreddit/status/2073305375957541013]
[Source: https://x.com/aleabitoreddit/status/2073305375957541013]
I'm bearish on humans.
Hard to see people still having a job if humanoids come out at <$15K mass production.
No insurance, no JP Morgan HR cannon scandals.
And can do everything a person can, but better + 24/7.
[Source: https://x.com/aleabitoreddit/status/2073196939785711796]
Just some public market read through from Chinese private VC markets:
Institutions are pouring funds into physical AI and world models.
1. Large models / LLMs: ~$23.56B
2. AI infrastructure + technical layer: ~$15.74B
3. Embodied intelligence / physical AI: ~$13.36B
4. AIGC
[Source: https://x.com/aleabitoreddit/status/2073044119287722024]
So positive readthrough on the upstream glass substrate supply chain:
- Sumitomo Chemical and Samsung Electro-Mechanics formally establish JV in Korea within the year to handle the glass core substrate business (GlaSSEM).
Main thing was timeline/funding was finalized: "full
[Source: https://x.com/aleabitoreddit/status/2072986020640076052]
Be SemiAnalysis:
- Post a scathing piece on CPO delays + optical company valuations, causing a crash.
Which $NVDA, analyst desks, and major optical companies refuted
- Launch an institutional photonics ETF after optical names dropped 40-60%.
[Source: https://x.com/aleabitoreddit/status/2072936659369517341]
SemiAnalysis on $META “overcapacity” and market reactions with $NBIS and others:
“We believe Meta’s datacenter and compute will accelerate”.
“Capex in 2027 will be shockingly high”.
Recent global crash, especially in the photonics sector was stupid… Off misleading narratives
[Source: https://x.com/aleabitoreddit/status/2072922974345445511]
[Source: https://x.com/aleabitoreddit/status/2072922974345445511]
LeaderDrive (688017) is now at all time highs after hitting a 20% limit up today.
Looks like robotics sector excitement is palpable…
Largely driven by US and China’s frontier humanoid companies with $CCXI / Agility Robotics
As well as Unitree (STAR listing approved today)
[Source: https://x.com/aleabitoreddit/status/2072913865458004014]
[Source: https://x.com/aleabitoreddit/status/2072913865458004014]
Lot of misinformation recently about $META.
Recently major journals have been stating
“AI AGENT DEVELOPMENT OVER THE LAST FOUR MONTHS HASN'T 'ACCELERATED IN THE WAY WE EXPECTED”
To push some narrative about Meta dropping out of the race or lowered capex:
As Wang clarified:
[Source: https://x.com/aleabitoreddit/status/2072906728853881251]
[Source: https://x.com/aleabitoreddit/status/2072906728853881251]
$META: upcoming AI model “Watermelon” has caught up to OpenAI’s GPT 5.5.
Wang noted it uses an "order of magnitude" more compute than its predecessor “Avocado”.
Who said they were out of the AI race again?
[Source: https://x.com/aleabitoreddit/status/2072902886712094919]
$AXTI signs 3-year wafer deal with $COHR.
"Coherent will make a prepayment of $22,288,500 to AXT-Tongmei in exchange for a committed supply capacity."
[Source: https://x.com/aleabitoreddit/status/2072795186263187831]
[Source: https://x.com/aleabitoreddit/status/2072795186263187831]
Does anyone else have this annoying seed planted in their mind too?
Whenever I see $MRVL drop, I get reminded of Jensen’s comment “The next $1T company”.
[Source: https://x.com/aleabitoreddit/status/2072781715916169660]
Just this hour:
BlueCrest Capital Management and its Billionaire Michael Platt crossed the threshold and disclosed a 5.6% stake in $CCXI.
I knew Agility Robotics would be popular…
[Source: https://x.com/aleabitoreddit/status/2072765527764971642]
Always a fun time seeing semi markets crash from Bloomberg report framing once again…
UBS analyst on $META report: “this is not new news”.
Regardless:
$AEHR down -18.3%
$AAOI down -17.13%
$SIVEF down -15.4%
$SNDK down -14.8%
$TER down -13.8%
$GLW down -11.4%
$MRVL down -11.2%
[Source: https://x.com/aleabitoreddit/status/2072760446617280650]
[Source: https://x.com/aleabitoreddit/status/2072760446617280650]
Agility Robotics is literally the #1 humanoid player in the US in terms of commercialization today imo.
Personal Rankings:
1. Agility Robotics via $CCXI
2. $TSLA Optimus ($1T+ company)
3. Figure at $39B from 2025, likely higher now.
With Tesla likely taking the lead a year
[Source: https://x.com/aleabitoreddit/status/2072741541404406008]
Photonics is backed by actual revenue numbers and it's an architectural shift championed by $NVDA.
Quantum barely has any revenue.
$LITE is completely sold out for the next 2 years (per $POET AGM) likely starting into 2029. Lumentum is so strained that they buy CW lasers off
[Source: https://x.com/aleabitoreddit/status/2072726120706007465]
I just realized Boston Dynamics CEO shared the same sentiment:
“Robotics is next. America’s next 250 years will be built by robots”.
However, currently China accounts for 54%+ of all global robotics deployments.
- calls for Internet scaleable database of physical world (kinda
[Source: https://x.com/aleabitoreddit/status/2072630036600103340]
$IREN founders award themselves $1.14B+ of stock based compensation.
Vesting over 4 years timeframe. This is amid their active $6,000,000,000 ATM.
I’m not going to say anything but I think it speaks for itself.
[Source: https://x.com/aleabitoreddit/status/2072610437817078056]
[Source: https://x.com/aleabitoreddit/status/2072610437817078056]
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]