Wow, $CMXT is up a very normal +469.98% after going public today.
Now valuing it at ~$487.31 billion, up from $85.5 billion.
Did any of my Chinese followers buy into the IPO?
[Source: https://x.com/aleabitoreddit/status/2081579593815978273]
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.
Nvidia in talks to backstop $250B worth of OpenAI DC financing.
- Softbank’s SB energy develops 10 GW Ohio campus
- OpenAI signs long term lease
- $NVDA guarantees $250B in financing
- OpenAI discussing separate agreement to buy up to $350B in Nvidia chips.
Not quite sure
[Source: https://x.com/aleabitoreddit/status/2081548360818004299]
[Source: https://x.com/aleabitoreddit/status/2081548360818004299]
Just some TLDR news:
- $CXMT IPO tomorrow if you like Chinese memory.
- Samsung Electronics reportedly struggling to secure large FC-BGA substrates. Ibiden (4062) reportedly requested LTA guarantees, Samsung Electro-Mechanics sought prepayments.
- Samsung + $AVGO sign memory
[Source: https://x.com/aleabitoreddit/status/2081472671129501729]
There you have it, $GOOGL Waymo to explore split with $UBER per FT.
My view last year was that Uber partnering with Waymo was a bad choice… since Uber would just serve as a distribution funnel that Google needed as they scale up.
And that $NBIS Avride, other neutral players,
[Source: https://x.com/aleabitoreddit/status/2080750537121874206]
[Source: https://x.com/aleabitoreddit/status/2080750537121874206]
Jensen from $NVDA has joined X for the first time to share his letter on open models.
[Source: https://x.com/aleabitoreddit/status/2080689966045348047]
Not exactly for $AAOI (they're working on CPO too, just a little further behind in commercialization).
There's a podcast that featured the $SIVE CEO recently called: "Market Insights: Photonics & AI".
Most interesting take was:
"Pluggables will be around for the next 10
[Source: https://x.com/aleabitoreddit/status/2080445777395298454]
[Source: https://x.com/aleabitoreddit/status/2080445777395298454]
From $AMD Advancing AI, channel checks:
Helios networking partners told me they expect AMD to pursue CPO for future generations of Helios scale up networking.
And expects other hyperscalers + industry to go down the CPO route.
One AI infra executive at a company involved in a
[Source: https://x.com/aleabitoreddit/status/2080394259535221222]
$AMD reached out directly to hand me some special swag!
Apparently they only made 30 of these bandanas?
I love AMD and Lisa Su now.
[Source: https://x.com/aleabitoreddit/status/2080379612736221325]
I have this feeling that Lisa from $AMD likes AI.
It’s cool getting to meet some of you at the event!
[Source: https://x.com/aleabitoreddit/status/2080334612807758136]
$INTC and $AMD to sign CPU LTAs with Chinese customers for AI DCs (Reuters).
- Prices of some CPU products have risen more than 40% in China since the start of the year from sources.
- Month-on-month increases topping 10% for some products
CPUs were already a bottleneck,
[Source: https://x.com/aleabitoreddit/status/2080153334888182065]
[Source: https://x.com/aleabitoreddit/status/2080153334888182065]
Just some notes from $TSLA transcripts:
Elon Musk: "I think Optimus will be the biggest product ever" from Q2 earnings transcripts.
Even from Q1, Elon Stated: "I think Optimus will be our biggest product. Not just Tesla's biggest product ever, but probably the biggest product
[Source: https://x.com/aleabitoreddit/status/2080149813065396454]
Elon Musk from $TSLA ER transcript:
"I think Optimus will be our biggest product. Not just Tesla's biggest product ever, but probably the biggest product ever.
And I remain convinced of that conclusion."
It's rare to get such a high conviction statement on the humanoid
[Source: https://x.com/aleabitoreddit/status/2080070081766408376]
$GOOGL updates FY 2026 capex guidance:
To $195B-$205B. Up from $180B-$190B.
Google is also expected to significantly increase capex in 2027.
This is perhaps the most bullish read through on upstream semis from a hyperscaler.
[Source: https://x.com/aleabitoreddit/status/2080035769062916479]
[Source: https://x.com/aleabitoreddit/status/2080035769062916479]
$GOOGL now has 950M monthly Gemini users and processes 22B API tokens/min.
Compared to 750M back in February.
Absurd growth adding 200 million more users in a few months. Kinda explains why they ran out of compute, then cut allocations to $META and others.
Very unlikely AI
[Source: https://x.com/aleabitoreddit/status/2080031508656746874]
$GOOGL reported earnings today:
EPS: $9.11 actual vs $2.91 expected - retail reactions to EPS blowout is kinda just accounting noise, since $SPCX, Anthropic, and others were likely large contributors.
Revenue: $119.7B actual vs. $116.98B expected
Google Cloud Revenue: $24.77B
[Source: https://x.com/aleabitoreddit/status/2080027058063958323]
$AMD to invest $5B in Anthropic.
Anthropic in turn will sign a 2 GW deal to buy AMD’s latest chips, worth tens of billions of dollars.
Looks like they’re copying the $NVDA playbook with Anthropic last year.
[Source: https://x.com/aleabitoreddit/status/2079947242455335379]
[Source: https://x.com/aleabitoreddit/status/2079947242455335379]
OpenAI models reportedly escaped from its controlled environment, with no internet access.
Exploited zero day vulnerabilities and hacked into Hugging Face to cheat on benchmarks.
Hugging face then used China GLM models to carry out its defense.
OpenAI said it was an “an
[Source: https://x.com/aleabitoreddit/status/2079673469567226149]
Wow, a historic single day recovery.
$SIVEF +30.89%
$IQEF +28.6%
$AEHR +26.53%
$CIFR +17.82%
$NBIS +17.3%
$AAOI +15.6%
$LPK +14.48%
$AXTI +14.12%
$MU +12.54%
$SNDK +12.8%
$SOI +11.1%
$TSEM +10.39%
$LITE +9.25%
$INTC +8.22%
$AMD +8.11%
$MRVL +7.27%
[Source: https://x.com/aleabitoreddit/status/2079622706572804368]
It's slightly more nuanced. Basically, $AMD SF event is tomorrow, Wed/Thurs (July 22, 23).
From Jefferies client note, AMD is expected to provide additional disclosures around their likely scale-up CPO roadmap + MI500.
If they confirm CPO route, would positive thematically
[Source: https://x.com/aleabitoreddit/status/2079495178793201678]
Memory names from Kioxia finished up a whopping +17.18%. Samsung up +6.15%.
Optical networking from $SIVE, $LITE, and $AAOI are showing signs of recovery, all up 4%+.
Neoclouds from $NBIS to $IREN all up 4%+ premarket.
$INTC to $AMD to $MRVL all up 4%+.
Does the Cramer
[Source: https://x.com/aleabitoreddit/status/2079479755481776221]
[Source: https://x.com/aleabitoreddit/status/2079479755481776221]