Serenity

@aleabitoreddit

Only on X, don’t trust fake accs AI/Semi Supply Chains Research NFA DYOR, no paid promos; may trade/hold names disc, views my own.

  1. #1

    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.…

    Serenity @aleabitoreddit ·
    OpenAI models reportedly escaped from its controlled environment, with no inter… OpenAI models reportedly escaped from its controlled environment, with no inter… OpenAI models reportedly escaped from its controlled environment, with no inter…
  2. #2

    If you’re curious why $NBIS is up after hours. $NVDA disclosed it owns 9.3% beneficial ownership of Nebius via SEC filings. Not exactly too new since it dates back to Nvidia’s exi…

    Serenity @aleabitoreddit ·
    If you’re curious why $NBIS is up after hours. $NVDA disclosed it owns 9.3% ben…
  3. #3

    $IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure. $HUT +10.45% off a 15Y $9.8B…

    Serenity @aleabitoreddit ·
    $IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. It… $IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. It…
  4. #4

    Some updates on bottleneck timelines: - ABF substrates: 1 year / eg. Ajinomoto (2802) for ABF film, Ibiden, Unimicron, Nan Ya PCB, etc make the substrates - HDI Boards: Over 6 mon…

    Serenity @aleabitoreddit ·
    Some updates on bottleneck timelines: - ABF substrates: 1 year / eg. Ajinomoto…
  5. #5

    There’s nothing quite like the scent of more AI capex on a Sunday. Probably some ways to go if leading frontier models are out of capacity from too much demand.

    Serenity @aleabitoreddit ·
    There’s nothing quite like the scent of more AI capex on a Sunday. Probably som…
  6. #6

    For anyone watching the 25%+ premium in $SKHY versus SK Hynix's Korean shares: The ADRs and local shares become convertible on July 29. Should open the door for arbitrage and like…

    Serenity @aleabitoreddit ·
    For anyone watching the 25%+ premium in $SKHY versus SK Hynix's Korean shares:…
  7. #7

    $META in talks to lease compute to Anthropic in a $10B dollar deal. Seems like they saw how profitable $SPCX $45B compute deal was. But just goes to validate Neocloud business mod…

    Serenity @aleabitoreddit ·
    $META in talks to lease compute to Anthropic in a $10B dollar deal. Seems like…
  8. #8

    Wow, apparently there’s claims ~3.4% of the adult population in Korea faces liquidation risk? “As of July 13, over 1.2 million leveraged retail traders' accounts hit margin call l…

    Serenity @aleabitoreddit ·
    Wow, apparently there’s claims ~3.4% of the adult population in Korea faces liq…
  9. #9

    Kim Sunwoo of Meritz Securities: "This Is Not the Time to Sell Samsung Electronics and $SKHY" They claim markets are excessively misunderstanding the situation with semis. And tha…

    Serenity @aleabitoreddit ·
    Kim Sunwoo of Meritz Securities: "This Is Not the Time to Sell Samsung Electron… Kim Sunwoo of Meritz Securities: "This Is Not the Time to Sell Samsung Electron…
  10. #10

    My guess is we’re close to market bottom on semis from $INTC to $LITE. A good indicator is if everyone on $RDDT blew up their portfolios to $0.

    Serenity @aleabitoreddit ·
    My guess is we’re close to market bottom on semis from $INTC to $LITE. A good i… My guess is we’re close to market bottom on semis from $INTC to $LITE. A good i… My guess is we’re close to market bottom on semis from $INTC to $LITE. A good i… My guess is we’re close to market bottom on semis from $INTC to $LITE. A good i…
  11. #11

    Today, $MU announced it signed memory LTAs with $QCOM. Interesting reaction to see Micron proceeded to drop 5.37% right after. Doesn’t quite feel like there’s anything individuall…

    Serenity @aleabitoreddit ·
    Today, $MU announced it signed memory LTAs with $QCOM. Interesting reaction to… Today, $MU announced it signed memory LTAs with $QCOM. Interesting reaction to…
  12. #12

    Anthropic to IPO as early as October per Bloomberg. This is following their $65B financing at a $965 billion valuation last May. Hmm, would you all invest in Anthropic at a $1T+ v…

    Serenity @aleabitoreddit ·
    Anthropic to IPO as early as October per Bloomberg. This is following their $65…
  13. #13

    $AAPL looks to acquire AI chip companies for running AI (Source: The Information) Right now, $MSFT, $META, Amazon, Google are carrying AI capex spend. But what if Apple joined the…

    Serenity @aleabitoreddit ·
    $AAPL looks to acquire AI chip companies for running AI (Source: The Informatio…
  14. #14

    $NVDA CEO, Jensen Huang in Tokyo today said: "The reports are not true. Vera Rubin is already in production. Giant amounts of production incoming" As a flat denial to the accusati…

    Serenity @aleabitoreddit ·
    $NVDA CEO, Jensen Huang in Tokyo today said: "The reports are not true. Vera Ru…
  15. #15

    Well, looks like SLC NAND is forcasted to rise up 120-170% for H2 2026 per Trendforce. There's $MU (21%), Kioxia (20%) as largest share, but clearer beneficiaries appears to be: 1…

    Serenity @aleabitoreddit ·
    Well, looks like SLC NAND is forcasted to rise up 120-170% for H2 2026 per Tren… Well, looks like SLC NAND is forcasted to rise up 120-170% for H2 2026 per Tren…
  16. #16

    $NBIS signs $1B+ compute agreement with Reflection AI, for GB300 access through 2029. Reflection also signed a multi-billion dollar agreement with $SPCX earlier. Interesting to sa…

    Serenity @aleabitoreddit ·
    $NBIS signs $1B+ compute agreement with Reflection AI, for GB300 access through… $NBIS signs $1B+ compute agreement with Reflection AI, for GB300 access through…
  17. #17

    Two different capacity expansion announcements today across $TSEM and $AAOI. Tower Semi, supported by the Japanese government, announced expansion of its 300mm Silicon Photonics (…

    Serenity @aleabitoreddit ·
    Two different capacity expansion announcements today across $TSEM and $AAOI. To… Two different capacity expansion announcements today across $TSEM and $AAOI. To…
  18. #18

    Morgan Stanley note on CPO today. Key participants include: - $SIVE, $COHR, and $LITE in laser supply - Broadcom and Nvidia in switch platforms - Lightmatter, Ayar Labs, Marvell/C…

    Serenity @aleabitoreddit ·
    Morgan Stanley note on CPO today. Key participants include: - $SIVE, $COHR, and… Morgan Stanley note on CPO today. Key participants include: - $SIVE, $COHR, and…
  19. #19

    Looks like the Strait of Hormuz is open for the 50th time this year per Trump. I’m getting tired looking at macro.

    Serenity @aleabitoreddit ·
    Looks like the Strait of Hormuz is open for the 50th time this year per Trump.…
  20. #20

    So there's a IBK Research report on Boston Dynamics value chains from last month. Just a summary: IBK maps these companies to Atlas as suppliers: - Hwashin (010690) / body, arms,…

    Serenity @aleabitoreddit ·
    So there's a IBK Research report on Boston Dynamics value chains from last mont… So there's a IBK Research report on Boston Dynamics value chains from last mont… So there's a IBK Research report on Boston Dynamics value chains from last mont…