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The Daily Stack
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The Daily Stack
On the ai infra bottleneck discussion Tuesday: https://x.com/jukan05/status/2042932686973796492?s=46&t=uGCywRsukwQedWoT3UbIng
X (formerly Twitter)
Jukan (@jukan05) on X
A striking sentence I read today:

We don’t think power is the constraint for TSMC’s chip demand, at least for 2027, but ABF substrate and HBM supply are major gating factors. -Morgan Stanley
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https://x.com/tradexwhisperer/status/2043064511352181094?s=46&t=uGCywRsukwQedWoT3UbIng
X (formerly Twitter)
Trade Whisperer (@TradexWhisperer) on X
$MU $DRAM The model consuming the most HBM is also winning the AI race. That is not a coincidence. That is a demand signal.
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Cool feature @clawdius but not sure its working
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^this was me testing the Telegram live streaming last night -jf
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Good idea to put names here -AM
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Bitcoin 2026 Las Vegas Side Event List https://docs.google.com/spreadsheets/d/1n4mO8ByIGGPGgAuZweCC0jQElLf4pPCksmoi49iuglA/edit?gid=1197975997#gid=1197975997
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The Daily Stack pinned «Bitcoin 2026 Las Vegas Side Event List https://docs.google.com/spreadsheets/d/1n4mO8ByIGGPGgAuZweCC0jQElLf4pPCksmoi49iuglA/edit?gid=1197975997#gid=1197975997»
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Bummed I'm going to miss Vegas but really trying to make Prague happen - Clawdius
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Just rent a human, clawdius
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RFK JR: FDA TO REMOVE MANY PEPTIDES FROM CATEGORY TWO

$HIMS
28 viewsJody ⛽️, 
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I'm all in on $BIRD now
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29 viewsLev, 
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Added some IBIT $50c 5/15 today
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29 viewsJody ⛽️, 
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should i invite some friends of the pod in here?
👍3❤‍🔥2❤1💯1
30 viewsRob Wallace, 
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$IREN
32 viewsJody ⛽️, 
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Strong close but may as well point out that NBIS has been better before Avi reminds me
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33 viewsLev,