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Illiquid
Already priced in on Friday?
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Already priced in on Friday?
Key highlights on the $MU-PSMC fab deal.
- 300mm fab cleanroom of 300,000 square feet
- The transaction is anticipated to close by calendar Q2 2026
- Meaningful DRAM wafer output beginning in the second half of calendar 2027.
- Long-term relationship between Micron and PSMC for Micron’s post-wafer assembly processing and PSMC's legacy DRAM tweet
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Illiquid
Singapore has reserved land on Jurong Island for a 700MW low-carbon data center park, embedding its next wave of digital infrastructure inside one of the world’s most advanced energy and petrochemical ecosystems.
The island already houses power plants, industrial utilities, pipelines, and storage infrastructure. It is also the center of pilot programs for hydrogen, ammonia, and future fuels.
The opportunity aligns best with sovereign wealth funds, infrastructure funds, large-scale strategic developers, and hyperscalers who intend to build long-term AI footprints anchored by Singapore’s governance, legal certainty, and connectivity.
Johor and the Riau Islands are naturally becoming the volume nodes for training clusters, storage, and bulk compute. Singapore’s strict standards push lower-margin deployments outward, while retaining high-value, high-stakes compute inside its borders. It is positioning itself for high-value, latency-sensitive, and sovereign workloads.
TLDR of this note:
https://t.co/x3PfVEIREs
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Singapore has reserved land on Jurong Island for a 700MW low-carbon data center park, embedding its next wave of digital infrastructure inside one of the world’s most advanced energy and petrochemical ecosystems.
The island already houses power plants, industrial utilities, pipelines, and storage infrastructure. It is also the center of pilot programs for hydrogen, ammonia, and future fuels.
The opportunity aligns best with sovereign wealth funds, infrastructure funds, large-scale strategic developers, and hyperscalers who intend to build long-term AI footprints anchored by Singapore’s governance, legal certainty, and connectivity.
Johor and the Riau Islands are naturally becoming the volume nodes for training clusters, storage, and bulk compute. Singapore’s strict standards push lower-margin deployments outward, while retaining high-value, high-stakes compute inside its borders. It is positioning itself for high-value, latency-sensitive, and sovereign workloads.
TLDR of this note:
https://t.co/x3PfVEIREs
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memenodes
X paying $1M for the best article
unemployed me thinking about the topic to write https://t.co/tfejsV56PU
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X paying $1M for the best article
unemployed me thinking about the topic to write https://t.co/tfejsV56PU
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Illiquid
Sanrio $8136 ubiquitous from Christmas to Chinese New Year. Looks more popular from Pokémon. https://t.co/a1tmGrmtyh
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Sanrio $8136 ubiquitous from Christmas to Chinese New Year. Looks more popular from Pokémon. https://t.co/a1tmGrmtyh
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God of Prompt
RT @godofprompt: 🚨 Researchers just made LLMs talk to each other WITHOUT generating a single word.
Cache-to-Cache (C2C) lets AI models talk directly through their KV-Caches, bypassing text entirely.
8.5-10.5% accuracy boost. 2× faster. Zero token waste.
Here's the breakthrough (and why this changes everything): 👇
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RT @godofprompt: 🚨 Researchers just made LLMs talk to each other WITHOUT generating a single word.
Cache-to-Cache (C2C) lets AI models talk directly through their KV-Caches, bypassing text entirely.
8.5-10.5% accuracy boost. 2× faster. Zero token waste.
Here's the breakthrough (and why this changes everything): 👇
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Dimitry Nakhla | Babylon Capital®
Sometimes, when management has an exceptional track record like they do at $TDG, all you have to do is listen
“For the 39 weeks ended June 28, 2025, $TDG repurchased ~401K shares at an average of $1,247”
Notably, as you can see below, $TDG bottomed near $1,250 https://t.co/QLFDaqkOo1
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Sometimes, when management has an exceptional track record like they do at $TDG, all you have to do is listen
“For the 39 weeks ended June 28, 2025, $TDG repurchased ~401K shares at an average of $1,247”
Notably, as you can see below, $TDG bottomed near $1,250 https://t.co/QLFDaqkOo1
“During the second quarter of fiscal 2025, TransDigm repurchased 42,669 shares of its common stock at an average price per share of $1,249.52 for a total amount of approximately $53 million.”
Why’s this relevant?
Management typically repurchases shares with a disciplined approach and focus on compounding shareholder value at roughly 20% annualized returns
$TDG trades near $1,250 tweet