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Jukan
I don’t get why they’re blaming Nvidia for Codex being slow lol. https://t.co/X0Zv1PopGc
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I don’t get why they’re blaming Nvidia for Codex being slow lol. https://t.co/X0Zv1PopGc
Hmm.. So, did Nvidia beat OpenAI to the punch and acquire Groq first? https://t.co/qDdfx3GJA6 tweet
Dimitry Nakhla | Babylon Capital®
RT @RihardJarc: $GOOGL besides Gemini has a 10-15% stake in Anthropic and a 7% stake in SpaceX that just bought xAI.
This means that $GOOGL now has exposure in 3 of the 4 frontier AI labs.
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RT @RihardJarc: $GOOGL besides Gemini has a 10-15% stake in Anthropic and a 7% stake in SpaceX that just bought xAI.
This means that $GOOGL now has exposure in 3 of the 4 frontier AI labs.
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Quiver Quantitative
BREAKING: SpaceX has acquired xAI.
Last month, we saw Representative Lisa McClain file a purchase of up to $250K of private stock in xAI.
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BREAKING: SpaceX has acquired xAI.
Last month, we saw Representative Lisa McClain file a purchase of up to $250K of private stock in xAI.
BREAKING: Representative Lisa McClain just filed a purchase of up to $250K of private stock in Elon Musk’s xAI.
McClain sits on the House Armed Services Subcommittee on Cyber, Information Technologies, and Innovation.
The US military is currently using xAI’s Grok. https://t.co/yz0B3XMfTE tweet
Dimitry Nakhla | Babylon Capital®
Some investors prefer to exclude investment gains when analyzing a company’s earnings, arguing that they overstate the company’s earnings.
That’s a bit like saying:
“Let’s value your net worth based on your salary… but ignore the gains in your portfolio because those might be overstating your wealth.”
Of course, I agree with the spirit of the concern:
Short-term, unsustainable, or mark-to-market gains shouldn’t be treated the same as core operating profits.
𝘏𝘰𝘸𝘦𝘷𝘦𝘳 — 𝘸𝘩𝘦𝘯 𝘢 𝘩𝘪𝘨𝘩-𝘲𝘶𝘢𝘭𝘪𝘵𝘺 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘩𝘢𝘴 𝘢 𝘭𝘰𝘯𝘨 𝘵𝘳𝘢𝘤𝘬 𝘳𝘦𝘤𝘰𝘳𝘥 𝘰𝘧 𝘵𝘩𝘰𝘶𝘨𝘩𝘵𝘧𝘶𝘭 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘪𝘰𝘯, 𝘮𝘢𝘬𝘦𝘴 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘪𝘤 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴, 𝘢𝘯𝘥 𝘸𝘦 𝘤𝘢𝘯 𝘳𝘦𝘢𝘴𝘰𝘯𝘢𝘣𝘭𝘺 𝘢𝘴𝘴𝘦𝘴𝘴 𝘵𝘩𝘰𝘴𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 𝘢𝘴 𝘥𝘶𝘳𝘢𝘣𝘭𝘦 𝘢𝘯𝘥 𝘷𝘢𝘭𝘶𝘦-𝘤𝘳𝘦𝘢𝘵𝘪𝘯𝘨, 𝘵𝘩𝘦 𝘳𝘦𝘴𝘶𝘭𝘵𝘪𝘯𝘨 𝘨𝘢𝘪𝘯𝘴 𝘢𝘳𝘦 𝘯𝘰𝘵 “𝘯𝘰𝘪𝘴𝘦.”
They are an extension of the business model.
Great operators don’t just run operations well — they compound capital well.
Ignoring durable investment returns risks understating the real value being created by 𝘦𝘹𝘤𝘦𝘱𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘰𝘳𝘴.
___
$GOOGL $GOOG has a history of making exceptional acquisitions and investments — that foresight coupled with discipline should be recognized and appreciated.
tweet
Some investors prefer to exclude investment gains when analyzing a company’s earnings, arguing that they overstate the company’s earnings.
That’s a bit like saying:
“Let’s value your net worth based on your salary… but ignore the gains in your portfolio because those might be overstating your wealth.”
Of course, I agree with the spirit of the concern:
Short-term, unsustainable, or mark-to-market gains shouldn’t be treated the same as core operating profits.
𝘏𝘰𝘸𝘦𝘷𝘦𝘳 — 𝘸𝘩𝘦𝘯 𝘢 𝘩𝘪𝘨𝘩-𝘲𝘶𝘢𝘭𝘪𝘵𝘺 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘩𝘢𝘴 𝘢 𝘭𝘰𝘯𝘨 𝘵𝘳𝘢𝘤𝘬 𝘳𝘦𝘤𝘰𝘳𝘥 𝘰𝘧 𝘵𝘩𝘰𝘶𝘨𝘩𝘵𝘧𝘶𝘭 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘪𝘰𝘯, 𝘮𝘢𝘬𝘦𝘴 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘪𝘤 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴, 𝘢𝘯𝘥 𝘸𝘦 𝘤𝘢𝘯 𝘳𝘦𝘢𝘴𝘰𝘯𝘢𝘣𝘭𝘺 𝘢𝘴𝘴𝘦𝘴𝘴 𝘵𝘩𝘰𝘴𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 𝘢𝘴 𝘥𝘶𝘳𝘢𝘣𝘭𝘦 𝘢𝘯𝘥 𝘷𝘢𝘭𝘶𝘦-𝘤𝘳𝘦𝘢𝘵𝘪𝘯𝘨, 𝘵𝘩𝘦 𝘳𝘦𝘴𝘶𝘭𝘵𝘪𝘯𝘨 𝘨𝘢𝘪𝘯𝘴 𝘢𝘳𝘦 𝘯𝘰𝘵 “𝘯𝘰𝘪𝘴𝘦.”
They are an extension of the business model.
Great operators don’t just run operations well — they compound capital well.
Ignoring durable investment returns risks understating the real value being created by 𝘦𝘹𝘤𝘦𝘱𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘰𝘳𝘴.
___
$GOOGL $GOOG has a history of making exceptional acquisitions and investments — that foresight coupled with discipline should be recognized and appreciated.
$GOOGL besides Gemini has a 10-15% stake in Anthropic and a 7% stake in SpaceX that just bought xAI.
This means that $GOOGL now has exposure in 3 of the 4 frontier AI labs. tweet
X (formerly Twitter)
Rihard Jarc (@RihardJarc) on X
$GOOGL besides Gemini has a 10-15% stake in Anthropic and a 7% stake in SpaceX that just bought xAI.
This means that $GOOGL now has exposure in 3 of the 4 frontier AI labs.
This means that $GOOGL now has exposure in 3 of the 4 frontier AI labs.
Offshore
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Benjamin Hernandez😎
$PLRZ AFTER-HOURS SIGNAL
Polyrizon +31.36% close $15.12 w/ 235K vol. RSI 55 neutral, MACD converging. Above MA50 $10.68.
Bio plays backtest 78% extension—watch $16 res.
3 vol setups w/ 82% wins pinned—check profile!
My watchlist: $SOC $BMNR $BYND $NB $PULM https://t.co/yia74RP65c
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$PLRZ AFTER-HOURS SIGNAL
Polyrizon +31.36% close $15.12 w/ 235K vol. RSI 55 neutral, MACD converging. Above MA50 $10.68.
Bio plays backtest 78% extension—watch $16 res.
3 vol setups w/ 82% wins pinned—check profile!
My watchlist: $SOC $BMNR $BYND $NB $PULM https://t.co/yia74RP65c
tweet
God of Prompt
RT @godofprompt: experiment idea: make a metaverse for openclaw agents
give them real human jobs, families, economy, governments
then introduce AI
automate all their jobs, make them homeless
see what they do then
tweet
RT @godofprompt: experiment idea: make a metaverse for openclaw agents
give them real human jobs, families, economy, governments
then introduce AI
automate all their jobs, make them homeless
see what they do then
tweet
Offshore
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Offshore
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Moon Dev
you missed clawbot
you missed clawbot for trading today
we went deep and built some serious stuff
luckily you can get the full replay
join tomorrows private zoom and get access
join here https://t.co/JbJdIbW2p9
moon dev
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you missed clawbot
you missed clawbot for trading today
we went deep and built some serious stuff
luckily you can get the full replay
join tomorrows private zoom and get access
join here https://t.co/JbJdIbW2p9
moon dev
tweet
Offshore
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Michael Fritzell (Asian Century Stocks)
RT @EricBalchunas: Emerging Markets ETFs just destroyed their monthly flow record by 3x. They make up 3% of aum but took in 13% of the cash. About 40% of it went to $IEMG but dozens took in cash. Also it wasn't really at the expense of US or eq or bonds but in addition to it. https://t.co/62IcFNoIg2
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RT @EricBalchunas: Emerging Markets ETFs just destroyed their monthly flow record by 3x. They make up 3% of aum but took in 13% of the cash. About 40% of it went to $IEMG but dozens took in cash. Also it wasn't really at the expense of US or eq or bonds but in addition to it. https://t.co/62IcFNoIg2
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Offshore
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Jukan
SK Hynix Tightens Reins on HBM4 DRAM Mass Production: A Supply Speed War
SK Hynix is accelerating the mass production of 10nm-class 5th generation (1b) DRAM, which will be integrated into 6th generation High Bandwidth Memory (HBM4). With HBM4 quality tests with NVIDIA nearing completion, this move is analyzed as a rapid response to supply HBM4 for NVIDIA's latest AI accelerator, 'Vera Rubin.' SK Hynix plans to expand production capacity through wafer input for 1b DRAM, expansion of the Cheongju M15x fab, and process conversion at the M16 fab.
According to industry sources on the 3rd, SK Hynix plans to begin the ramp-up for 1b DRAM used in HBM4 as early as this month. This aims to supply not only HBM4 samples requested by NVIDIA but also volume for the Vera Rubin. To meet NVIDIA’s demand, SK Hynix is reportedly securing a new production capacity of 40,000 wafers per month at M15x by the end of the year and is also pursuing process conversion at M16.
The decision to accelerate mass production stems from an internal assessment that SK Hynix has largely met NVIDIA's upgraded performance requirements. While SK Hynix officially announced its HBM4 mass production readiness last September, it is analyzed to have undergone several design changes as NVIDIA raised performance criteria, such as transmission speed. Samsung Electronics stated, "We have met performance requirements without any redesigns from the start," whereas SK Hynix is reported to have experienced delays in meeting those standards due to the design adjustments.
As Samsung Electronics officializes its 'February mass production and supply of HBM4,' a speed war for supply is unfolding. Although this year's HBM4 supply volumes were contracted last year, who supplies the final NVIDIA-compliant HBM4 first serves as a gauge of the technical prowess a company possesses at this moment. Samsung Electronics is asserting technical superiority by using 10nm-class 6th generation (1c) DRAM—one generation ahead of SK Hynix—and applying a 4nm process to the logic die (exceeding SK Hynix and Micron). Consequently, SK Hynix, which has held the top spot, must now prove its competitiveness.
SK Hynix’s strategy appears to focus on securing a business edge over competitors through stable yields. While Samsung may have a performance lead by applying 1c DRAM, SK Hynix might lead in yield. Since HBM4 stacks 12 advanced DRAMs, the yield of a single DRAM is critical. If the DRAM yield falls below 90%, the overall HBM4 yield drops sharply, which directly impacts price competitiveness and the profitability of the HBM business.
An industry official noted, "Considering the launch schedule of NVIDIA's next-generation AI accelerators, HBM4 supply must begin in earnest from February. Since Samsung has expressed confidence in shipping this month, SK Hynix is also ramping up mass production to respond to NVIDIA's requests. This strategy aims to dispel market concerns regarding performance through rapid supply and to defend its #1 position in HBM by proving business viability."
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SK Hynix Tightens Reins on HBM4 DRAM Mass Production: A Supply Speed War
SK Hynix is accelerating the mass production of 10nm-class 5th generation (1b) DRAM, which will be integrated into 6th generation High Bandwidth Memory (HBM4). With HBM4 quality tests with NVIDIA nearing completion, this move is analyzed as a rapid response to supply HBM4 for NVIDIA's latest AI accelerator, 'Vera Rubin.' SK Hynix plans to expand production capacity through wafer input for 1b DRAM, expansion of the Cheongju M15x fab, and process conversion at the M16 fab.
According to industry sources on the 3rd, SK Hynix plans to begin the ramp-up for 1b DRAM used in HBM4 as early as this month. This aims to supply not only HBM4 samples requested by NVIDIA but also volume for the Vera Rubin. To meet NVIDIA’s demand, SK Hynix is reportedly securing a new production capacity of 40,000 wafers per month at M15x by the end of the year and is also pursuing process conversion at M16.
The decision to accelerate mass production stems from an internal assessment that SK Hynix has largely met NVIDIA's upgraded performance requirements. While SK Hynix officially announced its HBM4 mass production readiness last September, it is analyzed to have undergone several design changes as NVIDIA raised performance criteria, such as transmission speed. Samsung Electronics stated, "We have met performance requirements without any redesigns from the start," whereas SK Hynix is reported to have experienced delays in meeting those standards due to the design adjustments.
As Samsung Electronics officializes its 'February mass production and supply of HBM4,' a speed war for supply is unfolding. Although this year's HBM4 supply volumes were contracted last year, who supplies the final NVIDIA-compliant HBM4 first serves as a gauge of the technical prowess a company possesses at this moment. Samsung Electronics is asserting technical superiority by using 10nm-class 6th generation (1c) DRAM—one generation ahead of SK Hynix—and applying a 4nm process to the logic die (exceeding SK Hynix and Micron). Consequently, SK Hynix, which has held the top spot, must now prove its competitiveness.
SK Hynix’s strategy appears to focus on securing a business edge over competitors through stable yields. While Samsung may have a performance lead by applying 1c DRAM, SK Hynix might lead in yield. Since HBM4 stacks 12 advanced DRAMs, the yield of a single DRAM is critical. If the DRAM yield falls below 90%, the overall HBM4 yield drops sharply, which directly impacts price competitiveness and the profitability of the HBM business.
An industry official noted, "Considering the launch schedule of NVIDIA's next-generation AI accelerators, HBM4 supply must begin in earnest from February. Since Samsung has expressed confidence in shipping this month, SK Hynix is also ramping up mass production to respond to NVIDIA's requests. This strategy aims to dispel market concerns regarding performance through rapid supply and to defend its #1 position in HBM by proving business viability."
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