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Illiquid
https://t.co/ZXvwFQhPuX
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https://t.co/ZXvwFQhPuX
$ACMR to sell 4,801,648 shares of its ACMS shares (1.34% of their stake) so about $100m give or take.
What really excites me here is what this means when you dig into it.
Management informed J.P. Morgan that they would only sell 1-2% of their ACMS stake to fund non-China manufacturing capacity. (from JPM 26 Aug 2025 report)
This will likely be used for USA expansion. It is also important to note that their Oregon facility is 7 (SEVEN) minutes away from Intel's Ronler Acres (their primary R&D and logic fab site). Which ACMR management said is strategically built close to key customers... tweet
Illiquid
Think we have an idea levered to Lam Research ramp in Malaysia.
$lrcx: We've been talking for a while, I think, about CapEx growing as a result of expanding manufacturing capability. Tim specifically talked about it doubling over the last 4, 5 years. We're ramping globally. And you're right, that Malaysia location is our biggest location as we sit here today...
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Think we have an idea levered to Lam Research ramp in Malaysia.
$lrcx: We've been talking for a while, I think, about CapEx growing as a result of expanding manufacturing capability. Tim specifically talked about it doubling over the last 4, 5 years. We're ramping globally. And you're right, that Malaysia location is our biggest location as we sit here today...
tweet
Illiquid
Think we have an idea levered to Lam Research ramp in Malaysia. Meeting management next Thursday.
$lrcx: We've been talking for a while, I think, about CapEx growing as a result of expanding manufacturing capability. Tim specifically talked about it doubling over the last 4, 5 years. We're ramping globally. And you're right, that Malaysia location is our biggest location as we sit here today...
tweet
Think we have an idea levered to Lam Research ramp in Malaysia. Meeting management next Thursday.
$lrcx: We've been talking for a while, I think, about CapEx growing as a result of expanding manufacturing capability. Tim specifically talked about it doubling over the last 4, 5 years. We're ramping globally. And you're right, that Malaysia location is our biggest location as we sit here today...
tweet
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Brady Long
Claude Pro just became the best $20/month I spend.
I use it for workflow automation, trend analysis, and document processing.
Here are 12 Claude prompts that replaced my $400/month research subscriptions: https://t.co/WfqUlDLwx6
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Claude Pro just became the best $20/month I spend.
I use it for workflow automation, trend analysis, and document processing.
Here are 12 Claude prompts that replaced my $400/month research subscriptions: https://t.co/WfqUlDLwx6
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Offshore
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God of Prompt
RT @godofprompt: Steal my prompt to turn any LLM into a context engineering expert
Embeds:
→ Anthropic’s official research
→ arXiv taxonomy (1400+ papers)
→ Chroma’s context rot data
→ Claude Code production patterns
Here’s the prompt 👇 https://t.co/S7bLZWSYRN
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RT @godofprompt: Steal my prompt to turn any LLM into a context engineering expert
Embeds:
→ Anthropic’s official research
→ arXiv taxonomy (1400+ papers)
→ Chroma’s context rot data
→ Claude Code production patterns
Here’s the prompt 👇 https://t.co/S7bLZWSYRN
tweet
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God of Prompt
🚨 Samsung just broke the Lottery Ticket Hypothesis
Everyone's been searching for ONE winning subnetwork in neural networks.
Turns out we should've been finding MULTIPLE specialized ones.
This changes everything about neural network pruning 👇 https://t.co/9CGWrD1P42
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🚨 Samsung just broke the Lottery Ticket Hypothesis
Everyone's been searching for ONE winning subnetwork in neural networks.
Turns out we should've been finding MULTIPLE specialized ones.
This changes everything about neural network pruning 👇 https://t.co/9CGWrD1P42
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