Jukan
[Exclusive] Samsung receives temporary occupancy approval for $37 billion Taylor fab — Korea JoongAng Daily

Samsung Electronics has received temporary approval for partial sections of its semiconductor fab under construction in Taylor, Texas, ahead of its full completion. This is expected to accelerate the launch of the fab, which involves a $37 billion (approximately 54.2 trillion won) investment, ahead of the original schedule.
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Dimitry Nakhla | Babylon Capital®
RT @RihardJarc: $AMZN AWS backlog $244B up 40% YoY and 22% quarter over quarter.
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The Few Bets That Matter
How many will look back on $IREN chart and call it an obvious double top in the future?

Looking at $NBIS right now 🤐 https://t.co/T8vNGskFbB
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Benjamin Hernandez😎
Public noise vs internal flow. While the crowd panics, our group is loading at the institutional footprint. You have the edge or you’re exit liquidity.

Get on the inside: 👉 https://t.co/71FIJIdBXe

Reply “EDGE” to see what institutions buy.
$ORCL $AMD $INTC $NVDA $TSM $TCNNF

📊 Professional Pick: $CISS
Entry: $2.28 | Target: $3.42

Technicals are flawless. $CISS just broke out of a multi-week base on record volume. RSI is rising but not yet overbought.

One-line why: The 50% gain today is just the "ignition phase." The target is the $3.42 resistance https://t.co/XkSQnEtkah - Benjamin Hernandez😎
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God of Prompt
RT @godofprompt: I've spent 2 years teaching 300,000+ people how to write better prompts.

And I'm about to tell you something that might sound crazy coming from me:
Prompting one AI model at a time isn't enough anymore.

Here's what I mean.

Right now you open ChatGPT or Claude, type a prompt, get a response, fix it, re-prompt, iterate, repeat. For every. Single. Task.

One model. One conversation. One task. That's the ceiling we've all been hitting.

What if instead of working with one model at a time, you could give a complex goal to a swarm of specialized AI agents that divide the work, cross-check each other, and execute it visually in front of you?

That's what @Spine_AI just built.

300+ models. One visual workspace. Agents that don't just suggest, they do the work.

Think Claude Code level power without the terminal. Built for strategists, analysts, researchers, ops managers. The people doing complex multi-step work every day.

You're not just prompting anymore. You're conducting an AI army.

I don't say this often, but if swarm intelligence works the way their roadmap shows, this changes how we interact with AI entirely.

The Spine Swarm waitlist is open. Spots are limited.

Secure yours before it fills up.

Link in the comments.

#SpineAI #AIAgents
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Jukan
A senior Samsung Electronics official said in an interview with the Korean media, “From the perspective of memory makers as well, it is not desirable in the long run for the surge in memory prices to become excessively severe and for supply shortages to persist for an extended period.” The official added, “If we look at it from the standpoint of the electronics and IT industry evolving into an ecosystem where growth demand continues to emerge steadily while maintaining the current level of technological advancement, then whether one calls it a bubble or an abnormal signal, there needs to be an opportunity to moderate the pace.”
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Michael Fritzell (Asian Century Stocks)
RT @AmsterdamStocks: The most one-sided risk/reward in Japan right now?

Densan $3640.T

I see a structural metamorphosis. With a 359% YoY profit surge and trading at just ~1.8x NTM EV/EBIT, you are buying the Japanese municipal cloud infrastructure https://t.co/vUbsTtR9yG
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Moon Dev
you missed clawbot

we had a crazy clawbot zoom today

if you missed it you can still get the full replay

join tomorrows private zoom and get the replay plus the free api key and quant app

join here https://t.co/JbJdIbW2p9

moon
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God of Prompt
RT @alex_prompter: OpenClaw broke the internet

But you DON'T need to setup any servers to use it

Here's the easiest way to run OpenClaw on a website

No Mac Minis required https://t.co/6xspOtHaxT
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Brady Long
We’re so cooked https://t.co/r0MWtHj5FF
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Illiquid
This explains why we've been getting questions about $ats

We put out a Core Research article ~6 weeks ago highlighting the logic behind the imminent ABF bottleneck, while calling out AT&S $ATS and some of the other key beneficiaries.

Those who listened then would be up +66% by now. https://t.co/8MD0qRfVgE - SemiAnalysis
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Jukan
Hot take: By late this year, when Rubin rolls out, memory makers might actually generate more revenue from SSDs than from DRAM. SSDs probably won’t become more important than DRAM, but I think SSD supply could end up tighter than DRAM supply.
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