Daniel Romero @HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers: https://t.co/poHmmwvC5M HyperTechInvest.com Spain Joined April 2024-
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The KOSPI is already down 38% from its peak If AI actually turns out to be a bubble and it pops, does Korea get wiped off the face of the Earth? Does Citadel own the entire country at that point or what?
$CBRS lockups still have a way to go I wonder how much selling we'll actually see. It'll be an interesting signal
We went from: > Anthropic could wipe out humanity > Astra is AGI > Software is worthless To: > AI isn’t even that useful > Anthropic’s growth is disappointing > OpenAI has zero moat In like a month. Crazy how the human mind works, huh?
@ShaneMa01033790 No…he’s a retard but Citrini follows him so people think he’s something
I think the groundwork is sort of laid here for a long $ARM / short $AMD pair: - Arm should start to show progress in server CPU at some core AMD customers next year at significantly lower ASPs than Venice - Arm ASIC + in-house CPU are not in numbers yet whereas AMD contends high
Bears always love trying to sound smart Even after missing a 20x
I’m starting to think memory might be the next huge bottleneck, and it’s dominated by 3 unknown companies: $MU $SKHY and Samsung. Why is nobody talking about this???
The neocloud takes I’m seeing are so funny Where were these people a month ago? Exaggerating every little fact for cheap clicks by clueless trend followers
No…oil isn’t closer to $150 because supply is recovering from the September lows This is pure FUD
Oil is above $100. The main reason it's not closer to $150 is all the oil being released from the Strategic Petroleum Reserve. That will stop after the midterms. When it becomes obvious that inflation will outpace Fed rate hikes, the dollar will fall, sending oil prices soaring.
@jbulltard1 Don’t be opportunistic…it’s oil prices that’s driving the market down. You could’ve said almost any AI stock
Yep, this explains a lot No relief until oil prices come down. As simple as that
$IREN bought $AMD chips, and they’re a sponsor at GTC Berlin Same with DigitalOcean Same with Crusoe Same with Vultr, which is more of an AMD cloud than an NVIDIA one Yeah, this is BS
SHOCKING: We have confirmed that multiple Neoclouds have been refused access to GTC Berlin due to them adding AMD GPUs, TPUs, and other chips to their cloud offerings Note that this doesn't apply to hyperscalers, as they have more buying power. But for neoclouds, executives feel
I’m a bit amazed sometimes I thought the whole thing was obviously just a spectacle Do people actually believe they’ll be able to buy and use this? The whole thing is so absurd
@InvestorVideos You’re something else x.com/investorvideos…
🚨 Michael Burry does not want you to read this: From CoreWeave $CRWV Q3 conference call tonight: "In Q3, we saw our first 10,000-plus H100 contract approaching expiration. Two quarters in advance, the customer proactively recontracted for the infrastructure at a price within
@Long311203 I'll certainly try say something when she's left alone
Oh man, now they're talking about training an AI This woman is getting 4D scammed
I have a Russian guru and his two Indian partners sitting across from me, talking to some poor woman about the soul and the afterlife Now they've switched to blockchain and tokenization stuff Oh man, someone is getting cult-scammed so bad
@SlayherVag51673 I'm listening, I'll be honest, I still don't know if she is clueless or if she wants to take part in the scam
“Either our estimates are way off, which means the sell-side estimates are also way off.” Oh man, he’s already covering his ass So he has zero edge? He’s just basing his buys on sell-side consensus? Why would anyone pay for that? If it’s consensus, it’s literally priced in
I have a Russian guru and his two Indian partners sitting across from me, talking to some poor woman about the soul and the afterlife Now they've switched to blockchain and tokenization stuff Oh man, someone is getting cult-scammed so bad
Samsung, SK Hynix Aim to Ease AI Memory Bottlenecks with zHBM, HBF At SEDEX 2026, both companies showcased next-generation memory technologies targeting AI performance and efficiency SK Hynix highlighted High-Bandwidth Flash (HBF), targeting 10× HBM's capacity at 50% of its bandwidth, with technical specifications expected by January 2027 Samsung unveiled zHBM, which stacks HBM directly above GPUs to shorten data paths and improve efficiency. It also showcased HBM4E with a 4nm base die, processing-in-memory technology, and next-generation zNAND-O for edge AI The focus is shifting beyond raw memory bandwidth toward greater capacity, 3D integration, and more efficient data movement
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