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Liverpool
Joined March 2023
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Paul MarketSpecialist retweeted
@DivesTech says the AI boom is still early. Where do you stand?
40%Still early, I’m bullish
20%More upside fewer winners
0%Show me the payoff first
40%The bubble will pop
5 votes • 2 days Paul MarketSpecialist retweeted
NVIDIA and Germany’s Jülich Supercomputing Centre set a record by simulating a 50-qubit universal quantum computer on the JUPITER supercomputer, advancing research toward fault-tolerant quantum computing.
NVIDIA is also partnered with Infleqtion through its NVQLink platform, integrating neutral-atom quantum processors with GPU infrastructure for real-time quantum error correction and hybrid computing.
Paul MarketSpecialist retweeted
Pakistan's GDP growth slowed to 2.0% in the April-June quarter from 4.42% in Jan-March, missing the 3.5% forecast, as soaring energy prices and disrupted Qatari LNG supply via Hormuz hit its industry hard. #Pakistan #LNG #Hormuz #Energy
oilprice.com/Latest-Energy-N…
Paul MarketSpecialist retweeted
The same people that complain about the cost of living want the government to spend more printing money.
Until citizens understand that inflation is not rising prices but the demolition of the currency's purchasing power and that interventionist governments are the creators and main beneficiaries of inflation, they will always be tricked.
Less government, more affordability. The end.
Paul MarketSpecialist retweeted
Goldman Sachs raised global server TAM by 31% for 2027 and 45% for 2028E, driven by generative AI infrastructure.
AI server shipments are climbing sharply; NVL72 racks to 164k and 8-GPU systems to 3.3m by 2028, implying 38m AI chips with ~60% ASIC penetration.
CSP capex and foundry capacity are rising, fueling a clear AI hardware upcycle.
GS raise global servers TAM by 31% / 45% in 2027 / 28E across general servers
and AI servers to reflect the ongoing generative AI infrastructure investments and
specification upgrades:
(1) General servers: raised value by 17% / 11% in 2027 / 28E with both shipment and
ASP raised. GS expect general servers shipment to grow at 20% / 12% / 8% YoY in
2026-28E.
(2) AI servers (NVL72, powered by NV & AMD): shipment raised by 5% / 1% to 110k /
164k racks in 2027 / 28E.
(3) AI servers (8-GPU, powered by GPU & ASIC): shipment raised by 10% / 29% to
2.7m / 3.3m servers in 2027 / 28E. GS new AI servers shipment forecasts imply AI
chip demand of 18m / 29m / 38m in 2026-28E, or a ~60% / ~50% ASIC penetration
rate globally / global-tier in 2028E. GS continue to see a rise across CSP capex,
fabless shipment, and foundry capacity, driving an AI infrastructure upcycle.
Paul MarketSpecialist retweeted
India paid $15.4B for crude imports in September, up 46% from $10.5B a year ago, while volumes rose just 7%. Its crude basket averaged $116.09/bbl, above April's Hormuz-peak $114.48, and October is tracking higher. #OilPrice #India #Crude
oilprice.com/Latest-Energy-N…
Paul MarketSpecialist retweeted
Africa's gold belt, by output
Ghana mined 149.8 tonnes of gold in 2024 — more than any other African country. The West African belt follows: Guinea 73.0t, Mali 66.7t, Burkina Faso 60.8t and Côte d'Ivoire 52.0t.
Source: BGS World Mineral Production 2020–24 (2026), 2024 data. Cross-checked against USGS MCS 2026.
Paul MarketSpecialist retweeted
HSBC sees custom AI chips accounting for 57% of HBM demand by 2028 as $GOOGL, $AMZN and $META move more AI workloads onto their own silicon.
But this isn't necessarily bearish for $NVDA or $AMD because HBM market is projected to grow from ~$64B in 2026 to ~$280B in 2028 meaning GPU demand for HBM could still nearly triple even as custom chips take share.
That creates a much bigger opportunity for $AVGO and $MRVL in custom chip design while $MU and $SKHY supply memory and $TSM manufactures the chips behind both.
Paul MarketSpecialist retweeted
Mapped: Where China Out-Trades the U.S. and EU (2000 vs. 2025)
Visual Capitalist
substackfwd.xyz/?url=https%3…
Paul MarketSpecialist retweeted
Rystad Energy says global reliance on imported energy will peak by 2034 as security fears speed up electrification. In its Pragmatism scenario, importers' dependence falls from about 40% today to 26% by 2050. #Energy #Electrification #Oil #LNG
oilprice.com/Energy/Energy-G…
Paul MarketSpecialist retweeted
SILVER: Give it just a little more time... keep the trading powder dry.
CTA shorts will capitulate in Nov/Dec just like the longs did in Sept./Oct
Paul MarketSpecialist retweeted
ANTHROPIC INVESTORS LOWER IPO EXPECTATIONS
Anthropic investors are reportedly weighing an IPO valuation of around $1.5T, down 25% from earlier expectations of $2T, according to Reuters.
Q3 revenue rose 45% QoQ to $16.8B, slowing from more than 100% growth in Q2, disappointing some investors despite the company reporting adjusted profitability.
Paul MarketSpecialist retweeted
The India Macro Dashboard for Oct’26 is out.
We had been warning that rising WPI would eventually spill over into CPI. CPI has now come in at 5.54%, a 23-month high.
WPI remains elevated at 11.39%, which suggests the pain is not over and inflation could rise further.
The RBI has responded with a 25 bps hike to 5.5%, its first hike since February 2023. It remains to be seen how effective rate hikes are against a supply-side inflation shock.
Banking liquidity has been drained in line with this, falling from over Rs 11 trillion in early September to about Rs 4.9 trillion by month-end.
On the positive side, vehicle registrations grew 31.85% YoY, GST collections rose 14.7% YoY, and both Manufacturing PMI (55.1) and Services PMI (55.2) improved.
Demand is holding up, but inflation remains the key risk.
