Who said anything about leverage?

10 years from now, you'll look at the stock chart of any decent AI company and think: Why was I stressing so much? All I had to do was keep buying

We're in the early innings of the biggest revolution in human history All this doubt surrounding AI will look so freaking dumb in just a few years We'll look back and think: How was I not buying at any price, on any day, with every dollar I had?

$NFLX is fundamentally broken as a business People's attention spans are fried And it's not even just a Western phenomenon. In developing countries, it's even worse People can't even sit through a movie or a single episode of a series in one go anymore Sad reality

Samsung Electro-Mechanics' MLCC Lead Times Reach 61 Weeks Semco is facing severe MLCC shortages, with lead times reaching 61 weeks, up from 39–49 weeks in September as AI servers require over 10 times more MLCCs than conventional servers With capacity utilization at 91%, Semco is gaining pricing power. AI server MLCC prices are forecast to rise 10–20% in Q4, while average selling prices increased 13.9% YoY in H1 Semco has signed $3.2 billion in major supply agreements since May, securing demand through 2027. Its new Philippine factory is expected to begin operations in H1 2027

Samsung Orders Final Equipment for Its First Texas 2nm Fab Samsung has reportedly ordered additional equipment to bring its first Taylor, Texas fab to 20,000 wafers per month by H2 2027, reaching its reported design capacity The facility is already qualifying equipment, with initial operations expected by the end of 2026. Tesla is its first confirmed customer, under a $16.5 billion AI chip manufacturing agreement Samsung also plans to begin construction of a second Taylor fab in November 2026, targeting 1.4nm production in 2030

$MU Taiwan strike ends, but labor dispute remains unresolved Micron’s Taoyuan union concluded its 24-hour warning strike on October 23, marking Taiwan’s first semiconductor industry strike Of the 1,637 union members who voted, 1,633 rejected Micron’s revised compensation proposal, representing 99% of voters and nearly 70% of total union membership While Micron’s Taichung union accepted the new profit-sharing and bonus structure, the Taoyuan union continues to demand better terms. Negotiations will resume on October 27, after being postponed due to a typhoon

$LITE down 10% just doesn't match what we've been seeing lately The market moves in strange ways Voting machine, weighing machine, whatever

Neoclouds getting crushed despite payback periods of less than a year? With B200 and B300 pricing at record highs? With hyperscalers reaffirming their capex plans? With AWS saying they're booked through 2028? $NBIS at $160 now Impressive.

Things are getting crazy in the stock market $IREN at $25 Woah.

$NBIS Secures $3.5 Billion Financing Facility With Citi The facility has a 364-day maturity, with an initial interest rate of SOFR + 2.75%, potentially increasing to SOFR + 3.50% One-year maturity Nebius is being really aggressive with its buildout Their payback expectations must be extremely strong.

Everything is relative to valuation at the end of the day

Memory stocks could fall to a 0.01 P/E, and people would still say, "It's not cheap, it's cyclical."

$NBIS in the center looking nice and pretty at $NVDA GTC

$AMD Argues CPUs and FPGAs Are Just as Critical as GPUs for Physical AI AMD argues that raw computing power is not enough for robotics and physical AI. Predictable latency, real-time responsiveness, and efficient data movement are more important AMD advocates distributed computing architectures that combine GPUs and NPUs for AI inference, FPGAs for real-time control, and CPUs for coordination

Good lord JPM with a massive revision on $SPCX I understand the bullishness, but $500 is a bit absurd It's quite obvious that these banks, which have profited so much from SpaceX's IPO, are pretty biased

$MU Close to Avoiding Strike in Taiwan Micron has reached an agreement with its Taichung labor union, potentially averting the October 22 strike Starting FY2027, employees will receive quarterly profit-sharing bonuses, with 50% paid in cash and 50% in stock. Union projections suggest annual compensation could increase 179–249% for certain employee levels, depending on profitability

Musk Targets $SPCX First SRAM Test Chip by May–June 2027, With Volume Production in H2 2028 "We're just figuring out chip fabrication. So but I'll give it I'll tell you what our internal expectations are. Which obviously I put big error bars in this, because we don't know if we will actually achieve this or not. But it's what we're aiming for internally, is to make our first sort of test chip functional in approximately May or June of next year. That's just a kind of a SRAM chip or something that basically tests the line. That's at the research fab in Austin. And we're aiming to our aspiration is to reach volume production around Q3 of '28. At Terafab, at Gibbons Creek the main Terafab location. Now, these are very aggressive dates. And we're very appreciative of ASML and all of our other suppliers in accelerating equipment deliveries in order to achieve this outcome. Let's just say that that outcome of achieving volume production is, at least in the set of possible outcomes for Q3 or Q4 of '28. So these are obviously like insanely fast time frames for chip production. We do have, I think, some significant potential breakthroughs in chip fabrication, but I don't think I should discuss that on an earnings call."

This is actually not that bad from Anthropic The improvement in profitability is quite insane. It may actually be worth $1+ trillion after all