.@JensenHuang knows where the real value lies: physical AI and industrial AI.
Germany knows how to build, and now it’s bringing that expertise to industrial AI. 🇩🇪
Tonight in Berlin, @JensenHuang and Chancellor @_FriedrichMerz discussed combining German engineering with NVIDIA AI to advance manufacturing and automotive.
We’re also backing Germany’s builders, with new planned investments in Agile Robots SE, @aveliosmed, @MireloAI, and @reflexaerospace, spanning robotics, healthcare, creative tools, and space.
Meet the companies and catch up on today’s news from Berlin: blogs.nvidia.com/blog/german…
The Stranger retweeted
ASML is featured in The @NewYorker's deep dive into what it takes to make the world's most advanced chips. Behind them are years of shared engineering, expertise and trust across the ecosystem. No one does it alone.
Read more (subscription required): ⬇️ ms.spr.ly/6019avDAx
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One thing every tech investor should watch:
Bond yields.
When yields rise, future earnings become less valuable in today's dollars. That can pressure high-growth stocks, even when the underlying business hasn't changed.
Sometimes the biggest threat to an AI stock isn't its competitor.
It's the cost of capital.
Be greedy when others are fearful, especially if you own common stocks.
$MU
One thing every tech investor should watch:
Bond yields.
When yields rise, future earnings become less valuable in today's dollars. That can pressure high-growth stocks, even when the underlying business hasn't changed.
Sometimes the biggest threat to an AI stock isn't its competitor.
It's the cost of capital.
Be greedy when others are fearful, especially if you own common stocks.
$MU
🚨 Key catalysts for AI stocks this week:
🇳🇱 Wednesday — $ASML earnings, 7:00 AM CET
🇺🇸 Wednesday — US CPI, 8:30 AM ET
🇹🇼 Thursday — $TSMC earnings
I'll be watching guidance, margins, and the market reaction for clues on semiconductor demand and AI infrastructure spending.
The key isn't just the headline. It's what the numbers tell us about the AI trade.
The Stranger retweeted
🚨 Key catalysts for AI stocks this week:
🇳🇱 Wednesday — $ASML earnings, 7:00 AM CET
🇺🇸 Wednesday — US CPI, 8:30 AM ET
🇹🇼 Thursday — $TSMC earnings
I'll be watching guidance, margins, and the market reaction for clues on semiconductor demand and AI infrastructure spending.
The key isn't just the headline. It's what the numbers tell us about the AI trade.
🚨 Key catalysts for AI stocks this week:
🇳🇱 Wednesday — $ASML earnings, 7:00 AM CET
🇺🇸 Wednesday — US CPI, 8:30 AM ET
🇹🇼 Thursday — $TSMC earnings
I'll be watching guidance, margins, and the market reaction for clues on semiconductor demand and AI infrastructure spending.
The key isn't just the headline. It's what the numbers tell us about the AI trade.
The Stranger retweeted
Watching people freak out over CXMT's 4F² and claim that CXMT has caught up with Western memory technology is honestly laughable.
CXMT has hit the limits of DUV scaling. What it is trying to do is move from 6F² to 4F² at the relatively relaxed 13 to 14nm node so it can extend the life of DUV. It is not jumping straight to 4F² to leapfrog Western memory makers that use EUV. People have the cause and effect backwards.
Samsung and SK hynix are also not holding off on 4F² because they are stupid. If they wanted to mass produce 4F² right now, they actually could. The only reason they don't is that the yields aren't there.
I really can't make sense of this selloff sparked by CXMT. 🤡
I just canceled my @FT subscription and built my own app instead.
The entire AI trade took a hit over what appears to be a simple misunderstanding: gross revenue vs. net revenue.
A $20B “revenue shortfall” suddenly became the headline, triggering selling across AI stocks.
The lesson? Don’t panic when headlines hit. Take a step back, understand the numbers, and separate the facts from the noise.
$ORCL $MU
The entire AI trade took a hit over what appears to be a simple misunderstanding: gross revenue vs. net revenue.
A $20B “revenue shortfall” suddenly became the headline, triggering selling across AI stocks.
The lesson? Don’t panic when headlines hit. Take a step back, understand the numbers, and separate the facts from the noise.
$ORCL $MU
The Stranger retweeted
TPLF made huge mistake launching renewed conflict against Ethiopia's fed govt. But Fed troops taking Mekelle does't mean final victory. Both sides can stop now and talk to avert another horror overtaking Northern Ethiopia and maybe launching regional war.
aljazeera.com/news/2026/10/5…
Now that the government is in control of Mekelle, there is no need to repeat what happened in 2020/21. @AbiyAhmedAli needs to pursue a peaceful resolution now, while he is in control of the situation.
It is never too late, Ethiopia. Choose a peaceful resolution.
Civilians are dying in the process. Here is what mostly happens:
1. The rebels force civilians (farmers) to join their ranks - and they become casualties.
2. During the conflict, the so-called “freedom fighters” hide in civilian areas. When the ENDF tries to attack them with heavy weapons, civilians become casualties.
And the so-called diaspora is busy celebrating these “victories” with የእስክስታ ሙዚቃ። ቀሽም ሁላ።
#Ethiopia
And the coalition composed of useless ሽፍታs has? Wow, you are so wise. You and your generation are the reason for this whole mess. You need to get a life. #Ethiopia
What on earth were you talking about when you claimed he had Putin‑like qualities. Is Putin some kind of model for you?
Leaders are defined by what they accomplish, how they wield power, and the institutions and society they leave behind.
Here is a practical framework for measuring leaders
1-Vision and direction
2-Results
3-Integrity and accountability
4-Respect for institutions
5-Ability to unite and manage differences
6-Decision making
7-Crisis Management
8-Protection of rights and rule of law
If you see Putin and the man in 4‑kilo — your so‑called ideal — they have no vision, no direction, no integrity, and no respect for institutions. They trample rights and the rule of law, and they manufacture crisis after crisis
Those so-called freedom fighters (fano) are FORCING every farmer - I repeat, EVERY farmer in the countryside - to become cannon fodder.
@USEmbassyAddis @GerEmbAddis @UKinEthiopia @EUCouncil @UN @BBCBreaking @AJEnglish @Reuters