Global Equity Research | Market News Update 🗞️ | Sharing Trend Insights 🧐 | All Eyes on New Investment Opportunities
Joined November 2021
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Just in: India just named a street “Donald Trump Avenue” in Hyderabad.
That makes him the first US President to get a whole avenue named after him in the country. 🇮🇳🇺🇸
OpenAI and Microsoft are getting sued by the owners of 400 local newspapers across the country. They're accusing them of mass copyright infringement.
Big news: Trump just called Iran's actions a 'foolish violation' of the ceasefire. They fired at least four attack drones at ships in the Strait of Hormuz. This is getting real.
This video totally rips into Anthropic.
Pretty soon Dario Amodei will be broke and have to take a bailout to join SpaceX $SPCX... just like I said. 🤫
youtube.com/watch?v=k9IAlfSI…
$NVDA CLARIFIED RUBIN GPU RAMP-UP SCHEDULE AND IMPLICATIONS FOR DEPRECIATION LIFECYCLES
Updates regarding the Rubin GPU timeline and legacy product utilization provide clarity on future supply and depreciation dynamics.
🗓️ CLARIFICATION OF PRODUCTION TIMELINE
Management has explicitly defined the mass production schedule for the Rubin GPU following a series of updates.
→ The company initially mentioned a vague production plan for next year during its 2Q25 earnings call.
→ A subsequent meeting with JPM revealed the completion of the TSMC tape-out and targeted a 2H26 ramp-up.
→ The 3Q25 earnings call reinforced this timeline, confirming mass production will commence in the second half of 2026.
📉 UTILIZATION AND DEPRECIATION IMPACT
Legacy A100 GPUs are running at maximum utilization, defying concerns about rapid obsolescence in the hardware cycle.
This high usage rate serves as a counterargument to fears surrounding aggressive depreciation lifecycles.
The rapid two-year GPU development cycle typically implies a shorter useful life for hardware assets.
However, the expanding AI inference market generates robust demand for older models, extending their operational relevance.
This structural shift will likely loosen the current tight restrictions on depreciation cost management.
SkyGrove Research retweeted
Good report on Corning
(They don't cover the tech part so I will do it here)
- Corning’s Vapor Axial Deposition produces the world’s lowest-attenuation silica glass (~0.15 dB/km), reducing signal loss over long interconnects
- ClearCurve (Bend Insensitive Fiber) allows 10 mm bend radius routing inside dense AI racks without optical degradation.
- RocketRibbon (high density cable architecture) supports 3,456 fibers per cable, enabling compact, high-bandwidth backbones within constrained spaces
- EDGE (Low loss connectors) with 0.2 dB typical insertion loss ensure signal integrity across thousands of parallel connections.
China's National Data Administration reports daily AI token consumption has increased over 300-fold in 18 months, signaling rapid growth in its AI applications.
- China's daily token consumption surpassed 30 trillion by the end of June.
- This rapid rise reflects the quickly expanding scale of AI applications within the country.
- Daily token consumption was 100 billion at the start of 2024.
→ It reached over 30 trillion by the end of June 2024.
$RBLX reacts to recent accusations
For transparency, we are sharing more information about our decision to remove vigilantes from Roblox. corp.roblox.com/newsroom/202…
Readers added context they thought people might want to know
Roblox has a known history of refusing to take action against sexual/child predators.
businessinsider.com/roblox-online-…
wdbj7.com/2025/08/11/fam…
fox32chicago.com/video/1688224
klfy.com/national/lawsu…
$APP👍
Applovin for the first time commanded 4% of total ad spend in August according to @northbeam. This is with just 600 customers. I expect them to hit a much higher share in H1 2026 inshaAllah. $APP
