AMDBullish000660SK hynixNeutralSK hynixSKHYSK hynixNeutralSK hynix

5d ago on

Lisa Su was in Seoul this week meeting with SK hynix and Samsung on HBM4 supply. $AMD is already ramping MI455X systems with HBM4, which carry 432 GB of memory per GPU. Su called the memory environment "very tight," said AMD is planning supply three to five years out, and told reporters in Taipei the company will "substantially increase" supply in 2027. Memory is the constraint on AI compute right now. The companies that secure allocation are the ones that book the revenue. AMD is up 524.98% since I first brought it to the OBA family's attention, and I think it's still got a ways to go. Buy the Best, Ignore the Rest.®

PLTRPalantirBullishPalantir

1w ago on

"Sovereignty is not something you rent." — Karpus Maximus $PLTR + Armada 💪 Armada builds shipping-container data centers for remote and hostile environments. Microsoft-backed, $200M+ raised, and they've already delivered one to the U.S. Navy. Governments and big companies want to run AI on hardware they own, inside their own walls. A new data center can take years to build. Armada can set one up anywhere there's power and have it running in months, even completely cut off from the internet. Palantir's software now runs on that hardware. The customer owns all of it, and it's built in the U.S. and allied nations. Buy the Best, Ignore the Rest.® $200 inbound 🚀

MUMicron TechnologyBullishMicron TechnologySPYSP500NeutralSP500

1w ago on

Micron reported its Q4 earnings and wow. The company beat on both the top and bottom line estimates: • Revenue came in at $54.23bn, up 379% YoY and ahead of the $51.07bn consensus. • Net profit came in at $37.7bn, up roughly 1,078% YoY from $3.2bn. • DRAM revenue came in at $39.8bn, up 343% YoY and 73% of total sales. • Q1 revenue guidance is about $61.5bn, well ahead of the $57bn consensus. And drum roll… data center revenue up 11X!!! 👏 A blockbuster report in every sense of the term. Now what? You know the answer to that… I hope. Meanwhile and right on cue, the obligatory head fake I cautioned about ahead of earnings. Hope you didn’t fall for it. And if you did, that you reconsider the proposition. $MU stock has returned ~15.8X over the past 3 years, and MyPOV is that it’s just getting started. The SPY, by comparison, has returned ~1.85X. Buy the best, ignore the rest® has never looked better! Well done everyone!

MUMicron TechnologyNeutralMicron Technology

1w ago on

A wonderful conversation earlier today with the super smart @RiggsReport - we spoke all things $MU, yields, AI and more! Enjoy 😃 https://t.co/dh8oewEtHA

AMDNeutral

1w ago on

$AMD just made a big bet on physical AI by agreeing to acquire Fei-Fei Li's World Labs for $8.2B in stock.💪 World Labs builds spatial intelligence models — AI that understands and reasons about the physical world. Interactive 3D environments. Simulation. Robotic learning. The layer that sits between pure language models and real-world machines. Fei-Fei Li, co-creator of ImageNet, joins $AMD as EVP and Chief Scientist. Reports directly to Lisa Su.🎯 AMD invested in World Labs in February. Part of its model already runs on Instinct GPUs. Once the deal closes, AMD will own the research behind the next generation of physical AI. Silicon. Systems. Models. Hooyah!💯