$NVDA CEO Jensen Huang Rejects Memory Oversupply Fears Through 2029 Nvidia CEO Jensen Huang dismissed concerns about a potential memory glut by 2029, arguing that “you can always use more of it.” Huang expects HBM demand to remain strong “for years to come” and confirmed Nvidia will continue using large quantities of LPDDR memory Regarding potential cooperation with China's CXMT, Huang said “We're open-minded,” adding that “no country collectively is better at manufacturing than China.” He also argued that US export restrictions have accelerated China's domestic semiconductor development, while maintaining that American companies are ready to compete

$TSLA and $NVDA Invest $2.8B to Secure Samsung Electro-Mechanics ABF Capacity Nvidia will invest $2 billion and Tesla $830 million, supporting SEMCO's broader $3.2 billion expansion Construction is expected to finish by late 2027, with equipment installation and trials in H1 2028 and mass production starting in H2 2028 Tesla has secured a five-year supply agreement (2029–2033) for AI chips powering autonomous vehicles and Optimus robots, while Nvidia's capacity will support AI computing and data center networking

How is that even possible

Every time you doubt the AI supercycle, consider one simple thing: > AI is, at this moment, the dumbest it’ll ever be > The most expensive it’ll ever be > The slowest it’ll ever be > And it has the smallest context windows it’ll ever have Now reconsider

$TSM Plans New CoPoS Advanced Packaging Facility in Taiwan TSMC is reportedly planning a new CoPoS advanced packaging facility at its 104.65-hectare Longtan site in Taiwan, expanding beyond its existing AP7 and AP8 projects to meet surging AI demand TSMC is also outsourcing interposer production to Vanguard and $GFS, including a $2 billion, five-year agreement with the latter, while ASE, SPIL, and Powertech expand alternative advanced packaging capacity

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