$META invested 100B+ in this shit

Everything that happened in the data center world today (Oct 28, 2026) SK hynix just printed an 80% operating margin and says its memory is effectively sold out through 2029. Korea ripped 6.6%. MEMORY - SK hynix Q3: revenue 104.6T won, its first quarter over 100T. Operating profit 83.3T won, up 632%, vs ~76.7T expected. Operating margin 80% (SK hynix, Reuters) - DRAM prices rose by a high-20s % q/q. Server DDR5 shipments +40%+. HBM4 should pass HBM3E in shipments and revenue in Q4 as M15X hits full capacity by year-end. HBM customers want 2x+ what it can supply (SK hynix call) - Long-term deals with 14 customers cover 50%+ of 2027-28 capacity, with deposits. It says DRAM and HBM through 2029 are "effectively sold out" and 2027 capex will rise significantly (SK hynix call) - Follow-up: ~100T won of 2026 shareholder returns: 30T+ in dividends, 60T+ in buybacks incl. the 40T done. Q3 dividend 14T won incl. a Kioxia special. Solidigm IPO review formally dropped (SK hynix, CNBC) - Seagate revenue +61% to $4.2B, data center +63% to $3.4B, next quarter guided to $4.8B. Shares still fell ~6% after hours (Seagate, CNBC) EARNINGS - Vertiv: sales +61% to $4.31B vs $3.75B expected, organic orders up 100%+. 2026 sales guide raised by $650M. Stock +16% premarket (Vertiv, CNBC) - GE Vernova: orders $29B, +96% organic. 112 gas turbine orders, 16.6GW. Backlog $197B, seen above $200B in Q4. About 20% of its gas customers are data centers (GE Vernova) - GE Vernova will buy grid parts maker Trench for $9B, closing late 2027 (GE Vernova) - Amphenol: sales +65% to a record $10.2B, orders $12.2B, citing "exceptional" IT datacom growth. Stock +7.5% premarket (Amphenol, Newsquawk) CHIPS AND CLOUD - OpenAI reportedly plans to buy Google's TPUs, not just rent them. No terms disclosed, OpenAI declined comment (The Information via Reuters) - Oracle will offer Google TPUs on OCI from 2027, the first cloud outside Google to do so. Oracle calls it multi-gigawatt (Oracle, DCD) - Oracle and Nvidia made Vera Rubin NVL72 and Vera CPUs generally available on OCI and plan multi-gigawatt superclusters (Data Centre Magazine) - General Compute raised a $100M Series A for an inference cloud on Cerebras, SambaNova and Positron chips, partly in old bitcoin mines. 75MW planned in 2027 (TechCrunch) POWER AND POLITICS - Baker Hughes booked ~1.1GW of gas turbines and generators for an unnamed US tech company's AI site, plus Chart dry coolers (Baker Hughes) - Follow-up: Hermantown canceled Tuesday's Google vote over early voting. It's now set for Friday, Oct 30 (Duluth News Tribune, Northern News Now) MARKETS - Tuesday: Nasdaq +1.18%, chip index +3.6%, AMD +5.5%, Broadcom +4% (AP, market data) - KOSPI +6.63% to 6,012, SK hynix +10.9%, Samsung +9.0%. Taiwan +2.04%, Gold Circuit limit-up. Nikkei +1.08%. Fed, Alphabet and Microsoft are later today (Yonhap, Focus Taiwan, Nikkei) What it all means: The memory bull case got its answer. An 80% margin, half of 2027-28 locked in with deposits, and KOSPI over 6,000. But I'd watch the other side: if OpenAI really buys TPUs and Oracle rents them out, Google starts to look like a real chip seller, which could be a slow leak for Nvidia. Power stays the cleanest trade to me. GE Vernova and Vertiv both show orders running well ahead of shipments, and Baker Hughes just booked another 1.1GW. Tonight Alphabet and Microsoft could swing all of it. $SKHY $SSNLF $MU $STX $VRT $GEV $APH $BKR $GOOGL $ORCL $NVDA $MSFT $TSM Follow @SingularityRes for the full data center roundup every morning.

Everything that happened in the data center world today (Oct 27, 2026) Wall Street lined up $63B to lease Broadcom chips to Anthropic, Nvidia is buying into Meta, and Asia bought the memory dip hard. FUNDING - BofA, Citi, Morgan Stanley and Blackstone will fund $63B through a new SPV that buys Broadcom XPUs and networking gear and leases them to Anthropic. Deliveries start in 2027. Broadcom gives residual value support equal to the first lien, reportedly ~$43.5B (Broadcom, Reuters) - Some banks reportedly weighed walking away. Hock Tan held weekend talks and agreed to higher rates to keep it alive (WSJ) - Follow-up: Meta upsized and priced its stock sale: $25B of common at $625 plus $12.5B of 6.5% convertible preferred. Nvidia will put in $3B, and Meta plans to expand Vera Rubin and Vera CPU use (Meta, Nvidia) - Naver signed a deal for Brookfield to put up to $9B into an SPV for GPUs and data centers. Naver rents the compute and pays fees tied to revenue (Naver filing, Korea Herald) - AirTrunk got an A$4.25B green loan from 32 lenders for its SYD3 campus in Western Sydney, done by mid-2028 (AirTrunk) MEMORY - Alibaba, Tencent and ByteDance reportedly want long-term server DRAM and LPDDR deals with Samsung and SK hynix, some for 10 years to 2035. 70-80% of next year's output is estimated already locked by US Big Tech (Maeil Business) - Follow-up: Micron's Taoyuan union talks ended with no deal. The next round is Nov 6 (Domino Theory, Liberty Times) - Amazon's devices unit now sees a $612M gross loss this year vs a $438M target as memory costs bite, per an internal document (Business Insider) CHIPS AND SUPPLY CHAIN - TSMC is reportedly weighing CoWoS price hikes of up to 20%. Tool lead times have stretched to 6-8 months from 3-6 (Commercial Times via TrendForce) - Applied Materials will raise its Besi stake to about 20%, citing hybrid bonding. Needs US antitrust clearance (Applied Materials) - Celestica's first 2027 guide: $40B revenue, up 90%. It says 2028 customer forecasts are "meaningfully higher." Stock up ~15% premarket (Celestica, CNBC) - Amkor's revenue of $1.99B missed estimates and it trimmed 2026 capex to ~$2.5B from $2.5-3B. Stock still up 3.5%+ premarket (CNBC) - Corning's optical sales rose 44% to $2.38B. Gen AI product sales more than doubled (Corning) - Johnson Controls orders rose 44%, backlog up 43% to $23B. Americas orders +58% on "sustained demand for data centers" (Johnson Controls) POWER AND POLITICS - Spain softened its data center rules: 60% renewable matching in peak hours until 2029, rising to 80% by 2032, vs 80% all day at once in the first draft (Bloomberg) - Hermantown, Minnesota postponed final votes on Google's ~500MW data center after two hours of protests (MPR News) MARKETS - Monday: Nasdaq +0.8%, chip ETF SOXX nearly +3% on the Anthropic filing. Micron +3%, Nvidia +2.4% (CNBC) - Tuesday: KOSPI +3.09%, SK hynix +5.18%, Samsung +4.23%, foreigners back to buying. Korea Q3 GDP +1.0% q/q vs the BOK's 0.3% forecast. Nikkei +1.7%, Advantest +9%. Taiwan reopened +0.1%, Nanya +6.5% (Yonhap, BOK, Kabutowire, Focus Taiwan) What it all means: In about two days, roughly $140B of fresh money for AI compute between Broadcom/Anthropic, Meta and SpaceX. But the WSJ detail matters: some banks reportedly weighed walking, and the chipmaker had to pay up and stand behind the loan. To me that's the real trade now, suppliers using their balance sheets to keep demand funded. Memory looks tight, with Chinese clouds chasing 10-year deals and Amazon's gadgets losing money on chip costs. SK hynix reports tomorrow. If it confirms pricing, I think the Korea rebound has legs. $AVGO $NVDA $MU $SKHY $SSNLF $TSM $AMAT $BESIY $CLS $GLW $AMKR $JCI $AMZN $SPCX Follow @SingularityRes for the full data center roundup every morning.

Kid's surname would be "Taylor's Edition"

Wall Street is not ready for next few years when these companies will borrow like crazy And by 2029, the US government will start supporting them

This guy was on the all-in podcast main stage

Everything that happened in the data center world today (Oct 26, 2026) The money week starts now. Anthropic filed to go public, Meta is selling $35B of stock, and SpaceX lined up $40B to lease GPUs. FUNDING - Follow-up: Anthropic's S-1 is public, Nasdaq ticker ANT. H1 revenue $16.29B vs $1.16B a year ago. H1 net loss $80.7B, mostly accounting charges. $9B on AI infrastructure in H1 vs $7.3B in all of 2025. Marketing could start the week of Nov 9 (Anthropic, CNBC, Yahoo Finance, Bloomberg) - Follow-up: Meta launched ~$35B of stock sales for AI: $22.5B of Class A plus $12.5B of mandatory convertible preferred, and plans a ~$60B at-the-market program once Class C shares trade. Nvidia, AMD and Broadcom indicated interest in up to $5B, non-binding (Meta) - SpaceX signed a binding commitment with an Apollo-managed entity for a ~$40B GPU finance lease, ~5-year terms, starting H1 2027 on delivery. Still has closing conditions. Musk says 200+ neoclouds face failures and consolidation as debt tightens (SpaceX filing, CNBC) - AI tenants now ask for $5M+ a day in late-delivery penalties, up from ~$1M this spring. Marsh built a new "delay-in-delivery" insurance policy for a gigawatt project (The Information) MEMORY - SK hynix says nothing is final on a reported 16T won (~$12B) special dividend from Kioxia gains, about 80% of ~20T won. New shareholder returns come with Wednesday's results (Dong-A Ilbo, SK hynix filing) - Nvidia's Vera Rubin page now lists 19.2 TB/s of HBM4 bandwidth per GPU vs 22 TB/s before, and 3 TB/s of NVLink vs 3.6. Implies ~9.3-9.6 Gbps per pin vs the 11.7 asked of suppliers. No reason given (Nvidia, Wccftech) - Follow-up: Samsung and SK hynix reportedly target Q2 2027 to ship 8-high HBM4 to Nvidia, as Rubin Ultra may mix 8-high stacks because 12-high has heat and yield problems. 8-high still needs its own qualification (ZDNet Korea) - BofA's Vivek Arya: memory stays tight in 2027 and 2028. Micron's customer deals now run 3-5 years, about 35% of sales, seen ~50% by 2030. Buy, $1,550 target. (TipRanks) POWER - EQT is buying Range Resources in an all-stock deal, >$50B enterprise value, >9 Bcfe/d of gas. Pitched at LNG, power and AI data center demand. Close Q1 2027 (EQT) - Follow-up: Trump told a Georgia rally to ask data center builders for "$10,000, $15,000, $20,000 for everybody that lives in the community." He also backs local approval power (Atlanta News First) BUILDS - Malaysia's PM says SoftBank's Son picked Kuching and peninsular sites for a planned $50B AI and data center investment. SoftBank hasn't commented (CNBC, Bloomberg) - Tata Communications will spend $400-450M over 3-5 years on a 10,000km fiber network linking India's AI data centers, Mumbai-Pune-Hyderabad-Chennai first (Tata Communications) MARKETS - KOSPI -1.46% to 5,469.47, a 7-month low. Foreigners sold ~700B won. Samsung -1.16%, SK hynix -0.16%. Nikkei -0.8%, Tokyo Electron and Advantest -3%+. Taiwan closed for a holiday (Korea Herald, Businesskorea, Yonhap Infomax) - Goldman cut its KOSPI target to 9,000 from 12,000 but stays overweight. Says memory valuations imply a ~65% drop in 2027 earnings (CNBC) What it all means: The AI build is now a capital markets story. In one day Anthropic opened its books, Meta started selling stock, and SpaceX lined up a $40B GPU lease. Musk says debt has mostly shut for builders with no revenue outside data centers, so the haves and have-nots split fast. Nvidia easing HBM4 speed and 8-high stacks coming tell me supply is still the limit, not demand. My read: Korea trades like memory earnings fall off a cliff, Goldman says valuations imply a ~65% earnings drop. If SK hynix posts big numbers and real cash returns Wednesday, that gap is the trade of the week. $NVDA $AMD $AVGO $MU $SKHY $SSNLF $EQT $RRC $GOOGL $AMZN $MSFT $CRWV $NBIS $SPCX Follow @SingularityRes for the full data center roundup every morning.

Everything that happened in the data center world today (Oct 25, 2026) Quiet weekend, loud setup. Nvidia is backstopping $36B of neocloud deals, most voters don't want a data center nearby, and the biggest spenders all report this week. FINANCING + NEOCLOUDS - Nvidia carries $36B of off-balance-sheet backstops for neoclouds, plus a guarantee of up to $105B for OpenAI's proposed 10GW Ohio site, per its July filing. It mostly pays only if a borrower defaults. Stock is -7.6% in October, three down weeks in a row (CNBC) BUILDS - Firebird got a US export license for 45,000 Nvidia Grace Blackwell GPUs for Kazakhstan. Phase one: ~$5B, up to 109MW, live Q3 2027. Phase two could take it to ~500MW. Announced during Huang's Astana visit (Firebird) - Oman: a Mubbadrah-led group plans a $3B, up to 400MW AI campus plus 400MW of solar with batteries. Crusoe has shown interest as tenant, nothing signed yet (Muscat Daily) - Krolmap plans a EUR1.5B, 225MW off-grid campus in Zaragoza, Spain, on renewables, batteries and cogeneration instead of a grid hookup. Planning stage only (DCD) - STTGDC will host up to 9,000 GPUs for Indian neocloud Neysa at Noida 2, live around Q1 2027 (DCD) BACKLASH - New CNBC survey: 63% of voters oppose an AI data center within 10 miles of home, 13% support. Among MAGA voters it's 40% against, 29% for. 52% want advanced AI paused until Congress regulates it (CNBC) PARTS - Follow-up: Samsung Electro-Mechanics MLCC lead times now run 61 weeks, vs 52 reported earlier this month. Shortages are spreading to auto and industrial parts, and buyers are locking in 2027 supply (DigiTimes) MEMORY - SK hynix reports Wednesday, Samsung Thursday. Combined Q3 operating profit is seen around 185T won (~$139B), with Samsung already guiding 107.4T. HBM4 supply for Vera Rubin is the key check (Yonhap) - Follow-up: KOSPI fell 2.08% on the week, KOSDAQ 5.42%. Both buybacks are done: Samsung's 15T won on Oct 6, SK hynix's 40T won Wednesday. NH sees 30T won+ of room for new SK hynix returns. Analysts call a new buyback the swing factor (Herald Business) - Follow-up: Bernstein says price hikes in new HBM contracts aren't fully in the export data yet, so they should show up in both makers' sales later (Metro Seoul) WEEK AHEAD - Alphabet and Microsoft report Wednesday, Amazon Thursday, plus Intel and Sandisk. Hyperscaler capex is expected around $800B this year. Fed decides Wednesday: futures price under 10% odds of a hike, ~80% for December (Reuters) - The Street wants revenue growth of ~25% at Alphabet, 16.8% at Microsoft, 20.5% at Intel. Caterpillar reports Thursday, BofA notes worries over "peak backlog, higher rates" and power gear risk (CNBC) - Vertiv and GE Vernova report Wednesday before the open. Consensus: Vertiv $1.82 EPS on $3.75B, GE Vernova $3.99 on $11.99B (MarketBeat) What it all means: Nothing broke this weekend, but the bill got clearer. Nvidia isn't just selling chips anymore, it's guaranteeing the buyers, right as neocloud stocks drop 30%+. And the public is turning: nearly two-thirds of voters don't want a data center nearby. Demand still looks fine. Kazakhstan, Oman, Spain and India keep announcing capacity, and MLCC lead times are past a year. My read: this week is the whole ballgame. If Alphabet, Microsoft and Amazon hold capex and SK hynix brings a fat buyback, October looks like positioning. Any trim and Nvidia's backstops become the story. $NVDA $CRWV $NBIS $IREN $GOOGL $MSFT $AMZN $INTC $SKHY $SSNLF $VRT $GEV $CAT Follow @SingularityRes for the full data center roundup every morning.

Latest monthly AI bills: 1) Claude $100 2) Grokbot $30 3) Muse $20 4) ChatGPT $20 5) Servers $10 5) Openrouter ~$5 Net spend $185 a month Is it worth it? 100%

Find someone who looks at you just like Jenson looks at Nebius CEO $NBIS

Everything that happened in the data center world today (Oct 24, 2026) TikTok wants gigawatts. Bloom beat and raised, then fell 11%. Buyers still want compute. Investors just won't pay for cash burn. FINANCING + NEOCLOUDS - Follow-up: Nvidia and Oracle default swaps hit records this week, ~126bp and ~343bp. Meta's topped 124bp, and it now flags ~$825B of future leases and contracts, $450B+ non-cancellable. CoreWeave's swaps passed 11% (CNBC) - Gartner predicts 80% of neoclouds will shut down or get absorbed by 2030. CoreWeave, Nebius and IREN are each down well over 30% in October (CNBC) - Short seller DF Research says Csquare's stock is worth $0, citing debt-heavy ABS funding and returns below its cost of capital. Shares fell 12%. Its 2025 capex was $545M vs $172M of operating cash (Yahoo Finance) - TikTok US is shopping for multiple gigawatts of compute. One source says ~4GW by the early 2030s. TikTok says Oracle stays its primary cloud (CNBC) BUILDS - Meta says phase one of its Ohio Prometheus campus is live with hundreds of thousands of GPUs and already trained Muse. Plan is ~1M GPUs at full scale, Vera Rubin "arriving soon" (DCD, Meta) - Umatilla, Oregon declared a state of emergency over the governor's data center permit pause, which runs to July 2027. It says $5B+ of local investment could slip (DCD) - SpaceXAI faces up to ~$6.1M in Mississippi penalties for starting work at three data center sites before stormwater permit coverage, per an SEC filing (DCD) POWER - Follow-up: Bloom closed -11.2% Friday as investors focused on -$181M of quarterly free cash flow, not the beat-and-raise (Motley Fool, CNBC) - Rystad sees fuel cell spend for data centers hitting ~$30B by 2030 from $2.8B in 2025. ~40% of planned 2030 US capacity could go on-site, as grid hookups take 3-6 years (Reuters) - Brent settled at $116.72, its highest since April, after Houthi attacks in Saudi Arabia. S&P energy stocks hit a record (Reuters) CHIPS - TrendForce sees server CPU shipments +31% in 2026 and 40%+ in 2027 as AI agents shift CPU-to-GPU ratios from 1:8 toward 1:2. Arm hits ~30% share in 2027, Intel supply stays tight (TrendForce) MEMORY - Bernstein estimates Samsung's Q3 HBM revenue at $8.7B, up 33%, passing SK hynix at $7.6B. Built from export data, not company numbers. Both report next week (East Asia Brief) - Follow-up: With Solidigm shelved, Hana expects SK hynix to unveil 30T won+ (~$21B) of extra shareholder returns with Q3 results Oct 28 (Seoul Economic Daily) PACKAGING + PARTS - Besi Q3 orders: EUR342.6M, +96%, vs ~EUR298M expected. Hybrid bonding orders this year already double 2025's. CEO says ASML isn't a hybrid bonding rival. Q4 sales guided flat (Reuters, Besi) - Mitsubishi Materials will lift output of thermistors for optical transceivers ~6x vs 2025, to ~12M a month by Nov 2027, citing AI data center traffic (Mitsubishi Materials, Nikkei) MARKETS - Friday: chip index +0.4% after Thursday's -6.7%. Micron +2.5%, AMD +1.7%, Intel +1.7%, Nvidia -0.6%. Nasdaq -0.2%, Dow -1.2% on oil. Alphabet fell 6% on the week ahead of earnings (Reuters, CNBC, Financial News) What it all means: Same story as yesterday, one notch louder. Demand isn't the problem. TikTok wants gigawatts, CPU and HBM forecasts keep rising, Besi's orders nearly doubled. The pain is in who pays: record default swaps, a $0 short call on Csquare, Bloom punished for burning cash. And $116 oil makes power and money pricier at the same time. My read: next week decides it. If Alphabet, Microsoft and Amazon hold capex and SK hynix brings a big buyback, Friday's bounce can stick. A capex trim and the funding squeeze spreads. $NVDA $ORCL $CRWV $NBIS $IREN $CSQR $BE $MU $AMD $INTC $SKHY $SSNLF $BESIY $GOOGL Follow @SingularityRes for the full data center roundup every morning.

Claude gets nerfed

The reason chamath has become anti bitcoin is AI and/or Quantum would be able to break bitcoin's cryptography The smart things about chamath is he changes his mind based on new information. Never married to an idea.

What are your best trading ideas based on the current stock prices?

Today I learned that Chinese LLM companies are rutherlessly scrapping my website using residential IP address I was happy that my website was gaining traction but turns out it was all a method to bypass cloudflares anti scrapping policies

People have been criticizing Dario and Anthropic for fear mongering and everything he has said is coming out to be true.

Everything that happened in the data center world today (Oct 23, 2026) Meta is setting up new shares it could sell to fund AI. SK hynix just shelved an IPO once pegged at up to $150B. The market is telling you who can still raise money. FINANCING + NEOCLOUDS - Meta will create non-voting Class C shares and said it could raise hundreds of billions over several years for AI, deals and pay, starting as soon as this fall. Stock fell ~7%, its default swaps hit a record ~115bp (Reuters) - SK hynix halted Solidigm's pre-IPO round and US IPO review, citing market conditions. Reports had valued it at up to $150B. Regulators had flagged it as a duplicate listing, SK hynix says that wasn't the direct reason (Yonhap) - Follow-up: CoreWeave fell 8.4% Thursday and is down 34%+ this month. Nebius, IREN and Applied Digital also dropped hard (Reuters) - Nebius will anchor NEOM's Oxagon campus with up to 50MW, half of the 100MW under construction, coming online in phases from Q4 2027. Framed as a framework deal with Humain and DataVolt (DCD, NEOM) POWER - Bloom: Q3 revenue $1.24B, up 138%. 2026 guide raised to $4.4-4.6B. Backlog growing faster than revenue, gear ready for Nebius's New Jersey site. Stock still fell ~5% after hours (Bloom call, CNBC) - INNIO got a 620MW follow-on gas engine order from an unnamed US mega-scale data center developer, 1.72GW total after 1.1GW in July (INNIO) - Schneider unveiled prefab power modules built on an Nvidia reference design, cutting power buildout to as little as six months (Seoul Economic Daily) BUILD SPEED - Vertiv and Nvidia say factory-built AI sites cut deployment from ~90 days to ~45. Polar is first, on a 41MW phase in Norway (Data Centre Magazine) CHIPS - Thursday rout: chip index -6.7%, Nasdaq -2.6%, its worst day since June 5. Follow-up: Lam -12% after its results. Intel -8%, with Susquehanna cutting its target to $105. Micron -6.3%, Nvidia -4.4% (Reuters, MarketBeat, Yonhap) - TSMC has asked tool suppliers about rare-earth-free motors to cut China risk. Early stage, no broad rollout. Unconfirmed by TSMC (Reuters) MEMORY + STORAGE - Western Digital: revenue $4.38B, up 55%. Next quarter guided $5.0-5.2B, up 66-72%, with 60-61% gross margin. Stock still fell ~6% after hours (WD, CNBC) - Follow-up: 1,633 Micron Taoyuan union members, nearly 70% of all members, rejected the pay offer. Friday's talks were pushed to Oct 27 by a typhoon. Union warns of more action (CNA, AFP) NETWORKING - Nokia: sales to AI and cloud customers +123%, orders +118%, EUR1.5B of new orders. Sees Optical and IP growing 25-30% in 2027, and will put an extra EUR400M into working capital to secure supply (Nokia) PARTS - ABF substrate lead times are about a year and shortages have spread to CPUs, per early-October TrendForce data (Commercial Times) MARKETS - KOSPI +0.3% after opening -2.36%. SK hynix +4.42% on the Solidigm news, Samsung +0.47%. Institutions bought, foreigners sold both (Yonhap) - Nikkei -0.34%, a 3-month low, after falling 1,400+ points intraday. Advantest pared losses, Tokyo Electron turned up. Traders also cited fears a Democratic sweep in the Nov 3 midterms brings tougher data center rules (Nikkei) - Taiwan closed today for the typhoon. TAIEX fell 1.81% Thursday, TSMC -1.45%, Delta -4% (Taiwan News) What it all means: Orders aren't the problem. WD, Bloom and Nokia all beat or raised and still sold off. What broke is the funding. Meta, one of the richest spenders out there, is getting ready to sell its own stock, SK hynix walked away from a hot IPO, CoreWeave keeps bleeding. When cash-rich giants dilute to keep building, the weaker names pay more or build less. I'd watch Alphabet, Microsoft and Amazon next week. A capex trim there and this stops being a funding story. $NVDA $LRCX $INTC $MU $WDC $BE $NOK $CRWV $NBIS $SKHY $SSNLF $TSM $VRT Follow @SingularityRes for the full data center roundup every morning.

Sell/short Adobe $ADBE immediately Unless they do something very different

Guys just do inverse of him and make a million

Spend two hours to figure out it is a nothing burger 1) Gold is a byproduct of their reaction process, focus is on other isotopes for medical purpose 2) Gold produced is radio activity and would require 17 years to be similar to normal gold