The implications of $NVDA projecting 70% growth in FY2028 are massive
That would put $NVDA at around $730B in revenue and $420B in operating profit
At that level, $NVDA would be trading at just 12x 2028 EBIT
How crazy does that sound?

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DanielRomero

11 hours ago

$NVDA could announce $2 trillion in operating profit and the majority purchase of Mainland China, and the stock would dip 2% after hours

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DanielRomero

11 hours ago

@mikealfred is getting nervous
Look at the post he just deleted
The reason? He got called out by @matthew_sigel for conflicts of interest
He probably won’t keep showing off the $2M ARR now
$IREN shouldn’t have a board member who runs a paid investor group
It’s simply absurd

IREN-6.22%

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DanielRomero

15 hours ago

One has to wonder:
If OpenAI says AI played a key role in designing Jalapeño, what is the new potential for other chip designers?
One would imagine that $NVDA or $AMD have the resources and talent to take this kind of AI co-design to the next level
I think we'll most likely see generation gaps shorten as far as chip design goes, but manufacturing will remain the bottleneck
Sadly, you can't solve hybrid bonding issues or poor yields as easily as you can design new architectures

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NVDA-1.42%

AMD0.36%

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DanielRomero

15 hours ago

YMTC already has a 14% market share
China is really growing fast, wowΩ

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DanielRomero

2 days ago

It’s crazy that OpenAI achieved these results with such an underdeveloped software stack
SemiAnalysis saw more than 2x throughput improvements at some operating points in under two weeks, and OpenAI enabled TP32 just eight days after earlier TP8 configurations
Jalapeño is already at:
· DeepSeek R1: 700+ tok/s/user
· GPT-OSS: ~1,400 tok/s/user
· Kimi K2.5: nearly 700 tok/s/user
And that’s without speculative decoding
Speculative decoding alone can potentially increase token generation speed by another 2–3x
OpenAI’s software stack is still in its infancy. They’re building it from zero
There’s so

DEEPSEEK4.91%

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DanielRomero

2 days ago

Samsung Foundry is getting a boost from Nvidia’s Groq 3 inference accelerator, manufactured on Samsung’s SF4X 4nm process
Groq 3 wafer input is estimated at 10,000 wafers per month, rising above 15,000 in 2027, implying at least 50% volume growth. Samsung’s 4nm yields have reportedly improved to above 80%, easing a major production constraint
Samsung’s 4nm capacity is already at full utilization, supported by Qualcomm, HBM base dies, and AI chips. Samsung also reportedly raised SF4 pricing by 5–15% in July, improving the economics of the node
Groq 3 LPX is now in full production, with Nebius a

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DanielRomero

2 days ago

$NVDA created the neocloud industry from 0 by leveraging the GPU shortage
It took massive confidence in its moat, but NVIDIA knew it had to take advantage of its quasi-monopoly
$NVDA managed to get GPU-starved hyperscalers to strike huge deals with these smaller companies
Hyperscalers are effectively funding their future competition, lowering barriers to entry by helping neoclouds reach massive scale
That’s also what makes NVIDIA’s strategy so impressive. It deliberately created this neocloud tier from zero
$NVDA could’ve sold almost all of its capacity directly to hyperscalers and called it a

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DanielRomero

2026-08-24

$NVDA IN TALKS TO INVEST IN PERPLEXITY AT $30B+ VALUATION
According to The Information, Nvidia is reportedly in talks to invest in Perplexity as part of a funding round that would value the AI startup at more than $30 billion, up more than 50% from its $20 billion valuation last year
Perplexity’s annualized revenue has surged to more than $750 million, from less than $250 million at the start of 2026, partly driven by Perplexity Computer, its cloud-based AI agent for automating professional tasks
Earlier this year, Perplexity also signed a $750 million agreement with Microsoft to use Azure and

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DanielRomero

2026-08-24

X had a period of enlightenment
For a few months, investors joined forces and dug into the semiconductor supply chain like never before
Granted, there was grift, sensationalism, and lies, but what cultural revolution didn’t leave a few bodies behind?

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DanielRomero

2026-08-23

$GOOG and $AMD are pushing toward specialized AI inference chips that reduce reliance on GPUs and HBM
Google’s Frozen v2, planned for 2028, reportedly delivers 6–10× higher token throughput than current TPUs by hardwiring frequently used Gemini inference functions into silicon
AMD is going further with Taalas, which embeds model weights directly into the chip, potentially eliminating much of the memory-transfer bottleneck and sharply reducing inference costs. The downside is that the hardware becomes tied to a specific model
AI inference could shift from general-purpose GPUs toward a mix of GP

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DanielRomero

2026-08-23

DIGITIMES: A MARKET SHIFT IN AI SPENDING COULD BE IMMINENT, PAID CONVERSION STUCK AT 3%
DIGITIMES deputy director Jason Tsai noted at the "AI on Chips: Semiconductor Industry Trends Forum", that in the US market AI adoption is high, but conversion to paid users remains low at 3%, with average spending hovering at just $20 per user
Furthermore, as enterprises increasingly deploy AI to optimize products and services, token fees paid to cloud service providers (CSPs) have become a significant financial drain. If the value generated fails to offset these rising token costs, a market shift could be

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DanielRomero

2026-08-23

Social media has made us afraid of being wrong
In real life, you’ll talk, say some incorrect stuff, and learn from each other through conversation
That’s being human
On social media, if you’re wrong, even slightly, you get insulted and mocked
There’s no place for being human

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DanielRomero

2026-08-22

$AAOI is one of the clearest examples of "fake it until you make it"
Over the last year, AAOI has issued $1.4B worth of shares. Including the latest authorization, that figure would rise to $2B
A year ago its market cap was just $1.3B
That means AAOI has raised more through equity issuance in one year than the entire company was worth
How could they do it?
They gave analysts some insane growth targets that could only realistically be fulfilled if the market cap increased enough to make massive ATM financing possible
In summary, they bet that the market would buy into those targets, allowing th

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DanielRomero

2026-08-22

Samsung plans to return $65–80B to shareholders in 2026, equal to 5–7% of its market cap
$22B will be paid as dividends
That leaves ~$50B to be split between additional dividends and buybacks
If all of that went to buybacks, it would equal 4.2% of Samsung’s market cap

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DanielRomero

2026-08-21

DIGITIMES: Memory boom stays strong into 2027
DIGITIMES argues the memory upcycle is accelerating as AI infrastructure drives demand for DRAM, NAND and HBM, with supply remaining tight until meaningful new capacity starts arriving in 2027–2028
The biggest structural change is that memory demand is increasingly tied to AI accelerator architectures rather than PCs and smartphones. HBM4 adoption accelerates through 2026–27, followed by HBM4E, while Nvidia’s Vera platform moves toward removable SOCAMM2 LPDDR5X modules
Enterprise storage is also benefiting. PCIe Gen6 enterprise SSDs are entering pr

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DanielRomero

2026-08-21

NAND Prices are Skyrocketing
The power of Rubin and iPhone 18

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DanielRomero

2026-08-21

$SKHY Warns Memory Shortage Could Worsen in 2027
SK Group Chairman Tae-Won Chey says the memory shortage could peak in 2027 and persist through 2030 as AI demand continues to outpace supply
• Memory shortage could peak in 2027 and persist through 2030
• SK Hynix plans $72B in global expansion, targeting a doubling of capacity within five years
• New fabs will be tied to long-term customer orders to avoid overcapacity
• The company is evaluating additional sites, including Indiana
• HBM uses around 4x the wafer area of standard DRAM, while stacking yields remain constrained
• SK Hynix is explor

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SK Hynix2.48%

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