DanielRomero

The difference in price between ChatGPT and Claude is absurd
ChatGPT lets you get virtually all the tokens you want with the standard subscription, while for the same work in Claude, you need to spend thousands
I wonder why the difference is so big
Pricing power?
Not enough compute, so they would rather squeeze users?
Anyhow, it makes all the sense in the world that the average consumer would rather pick ChatGPT, which helps explain why it is so much more popular

$NVDA Jonathan Ross says that memory is the biggest AI bottleneck right now, but bottlenecks are not permanent.
“Every time a bottleneck gets big enough, people solve it.”
His warning is that memory can remain extremely valuable while it is constrained, but if it becomes too expensive or too scarce, it becomes the problem engineers are forced to attack.
If memory becomes too much of a bottleneck, the industry will start finding ways to reduce its dependence on it.
He said memory was “the most commoditized segment of the semiconductor supply chain,” but now it is one of the most important const

Groq’s Jonathan Ross has had an insane glow-up

Remember when some people said data center companies were glorified REITs?
I do.

Morgan Stanley Greater China Semiconductors Research published a new report on May 8, 2026.
-> $NVDA racks and servers are still the biggest capex driver, representing around 58–63% of total 1GW data center cost, excluding HBM and CPU.
-> For custom ASICs, racks and servers are much lower, around 39% of total cost. That is the clearest reason why hyperscalers keep pushing internal silicon.
-> Morgan Stanley estimates that a 1GW NVIDIA GPU data center costs:
Vera Rubin: ~$41B
GB300: ~$33B
B200: ~$24B
H100: ~$23B
Compared to custom ASICs:
TPUv7: ~$27B
Trainium3: ~$15B
-> Current-gen

Leopold lost his aura
That’s my honest opinion
Got Iran-pilled and loaded up on semi puts before one of the biggest rallies in history
Exited his huge $INTC call position at $44 before the $100+ rally
- > Sold $HUT before it went up 105%
- > Sold $COHR before it went up 52%
- > Sold $CIFR before it went up 49%
- > Sold $TSEM before it went up 41%
- > Sold $LITE before it went up 35%
- > Trimmed 40% of $BE before it went up 90%
- > Trimmed $CORZ before it went up 59%
- > Trimmed $SEI before it went up 40%
Exited calls and missed a ton of upside
Portfolio getting lower quality, in my opi

Samsung's worker strike has been declared illegal
Bad news for $MU and SK Hynix, good news for Samsung
Not the best for worker morale, though
A South Korean court issued a partial injunction blocking Samsung’s labor union from proceeding with an 18-day strike that was scheduled to begin on May 21
The union had demanded a bonus equivalent to 15% of Samsung’s annual operating profit, roughly $30 billion
According to KB Securities, if only 30–40% of union members had participated, the strike could have reduced global supply by:
-> 3–4% for DRAM
-> 2–3% for NAND
At a time when DRAM inventories a

Glass substrates supply chain still feels largely undiscovered
It is genuinely a possible future bottleneck, and while the flashiest stocks are already well known, you have to look further upstream to find the real opportunities

What’s your favorite AI/semi play under $10B MC that hasn’t already rocketed?

This person didn’t have the ex-RISC-V FDN and research scientist thing until like two weeks ago
Just a couple of years ago, he was doing crappy technical analysis on EV shitcos that went bankrupt (now deleted)
It’s completely made up

Just a warning
With the excuse of "bottlenecks", I’m starting to see terrible, near-bankruptcy companies with low floats being pumped
These posts still get 10k+ views, even from small accounts, just because "bottleneck", "nanocap", or "$30M market cap" is mentioned
Many of these pumps will end badly. AI is a supercycle, but it can also drag up shitcos based on how promising current tech developments are
Pick well, because only when the tide goes out do you discover who's been swimming naked

H200 hit $6.40/hr, up 29% overnight, and is now above B200
The GPU shortage is getting worse
Massive win for neoclouds that have already purchased GPUs
Source: Ornn

Memory prices are already destroying demand in retail
$MU
Now the question is, will they eventually cause demand destruction for AI too?
━━━━━━━━━━━━━━━━━━
A survey published by Tom’s Hardware on May 16 found that 60% of PC gamers have no plans to build a new PC in the next two years, citing the punishing cost of components as the main reason
The survey captured the mood of an enthusiast community watching 32GB DDR5 memory kits, once available for under $100, sell for $360 or more at U.S. retailers since early 2026
━━━━━━━━━━━━━━━━━━
The downstream effects are hitting hardware makers. Tom’s H

Problems at Samsung $SSNLF
The company is reportedly taking preemptive measures ahead of a major strike planned for May 21
━━━━━━━━━━━━━━━━━━
Samsung has started warm-down procedures since May 14, while also shifting its product mix toward higher-value memory, mainly HBM and advanced DRAM
Around 15,000 wafer storage pods were reportedly removed from logistics systems at Samsung’s DRAM lines in Pyeongtaek, showing that production flow is already being adjusted
━━━━━━━━━━━━━━━━━━
Major customers like Apple and HP have reportedly asked Samsung for clarity on the strike’s potential impact. HBM cus

$IONQ and $QNT are probably all you need to gain pure-play exposure to quantum computing
Too early for my taste, but these two give exposure to the leading trapped-ion systems, plus manufacturing