A 3-4% annual dividend could help memory stocks rerate by attracting dividend investors and trillions in equity-income strategies, if the big three start paying one. Micron, Samsung Electronics and SK hynix should generate enormous operating profits in 2027 despite slower growth than in 2026. The big three will buy back at least $300-400B in 2027, possibly more, though the amount depends on the split with special dividends. x.com
Tesla's ability to build new charging stations quickly gives its Robotaxi rollout a scaling advantage. Its Texas registered autonomous fleet is now 55 vehicles short of Waymo's, with 1,204 Teslas registered per @fsd_database; registrations do not show how many are giving rides. x.com x.com x.com
Fears after the FTX crash did not end crypto exchanges or stop Bitcoin's multiyear bull run. The Binance hack should bring a similar wave of crypto-market FUD over the next few weeks, including claims that Satoshi's holdings or ETF holdings could be stolen, but this time should be no different. x.com
Even an unverified EMIB-T yield report could weigh on Intel in a weak market after disappointing earnings, making heated debate over the issue a buying opportunity. A MediaTek pin error was only an initial suspicion, and would still need fixing. Intel's yield improvement remains impressive; the earnings report alone did not warrant such a large fall. x.com x.com x.com x.com
Better custody after Binance's hack could reduce theft and unlock institutional spot demand for fixed-supply Bitcoin. Proposed fixes: hardware-isolated multisig and withdrawal limits. With flat gold market cap and the historical ratio persisting, a last-point model sketches $1M in 2036, parity in 2038, $5M in 2045 and $10M in 2050; dates are unvalidated. Owning too little Bitcoin may be the next decade's costliest investment mistake, though adoption must continue and holders can sell. x.com … Show more
Personalized agent harnesses could sustain AI demand by replacing old software workflows with user-specific context and judgment. Agent tools are growing because users find them useful; the three biggest clouds report demand beyond capacity. Unfinished data centers still face financing risk, but leverage and midterm election fears better explain the selloff than fading demand. This is another AI buying opportunity. The cycle does not peak until robotics does, which could take five to ten years. … Show more
Whale buying while retail sells makes Ethereum's dip look bullish. Whale longs are 3.6 times their August level, and whales usually win. x.com
Stronger tanker rates are driving triple-digit year-over-year revenue growth at Okeanis Eco Tankers, and its stock shows no signs of stopping after a 217% year-to-date rise. x.com
SpaceX's newly specified GPU sites and schedules make the upper end of its year-end compute guidance more credible. Elon Musk says Gun Range is tracking for 220,000 GB300 GPUs for training by end-November and Spam for about 200,000 for inference in December, using less than half the fiber. He targets about 1.2 million Blackwell GPUs at Colossus II by year-end. His disclosures also point to 440,000 Vera Rubin GPUs coming online in another six months. The 2.5-3 GW guidance is unchanged. x.com … Show more
Growing spot ETF scale, hashrate and corporate holdings leave Bitcoin FAR stronger than when it first hit $77K in November 2024. Spot ETFs stand at $100B versus $55B then, hashrate at 1,000 versus 750 EH/s, and corporate BTC at 1.25 million versus 370,000; a U.S. Strategic Bitcoin Reserve now exists. The $643M of ETF selling yesterday and $202M in weekly net outflows are somewhat expected amid the Binance hack, tech-stock sell-off and oil rally, and are nothing to worry about. x.com x.com