BankCard

Make Commerce Better, No DMs

[BankCard @BankCardTech]

@EricLDaugh A 1997 marriage certificate. A DOJ filing calling her Ilhan Nur Said Elmi. And her answer on whether she's related to Ahmed Elmi is still “not to my knowledge.” The documents are talking louder than her office. She must forfeit her seat — and face a full investigation.

[BankCard @BankCardTech]

Everyone’s cheering the $MXL beat. Nobody on the call asked the obvious question:

Why is QoQ growth slowing from 29% to 15% while 800G is booming AND 1.6T is being pulled forward?

Add negative FCF from wafer prepays. Bullish story, bumpy numbers.

[BankCard @BankCardTech]

Nvidia’s biggest AI rack today: 72 GPUs.

Google’s new TPU superpod: 9,600 chips.
Link 14 of them: 134,400 chips in one system.
Google isn’t trying to build a faster chip. It’s building cheaper AI at a scale nobody else can match.

[BankCard @BankCardTech]

Everyone will tweet $BE’s +138% revenue.

Fewer will mention:
⚠️ FCF was -$181M
⚠️ Capex tripled QoQ
⚠️ Inventory up 22%
But here’s the tell: customer deposits are 5x since January.
They’re burning cash to build capacity because demand is already waiting for it. The bull case is execution.

[BankCard @BankCardTech]

@GuntherEagleman Trump was right. Again. The New York Times “vetted” 15 fake midterm polls, published them as real, and only pulled them when the pollster admitted it was made up. “Far too easy” to fool them — because they wanted to be fooled.

[BankCard @BankCardTech]

@DHSgov Want work and a better life? Build it in your own country, or apply legally like millions did before you. Marching to the border isn't an application.

[BankCard @BankCardTech]

@elonmusk Exactly. You need an ID for everything in life except the one thing Democrats don't want secured: voting. Wonder why.

[BankCard @BankCardTech]

He took a sledgehammer to a statue honoring the Marines who raised the flag at Iwo Jima — hundreds of thousands in damage, caught in the act, held without bond. Good. Throw the book at him, max sentence, full restitution. And if he's here illegally, deport him when he's done serving it.

[BankCard @BankCardTech]

@nicksortor Amazing. Lecture Americans about “democracy” while allegedly running under a fake identity. Rules for thee, fraud for me.

[BankCard @BankCardTech]

Semis down 25% and the bears are doing victory laps.
Meanwhile small caps, financials, and industrials are quietly printing major lows.
Money isn't leaving this market. It's rotating. This is what bottoming looks like — topping doesn't.

[BankCard @BankCardTech]

$LRCX FQ1 in one tweet:

📈 Revenue +54% YoY (record)
💰 Operating margin crossed 40% for the first time
💵 ~40% free cash flow margin
📦 Advanced packaging growing ~70% this year
🧪 Aether outlook raised 67% to $2.5B
And the stock fell. Markets are weird.

[BankCard @BankCardTech]

@mrddmia Pray all you want. Voters are reading the policy platform.

[BankCard @BankCardTech]

@nicksortor Trump told Macron to close his borders the first time they met. Years of being mocked for saying it, and now France is under curfew and it's spreading across Europe. Being right early is lonely. Being ignored is expensive.

[BankCard @BankCardTech]

@GuntherEagleman 1,000+ cops and firefighters injured and Macron's in Kuwait. Leadership is showing up.

[BankCard @BankCardTech]

@EricLDaugh It's not your gender, Senator. It's your words. On tape.

[BankCard @BankCardTech]

@mattvanswol When citizens start guarding the stores, it means the police weren't there. Fix that first.

[BankCard @BankCardTech]

KLA is the 800-pound gorilla of chip inspection. But tiny Onto Innovation is growing its advanced packaging business 80% this year by catching defects in AI memory stacks — and just took share with a product that runs 3X faster. Sometimes the best trade isn't the gorilla, it's the specialist.

[BankCard @BankCardTech]

Everyone's watching Nvidia vs AMD. Meanwhile, both of their next chips depend on one thing: getting a giant multi-chip package built without a single defect. Whoever sells the inspection tools gets paid either way. Metrology is the quietest AI trade out there. 🔬

[BankCard @BankCardTech]

What good is a faster AI chip if the network can’t keep up?

$CLS has 10 active 1.6T networking programs, with growth expected to accelerate in 2027.

AI’s buildout reaches far beyond GPUs.

The connections between the chips deserve attention.

[BankCard @BankCardTech]

@SpeakerJohnson Imagine the outrage if a Republican prosecutor collected files on 639,000 Democratic donors. This was a dragnet aimed at ordinary Americans for their politics. Everyone who signed off on it should answer to Congress under oath.