Derek Centineo

Views are my own.

[Gonçalo Canhoto 🇵🇹 @goncalo_canhoto]

What the actual fuck, elon cooked

[Ben Bajarin @BenBajarin]

Please get more compute. $AMD

[Zephyr @zephyr_z9]

🫡🫡🫡🫡

[Shanu Mathew @ShanuMathew93]

Virginia Lawmakers Approve First-of-Its-Kind Data Center Power Tax: Governor Spanberger signed Virginia's biennial budget on June 30, establishing a $0.011/kWh consumption tax on all data center electricity (incl. behind-the-meter generation) effective July 1, 2026. Estimated to raise ~$600M annually over a two-year sunset period (expires July 2028). Collections exceeding $600M in any fiscal year are refunded pro rata to operators.

[Spencer Pratt @spencerpratt]

It's OK to love America.

[Derek Centineo @CentineoDerek]

@ContrarianCurse Congrats man.

[Asymmetric Bets @UncleAlpha007]

SK HYNIX $000660 catching no breaks ahead of the July 10, 2026 U.S. ADR still 5X 2027 EPS

FUD:
1. $AAPL CXMT deal?
2. Big memory players being sued to colluding on pricing
3. Etched going viral

[Dan Nystedt @dnystedt]

Great to hear this from a small chip designer. TSMC has gotten so big, you always wonder if it still offers the same level of customer service - no matter the size of the client - that made it great.

[Tom McClellan @McClellanOsc]

Currency traders are excited about the breakout above supposed resistance in the Dollar Index, and the small "non-reportable" traders of US Dollar Index futures are now net long in a big way. This does not usually work out well for them.

[◢ @joemccann]

Dollar lower this summer

[Magic Carpet 🇺🇸 @kelp_feeder]

Compute hardware commoditizes fast; the leading edge always commands a premium.

Frontier models are the same. As long as they outperform open weights, the highest-value work keeps paying for the edge. The floor commoditizes, not the frontier.

[Derek Centineo @CentineoDerek]

@DratchCap

[Jamin Ball @jaminball]

https://t.co/Pt8DDWnWw9

[OpenAI @OpenAI]

We’ve designed and built our first AI chip: Jalapeño.

Designed from the ground up by OpenAI and brought to production with @Broadcom, Jalapeño is purpose-built for the LLM workloads powering ChatGPT, Codex, the API, and future agentic products.

Chips are foundational to the AI economy. Building our own expands our full-stack platform from products to models to infrastructure, and will help us scale intelligence, serve more people, and expand access to AI.

[Aaron @Aaronwei3n]

$GOOGL ARM CPU and CPO?

[Brad Gerstner @altcap]

About time! 15 mins & $150 simple scan is best ROI in healthcare. Spot plaque. Avoid #1 killer. Yes more expensive angiogram even more accurate, but widespread Calcium CT as mammogram for heart would save 50k lives per yr. Heart attacks are a dumb way to die. ❤️❤️

[Zephyr @zephyr_z9]

LMAO
Rubin Ultra's HBM literally got downgraded to 12 Hi, and they are not even using HB yet
They won't use 16 Hi in 2027
Hybrid Bonding is very expensive for HBM rn (yields are abysmal)
The big near-term upside for BESI is that TSMC's COUPE & Tower use Hybrid Bonding for EIC + PIC integration for CPO

[Derek Centineo @CentineoDerek]

Great read on Delta Electronics.

$2308.TW

https://t.co/aQUTqHKbwt

[SemiAnalysis @SemiAnalysis_]

Stop Saying Half of 2026 US Datacenter Capacity Is Canceled:
Don't Believe The Vibecoded Estimates,
Go Through Every Individual Filing Instead

https://t.co/8oHj8Qo68M

[Zephyr @zephyr_z9]

Did u listen to us, anon??
Read the January semis memo
https://t.co/8DMWW8ovDw