Alidemi

[Cycle Investment Strategy @cycle_strategy]

We will see at least $150 oil in the coming 12 months, and it won’t cause major issues because it’s still cheap. Here’s your peep. Silver’s supply deficit mattered when it mattered. The new reality in the oil market will get priced in. Bring the consensus to the point where the biggest disruption in the oil market doesn’t matter anymore, kill positioning, then spike. Commodity investing is often just believing the napkin math and ignoring the talking heads.

[Alidemi @FatosOTR]

@FishAudio Fish

[Fish Audio @FishAudio]

Today we’ve raised $52M Seed and we are announcing the public launch of S2.1 Pro.

>It can clone a voice from 5 seconds of audio
>2x faster than Cartesia & 1/6th the cost of Eleven Labs
>most expressive model with word level control over emotion, intonation, pacing etc

We support frontier AI companies including HeyGen, LiveKit, Retell, Sanas, and OpenArt all run our model in production.

If you're a business and we can't cut your voice AI costs by 50%, we'll give you 1 year of Fish Audio for free.
Book a demo: https://t.co/vHkyZf9JoG

To celebrate our first birthday, we'll give you 1 month of S2.1 Pro for free. Like, retweet, and comment “Fish” to get it.

[Za @ZaStocks]

$CRWV

Notable shareholders:
OpenAI, Nvidia, Leopold Aschenbrenner

Notable customers:
OpenAI, Nvidia, Anthropic, Meta, Google, Microsoft, IBM, Perplexity

And Dell delivered the world’s first Nvidia Vera Rubin NVL72 rack to Coreweave this weekend.

Time to play some catch up.

[Kyle @zeroxkyle]

anon do you own nvda intc sndk 000660 mu 005930 docn lite cohr aaoi tsem asml smh cien aehr soi sive nok besi aixa awx q camt 8046 558 1815 5801 3110 4004 6777 3037 6834 6315 268a 285a 6515 2327 3167 7769 2383 4063

no?

WELCOME TO THE PERMANENT UNDERCLASS BUDDY

[PLUMSODA @plmsda]

PRADA x SANDISK

[David George @DavidGeorge83]

https://t.co/quEUSl9tYC

[Photon Capital @PhotonCap]

<The Silicon Photonics & CPO Testing Bottleneck in AI Infrastructure>
$NVDA x $LITE, $COHR --> Testing $FORM, $AEHR, $KEYS

As NVIDIA transitions to optical interconnects in its next-generation architecture to overcome bandwidth limits, securing Known Good Dies (KGD) for photonic components becomes critical.

The massive time and technical difficulty involved in nanometer-scale optical alignment and burn-in testing will inevitably trigger an explosive demand for specialized Wafer-Level Testing (WLT) and inspection equipment.

[Alidemi @FatosOTR]

@PhotonCap

[Alidemi @FatosOTR]

@BoringBiz_ The timelines are wrong for sure, but the long-term view of things has a strong possibility of being right.

[tempest @tempst0]

Bro blue owl is redemption halt maxxing and creditcels instantly caught a catastrophic cortisol spike. now the whole sector is liquiditygooning while getting MTM mogged and jestermaxxing for LPs

[𝗞lark @KnightClawk]

The masculine urge to launder money here

[Alidemi @FatosOTR]

@TradexWhisperer RAM is cyclical, you fucking idiot. Historically, it has a high P/E when the price is low and vice versa. Yes, this time ram is different but doesn't make it untrue

[Adam Khoo @adamkhootrader]

The software (SaaS) sector is facing an "Apocalypse". leaders like Salesforce ($CRM), ServiceNow ($NOW), Veeva ($VEEV), and Constellation Software ($CNSWF)are down 40% to 50% from their highs over fears "Agentic AI" will eat their lunch by automating the very tasks these platforms manage.

However, history suggests that markets repeatedly declare industries "dead," only to realize later that incumbent leaders are far more adaptive than expected.

Before selling in panic, remember times when the market predicted a "Kodak moment" and was wrong:

1) The "Death of Retail" (2015–2016):
Investors feared Amazon would make physical stores obsolete. Instead, leaders like Walmart and Target integrated the threat, using stores as "edge warehouses" for same-day pickup (BOPIS). Both eventually hit all-time highs.

2) The Cloud vs. On-Premises Crisis (2010–2012):Markets assumed legacy giants like Microsoft and Adobe were finished when AWS took off. They pivoted to SaaS models and captured the majority of the cloud's value, becoming the best-performing stocks of the decade.

Why Agentic AI is a Catalyst, Not a Killer for SaaS Leaders

The market currently overestimates the speed of
disruption and underestimates incumbent adaptation.

SaaS giants are already pivoting away from human seat licenses to Outcome-basedpricing.

Software Leaders are Adapting and Integrating Agentic AI into their Revenue Models

They are moving away from "per-seat" pricing to capture the value of automated "digital labor".

1. Salesforce ($CRM): Introduced Agentforce with a "Flex Credit" model. Instead of just seats, they charge roughly $0.10 per action. If an AI agent does 5x the work of a human, revenue can actually double per unit of work.

2. ServiceNow ($NOW): Using a "Pro Plus" SKU with a 30%+ premium to unlock "Now Assist". They are betting on "Agentic Fabric," where AI agents talk to each other across departments—a complex workflow startups can't easily replicate.

Bottom Line:
Markets systematically underestimate switching costs and regulatory friction. While the "Software Apocalypse" narrative is loud, the "SaaS Pivot" to AI agents may actually make these platforms more indispensable and more profitable.

[Nukes @TremendousNukes]

“Learn to code”

Learn to gamble, faggot

[Jukan @jukan05]

https://t.co/HqxebZors7

[Kevin Xu @kevinxu]

found a bug. if you retweet this on mobile, you can't undo it

try it

[Jukan @jukan05]

251124_Multi-year Demand Visibility Supports Structural Growth Outlook; Raise TP to W830k – CITI

[Key Takeaways]

(1) Multi-year demand visibility supports SK Hynix’s structural growth. TP raised from 770,000 won → 830,000 won.

(2) Despite extremely strong demand for server DRAM and eSSD for AI inference, the memory market’s supply shortage is expected to deepen as suppliers focus CAPA expansion almost entirely on HBM.

(3) Global DRAM/NAND ASP growth forecasts are raised from YoY +37%/+39% to +53%/+44%. As a result, SK Hynix’s 2026 OP is revised up by +12%.

⸻

[Contents]

(1) We expect that in 1H26, global commodity memory supply will fall short of total demand based on *FPO, and will be able to meet only about 60% of total demand.
*Firm Purchase Order

(2) The remaining 40% of customers will not receive supply, and we believe they will move to secure memory chips—paying higher premiums if necessary—to avoid supply disruptions.

(3) Moreover, since next year’s capacity additions are almost entirely focused on HBM, global DRAM ASP in 2026 is expected to increase YoY +53% [previous +37%], and NAND ASP to increase YoY +44% [previous +39%].

(4) As highlighted at Citi Korea Corporate Day, we believe SK Hynix’s demand visibility has expanded to as much as 2–3 years, compared to the 2017–18 memory upcycle.

(5) Even for commodity DRAM, major customers have already been allocated CAPA based on FPOs, and some customers have even communicated purchase intentions for 2028 volumes in advance.

(6) With server DRAM/HBM accounting for 80% as of end-3Q25, the volatility that used to arise from consumer-facing memory has also been significantly reduced.

(7) We believe the memory market has entered the early stage of a structural upcycle driven by the explosive increase in data/tokens generated by AI inference demand.

(8) Reflecting our DRAM/NAND outlook, we revise up SK Hynix’s OP forecast by +12%, and apply 3.3x to 2026(F) BVPS, raising our TP to 830,000 won.

[Alidemi @FatosOTR]

@Crypto_Chase After the dump today, it is at a support level, but the fact that it broke the EMA 50, which it regained in May of this year, suggests to me that the correction will likely continue. Macro also doesn't help.