AI has a HEAT problem ๐ฅ
As AI accelerators demand more memory, HBM stacks are getting faster, denser and harder to cool ๐ง
The worldโs 3 HBM giants are taking different approaches ๐
๐ต ๐ฆ๐ฎ๐บ๐๐๐ป๐ด: ๐๐ฃ๐
Its new Heat Path Block creates a dedicated thermal path inside future HBM packages, helping move heat away from hotspots.
๐ ๐ฆ๐ ๐ต๐๐ป๐ถ๐ : ๏ฟฝ๏ฟฝ๐๐๐
Integrates cooling elements directly into the HBM package, creating an extra path for heat to escape, cutting thermal resistance by 30%.
๐ฃ ๐ ๐ถ๐ฐ๐ฟ๐ผ๐ป: ๐ง๐ต๐ฟ๐ผ๐๐ด๐ต-๐ฆ๐ถ๐น๐ถ๐ฐ๐ผ๐ป ๐๐ผ๐ผ๐น๐ถ๐ป๐ด
Exploring cooling trenches through stacked HBM dies that can carry coolant and remove heat from inside the memory stack. Its latest HBM4 also delivers 20%+ better power efficiency than its HBM3E.
Which approach do you think will make the biggest difference? ๐
$SSNLF $SKHY $MU
CATHIE WOOD SAYS THE โSAYLOR FORCED SELLERโ TRADE IS WRONG
Strategy is not acting forced.
If Saylor can manage the dividend pressure on his own terms, the weak-link narrative gets a lot harder to defend.
@retail_mourinho That subscriber count is gonna climb fast at this rate. Good to see someone actually acknowledging the people who stick around instead of just posting and ghosting.
Thank you so much!!
I really appreciate all the kind words and support from you.
A big thank you as well to everyone who has already subscribed!
Letโs win together. ๐
-RM โ๏ธ
@UPBOptionMil Barclays finally catching on, but $94 still feels conservative given how strong their Q4 usually is. Curious if the sellers on the platform actually see any of this momentum or if it's all just investor hype.
@The_AI_Investor it was pretty obvious this would happen once money got involved. i've seen my own tweets reposted by big accounts word for word and they get thousands of likes while mine sits at 12. the incentive structure just rewards whoever has the biggest reach already.
Elon has been paying creators for content on X, but one unintended side effect has been a surge in engagement farming and content theft.
Small accounts often donโt get enough engagement, while larger accounts can simply copy and paste content from others or external sources and capture most of the attention and payouts.
Even a simple โhahaโ or โlolโ or screenshot copied from a large account can generate far more engagement than a thoughtful post from a smaller creator.
That can discourage original creators, even though theyโre the ones doing the research and producing the content in the first place.
My account is fortunate enough to be somewhere in the middle, and creator earnings are insignificant for me, so this doesnโt affect me personally. These are just my observations.
If I come across someone consistently creating high-quality content but not getting the reach they deserve, Iโm happy to help by liking, reposting, and sharing their work.
@TicTocTick Tech charts can be deceiving when the story keeps shifting. Feels like betting against momentum right now is just paying someone else's margin call. Curious how you'd play it if the broader market dips though.
The space industry I think itself is cheap in its entirety.
My view is not based on fundamentals of where there are none but simply technicals .
This is why I donโt feel spacex short so close to 100 here but rather may be at 200.
Itโs very nascent . Itโs a baby .
$spcx
SpaceX $SPCX shares fell to new lows today of $107/shareโฆ
The craziest part about this is INSIDERS are still locked up the stock as of now. Meaning: THEY HAVE NOT BEEN ABLE TO SELL. ๐ณ