Heysup

Ex-BigLaw turned entrepreneur and investor focused on AI & crypto. columbia university. road to $1M so I can shitpost every day

[Heysup @Heysup07]

i’m just super excited with what’s coming up.

did you ever seen a cycle with US policy makers + smartest people like Elon so eager to push things forward? … until now.

it’s not a matter of if, but WHEN. only winners will know.

[Miilato @miiilato]

Ryan Gosling driving with Nightcall by Kavinsky for 4 hours is Peak Fiction

[Heysup @Heysup07]

@bubbleboi what are you doing there lol

[SemiAnalysis @SemiAnalysis_]

MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028. Below, we explain why Kyber has faced massive delays and why NVIDIA’s NVL72x2 back-to-back rack architecture was also cancelled, leaving Rubin Ultra with a limited scale-up domain. 👇️ 1/6🧵

[🧸ྀི @mcfc_NIW]

Most likeable person in Football

[zerohedge @zerohedge]

Morgan Stanley Explains Why The Fed Will Not Hike This Year https://t.co/ZAd0oLgU3Y

[The Touchline | 𝐓 @TouchlineX]

🚨🗣️ 𝗡𝗘𝗪: Erling Haaland: "I have peaked a few times during this tournament, but every time there is a new peak."

"If I receive one or two chances, they usually end up in a goal. I don't really know what I do, this is just the way I am. It's all about staying focused, and when the chance comes, I know exactly what to do."

[The_Real_Fly @The_Real_Fly]

JP MORGAN SAYS $META CAPEX NOT LIKELY TO SLOW *

[Balder @Balder13946731]

😳 目前1GW 算力的花费居然高达1000亿美元。如果按照他这么说的，各大公司的Capex将要上修约70%-100%

[Heysup @Heysup07]

@Balder13946731 這是用 Claude 調教的嗎？挺準的

[P Equity Research 📰 @pequityresearch]

Deutsche Bank: Charts to make you go WOW!

> NAND FLASH spot prices soared by over 670% into 2026, creating a broken memory market that is expected to send consumer electronics prices soaring.

> South Korea's exports are growing at their fastest year-over-year rate in 50 years.

> Mentions of "AI Disruptions" in global corporate earnings call transcripts have absolutely skyrocketed, reaching an all-time peak of nearly 800 mentions in H1 2026.

> The 5 large US hyperscalers are now spending more on CapEx than their combined operating cash flow.

> High token costs for frontier models (like OpenAI GPT-5.5 and Claude Fable 5) remain a massive hurdle for wide enterprise adoption. Consequently, token usage on OpenRouter shows cheaper Chinese models (26 trillion processed tokens) convincingly outpacing US models (20 trillion) in 2026.

> The US maintains unparalleled dominance in pioneering AI innovation, with private investment reaching $285 billion in 2025—more than 20 times the investment seen in China ($12.41 billion).

> Contrary to early-year theories, data shows no signs that AI is disinflationary. Instead, surging producer prices (PPI) for semiconductors and electronic components point to AI causing localized economic overheating.

> The combined fiscal deficits of the "Big Three" (US, China, Germany) are projected to stay higher every year out to 2031 than they were during the worst point of the 2008 Great Financial Crisis.

> Boosted by record peacetime fiscal deficits, US federal interest payments on government debt have officially overtaken national defense spending as a percentage of GDP.

[Thomas James Investing @Thomas_james_1]

Memory prices are about to increase by 50% next quarter.

And you just turned Bearish Memory?

Yikes.

$MU $DRAM $SNDK

[Heysup @Heysup07]

this

[The Oracle @CifrOracle]

$MU $DRAM Holy TRIPLE Shit. Shorts are Fucked.

HBM ASP goes from $1.26 in Q1 26 → $3.25 by Q4 27. That is nearly a TRIPLE. Non-HBM keeps climbing too. NO TOP IN SIGHT.

Holy Structural Shit!

[Evan @StockMKTNewz]

SK Hynix is going public on the Nasdaq 🇺🇸 this Friday

[Ayman.H @Aymanhamzi8]

Good read for the long weekend..

[ؘ @leslivias]

baby

[Heysup @Heysup07]

@bboczeng agree

[Heysup @Heysup07]

I love america

It’s my part of my root

I went to college and university there

I worked in US firms

almost half of my life I have connections with america

The america dream is still alive

[Barchart @Barchart]

Semiconductor Stocks are very, very expensive 🤯 👀 Probably Fine?

[Heysup @Heysup07]

@howlemont shit not again

[First Squawk @FirstSquawk]

Chinese AI chip start-up emerges from stealth, uses 3D stacking to sidestep U.S. controls.

[Macro_Lin ｜ 市场观察员 @LinQingV]

苹果能不能用CXMT的颗粒，对长鑫本身没那么重要。

反而是本周腾讯跟长鑫签了超200亿的多年期服务器DRAM供货长协，对于长鑫很重要。因为长鑫过去几年靠消费电子和中低端应用起量，服务器DRAM一直是三星、海力士、美光的地盘。腾讯这种体量的CSP愿意签多年长单锁产能，意味着长鑫从消费级供应商正式跨进了国内数据中心供应链。