K-hee Park

[K-hee Park @KheePark59]

@Mimiiben1 4

[K-hee Park @KheePark59]

@Mimiiben1 65

[K-hee Park @KheePark59]

@Hulyaa90s 254

[K-hee Park @KheePark59]

@linadreaamy 95

[K-hee Park @KheePark59]

@melisizm0 24

[Chamath Palihapitiya @chamath]

What I Read This Week…

1) xAI Raises $20B and Invests $20B

On January 6th, xAI announced that their upsized Series E round finalized from the $15B target to $20B.

Approximately 600 million MAU are now reached across X and the Grok apps. Grok 5 is currently under training and a new investment of $20B to scale a data center in Southaven Mississippi was announced on January 8th.

“MACROHARDRR” is now xAI’s third data center and within proximity to their recently acquired powerplant which will increase xAI’s compute power to nearly 2 gigawatts.

Mississippi’s Development Authority has approved xAI for its Data Center Incentive, providing sales and use tax exemption. This massive buildout marks the largest private investment in the state’s history. It will create thousands of jobs and there is already proactive action being taken for noise mitigation and emission modeling to take care of the nearby community.

2) Micron's Massive $100B Megafab

Micron recently announced the largest semiconductor manufacturing facility in U.S. history. They will officially break ground on January 16th, for the megafab in Onondaga County, NY. This $100B project will generate 50,000 jobs, hold up to four semiconductor fabrication plants, and become the largest private investment in New York state’s history.

The company delivers a portfolio of high-performance DRAM, NAND, and NOR memory and storage products. Over 70% of Micron’s revenue is DRAM, which is where AI relevance shows up most clearly. Their high-bandwidth memory (HBM), is a specialized DRAM architecture stacked vertically and placed close to GPUs.

As AI workloads scale, memory acts as the data conduit that allows GPUs to process the trillions of parameters required for modern reasoning and generative models.

Due to the massive demand spike from AI, DRAM prices have skyrocketed 171% yoy. Additionally HBM demand has grown far faster than standard DRAM, and supply is constrained because HBM is harder to manufacture, has lower yields, and only few players can make it at scale (SK Hynix, Samsung, and Micron). This has led Micron’s stock price to move up over 225% from ~$99 in Jan 2025 to ~$325 today.

3) NVIDIA: Six New Chips, One AI Supercomputer

Jensen Huang officially kicked off CES 2026 by unveiling the Vera Rubin platform. Rubin consists of six new chips designed to operate as one tightly coupled system. This includes next-generation GPUs, CPUs, networking, and interconnect silicon, all engineered together. The result is an ability to deliver up to a 10x reduction in inference token cost and 4x reduction in the number of GPUs to train MoE models when compared to their Blackwell platform.

Rubin becomes the new hardware that is specifically optimized for reasoning models. The addition of Inference Context Memory (ICM) solves the cost of long-term memory and context, one of the biggest bottlenecks in AI today. The Vera Rubin platform is in full production as of Jan 2026, with cloud partners (Microsoft, CoreWeave, Nebius) deploying in H2 2026.

Jensen also shared the breakthrough moment in physical AI leveraging NVIDIA Cosmos, an open world foundation model that creates synthetic data, prediction, and reasoning for spatial 3D inputs. This leads to their announcement of Alpamayo, the world’s first thinking, reasoning, autonomous automotive model that is trained end to end from camera to actuation. The Mercedes-Benz CLA partnership exemplifies the 8 year development that NVIDIA has put into their DRIVE AV system.

[K-hee Park @KheePark59]

@musk_news13 C

[K-hee Park @KheePark59]

@Elonmuskrf1 @musk_news13 No. I like you.

[K-hee Park @KheePark59]

@musk_news13 Tesl

[K-hee Park @KheePark59]

@musk_news13 To be honest, since there is an extreme opposition, it would be better to focus on Tesla.

[K-hee Park @KheePark59]

올 한해 잘 마무리되고 모두 행복한 하루 되세요

[K-hee Park @KheePark59]

@elonmuskusaaaaa Just 2

[Mark Minervini Quotes @MinerviniQuote]

"If you are too early, you run the risk of the stock resuming its downtrend. If you're too late, you run the risk of buying a late-stage base that is obvious to everyone and prone to failure."

[Mark Minervini Quotes @MinerviniQuote]

"Stock prices move in virtually the same fashion today that they followed in the past."

[Mark Minervini Quotes @MinerviniQuote]

"Very often the leaders of the next bull market will emerge from the most unlikely areas but quickly reveal themselves through the application of price analysis techniques."

[Mark Minervini Quotes @MinerviniQuote]

"Charts enable us to see what's going on in a particular stock as buyers and seller come together in an auction marketplace. They distill the clash for emotional and logical decisions into a clear visual display."

[Mark Minervini @markminervini]

My "why" for getting rich and successful goes way beyond money and material possessions. And no one has to explain or justify their why to anyone. Contrary to what some believe, it's not a zero sum game... one can have nice things, live well and still give to charity and help others. The key is to have a strong why and a mission that's bigger than you.

[Mark Minervini Quotes @MinerviniQuote]

"During a market decline the news is always filled with market gurus predicting the end of the world. Shut off the TV, close out the media and start looking for the next wave of market leadership, which is certain to emerge eventually."

[K-hee Park @KheePark59]

@MinerviniQuote Thank you for sharing the great idea.