Mzz1

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[Mzz1 @Man1zzsh]

@IvanaSpear Anything suggesting the use of laser waveguides on glass substrates?

[Mzz1 @Man1zzsh]

@KrisPatel99 2trillion deficits per year mean 150bn of new debt each month without adding rollover supply. Endowments can at best fill 6 months of supply and its one time , what happens after that ?

[Mzz1 @Man1zzsh]

@LukeGromen Q - why is it that basis trade hedge funds have not been mentioned by anyone at all, how are they doing , during liberation day a little movement caused ripples and this time with 3x bigger moves there has been no mention of any basis trade blowing up . What explain this ?

[Mzz1 @Man1zzsh]

@alojohhardcore Thought so , the numbers spaceX is throwing out are so fantastical, the approach seems to be to simply dazzle the audience by hyping up things to extraordinary levels , he is doing it knowingly.

[Mzz1 @Man1zzsh]

@alojohhardcore SpaceX does not have serious cash flow like Google or Meta , Anthropic and Google deals were window dressing the IPO (published numbers dont convey details)

[Mzz1 @Man1zzsh]

@alojohhardcore AJ, a general Q on SpaceX targets ,how much can SpaceX raise from the market to fund this ? Assuming 1Gw = 80bn , this 8-10Gw talk is not easy for anyone without serious cash flow. Is this another fantastical carrot ?

[Mzz1 @Man1zzsh]

@jiahanjimliu How does he get the money for 8GW buildout - 700-800bn ?

[Mzz1 @Man1zzsh]

@l_m_s15 So this 1GW is on top of 600mw already contracted and is under advanced discussion. Very positive.

[Mzz1 @Man1zzsh]

@l_m_s15 Out of 1GW under discussion they have only confirmed 675mw orders, so 300mw is potentially close to being finalized (hopefully)

[Mzz1 @Man1zzsh]

@l_m_s15 Reading this slide they have pipeline of 3GW - that would imply $3bn revenue possibly if all materialized ($1mn per 1Mw), and 1GW is ordered + under active negotiation ($1Bn). Looks promising.

[Mzz1 @Man1zzsh]

@l_m_s15 Will their new 750MW (online in late 2027) capacity be fully utilized in 2028 ?

[Mzz1 @Man1zzsh]

@EpsilonTheory Last year even small moves were causing the basis trade hedge funds to bleed and cause chaos (Bessent mentioned this around tarrif rollout) , but this time there is no mention of basis trade ?

[Donald J. Trump @realDonaldTrump]

"@FoxNews: @realDonaldTrump: “When you have $18-$19 trillion in debt, they need someone like me to straighten it out"

[Mzz1 @Man1zzsh]

@authoramish Have you not heard of double glazed windows and low emissivity coatings ?

Dehat is a mindset.

[Mzz1 @Man1zzsh]

@vikramskr @semidoped @bot If CPU demand is increasing, memory has to also increase

[Mzz1 @Man1zzsh]

@glocalinvestor Don’t fall for Elons bs

[SemiAnalysis @SemiAnalysis_]

Taiwan DRAM inventory levels peaked in March 2025 and have declined sequentially for the past seven months. This data provided us with an early indictor of incoming memory demand. Going forward, we continue to monitor these inventory trends as a quantitative indicator for when memory supply begins to converge with end-market demand. To learn, purchase and download samples to ChipBook: https://t.co/s4mx4ZoAfH

[Venkatesh @Venkydotdev]

for real 😂

[Alex Corrino @AlexCorrino]

With Micron earnings last week absolutely smoking all estimates and putting up truly insane numbers, the timeline is once again asking if this is the top of the memory cycle.

I sat down to do the work, and it seems we are in for a much longer shortage than the market believes.

A few key numbers:
1. Token demand is projected to 24x by 2030.
2. HBM supply is projected to double by 2030.
3. HBM demand is projected to 5x by 2030.

There’s a massive structural supply/demand imbalance in the market, and it’s actually growing not shrinking.

Link to read the full free report below.

[Mzz1 @Man1zzsh]

@CABeyney Sounds positive. All the best 👍.

[Mzz1 @Man1zzsh]

@CABeyney A general Q, the new DCs that are being setup by DataOne - how will the upcoming 800V DC architecture and power demand effect you/Nebius and others, how much redesign and retrofitting will be required on new DCs ?