SG

Make the impossible POSSIBLE 🌠 Software Engineer | Tech Enthusiast , Investor| Tech Nerd | End goal : Get out of financial matrix

[The Earnings Correspondent @earnings_guy]

$PG (Procter & Gamble) #earnings are out:

[jack @jack]

https://t.co/WFWSz5jEpc

[SG @SGConstantine]

@aleabitoreddit Same in current earnings 40% for DC and Networking

[Evan @StockMKTNewz]

Google $GOOGL just reported negative free cash flow for the first time per Fiscal AI

[SemiAnalysis @SemiAnalysis_]

Similar to the panic over DeepSeek R1, some uneducated people think Kimi K3’s use of linear attention (KDA) is bad for NVIDIA, HBM, DRAM, and networking because it has relatively lower KV-cache requirements. The opposite is true, and we explain why below. 👇️ 1/8🧵

[SG @SGConstantine]

@stocktalkweekly Real question is when and how soon US frontier model companies can produce Chinese level models at fraction of there costs, If US frontiers can catch up and beat at there game like Muse 1.1 did all Capex can make sense then and help accelerate more token per throughput accelerate

[SG @SGConstantine]

@LogicalThesis 🤞

[Nokia @nokia]

We are launching the industry’s first commercial AI-native #AIRAN platform built on @NVIDIA accelerated computing, marking one of the most significant shifts in radio network architecture in decades and providing operators with a practical path to AI Native Networks.
Read more: https://t.co/PrUgaA4rzc

[Jesse Zhang @thejessezhang]

https://t.co/z516Pfh8vw

[SG @SGConstantine]

Its a blessing we are born in this era of starship!

[SpaceX @SpaceX]

The path to launch is filled with obstacles and success is only possible through the tireless efforts of many working together towards a common goal. “Critical Path” continues the ongoing Starship series, following SpaceX engineers through the final days before launch of the first Starship V3 and the challenges that come with development of the world’s most powerful and fully reusable rocket.

[SG @SGConstantine]

@PatrickToulme 💯

[SG @SGConstantine]

@SemiAnalysis_ Loved the article, diving on the RL is very well written. ❤️

[SG @SGConstantine]

$EOSE ^^^^^

[SG @SGConstantine]

EOSE New Board Members bring in tons of experience to company

[*Walter Bloomberg @DeItaone]

MEMORY SALES HIT RECORD $74.6B AS AI DEMAND SURGES

Global memory sales jumped 31.7% month-on-month to a record $74.6 billion, driven by strong AI demand.

NAND surged 40.7% to $25.8 billion, while DRAM reached $48 billion.

UBS expects sharp price increases and supply shortages through mid-2028. Micron, Samsung, SK Hynix, and SanDisk could benefit most.

Bernstein remains bullish near term but expects price growth to slow as consumer demand weakens.

[SG @SGConstantine]

@Micro2Macr0 DRAM will hit ATH probably? @Micro2Macr0

[Micro2Macr0 @Micro2Macr0]

$DRAM

[Wall St Engine @wallstengine]

SK HYNIX’S $SKHY U.S. LISTING IS NOW MORE THAN 7 TIMES OVERSUBSCRIBED, WITH PRICING SET FOR THURSDAY.

[Evan @StockMKTNewz]

When the stock market opens today SpaceX $SPCX will offically be a member of the NASDAQ 100 $QQQ

[SG @SGConstantine]

@weaverobotics Hmm when it will start doing dishwashing? That’s when you will see more orders getting placed