Muki

[Muki @____Muki____]

LOT Vacuum (KOSDAQ: 083310) could 100x within 2 years

3 factors:

1. Samsung and SK Hynix will massively increase Capex

2. Future Capex is way more Vacuum pump intensive per wafer (HBM4+, advanced packaging, ...)

3. LOT will probably increase market share domestically

[Muki @____Muki____]

@SawyerMerritt Top 3 are soon going to be TSMC, Samsung, SK Hynix

[Muki @____Muki____]

@skorusARK As long as chips are a bigger constraint than energy, orbital datacenters will not make any sense

And it seems like chip shortage will last a long time

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@scaling01 The craziest thing is that OpenAI was able to raise $122B in a single private funding round, eclipsing both Anthropic and SpaceX IPOs

[Muki @____Muki____]

@jukan05 This is unprecedented in entire history of capitalism lol

Samsung and SK Hynix will pay off entire South Korean gov debt within 7 years, and this is a conservative estimate that assumes no secondary effects such higher spending on domestic suppliers for extra dram related capex

[Muki @____Muki____]

@lithos_graphein Nikon is the next Intel.
Just like how Intel got rescued by fab shortage even though TSMC is much better, Nikon will be rescued by lithography shortage within a few years even if ASML is better in every way demand will just be so much higher than what ASML can supply.

[Muki @____Muki____]

@booster_10 Also active cooling heat shield which is one area where they are even cooler than Starship

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@Jordan_W_Taylor Drag being higher doesn't matter, you need to dissipate the same amount of energy

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@GavinSBaker Cursor dominating their own benchmark, that they made for themselves, and train on the data from the same distribution... how is this news worthy?

[Muki @____Muki____]

@CL207 Cool photo, but this is the shipbuilding data

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@F_Compounders None of them are even close to this

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@snewmanpv Very cool chart.
I made a similar one for price per rack, also with chatGPT, so data may not be completely accurate

[Muki @____Muki____]

@Object_Zero_ Kyber is planned for next year with NVL576

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@SawyerMerritt Needs some painted patterns

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@peterrhague Same vibes

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@pandawatch88 Also known as 'economy'

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@Chrisgpt Interesting. 5.4 to 5.5 jump is way way larger in real world use cases than this score suggests

[Muki @____Muki____]

@danluu There is not a single person in the world that can calculate inference costs for Anthropic, without seeing their internal data

Hundreds of unknown parameters

They run different models, at different batch sizes, on different hardware etc

Saying its 'basic math' is just stupid

[Muki @____Muki____]

@Birdyword This is nothing yet, whole global economy is going to shift toward producing more frontier AI tokens

[Muki @____Muki____]

@dschwarz26 Yes Claude Code and Codex are by far the most popular coding tools for serious developers, third is probably Cursor.
This is the most important high quality data right now.

All of them are default enabled data harvesting, with manual opt-out options.