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[Aitor Lopetegui @aitorlope]

@CatalanTorero https://t.co/3AUZJi0Qh6

[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🧵

[Aitor Lopetegui @aitorlope]

@bubbleboi What are your current favorite plays? Cien? ALAB? Intel? kioxia/sndk? What am I missing?

[Aitor Lopetegui @aitorlope]

@Danielson0199 @cryptorover IMHO lower, until sept/oct, will only look to buy around that time, no catalysts in sight and other sectors much stronger right now

[Aitor Lopetegui @aitorlope]

@Danielson0199 Congrats mate, can’t DM you for some reason, was trying to tell you to dive into the NAND+CXL conversation to strengthen your conviction and maybe initiate some investigation on $ALAB

[Aitor Lopetegui @aitorlope]

@asianinvestors there is no follow up posts because his body is resting underground

[Aitor Lopetegui @aitorlope]

@Danielson0199 most certainly mate, im going to send you a DM now

[Aitor Lopetegui @aitorlope]

@unknownbankerL dilution is still on the menu
14-16 was only about incentives
17. Resolution on authorisation for the Board of Directors to resolve on issues of shares, warrants and/or convertibles
18. Approval of the Board of Directors' resolution on an issue of convertibles

[Aitor Lopetegui @aitorlope]

@aleabitoreddit You frame Sivers' CW lasers as a CPO play, but if EML capacity is already locked up and CW supply is tightening at 800G/1.6T, aren't their lasers already a compelling value proposition in the current NPO/pluggable regime? independent of whether CPO ever arrives at scale?

[Aitor Lopetegui @aitorlope]

@DBATTAGLIAYtube Hola David, en tu cálculo has tenido en cuenta la cantidad de nuevas acciones que MSTR ha emitido desde aquella fecha ? Porque disminuiría bastante las expectativas

[Aitor Lopetegui @aitorlope]

@NingiResearch Rest in peace

[Aitor Lopetegui @aitorlope]

@BecarioStock @cannodable Puede que el mercado se equivoque al valorar esas tres empresas y entiendo que esa es tu apuesta, pero no juegues a adivinar cuándo el mercado se dará cuenta de ello (si es que ocurre), estas perdiendote un rally historico en fotonica, neoclouds, GPU, energia y memoria...

[Aitor Lopetegui @aitorlope]

@Candeliano No lo es, en los hospitales públicos ya es así en algunos servicios

[Aitor Lopetegui @aitorlope]

@morodelsur Es sinosuke y cuando baja la cámara sale “artoa kaxkaxkax txingarretan erreta, oso goxoa dago”

[Aitor Lopetegui @aitorlope]

@arbarkas You talk like a fan, not like someone who has watched Baskonia

[Aitor Lopetegui @aitorlope]

@HelicopteroTour piperrak

[Aitor Lopetegui @aitorlope]

@ElenaMartnezBe1 @PilarCeTeO Creo que soy el unico XY que habla euskera en Medicina CTO Moncada. Es cierto que después del MIR tengo mucho tiempo libre, pero me gusta pensar que lo utilizo de forma mas útil! De todas formas muchas gracias por sus clases doctora, su asignatura ha sido un exito en el MIR !!