aurph

aurp on godel | Jack S.

[Shay Boloor @StockSavvyShay]

$MU just outlined plans for custom HBM4E in 2027 followed by 3D-stacked memory directly on AI processors in 2028 with new HBM generations planned nearly every year through 2030.

That's a pretty big shift for Micron as memory becomes part of the AI chip itself.

[aurph @aurph]

@insane_analyst 🗣️

[aurph @aurph]

Looks incomplete. Broadcom is absent and they're the biggest EML supplier. AAOI's end customers should have Amazon, not just MSFT/Oracle. IQE→Lumentum is GaAs stuff, Lumentum does its own InP epi. And Lumentum's real volume customers (Innolight, Eoptolink) are gone.

[P Equity Research 📰 @pequityresearch]

Nomura: supply chain for optical devices

$COHR $LITE $AAOI $NVDA $CIEN $GOOGL

[aurph @aurph]

the future is bright

[aurph @aurph]

@GodelTerminal can that aurp guy stfu about cxmt

[P Equity Research 📰 @pequityresearch]

Keybanc states Micron is quoting 4Q26 SSD pricing +40-45% Q/Q, compared to consensus increase +20% Q/Q.

$MU $DRAM $EWY

[Godel Terminal @GodelTerminal]

This is who you're trading against

[co2trader.eth @dunnde]

and so it begins (well soon) ...
$MU
"On October 8, 2026, our Board of Directors authorized an increase in the maximum amount of discretionary repurchases of our outstanding common stock to be made from December 9, 2026 to $35.16 billion."

[Andrew Feldman @andrewdfeldman]

Big respects big.

[aurph @aurph]

@DCORNtp you know it

[aurph @aurph]

gigawatts dont matter if you cant execute!

[SemiAnalysis @SemiAnalysis_]

IREN continues to come up in our conversations with neocloud customers, and usually for the wrong reasons. In Prince George and Mackenzie in Northern BC, Canada, we’ve heard the stories: multi-day power outages, network upgrades, storage failures, air quality controls leading to link flaps, XIDs everywhere. The #1 worst site in the industry, according to users.

And we are some of their users, as we’ve gotten to test IREN GPUs from multiple providers that resell their capacity. A lot of our users we are hearing from who aren’t having a good time aren’t renting from IREN resellers, but from IREN themselves. (1/3)🧵

[Rahul Sidhu @rahul]

They tokenboarded my boy in Promptanamo Bay 😭

[aurph @aurph]

@boogerfan21

[Not Jerome Powell @alifarhat79]

BREAKING: The Fed introduces new $1 dollar bill

[aurph @aurph]

@Rascal_VH @Big_Funny512 @JoeDefor19_____

[aurph @aurph]

@Myththegoat @ChrisOolong After Panda Express tho right?

[Dr Singularity @Dr_Singularity]

big AI news

Google just demonstrated a recursive self improvement loop for AI discovery

Google/DeepMind researchers introduced Dream-RSI, a system where an AI agent improves how it explores problems by replaying its past discovery attempts, testing thousands of alternative strategies cheaply, then deploying the better strategy in the next round.

Across algorithm design, mathematical optimization, and GPU kernel engineering, it matched or improved discovery quality while cutting search costs dramatically, in one setting reducing agent calls by up to 162x. 👀

Importantly, it improves the exploration policy, not the underlying model weights.

[Godel Terminal @GodelTerminal]

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[bacon @steve2bacon]

To: █████ █████████
From: Kenneth Cordele Griffin <[email protected]>
September 9, 2026, 7:35 AM

Buy calls on AMD CRWV BE SNDK SKHY DRAM… Jan 2027 expiration. Whatever strike you want. Higher the better