Keith Seher

Decades background in majority of Information Technology aspects including Mgmt, Planning, Budgeting, Design, Strategy, Networking, and Project Mgt

[Keith Seher @cagyest]

@aleabitoreddit $SIVE Based on your illustration in conjunction with their 1:2 ratio with their 2 other manufacturers even 50% utilization gives 1 billion/yr in sales. Mkt gets hit in the head with a 2X4 and recovers 25 cents of the $9 pullback. smh

[Keith Seher @cagyest]

$NBIS Be interesting to see who the buyers are.

[Keith Seher @cagyest]

@TopTechStocksUS Grok and referenced site noted on.

[Keith Seher @cagyest]

$HITI Great summary notes, relevant to High Tide, around International by Todd Harrison taken from Curaleaf convo with ATB.

[Keith Seher @cagyest]

@HighTide_HITI @RajGrover_HITI @BofC_Global Congratulations Raj...well deserved recognition.

[Keith Seher @cagyest]

@danibm87280518 @todd_harrison Point was the headwinds Sandial is facing could also impact High Tide not intimating a tie between the two.

[Keith Seher @cagyest]

$HITI ATB assessment posted by @todd_harrison . This is the environment High Tide should thrive in. Queen of Buds brand perfectly aligned plus membership model discounts. Sandial caught with pants down on their value line now scrambling to expand.

[Keith Seher @cagyest]

@DrJebaim @onecentinvest High Tide also has 46 mil in cash against that debt of 60 mil

[Keith Seher @cagyest]

@RajGrover_HITI Whoa...High Tide is a thundering herd. Congrats Raj and Team

https://t.co/bvWRD0JDfq

[Keith Seher @cagyest]

@CashFlowKingsYT Grok on High Tide and Sanity Group

[Keith Seher @cagyest]

1st Qtr. 2026 should be outstanding for $HITI with the Remexian December. Pharmacies in Germany had been a drag as they were bleeding off inventory with the uncertainty of the overhang of pending legislation which has normalized as it will not be as drastic as expected.

[Keith Seher @cagyest]

$HITI The Pablo interview had these key points with German based companies...all positive for HITI. On German legislation-little change in mail delivery and rational change to on-line (by Physician push). All expect very robust growth in 2026. Pricing has bottomed. 👍👍👍

[Keith Seher @cagyest]

@SexyJC8675309 @todd_harrison HITI, VFF, SNDL

[Keith Seher @cagyest]

$NBIS

[Carlos E. Perez @IntuitMachine]

Everyone is treating the Meta-Google TPU deal like it’s just Meta hedging Nvidia.

I thought the same thing for about five minutes.

Then I realized I had the arrow completely backwards.

Meta isn’t hedging Nvidia.

Google is using Meta (and Apple) to hedge TSMC.

Here’s the part nobody is saying out loud:

Chip factories don’t run on hope.

TSMC needs hard, multi-year, take-or-pay commitments before they’ll spin up a new 2 nm line.

A startup with a cool design can’t give them that.

Google just handed them a $10 B+ contract signed by Meta.

Think about what that actually does.

Google walks into TSMC and says:
“I have Meta and Apple on six-year cloud deals. They will literally eat 200,000 TPUs a year whether they want to or not. Give me 25 % of your N2 capacity at cost.”

TSMC salivates and says yes.

Now any tiny chip company (Groq, Cerebras, Tenstorrent, whoever) walks in and asks for the same wafers.

TSMC shrugs:
“Sorry, we’re already sold out to Google for the next 24 months. You can have whatever scraps are left at full price.”

That’s not a moat. That’s a death sentence.

This is why the “Google is just selling TPUs now” take misses the point.

They’re not trying to make money selling chips.

They’re using Meta and Apple’s capex as collateral to pre-buy the entire future supply of leading-edge silicon.

It’s the same trick Apple pulled with displays in the iPhone days.

Lock up all the good panels with huge prepayments → Samsung/LG starves → everyone else gets stuck with second-rate screens for years.

Google is doing it again, but with the literal atoms that make AI possible.

The craziest part?

Meta and Apple are happy to sign these deals.

Because** right now Google’s TPUs are the only chips you can actually get in volume.

They’re paying Google to solve their own supply problem.

It’s like paying the arsonist to lend you his hose.

So next time you see another “Nvidia killer” startup raise $500 M, remember this:

Cool architecture doesn’t matter if you can’t get wafers.

And Google just used Meta’s balance sheet to make sure nobody else gets them first.

The only company that can even try to fight this is Nvidia, because they’re the only other buyer big enough to make TSMC sweat.

Everyone else is playing a different game on a board that’s already been bought.

That’s the actual story.

Watch TSMC’s capacity allocation reports in Q1.

If Google’s share jumps again, you’ll know the flywheel is spinning exactly as planned.

And the startups?
They’re not competing anymore.

They’re just waiting for table scraps.

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