captelectron

Bob Ross was right!

[captelectron @captelectron1]

God bless America!

[Docquistador @Docquistador]

SSGT Bellavia blessed us with one of the hardest lines of all time during his induction speech

[captelectron @captelectron1]

@AntiLeftMemes Definitely not a $aver

[captelectron @captelectron1]

@GovPritzker No one is above the law

[Aaron Rupar @atrupar]

Here is the entirety of JD Vance's appearance on The View, which did not go well for him

(and kudos to the hosts for actually asking him hard-hitting questions and followups)

[captelectron @captelectron1]

@GavinNewsom No one is above the law, not even the governor's wife? The Trumps were all debanked without any investigation. Therefore Trump went into his presidency sitting on cash. Turned out to be great timing after all. Buy the dip!

[captelectron @captelectron1]

@Lifeinvestmoney The problem is that you'd give it right back. Problem makers need to learn a new skill in order to be problem solvers. Look within, it's better use of your time

[captelectron @captelectron1]

@SenWarren We want to stop the fraud. Can you rain dance for that?

[captelectron @captelectron1]

@TheRickWilson *President Trump

[captelectron @captelectron1]

@Heccles94 Daycare much?

[captelectron @captelectron1]

@OutFrontCNN Should've asked about his soundtrack. AC/DC too probably just like the no hands pianist

[Truthseeker @Xx17965797N]

😂

[captelectron @captelectron1]

@TaraSetmayer It's going to be a rough month ahead for you coming into America's 250 Years celebration. Stay inside and keep your chin strap buttoned tight. Someone will signal for you when it's all over. You can make Iran Great Again! Good luck!!

[captelectron @captelectron1]

@ChefAnthonyDC Haven't you read about Pizzagate?

[captelectron @captelectron1]

@ML3democrats By the Grace of God, we had a four year preview of her gross incompetence. The Democrat Party decided she was queen & you correctly lost a large percentage of your base. First Bernie, twice, then Kamala...Understand how one party becomes less trustworthy? (Hiccup & Cackle)

[cinesthetic. @TheCinesthetic]

Kevin Pollak sharing stories about working with Jack Nicholson on A FEW GOOD MEN (1992) is as entertaining as you’d expect.

[captelectron @captelectron1]

@TaraBull A white guy?

[captelectron @captelectron1]

@Louisegolder31 @TheBrancaShow "You can ignore reality, but you can't ignore the consequences of ignoring reality" ~ Ayn Rand

[captelectron @captelectron1]

@FloraLuzz_ Cecot in El Salvador gets my vote

[captelectron @captelectron1]

@TaraBull

[Milk Road AI @MilkRoadAI]

Elon Musk just described a project so large that most people will assume he is exaggerating (Save this).

He is not.

In the video, Musk lays out the central problem facing every AI company on earth, the entire global chip industry is on a path to produce roughly 100 gigawatts of AI compute per year.

That sounds like a lot until you understand that his companies alone Tesla, SpaceX, and xAI will need orders of magnitude more than that.

His answer is the TerraFab.

It is a joint chip factory spanning 100 million square feet, ten times the size of Tesla's Gigafactory Texas announced in March 2026, with Grimes County, Texas commissioners approving the full scale facility site just last week.

The goal is one full terawatt of AI compute output per year.

For context, 1 terawatt is 1,000 gigawatts twice the current total electricity consumption of the United States.

SpaceX has already committed an initial $55 billion to the prototype phase, with total investment estimates ranging into the trillions.

Here is why this matters for Micron specifically.

In the video, Musk named Nvidia's Rubin chips as the reference design for TerraFab's first orbital deployments, and said "You're going to need a lot of memory to go with that."

A billion full radical equivalent chips per year, each requiring stacks of high bandwidth memory, that is the demand signal Micron just received from one of the most capital-intensive projects in human history.

And Micron already cannot keep up with what exists today.

Micron's entire 2026 HBM output is fully sold out contracted before the year began.

HBM4 entered volume production ahead of schedule and sold out immediately.

The structural reason Micron wins here is simple.

Every AI chip ever built Nvidia H100s, Rubin chips, custom ASICs, TPUs is useless without high-bandwidth memory stacked directly on top of it.

There are only three companies in the world that supply HBM at scale, Samsung, SK Hynix, and Micron.

Samsung has had quality issues, SK Hynix is supply constrained.

Micron is the only US headquartered HBM manufacturer which matters enormously given CHIPS Act subsidies, domestic procurement requirements, and the political push to keep critical AI memory production on American soil.

TerraFab just made the memory deficit permanently larger.

Come join Milk Road Pro for our full breakdown of Micron and our entire AI thesis just for $1.

Link below!

[captelectron @captelectron1]

@CarrieDaivis @JoseLop16219769 @Neutral_OC Counting cards in Vegas like Rain Man. Be kind maybe he'll tip you