Christopher walker

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[Christopher walker @chrispaulwalker]

@SMB_path @R1ckySp4nishh @travisyost @EinhornWalfisch Love the USA and it would be immediate advantage with the summer weather 🤣

[Christopher walker @chrispaulwalker]

@e_med13 @y0_monte @TheDunkCentral @ChrisBHaynes @SiriusXMNBA @HeatCulture13 Miami will miss out on moves entertaining this trade just like pursuing dame . Bucks fans can be happy knowing they got a ring with their guy

[Christopher walker @chrispaulwalker]

@pharaohsadi @mikebtrippin Just fly 2 Boston lol

[Jensen Huang Tracker @HuangTracker]

Jensen Huang just called nuclear energy "wonderful" for AI.

The market rewarded companies that build AI.

The next wave of wealth? Companies that power it.

Stocks to watch:
$CEG - nuclear operator, PPAs with Microsoft & Meta
$GEV - grid infra for AI data centers
$SMR - only NRC-certified small modular reactor
$OKLO - Sam Altman-backed micro-reactors
$CCJ - world's top uranium miner

Every time Jensen talks, I break it down here.

Follow so you don't miss it.

[ya boy pablo sanchez @yaboypabIo]

ngl i was faded lmao

[Christopher walker @chrispaulwalker]

@itsmichaelluu Thanks for the insight

[Michael | Hypermarkets @itsmichaelluu]

$BE spiked from $10 to $300+ in 2 years up 3000%, but its not the real AI bottleneck.

It's actually $MU $WDC $SNDK $DRAM.

These will 10x-20x from here:

1/ Bandwidth is the new clock speed.

By 2035, Next-Gen GPUs need 1,024 TB/s of memory bandwidth. That's 64x what $NVDA $AMD $AVGO delivers today. Without HBM scaling, the GPU is just an expensive paperweight.

2/ HBM stacks are multiplying faster than GPU dies.

Rubin (2026): 8 HBM4 stacks. Next-Gen (2035): 32 HBM7 stacks. Memory is growing 4x faster than compute dies. The bottleneck isn't silicon it's stacked DRAM.

3/ Capacity is what makes trillion-parameter models possible.

288 GB on Rubin. 6,144 GB on Next-Gen. That's a 21x jump in HBM capacity in under 10 years. No memory = no frontier AI. Full stop.

4/ Power budgets are being eaten alive by memory.

Total system power goes from 2,200W to 15,360W by 2035. A massive chunk of that is HBM. Whoever solves memory power efficiency wins the datacenter.

5/ The interposer is becoming a city.

Rubin's interposer: 2,194 mm². Next-Gen: 9,245 mm². Advanced packaging is now a critical supply chain choke point.

$MU $SNDK $AMAT $WDC aren't just memory plays they're infrastructure.

♻️ RESHARE this post and write 1 comment, I'll DM you my favorite data center stock under $10. There is only 1 left and its exploding.

[seed oil soldier 🫡 @BIMBOMINDSET]

first episode he has to arrest his own father :(

[👽⭐️🇸🇳 @BiggySpurs]

Streamer IShowSpeed just jumped over De’Aaron Fox at the World Cup 🤯👀

[DNP Sports @notthefakeDNP]

De’Aaron Fox is the absolute worst!!

[Christopher walker @chrispaulwalker]

@yagoddamn @ShomuS @gustasfc_ @ultras_clips No Knicks fan is looking at the Brazilians as the opposition lol.

[Carlos Figueredo @Carsperi]

Toda América latina apoyando a Paraguay

Paraguay:

[Christopher walker @chrispaulwalker]

@BHealtha @zamboughnuts @Kofie The best clash would be Haitians winning and Knicks losing the Dominican population would be outraged X2

[Underdog @Underdog]

Türkiye faces USA on June 25th

Who will Landon Donovan be supporting?

[kofie.substack.com @Kofie]

“We playing mane to mane defense”

[Hater Report @HaterReport]

Mike Brown was fired the day after calling out De’Aaron Fox for making a stupid play back in 2024 that lost them the game lmao

Turns out bro was RIGHT the whole time 😂🤣

[Sgt Blackout 🫡 @coldcallsniper]

Micheal Bloomberg never been that close to a minority in his entire life

[Deuce @DeuceThomas]

One of the coldest 18 year old sophomores

[Christopher walker @chrispaulwalker]

@pizza_91 @kaigo_fps @itsBRANDN @DragonflyJonez Also it’s star vs star Wemby doing that 2 shamet or a bench guy doesn’t send the same message lol