Calvin

Playing freely without fear of risky business and creating new dreams n standards by breaking traditional styles DoyourownDDeveryoneiswrongsometime

[Calvin @cnotesnonstop]

My uncle dead ass used all the money for the meat and forgot to buy the grill... so he improvised at Costco 😂😂😂

[Dan Nystedt @dnystedt]

ASML CEO Christophe Fouquet: "Demand on AI is coming so strongly that we will be in a supply-limited market for quite a while," citing plans like Elon Musk's huge proposed "TeraFab" AI plan and Starlink satellites as potentially driving a new leg of demand. – Reuters $ASML $TSLA $SPCX $TSM $HXSCL $INTC https://t.co/FIbBKiea9q

[Patrick OShaughnessy @patrick_oshag]

Gavin on why Elon's new chip fab, Terafab, will be successful:

"One, they have a partnership with Intel, which is very important. They're getting access to 50 years of institutional knowledge.

The A teams at the semi cap equipment companies will be working with them. ASML, KLA, Lam Research, Applied Materials.

One big reason Taiwan Semi caught up is those companies wanted them to catch up. They don't like having a monopsony.

And Elon is a living deity in China, Taiwan, South Korea, and Japan.

He's going to recruit the best people because the best engineers want to work for him, especially in hardware engineering.

Then next to Terafab, there'll be a Taiwan Town. 'These are your favorite restaurants? I'm going to move them and their whole staff from Taiwan to Texas.' Then we'll have Japan Town. Then Korea Town.

That's just not the way the people who run Intel and Samsung think.

So he's going to have the best talent, the A teams at the wafer fab equipment companies and he has Intel.

And it's different enough that it will not alienate Taiwan Semi."

[Research & Invest @R_and_Invest]

$AMAT is saying market is seeing Agentic AI application growing and this means it creates more demand for CPUs and due to that its driving more demand for $MU $DRAM $KORU

[Bloomberg @business]

Insatiable demand for memory chips has some of the industry’s top stocks defying the market’s math https://t.co/tVFz5Imzgf

[James @garbagecharts]

@smartertrader Another amazing week! Sam and room were calling incredible plays all week. Friday he got SNDK before it exploded at the end, which was just nuts. Truly great stuff, Sam! #only1sam
🔥🔥🔥🚀🚀🚀💰💰💰

[Sam Parikh @smartertrader]

Only fans gets engagement too

[Sharmila H. Viswasam💫 @RealtorStarShar]

$SPY for the month of May, this is the path of least resistance! 🤌🏽🚀 🔮

[Sam Parikh @smartertrader]

lol. No

[Sam Parikh @smartertrader]

I know her. She a wonderful person. Just a bear …. The yr will be 2040. Spx at 50k she post mkt gonna crash.

She is a wonderful person

[Sharmila H. Viswasam💫 @RealtorStarShar]

@smartertrader lol 😂 I’m doing an X experiment… the more bearish post I make the more engagement I get. Lol

[Sam Parikh @smartertrader]

lol oh my

[Sam Parikh @smartertrader]

BREAKING: Iran's President Pezeshkian has officially released an "open letter" to the American people. The letter states: 1. Iran harbors "no enmity" toward other nations, including the people of America, Europe, or neighboring countries 2. Recent US actions are "aggression" targeting civilians and infrastructure, setting up for long-term global instability 3. "What Iran has done, and continues to do, is a measured response grounded in legitimate self-defense" 4. The decision to withdraw from the Iran Nuclear Deal was "made by the US government" 5. "Continuing along the path of confrontation is more costly and futile than ever before" Pezeshkian concludes by saying, "the choice between confrontation and engagement is both real and consequential. Throughout its millennia of proud history, Iran has outlasted many aggressors." We now await Trump's address to the US at 9 PM ET.

[Sam Parikh @smartertrader]

BetTheYacht: TRUMP TO DECLARE IRAN WAR "WINDING DOWN" IN ADDRESS: POLITICO

[Sam Parikh @smartertrader]

YOU will never succeed in life if all you do is bitch and moan..

i give the absolutely the best free infor on twitter..

follow and stay quit or dont follow..

[Sam Parikh @smartertrader]

This is how 1987 happens. 2001 and 2008

Clowns all telling you to buy xx and yy.

Only1sam. Join us. Be ready.

[Sam Parikh @smartertrader]

Are you ready

[Jukan @jukan05]

>> 'Agentic AI' Rise: The CPU's Comeback?

• According to HSBC, approximately 44% of tasks in agentic AI workflows rely on the CPU — roughly 3–4x higher than in conventional AI compute architectures. This signals that CPUs and memory are emerging as the primary bottlenecks constraining compute performance in data centers.

• HSBC has accordingly raised its 2026 global server shipment forecast to +20% YoY. The firm also notes that given supply chain capacity constraints, actual market demand could surge by as much as 60%, with growth tailwinds expected to extend through 2028.

$INTC $AMD

[Sam Parikh @smartertrader]

lol mu 450 are 40c he scared shitless whoul be 5c ask if he wasnt

[Sam Parikh @smartertrader]

if avgo discloses its 10b customers 372 poss if he tryies to hid this again 291

CEO's need to hire sam and ask WHAT do my comments need to be

[Sam Parikh @smartertrader]

.@CNBCFastMoney why are you guys NOT asking how open ai 110b raise and the contract w govt not changing the orcl play

OPEN ai can now pay orcl

its impossible fro yes impossible fro orcl to go bankrupy in the nex 18 months now

IM just better you talks about garbage stuff w same comment fro last 10 yrs

so sad