$SNDK $WDC $STX $MU AI’s data needs:
•AI generates data far faster than humans, accelerating storage demand.
•AI video generation (short to long-form) will cause “parabolic” growth in storage requirements.
•NAND/DRAM prices will rise due to disciplined supply
@zephyr_z9
Last post before the Sabbath. There’s 13 trading days left until the July 3, Federal holiday (for the 250th July 4 which is on a Saturday). The last trading day of June & first 2 trading days of July are three of the most consistently consecutive bullish days all year. 😴
Polarization, phase matching, balanced photodetectors. Such fun we shall have... next weekend.
If the macro situation was not so volatile, I would ape into $MRVL tonight. Instead I need to open a short book in 2 hours for hedging purposes. 🥲
Thanks Jensen for saving KOSPI’s ass, and we are having a correction instead of scary crash.
As planned, KOSPI double bottomed at 8 week EMA and 05/20 gap, bought KORU and NQ.
Will stop loss if 7440 loss, hope 21d EMA can be reclaimed as soon as possible.
The fall is so stupid
U don't really need 1.5TB per CPU for training, chatbot interactions, and light agentic workloads
Provisioning that much DRAM for them will just lead to underutilization and waste of resources (500GB-750GB per CPU is enough)
My biggest fear was Nvidia being unable to sell finished Rubin NVL72 racks becuz of the DRAM shortage
Now they can handle demand in a much better way
From a VIX compression, & SPY price action schema the Dec 18, 2024 event most resembles today's price action. SPY fell nearly 3% that day & the VIX went from 15.57 to 27.6. In addition, SPY fell $2.60 afterhours on Dec 18 to a low of $583.7🤝
Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor.
It’s happening faster than we thought, and the implications deserve greater attention. https://t.co/OVVPJO7VQx