Crawling Puncture

Semiconductor Engineer

[Crawling Puncture @crawlingpunctur]

$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

[Crawling Puncture @crawlingpunctur]

@mat78704 This year is different?

[John @market_sleuth]

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. 😴

[Crawling Puncture @crawlingpunctur]

@insane_analyst our hero

[Crawling Puncture @crawlingpunctur]

@Franktradinglog 🔥

[Crawling Puncture @crawlingpunctur]

@insane_analyst didn’t ape into Marvell?

[Regarding Semi @regardingsemi]

Semi subsector rotation over the past week.

[Crawling Puncture @crawlingpunctur]

@labubu_trader Thanks for the update🙂

[Crawling Puncture @crawlingpunctur]

@regardingsemi can we sell now? or hold for longer

[Irrational Analysis @insane_analyst]

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. 🥲

[3X Long Labubu @labubu_trader]

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.

[Zephyr @zephyr_z9]

Nvidia is offering dual configs
1.5TB per CPU for racks assigned to agentic workloads
750GB per CPU for the rest of the stuff

[Zephyr @zephyr_z9]

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

[Crawling Puncture @crawlingpunctur]

@Tesla_Teslaway @hjoony71 what is the ticker?

[Crawling Puncture @crawlingpunctur]

@labubu_trader 👌👌

[John @market_sleuth]

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🤝

[⚡️The Traveling Trader⚡️ @ZTheTrader]

Huge 1 day drops in $SOXX / $SMH tend to lead to significant rallies in the coming weeks.

$SOXX is down 9% today.

Also sitting at the 21 ema.

[Crawling Puncture @crawlingpunctur]

@regardingsemi any predictions for today ?

[Crawling Puncture @crawlingpunctur]

@KrisPatel99 Anthropic will use its AI too

[Anthropic @AnthropicAI]

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

[Crawling Puncture @crawlingpunctur]

@mat78704 why so less posts these days?

[Crawling Puncture @crawlingpunctur]

@insane_analyst Hold or Sell? any thoughts?

[Crawling Puncture @crawlingpunctur]

@insane_analyst 🙌🏼 $KORU