Jathon Kent

SDFL | Detroit

[Jathon Kent @jathon_kent]

Jathon Kent.

[Trade Whisperer @TradexWhisperer]

Holy Shit

$NVDA and $SKHY Group on Friday unveiled a more than $500 billion AI initiative spanning large-scale AI data centers and next-generation memory

“SK Telecom plans to build a 2-gigawatt AI data center powered by Nvidia's Vera Rubin chips and SK Hynix's HBM4 high-bandwidth memory, with the first facility due to come online in 2027, Nvidia added.”

SK Group is the large South Korean conglomerate (chaebol) that owns both companies. SK Hynix is its semiconductor subsidiary focused on memory chips (especially high-bandwidth memory like HBM), while SK Telecom is its telecommunications arm that builds and operates infrastructure such as the planned AI data centers.

AI is NOT cyclical

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Harveen Singh Chadha @HarveenChadha]

Remember the 2 frontier companies who didn’t sign this

Openai
Anthropic

[Elon Musk @elonmusk]

This has my full support.

Jensen is right.

[Jathon Kent @jathon_kent]

@AdamSchefter No manger finna get his money

[Jathon Kent @jathon_kent]

@OdellBretthamJr The Greek inscriptions are sick

[SleeperCFB @SleeperCFB]

Start, bench, cut: Michigan State RB edition

- Le'Veon Bell
- Kenneth Walker III
- Jeremy Langford

[Jathon Kent @jathon_kent]

@LatinWomanFan What happen with her and Brad Martin? I remember her from years ago

[Jathon Kent @jathon_kent]

@TradexWhisperer Ikr. Insane

[JC Merlo @itsjcmerlo]

For those that haven’t noticed

There’s an OBVIOUS inverse relation recently with $MU and $MSFT / $NOW

It’s simply a way to track the rotation form memory to software etc

$IBM nuked itself to save the AI Buildout

Now we see a rally in Memory, just need the $SPY to play nice and we should be back on the ball

It was winter in July but not it’s Christmas in July and we need some green to match the red

IBM CEO Arvind Krishna on him
Popping all over the software market:

"When we discussed our expectations with you in April, we noted that we would be wrapping on the launch of z17 in the second quarter. Given this was the strongest start to a mainframe program in our history, we expected Infrastructure revenue to decline low-single digits for the year, beginning this quarter.”

"What played out was worse than our expectations, driven by a shortfall in our Z performance and the associated software stack, primarily in Transaction Processing. In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purchases to secure supply-constrained infrastructure ahead of expected price increases. This dynamic impacted client buying patterns. While we anticipated some supply chain related impact in our expectations, we did not anticipate the magnitude of the capex reprioritization. In addition, clients were distracted with rapidly-evolving, industry-wide cybersecurity concerns in the quarter.”

The ceo of $SKHY announced that 2027 memory and d ram prices will be much worse than 2026. Furthermore ibm reported earnings a week early and missed. Lots of software earnings this week that will also be the same.

Why? Ibm answered. They said their customers are cutting back on software spending because they are loading up on memory and d ram because prices will increase even more in 2027

WE ARE IN ROTATION. MU WILL ROCKET. SELL ALL YOUR SOFTWARE AT MARKET OPEN AND BUY AI AND HARDWARE.

[Happy Punch @HappyPunch]

Conor McGregor turns 38 years old today

[Ash Crypto @AshCrypto]

BREAKING:

🇺🇸 US CPI came in at 3.5%

Expectations: 3.8%

Inflation is cooling.

[🦉 OvO Joe 🧊 @VT4L_Joe]

Penn St’s new bus is…fitting

[SleeperCFB @SleeperCFB]

A former Michigan football assistant coach has filed a lawsuit accusing the University of Michigan of hiding evidence of the Michigan Football cheating, per @Dave_Boucher1 and @RealTonyGarcia

The lawsuit also claims that Michigan knew about Sherrone Moore's affair prior.

[JC Merlo @itsjcmerlo]

Just FYI

Here’s what I’m seeing and could be invalidated

Big drop on $MU

Then back up

[Jathon Kent @jathon_kent]

@VexD7308 @TheCrim30741974 @MMAUNCENSORED1 Ikr lmfao. He’s tryna justify a literal terrorist

[Chris and the Markets @Tickertalk1]

$MU is taking a breather before going back to $1250.

Now , is a good day to buy.

More income than expenses.

Fear, uncertainty, doubt are when you make money.

$MU will break out soon. Stay patient.

[Jathon Kent @jathon_kent]

@AliAbdelaziz00 You’re a terrorist