Saad

CEO @Wccftech. AvGeek. 🌳🥾👾🌊

[Hassan Mujtaba @hms1193]

RTX Spark aka GB10 aka N1X

[Will @WClemente]

Taxes generated from Samsung and SK Hynix are set to pay off half of Korea’s public debt

Everything is computer

[Om Patel @om_patel5]

THIS GUY LIVES UNDER SFO'S TAKEOFF PATH SO HE BUILT A CEILING PROJECTOR THAT TRACKS EVERY PLANE FLYING OVER HIS HOUSE IN REAL TIME

he uses a cheap $30 radio receiver to pick up the signals that planes broadcast while flying.

then projects them onto his ceiling in real time

when a jet flies over his house you hear it outside and at the exact same moment a plane glides across his ceiling labeled with the airline, aircraft type, and destination

pure black background so the projector's rectangle disappears and only the aircraft are visible

but he didn't stop at planes

it also draws the real sky behind them. sun, moon, bright stars, constellations, and live satellites including the ISS. all at their true positions for his exact location and time in real time

so he's lying in bed watching the actual night sky projected onto his ceiling with real planes crossing through it as they take off from SFO

there is a huge market for every man alive that runs outside to see the helicopter

vibe coded the whole thing himself with a cheap radio, a projector, and some clever software

[Saad @kursed]

@imnotharsh The weird thing about some semi trades is that crypto bros have invaded retail on some tickers, the moment intc gets slightest momentum it starts getting traded like crypto.

[Wccftech @wccftech]

SK Hynix previews HBM4E memory at Computex, cramming 48GB into a 12-Hi stack and pushing bandwidth to a record 4 TB/s. 🔗 https://t.co/gfVwf3xFeY

[Saad @kursed]

Lost mom to this just three years ago. Wish them all the best. It’ll save so many lives.

[Samuel Hume @DrSamuelBHume]

One of the most amazing things I’ve ever seen: a standing ovation for the full Daraxonrasib results

I feel inspired and energised, to put it mildly — we have a targeted therapy for pancreatic cancer now, and nothing is undruggable anymore

[Hassan Mujtaba @hms1193]

NVIDIA's RTX Spark Is a Direct Shot at the PC Market, Backed by a Multi-Gen Roadmap That Past 'Windows on Arm' Bids Never Had https://t.co/JIL5pB2DGs

https://t.co/JIL5pB2DGs

[Hassan Mujtaba @hms1193]

RTX SPARK - Base Speed 4.0 GHz

[Saad @kursed]

@IanCutress It’s the stock ticker driven social media engagement they are after.

[Saad @kursed]

@Yuchenj_UW @karthickdotxyz There is a real reason why anti-gravity never took off.

[Saad @kursed]

@Yuchenj_UW @karthickdotxyz Have you actually tried using Gemini to code, something real?

[shirish @shiri_shh]

Anthropic built a model so good at hacking they refused to release it publicly.

INSTEAD they handed it to Apple, Google, Microsoft, AWS, Cloudflare

one month later: 10,000+ zero days found in the software that runs the internet...bugs hidden for 27 years in OpenBSD. exploit chains the model built by itself

we are living through a quiet inflection point and most people have no idea

we are cooked fr 😭

[Citrini @citrini]

It’s already happening.

[Saad @kursed]

Narrator in the background: CXMT can’t even completely fulfill domestic demand right now.

[🇨🇳 Guo Shen 郭深 @GuoShenCN7]

Nobody is telling you how FUCKED every memory manufacturer on Earth just became.

Everyone is watching the AI boom. The data centers. The GPU shortages.

Nobody is talking about the fact that China just made the entire DDR5 price spike OBSOLETE.

The man who ran Samsung's chip division — Kye-hyun Kyung, former head of the Device Solutions group — stood at South Korea's National Academy of Engineering Forum and said it out loud. Chinese DRAM expansion could end the current price spike by H2 2027. Not slow it down. END it.

By a supply flood.

→ DDR5 prices are up 414% since July 2025
→ That spike was built on one assumption: Samsung, SK Hynix, and Micron control supply
→ That assumption is now breaking in real time

The Western memory oligopoly spent two years printing money off AI demand. Every data center, every GPU cluster, every AI training rig needed more DRAM. Supply was tight. Prices went vertical.

💀 Here's what nobody is explaining to you:

This doesn't just change THIS market. This changes ALL memory pricing. Forever.

→ Chinese firm CXMT is already scaling — 8000 MT/s speeds, already inside Corsair DDR5 modules on Western shelves RIGHT NOW
→ Jiahe Jinwei is right behind them
→ Projected Chinese-led capacity: 6 million wafers per month by H2 2027
→ When that capacity hits, the supply flood doesn't need to be gradual — it can be sudden

→ The 414% price spike was built on scarcity. Scarcity requires a monopoly.
→ China is dismantling the monopoly one fab at a time.
→ Corsair — an American brand — is already shipping Chinese chips to Western customers.
→ The oligopoly didn't even notice the wall coming down until it was already half gone.

Samsung spent decades building the most dominant memory business on Earth.

The man who ran that business just warned an engineering forum that H2 2027 could unwind it.

This is not an upgrade. This is the end of an era. The age of Western memory dominance just got a hard expiration date and nobody is talking about it.

Bookmark this. You're watching the biggest shift in semiconductor pricing since the DRAM cartel collapsed in 2002.

I'll keep you updated. Turn on notifications. 🚨

[Jim Keller @jimkxa]

Semi's are cyclical. It's not if but when.
I don't remember a price increase this fast and this big on DRAM - anybody have a good history report on previous cycles ?

[Jeff Pu @sssjeffpu]

#CPU

We didn’t do any CPU expert call. Thanks

[Saad @kursed]

All those childhood mecha manga dreams coming true...

[Unitree @UnitreeRobotics]

Unitree Unveils: GD01, A Manned Transformable Mecha, from $650,000 👏
The world's first production-ready manned mecha. It can transform. It's a civilian vehicle. It weighs ~500kg with you inside.
Please everyone be sure to use the robot in a Friendly and Safe manner.

[shirish @shiri_shh]

This tweet single-handedly made Anthropic and OpenAI scramble and issue full statements on secondary stock deals.

$500B of paper value just got wiped out overnight.

[Hassan Mujtaba @hms1193]

Intel Resurrects On-Package Memory With Razor Lake-AX, Loading Up LPDDR6 to Hunt Down AMD's Medusa Halo by 2028 https://t.co/JbRSfxv90I

https://t.co/JbRSfxv90I

[Jukan @COMPUTEX @jukan05]

This is complete bullshit.