Matt Cox

Do you want to sell your laundromat in the Sacramento area? Let me know!

[Serenity @aleabitoreddit]

Just a semi recap TLDR:

- $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term

- $SPCX Starlink Gen 3 is scaling to 100,000 units (10x prev gen) creating possible capacity constraints for suppliers of switches to CCL.

- PCB supply shortages are projected to persist until 2028, and component shortages/price hikes are already forcing ODMs like Inventec to issue conservative H2 shipment

- DeepSeek and Zhipu are developing custom ASICs to bypass $NVDA (kinda expected by now).

- Anthropic has achieved a $30B ARR and is projected to hit >$1B in Q3 profit. Turns out these frontier labs are more profitable than people think.

- US admin pressured $AAPL to source from $INTC, in exchange for tariff exception. Kinda pressuring alignment away from TSM.

- $TSM plans a 30x expansion of its Photonic Integrated Circuit (PIC) capacity by 2028, growing from 500 to 25,000 wafers per month

- Hanmi Semiconductor is entering the CoWoS packaging equipment market

- $NVDA and NTT hosting a conference July 24th to discuss CPO strategies.

- 5x general NAND flash price hike this year, market size $489B by next year triggered by RAG/inference. Samsung and SK Hynix make emergency fab investments, NAND equipment suppliers go brrrr.

- Gas turbine bottleneck, 40% supply gap accompanied by staggering 5-year delivery cycles (mega-fabs need them for mass production).

- AI probe card assembly has hit a severe bottleneck apparently. Which is attempted to by solved with things like Innovation Service's machines.

- Nanya, 79.5% gross margins reported, memory go brr. 4x capex for capacity/advanced packaging.

- CXMT's STAR Market IPO on July 16, so should bring a lot of attention to memory players in that supply chain.

- KYEC $1.4B investment into US for $TSM Arizona output test facilities. Lot of these players like $AMKR and others should go brr in 2028.

- $INTC CEO warned last month that helium could hinder the manufacturing costs and delivery times of AI chips

- 3D NAND word lines are shifting from Tungsten to Molybdenum starting at the 375-layer node

- SambaNova secured JPM for AI inference and raised $1B at an $11B valuation.

- HBM prices projections to double in 2027 as $NVDA Rubin platform drives demand.

- $MU provides $500 million in funding to support GlobalWafers' US manufacturing capacity

- $META 'Iris' will enter mass production in September via $AVGO and TSMC and Meta aims to double computing power to 14GW by 2027.

- Largan Precision has secured its first CPO FAU order, mass production slated for middle of next year (kinda indication around Foci and others).

- Samsung and SK Hynix have delayed the implementation of hybrid bonding packaging technology for HBM4 apparently

- Memory costs (DRAM/NAND) have reached 60% of the BOM for sub-$400 smartphones, causing a severe volume contraction.

- SK Hynix successfully rasied $26.5 billion through a Nasdaq ADR

- $TSLA issued procurement guidelines requiring suppliers to reach weekly production of 1,000 units by September and double to 2,000-2,500 by year end for its 3rd gen Optimus robot. Apparently Alliance Technology and A-Link may be in this supply chain harmonic reducers and vision lenses?

Kinda go through all this stuff every day, but don't wanna be a news reporter so just consolidated stuff I found interesting.

[Matt Cox @mattcoxspeech]

@_Investinq How much of spacex does Elon musk own

[Matt Cox @mattcoxspeech]

@Super70sSports https://t.co/DTxYzGOkuT

[Matt Cox @mattcoxspeech]

@dieworkwear Do you have a favorite item you purchased there?

[Matt Cox @mattcoxspeech]

@RealJamesWoods @RealJamesWoods in honor of 250th anniversary, I’m going to dedicate 1/1/2026 to 7/4/2026 to reading exclusively Revolutionary War and colonial books. With your knowledge and following I think a recommended reading list from you would be good for the country. Just a thought!

[Matt Cox @mattcoxspeech]

@AJA_Cortes TRT

[Matt Cox @mattcoxspeech]

@jurgen_nauditt Yes, it’s not enough, but he’s got quite a bit to tend to. If he finds a restful hour maybe he can get to 60.

[Matt Cox @mattcoxspeech]

@Oilfield_Rando Not just "green" stuff: https://t.co/AvrREcS37b

[Matt Cox @mattcoxspeech]

@PalmerLuckey @leviathansee @Jason Don’t let your enemies define you - a fundamental rule of politics (and life). Esp with vicious lies. With the false attacks you’ve suffered and your $ I would fund a war room to immediately fight them all.

[Matt Cox @mattcoxspeech]

@elonmusk Top Gun 2035 is going to suck.

[Matt Cox @mattcoxspeech]

@irentdumpsters I was 40% down on first deal, even then not easy to push across finish line.

[Matt Cox @mattcoxspeech]

@irentdumpsters In my NorCal market 2.3 multiple would be cheap, would buy a business in need of rehab. Where was your 50-owner guy located?

[Matt Cox @mattcoxspeech]

@irentdumpsters Making money owning laundromats, paid higher multiple, don’t own real estate (but wish I did).

[Matt Cox @mattcoxspeech]

@ChefGruel I think if you look up FUTA Credit it will fill you in in the bad news.

[Matt Cox @mattcoxspeech]

@ChefGruel @MarcusNoNumbers Unfortunately, it won’t be one time. It’s technically a reduction in a credit and it will continue until the state makes good on its debt to the fed.

[Matt Cox @mattcoxspeech]

@FischerKing64 @heraklit20 Maybe??? I was a speechwriter for him and we were sensitive to the origin of any quotes. He of course didn’t stick to speeches verbatim. And I did once include a quote of suspect origin…and it was noted in the media ☹️

[Matt Cox @mattcoxspeech]

@LBJsBest I think putting Kareem’s four UCLA years into the nba would’ve done the trick also, and by a good margin.

[Matt Cox @mattcoxspeech]

@Super70sSports Wembanyama GOAT

[Matt Cox @mattcoxspeech]

@MeganNyvold Flounder???