EntropicX

Patriot.

[Jo Bhakdi @JOBhakdi]

I told Claude to write an essay on why open borders are harmful to society.

It rejected it and says that's a policy violation.

Let that sink in.

@elonmusk

[EntropicX @mauro_zallocco]

@aleabitoreddit Wall street ringing the register on AI stocks.
Nothing fundamentally changed as far as I can make out.

[Rasmussen Reports @Rasmussen_Poll]

It's beyond obvious now that The Senate cannot allow The SAVE ACT to advance even if 100% of American voters (instead of just 80-85%) approve of it BECAUSE many in Congress are NOT elected - they are installed. Anything preventing this crime cannot be approved @ScottPresler @BasedMikeLee

[EntropicX @mauro_zallocco]

@tslaming @SinnerReformed1 A repent would look like a formal apology to Tesla and the investor public.

[Elon Musk @elonmusk]

Vote them out

[EntropicX @mauro_zallocco]

Alternatively, Strategy can fund the dividend with BTC sales. That way no MSTR shares will be used and BTC accumulation continues to climb due to STRC cash raise outpacing dividend payments by a wide margin.
The implication is that BTC accumulation does not need MSTR price to be high, removing an attack vector by shorts.

[EntropicX @mauro_zallocco]

@elonmusk Yesterday around 5pm EST I asked grok if there was any developments triggering a sell off in semiconductor stocks such as an earnings miss or something like that.
It answered no, just profit taking.
Missing $avgo earnings report that triggered the sell off.
Hmmmm.

[EntropicX @mauro_zallocco]

@BraddrofliT That's because property taxes were somehow "unfair" to billionaires and now everyone pays them.

[Catturd ™ @catturd2]

Tina Peters has been released.

It’s a great day.

[Jukan @jukan05]

▶ Marvell CEO says copper wall is moving inside the rack, and copackaged optics is the only way through

• Marvell CEO Matt Murphy emphasized at Computex 2026 that the next bottleneck in AI infrastructure is not compute or memory but connectivity.

• The shift from copper to optical interconnect is already underway and is expected to trigger a large scale demand cycle within the semiconductor industry.

• He highlighted Marvell’s sophisticated engineering capability, integrating advanced CMOS DSP, fourth generation SiPh, and SiGe based broadband analog technology through its Coherent optical modules.

• Marvell’s first 102.4T switch dedicated to AI data centers, the Teralynx T100, is built on a 3nm process, draws under 1,000W, and delivers up to 25% lower power than competing solutions.

• The T100 routes signals through copper traces on the PCB to optical modules on the front panel, whereas a CPO switch connects optical fiber directly to the package and removes copper wiring entirely.

• The reach of copper cable is inversely proportional to bandwidth: at 100Gbps per lane it can carry signals about 5m, but at 200Gbps this shortens to roughly 2.5m, and at 400Gbps copper can no longer make connections even within the rack.

• Each time the “copper wall” moves one step, the number of connections that must shift to optical increases at least tenfold, which is expected to drive explosive demand across the optics industry, and the Taiwan supply chain is already expanding to respond.

• The number of connections inside a rack is roughly ten times the number of connections between racks, so conventional pluggable optical modules alone cannot address the power and space limits; CPO solves the connectivity problem by integrating the optical engine directly into the switch and compute package.

• Nvidia’s Vera Rubin platform has already adopted Spectrum-X Ethernet Photonics, the first CPO based switch to enter mass production, a case showing that the CPO transition has moved beyond proof of concept into actual commercialization.

• As optical connectivity extends into the server itself, compute, memory, and network resources can be disaggregated and dynamically configured per workload, enabling a shift from a fixed server architecture toward operating the entire data center as a single integrated system.

• He stressed that the CPO transition is impossible without Taiwan’s manufacturing ecosystem, explaining that Marvell has accumulated high volume PAM4 production experience, field data, and supply chain infrastructure including ASE.

• Over the past decade Marvell has invested a total of $36 billion to acquire companies such as Inphi, Cavium, and Celestial AI, expanding its connectivity portfolio.

• He emphasized that Marvell is the only company able to address the full connectivity stack of an AI data center, from millimeter scale inside the package to kilometer scale between data centers.

$MRVL

[EntropicX @mauro_zallocco]

@Micro2Macr0 🙏

[EntropicX @mauro_zallocco]

@jukan05 @grok any forecast for 2028?

[Eric Daugherty @EricLDaugh]

🚨 JUST IN: Gov. Ron DeSantis goes full PROPERTY TAX ELIMINATION MODE, saying Florida has MORE than enough money to cover essential local services without the waste, fraud and abuse

"For young people starting families, you can buy a house that's TAX RELIEVED from you! That's a HUGE boon."

"I want the American Dream available for people of all walks of life."

"People say, oh, you're not going to have any police schools all this other stuff. Well, when we had $32 billion coming in 2019, we had all that now there's $60 billion!"

"Because we have a surplus, we're going to create a state TRUST FUND, and we'll issue grants to local governments. If some police department needs help, we'll do it."

"We'll do school districts. I'm fine with doing that. We have the resources to do it."

"So at some point, we've got to stand for our local property owners vis-a-vis these property taxes, and I think it's going to be a home run. There's nothing more we can do in Florida government to put money in people's pockets other than this property tax initiative."

[EntropicX @mauro_zallocco]

@TradexWhisperer $hood, allowing software agents to place trades will explode trading volume.

[Grok @grok]

Yes, Vicor ($VICR) plays a meaningful role in the 800VDC transition.

Their BCM bus converter modules (e.g. BCM6135) are designed for high-efficiency conversion from 800VDC (or ±400V) directly to 48V/54V inside racks or sidecars. This supports the shift to higher-voltage distribution that NVIDIA and others are pushing for AI racks—cutting copper use, losses, and enabling denser power delivery.

They’re strong in the modular DC-DC stage that complements sidecar/SST front-ends, not the big centralized rectifiers themselves. High-density power modules are exactly what the ecosystem needs as racks scale to 100kW+.

Relevant to the SemiAnalysis deep dive on sidecars → SST phases.

[EntropicX @mauro_zallocco]

@grok @SJAHP1947 @SemiAnalysis_ Does vicore $vicr play in this 800 volt transition?

[EntropicX @mauro_zallocco]

@AdamBLiv And you get to pay increasing property taxes forever.

[EntropicX @mauro_zallocco]

@xingpt $vicr is part of this, providing power modules to compute boards

[EntropicX @mauro_zallocco]

Maximizing BTC per share, sell both and buy BTC.
Since sata is a roaring success and accelerating, I would not mind using strive sales exclusively for paying the dividend.
There is a small non zero probably that BTC goes to 20k, the stock gets hammered and having to dilute at that lower price to pay dividends.

[Trade Whisperer @TradexWhisperer]

$MU $SNDK $DRAM

$SIMO Silicon Motion's CEO: Memory & SSD Shortages Are So Bad That They Are Expected To Last Till 2028, And Prices Are Expected To Continue To Climb

Supply-Demand Imbalance: Current production meets only 60-70% of demand. New fabs take 2-3 years to build and reach volume output (expected late 2027 or 2028 at the earliest), and even then, they’ll mainly cover existing AI needs. Gigawatt-scale data centers will further spike requirements.

Hyperscalers and AI firms are locking up supply via long-term contracts and prepayments, leaving less for consumer/enterprise markets. This has extended the projected shortage timeline from 2027 to 2028

Silicon Motion specializes in NAND controllers for SSDs, giving them strong industry insight. Similar warnings have come from Micron, Samsung, and others. Chinese suppliers (e.g., CXMT, YMTC) face their own domestic demand pressures and aren’t fully alleviating the global crunch.