Mithun Sasidharan

Proud Indian !

[Mithun Sasidharan @mithun_tweets]

Marriages (Rest of the world) = x + y
Marriages (In India) = ∫xdx + ∫ydy
#TypicalIndianIssues

[Wall St Engine @wallstengine]

$MSFT is shifting Copilot Cowork to usage-based pricing and may add a Microsoft-hosted DeepSeek model as a cheaper enterprise AI option, per Bloomberg. A lower-cost model is expected in the coming weeks.

[Sreejith Panickar @PanickarS]

Vice Chancellors are free to attend personal events in their individual capacity. The State cannot arbitrarily curtail such fundamental freedoms, nor does it have any business interfering in events organised by a non-political, non-banned organisation. More importantly, the State has no legal authority to initiate disciplinary action against Vice Chancellors. Neither the UGC Act nor university statutes permit such action without the concurrence of the Chancellor, or as some would put it, the “bada Sanghi”.

#Kerala #ViceChancellors #HigherEducation #RuleOfLaw

[V Muraleedharan / വി മുരളീധരൻ ( Modi Ka Parivar) @VMBJP]

The Chief Minister is trying to intimidate Vice Chancellors for attending an RSS programme. RSS is not a banned organisation, and no university rule prohibits VCs from participating in its events. If the government believes a violation has occurred, it should act legally instead of issuing threats. These statements are nothing but an attempt to appease Jamaat-e-Islami and SDPI while targeting a nationalist organisation that has served the nation for a century.

@PMOIndia @AmitShah @NitinNabin @BJP4India @BJP4Keralam

[Kradle @kradleai]

Fable 5 lies 96% of the time.

We were surprised by it's skill... 🧵

[Benjamin Netanyahu - בנימין נתניהו @netanyahu]

Congratulations, Mazel Tov, @narendramodi, on becoming India's longest-serving elected Prime Minister! 🇮🇳🇮🇱

[Mithun Sasidharan @mithun_tweets]

@theo despite ttl to 1hr and MCP tool search enabled?

[Bill Brooklyn @BillBrooklyn10]

I’ll say this once. These 8 stocks are going to make generational wealth for many by year end…

1. ServiceNow ~ $NOW

2. Nokia Oyj ~ $NOK

3. Nebius ~ $NBIS

4. Micron Technologys ~ $MU

5. Circle~ $CRCL

6. Intel ~ $INTC

7. Rocket Lab ~ $RKLB

8. Marvell Technology ~ $MRVL

These names will be your next wave of opportunities that you need to take advantage of.

Like and follow, save it for future reference…

[Brij Pandey @LearnWithBrij]

Most people think AI runs on GPUs.

That's like saying the internet runs on browsers.

Modern AI is powered by an entire ecosystem of processors:

🧠 CPU → Coordinates everything
⚡ GPU → Trains massive models
🔷 TPU → Accelerates tensor operations
📱 NPU → Brings AI to phones & laptops
🚀 LPU → Delivers ultra-fast LLM responses
🌐 DPU → Handles networking, security & data movement

The interesting part?

Every AI breakthrough depends on ALL of them working together.

A trillion-parameter model is useless if:
• Data can't reach it fast enough
• Inference is too expensive
• Edge devices can't run it
• Infrastructure can't scale

The next AI race won't be won by the best model.

It'll be won by whoever builds the best compute stack.

Models get the headlines.

Chips run the world.

Which processor category do you think will see the biggest growth over the next 5 years? 👇

[Bilaal- BD investing @bdinvestingg]

10 stocks to watch during Computex 2026. These are key data centre related stocks :

$MU — HBM4 36GB delivering 2.6x inference throughput; memory bull case just got louder. 

$MRVL — Jensen called Marvell the next trillion-dollar company; CPO chips confirmed future.

$VRT — Rack power hitting 180kW; Vertiv’s power and thermal management demand accelerating fast. 
$LITE — Named as relevant across optical modules and fiber alongside Coherent; CPO wave rising. 

$ARM — RTX Spark is Windows on Arm; Nvidia just validated Arm’s PC architecture ambitions hard. 

$AAOI — Makes optical networking components (lasers, transceivers) for data centers and telecom.

$AOSL — Designs power semiconductors (MOSFETs, gate drivers) for consumer electronics and EVs.

$POWI — Makes energy-efficient power conversion ICs for appliances, IoT, and industrial use.

$GLW — NVIDIA partnership locks Corning into AI factory fiber supply; 10x US manufacturing capacity. 

$ANET — Capturing majority of 800G and 1.6T switch upgrades as AI clusters shift to open Ethernet-over-Fiber. 

$ON — No direct Computex presence found. ON Semi is a Computex spectator, not a headliner.

[Lin @Speculator_io]

Jensen literally told you where to invest.

This is his 5-Layer AI Cake:

Layer 1: Energy
$BE $GEV $PWR $AMPX $VICR $VST $NVTS $BWXT $CEG $UEC $CCJ

Layer 2: Chips
$NVDA $TSM $INTC $AVGO $AMD $ASML $ARM $MRVL $AAOI $AXTI $COHR $MU $SNDK $STX $OPTX $LITE $ICHR $AEHR $WDC

Layer 3: Infrastructure
$NBIS $IREN $CRWV $APLD $VRT $DELL $HPE $ORCL

Layer 4: Models
$GOOGL $META $AMZN $TSLA

Layer 5: Applications
$NOW $PLTR $DOCN $SNOW $NET $FSLY $INOD

[Lin @Speculator_io]

𝗧𝗵𝗲 𝗙𝗶𝘃𝗲 𝗟𝗮𝘆𝗲𝗿𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗔𝗜 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻

Layer 1: Energy
$UEC $BE $GEV $PWR $AMPX $VICR $VST $NVTS $BWXT $LEU $CEG

Layer 2: Chips
$NVDA $TSM $AVGO $AMD $ASML $ARM $MRVL $AAOI $AXTI $COHR $MU $SNDK $STX $OPTX $LITE $ICHR $AEHR

Layer 3: Infrastructure
$NBIS $IREN $CRWV $APLD $GLXY $ORCL $AMZN $GOOGL $VRT

Layer 4: Models
$GOOGL $META $NVDA $AMZN

Layer 5: Applications
$PLTR $DOCN $SNOW $PATH $NET $FSLY $PEGA $GOOGL $IDCC

[Trade Whisperer @TradexWhisperer]

$DRAM The ticker is misleading. Not because the holdings are wrong. Because the framework most investors are using to evaluate it is wrong.

At its core it covers memory and storage. But even those two words do not do justice to what is actually being captured here. They miss the intelligence entirely.

The right framework for the AI Inference era is Cognitive Capacity. How much can an AI think, reason, retrieve, and remember at any given moment. Not as a hardware specification. As an intelligence ceiling.
That ceiling is built on four tiers. G1 cache through G4 cache. And this single ticker covers all of them.

Here is what each tier does and who owns it.

G1 Tier HBM: The active thinking desk.
Every word you typed. Every word the AI is forming right now. All of it lives here in real time through something called KV Cache. KV Cache is the AI's active attention. It holds every piece of the conversation the model is tracking simultaneously. Bigger desk means more ideas stay in front of the AI while it thinks. The moment the desk fills up ideas fall off and the AI starts forgetting what you said earlier. Shorter answers. Shallower reasoning. Lost context.

SK Hynix. 60% global HBM market share.

$MU Micron. The US pure play.

Samsung. HBM3E yield challenges but catching Up. Potentially HBM4 leader.

G2 Tier DRAM: The overflow desk.
When the main desk fills up work spills here. Model weights live here during active inference. Still faster than anything below it. But the AI has to reach further. Every millisecond of extra reach is throughput the GPU never gets back. The latency gap between G1 and G2 is real and costly at scale.

$MU Micron. DRAM is the core business. SOCAMM2 leader. Potentially 3D DRAM too.

Samsung. Largest DRAM producer by volume globally.

SK Hynix. Strong DRAM portfolio alongside HBM leadership.

Nanya. Commodity DRAM. No HBM roadmap. Serves cost sensitive markets.

G3 Tier NAND: The reference library down the hall.
This is where RAG lives. RAG stands for Retrieval Augmented Generation. When the AI needs to answer something beyond its active context it reaches into an external knowledge base and pulls relevant information back into the response in real time. Think of it as the AI pausing mid thought to look something up in a filing cabinet and continuing the answer with that new information folded in. Every enterprise AI chatbot answering questions about internal documents runs on RAG. The speed and density of NAND determines how fast and how rich that retrieval is. Slower NAND means the AI waits. Waiting means higher cost per token.

$SNDK SanDisk. Pure NAND play. Enterprise SSD leader.

Kioxia. Joint venture partner with SanDisk on NAND wafer supply.

$MU Micron. Samsung. SK Hynix

G4 Tier HDD: The warehouse across town.
Cold storage including cold RAG. The AI does not touch this during a live conversation. But every model ever trained was built from what lives here. Raw training data at petabyte scale. The entire internet. Common Crawl. Books. Code repositories. Video and image datasets for multimodal models. Pre processed training shards waiting for the next training run. Model version archives. Compliance logs. Backup snapshots of the entire AI infrastructure stack.

KV Cache has never lived here. Not once. The physics do not allow it. Spinning magnetic disk runs on microseconds. Active inference needs nanoseconds. HDD was never a candidate.

But hyperscalers are buying petabytes of HDD capacity to store the raw material AI was built from and will keep being built from. That is a real and growing thesis.

$STX Seagate. Pure HDD. Scaling HAMR technology for high capacity AI data lake storage.

$WDC Western Digital. Pure HDD now. HAMR drives targeting 36TB and 44TB configurations for hyperscale AI storage.

AI Inference needs all four tiers firing simultaneously every single time an AI responds to you. Agentic AI raises the stakes even higher. An AI agent does not answer one question and stop. It plans across multiple steps. It holds context across long running tasks. It retrieves external knowledge mid execution. It writes results back. Every step of that loop stresses a different tier of the memory hierarchy. Run out of G1 and the agent loses the thread mid task. Wait on slow G3 retrieval and the agent burns cost per token sitting idle.

That is what makes $DRAM one of the most fitting ETFs ever constructed for the AI Inference and Agentic AI era. $DRAM covers the entire stack.

Long DRAM, I mean Long AI Inference and G1-G4 Cache/Context.

[Bilaal- BD investing @bdinvestingg]

5 ETFs Dominating AI, Power, Space & Robotics

$DRAM — Invests in memory chip companies. Bets on the companies storing and moving AI data faster than ever.

$NLR — Invests in nuclear energy. Bets on uranium miners and reactors powering the AI electricity boom.

$NASA — Invests in space companies. Bets on satellites, rockets, and the businesses building the space economy.

$HUMN — Invests in robotics and AI. Bets on companies building the physical robots that will replace human labor.

$EUV — Invests in semiconductor equipment. Bets on the machines that print the world’s most advanced chips.

$SMH — Invests in semiconductors broadly. Bets on the companies designing and manufacturing the chips powering everything.

$GRID — Invests in electricity infrastructure. Bets on the companies upgrading power grids to handle surging energy demand.

[Aadit Sheth @aaditsh]

Andrej Karpathy shares a 3-step blueprint on how to master anything

[V Muraleedharan / വി മുരളീധരൻ ( Modi Ka Parivar) @VMBJP]

Despite the Centre’s directive to sing Vande Mataram in full at functions attended by the Hon. Governor, it was not followed in the Kerala Assembly.

This is an insult to the Hon. Governor, Lok Bhavan, and the national song in its 150th year.

The government’s decision clearly reflects its willingness to bend to the positions of Jamaat-e-Islami and the @cpimspeak, who question the place of Vande Mataram in public life.

@vdsatheesan must clarify since when Congress became uncomfortable with Vande Mataram, first sung at the 1896 session of the Indian National Congress.

Strongly condemn this disrespect to our national heritage.

@PMOIndia @AmitShah @NitinNabin @BJP4India @BJP4Keralam

[Mithun Sasidharan @mithun_tweets]

@addheeraj IUML clearly conveyed their preference for VD Satheesan for the CM post to the Congress high command (Onmanorama) — Satheesan was their stated first choice, not a fallback. Notwithstanding, they have no say in the congress matters yet they got Congress to surrender.

[Mithun Sasidharan @mithun_tweets]

@addheeraj IUML never gave any backup option to High Command as far as what's available in public information. What's out there is that they were strongly backing VD as the only choice which is why it took high command so long and finally surrender.

[Mithun Sasidharan @mithun_tweets]

@Hidamx0 does he have to get it a 85$ in 2026 itself? If so worth holding?

[Mithun Sasidharan @mithun_tweets]

@addheeraj VM leading by 265 votes now