Simson Situmeang

Part of the universe. Just like you.
Interested in Software Engineering and Sports. ASML.

[Simson Situmeang @pakcom]

@elonmusk @NUnl See you next week!

[Simson Situmeang @pakcom]

I can't wait for it. @elonmusk

[Bloomberg @business]

Elon Musk will virtually attend a closed door technology conference run by ASML to discuss his Terafab project, which the chip-equipment maker considers a “serious endeavor.” https://t.co/uuYSQeFXbz

[Investing visuals @InvestingVisual]

Leopold Aschenbrenner's top 10 long positions as of today:

1. $NBIS 35%
2. $SNDK 15%
3. $BLOOM 13%
4. $CRWV 9%
5. $MU 6%
6. $IREN 5%
7. $CORZ 5%
8. $TSM 5%
9: $APLD 4%
10. $INTC 2%

[Morning Brew ☕️ @MorningBrew]

Semiconductor stocks, YTD

• Sandisk +482.4%
• Intel +201.4%
• Micron +128.4%
• Arm +115.8%
• Marvell +99.5%
• AMD +93.6%
• ASML +43.2%
• TSMC +36.3%
• Broadcom +21.8%
• Qualcomm +13.6%
• Nvidia +9.9%

Chips are never down.

[Basil the Great @BasilTheGreat]

🚨NEWS: There is a media blackout in Spain after a ‘woman’ had her throat sliced open in broad daylight by an ‘unknown man’ in Barcelona 🇪🇸

Locals are saying on social media the ‘woman’ was in fact a 15 year old girl and the ‘man’ was a migrant

Awful

[Miles | Expired Film Club @expiredfilmclub]

Did I cook? (Check the replies)

[Investing visuals @InvestingVisual]

$ASML Q1 2026 earnings:

• Revenue: €8.77B vs €8.65B est.
• EPS: €7.15 vs €6.64 est.
• Gross Margin: 53.0% vs 52.0% est.

Outlook Q2
• Revenue: €8.4B-€9.0B vs €9.1B est.

Outlook 2026
• Revenue: €36B-$40B vs €37.68B est.

[Simson Situmeang @pakcom]

Late breakers? Not anymore 😅

[Simson Situmeang @pakcom]

@JunianDev Atau bisa jadi bahan cocoklogi

[Aakash Gupta @aakashgupta]

The machine that built the chip in this video should mass-humble every human who's ever lived.

ASML's latest EUV lithography system costs $370 million, weighs 180 tons, and requires three Boeing 747s to deliver. It contains over 100,000 individual parts from 5,100 suppliers across 14 countries. It shoots 100,000 molten tin droplets per second with a laser, superheating each one past the temperature of the sun's surface to generate light at a wavelength so short that no natural material on Earth can focus it.

So they had to invent new mirrors. Each one is polished with 100 alternating layers of molybdenum and silicon. The surface tolerance is so extreme that if you scaled a single mirror up to the size of Germany, the tallest imperfection would be 1 millimeter.

Those mirrors took 20 years to develop. The company that makes them, Zeiss, had to build entirely new metrology tools just to confirm the mirrors were flat enough, because no existing measurement instrument on Earth could verify the precision they needed.

The machine prints features at 2 nanometers. That's roughly 10 atoms wide. A human hair is 80,000 nanometers. A red blood cell is 7,000. A single COVID virus particle is 100. These machines are etching functional circuits 50 times smaller than a virus.

TSMC is now mass producing 2nm chips in a Kaohsiung fab so large the cleanroom is twice the size of any competitor's. Each 2nm wafer costs $30,000 to produce. The entire 2026 production run was booked before a single chip shipped. Apple, NVIDIA, AMD, and Qualcomm all reserved capacity years in advance. TSMC is spending $28.6 billion just to build enough fabs to meet demand for this one node.

The chip that comes out of this process is smaller than a fingernail, runs on less power than a light bulb, and contains transistors that wrap gates around nanosheets of silicon only a few atoms thick.

The raw material it started as was sand. The sand cost a fraction of a penny. The civilization that processed it into this started by banging rocks together.

[Tirii @tirii_f1]

For decades f1 has been bragging to other motorsport series that its the pioneer, the pinnacle of motorsport.

Things started going south when f1 started only caring about the investors and political correctness rather than the core fundamental, the fans.

Now everyone is taking their turn ridiculing and making fun of once a giant of motorsport. Sad what this sport had become.

[Aakash Gupta @aakashgupta]

The comparison sounds clever on an Accenture slide. It falls apart the second you check the history.

Edison spent years studying gas lamps, arc lamps, and every existing illumination technology before building the lightbulb. His key breakthrough, a carbonized bamboo filament that lasted 1,200 hours, came from testing 3,000 materials across 14 months of continuous iteration. He didn't skip the candle. He studied every candle ever made and then built something better.

The iPhone was a continuous improvement of the Palm Pilot, which was a continuous improvement of the Newton, which was a continuous improvement of the Psion Organizer. Google was a continuous improvement of AltaVista. Tesla was a continuous improvement of the GM EV1.

The consulting version of innovation sounds like "think different and skip the boring work." The actual version is "study every existing solution until you understand the constraints so deeply that the next step becomes obvious."

Accenture charges $500/hour to show this slide to Fortune 500 executives. The companies that actually build the next electric light are in the lab running experiment 2,999.

[Simson Situmeang @pakcom]

@Quality_stocksA Only $NVO

[Simson Situmeang @pakcom]

Arjen Robben+ Turn Left

[Pepsi @pepsi]

name a better combo than Pepsi + pizza. we’ll wait.

[The Future Investors @ftr_investors]

$ASML ASML secured its largest disclosed order ever: SK Hynix will buy $8B of EUV machines through 2027 to ramp advanced memory chip production 🚀

[Simson Situmeang @pakcom]

Finally a proper car racing

[Verstappen News @verstappenews]

MAX IS PAST HAASE FOR THE LEAD!!!

[Simson Situmeang @pakcom]

I knew this thing will show up 😅

[s @statutos__]

🚨🚨 SULLEY MUNTARI’S GOAL VS JUVENTUS IN 2012 HAS BEEN ALLOWED AFTER REVIEW

AC MILAN ARE 2011/2012 SERIE A CHAMPIONS

[Simson Situmeang @pakcom]

@JunianDev My team made 2 short movies at work with DaVinci Resolve. Great app 👍

[Rob Roos 🇳🇱 @Rob_Roos]

In 2018 I argued we needed more nuclear power. I was labelled a “climate denier.” No debate, just cancellation.

Today our unelected leaders spend more time fixing the consequences of their own bad policies than planning for the future.

Lacking vision and expertise, they rely on WEF billionaires, corporations and lobbyists to steer policy.

https://t.co/zdTYUcoGFa

[Simson Situmeang @pakcom]

Crazy time

[Kalshi Finance @Kalshi_Finance]

Amazon just confirmed 16,000 layoffs but sources inside are telling me the real story is so much worse

Word from three different VPs: the 16K number is just "Phase One" - internal docs show another 14,000 cuts planned for Q2

A director in AWS walked me through their new "efficiency matrix" - entire teams being replaced by 2-3 senior engineers running Claude Sonnet workflows

The Alexa division got completely hollowed out. 847 engineers two months ago. 23 remaining after this week. All hardware development moved to a Bangalore team of 31 contractors with Cursor access

Here's the sick part: they're making the outgoing engineers document their entire decision-making process into "knowledge transfer sessions" that are being recorded and fed directly into training datasets

One L7 told me he spent his final two weeks creating detailed prompt libraries and workflow documentation. Thought he was being helpful for the transition

Turns out he was literally training the AI agent that replaced his entire org

The contractors offshore are using his exact prompts and shipping features 40% faster than his old team of 12 Americans ever did

Internal Slack shows leadership celebrating "operational excellence" while badges get deactivated in real-time

They're calling it "right-sizing for the AI era" in the all-hands

But the P&L sheets I'm seeing show $280M in salary savings this quarter alone

The knowledge extraction is complete

If you're still at Amazon and haven't started job hunting, you're already dead