picjedi

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@fiber_evm
@myosin_xyz

[Jukan @jukan05]

Samsung is reportedly in talks with AMD to manufacture CPUs through its foundry business, with mass production expected in 2028.

LFG!

[Evanss6 @Evan_ss6]

The Big Short taught a generation the wrong lesson: it microwaved them into romanticizing trying to monetize the red circles, when the real wealth came from surviving them and riding the green.

This is Michael Burry’s fault

[fiber @fiber_evm]

Having access to your money is not the same as owning it.

If a bank can freeze it, a platform can block it, or a government can restrict it, your control is conditional.

Real ownership means being able to hold, move, and use your assets without asking for permission.

[Za @ZaStocks]

Is the market remembering that $RDDT is the 6th most visited website on the planet, growing 60%+ per quarter with big margins, no debt, no capex, and likely to land huge renewed data deals with the biggest AI labs on Earth:

OpenAI, Google, and potentially Anthropic.

[Ben Steiner @BenSteiner00]

Vancouver has absolutely aced it for the World Cup.

This is 9:30pm on a Sunday when there was no massive game on TV or match on at BC Place.

Best World Cup city, by a kilometre.

[Forward Guidance @ForwardGuidance]

The asymmetric trade right now may now be dovish.

If rate hikes do not materialize, SOFR has to price them out. Even if Fed simply stays flat, that becomes a passive easing impulse.

The point is not that cuts must arrive immediately. It is that max hawkishness may already be in the price with two hikes.

[Za @ZaStocks]

The $RDDT CEO dropped another very telling quote the other day that I’m not seeing anyone mention.

“If you talk to any of the early engineers from any of the major LLMS, they’ll all tell you Reddit’s data was essential in their creation.

Reddit is the #1 most cited domain for AI across all models.

Our content is uniquely valuable to the AI ecosystem because it’s fresh, honest, and largely text-based. And this position still holds because the fresh part really matters: ongoing indexing is more valuable than static datasets.

As I said in Q1’26 earnings, I believe our conversations are like oil for this modern internet.

We’ve learned a lot over the last two years and those learnings should be reflected in future partnerships, including ways to make them more product-focused versus “data for dollars.”

I can’t get into specifics about deals or renewals, but can say that we fully understand the value we bring to the table.”

This is going to be remembered as one of the most egregious AI casualty mispricings when we look back a year or two from now.

[Jay Yoon @jaysyoon]

Folks who are calling the Anthropic news bearish for the AI trade are out to lunch. This is massively bullish because it accelerates sovereign AI buildouts.

Various European leaders already stated as such in this EuroNews report published just today:

https://t.co/Ro3logKLJD

I have also seen some folks on Twitter claim that the US government would likely restrict the export of GPUs and other chips if other nations accelerate the pace of their AI buildouts. This is also way off the mark. The only way this would happen is if the US felt that a nation was on the verge of surpassing the US AI models in capabilities. That is not likely to happen, and if it does happen, it would not happen for many years down the line given how far ahead of the pack the US (and China) are.

Put simply - The US government is not concerned about other nations increasing their ai capabilities, they are concerned about other nations EXCEEDING the US's ai capabilities & all of the national security and economic risks such a scenario would bring about.

We may dip early next week on FUD, but I would expect a DeepSeek like recovery as folks come to this realization.

In terms of stocks - This is bullish for semis in general. $NBIS also stands out as a notable beneficiary given its focus on open source models and strong presence in Europe.

[mono † @monosarin]

https://t.co/o0aRlZl35v

[Banana3 @Banana3Stocks]

$SPY $QQQ

This is the THIRD HIGHEST PUT VOLUME in 20 YEARS 👀👀

Higher than the Great Financial Crisis 🟣 😳

Higher than the Global Pandemic COVID 🔵 😳

Higher than the Japanese Yen Carry Trade 🟡 😳

Equal to Liberation Day 2025 which marked the bottom 🟡 around 10 million = June 5 2026, 10 million and June 9 2026, 9 million

[Sam Parikh @smartertrader]

Orcl cap ex up 20b lol. Very bullish for chips …

[The Transcript @TheTranscript_]

$AMD CFO: Visibility into future AI demand remains exceptionally strong

“Because the supply chain environment is really tight, customers really plan ahead. So we have a very good visibility into 2027 and beyond. I think our customers and ourselves, especially when you think about the data center investment, very large CapEx planning, very long planning cycle, they actually plan way ahead. 2027, we feel really good about both the visibility of the demand side and the visibility of the supply side.”

[Daniel Romero @HyperTechInvest]

$AMD to Reach Financial Targets Two Years Earlier

Bernstein’s Stacy Rasgon, previously skeptical on $AMD, now expects AMD to reach around $20 in EPS by 2028, which was originally AMD’s 2030 target

The main reason is not GPUs, but server CPUs, where AMD continues taking share from Intel while the server CPU TAM has expanded significantly

The key points:

AMD’s Data Center segment is now the main growth engine, with strong revenue growth, expanding server CPU share, and Lisa Su raising the long-term server CPU market opportunity from $60B to $120B

The GPU story is more complicated. Rasgon sees AMD improving from a marginal AI GPU player to a more relevant one, potentially reaching 10–11% share, but NVIDIA still dominates through CUDA

The conclusion is that AMD’s CPU business alone is now strong enough to support a much bigger earnings path, while GPUs are additional upside if AMD can close the software and ecosystem gap with NVIDIA

[Sam Parikh @smartertrader]

SO everyone says people selling stuff to buy space x 4x over subscribed....

BUT think diff that means 3x thepeople wont get it so they will haev to buy other techs

[Mike @MikeLongTerm]

$AMD| It is cute that Analysts/Experts actually believe that there are multiple winners on CPUs for Agentic AI where All current CPUs are 1/2-1/4 Core/Thread & Memory Bandwidth/Capcity of EPYC Turin that is 2 yr old. And they think these companies can actually compete with EPYC Venice.

@AMD is the biggest winner in Agentic AI. Period!

When Dr. Su said she wants more than 50% market share, she will get it done! Even Wall Street AMD Bears get this.

That Math ain't Mathing here.

[Jukan @jukan05]

TSMC was too naive from the start.

Intel is emerging as a serious competitor. TSMC has been extremely strict about preventing Samsung-designed chips from being manufactured at TSMC, so why did it allow Intel to manufacture chips at TSMC?

At this point, TSMC obviously has no reason to allocate CPU capacity to Intel anymore. Instead, it will—and should—actively allocate wafers to Intel’s CPU competitors.

[John Intel @intelfabs]

From JP Morgan
TSMC might allocate more capacity to AMD and Nvidia

cus $INTC is a foundry competitor

[Mike @MikeLongTerm]

$AMD shareholders just realized Revenue from just 2 customers( $META & @OpenAI= 4GW) in 2027 is already more than $AVGO entire year revenue. This is excluding $MSFT, $AMZN, $GOOGL, XAI, $ORCL, Softbank 5GW+ & EU, @AnthropicAI(cited by Citi analyst), LumaAI, G42... and other revenue segments.

And @AMD is trading at 41% of @Broadcom market cap, 21% of FY2027 P/S multiple, and less than half FY2027 P/E vs $AVGO.(Link below for PE PS comp among Semi stocks)

$AMD $474/share or $771B market cap
TTM P/S 23x | FY2027 P/S 4-6x
TTM P/E 170 | FY2027 P/E 18-20x

$AVGO $395/share or $1.87 Trillion market cap
TTM P/S 25-26x | FY2027 P/S 22-24x
TTM P/E 94x | FY2027 P/E 35-40x

AMD Bears are not ready for this, only @MikeLongTerm is!

Anaysts are still saying $AMD is much more expensive than $AVGO using outdated consensus from 2024/2025.

Not Financial Advice! DYOR!

[Jukan @jukan05]

Fun fact: NVIDIA uses AMD EPYC, not Intel, in its switch trays.

[fiber @fiber_evm]

Work has gone global.

But money is still forced through local, permissioned rails.

Slow wires. FX friction. Bank delays. KYC gates. Frozen accounts. Public wallet histories.

Stablecoins have opened a better path.

Fast, borderless digital dollars for global earners.

Now they need a wallet layer built for privacy, ownership, and freedom.