Spike

[Spike @simpleswingman]

@PatrickMoorhead You are just as ignorant !

[Spike @simpleswingman]

@PatrickMoorhead Spreading fud!

[Spike @simpleswingman]

@RihardJarc Gemini market share vs time

[Spike @simpleswingman]

@ai_for_success Gemini market share vs time

[Spike @simpleswingman]

@Similarweb Gemini market share vs time.

[Spike @simpleswingman]

@joecarlsonshow Couldn’t agree more!

[Spike @simpleswingman]

Super manipulative guy, single handily caused global DRAM price spike. Reports from late 2025 and early 2026 indicate this rumor is substantially true.
Multiple industry sources and tech publications have reported that OpenAI, led by Sam Altman, executed a massive and secretive procurement strategy that effectively cornered a large portion of the global memory market, directly contributing to the recent price spikes you are seeing.
Here are the specific details confirming the "rumor":
* The "Double Deal" Strategy: Reports confirm that on October 1, 2025, OpenAI signed separate, simultaneous preliminary agreements with both Samsung and SK Hynix. Crucially, neither company was reportedly aware that the other was signing a deal of the same massive magnitude. By negotiating separately and secretly, OpenAI prevented the manufacturers from realizing the true aggregate demand, which would have likely led to much higher initial contract prices.
* 40% of Global Supply: The scale of the deal is reported to be up to 900,000 DRAM wafers per month. Analysts estimate this volume represents approximately 40% of the entire global DRAM production capacity.
* Raw Wafers, Not Chips: Unlike typical deals for finished RAM sticks, OpenAI reportedly bought "undiced wafers" (raw silicon). This effectively removes the raw material from the market before it can even be made into standard DDR5 or HBM chips for other customers.
* Price Spike Cause: The removal of such a vast amount of future supply caused immediate panic in the semiconductor market. Competitors and hardware manufacturers (like PC and server builders) have engaged in "panic buying" to secure remaining inventory, driving spot prices up by estimated margins of 50% to over 150% in the weeks following the news.
This strategy is part of OpenAI's broader "Stargate" infrastructure project, aiming to secure long-term resources for massive AI data centers while simultaneously creating a "supply chain moat" that makes it difficult for AI competitors to scale their own hardware.
Sources:
* OpenAI's Stargate project to consume up to 40% of global DRAM output
* Samsung and SK Hynix to Supply 900,000 DRAM Wafers Monthly
* OpenAI's Stargate AI Could Eat 40% of Global DRAM

[Spike @simpleswingman]

OpenAI, reports from late 2025 and early 2026 indicate this rumor is substantially true.
Multiple industry sources and tech publications have reported that OpenAI, led by Sam Altman, executed a massive and secretive procurement strategy that effectively cornered a large portion of the global memory market, directly contributing to the recent price spikes you are seeing.
Here are the specific details confirming the "rumor":
* The "Double Deal" Strategy: Reports confirm that on October 1, 2025, OpenAI signed separate, simultaneous preliminary agreements with both Samsung and SK Hynix. Crucially, neither company was reportedly aware that the other was signing a deal of the same massive magnitude. By negotiating separately and secretly, OpenAI prevented the manufacturers from realizing the true aggregate demand, which would have likely led to much higher initial contract prices.
* 40% of Global Supply: The scale of the deal is reported to be up to 900,000 DRAM wafers per month. Analysts estimate this volume represents approximately 40% of the entire global DRAM production capacity.
* Raw Wafers, Not Chips: Unlike typical deals for finished RAM sticks, OpenAI reportedly bought "undiced wafers" (raw silicon). This effectively removes the raw material from the market before it can even be made into standard DDR5 or HBM chips for other customers.
* Price Spike Cause: The removal of such a vast amount of future supply caused immediate panic in the semiconductor market. Competitors and hardware manufacturers (like PC and server builders) have engaged in "panic buying" to secure remaining inventory, driving spot prices up by estimated margins of 50% to over 150% in the weeks following the news.
This strategy is part of OpenAI's broader "Stargate" infrastructure project, aiming to secure long-term resources for massive AI data centers while simultaneously creating a "supply chain moat" that makes it difficult for AI competitors to scale their own hardware.
Sources:
* OpenAI's Stargate project to consume up to 40% of global DRAM output
* Samsung and SK Hynix to Supply 900,000 DRAM Wafers Monthly
* OpenAI's Stargate AI Could Eat 40% of Global DRAM

[Spike @simpleswingman]

@rohanpaul_ai Note the weekday visits(peak) before holiday for ChatGPT. It means ChatGPT losing prosumers or work related users. ChatGPT probably lost more token usage than visits, which explains why its sudden pivoting to Enterprise.

[Spike @simpleswingman]

$OSCR This is a surprise. Compared to "this time last year" (December 2024, during the 2025 Open Enrollment), the landscape has shifted. While last year saw historic, record-breaking growth nationwide—driven by the "Red State Boom"—enrollment for 2026 is showing mixed results. Nationally, https://t.co/ERzTkA36lA enrollment is down slightly (approx. 3.7%), but several specific states you asked about (FL, TX, GA) are defying this trend and continuing to surge.

[Spike @simpleswingman]

Well, It’s because the merit of Gemini 3. Gemini 1.5 didn’t get much attraction. Microsoft Copilot has 300m+ users, can’t get much adoption. I was ChatGpt casual user for a year, didn’t feel need to be paid user. As soon as Gemini 3 came out, within a week, I became a paid pro user. Gemini has since become my thought partner, and helped me solve problems. I am a happy camper!

[Spike @simpleswingman]

The success of Gemini 3 will likely driving future demand for GCP, at expense of other hyperscalers. Gemini 3 will clearly impact OpenAI’s growth, making its promises for its future demand unlikely to materialize, which will impact $ORCL, $NVDA, and $AMD.

[Spike @simpleswingman]

A lot of chatters on TPU vs GPU, and $Googl selling TPU to $META. I think it is less consequential to $Googl. The key to $Googl’s success is the fundamental difference between Gemini 3 and other LLM models. Gemini 3 is Native Multimodal from the 1st training step. It didn’t just learn to read and then learn to see like other LLM models; it learned concepts by watching videos, hearing audios, and reading text simultaneously. It’s very resource intensive and very difficult for OpenAI and other companies to catch up $Googl at this point. It has huge implications on race be brain (OS) of robots. The market is betting on Google because of the success of Gemini 3.

[Spike @simpleswingman]

There is no such thing as sure bet, but the closest thing is $googl,$goog, for those who want to invest in AI for next 5 years. The difference between Gemini 3 and other LLM models is that Gemini 3 can see and understand things. $NVDA has ambition to be OS for robots. I think $Googl is likely to be the winner here. Gemini 3 shows that $Googl has talents, computing power, execution, distribution channels,and best models to be the dominant leader in AI.