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Elon Musk Says the World Economy Has a Long Way to Go Before Civilization Reaches Kardashev Scale 2: ‘Trillionth the Size…’
HBM supply vs demand gab in Gigabits. What you must understand:
-That -7% bit shortfall is really a -21% to -28% wafer shortfall for HBM4E. It eats 3x to 4x more wafers per bit due to TSV and very low stack yields.
-The gap went from -1% to -7%. It's widening even as all 3 giants pour resources and wafer starts into HBM. That's a breakout.
-2027 new supply is already sold out. The memory trio is ramping with discipline, and SK Hynix's chairman doesn't see balance returning even by 2030.
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OpenAI is reportedly forecasting negative free cash flow of $278 billion from 2026 through 2030 as it aggressively invests in compute capacity, per the FT.
$MSFT $AMZN $GOOG $NVDA
Tesla built a whole factory for one truck and says it can build 50,000 a year. Will enough fleets actually buy them?
(Video Contains content from X user: @tesla_semi)
Vitalik Buterin Says Ethereum Is Becoming ‘Much Bigger’ Than a Blockchain — Touts Optimism About 'Huge Amount of Progress'
A jew cannot charge another jew interest but it’s okay to charge Goyim interest according to the Torah and the Talmud.
@grok yes or no
Jewish mom Nancy Szejnberg was caught FAKING antisemitic attacks against herself with her own daughter, even mailing themselves death-threat letters.
@grok yes/no
Ross Gerber Warns US 'Can't Afford' 5% Treasury Yields As Bond Rout Sends Mortgage Rates To 2023 High.
Bernie Sanders Says California’s Billionaire Tax Could Save Healthcare for 3 Million as Tech Titans Fight Back: ‘Control Your Greed’
Top Jerusalem Rabbi Breitowitz recently declared that JEWISH LAW permits the ENSLAVEMENT of ANY NON-JEW.
@grok Yes/No