Nvidia got FAFOed multiple times with Rubin/Rubin Ultra design
- They pushed for higher pin speed HBM4, but Micron's & Hynix's base die were subpar, so they had to change plans & face delays (lower pin speeds)
- They pushed for a quad die Rubin Ultra design, yield and warpage issues forced them to switch to 2 die and 2+2 die MCM design
- They pushed for 16 Hi HBM4E for Ultra, yield issues forced them to come back down to 12 Hi
- They pushed for a dual profile 2.3kW/1.8kW Rubin, but indium-graphite TIM was unstable and now they are switching back to graphite TIM
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Aletheia's Warren Lau's $NVDA channel checks suggesting Rubin delays on heat-spreader redesign:
Evanescence Finds ‘Sanctuary,’ Extends World Tour
🚨 NOW: Treasury Sec. Scott Bessent just went maximum economic FAFO, FREEZING $130 MILLION in funds tied to the Central Bank of Iran
🔥🔥
"Today, Treasury’s Office of Foreign Assets Control sanctioned multiple wallets tied to the Central Bank of Iran, resulting in the freeze of over $130 million."
"We will continue to aggressively follow the money and deny the Iranian regime access to the proceeds of its illicit revenue schemes."
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🚨 JUST IN: Footage unveiled of President Trump launching nearly a DOZEN STRIKES against Iran
The FAFO President!
“U.S. Navy and Air Force fighter jets conducted strikes tonight on 10 Iranian military targets at multiple locations in and near the Strait of Hormuz for Iran's drone attack on M/T Kiku.” — CENTCOM
🔥🔥🔥
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🚨 BOOM: THE UNITED ARAB EMIRATES JUST LAUNCHED STRIKES INSIDE IRAN
The UAE is bringing full FAFO after Iran kept attacking them 🔥
This is HUGE!
"Forces from the United Arab Emirates are carrying out military strikes inside Iran. Fox is told that the UAE forces are DIRECTLY engaged inside the Islamic Republic and have been for several days."
"This comes after Iran launched dozens of missiles and drones at the UAE during the conflict."
They keep poking the bear.
The Gulf nations are uniting behind Iran! 🇺🇸🇦🇪
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🚨 WOW! Spanish citizens are FED UP, they are now springing into action, HUNTING African invaders in Ceuta and TACKLING them so police can deport
MORE FAFO! 🔥
Spain needs a surge in remigration! 🇪🇸
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🚨 JUST IN: Iran has just STRUCK a commercial ship in the Strait of Hormuz after President Trump's warnings against it — Axios
Iran is claiming to CLOSE the Strait.
Iran should PREPARE FOR FAFO 🔥
47 will NOT take any more bullsht from the gay ayatollah and the mullahs.
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🚨 UPDATE: New York Times reporters have been SUBPOENAED after reporting that President Trump had to change to the old Air Force One in Turkey due to security reasons, NYT claims
FAFO. FIND THE LEAKER!
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🚨 WOW! Iran is reeling, President Trump and the US military struck a RAILWAY BRIDGE tonight — Axios
Trump has previously said he could go HARD against Iranian infrastructure if they keep FAFOing.
Two bridges were slammed by cruise missiles, per Axios
The TRUE bridge and power plant day has not even close to begun yet 👀
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🚨 JUST IN: SecWar Pete Hegseth is now expected to meet in ISRAEL with Netanyahu and Israel Defense Minister Katz, as President Trump launches strikes against Iran while in Turkey — CNN
That is NOT something Iran wanted to hear 👀
47 is now sending out the SecWar.
EVEN MORE FAFO is waiting...
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