Attorney and Native Land Pod cohost Angela Rye is apologizing to the creators she hurt with her viral “you ain’t even worked in City Hall” comments. But when it comes to Detroit creator Brandi Thee Millennial Manager’s watch party claim, Rye isn’t backing down one bit.

Nvidia $NVDA CEO Jensen Huang says a 1 GW AI factory can cost ~$50B and generate ~$40B in annual revenue. Nvidia says DSX POD can cut deployment at a prepared site from six months to as little as 14 days. NVIDIA Newsroom (Via @StockSavvyShay, Original source: @firesidealpha)

Is anyone coming to WNA 2026? I'm booked at The Beaumont Mayfair for two nights starting Wednesday. Rolling in with the rest of my pod—clueless on the nukes/yellowcake space, but great vibes all around. If any of the U crew wants to carve out time to grab a drink and talk book, please hit me up.

This Is What the Chip Happened to Semiconductor and AI Investors Today! NVIDIA $NVDA expands the supply chain: At GTC Berlin, NVIDIA outlined partner plans for 2.5× substrate capacity over three years. Amkor $AMKR plans to increase South Korean interposer-wafer capacity by more than 300% by end-2028, while SPIL targets 15× optical-engine manufacturing capacity by mid-2027. NVIDIA also plans twice the testing capacity in 2027 versus 2026, including a $1.1B capacity-reservation advance supporting new U.S. facilities. Its DSX POD containers arrive integrated, cabled, piped and tested. NVIDIA says deployment can fall from six months to as little as 14 days at a prepared site with power, cooling and networking ready; worldwide partner availability is planned for early 2027. Meta $META pairs ad growth with a bigger AI buildout: Q3 revenue reached $64.60B, up 26%, versus the $63.37B LSEG estimate reported by Reuters. Ad impressions rose 10% and average ad prices increased 14%. Zuckerberg said more than 10M users in the U.S. and Canada had set up Muse agents in about six weeks, with approximately 25% using them on a given day. Transaction fees and additional subscriptions remain planned monetization routes. Full-year capex guidance, including finance-lease principal payments, narrowed to $135–145B from $130–145B. GAAP EPS was $3.83, including a $9.89B legal-agreement charge; removing that charge alone would put EPS at $7.40. Q4 revenue guidance is $73–76B. Lam Research $LRCX sees a larger equipment market ahead: September-quarter revenue reached $8.22B, up 22% sequentially, with non-GAAP EPS of $2.20 versus the $8.14B and $2.17 consensus reported by EarningsWhispers. Systems revenue rose to $5.73B from $4.25B, while customer support and other revenue was nearly unchanged at $2.49B. December-quarter guidance calls for $8.60B ± $400M in revenue and $2.33 ± $0.15 in non-GAAP EPS. Management’s preliminary wafer-fabrication-equipment outlook exceeds $200B for 2027, versus the mid-$150Bs for 2026. That is an industry-spending forecast, not booked revenue, and supply and cleanroom timing could delay shipments. Tesla $TSLA grows storage deployments, but energy revenue falls: Tesla deployed 13.7 GWh of energy storage in Q3, up 10% year over year, while energy revenue fell 16% to $2.881B. Its 33.1% energy gross margin benefited from tariff refunds and warranty reimbursements, so that margin should not be treated as a clean ongoing run rate. Across Tesla, revenue was $28.05B and non-GAAP EPS was $0.48, versus $28.34B and $0.45 in Tesla’s pre-release compilation of analyst estimates. Free cash flow reached $1.53B, with operating cash flow of $6.26B and capex of $4.73B. Tesla also plans 400 MW of training compute by year-end for vehicle and humanoid autonomy software. Micron $MU maps its next memory ramps: Micron’s October 21 technology presentation targets second-half 2027 ramps for 1-delta DRAM and G11 NAND. G11 targets approximately twice G9’s bit density, using more than 400 layers and wafer-on-wafer bonding. The presentation also places 3D DRAM in development on a directional roadmap without a launch date. The 2027 timing belongs to the planned 1-delta and G11 ramps, not a confirmed 3D DRAM launch.

Does this SEVERELY hurt the memory trade? $MU $DRAM $SKHY During the latest @moonshots_pod clip, Immad said, "The US blocked faster Chinese silicon, so they built around cheap DRAM. DRAM got expensive, so they invented around it. A stealth “01” model was GLM on new @Huawei chips. Memory is ~50% of spend and you can’t just upgrade it. In a couple of months, at their pace, those models won’t need much memory. Here's the rub. I don't know if this is true, or just a narrative being pushed by the Chinese government, but either way it could be damaging to the memory sector's price action + I don't love the charts I'm look at either. So, MAYBE it's best to be prepared for a damaging narrative over the short term either way? If anyone finds anything to counter this narrative, please let me know.

News Flash. Job Alert. @the_pod_cafe are looking to appoint a new Cafe Coordinator. All the details are in the link. #cultivateconnectchange# #vegans# #socialeating#