Rumor: Micron’s labor union in Taiwan is reportedly considering a strike over bonuses that are less generous than those offered by Samsung and SK hynix.
I have reached out to Micron’s IR team regarding the matter and will provide an update as soon as I receive a response.
$MU
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<One of the themes I am most excited about in the coming months is the increase in value for high quality unique data.>
Too many people overlook this.
Sanrio is up a whopping 50% since I posted about it. Not trying to do a victory lap at all but just pointing this out to everyone to show the value of diversification outside of the semiconductor sector.
Although that is where a lot of the hype is right now it’s also where the most leverage is and is increasingly difficult to find alpha. If the AI revolution is real it shouldn’t just benefit the hardware layer but migrate up to cloud companies, services, and eventually even the customers themselves! With the recent drama I implore you all to start to be more creative and think outside of the box 📦
One of the themes I am most excited about in the coming months is the increase in value for high quality unique data. We’ve already seen the start of this with Getty Images but more licensing deals should come that should truly change the outlook on these businesses !!!
Happy hunting everyone, and have a great weekend you all deserve some much needed rest !
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Sanja Fidler, vice president of AI research at NVIDIA, announces she is leaving the company. Big loss.
"World models is where the next breakthrough lies, and it is around the corner."
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Over the last year and a half, I've tried this Turing test prompt on every AI video model.
Shockingly, none have succeeded - until today.
Congrats to the @Hailuo_AI team on MiniMax 3, which can officially write "Hi" on a chalkboard.
And it's open source!
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🚨 Nearly $1 TRILLION wiped off US stocks in 40 minutes after Reuters reported a possible intervention by the US in the YEN market.
The S&P 500 was up 0.70% on the day and had added $540 billion to its market cap.
Then it crashed 1.20% in just 40 minutes, wiping out $920 billion after the Reuters report.
Yes carry trade is now unwinding in real time.
Hundreds of billions were borrowed in cheap yen and put into US stocks, and a stronger yen forces those positions to close.
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Open Source is winning bigly
Tokens will be 100x cheaper in 24 months
You’re going to run 50% of tokens on your local hardware unmetered
@Dell, @nvidia and @Apple are the big winners in this trend
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Gave a random doodle to Kimi K3, Fable 5, Opus 5, GPT-5.6 Sol and asked them to finish the drawing 🎨
The only rule: make it as creative as possible.
Here are the results 👇
Which one do you like most?
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Zhipu is also considering developing its own chip!
If that happens Europe is officially fucked.
Startup idea: involuntary blood donation robot mosquitos
HY3’s training framework isn’t a renovation — it’s more like tearing the whole house down and starting from scratch. So yeah, naturally there are plenty of issues. But looking at how well GLM 5.2’s post-training turned out, I’d say there’s a lot to look forward to with HY3’s next iterations.
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JUST IN: Jim Cramer says he thinks OpenAI wins against Elon Musk
JUST IN: 🇵🇰🇸🇦 Pakistan deploys jet squadron, 8,000 troops, and air defense system to Saudi Arabia under defense pact.
@imnotharsh we "don't know" the strikes...
CORRECTED: Leopold 13F Option analysis
My friend @imnotharsh informed that 13F does not include short option position. So therefore, we can assume all the legs, common are laid out like this.
The only reasonable conclusion is that he was doing a strangle position with bias toward down direction. We know the strikes so it's hard to estimate exactly. Based on contract sizing, dollar value, he is likely underwater for these as $MU moved up a lot recently.
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Samsung, Union Resume Talks After Labor Action Scare; Goldman Says "Korea: Buy"
