Curated Picks

82 events · latest Aug 17, 2026

All events Feed

Tickers

Aug 17 Tweet SemiAnalysis on Google's TPU interconnect: 2D torus to 3D torus and what it buys

Aug 17 Tweet Memory bull consolidation: 2027 DRAM and HBM capacity reportedly sold out MU SNDK

Aug 17 Tweet Chinese chip industry revenue +22% YoY to a record $245B

Aug 17 Tweet APP channel check: a former AppLovin employee on the ad-model moat APP META GOOGL

Aug 17 Tweet Anthropic run-rate passes $65B ahead of its IPO - up sevenfold in seven months

Aug 15 Pick CME and Silicon Data will list GPU-rental futures on October 5 CME NVDA

Aug 13 Pick Viks Newsletter — where copper and optics still contradict each other

Aug 13 Tweet Photon Capital — COHR’s AI mix and InP capacity ramp COHR

Aug 13 Pick Bloomberg — Chicago joins the data-center moratorium push

Aug 12 Pick The photonics desk's COHR scorecard: $2.05B at the top of guide COHR CIEN NOK +1

Aug 11 Tweet The Kobeissi Letter — memory is now the tape: NVDA, MU and SNDK are three of the four most-traded US stocks NVDA MU TSLA +1

Aug 11 Tweet SemiAnalysis — TileRT compiles the whole model into one persistent GPU kernel, claiming 1.9x decode interactivity on the same Blackwell chips NVDA

Aug 8 Tweet Winston (ChurchillWw) — a Mountain Pass-to-Fort Worth rare-earth magnet is now in an automaker's qualification process MP

Aug 8 Tweet Serenity (aleabitoreddit) — White House puts real dollars behind critical-minerals names: WWR, SRL, FEAM, HREE WWR SRL FEAM

Aug 8 Tweet Serenity (aleabitoreddit) — AAOI's earnings call says China is years behind on CPO lasers, and AAOI itself is capacity-out of first-gen CPO AAOI SIVEF LITE +2

Aug 8 Tweet IPO Newsroom — NVIDIA is putting up to $3B into the Blackstone-backed firm that owns the land under Stargate NVDA BX

Aug 8 Tweet Gaurab Chakrabarti — sulfuric acid for copper leaching has roughly doubled since February

Aug 8 Tweet Gaetano (crux_capital_) — the market sold off the wrong optical name: his bull case for why AXTI's China selloff is negotiating leverage, not a real ban AXTI AAOI COHR +1

Aug 6 Tweet The Kobeissi Letter — record 4.0M S&P 500 call volume as put/call skew posts its biggest two-day drop since 2017 SPY VIXY

Aug 5 Tweet Gavin Baker on Invest Like the Best — no slowdown on the ground: old GPUs repricing up, the memory war, and who funds the buildout NVDA MU SNDK +1

Aug 4 Tweet Zephyr — AMD's 'Venice beats Vera by 20%' claim points at a chip missing from AMD's own price list NVDA AMD

Aug 4 Pick Odd Lots — tungsten mining as a century-old prediction market for war

Aug 4 Tweet MarkosAAIG — Samsung's HBM4 base die is a foundry advantage rivals can't copy 005930.KS

Aug 4 Tweet KawzInvests — hyperscalers' $270bn debt raise is backed by $7 of signed backlog per $1 borrowed MSFT ORCL GOOGL +1

Aug 4 Tweet Gaurab Chakrabarti — no US forge can build the heart of a large nuclear reactor

Aug 4 Tweet Gaurab Chakrabarti — Iran-linked hackers targeted pressure setpoints at 30+ Minnesota water utilities

Aug 4 Tweet ChurchillWw — ZEISS is expanding all three of its main German optics plants at once ASML

Jul 31 Tweet @gabriel_horwitz — Korea's 'ants': the generation that turned the stock market into its housing fund EWY

Jul 31 Tweet @fintergirl — Korean retail's 2x inverse SK Hynix ETF lost ~60% in one day when the squeeze snapped back EWY SKHY

Jul 28 Tweet zephyr_z9 — China's chip-export jump traces to Korean-owned fabs, not indigenous mature-node output HY9H.F

Jul 28 Reddit r/stocks — CXMT's IPO pop doesn't touch SK Hynix's actual HBM thesis HY9H.F

Jul 28 Tweet crux_capital_ — the photonics buildout isn't over, even at the height of fear LITE GLW COHR +2

Jul 28 Pick AXT — Tongmei withdraws Shanghai STAR IPO bid, pivots to Hong Kong listing for InP business AXTI

Jul 26 Reddit u/rdh2dmd — Samsung, SK Group seal $950B in AI deals with Nvidia and Broadcom NVDA AVGO 005930.KS +1

Jul 26 Reddit u/app1310 — Short sellers notch $15.5B profit as SpaceX slides below its IPO price SPCX TSLA

Jul 26 Reddit u/aperartnft — Alphabet's 82% cloud growth got sold anyway; capex guidance is why GOOGL TSLA

Jul 26 Tweet ParadisLabs — LPKF Laser H1: ugly headline numbers, more nuanced underneath LPK.DE LPKFF

Jul 22 Reddit u/aperartnft — NVDA's 9.3% Nebius stake: guaranteed customer or circular financing NVDA NBIS

Jul 22 Pick Alphabet Q2: $44.9B quarterly capex, $180-190B FY guide, 2027 'significantly increases' GOOGL NVDA CEG +1

Jul 22 Pick ADATA chairman: DRAM shortage lasts another 10 years, 'AI bubble talk can wait until 2040' MU SNDK

Jul 20 Pick Semafor — the AI memory shortage is going geopolitical MU SNDK

Jul 20 Pick CNBC — Seoul's leveraged retail is the forced seller under the memory crash

Jul 20 Pick ChinaTalk — will Xi license, lock down, or let frontier models rip?

Jul 20 Pick Bloomberg — shipowners offer six months' extra pay to sail Hormuz USO BNO

Jul 20 Pick Bloomberg — BlackRock readying $12B+ of bonds for a Meta data-center campus META

Jul 19 Pick Semafor — Iran ceasefire is formally dead; 16 US troops killed as strikes resume

Jul 19 Pick Doomberg — 2025 was China's solar high-water mark TAN ICLN

Jul 19 Pick Bloomberg — CPC halts Black Sea oil loadings after drone strike USO BNO

Jul 18 Tweet SemiAnalysis: K3's linear attention is bullish, not bearish, for NVIDIA/HBM/networking NVDA MU

Jul 17 Tweet SemiAnalysis — AMD Helios vs NVIDIA Vera Rubin: double-wide racks and where the rack-level constraints bite

Jul 17 Pick Semafor — Kimi K3 threatens AI business models, not AI compute NVDA

Jul 17 Pick MarketWatch — Meet Kimi K3, the newest Chinese AI model haunting Silicon Valley

Jul 17 Pick CNBC — The best energy stocks as two major conflicts keep oil elevated

Jul 17 Pick CNBC — Chinese AI has leveled up, and the open-weight shift is the story

Jul 17 Pick ChinaTalk — China's Mythos Moment: how Beijing responds when a Chinese lab reaches the frontier

Jul 16 Tweet Winston (@ChurchillWw) — PJM capacity auction clears at $325/MW-day, still ~7GW short

Jul 16 Tweet Winston (@ChurchillWw) — four US microreactors hit first criticality in five weeks

Jul 16 Pick Viks Newsletter — Lasers for CPO/NPO, Part 1: how the InP DFB laser works and where it hits a wall

Jul 16 Pick Sherwood — General Fusion debuts on the Nasdaq, putting a fusion moonshot on the public tape

Jul 16 Pick Odd Lots — NY Governor Hochul on her one-year data-center moratorium

Jul 16 Pick Nutty — Investor's Handbook III: Substrate, where glass packaging starts getting paid

Jul 16 Pick Doomberg — Artificial Bloom: rare earths, short sellers, and Chinese competition

Jul 15 Pick Stripe & Advent bid $53B for PayPal — payments consolidation goes big PYPL

Jul 15 Pick SK Hynix options launch — but peers are stealing the memory thunder MU SNDK

Jul 15 Pick New York becomes first US state to ban new AI data centers GEV VST

Jul 15 Pick Goldman Sachs & JPMorgan emerging as AI winners JPM GS BAC

Jul 15 Pick DTCC pilots tokenized settlement with Vanguard, BlackRock, JPMorgan JPM

Jul 13 Pick Wonderful at a Fair Price — 'Micron Stock and the $26.5 Billion Tell' MU SNDK SKHY

Jul 13 Tweet Semiconductor Insider — Korea Investment Securities cuts SK Hynix 2026-27 operating profit 9-11% on HBM4 ramp delays MU SNDK EWY

Jul 13 Reddit r/wallstreetbets — Meta's Louisiana data center to surpass $250B price tag META GEV VRT +1

Jul 13 Reddit r/stocks — TSMC reports 68% surge in June revenue TSM NVDA MU

Jul 13 Reddit r/stocks — SK Hynix tumbles 15% in Seoul AFTER a record Nasdaq ADR debut ($26.5B, 7x oversubscribed, ADR +13%) SKHY MU SNDK +1

Jul 13 Tweet P Equity Research — BofA: memory indicator near record highs (183 vs past peaks of 120-130), super-cycle intact MU SNDK

Jul 13 Tweet Jukan — NVIDIA's NDR: memory shortage expected to persist for several years MU SNDK NVDA

Jul 13 Tweet Global Markets Investor — KOSPI -9%, trading halted; SK Hynix -15%, its largest daily drop on record EWY MU SNDK

Jul 13 Discord Dumb Money Discord — the viral 'rideable floating duck' / porch-goose trend (Five Below) FIVE

Jul 2 Tweet @TheProfInvestor — sector rotation: Tech red → Healthcare/Financials leading (+ 25 bio names) UNH HIMS LLY +3

Jul 2 Tweet @ren_stocks — long $NBIS, doubled the dip: hyperscaler excess-compute neocloud thesis NBIS

Jul 2 Tweet @kawzinvests — defense trade reignites: $AVAV monster quarter (rev +15%, EPS +24%) AVAV

Jul 2 Tweet @crux_capital_ — the two real bear cases for the photonics supercycle (laser oversupply vs VCSEL-over-SiPh) CIEN AAOI COHR +1

Jul 2 Tweet @crux_capital_ — his 5 conviction Physical AI names (40-50% of book): OUST/AMBA/CGNX/AEVA/VPG/CCXI OUST AMBA CGNX +3

Jul 2 Tweet @ChurchillWw — the single-crystal turbine-blade duopoly (Howmet + Precision Castparts) HWM