← Semi DopedTrade on Hyperliquid →Trade on Robinhood →Trade on Hyperliquid →Trade on Hyperliquid →
“Flash is becoming an increasingly important theme as DRAM’s price and lack of capacity fundamentally limits long-running agentic AI workloads.”
@Semi Doped
Flash-as-DRAM is the next big theme as DRAM price and capacity cap agentic AI workloads
AMDLONG@ $541.68
$482.97-10.84%
since call Jun 16
peak +2.6%
“Nvidia GPU radio-unit chips threaten Ericsson's purpose-built silicon moat, pressuring hardware sales and margins.”
@Semi Doped
Nvidia GPU radio-unit chips threaten Ericsson's purpose-built silicon moat, pressuring hardware sales and margins.
ERICSHORT@ $12.48
$9.95+20.28%
since call Jun 16
peak +24.4%
00:00LONG
“But the suppliers to this tech will start showing profits much earlier. Watch for Ibiden and Innolux.”
@Semi Doped
Innolux gains as TSMC's panel-level partner for glass-substrate AI packaging
TSMLONG@ $441.57
$394.95-10.56%
since call Jun 16
00:00LONG
“An important thing about VCSELs: they are based on GaAs, not InP. They are not subject to the same supply chain constraints as other optics tech today.”
@Semi Doped
VCSELs on GaAs can seize the AI scale-up optics TAM by escaping InP supply constraints
LITELONG@ $937.41
$723.25-22.85%
since call Jun 16
TIMESTAMPS
00:00
00:00
00:00
00:00