← Semi DopedTrade on Hyperliquid →Trade on Robinhood →Trade on Hyperliquid →
00:00LONG
“Motherboard ASPs collapse while RAM prices surge as hyperscaler HBM demand crowds out standard memory production.”
@Semi Doped · Vikram Sekar
YMTC hitting 13% NAND share is a shortage symptom, not price war; NAND is sold out at record prices.
SNDKLONG@ $2,146.56
$1,235.00-42.47%
since call Jun 23
“Behind-the-meter gas becomes the hyperscaler playbook, making turbines the chokepoint and lifting GE Vernova backlog and pricing.”
@Semi Doped · Vikram Sekar
Behind-the-meter gas becomes the hyperscaler playbook, making turbines the chokepoint and lifting GE Vernova backlog and pricing.
GEVLONG@ $1,063.28
$974.96-8.31%
since call Jun 23
peak +2.3%
“adding Chris Lattner and Modular would be a slam dunk imo for QCOM.”
@Semi Doped · Vikram Sekar
Adding Lattner and Modular would be a slam dunk for Qualcomm's AI chip software push
QCOMLONG@ $208.94
$149.17-28.60%
since call Jun 23
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