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in postLONG
“TSMC $TSM spending is slated to jump significantly to $56bn in 2026E, and is forecasted to reach an all-time high of $65–$70bn in 2027F, reflecting heavy antici”
@pequityresearch
TSMC CapEx surging to all-time highs of $65-70bn in 2027 signals a generational AI-driven semiconductor upcycle that lifts TSM shares.
TSMLONG@ $437.71
$394.86-9.79%
since call Jun 28
in postLONG
“According to Jevons Paradox, as technological improvements make resource usage more efficient, overall consumption increases rather than decreases. In practical”
@pequityresearch
Jevons Paradox drives rising DRAM prices as cheaper AI tokens trigger exponentially more compute demand, directly benefiting Micron as the leading US DRAM maker.
MULONG@ $1,151.26
$811.95-29.47%
since call Jun 28
“By June 2026, Chinese models saw a massive surge in usage, peaking at over 20 trillion tokens weekly, while US model usage remained relatively flat, hovering ar”
@pequityresearch
Chinese AI models are dominating global token usage at 20+ trillion/week vs US flat at 4-6T, and Zhipu's GLM series is the open-weight leader driving that surge.
ZHIPULONGIDEA · NOT YET PRICED
TIMESTAMPS
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