China is absolutely insane. As if a pork glut weren’t enough, now it has an electricity glut too… Just think about how insane this sentence sounds: “Data centers are the solution to electricity oversupply.”

They’re treating investors like absolute idiots and getting away with it

Meritz Securities: Some mobile DRAM prices are expected to surge +50% in 1Q27. Full comment: The race toward AGI is driving competitive, structural growth in server demand. Even so, B2C applications led by smartphones remain the last segment still resisting price increases. Our channel checks, however, indicate that mobile memory prices for a key customer (Apple) will rise by a staggering 50% or more QoQ starting in 1Q27, as memory makers keep shifting production from LPDDR to server DRAM and HBM. The key customer is building its 20th anniversary flagship smartphone next year, so it will have to absorb the price surge. $AAPL $DRAM

B200 on demand availability has been at 0% since August...rents were bound to reprice higher.

Michael Burry sold his $LULU position near 52-week lows today while $NVDA, his big short, hit a record high. Bro went long yoga pants and short computers. I don't even know what to say anymore.

2026 writers’ room: “We’ve got AI, wars, drones, robots and economic chaos. What are we missing?” Guy in the back: “The plague?” Everybody: “Dammit, Gary.” 😂

And you were bearish on GPUs? We're still getting these messages!?!

$ASTS just picked up a huge geopolitical endorsement as the U.S. and Japan specifically named AST and Rakuten in their Technology Prosperity Deal. Japan wants sovereign D2C coverage while U.S. wants trusted American infrastructure across allied networks putting AST directly where both priorities meet.

🚨BULL FLAG: $INTC Bull flag formation here. Might take some time to breakout from it on H4, above 120-121 we will be bullish only now.

More probable: The high frequency trading and cyber wars of 2027 fought via low latency SRAM chips, whether Groq 3 LPX or CS-4, in disaggregated setups with Rubin. Jane Street reportedly paying $200 million per mw - $200b per gigawatt - is likely the beginning, not the end.

War is impersonal now. No young person will ever enlist if getting lava poured on you by a robot is the way it likely ends. The evil governments of the world should recognize tech has gone too far and agree to go back to the basics of punching the shit out of your opps.

According to The Wire China, China's YMTC expects this NAND shortage to last another three years. Folks, even YMTC, a Chinese NAND maker, thinks this boom will run for three more years. And you're still modeling NAND oversupply by the end of next year?

SAMSUNG'S REPORTED 3X HBM ASK FOR 2027 BREAKS INTO TWO STEPS: 🚨ABOUT 1.4X FOR MOVING FROM HBM3E TO HBM4, THEN ABOUT 2.2X ON THE SAME HBM4 STACK SEOUL, Oct. 5 — Samsung Electronics is seeking 2027 prices for its next-generation high-bandwidth memory that are more than three times the price of its current HBM3E, DigiTimes reported on Monday, citing industry sources. The figures reported in Korea are estimates and proposals, not disclosed contract prices. — Samsung's reported 2027 HBM4 ask: in the mid-$4 range per gigabit. — Current HBM3E: about $1.50 per gigabit. — A 12-high, 36GB HBM4 stack: about $600 this year and about $1,300 next year, according to industry estimates cited by Seoul Economic Daily. — Micron ($MU), Sept. 30 earnings call: the vast majority of its calendar 2027 HBM supply is already under agreement, at prices significantly higher than 2026. I put Samsung's per-gigabit ask next to the per-stack estimate. A 36GB stack holds 288 gigabits, so $4.50 a gigabit comes to $1,296 a stack, which lines up with the separate $1,300 estimate. At $600, this year's HBM4 already costs about $2.08 a gigabit, roughly 1.4 times HBM3E. The other 2.2 times or so is HBM4 itself getting more expensive from 2026 to 2027. Micron has said its 2027 HBM is priced significantly higher than 2026 without giving a figure. Samsung's reported ask puts a number on it: the same HBM4 stack at more than twice this year's price.

According to Damnang, HBM4 is going back to 12-Hi, instead of 8-Hi. De-spec may be out of the picture? 👀 $DRAM $EWY $MU

Wow. This is big news. YMTC sees the global memory shortage lasting for at least another 3 years.

$MU People say CPUs & GPUs have no competition like memory. Bull Shit. $ARM & $INTC compete with $AMD. Google TPUs & Amazon Trainium compete with GPUs. ByteDance is building CPUs. $NVDA makes CPUs. Huawei makes AI chips. Common denominator? All need Contextual Capacity. Memory.

Jensen Huang: it’s irresponsible for Elon Musk and Geoffrey Hinton to talk about AI doom and humans being a “bootloader” for AI. “That 10% chance is not grounded in science. It’s not grounded in research.” “Just because it comes from a scientist doesn’t make it scientific.” “Those predictions are hurtful.” “Don’t think for a second just because you’re an alarmist that you’re doing a social good.” “Be evidence-based. Be scientific. Do the science.”

China scales back trade with Iran as economic crisis deepens israelhayom.com/2026/10/04/c…

U.S. BOMBERS LEAVE UK 8 of the 12 B 1B bombers deployed to RAF Fairford have now departed for the U.S. It remains unclear whether replacement aircraft will be sent. Footage: @Saint1Mil