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VOICE ARCHIVE

Jukan

@jukan05
53 posts
2026-03-11
“Meta acquires Moltbook.” Zuckerberg really does buy anything that can be bought with money. What surprised me the moment I saw the news was that Meta didn't make a copycat of Moltbook — it acquired Moltbook itself. Do they think that would be cheaper?
2026-03-11 View on X
Axios

Meta acquires AI agent social network Moltbook for an undisclosed sum; its creators, Matt Schlicht and Ben Parr, will join Meta Superintelligence Labs

Meta has acquired Moltbook, a viral social network designed for AI agents, Axios has learned. … - Meta did not disclose Moltbook's purchase price.

2026-03-10
“Meta acquires Moltbook.” Zuckerberg really does buy anything that can be bought with money. What surprised me the moment I saw the news was that Meta didn't make a copycat of Moltbook — it acquired Moltbook itself. Do they think that would be cheaper?
2026-03-10 View on X
Axios

Meta acquires AI agent social network Moltbook for an undisclosed sum; its creators, Matt Schlicht and Ben Parr, will join Meta Superintelligence Labs

Meta has acquired Moltbook, a viral social network designed for AI agents, Axios has learned. … - Meta did not disclose Moltbook's purchase price.

2026-02-27
Everyone, how do you handle situations where industry research shows the complete opposite of what the executives are claiming?  Meta's MTIA is exactly this kind of case... The leadership keeps emphasizing over and over that MTIA is doing fine, but the stories coming out are clearly not matching that, right?
2026-02-27 View on X
The Information

Sources: Meta last week scrapped the most advanced AI chip it was developing, after struggling with the design, and shifted its focus to a less complicated chip

The Information:

Everyone, how do you handle situations where industry research shows the complete opposite of what the executives are claiming?  Meta's MTIA is exactly this kind of case... The leadership keeps emphasizing over and over that MTIA is doing fine, but the stories coming out are clearly not matching that, right?
2026-02-27 View on X
The Information

Source: Meta has signed a multiyear deal to rent Google's TPUs to develop new models and has also been in talks to buy TPUs for its data centers as soon as 2027

Meta Platforms has signed a deal to rent Google's AI chips, known as tensor processing units, to develop new AI models, according to a person involved in the talks.

2026-02-12
Micron Actively Refutes HBM4 Disqualification Rumors [Samsung Securities Semiconductor, IT / Jong-wook Lee] Micron held a conference call to address the HBM4 disqualification controversy, and its stock rose 10%. How should we interpret this? 1. What Micron Said 1.Guidance:
2026-02-12 View on X
Bloomberg

Samsung says it sent the first commercial HBM4 shipments to customers; Samsung seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron

Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators …

2026-02-06
I seriously don't get why Anthropic is out there begging investors for money. Just short a bunch of SaaS companies, then casually add their entire feature set to Claude.
2026-02-06 View on X
Financial Times

US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%

Nasdaq drops as recent high-flying companies pull market lower  —  US tech stocks fell on Thursday, as weak jobs data piled further pressure …

I seriously don't get why Anthropic is out there begging investors for money. Just short a bunch of SaaS companies, then casually add their entire feature set to Claude.
2026-02-06 View on X
Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

and they're terrifiedMelia Russell /Business Insider:Anthropic's latest AI tool was seen by the legal software industry as a ‘shot across the bow.’ Here's what it means.Reuters:‘So...

* The Information: Nvidia will not release an upgraded version of the RTX 50 series this year. * The Information: RTX 60 ("Rubin") was originally slated for late 2027, but has been delayed. * The Information: Nvidia is cutting production of its gaming GPUs.
2026-02-06 View on X
The Information

Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming

2026-02-05
* The Information: Nvidia will not release an upgraded version of the RTX 50 series this year. * The Information: RTX 60 ("Rubin") was originally slated for late 2027, but has been delayed. * The Information: Nvidia is cutting production of its gaming GPUs.
2026-02-05 View on X
The Information

Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming

Nvidia won't release a new graphics chip for gamers this year due to a deepening global shortage of memory chips …

After reading the KeyBanc meeting report with Qualcomm's management, I still feel like $QCOM has no real future ahead. First, let me share the key points from the report: 1. Qualcomm acknowledged in discussions with smartphone customers that the rise in memory prices and its
2026-02-05 View on X
Reuters

Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to a global memory supply shortage; QCOM drops 5%+

Chip supplier Qualcomm (QCOM.O) forecast second-quarter revenue and profit below Wall Street estimates on Wednesday …

I seriously don't get why Anthropic is out there begging investors for money. Just short a bunch of SaaS companies, then casually add their entire feature set to Claude.
2026-02-05 View on X
Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

Fears that software companies are facing an extinction event are exaggerated, but other dangers are real

2026-02-04
Why did AMD miss earnings expectations?  1. Despite TSMC's capacity shortage, the buyside excessively overestimated AMD's CPU shipment numbers.  2. AMD's non-China GPU sales volume fell short of expectations.  I've been reading various sell-side reports, and the opinions are quite divided/all over the place.  $AMD
2026-02-04 View on X
Bloomberg

AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% YoY to $5.4B, and forecasts Q1 revenue at $9.8B, below $10B projections; AMD drops 15%+

Advanced Micro Devices Inc. shares tumbled in late trading after the chipmaker's sales forecast underwhelmed investors …

Why did AMD miss earnings expectations?  1. Despite TSMC's capacity shortage, the buyside excessively overestimated AMD's CPU shipment numbers.  2. AMD's non-China GPU sales volume fell short of expectations.  I've been reading various sell-side reports, and the opinions are quite divided/all over the place.  $AMD
2026-02-04 View on X
The Verge

On AMD's Q4 earnings call, CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC

AMD says it's ready to support Microsoft launching its next Xbox as soon as next year.

2026-02-03
Hmm.. So, did Nvidia beat OpenAI to the punch and acquire Groq first? [image]
2026-02-03 View on X
Reuters

Sources: OpenAI is unsatisfied with some of Nvidia's latest AI chips for inference and has sought alternatives since 2025, such as from AMD, Cerebras, and Groq

OpenAI is unsatisfied with some of Nvidia's latest artificial intelligence chips, and it has sought alternatives since last year …

Here it comes. [image]
2026-02-03 View on X
Nikkei Asia

Sources: China's top memory chipmakers, CXMT and YMTC, plan their biggest expansions yet, as a global supply crunch lets them close the gap with market leaders

2026-01-29
Microsoft is considering an investment of less than $10 billion in OpenAI. Amazon is considering an investment of up to $20 billion in OpenAI. NVIDIA is considering an investment of up to $30 billion in OpenAI. [image]
2026-01-29 View on X
The Information

Sources: OpenAI is in talks to raise up to $30B from Nvidia and less than $10B from Microsoft, as part of a $100B funding round

Microsoft is considering an investment of less than $10 billion in OpenAI. Amazon is considering an investment of up to $20 billion in OpenAI. NVIDIA is considering an investment of up to $30 billion in OpenAI. [image]
2026-01-29 View on X
Wall Street Journal

Sources: Amazon is in talks to invest up to $50B in OpenAI, which is seeking up to $100B in new capital, a round that could value it at as much as $830B

CEO Andy Jassy is leading the e-commerce giant's negotiations with the startup  —  Amazon.com is in talks to invest up to $50 billion in OpenAI …

2026-01-27
Micron is the first to announce a NAND capacity increase, excluding Kioxia and YMTC. https://investors.micron.com/ ...
2026-01-27 View on X
Reuters

Micron plans to invest $24B over the next decade to build a 700,000-square-foot memory chip facility in Singapore, with wafer output set to start in H2 2028

US company says new wafer fabrication facility to meet growing demand  —  U.S. memory chipmaker Micron Technology announced on Tuesday …

@zephyr_z9 In my view, Micron seems to believe eSSD will be as valuable as HBM. Why would they build a NAND fab on that greenfield site instead of an HBM-focused fab?
2026-01-27 View on X
Reuters

Micron plans to invest $24B over the next decade to build a 700,000-square-foot memory chip facility in Singapore, with wafer output set to start in H2 2028

US company says new wafer fabrication facility to meet growing demand  —  U.S. memory chipmaker Micron Technology announced on Tuesday …

Ultimately, memory makers have no choice but to expand capacity, and that will keep the memory industry cyclical. That said, it doesn't mean memory stocks will fall right away. Micron's Singapore NAND fab won't come online until 2028, so it doesn't undermine the view that the
2026-01-27 View on X
Reuters

Micron plans to invest $24B over the next decade to build a 700,000-square-foot memory chip facility in Singapore, with wafer output set to start in H2 2028

US company says new wafer fabrication facility to meet growing demand  —  U.S. memory chipmaker Micron Technology announced on Tuesday …