u/Secret_Toe2639

Taiwan's AI supply chain is going global

TSMC's US investment hits $265B, with 12 fabs planned
Quanta, Wistron, Inventec: $1.3B+ into US server ops
By 2030: US to host 40% of Taiwan firms' AI server capacity, Taiwan just 30% (MIC)

$NVDA could buy back ~20% of its market cap by 2030 because every AI dollar eventually becomes a GPU, a network switch or a system and Nvidia sells all three.

What’s even more wild is capex was under 4% of FCF last quarter making this one of most capital efficient infrastructure businesses ever built.

u/Secret_Toe2639 — 9 days ago

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Nasdaq just posted its highest daily close in history.

u/Secret_Toe2639 — 10 days ago

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Agentic AI may be the more underappreciated $AMD story with server units accelerating ~40% in 2026 and 2027 before compounding ~25% through 2030 while ASPs keep rising.

Agents still need CPUs to run tools, orchestrate workflows and host environments they act in which could take AMD server CPU revenue toward ~$60B by 2030.

If AMD can hold ~50% share then CPUs become a second major AI growth engine alongside GPUs with custom $ARM chips from the hyperscalers as main thing to watch.

u/Secret_Toe2639 — 11 days ago

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Memory revenue is expected to jump to ~$1.5T in 2027 before barely growing to ~$1.6T in 2028 even as Micron says supply gets tighter through 2028.

If cleanroom shortages keep supply constrained then those 2028 estimates look too low across $MU and $SKHY on HBM and DRAM and $SNDK on enterprise SSDs as AI storage demand keeps climbing.

u/Secret_Toe2639 — 12 days ago

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Nike stock performance

2022: -29%
2023: -7%
2024: -30%
2025: -16%
2026: -49%

u/Secret_Toe2639 — 13 days ago

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The S&P 500 is near a record, but if you strip out the A.I. companies, it’s down 5% since late August.

u/Secret_Toe2639 — 14 days ago

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$MU Micron Q4 FY26 (August quarter).

• Revenue +379% Y/Y to $54.2B ($2.8B beat).

Cloud Memory +258% Y/Y.

Core Data Center +1,042% Y/Y.

Mobile & Client +249% Y/Y.

Auto & Embedded +376% Y/Y.

• Non-GAAP EPS $33.42 ($1.60 beat).

u/Secret_Toe2639 — 15 days ago

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President Trump stands alongside Elon Musk, Mark Zuckerberg, Jensen Huang, Speaker Mike Johnson, and other tech leaders at the White House as they meet with the press for a gaggle.

u/Secret_Toe2639 — 16 days ago

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Anthropic has filed for an IPO, with its prospectus seen by Reuters, potentially targeting a valuation above $2 trillion. The listing is reportedly likely to come after the November U.S. midterm elections.

Some numbers behind that potential $2T valuation:

• FY25 revenue: $4.59B, up 1,088% YoY
• Operating loss: $8.06B
• Compute + infrastructure spend: $7.33B, up 190%
• Cash + short-term investments: $20.28B
• Future cloud, compute + infrastructure obligations: roughly $518B

At a $2T valuation, Anthropic would be valued at more than 400x its FY25 revenue.

The filing gives one of the clearest looks yet at what public markets may be asked to pay for frontier AI growth, and just how capital-intensive that race is becoming.

Source: Reuters

u/Secret_Toe2639 — 17 days ago

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AI token pricing is collapsing but usage is exploding as reasoning models and agents consume far more tokens per task.

That should drive a ton more AI usage across $GOOGL, $MSFT, $META and $AMZN with $NVDA, $AMD and $AVGO powering compute stack while $MU and $SKHY supply memory behind it.

u/Secret_Toe2639 — 18 days ago

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