DanielRomero

$AMD's RDNA 5 GPUs have taped out on $TSM's N3P process node, targeting a mid-2027 launch
$TSM's N3P is an optical refinement of the N3E node, delivering approximately 5% higher performance at the same power or 5–10% lower power at the same frequency

Companies by number of approved quantum computing patents:
Origin Quantum (China): 901
IBM (USA) | $IBM: 601
Baidu (China) | $BIDU: 376
Alphabet (USA) | $GOOG: 231
Intel (USA) | $INTC: 196
Huawei (China): 185
Microsoft (USA) | $MSFT: 179
IonQ (USA) | $IONQ: 120
Bank of America (USA) | $BAC: 119
Honeywell (USA) | $HON: 118
Tencent (China) | $TCEHY: 114
Fujitsu (Japan) | $FJTSY: 109
Alibaba (China) | $BABA: 95
Rigetti (USA) | $RGTI: 65
D-Wave (Canada) | $QBTS: 64

$AMD and $NVDA are expected to raise graphics card prices in Q1 2026, with potential increases of 10–20%
$AMD has already notified partners of a $10 price increase per 8GB of VRAM
$SSNLF Samsung, $000660 SK Hynix, and $MU Micron have allocated roughly 18–28% of DRAM capacity to HBM, tightening supply for conventional memory
As a result, DRAM contract prices are up ~170% year over year.
$NVDA is also reportedly planning to cut discrete gaming GPU production by 30–40% in 1H 2026

A new space race could trigger a multi-year rally in space stocks
$RKLB $LUNR $RDW $VOYG $BWXT
Donald Trump signed an executive order directing NASA to deploy a lunar surface nuclear reactor by 2030
Russia and China signed a state contract to complete work on a lunar power plant by 2036
If this becomes a new space race, the private sector will lead it this time

Data center stocks have entered a sharp downtrend
$IREN, $CIFR, $WULF, $DGXX, and $CLSK are taking the biggest hit
Are you buying the dip?

China builds 400x more ships than the US
Here are 7 shipbuilding stock ideas in case the US decides to close the gap:
$CNRD | Conrad Industries
Gulf Coast shipbuilder and repair yard with recurring U.S. government work, including the U.S. Navy and Army Corps of Engineers. Active Navy YRBM barge construction program with follow-on units.
$HII | HII Inc.
Primary U.S. naval shipbuilder. Newport News yard is building Gerald R. Ford–class aircraft carriers for the U.S. Navy.
$AUTLF | Austal Ltd
U.S. Navy shipbuilder through Austal USA. Produces Expeditionary Fast Transport (EPF) vessels, including

I wouldn’t be surprised if we see data center acquisitions in 2026
$SLNH is trading at a $200M market cap and has access to 698 MW of capacity
$BITF is trading at a $1B market cap and has access to 700+ MW
If DC capacity supply keeps lagging demand, M&A opportunities are there

$INTC is aggressively undercutting $AMD on pricing
$INTC's Arrow Lake processors have seen price cuts exceeding 40% since launch, with the Core Ultra 5 245K dropping from $289.99 to roughly $150–$220, depending on the retailer
By comparison, $AMD's Ryzen 9 5900XT, based on the older Zen 3 architecture and limited to DDR4 memory, currently sells for $249–$309, making it significantly more expensive than Intel’s newer offerings
Despite these pricing advantages, $INTC continues to lose overall market share. According to Mercury Research, $AMD captured 30.9% of the x86 market in Q3 2025, up 6 perc

$AAPL is paying roughly $70 per 12GB LPDDR5X RAM chip for its iPhone 17 lineup
Up from the $25–29 range at the beginning of 2025
As long-term contracts are renegotiated at much higher prices, memory companies’ earnings will continue soaring
$MU $SSNLF $HXSCL

Merry Christmas to everyone who celebrates
$NBIS and $AMD deserve a special mention here
Super happy with this fantastic 2025
Enjoy your time with your families, but not too much
You can always squeeze in a couple of extra investor presentations before the year ends

I’d say we’re at this point when it comes to space data centers
$GOOG will start launching prototype satellites in 2027, which would be the beginning of the slope of enlightenment
By the late 2030s, space data center costs could fall below those of terrestrial data centers, starting the plateau of productivity

The $NBIS hype seems a bit dead
The company is building its largest AI campus, and it’s getting less attention than even minor news from a few months ago
That’s bullish

$AMD nears China rollout of AI chip as Alibaba weighs major order
According to MLex, $BABA plans to buy 40,000 to 50,000 MI308 accelerators.

5 themes that will outperform in 2026:
•Data centers
•UAS and CUAS
•Automation
•Crypto
•Solar

Here are all the data center deals announced so far:
(By Total Deal Value)
1. $NBIS | Nebius Group
· Project: Vineland AI cloud campus
· Location: Vineland, New Jersey, United States
· Tenant: Microsoft
· IT load: 300 MW
· Duration: 5 years
· Total deal value: $17.4B
· Total capex: $9.0B
2. $GLXY | Galaxy Digital
· Project: Helios campus lease, Phase I plus Phase II
· Location: Texas, United States
· Tenant: Galaxy Digital as the landlord
· IT load: 572MW
· Duration: 15 years
· Total deal value: $10.5B
· Total capex: $9B
3. $CORZ | Core Scientific
· Project: CoreWeave HPC hosting rollout acros

Here are all the data center deals announced so far:
(By Total Deal Value)
1. $NBIS | Nebius Group
· Project: Vineland AI cloud campus
· Location: Vineland, New Jersey, United States
· Tenant: Microsoft
· IT load: 300 MW
· Duration: 5 years
· Total deal value: $17.4B
· Total capex: $9.0B
2. $GLXY | Galaxy Digital
· Project: Helios campus lease, Phase I plus Phase II
· Location: Texas, United States
· Tenant: Galaxy Digital as the landlord
· IT load: 393 MW
· Duration: 15 years
· Total deal value: $10.5B
· Total capex: $0.9B
3. $CORZ | Core Scientific
· Project: CoreWeave HPC hosting rollout ac