Rickawsb

Lam Research Earnings Preview
The key point of the upcoming LRCX earnings report is actually about where LRCX stands in the AI cycle and how its changes will transmit through the entire industry chain.
LRCX is not a simple equipment company but a typical beneficiary of process complexity.
The changes brought by AI are not just increased computing power demand, but a rapid rise in the complexity of the chip manufacturing process itself: increased stacking layers in HBM, deeper TSV etching difficulty, the number of layers in 3D NAND approaching physical limits, and 2nm/GAA 3D structures.

BWX Technologies recently announced the acquisition of Precision Components Group. This is an expansion of production capacity—adding 500,000 square feet of factory space and more than 400 skilled workers—which, amid a cycle in which nuclear energy demand is being restarted, guarantees stable manufacturing delivery capabilities.
Nuclear energy is entering a new upswing cycle. The growth in electricity demand brought by AI, combined with policy-driven support for small modular reactors (SMRs) and a transition in energy mix, has once again put nuclear power in the position of a “stable baseloa

My Claude Opus is 4.7.
Everyone should be using it now?

Everything is code, whether software or hardware.
Even someone as powerful as Elon Musk cannot change the trend.

Previously, the Russia-Ukraine conflict was instigated by the Democrats, who ignited the flames of war in Ukraine and created chaos. Then Trump was responsible for withdrawing troops, acting as a hands-off manager, letting allies foot the bill.
This time, Iran probably didn't have enough time, so Trump played both roles in the same show—he directly ignited the chaos and then stepped back, letting allies pay the price.