DanielRomero

$AMZN and $GOOG alone will spend $380B in CAPEX this yearYet the market is dumping data center proxiesMake it make sense

$GOOG is a beast of a company

Massive capex plans here and there, but there aren’t enough data centers to plug the GPUs inThe play here is obvious

$INTC CEO just said: MEMORY IS THE BIGGEST BOTTLENECK, AND THERE’S NO RELIEF UNTIL 2028

This is the bear case for $SNDK for 2027

$NBIS New Customer Confirmed: Revolut ✅

Morgan Stanley estimates that total rare earth magnet demand will grow 477× from 2025 to 2050

$TEM is true personalized medicine> One of the richest genomics datasets in the world> Applying genomics across oncology, psychiatry, and radiology> Developing foundational AI models for healthcare> Partners include SoftBank, AstraZeneca, Pathos AI, and Illumina> $GOOG is an investor

Samsung will supply more than half of the SOCAMM2 modules that $NVDA will need in 2026, according to Hankyung InsightSamsung has confirmed its supply plans to the publicationSOCAMM is a second-grade HBM solution used in AI data centres

Change in U.S. Consumption of Nonfuel Mineral Commodities From 2023 to 2024

$MU to invest $24B in Singapore chip plant amid shortagesThe project will span 10 years and involves building a new NAND flash wafer fabrication facility in Singapore, with production expected to begin in the second half of 2028

$NVDA is competing with $AMD and $INTC directly on CPUs for the first time$NVDA will offer Vera CPUs as a standalone product, marking its first entry as a direct competitor to Intel Xeon and AMD EPYC server-grade CPUs

Not a bad start to the year