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Quite a few readers asked me about CRDO’s competition landscape within AWS, given both MRVL and ALAB announced AWS as their AEC customer. Based on my understanding, MRVL currently only supplies 400G AEC to AWS, their 800G AEC has been qualified by AWS, but actual mass production will not ramp up until sometime between…

AI engineer at Google explaining the fine-tuning market and the opportunity for Nvidia (via Tegus):

Start looking.

$2 H100s: How the GPU Rental Bubble Burst
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Inflation Nation
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The Great Wall of Debt
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Silver's Price Spikes As We Observe For Signs Of Bullion Bank Detonation
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The Silver Squeeze Has Officially Begun

$NVDA

$GS 買進 $135上調至 $150

FY26/ FY27的營收和調整後 EPS 上調 7%和8%,反映產業近況,包括更高的雲端資本支出、主要 AI 伺服器 OEM的穩健訂單趨勢,以及 $TSM CoWoS 前景改善

Another nice stock pitch on Takeuchi 6432. Looks promising as a LT investment.

eloyfernandez.substack.com/p/takeuchi-m…

TAKEUCHI MFG. CO., LTD.
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