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Former VP at $ADYEN discusses the Platforms business and its competition with Stripe:

Director at Micron discusses the memory wall and how HBM got developed:

Vertiv share price went vertical last night due to the 1000kW AI GPU rack system it talked about…..Here is how the 1MW Rubin Ultra rack system look like:

Former director at Micron gives a brief overview of the history of the competitive landscape in the memory industry (Tegus):

Capital Flows
East Asia Stock Insights
OnlyQuants - Algorithmic Trading Strategies
AI Snack Bytes
The Commodity Compass
ListDer Research
Stock Analysis Compilation

A software pick in the supply chain space with a 25% IRR

A Software Pick to Accelerate the Supply Chain

Director at T-Mobile goes through all the areas where they are applying AI in their organization (Tegus):

TMT Breakout