7 @quantLR

Fear causes hesitation, and hesitation will cause your worst fears to come true. I don’t trade for direction, I trade for distribution. lrmi.ai Joined August 2021

Tweets

6K
Followers

2K
Following

581
Likes

9K

Dan Nystedt @dnystedt

2 days ago

TSMC is raising prices 5% - 10% on all leading-edge 7nm and below chip manufacturing processes (N7/5/4/3/2 etc.), which account for ~75% of TSMC’s total revenue, reports @tculpan on Culpium, adding: “Since early this year, business development and sales teams at TSMC have been told by senior leadership that they need to find ways to charge more, according to multiple sources…” $TSM $INTC $SSNLF #Samsung #semiconductors culpium.com/p/tsmc-clients…

6 28 140 29K 22

View Details

7 @quantLR

a week ago

@rapturecapital FI

0 0 0 17 0

View Details

7 @quantLR

a week ago

@FICMBondTrader @rapturecapital Closed mouths don’t get fed!

1 0 1 64 0

View Details

7 @quantLR

a week ago

@rapturecapital I’m at BB S&T rn and I’m in at 6:15 lol

1 0 0 34 0

View Details

7 @quantLR

a week ago

@rapturecapital @FICMBondTrader Before 6:45 start is very common lol

2 0 0 84 0

View Details

7 @quantLR

2 weeks ago

@HighyieldHarry

1 0 16 964 2

View Details

7 @quantLR

2 weeks ago

@catpoopburglar @FICMBondTrader Work ethic gets passed down

0 0 0 137 0

View Details

7 @quantLR

3 weeks ago

@damnang2 For their fucking server racks lollllll Qualcomm buys DRAM for the racks hence why they need test engineers to test they’re capabilities in their racks they will sell

0 0 1 670 0

View Details

7 @quantLR

3 weeks ago

@jiahanjimliu @FOwl_Market They’re that slow anon

0 0 0 43 0

View Details

7 @quantLR

3 weeks ago

$RMBS & $SIMMTECH Both SIMMTECH and Rambus play key supporting roles in SOCAMM/SOCAMM2 production, though they supply different critical components rather than the DRAM chips themselves (which come from Micron, SK hynix, and Samsung). $DRAM $MU

Ben Bajarin @BenBajarin

4 weeks ago

I called this out in our second agentic CPU report but that is a lot of DRAM/SOCAMM. thediligencestack.com/p/secret-agent…

4 11 107 12K 40

1 0 7 1K 3

View Details

7 @quantLR

3 weeks ago

$MU officially crosses $1000 per share

0 0 10 425 0

View Details

7 @quantLR

4 weeks ago

Bullish $LPKF

Omer Cheema @Omercheema

4 weeks ago

Glass core substrates are being evaluated as one possible solution for future high-end packages because they may help support larger package sizes, finer interconnects, and improved dimensional stability compared to conventional package-substrate materials. According to Semi,

3 6 48 11K 24

0 0 2 1K 2

View Details

7 @quantLR

4 weeks ago

75TB of likely SK Hynix $DRAM

Rohan Paul @rohanpaul_ai

4 weeks ago

Some cool visuals. Dell Delivers world's first Nvidia Vera Rubin NVL72 rack to CoreWeave. It packs 72 Rubin GPUs, 36 Vera CPUs, 3.6 exaFLOPS of FP4 inference, 75 TB of fast memory, and 260 TB/s NVLink bandwidth

23 89 724 133K 186

2 3 63 15K 12

View Details

7 @quantLR

4 weeks ago

@RealNickMugalli @SemiAnalysis_ Always has been 😏

0 0 2 204 0

View Details

7 @quantLR

4 weeks ago

@lauriewired Hahaha now that would be amazing

0 0 0 121 0

View Details

7 @quantLR

4 weeks ago

@_melonBird @VenkatP1359 @MichaelDell @simpleinvest01 @DellTech @nvidia @CoreWeave His IQ is -2 STD lol

0 0 0 57 0

View Details

7 @quantLR

4 weeks ago

Don’t bet against the GOAT’s 🐐 $CRWV x $DELL x $NVDA

SemiAnalysis @SemiAnalysis_

4 weeks ago

BREAKING NEWS: COREWEAVE & DELL IS THE FIRST CLOUD TO ANNOUNCE THAT THEY HAVE RUBIN VR200 NVL72 WITH FULLY PASSING L11 DIAGS. Next Step is to get multiple racks burnin in a couple & do software level bringup like sglang, vllm, dynamo, etc.