Alpha Cat (@Alpha_Cat) header
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投资笔记|AI前瞻|美企洞察|国际宏观

Anaheim, CA
Joined November 2021
Alpha Cat retweeted
Dear Texas, Farewell, old friend. I’m sorry the blue wave swept across your once-great state. I guess all those Californians moving in didn’t work out too well after all. 🤷‍♂️ Oklahoma is open for business and still Ruby Red! We’re ready to welcome new companies and create more jobs for AMERICANS 🇺🇸 . We believe in low taxes, stable and limited regulation, and personal freedom. No socialism here, just good old-fashioned capitalism and prosperity. Our 39 federally recognized tribes are open for business as well, and ready to partner with the state and with you. I’m Oklahoma’s Lieutenant Governor-elect, and my DMs are open. Come join us! @elonmusk, call me. 📞
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Alpha Cat retweeted
Since I’ve been asked a lot: Buy stock in several companies that make products & services that *you* believe in. Only sell if you think their products & services are trending worse. Don’t panic when the market does. This will serve you well in the long-term.
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Alpha Cat retweeted
The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028. She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.” Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas. Datacenter commentary starts at 6:30 in this interview. Also attaching her official campaign position from her website in the next post. Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics. youtu.be/D-T6H3b8ZeE?is=mEWu…
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Alpha Cat retweeted
One of the things the data analysts on our side obsessed over was "composition"—whether the electorate looked close enough to 2024 for Republicans to win. And despite polls that showed a Democrat blowout, the data kept on telling us the same story: in some states turnout was merely OK, in other states it was downright amazing, and in no state was it catastrophic. There was a genuine sense of optimism on our team: our people were showing up. So, I asked the smartest data guy I know, does that mean we're going to shock the world? "No," he told me. "We might do better than the polls suggest. But the data is telling us that a lot of Trump/Vance 2024 voters are pissed and planning to vote for the other guys. Our voters are turning out, but they may not vote for us." Well, that looks prophetic now. Our voters did show up. In Florida, for example, the electorate was 9 points more Republican than Democrat, just a couple points worse than 2024. Undoubtedly there were places we could have done better on turnout. But the main problem is not turnout. The main problem is that many people who voted for Trump/Vance in 2024 voted for Democrats in 2026. There will be a lot of infighting and arguing over what happened and why that is. One of the pollsters I really respect told me that our economic messaging wasn’t sharp enough down the stretch. I’m sure that’s true. But the real reason we lost is obvious to almost everyone. Another pollster—one of the smartest people I know in politics, told me yesterday we’d lose the generic ballot by 13 points. I felt negative going into Tuesday, but even I was shocked by this. In his polling, he saw that a lot of Trump 2024 voters were angry and planning to vote for Democrats. He asked those voters who had abandoned us what would cause them to come back on our team. The top four answers, accounting for nearly all of the responses were: 1) End the war 2) Focus on cost of living/inflation 3) Put America First 4) Change our relationship to Israel Our voters showed up. And the above four reasons are why many of them voted for Democrats. This is according to a pollster who nailed the results. While many spent Monday attacking Rachel Campos Duffy for calling for a diplomatic resolution to the conflict, it turns out her political advice was sound. (She’s also a great person.) In the next few months, there's going to be a lot of gaslighting. Expect to hear any number of establishment politicians say the solution to our woes is amnesty. I'm open to the idea that we should change enforcement—by focusing more on businesses that hire illegal labor, for instance. But anyone pushing amnesty is lying to you. The reason we lost is the war. The president himself said so last night. If you'd like to argue it was worth it, that losing the Senate for the next 6 years was worth it, then do so. Argue it was a worthwhile cost to pay. Agree or disagree, that's at least honest. But everyone knows why we lost. And any honest conversation about where we go from here must start there. I remain hopeful about our country. To the people who are pissed off and want to say, “I told you so”: you’re right, you did tell us so. Take that energy into electing Republicans who share your worldview. To the people who are just pissed at the results, you should be. Let’s take that anger and get back to the work of saving our country.
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BREAKING: US stock market futures erase all losses and turn positive on the day. A massive post-election reversal is currently underway.
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Alpha Cat retweeted
BREAKING: Democrats are favored in all 7 key Senate races on Election Day 🟦 Iowa: 52% 🟦 Kansas: 63% 🟦 Alaska: 70% 🟦 Ohio: 72% 🟦 Maine: 72% 🟦 Texas: 72% 🟦 Michigan: 79%
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Alpha Cat retweeted
Replying to @zephyr_z9
Silly analysis. Robot RAM needs will exceed everything else on Earth, as you need the robots to be on physical substates in order to shape atoms. Super intelligence needs will vastly exceed that, but ~100% of SI will be deep space compute. Obviously.
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I am excited to be an investor in trade(xyz) as they partner with ICE to bring 24/7 perpetual futures on Hyperliquid to the United States. As a market participant, I am looking forward to to using their innovative product to enhance my investment process.
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$GOOGL on call: "Given the supply constraint environment, we started utilizing third party compute capacity at the end of Q3 and will ramp usage in Q4. We expect margin headwinds in the near term as we utilize this capacity. Moving to investments, our full year 2026 CapEx guidance range of 195 to $205 billion remain unchanged. We continue to expect our CapEx to increase significantly in 2027, and will provide further details on our Q4 call."
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⚡Iterating at lightning speed! Gemini 4 Carbon is SOTA across key benchmarks and combines frontier capabilities with deep safety & security research.
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Alpha Cat retweeted
Anthropic has more cash than almost every company in America. The nearly 6-year-old artificial intelligence lab disclosed on Monday in an S-1 filing with the Securities and Exchange Commission that it had $112.4 billion in cash, plus another $19.3 billion in short-term investments, as of June 30. Read more: cnb.cx/4f0cFPJ
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$INTC: Server CPU pricing adds another lever to revenue growth Morgan Stanley’s October 26 weekly says Intel is ramping server supply while raising like-for-like prices by double digits for more transactional customers. That is distinct from Intel’s 48% year-over-year server ASP increase in Q2, which was driven mainly by premium-product mix. Those premium products also carried higher unit costs. Xeon 6 combines Intel 3 compute dies with Intel 7 I/O dies through EMIB packaging. Increasing compute-wafer output alone does not guarantee an equivalent increase in finished CPUs: the I/O dies, packaging and testing must scale together. Server buyers also need validated memory, firmware and I/O configurations, making substitution more involved than simply choosing another processor with the same core count. This is bullish for Intel’s server business. Higher prices on comparable CPUs point to improving pricing power rather than growth driven only by more expensive models. Combined with expanding supply, that strengthens the case for server revenue and earnings growth. $ARM $AMD $INTC
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$SKHY: "The recent moves by some customers to adjust HBM specifications illustrate that demand is indeed overwhelming supply. With HBM supply remaining constrained, customers need to build more AI accelerators and systems using limited quantity. So we see the stack lowering as a strategy to increase the number of cubes that can be obtained for the same capacity."
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THE CEASEFIRE HAS COMMENCED The ceasefire between Ukraine and Russia took effect at 4:00am Moscow time on October 27, 2026.    Timing was accelerated two days ahead of schedule to protect the safety of civilians and to facilitate the delivery of critical humanitarian aid. The ceasefire’s geographic area has expanded beyond Oleshky, within the Kherson Region, to provide safe passage for the humanitarian convoys.       General Valery Gerasimov, Joint Chief of the General Staff of the Russian Armed Forces has confirmed.
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Alpha Cat retweeted
Cute 🥰
I was the opening act for a family of ducks. Thank you, Berlin. What a GTC. Europe is building its AI ecosystem and economy, from AI factories to agents to robots. DSX POD: Vera Rubin modular factories built, cabled and tested in the factory, then delivered ready to produce intelligence. Agents: models, harnesses, sandboxes, knowledge and tools. NVIDIA Agent Toolkit brings the pieces together so companies control what their agents know, access and do.  NVIDIA OpenShell enhances safety. Physical AI: new customers across AI-RAN, robotaxis and robotics. Personal AI: after four years building with Microsoft, RTX Spark brings personal agents to the Windows PC. Thank you to President @EmmanuelMacron, Prime Minister @andyburnham and Chancellor @bundeskanzler for hosting me. Great to celebrate Sferical One with Sweden’s technology leaders. And thank you to President @TokayevKZ for the warm welcome. And to our partners and NVIDIA teams: thank you for making it happen. The keynote is here: youtu.be/rF1EsryCAwc
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Alpha Cat retweeted
Do not quote retweet this or I will be forced to give people $42.0 or $420! This is not engagement farming, it’s 1am and I’m bored AF and we all deserve a 420 break! Do not quote retweet or you might get smashed with X Money
Anyone need $4.20 in x money
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Substrate & PCB mapping 👍 nice work
Key Player Map of Packaging Substrate & PCB 半導体パッケージ基板/PCB関連の主要企業一覧 note.com/1p_semicon/n/na8012…
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Alpha Cat retweeted
GPUs are aging like fine wine, with rental rates up across the board since January 1st Approximate change YTD: - H200: +160% - B200: +120% - RTX PRO 6000: +65% - H100: +35% Even the 6-year-old A100 rents for more than it did at the start of the year Charts of the Week: a16z.news/p/charts-of-the-we…
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InP, CoWoS/CoPoS, Silicon Wafers InP: > Supply capacity is about 60–75 million wafers, while demand reaches 260–300 million, a supply gap of over 70%. > Production MOCVD tools have a ~1.5-year wait, with delivery lead times of 16–22 months. Only 3–4 suppliers worldwide, so mass production isn’t possible. > Building InP fabs and qualifying them takes at least 2–3 years. > S/D ratio off InP EPI wafer supply trending towards 75% by 2030. CoWoS/CoPoS: > Fubon estimates CoPoS monthly capacity: only ~5K wafers by 1Q28, ~30K by 4Q28. CoWoS: ~90K wafers in 2Q26, ~220K in 4Q28 > Nomura estimates TSMC CoWoS capacity: 675K wafers in 2025, 1.275M in 2026, 2.73M in 2027 Silicon Wafers: > Global silicon wafer supply-demand gap will widen from about 8% at end-2026 to 15% in 2027 and 24% in 2028 > 12-inch wafer prices are expected to rise about 15–25% in 2027 $AXTI $TSM Pics below are translated using Claude AI
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