Following Jesus ✝️ | Family first | Navy veteran ⚓ | Investing | AI & data centers | Building Vestiq Finance | Learning AWS & Python | NFA
Joined January 2013
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• HBM4 revenue increased more than 3× QoQ
• HBM4 reached 60% of total HBM revenue
• 2027 HBM supply is sold out at Samsung’s target prices
• Customers are still requesting additional volume
• 2nm foundry wins are expected to more than double this year
Samsung is converting demand into higher HBM sales, stronger pricing, and more advanced-node orders.
$DRAM $SKHY
Samsung is locking up memory capacity through the end of the decade.
In July, it had signed long-term supply agreements with 5 major customers and was negotiating with 5 more.
Tonight’s update:
• 10 customers signed
• Another 10 in negotiations
• 60–70% of total production capacity could be covered by LTAs through 2030
Samsung also expects the memory shortage to worsen in 2027 and remain tight through 2028.
Customers aren’t waiting for spot supply. They’re reserving capacity years in advance.
$MU $SKHY $DRAM 🔥
Samsung is locking up memory capacity through the end of the decade.
In July, it had signed long-term supply agreements with 5 major customers and was negotiating with 5 more.
Tonight’s update:
• 10 customers signed
• Another 10 in negotiations
• 60–70% of total production capacity could be covered by LTAs through 2030
Samsung also expects the memory shortage to worsen in 2027 and remain tight through 2028.
Customers aren’t waiting for spot supply. They’re reserving capacity years in advance.
$MU $SKHY $DRAM 🔥
Google started using third-party compute at the end of Q3 and will ramp it in Q4 due to supply constraints, bullish for neoclouds. $IREN
$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."
Microsoft's light capex quarter looks like timing, not demand.
$45.2B vs ~$50.7B expected, but Q2 is guided to over $50B and the calendar year to ~$170B. H2 accelerates on CPUs (including higher memory and storage costs), GPUs, and 3P capacity that slipped.
$CRWV and $NBIS fell ~5% after hours, $IREN ~3% most likely because of the capex news. Does the delayed capacity actually land in H2?
MICROSOFT $MSFT just reported earnings.
Earnings per share reached $4.89 🟢.
Revenue totaled $92.3B 🟢.
Zeek | Insights 📊 retweeted
Remember what Elon said exactly “Debt markets have almost Entirely shutoff”
Seems like $IREN will be just fine.
This is why secured power is becoming one of the most important parts of the AI trade.
The companies that can secure and deliver power may have a real edge as the grid struggles to keep up.
$IREN $CIFR $WULF are some companies to keep an eye out for.
Why a Marvell x Lumentum deal makes sense:
AI can’t scale on compute alone. It needs faster, more power-efficient connections between chips and optics is becoming a critical part of that infrastructure.
Marvell brings high-speed connectivity silicon. Lumentum brings optical components and laser technology, with demand already running ahead of capacity.
Together, they could give Marvell a more complete AI networking offering and put it closer to a supply-constrained part of the buildout. $MRVL $LITE
Alphabet reported $30.7B of Google Cloud revenue, up 103% YoY.
TPU system sales are now a meaningful contributor, while quarterly capex reached $51.4B and free cash flow fell to negative $9.1B
Google is no longer building TPUs only for itself. It is turning them into an external infrastructure business while spending aggressively to add more capacity.
Equinix reported the same demand from the data-center side: record bookings and nearly 40% more cabinet deliveries than originally planned for 2026.
AI infrastructure demand is still running ahead of available capacity. $GOOGL $EQIX
Oracle expects positive free cash flow in H2 FY28 and $30B+ in FY29, while planning up to $20B in FY27 funding.
That’s a huge AI infrastructure buildout. The next question is who’s adding the compute to meet that demand and whether they can make money doing it.
$NBIS reported $236M in Q2 adjusted EBITDA, with AI Cloud at about $286M and a ~50% margin.
$IREN reported $246M in FY26 adjusted EBITDA. Its AI revenue is still ramping as it brings capacity online.
Oracle, Nebius and IREN have different business models, but they’re all tied to the same AI compute buildout. $NBIS $IREN 👀
$MSFT Azure revenue reached $33.2B, up 48% and ahead of Microsoft’s prior 44–45% outlook. Commercial backlog jumped 73% to $677B
Microsoft also spent $39.4B in cash capex during the quarter, more than double last year.
Cloud demand is still accelerating, and Microsoft is spending aggressively to build the capacity needed to serve it.
MICROSOFT $MSFT just reported earnings.
Earnings per share reached $4.89 🟢.
Revenue totaled $92.3B 🟢.
Google $GOOGL just reported earnings
Revenue: $127.57B Vs $127.91B EST
EPS: $2.12 Vs $3.01EST
😬📉
MICROSOFT $MSFT just reported earnings.
Earnings per share reached $4.89 🟢.
Revenue totaled $92.3B 🟢.
Alright $MSFT don’t fail us today
Bank of America reports beneficial ownership of 16.39M $IREN shares, representing 4.1% of the company.
