YTD performance: +91% After such a run, I’m now looking at what comes next > 71 companies on the watchlist, mapped out over the coming months I share it all here hypertechinvest.com/p/my-ful…

Samsung Orders Final Equipment for Its First Texas 2nm Fab Samsung has reportedly ordered additional equipment to bring its first Taylor, Texas fab to 20,000 wafers per month by H2 2027, reaching its reported design capacity The facility is already qualifying equipment, with initial operations expected by the end of 2026. Tesla is its first confirmed customer, under a $16.5 billion AI chip manufacturing agreement Samsung also plans to begin construction of a second Taylor fab in November 2026, targeting 1.4nm production in 2030

$MU Taiwan strike ends, but labor dispute remains unresolved Micron’s Taoyuan union concluded its 24-hour warning strike on October 23, marking Taiwan’s first semiconductor industry strike Of the 1,637 union members who voted, 1,633 rejected Micron’s revised compensation proposal, representing 99% of voters and nearly 70% of total union membership While Micron’s Taichung union accepted the new profit-sharing and bonus structure, the Taoyuan union continues to demand better terms. Negotiations will resume on October 27, after being postponed due to a typhoon

$LITE down 10% just doesn't match what we've been seeing lately The market moves in strange ways Voting machine, weighing machine, whatever

Neoclouds getting crushed despite payback periods of less than a year? With B200 and B300 pricing at record highs? With hyperscalers reaffirming their capex plans? With AWS saying they're booked through 2028? $NBIS at $160 now Impressive.

Things are getting crazy in the stock market $IREN at $25 Woah.

$NBIS Secures $3.5 Billion Financing Facility With Citi The facility has a 364-day maturity, with an initial interest rate of SOFR + 2.75%, potentially increasing to SOFR + 3.50% One-year maturity Nebius is being really aggressive with its buildout Their payback expectations must be extremely strong.

Memory stocks could fall to a 0.01 P/E, and people would still say, "It's not cheap, it's cyclical."

$NBIS in the center looking nice and pretty at $NVDA GTC

$AMD Argues CPUs and FPGAs Are Just as Critical as GPUs for Physical AI AMD argues that raw computing power is not enough for robotics and physical AI. Predictable latency, real-time responsiveness, and efficient data movement are more important AMD advocates distributed computing architectures that combine GPUs and NPUs for AI inference, FPGAs for real-time control, and CPUs for coordination

Good lord JPM with a massive revision on $SPCX I understand the bullishness, but $500 is a bit absurd It's quite obvious that these banks, which have profited so much from SpaceX's IPO, are pretty biased

$MU Close to Avoiding Strike in Taiwan Micron has reached an agreement with its Taichung labor union, potentially averting the October 22 strike Starting FY2027, employees will receive quarterly profit-sharing bonuses, with 50% paid in cash and 50% in stock. Union projections suggest annual compensation could increase 179–249% for certain employee levels, depending on profitability

Musk Targets $SPCX First SRAM Test Chip by May–June 2027, With Volume Production in H2 2028 "We're just figuring out chip fabrication. So but I'll give it I'll tell you what our internal expectations are. Which obviously I put big error bars in this, because we don't know if we will actually achieve this or not. But it's what we're aiming for internally, is to make our first sort of test chip functional in approximately May or June of next year. That's just a kind of a SRAM chip or something that basically tests the line. That's at the research fab in Austin. And we're aiming to our aspiration is to reach volume production around Q3 of '28. At Terafab, at Gibbons Creek the main Terafab location. Now, these are very aggressive dates. And we're very appreciative of ASML and all of our other suppliers in accelerating equipment deliveries in order to achieve this outcome. Let's just say that that outcome of achieving volume production is, at least in the set of possible outcomes for Q3 or Q4 of '28. So these are obviously like insanely fast time frames for chip production. We do have, I think, some significant potential breakthroughs in chip fabrication, but I don't think I should discuss that on an earnings call."

This is actually not that bad from Anthropic The improvement in profitability is quite insane. It may actually be worth $1+ trillion after all

I’m unable to make any payments through Revolut or with my cards If it weren’t for the fact that I have another bank, I’d be helpless Wow. So much for the CEO acting cocky in interviews lately Not a serious bank yet

HSBC absolutely DESPISES $CRWV -36.5% downside in their eyes "Hyperscalers will earn higher revenue per MW." "Moderation in compute demand ahead." "Rising yields and debt market will constrain buildout." "2028 EPS estimates 60% below consensus." Ouch

Serious question When will the space industry become self-sustaining rather than one subsidized by shareholders? Apart from Starlink and a handful of other exceptions, most space companies are unprofitable That’s not something you normally see across an entire industry

I'll be honest, the people doubting neoclouds just lack the ability to think long term I'm not talking about company-specific cases, but the concept itself A hyper-specialized business with the sole purpose of securing power for energy-hungry AI and maximizing inference performance and efficiency at both the software and hardware levels It's a custom-made business model for the largest revolution in the history of technology, perfectly designed to serve it, and yet people think it's a speculative, maybe even temporary industry Nonsense.

Are these companies really going to keep using the Super Intelligence term? It’s just not possible to stop using “AI.” Why do they even try to overcomplicate things? I don’t believe for a second they’re sticking with that

“By the end of the 2030s, quantum is a trillion dollars of market value.” — $IBM CEO That's a BIG statement Makes me wanna get more serious about quantum stocks, even if he's obviously biased