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JUST IN: $META secures long term supply deal with $SNDK as it scales its AI infrastructure Meta is reportedly moving its in-house AI accelerator, code-named Iris, into production in September, according to an internal memo reviewed by Reuters. The chip is part of Meta’s MTIA Show more

12:43 PM · Jul 9, 2026

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riderofrohan172mo ago

Flow God

@FL0WG0D

$30.4 million into these $SNDK calls

1:54 PM · Jul 9, 2026

454

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riderofrohan172mo ago

Financelot

@FinanceLancelot

BREAKING: SK Hynix is reportedly rushing to IPO on U.S. markets as soon as Friday under the ticker symbol $SKHY The South Korean semiconductor giant is looking to raise $29 billion as it's set to become the largest ADR listing in Wall Street history. The push to IPO comes from Show more

8:45 PM · Jul 6, 2026

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riderofrohan172mo ago

Wow, $WULF signs a $19B DC lease with Anthropic today. Probably a very positive tailwind for the Neocloud/Colo sector.

12:35 PM · Jul 6, 2026

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riderofrohan172mo ago

Trade Whisperer

@TradexWhisperer

$MU $DRAM $SKHY Holy Structural Shit DRAM Prices will climb for the next ~2 years due to Chronic Undersupply. Every quarter a new record. Q4 2027 alone is projected at ~$260 billion in revenue at 86%+ margins, so roughly $1 trillion in one year.

6:01 PM · Jul 6, 2026

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riderofrohan173mo ago

Just dropping these 3 slides from Agility Robotics ( $CCXI ) presentations. For the US robotic program doomposters: 1. “75% of parts” - sourced from the USA 2. Just eyeballing the graph, looks like <$30k BOM mass production. People were just looking at the ~$145K cost. 3. Show more

5:09 PM · Jul 1, 2026

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riderofrohan173mo ago

Just this hour: BlueCrest Capital Management and its Billionaire Michael Platt crossed the threshold and disclosed a 5.6% stake in $CCXI. I knew Agility Robotics would be popular…

Serenity

@aleabitoreddit

Agility Robotics is literally the #1 humanoid player in the US in terms of commercialization today imo. Personal Rankings: 1. Agility Robotics via $CCXI 2. $TSLA Optimus ($1T+ company) 3. Figure at $39B from 2025, likely higher now. With Tesla likely taking the lead a year

7:33 PM · Jul 2, 2026

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riderofrohan173mo ago

Just a random thought, leading US humanoid players strangely me of the current LLM dynamics: Agility ( $CCXI ) kinda feels like Anthropic for robotics. With $AMZN and $NVDA heavily backing it, ingrained with $GOOGL Deepmind (like TPUs). And it starts off with enterprise Show more

11:07 AM · Jul 1, 2026

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riderofrohan173mo ago

Autopilot

@joinautopilot