◆ Stacks
Glossary
data center
A building packed with tens of thousands of servers, where the cloud and AI actually run.
Bull 18 Watch 17 Bear 3
Predictions & track record (21) Awaiting grading Google Posted a Record Quarterly Profit, and Its First Negative Cash Flow in 21 Years Check whether Alphabet's free cash flow turns positive again in Q3, and whether SpaceX holds its current share price (around $110s). Awaiting grading The Day SK Hynix Locked In Xiaomi as Its First LPDDR6 Customer, Its Stock Fell Below IPO Price Check by end of December 2026 whether CXMT starts LPDDR6 mass production on schedule and begins supplying Xiaomi/Huawei, and whether SK Hynix's ADR recovers above its $149 IPO price. Awaiting grading With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones? Check when Samsung reports Q2 2026 earnings whether the Mobile eXperience division actually swung to an operating loss, as several brokerages estimated. Awaiting grading Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data Center Check by Q1 2027 whether this deal closes as reported, and whether OpenAI secures an independent investment-grade credit rating. Awaiting grading Substrates, Memory and Specialty Gas All Tighten at Once in the AI Chip Supply Chain Check whether substrate, DDR5 and WF6 prices keep climbing together next quarter, and whether actual AI server shipment delays get reported. Awaiting grading A new warning: US natural gas could run short by 2028, and this time it's demand, not supply Grade in mid-2028: is US natural gas supply starting to fall short of demand as Smith predicted, with storage tracking toward depletion by 2030? Awaiting grading SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying? To be scored on whether Q3 2026 QLC contract pricing settles above $0.38, and whether SanDisk's LTA share actually clears half of shipments. Awaiting grading SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat? Check whether AMD actually reaches SemiAnalysis's revised October 2026 target for CI test parity with Nvidia's CUDA on vLLM and SGLang gating tests. Awaiting grading Meru: oil isn't the whole story behind the Treasury yield spike, the US deficit and Big Tech debt are crowding it too Check whether the August 5, 2026 US Treasury quarterly refunding statement drops the "at least" language guaranteeing stable auction sizes, which would signal more Treasury issuance ahead. Awaiting grading Intel confirms it decided in Q2 to go full high-volume production on its 14A chip process by 2028, a year ahead of what the market had assumed Check whether Intel actually begins 14A risk production for internal products in the second half of 2027 as guided, the first checkpoint toward the stated 2028 high-volume ramp. Awaiting grading Nvidia's 800V power system for next-gen AI racks may slip to 2028, SemiAnalysis warns, but supply chain pushes back Check around Q1 2027 whether Nvidia's 800V HVDC system reaches large-scale production on the original timeline or slips into 2028 as SemiAnalysis warned. Awaiting grading Intel posts Q2 revenue up 25% and its best quarterly growth in over 15 years, as shares surge more than 11% on AI data center demand Check Intel's next quarterly report, expected around late October 2026, to see whether revenue lands in the guided $15.8 billion to $16.8 billion range and whether the AI data center segment keeps growing at a similar pace. Awaiting grading Meru: Alphabet raises 2026 capex to $195-205B even as free cash flow turns negative, good news for Samsung and SK Hynix Check at Alphabet's Q3 2026 earnings, expected around late October, whether free cash flow returns positive and cloud order backlog keeps growing past the $514B Q2 level. Awaiting grading Trump threatens to bomb an Iranian bridge or power plant for every shot fired in the Strait of Hormuz Check in the following weeks whether Iran fires at a ship in the Strait of Hormuz again, and if so, whether the US follows through with a strike on an Iranian bridge or power plant as Trump warned. Awaiting grading AMD and Anthropic sign a multi-billion dollar chip supply deal, with AMD investing up to $5 billion back into Anthropic Check around AMD's August 4, 2026 earnings call and through 2027 whether the Anthropic deal (2GW of MI450 chips, up to $5B AMD investment) proceeds on the announced schedule. Awaiting grading Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI's Track whether AMD officially confirms Anthropic as a gigawatt-scale customer and whether the stock approaches the $640 price target over the following months. Awaiting grading Iran says it hit an Amazon datacenter in Bahrain, oil jumps back above $90 Check whether Brent crude holds above $90/barrel through the end of July 2026, as Kobeissi projected. Awaiting grading Neoclouds rip higher as IREN lifts its AI-cloud revenue target above $4B Score later: does IREN's recurring-revenue run-rate actually reach the $4B+ target it guided to here? Awaiting grading Morgan Stanley: the memory shortage shows no signs of easing into 2028 Score when Q3 memory contract prices print: did like-for-like DRAM rise at least 25% Q2->Q3 as Morgan Stanley forecast? Awaiting grading Server DRAM spot prices blow out to a 146% premium Grade after major hyperscalers report Q2/Q3 2026 earnings: did server DRAM contract prices post a clear upward revision, following the July spot surge? Awaiting grading SemiAnalysis: inside Meta's five-front, multi-gigawatt bid to catch OpenAI and Anthropic Score at end of 2026: does Meta actually have more AI compute than OpenAI and Anthropic, as SemiAnalysis projects? 46 related posts
Watch Google Posted a Record Quarterly Profit, and Its First Negative Cash Flow in 21 Years Charlie Bilello · 2026-07-28 Watch The Day SK Hynix Locked In Xiaomi as Its First LPDDR6 Customer, Its Stock Fell Below IPO Price Jukan (@jukan05) · 2026-07-28 Watch Why Nvidia is guaranteeing $250 billion of OpenAI's debt: the same reason showed up in the fiber-optic bubble 25 years ago 메르 (ranto28) · 2026-07-28 Watch The semiconductor bear case hasn't changed in months. So why is the selling happening now? Jukan (@jukan05) · 2026-07-27 Watch With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones? Jukan (@jukan05) · 2026-07-27 Watch Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data Center Serenity (@aleabitoreddit) · 2026-07-27 Bull Intel's server CPU prices jumped 48% in a quarter, and not because it charged more Jukan (@jukan05) · 2026-07-26 Watch Substrates, Memory and Specialty Gas All Tighten at Once in the AI Chip Supply Chain Serenity (@aleabitoreddit) · 2026-07-26 Watch A new warning: US natural gas could run short by 2028, and this time it's demand, not supply Doomberg · 2026-07-26 Watch Storage's new yardstick for AI data centers: not $/TB, but $/GPU-hour Jukan (@jukan05) · 2026-07-26 Watch SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying? Jukan (@jukan05) · 2026-07-25 Bull SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat? SemiAnalysis · 2026-07-25 Watch Meru: oil isn't the whole story behind the Treasury yield spike, the US deficit and Big Tech debt are crowding it too 메르 (ranto28) · 2026-07-25 Bull Applied Optoelectronics isn't left behind by co-packaged optics, industry insider says pluggable transceivers still have a decade left Serenity (@aleabitoreddit) · 2026-07-24 Bull Analyst raises AI accelerator market forecast to $1.4 trillion by 2030 as AMD's MI500 adds optical interconnects Jukan (@jukan05) · 2026-07-24 Bear Intel's post-earnings rally evaporates, wiping out $90 billion in market cap in a single day The Kobeissi Letter (@KobeissiLetter) · 2026-07-24 Watch US data center power demand seen surging 253% by 2035, to 194 gigawatts The Kobeissi Letter (@KobeissiLetter) · 2026-07-24 Watch Wall Street stops trading AI chipmakers and AI spenders as one trade, as their 30-day correlation collapses toward zero The Kobeissi Letter (@KobeissiLetter) · 2026-07-24 Bear Oracle's credit-default insurance jumps to a record high, with S&P placing the company just one notch above junk The Kobeissi Letter (@KobeissiLetter) · 2026-07-24 Bull SK hynix starts hiring for 3D-stacked DRAM aimed at on-device AI, and says it already has a US customer lined up Jukan (@jukan05) · 2026-07-24 Bull Intel confirms it decided in Q2 to go full high-volume production on its 14A chip process by 2028, a year ahead of what the market had assumed Jukan (@jukan05) · 2026-07-23 Watch Nvidia's 800V power system for next-gen AI racks may slip to 2028, SemiAnalysis warns, but supply chain pushes back Jukan (@jukan05) · 2026-07-23 Bull Intel posts Q2 revenue up 25% and its best quarterly growth in over 15 years, as shares surge more than 11% on AI data center demand The Kobeissi Letter (@KobeissiLetter) · 2026-07-23 Bear China's YMTC overtakes Micron and SanDisk in NAND market share, closing in on Kioxia Jukan (@jukan05) · 2026-07-23 Bull Meru: Alphabet raises 2026 capex to $195-205B even as free cash flow turns negative, good news for Samsung and SK Hynix 메르 (ranto28) · 2026-07-23 Bull Trump threatens to bomb an Iranian bridge or power plant for every shot fired in the Strait of Hormuz Donald J. Trump (@realDonaldTrump) · 2026-07-22 Bull AMD and Anthropic sign a multi-billion dollar chip supply deal, with AMD investing up to $5 billion back into Anthropic The Kobeissi Letter (@KobeissiLetter) · 2026-07-22 Bull Open source AI may multiply memory demand, not shrink it Jukan (@jukan05) · 2026-07-22 Watch China is building nuclear reactors faster than the rest of the world combined The Kobeissi Letter (@KobeissiLetter) · 2026-07-21 Bull Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI's Jukan (@jukan05) · 2026-07-21 Bull Iran says it hit an Amazon datacenter in Bahrain, oil jumps back above $90 The Kobeissi Letter (@KobeissiLetter) · 2026-07-21 Bull Neoclouds rip higher as IREN lifts its AI-cloud revenue target above $4B Serenity (@aleabitoreddit) · 2026-07-20 Bull Morgan Stanley: the memory shortage shows no signs of easing into 2028 Jukan (@jukan05) · 2026-07-20 Bull Server DRAM spot prices blow out to a 146% premium Jukan (@jukan05) · 2026-07-20 Watch Serenity maps the AI hardware bottlenecks, and who supplies them Serenity (@aleabitoreddit) · 2026-07-20 Watch The memory Big Three quietly walk away from their own CXL chips Jukan (@jukan05) · 2026-07-20 Bull Serenity smells more AI capex coming, frontier models are out of capacity Serenity (@aleabitoreddit) · 2026-07-19 Trump calls datacenters 'liquid gold' and puts New York on blast for banning them Donald J. Trump (@realDonaldTrump) · 2026-07-16 America's China curbs crack open an ESS window for Korea's battery trio 메르 (ranto28) · 2026-07-15 Japan and Texas are now funding the optics layer Serenity (@aleabitoreddit) · 2026-07-15 The scandium problem: a short seller calls Bloom Energy's China bluff Doomberg · 2026-07-14 The three-piece China squeeze handing US energy storage to Korea 메르 (ranto28) · 2026-07-14 Blockade first, toll later: reading Trump's Hormuz play 메르 (ranto28) · 2026-07-14 Bull SemiAnalysis: inside Meta's five-front, multi-gigawatt bid to catch OpenAI and Anthropic SemiAnalysis · 2026-07-09 Zuckerberg opens Meta's model API: agentic performance at a discount Mark Zuckerberg (@finkd) · 2026-07-09 Gas in one side, data out the other: the off-grid project that finally pencils Doomberg · 2026-07-07
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