GF SECURITIES

Hong Kong-based arm of GF Securities, a major Chinese brokerage; covers tech and hardware supply chains.

Predictions & track record (1)

• Awaiting grading Memory now makes up 26% of a Rubin rack's cost. It was 9% on Blackwell.To be scored by checking whether cloud providers take Rubin deliveries on the planned Q3 2026 shipment / Q4 2026 volume-ramp schedule.

2 related posts

• Watch Memory now makes up 26% of a Rubin rack's cost. It was 9% on Blackwell. Jukan (@jukan05) · 2026-07-28
• Bull AMD's Market Forecast Got Raised to $1.4 Trillion. The Number Traces Back to AMD's Own CEO Jukan (@jukan05) · 2026-07-24