인포마켓 강용운 @yongwoonkang
Semiconductors, AI, and real tech — clear analysis from a former capital markets reporter and derivatives trader, delivered through my YouTube channel. youtube.com/channel/UCprlu… Joined August 2025-
Tweets467
-
Followers19
-
Following75
-
Likes64
US ARMY AWARDS NEW COMBAT GOGGLE CONTRACTS The Army has tapped an Anduril – $META team and Rivet Industries to build competing prototypes of a next-gen battlefield headset. Rivet’s award is worth $195M while Anduril’s comes in at $159M. The program builds on Microsoft’s…
TLDR: I estimate the AI5 computer will deliver 3-4x more compute than AI4. I predict Tesla will use AI5 chips which fail QC, cut them down to become an 'AI5 lite' and underclock them to fit the power budget of the HW3 harness while still delivering much more performance than AI4.…
Nice. Glad to see more people thinking through this carefully. Some comments: 1) The functional TOPS of the silicon is dominated by the NNU, and (conceptually) modest architectural changes to the NNU have a big impact on TOPS without much power or area change. For example -…
Nice. Glad to see more people thinking through this carefully. Some comments: 1) The functional TOPS of the silicon is dominated by the NNU, and (conceptually) modest architectural changes to the NNU have a big impact on TOPS without much power or area change. For example -…
Porsche is using Apple Vision Pro to showcase the internals of the new 911 Turbo S. Great example of shared spatial experiences 🚘👓 Full video: youtube.com/live/CcBNYw8pj…
🚨Chinese robot maker Unitree just filed for a $7B IPO with >$140M in revenue making it the biggest public humanoid robot company. 65% of its revenue comes from robot dogs (70% global market share) and 30% from humanoids. China’s engineering society just continues to build.
Google is trying to incentivize cloud providers to adopt its TPUs. As an example, the company has agreed to act as a financial “backstop” of up to $3.2 billion for Fluidstack’s new data center lease, helping Fluidstack raise debt to build the facility. Read more:…
Jared Isaacman teases on the SRS podcast that SpaceX has “gone two generations beyond” the initial EVA spacesuit tested during Polaris Dawn. SpaceX intends to manufacture thousands of spacesuits for use on the Moon & Mars, each gen is a stepping stone towards that. #SERASpace
Watch the podcast below: youtu.be/_OsxqifuTi4?si…
𝗪𝗲’𝘃𝗲 𝗷𝘂𝘀𝘁 𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲𝗱 𝗼𝘂𝗿 𝘃𝗲𝗿𝘆 𝗳𝗶𝗿𝘀𝘁 𝗝𝗲𝘁𝘀𝗼𝗻 𝗢𝗡𝗘 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝘆! Palmer Luckey — tech visionary from California — completed ground training in under 50 minutes before confidently taking the controls for his first low-altitude flights. A…
$NVDA GB200 Racks OEM Shipment in August: "Our GB200/300 racks forecast now stands at ~27.6k (vs ~34k previously): We previously overestimated the pace of the volume ramp for these racks. We now estimate 3Q rack shipments to reach 8.5k racks, rising to ~13.2k in 4Q." 1) Quanta…
I expect the new heat management system/vapor chamber on the iPhone 17 Pro and Pro Max to be a key point tomorrow. That, of course, in addition to the external design changes, new orange and blue colors, and major camera upgrades (48MP across lenses, improved optical zoom).
A few facts about ASML's $ASML moat: - The core of ASML moat is hard science. Printing patterns 2 nanometers apart on silicon at scale with consistency and throughput is something only they have figured out how to do. - The EUV machines are the most technically complex machines…
A few facts about ASML's $ASML moat: - The core of ASML moat is hard science. Printing patterns 2 nanometers apart on silicon at scale with consistency and throughput is something only they have figured out how to do. - The EUV machines are the most technically complex machines…
MediaTek has reportedly secured a 5G modem chip supply for $AAPL's Watch. According to industry sources, $AAPL will increase the share of its in-house modem chips this time, reducing reliance on $QCOM and $INTC. The Apple Watch Ultra will, for the first time, feature 5G and…
@danielnewmanUV Exactly — custom silicon and NVIDIA can coexist. Hyperscalers will pursue ASICs for specific workloads, but the flexibility, ecosystem, and time-to-market advantages of NVIDIA still make it indispensable. Not a zero-sum game, just expanding TAM. #nvidiacollaboration #asics…
$NVDA CEO Jensen Huang was correct when he said a lot of ASICs get canceled. However, the percentage that get canceled doesn't matter. What really matters is whether $META $MSFT $GOOGL OpenAI $AMZN and a small number of others stay committed to their custom silicon roadmap. We…
Character Capsules by GPT-5 & Nano Banana on @BasedLabsAI 💊 Prompt👇🏻
#Google unveiled Ironwood, its next-gen TPU pod. Each pod packs 9,216 chips, interconnected at 1.2 TB/s, delivering up to 42.5 FP8 exaflops of compute — and it’s 33× more energy-efficient than TPUv1. A major leap for AI infrastructure, showing how scale + efficiency will…
Bloomberg says Nvidia's growth is slowing. They're looking at 56% revenue growth and calling it weak. Here's what the actual numbers show (and why the media is wrong):
Analyst Atif Malik of Citi: "We reduced Nvidia's '26 GPU sales estimates by 4% to reflect $AVGO comments about accelerating artificial intelligence chips growth. We see a $12B GPU sales hit to Nvidia from Broadcom's XPU deals." PT lowered to $200 from $210. It’s funny how his…
Analyst Atif Malik of Citi: "We reduced Nvidia's '26 GPU sales estimates by 4% to reflect $AVGO comments about accelerating artificial intelligence chips growth. We see a $12B GPU sales hit to Nvidia from Broadcom's XPU deals." PT lowered to $200 from $210. It’s funny how his… https://t.co/LCiSRgBAjX
SAXON MVSK @sax0n80804b
246 Followers 6K Following son of Elon Musk🇺🇸 #thankyall for the love & #support❤️🩹👩🚀
Online @Onlinee_
55 Followers 2K Following Official Account To Privately Communicate With Elon Musk 👑
numanniy(💙,🧡)�... @ThisAnne
2K Followers 2K Following #BTC #TSLA Investor，How can life be without ups and downs? If you encounter them, face them bravely. How can life be smooth sailing?
Jolee @utvadhqsmx
84 Followers 325 Following The only thing necessary for the triumph of evil is for good men to do nothing. 😡
Souria/ صُورية @Souria38
0 Followers 8 Following ليسانس اتصال ماستر اتصال جماهيري مصممة جرافيك Free Palestine 🇵🇸 🇩🇿🇵🇸❤️🕋💯
Space Cow Boy @CowSpace956
1K Followers 2K Following CEO-SpaceX 🚀 Tesla 🚘 Twitter Founder-The Boring Company
Lonely Star @AmberAura90
177 Followers 425 Following Learning to listen to my intuition, I trust my inner voice. What is your gut telling you today?
Adora @ilovetosuffr
183 Followers 248 Following 🌍 Travel enthusiast | 🧘♀️ Yoga practitioner | ⛳️ Golf enthusiast | 📚 Book explorer | Sharing my love and discovery of life!
eric park @yacc_eric
124 Followers 393 Following
REEVE MUSK @reevemuskZSM
54 Followers 2K Following Building a sustainable future through innovation and exploration. CEO of Tesla and SpaceX.
hedgedworld @hedgedworld
1K Followers 969 Following SemiConduct/AI/TechStock&Review, Financial Instrument, QuantTrade&Invest, CryptoCurrency, HFT and ETC. CFA holder. Opinions are my own.
Buiqa @Buiqa4764
36 Followers 516 Following
yongseob gil @YongseobG
8 Followers 36 Following
Tlaciev @Tlaciev32386
33 Followers 347 Following
Idawkar @Idawkar36867
31 Followers 466 Following
Goldman Sachs @GoldmanSachs
1.1M Followers 11 Following Official account for Goldman Sachs. The latest insights, analysis, and news from across the firm. https://t.co/3FRVF3sdcC
Morgan Stanley @MorganStanley
729K Followers 219 Following Official account of Morgan Stanley. We provide a range of investment banking, securities, investment management & wealth management services worldwide.
NASA Technology @NASA_Technology
1.2M Followers 232 Following We develop, demonstrate, and infuse transformational technologies that enhance NASA’s efforts to explore the unknown in space and benefit life on Earth.
Varda Space Industrie... @VardaSpace
35K Followers 56 Following Varda is designing and building the infrastructure needed to make low Earth orbit accessible, from in-orbit production equipment to reliable reentry capsules.
Semiconductor News by... @DylanOnChips
9K Followers 1K Following News/features about semiconductors from @CRN Senior Editor Dylan Martin. Send tips to [email protected] or dylanljmartin.81 on Signal.
Wall St Engine @wallstengine
82K Followers 639 Following Fast, accurate, consistent stock market news, earnings highlights & more. One-stop for traders/investors. Not financial advice. https://t.co/xkzG2tC7rB
The Information @theinformation
120K Followers 704 Following The most authoritative publication covering tech that high-powered tech execs and founders read daily. TITV M-F at 1 ET: https://t.co/M0NywExhuj
Dylan Patel @dylan522p
94K Followers 941 Following SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop
Wojciech Zaremba @woj_zaremba
119K Followers 204 Following Co-Founder of OpenAI https://t.co/OCQ3mpf0IN
Andrej Karpathy @karpathy
1.4M Followers 1K Following Building @EurekaLabsAI. Previously Director of AI @ Tesla, founding team @ OpenAI, CS231n/PhD @ Stanford. I like to train large deep neural nets.
Asimov Press @AsimovPress
8K Followers 123 Following Asimov Press is a publisher focused on the science and technologies that promote flourishing. Part of @AsimovBio. Supported by @AsteraInstitute and @Stripe.
Reuters Business @ReutersBiz
2.9M Followers 239 Following The latest business and financial news from around the 🌍 with insights from @breakingviews. Our new daily podcast is here: https://t.co/WoRUGLyyeH
ΛRMIN | AI @Arminn_Ai
2K Followers 100 Following Prompt & sref sharing | AI enthusiast | AI Explorer
NVIDIA Newsroom @nvidianewsroom
22K Followers 35 Following The official newsroom for NVIDIA. Innovation delivered daily.
Mark Gurman @markgurman
426K Followers 2K Following Breaking News on Apple & Tech. Bloomberg Managing Editor. @UMSI Board Member. Send secure tips on Signal: markgurman.01 or email [email protected].
Umesh @umesh_ai
36K Followers 1K Following Creator, Prompter, Developer | Built https://t.co/UbiUnFZVjS
Google Gemini App @GeminiApp
200K Followers 38 Following The Gemini app turns research into reality, bringing frontier AI experiences like Veo 3, Deep Think, Nano Banana and more to hundreds of millions of people.
Ray Wang @rwang07
17K Followers 2K Following Research Director, Semiconductors, Supply Chain, and Emerging Tech @TheFuturumGroup Focus on Semiconductors and AI, sometime macro. *DM open.
NVIDIA AI @NVIDIAAI
237K Followers 793 Following The latest breakthroughs and the future of AI for business leaders.
NVIDIA @nvidia
2.4M Followers 47 Following The official handle for NVIDIA. Blog: https://t.co/JAn5eKOTBT Support: https://t.co/6ln5FVnA2o All our social media: https://t.co/Uc56dL57Dh
Y Combinator @ycombinator
1.5M Followers 344 Following We help founders make something people want. Subscribe to our newsletter: https://t.co/sjqjxxBeLc
TechCrunch @TechCrunch
10.3M Followers 463 Following Technology news and analysis with a focus on founders and startup teams. Got a tip? https://t.co/J0WxnZxSRY
Paul Graham @paulg
2.1M Followers 774 Following
Marc Andreessen 🇺�... @pmarca
1.9M Followers 27K Following Yes, I can see some risk that your threat to jail Internet company executives for not censorsing aggressively enough could backfire.
a16z @a16z
875K Followers 52 Following we invest in software eating the world https://t.co/A9eTFq6plZ https://t.co/MXGUBJoesw Watch "The Ben & Marc Show": https://t.co/eRuDhx7kpe
TBPN @tbpn
102K Followers 924 Following Technology's daily show. Hosted by @johncoogan and @jordihays. Streaming live 11AM-2PM PT every weekday and available on Apple, Spotify, and YouTube.
Bill R @Boca_Bill_R
11K Followers 130 Following VP Starship Engineering @SpaceX | Formula SAE Design Event Chief Judge
郭明錤 (Ming-Chi K... @mingchikuo
206K Followers 321 Following 天風國際證券分析師，分享科技產業趨勢觀察與預測｜TF International Securities analyst. Sharing observations and predictions of tech industry trends.
Sawyer Merritt @SawyerMerritt
956K Followers 401 Following EV/space/tech news. Bringing you the latest news in a single, easy-to-read feed. $TSLA investor & Model Y owner.
NVIDIA Robotics @NVIDIARobotics
117K Followers 377 Following NVIDIA Robotics inspires visionaries and developers to create the next generation of AI-driven robots and explore the world of physical AI.
Sebastien Bubeck @SebastienBubeck
56K Followers 1K Following I work on AI at OpenAI. Former VP AI and Distinguished Scientist at Microsoft.
Kim Seobang Investing @kimsbinvesting
8K Followers 2K Following Just a Dad Writing My Investing Journey💪 미국사는 직장인 아빠의 미국 주식으로 은퇴까지🔥 $TSLA $RKLB $OSCR $SOFI $RDDT $ASTS 🚀
Antonio Linares @alc2022
97K Followers 240 Following Early and long term $AMD, $TSLA, $PLTR, $SPOT, $HIMS, $DUOL investor. This is not financial advice and is my ONLY account. Please do your own research.
Ram Ahluwalia CFA, Lu... @ramahluwalia
47K Followers 11K Following Non-Consensus Investing. Founder of @lumidawealth. ex-Wall St. Macro, markets, digital assets and philosophy. e/acc. NYC & Exeter alum
Nancy Pelosi Stock Tr... @PelosiTracker_
1.2M Followers 522 Following Highlighting Politicians' trades so we can invest alongside Goal: get them banned from trading. $800,000,000 invested on @joinautopilot_ so far
AlphaSense @AlphaSenseInc
26K Followers 491 Following Powering the world’s biggest decisions. 6K+ companies trust our AI search and market intelligence platform to deliver timely insights. (Not investment advice)
Luke Hallard @7LukeHallard
18K Followers 233 Following Professional investor and podcast host, spotlighting companies shaping a better future through technology and innovation. 22% CAGR over 22 years.
Joshua Achiam @jachiam0
22K Followers 1K Following Freedom, flourishing, and abundance. Head of Mission Alignment at @openai. Main author of https://t.co/cKuSh21yaz
Berkeley AI Research @berkeley_ai
225K Followers 368 Following We're graduate students, postdocs, faculty and scientists at the cutting edge of artificial intelligence research.
Demis Hassabis @demishassabis
489K Followers 146 Following Nobel Laureate. Co-Founder & CEO @GoogleDeepMind - working on AGI. Solving disease @IsomorphicLabs. Trying to understand the fundamental nature of reality.
OpenAI @OpenAI
4.3M Followers 3 Following OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6Lg202
Sravan Kundojjala @SKundojjala
15K Followers 5K Following Semiconductors, Analyst @SemiAnalysis_ No investment advice. Opinions are mine only.
Tesla Owners Silicon ... @teslaownersSV
1.3M Followers 773 Following The most notorious Tesla Club in the world. Creator of @thextakeover and taking the Takeover global. We amplify sustainability and philanthropy.
Farzad @farzyness
348K Followers 2K Following
BBC Breaking News @BBCBreaking
51.8M Followers 3 Following Breaking news alerts and updates from the BBC. For news, features, analysis follow @BBCWorld (international) or @BBCNews (UK). Latest sport news @BBCSport.
Google DeepMind @GoogleDeepMind
1.2M Followers 279 Following We’re a team of scientists, engineers, ethicists and more, committed to solving intelligence, to advance science and benefit humanity.
Mark Kingdon @Markis
4K Followers 5K Following Angel investor @Twitter @OfferUp @TheRealReal @Homelight + 30 more; 1 of 8 a unicorn; Brd Chair @MiamiAngelsVC Fmr CEO SecondLife & Organic, Inc.
Andrew Ng @AndrewYNg
1.3M Followers 1K Following Co-Founder of Coursera; Stanford CS adjunct faculty. Former head of Baidu AI Group/Google Brain. #ai #machinelearning, #deeplearning #MOOCsTrends for United States
You might like
