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▶ 15:27 · $META · Use it Before it Goes Away (Again)

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$META···bullish· mediumejaaz

Meta monetizes GPU fleet via inference sales to fund training

Meta is selling inference capacity on older GPU clusters to generate high-margin revenue that funds next-generation training infrastructure, replicating SpaceX's compute monetizat…

$ETCHEDbullish· highunknown

Etched's low-voltage inference chip targets 75% power reduction with TSMC backing

Etched's vertically integrated, low-voltage inference architecture achieves 75% less power per token with cluster-coherent memory, backed by TSMC equity and $1B in pre-orders, pos…

$MU···bullish· mediumunknown

Memory supply inelasticity supports margins until 2028 despite selloff

Memory represents 50-60% of AI hardware costs with Micron margins doubling to 80% vs 30% historical, and supply cannot scale meaningfully before 2028, making the recent 10% sellof…

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