Memory companies are leveraging AI-driven chip shortage to sign multi-year supply deals, attempting to make the historically cyclical memory market more structural.

Memory companies like SK Hynix and Micron are using AI-driven demand to sign multi-year supply deals, reducing cyclicality as customers desperate for chips commit long-term.

Micron, like SK Hynix, is leveraging AI demand to secure multi-year supply agreements, making the memory business less cyclical.

While Nvidia dramatically dominates the AI chip space, competitors like Google and new entrants are developing chips that use different memory types, potentially eroding Nvidia's…

The 15% drop in SK Hynix shares reflects profit-taking and speculative behavior; correction is on the way and downside risks dominate while volatility remains elevated.

The strategist sees a correction in memory chipmakers like SK Hynix driven by profit-taking and speculative leveraged ETF trading, with downside risks prevailing while volatility…

Chey Tae-won expresses confidence in sustained AI-driven memory demand growth, but emphasizes need for price stability to curb speculative trading in ADRs before considering addit…

Chey is confident AI demand will grow long-term, but wants stock price stability before returning for more ADR offerings; current volatility driven by speculative leveraged ETFs m…

The FCC's new assembly-line approval process benefits Amazon's Project Kuiper and its potential acquisition of Globalstar's spectrum for direct-to-cell service.

AST SpaceMobile is a beneficiary of the FCC's accelerated approval mindset for direct-to-device satellite connectivity.

Globalstar's spectrum assets make it a takeover target for Amazon to enable direct-to-cell service.

Apple's trade secret lawsuit will make Apple employees think twice about joining OpenAI, but OpenAI remains on track to announce its first hardware device this year with shipping…

Apple's lawsuit against OpenAI for allegedly recruiting former employees with trade secrets will make Apple employees think twice about joining OpenAI, protecting Apple's hardware…

Anduril, along with SpaceX, broke through defense procurement barriers demonstrating 10x better solutions; 8VC considers it a core defense holding with no plans to exit.

Palantir's valuation exploded from $30-40B to over $300B due to AI, and 8VC portfolio companies are growing 5-10x per year, reflecting an unprecedented industrial revolution.

8VC co-founded Saronic, which builds autonomous drones for defense; its Corsair drones recently used in CENTCOM operations, and the firm plans to hold this position long-term.

Cognition, an AI company in 8VC's portfolio, has raised three rounds in the past year and is considered one of the most important AI companies.

8VC is a significant investor in xAI, remains very bullish and plans to hold long-term, believing Elon Musk's assertion that xAI could become larger than the entire global economy.

8VC is a major investor in SpaceX, remains very bullish and plans to hold long-term.

8VC holds significant positions in Anduril and Saronic but does not plan to exit these defense investments despite liquidity opportunities.

8VC is positive on European defense tech company Helsing, noting an early investor (Jeannette) who is now at General Catalyst.

Lockheed Martin and other primes still capture the vast majority of defense spending through congressionally protected job programs, but political pressure is mounting to shift fu…

Raytheon and other primes still capture the vast majority of defense spending through congressionally protected job programs, but political pressure is mounting to shift funding t…