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yahaira

T3 · host / generalist

Bloomberg reporter covering Asian tech markets and AI developments.

4 calls·4 names·75% bull·last heard last month·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$005930.KSSamsung Electronics

Samsung mass-produces advanced AI storage drive for Nvidia platform, 2x faster

Samsung's new data center storage drive tailored for Nvidia's next platform doubles speed, addressing massive AI data demands and reinforcing Samsung's AI memory leadership.

Bloomberg Tech2026-07→
2ndmedium conviction
$DEEPSEEKDeepSeek

DeepSeek developing own inference chip to reduce Nvidia dependence

Chinese AI leader DeepSeek plans to develop its own chip for the inference stage, part of a broader shift by Chinese firms to allocate 46% of AI accelerator budgets to domestic suppliers.

Bloomberg Tech2026-07→
3rdlow conviction
$METAMeta Platforms

Meta launches Muse Image AI generation system integrated into Instagram

Meta debuts consumer-facing AI image generation tool Muse Image, its first major release under new AI leadership, integrating across apps to compete in creative AI applications.

Bloomberg Tech2026-07→

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recurring themes

4 total
$DEEPSEEK
DeepSeek
MEDyahaira·Bloomberg Tech·last month
DeepSeek developing own inference chip to reduce Nvidia dependence
Chinese AI leader DeepSeek plans to develop its own chip for the inference stage, part of a broader shift by Chinese firms to allocate 46% of AI accelerator budgets to domestic suppliers.
"NVIDIA IS FACING ANOTHER CHALLENGE OUT OF CHINA, REUTERS REPORTING DEEPSEEK HAS PLANS TO DEVELOP ITS OWN SHIP TO POWER AI SYSTEMS THAT WILL BE DESIGNED FOR THE INFERENCE STAGE."
39:43
$META
···
Meta Platforms
LOWyahaira·Bloomberg Tech·last month
Meta launches Muse Image AI generation system integrated into Instagram
Meta debuts consumer-facing AI image generation tool Muse Image, its first major release under new AI leadership, integrating across apps to compete in creative AI applications.
"META DEBUTED A NEW A.I. IMAGE GENERATION SYSTEM CALLED MUSE IMAGE. IT'S FIRST MAJOR RELEASE SINCE ALEXANDER WANG TOOK OVER THE COMPANY'S A.I. EFFORTS. NEWS WILL BE INTEGRATED INTO…"
21:55
$KNOWLEDGE-ATLAS-TECHNOLOGY
···
Knowledge Atlas Technology
LOWyahaira·Bloomberg Tech·last month
Chinese AI firm sells $4B shares after 1500% rally since HK listing
Extreme valuation surge enables massive follow-on offering for Chinese AI firm Knowledge Atlas Technology, proceeds earmarked for R&D and expansion.
"A CHINESE A.I. FIRM IS SLATED TO SELL $4 BILLION OF SHARES AFTER ITS STOCK SOARED NEARLY 1,500% FOLLOWING A JANUARY LISTING IN HONG KONG. THE FIRM WHICH TRADES AS KNOWLEDGE ATLAS…"
21:14
$005930.KS
···
Samsung Electronics
MEDyahaira·Bloomberg Tech·last month
Samsung mass-produces advanced AI storage drive for Nvidia platform, 2x faster
Samsung's new data center storage drive tailored for Nvidia's next platform doubles speed, addressing massive AI data demands and reinforcing Samsung's AI memory leadership.
"SAMSUNG SAYS IT HAS STARTED MASS PRODUCTION OF ITS MOST ADVANCED A.I. DATA CENTER STORAGE DRIVE, DESIGNED FOR NVIDIA'S UPCOMING PLATFORM. THE COMPANY SAYS THE NEW DRIVE IS MORE TH…"
21:34