White-Haired Stock God serenity (X Paid Subscription) KOL Pr
This channel focuses on the AI semiconductor supply chain and in-depth analysis of the technology industry, covering topics such as memory cycles, optical modules/lasers, TSMC earnings, robot listings, and AI infrastructure. The analytical style leans toward a supply chain perspective, frequently citing earnings Q&A, channel research, and executive remarks, and summarizing them in conjunction with supply-demand data and the financing environment. Recent areas of focus center on memory prices and long-term agreements, whether AI computing demand has peaked, and fundamental verification amid market panic.
**Overall leaning**: Bullish but attentive to financing and capacity risks
7-Day View Timeline
- **2026-10-13** Agility Robotics passes SEC review, humanoid robot to go public: The S-4 form has gone effective, with a shareholder vote expected on November 2 and the merger completed in November. The listing ticker is AGLT, completing the business combination via CCXI.
- **2026-10-13** Questioning the motives behind Elon's offensive on memory prices: Posted asking why Elon has been frequently attacking memory pricing in recent posts, speculating whether $SKHY and Samsung have raised memory prices too much.
- **2026-10-14** Largan chairman says MicroLED unlikely to be a solution for AI data centers: The Largan chairman raised concerns about MicroLED power consumption, size, and transmission efficiency, believing it is unlikely to be feasible, which indirectly benefits routes such as CW lasers.
- **2026-10-15** TSMC earnings: AI demand far exceeds supply, record profit: During the Q&A session, management confirmed that demand exceeds supply, AI accelerator growth may see a CAGR of over 50% through 2029, and Q4 guidance revenue of $52.3 to $54.3 billion.
- **2026-10-15** Google discusses extending memory long-term agreements through 2035: Channel research shows Google is pushing to extend LTAs to 2035, Samsung's 70% of capacity already allocated through 2031, and HBM prices expected to rise 80% to 100% in Q1 2027.
- **2026-10-15** Jensen Huang states Coreweave's strength continues to grow: Jensen responded to the Neocloud sell-off at a Stockholm event, saying Coreweave's strength improves every day and its cost of capital is declining, seeing no need for NVIDIA to provide financial backstopping.
- **2026-10-15** Exploring AI network wars and the strategic value of computing power: Conversations with NEA and frontier lab personnel concluded that AI's impact on cybersecurity far exceeds commercialized revenue, and nations may accelerate sovereign computing builds as a result.
- **2026-10-16** DELL CEO says memory shortage is a 4-year problem: The DELL CEO stated that building factories takes about 4 years, with new capacity only appearing in 2029 to 2030, believing the supply-demand imbalance in 2027 may worsen further.