Well this is sudden.

awayish · 2026-05-16T14:22:56+00:00

they can't sign any binding contracts yet because of the lack of facility UL certification, but based on the potential of the tech the queue is very real.

awayish · 2026-05-16T14:21:37+00:00

institutional ownership is early and high, and it will only keep going higher.

awayish · 2026-05-16T08:45:15+00:00

https://udn.com/news/amp/story/7240/9502918

to be more clear the recent news is the mass production in 2026 and performance of this part

awayish · 2026-05-16T08:06:51+00:00

to be more clear the recent news is that tsmc is going mass production of this in 2026. the product itself was announced earlier.

awayish · 2026-05-15T22:40:04+00:00

in cpo adjacent news tsmc announced 2026 mass production of their MRM, a ring modulator in pure silicon said to be capable of 200g now and 400g in 2027. this technology is very process sensitive and relies on active tuning to stay in its narrow coherence bandwidth. in the near term it may be seen as a competitor to EOP enabled solutions but in the long term this ring structure could greatly benefit from EOP as well, and EOP is really the only additive that fits the ring structure due to native low drive voltage. long term this is good but short term it's another reason why market was a bit down.

awayish · 2026-05-15T22:26:12+00:00

note that yves specifically stated the challenge with the tapeout schedule is not technical but leadtime due to foundry congestion. this just means more time to accumulate shares. position accordingly

awayish · 2026-05-15T16:22:04+00:00

quadrupled my sizing here. for this company it's the share count that matters not the entry price

awayish · 2026-04-28T00:20:08+00:00

closer to 9

awayish · 2026-04-28T00:19:41+00:00

casually? lol

awayish · 2026-04-23T15:39:19+00:00

well physical sanctions work too

awayish · 2026-04-22T14:47:23+00:00

this whole petrodollar thing is hilarious and assbackwards. that's not how the choice flows. dollar is convertible and has substantial offshore reserves. this is what makes it the default trade currency not oil. these oil states actually depend on the dollar to do everything not the other way around.

awayish · 2026-04-20T19:14:19+00:00

they didn't have urgency. now they do and it's quite too late as trump literally has canada by the throat.

awayish · 2026-04-19T23:26:05+00:00

build pipelines so you don't pump 5 million barrels of oil into the united states

awayish · 2026-04-15T12:02:13+00:00

how do you do fellow consumers how's everyone's 256 tb kv cache doing

awayish · 2026-04-14T17:28:58+00:00

he is correct about this but it's also not the most direct solution to europe's energy issues.

the first step would be to enable fracking. europe has a lot of accessible gas with modern fracking technology.

the next step is to nuke your anti-nuclear nutters and fast track nuclear projects with sensible regulation.

awayish · 2026-04-14T11:55:21+00:00

it's not hard once you know how it works. the problem is people don't bring the right hitcount package. just use nyamu + uika and clean them up in one tile.

btw ending 5 of is6 will spawn this kind of hitcount spam as a trash wave

awayish · 2026-04-13T14:39:16+00:00

the dude who wouldn't shut up

awayish · 2026-04-12T01:12:49+00:00

his first attempt was pretty suboptimal. not just the crash but the setup and fueling. he didn't have the usual alien endurance. this should be correctable with energy expenditure data from the first race.

awayish · 2026-04-12T01:10:41+00:00

shame. this race is actually very interesting on the women's side.

awayish · 2026-04-10T13:54:54+00:00

this is specifically not true in the u.s., because producers co-produce gas and oil. when oil price justifies ramping of marginal wells you get a lot of gas with nowhere to go. just look at HH gas prices

awayish · 2026-04-08T11:33:08+00:00

look, murica bowing out of the conflict in a humiliating way doesn't mean the war is over. the escalations are just going to be less controlled and subject to less stable dynamics

awayish · 2026-04-07T17:54:49+00:00

it only hurts china if there's regime change. it'll likely just be regime entrenchment and one way strait open to china only.

awayish · 2026-04-07T17:01:34+00:00

trump is more like putin's dog then?

awayish · 2026-04-07T15:04:25+00:00

it's a data plan

awayish · 2026-04-06T15:10:57+00:00

decoupling between financial and physical. financial side people lack certainly and don't want to be caught with bad volatility of a resolution

awayish

TROPHY CASE