原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
Just some TLDRs of stuff I found interesting:
- $SNDK 80% adjusted gross margins projections through 2030, ~75% operating margins and ~50% adjusted FCF margins from investor day.
LTAs already 2/3rd of 2028 output. Minimum contracted revenue reaches $93B (MC is currently ~$239B)... Hard to be a cyclical stock when your revenue/targets are expected to continue 4Y later into 2030.
- $CRWV signs contracts for 6Y old $NVDA A100 GPUs through 2029.
For Neoclouds like Nebius/Iren, this is positive, since it's a counterargument for eg. Burry depreciation short thesis
- conventional DRAM gross margins eg. Micron is estimated to reach an unprecedented 95% by 2027, surpassing HBM GMs per UBS
read through for legacy/standard dram players like Nanya/Winbond should go brrrr if projections are correct.
- Anthropic reportedly achieved 14x+ YoY growth and roughly 2.4x sequential revenue growth q2 to >$11.5B,. estimating growth to $190–200B in 2028r evenue numbers.
Your frontier labs keep growing at stupidly fast paces, it would be worrisome if they didnt.
- $NVDA reportedly in talks to invest $3B in SB Energy (Softbank subsidiary), creates a >$500B compute financing push with Apollo, BlackRock, Blackstone, Brookfield, Goldman, and others. $NVDA Feynman reportedly moves to TSMC A16 + SoIC + custom HBM + CPO in H2 2028
Just more nvidia news every day
- $MSFT Maia 300 discussed $TSM capacity for >300k units in 2027, with expansion to 1m+. Unveils as soon as September.
Likely $MRVL should be more happy from this news. For what's happening right now:
- maybe GUC for Microsoft current ASIC ramp.
- For the Amazon party, stuff like Alchip (I do own shares), likely is ramping now with $AMZN ASIC program H2 2026...
So might be a good idea to look at hyperscaler ASIC ramp timelines + their beneficiaries.
- $TSM VP of Advanced Packaging stated "the industry is likely to
Just some TLDRs of stuff I found interesting:
- $SNDK 80% adjusted gross margins projections through 2030, ~75% operating margins and ~50% adjusted FCF margins from investor day.
LTAs already 2/3rd of 2028 output. Minimum contracted revenue reaches $93B (MC is currently ~$239B)... Hard to be a cyclical stock when your revenue/targets are expected to continue 4Y later into 2030.
- $CRWV signs contracts for 6Y old $NVDA A100 GPUs through 2029.
For Neoclouds like Nebius/Iren, this is positive, since it's a counterargument for eg. Burry depreciation short thesis
- conventional DRAM gross margins eg. Micron is estimated to reach an unprecedented 95% by 2027, surpassing HBM GMs per UBS
read through for legacy/standard dram players like Nanya/Winbond should go brrrr if projections are correct.
- Anthropic reportedly achieved 14x+ YoY growth and roughly 2.4x sequential revenue growth q2 to >$11.5B,. estimating growth to $190–200B in 2028r evenue numbers.
Your frontier labs keep growing at stupidly fast paces, it would be worrisome if they didnt.
- $NVDA reportedly in talks to invest $3B in SB Energy (Softbank subsidiary), creates a >$500B compute financing push with Apollo, BlackRock, Blackstone, Brookfield, Goldman, and others. $NVDA Feynman reportedly moves to TSMC A16 + SoIC + custom HBM + CPO in H2 2028
Just more nvidia news every day
- $MSFT Maia 300 discussed $TSM capacity for >300k units in 2027, with expansion to 1m+. Unveils as soon as September.
Likely $MRVL should be more happy from this news. For what's happening right now:
- maybe GUC for Microsoft current ASIC ramp.
- For the Amazon party, stuff like Alchip (I do own shares), likely is ramping now with $AMZN ASIC program H2 2026...
So might be a good idea to look at hyperscaler ASIC ramp timelines + their beneficiaries.
- $TSM VP of Advanced Packaging stated "the industry is likely to
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