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Emmanuel – Big Tech & AI Investor
@EmmanuelInvest
12h
πŸš€ SEMICONDUCTOR 5YEAR REVENUE GROWTH ESTIMATES! πŸ”₯ Wall Street’s average analyst forecasts show explosive longterm growth for chip giants: πŸ† TOP PROJECTED GROWERS: Broadcom $AVGO β†’ 358% πŸ’₯ Micron $MU β†’ 357% 🧠 AMD $AMD β†’ 343% ⚑ Nvidia $NVDA β†’ 247% πŸ€– ARM $ARM β†’ 233% πŸ“± SK Hynix β†’ 222% Marvell $MRVL β†’ 197% TSMC $TSM β†’ 143% 🏭 Lam Research $LRCX β†’ 126% Analog Devices $ADI β†’ 101% Samsung β†’ 99% KLA $KLAC β†’ 90% Texas Instruments $TXN β†’ 78% Intel $INTC β†’ 69% Applied Materials $AMAT β†’ 66% ASML $ASML β†’ 64% NXP $NXPI β†’ 59% Qualcomm $QCOM β†’ 35% The big theme? AI, data centers, highbandwidth memory (HBM), and advanced chips are driving insane expected revenue growth across the entire semiconductor supply chain for the next 5 years. Memory (Micron, SK Hynix), AI accelerators (Nvidia, AMD, Broadcom), and foundry/equipment leaders (TSMC, ASML, Lam) are leading the charge. Quick Takeaways: Memory & AI plays dominate the top spots with 300% expected growth. Even mature names like Intel and Qualcomm are projected for solid expansion. This matches perfectly with today’s AI infrastructure multibaggers and riskon market sentiment. The semiconductor supercycle still has legs according to analysts. Which name are you most bullish on for the next 5 years? πŸ‘‡ Semiconductors AI Stocks Growth Investing ChipStocks
163
Emmanuel – Big Tech & AI Investor
@EmmanuelInvest
Jun 13
πŸš€ SEMICONDUCTOR 5YEAR REVENUE GROWTH ESTIMATES! πŸ”₯ Wall Street’s average analyst forecasts show explosive longterm growth for chip giants: πŸ† TOP PROJECTED GROWERS: Broadcom $AVGO β†’ 358% πŸ’₯ Micron $MU β†’ 357% 🧠 AMD $AMD β†’ 343% ⚑ Nvidia $NVDA β†’ 247% πŸ€– ARM $ARM β†’ 233% πŸ“± SK Hynix β†’ 222% Marvell $MRVL β†’ 197% TSMC $TSM β†’ 143% 🏭 Lam Research $LRCX β†’ 126% Analog Devices $ADI β†’ 101% Samsung β†’ 99% KLA $KLAC β†’ 90% Texas Instruments $TXN β†’ 78% Intel $INTC β†’ 69% Applied Materials $AMAT β†’ 66% ASML $ASML β†’ 64% NXP $NXPI β†’ 59% Qualcomm $QCOM β†’ 35% The big theme? AI, data centers, highbandwidth memory (HBM), and advanced chips are driving insane expected revenue growth across the entire semiconductor supply chain for the next 5 years. Memory (Micron, SK Hynix), AI accelerators (Nvidia, AMD, Broadcom), and foundry/equipment leaders (TSMC, ASML, Lam) are leading the charge. Quick Takeaways: Memory & AI plays dominate the top spots with 300% expected growth. Even mature names like Intel and Qualcomm are projected for solid expansion. This matches perfectly with today’s AI infrastructure multibaggers and riskon market sentiment. The semiconductor supercycle still has legs according to analysts. Which name are you most bullish on for the next 5 years? πŸ‘‡ Semiconductors AI Stocks Growth Investing ChipStocks
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Emmanuel – Big Tech & AI Investor
@EmmanuelInvest
Jun 12
πŸš€ SEMICONDUCTOR 5YEAR REVENUE GROWTH ESTIMATES! πŸ”₯ Wall Street’s average analyst forecasts show explosive longterm growth for chip giants: πŸ† TOP PROJECTED GROWERS: Broadcom $AVGO β†’ 358% πŸ’₯ Micron $MU β†’ 357% 🧠 AMD $AMD β†’ 343% ⚑ Nvidia $NVDA β†’ 247% πŸ€– ARM $ARM β†’ 233% πŸ“± SK Hynix β†’ 222% Marvell $MRVL β†’ 197% TSMC $TSM β†’ 143% 🏭 Lam Research $LRCX β†’ 126% Analog Devices $ADI β†’ 101% Samsung β†’ 99% KLA $KLAC β†’ 90% Texas Instruments $TXN β†’ 78% Intel $INTC β†’ 69% Applied Materials $AMAT β†’ 66% ASML $ASML β†’ 64% NXP $NXPI β†’ 59% Qualcomm $QCOM β†’ 35% The big theme? AI, data centers, highbandwidth memory (HBM), and advanced chips are driving insane expected revenue growth across the entire semiconductor supply chain for the next 5 years. Memory (Micron, SK Hynix), AI accelerators (Nvidia, AMD, Broadcom), and foundry/equipment leaders (TSMC, ASML, Lam) are leading the charge. Quick Takeaways: Memory & AI plays dominate the top spots with 300% expected growth. Even mature names like Intel and Qualcomm are projected for solid expansion. This matches perfectly with today’s AI infrastructure multibaggers and riskon market sentiment. The semiconductor supercycle still has legs according to analysts. Which name are you most bullish on for the next 5 years? πŸ‘‡ Semiconductors AI Stocks Growth Investing ChipStocks
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Emmanuel – Big Tech & AI Investor
@EmmanuelInvest
Jun 11
πŸš€ SEMICONDUCTOR 5YEAR REVENUE GROWTH ESTIMATES! πŸ”₯ Wall Street’s average analyst forecasts show explosive longterm growth for chip giants: πŸ† TOP PROJECTED GROWERS: Broadcom $AVGO β†’ 358% πŸ’₯ Micron $MU β†’ 357% 🧠 AMD $AMD β†’ 343% ⚑ Nvidia $NVDA β†’ 247% πŸ€– ARM $ARM β†’ 233% πŸ“± SK Hynix β†’ 222% Marvell $MRVL β†’ 197% TSMC $TSM β†’ 143% 🏭 Lam Research $LRCX β†’ 126% Analog Devices $ADI β†’ 101% Samsung β†’ 99% KLA $KLAC β†’ 90% Texas Instruments $TXN β†’ 78% Intel $INTC β†’ 69% Applied Materials $AMAT β†’ 66% ASML $ASML β†’ 64% NXP $NXPI β†’ 59% Qualcomm $QCOM β†’ 35% The big theme? AI, data centers, highbandwidth memory (HBM), and advanced chips are driving insane expected revenue growth across the entire semiconductor supply chain for the next 5 years. Memory (Micron, SK Hynix), AI accelerators (Nvidia, AMD, Broadcom), and foundry/equipment leaders (TSMC, ASML, Lam) are leading the charge. Quick Takeaways: Memory & AI plays dominate the top spots with 300% expected growth. Even mature names like Intel and Qualcomm are projected for solid expansion. This matches perfectly with today’s AI infrastructure multibaggers and riskon market sentiment. The semiconductor supercycle still has legs according to analysts. Which name are you most bullish on for the next 5 years? πŸ‘‡ Semiconductors AI Stocks Growth Investing ChipStocks
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Emmanuel – Big Tech & AI Investor
@EmmanuelInvest
Jun 10
πŸš€ SEMICONDUCTOR 5YEAR REVENUE GROWTH ESTIMATES! πŸ”₯ Wall Street’s average analyst forecasts show explosive longterm growth for chip giants: πŸ† TOP PROJECTED GROWERS: Broadcom $AVGO β†’ 358% πŸ’₯ Micron $MU β†’ 357% 🧠 AMD $AMD β†’ 343% ⚑ Nvidia $NVDA β†’ 247% πŸ€– ARM $ARM β†’ 233% πŸ“± SK Hynix β†’ 222% Marvell $MRVL β†’ 197% TSMC $TSM β†’ 143% 🏭 Lam Research $LRCX β†’ 126% Analog Devices $ADI β†’ 101% Samsung β†’ 99% KLA $KLAC β†’ 90% Texas Instruments $TXN β†’ 78% Intel $INTC β†’ 69% Applied Materials $AMAT β†’ 66% ASML $ASML β†’ 64% NXP $NXPI β†’ 59% Qualcomm $QCOM β†’ 35% The big theme? AI, data centers, highbandwidth memory (HBM), and advanced chips are driving insane expected revenue growth across the entire semiconductor supply chain for the next 5 years. Memory (Micron, SK Hynix), AI accelerators (Nvidia, AMD, Broadcom), and foundry/equipment leaders (TSMC, ASML, Lam) are leading the charge. Quick Takeaways: Memory & AI plays dominate the top spots with 300% expected growth. Even mature names like Intel and Qualcomm are projected for solid expansion. This matches perfectly with today’s AI infrastructure multibaggers and riskon market sentiment. The semiconductor supercycle still has legs according to analysts. Which name are you most bullish on for the next 5 years? πŸ‘‡ Semiconductors AI Stocks Growth Investing ChipStocks
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Emmanuel – Big Tech & AI Investor
@EmmanuelInvest
Jun 10
🚨 MEMORY STOCKS – MIXED BUT VOLATILE SESSION Memory names showing clear divergence today β€” storage leaders mixed while select plays hold firm amid sector rotation. πŸ“Š TODAY’S MEMORY STOCK SNAPSHOT 🟒 $MRVL (Marvell Technology) β€” $269.00 0.79% πŸ”΄ $MU (Micron Technology) β€” $933.77 0.23% 🟒 $SNDK (SanDisk Corp) β€” $1,702.66 3.41% πŸ”΄ $STX (Seagate Technology) β€” $839.32 0.79% πŸ”΄ $WDC (Western Digital) β€” $506.47 2.17% πŸ‘‰ Core takeaway: SNDK was the standout gainer ( 3.41%), followed by MRVL ( 0.79%). WDC took the biggest hit (2.17%), with MU and STX also slightly red. Classic rotational action inside the memory/storage group. πŸ“ˆ MEMORY STOCK BREAKDOWN πŸ’Ύ DRAM / NAND Leaders β€’ MU β€” DRAM NAND memory giant πŸ› οΈ Storage & HDD β€’ STX β€” Hard disk drive leader β€’ WDC β€” HDD NAND flash solutions πŸ”Œ Semiconductor / Data Center β€’ MRVL β€” Networking storage controllers β€’ SNDK β€” Flash storage & memory tech ⚑ WHAT’S DRIVING THE MOVE Strength in select flash/storage names (SNDK, MRVL) on AI data center demand Mild pressure on broader memory plays (MU, WDC) amid profittaking Rotation favoring perceived AIexposed memory names over traditional storage Signal: AIdriven demand for highbandwidth memory continues to support the group, but the sector remains highly cyclical and sensitive to inventory cycles and macro sentiment. πŸ”₯ BULL vs BEAR 🟒 Bull Case β€’ Explosive AI server demand driving HBM / highcapacity memory uptake β€’ Memory supercycle recovery new AI silicon content growth β€’ Strong data center capex from hyperscalers β€’ Longterm storage intensity increase across cloud & AI πŸ”΄ Bear Case β€’ Inventory digestion and margin pressure in traditional memory/HDD β€’ Potential slowdown in AI capex momentum β€’ Geopolitical risks and supply chain volatility β€’ Cyclical downturn fears in PC/smartphone markets πŸ’­ CONCLUSION Memory stocks were mixed today with SNDK and MRVL outperforming while WDC and MU lagged. The AI memory demand tailwind remains the dominant secular theme, but nearterm volatility, rotation, and stockspecific risks are keeping the group choppy. πŸ‘€ KEY QUESTION Will SNDK and MRVL’s strength signal broader memory recovery, or is WDC/MU weakness hinting at nearterm digestion in the memory cycle?
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Emmanuel – Big Tech & AI Investor
@EmmanuelInvest
Jun 10
πŸš€ SEMICONDUCTOR 5YEAR REVENUE GROWTH ESTIMATES! πŸ”₯ Wall Street’s average analyst forecasts show explosive longterm growth for chip giants: πŸ† TOP PROJECTED GROWERS: Broadcom $AVGO β†’ 358% πŸ’₯ Micron $MU β†’ 357% 🧠 AMD $AMD β†’ 343% ⚑ Nvidia $NVDA β†’ 247% πŸ€– ARM $ARM β†’ 233% πŸ“± SK Hynix β†’ 222% Marvell $MRVL β†’ 197% TSMC $TSM β†’ 143% 🏭 Lam Research $LRCX β†’ 126% Analog Devices $ADI β†’ 101% Samsung β†’ 99% KLA $KLAC β†’ 90% Texas Instruments $TXN β†’ 78% Intel $INTC β†’ 69% Applied Materials $AMAT β†’ 66% ASML $ASML β†’ 64% NXP $NXPI β†’ 59% Qualcomm $QCOM β†’ 35% The big theme? AI, data centers, highbandwidth memory (HBM), and advanced chips are driving insane expected revenue growth across the entire semiconductor supply chain for the next 5 years. Memory (Micron, SK Hynix), AI accelerators (Nvidia, AMD, Broadcom), and foundry/equipment leaders (TSMC, ASML, Lam) are leading the charge. Quick Takeaways: Memory & AI plays dominate the top spots with 300% expected growth. Even mature names like Intel and Qualcomm are projected for solid expansion. This matches perfectly with today’s AI infrastructure multibaggers and riskon market sentiment. The semiconductor supercycle still has legs according to analysts. Which name are you most bullish on for the next 5 years? πŸ‘‡ Semiconductors AI Stocks Growth Investing ChipStocks
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Emmanuel – Big Tech & AI Investor
@EmmanuelInvest
Jun 9
🚨 MEMORY STOCKS – STRONG SESSION WITH NAND & STORAGE LEADING Memory and storage names mostly higher today, led by a sharp move in SanDisk and solid gains across the board. MRVL lagging on broader semi rotation. πŸ“Š TODAY’S MEMORY STOCK SNAPSHOT 🟒 $SNDK (SanDisk) β€” $1,777.30 8.24% 🟒 $MU (Micron) β€” $974.56 2.66% 🟒 $WDC (Western Digital) β€” $538.51 2.38% 🟒 $STX (Seagate) β€” $885.54 1.00% πŸ”΄ $MRVL (Marvell) β€” $282.72 2.12% πŸ‘‰ Core takeaway: SNDK exploding higher ( 8.24%) with MU and storage plays (WDC, STX) also green. MRVL under pressure as the only red name in the group. πŸ“ˆ MEMORY STACK BREAKDOWN 🟒 DRAM / NAND Memory β€’ MU β€” Leading DRAM & NAND producer πŸ’Ύ Storage Solutions β€’ SNDK β€” NAND flash leader β€’ WDC β€” NAND HDD storage β€’ STX β€” Hard disk drive specialist βš™οΈ Storage Semiconductors β€’ MRVL β€” Controllers, networking & storage silicon ⚑ WHAT’S DRIVING THE MOVE Strong buying in NAND & storage names on improving memory cycle and AIdriven demand for highcapacity storage SNDK and MU benefiting from positive memory pricing trends and data center buildout Continued strength in traditional storage (WDC, STX) amid enterprise and cloud needs MRVL seeing some profittaking or rotation out of storage semis Signal: The memory recovery trade is gaining traction, with AI infrastructure continuing to support both memory chips and storage hardware. πŸ”₯ BULL vs BEAR 🟒 Bull Case β€’ AI training & inference driving massive demand for highbandwidth memory (HBM) and storage β€’ Memory pricing cycle firmly in upswing β€’ Enterprise/cloud capex supporting HDD & NAND β€’ Longterm content growth in every server and device πŸ”΄ Bear Case β€’ Potential inventory digestion or cyclical slowdown β€’ Margin pressure in competitive NAND/DRAM markets β€’ Rotation out of highbeta names (MRVL) β€’ Macro sensitivity to any AI spending pause πŸ’­ CONCLUSION Memory stocks delivered a strong green day with SNDK ( 8.24%) and MU ( 2.66%) standing out as clear winners. The group is showing renewed momentum as the memory cycle improves and AI infrastructure demand remains robust. Only MRVL lagged amid sector rotation. πŸ‘€ KEY QUESTION Will the strength in MU and storage names (SNDK, WDC, STX) confirm a sustained memory upcycle, or does MRVL’s weakness signal caution heading into the next earnings season?
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Emmanuel – Big Tech & AI Investor
@EmmanuelInvest
Jun 9
πŸš€ SEMICONDUCTOR 5YEAR REVENUE GROWTH ESTIMATES! πŸ”₯ Wall Street’s average analyst forecasts show explosive longterm growth for chip giants: πŸ† TOP PROJECTED GROWERS: Broadcom $AVGO β†’ 358% πŸ’₯ Micron $MU β†’ 357% 🧠 AMD $AMD β†’ 343% ⚑ Nvidia $NVDA β†’ 247% πŸ€– ARM $ARM β†’ 233% πŸ“± SK Hynix β†’ 222% Marvell $MRVL β†’ 197% TSMC $TSM β†’ 143% 🏭 Lam Research $LRCX β†’ 126% Analog Devices $ADI β†’ 101% Samsung β†’ 99% KLA $KLAC β†’ 90% Texas Instruments $TXN β†’ 78% Intel $INTC β†’ 69% Applied Materials $AMAT β†’ 66% ASML $ASML β†’ 64% NXP $NXPI β†’ 59% Qualcomm $QCOM β†’ 35% The big theme? AI, data centers, highbandwidth memory (HBM), and advanced chips are driving insane expected revenue growth across the entire semiconductor supply chain for the next 5 years. Memory (Micron, SK Hynix), AI accelerators (Nvidia, AMD, Broadcom), and foundry/equipment leaders (TSMC, ASML, Lam) are leading the charge. Quick Takeaways: Memory & AI plays dominate the top spots with 300% expected growth. Even mature names like Intel and Qualcomm are projected for solid expansion. This matches perfectly with today’s AI infrastructure multibaggers and riskon market sentiment. The semiconductor supercycle still has legs according to analysts. Which name are you most bullish on for the next 5 years? πŸ‘‡ Semiconductors AI Stocks Growth Investing ChipStocks
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Emmanuel – Big Tech & AI Investor
@EmmanuelInvest
Jun 8
πŸš€ SEMICONDUCTOR 5YEAR REVENUE GROWTH ESTIMATES! πŸ”₯ Wall Street’s average analyst forecasts show explosive longterm growth for chip giants: πŸ† TOP PROJECTED GROWERS: Broadcom $AVGO β†’ 358% πŸ’₯ Micron $MU β†’ 357% 🧠 AMD $AMD β†’ 343% ⚑ Nvidia $NVDA β†’ 247% πŸ€– ARM $ARM β†’ 233% πŸ“± SK Hynix β†’ 222% Marvell $MRVL β†’ 197% TSMC $TSM β†’ 143% 🏭 Lam Research $LRCX β†’ 126% Analog Devices $ADI β†’ 101% Samsung β†’ 99% KLA $KLAC β†’ 90% Texas Instruments $TXN β†’ 78% Intel $INTC β†’ 69% Applied Materials $AMAT β†’ 66% ASML $ASML β†’ 64% NXP $NXPI β†’ 59% Qualcomm $QCOM β†’ 35% The big theme? AI, data centers, highbandwidth memory (HBM), and advanced chips are driving insane expected revenue growth across the entire semiconductor supply chain for the next 5 years. Memory (Micron, SK Hynix), AI accelerators (Nvidia, AMD, Broadcom), and foundry/equipment leaders (TSMC, ASML, Lam) are leading the charge. Quick Takeaways: Memory & AI plays dominate the top spots with 300% expected growth. Even mature names like Intel and Qualcomm are projected for solid expansion. This matches perfectly with today’s AI infrastructure multibaggers and riskon market sentiment. The semiconductor supercycle still has legs according to analysts. Which name are you most bullish on for the next 5 years? πŸ‘‡ Semiconductors AI Stocks Growth Investing ChipStocks
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Emmanuel – Big Tech & AI Investor
@EmmanuelInvest
Jun 7
πŸš€ SEMICONDUCTOR 5YEAR REVENUE GROWTH ESTIMATES! πŸ”₯ Wall Street’s average analyst forecasts show explosive longterm growth for chip giants: πŸ† TOP PROJECTED GROWERS: Broadcom $AVGO β†’ 358% πŸ’₯ Micron $MU β†’ 357% 🧠 AMD $AMD β†’ 343% ⚑ Nvidia $NVDA β†’ 247% πŸ€– ARM $ARM β†’ 233% πŸ“± SK Hynix β†’ 222% Marvell $MRVL β†’ 197% TSMC $TSM β†’ 143% 🏭 Lam Research $LRCX β†’ 126% Analog Devices $ADI β†’ 101% Samsung β†’ 99% KLA $KLAC β†’ 90% Texas Instruments $TXN β†’ 78% Intel $INTC β†’ 69% Applied Materials $AMAT β†’ 66% ASML $ASML β†’ 64% NXP $NXPI β†’ 59% Qualcomm $QCOM β†’ 35% The big theme? AI, data centers, highbandwidth memory (HBM), and advanced chips are driving insane expected revenue growth across the entire semiconductor supply chain for the next 5 years. Memory (Micron, SK Hynix), AI accelerators (Nvidia, AMD, Broadcom), and foundry/equipment leaders (TSMC, ASML, Lam) are leading the charge. Quick Takeaways: Memory & AI plays dominate the top spots with 300% expected growth. Even mature names like Intel and Qualcomm are projected for solid expansion. This matches perfectly with today’s AI infrastructure multibaggers and riskon market sentiment. The semiconductor supercycle still has legs according to analysts. Which name are you most bullish on for the next 5 years? πŸ‘‡ Semiconductors AI Stocks Growth Investing ChipStocks
1
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Emmanuel – Big Tech & AI Investor
@EmmanuelInvest
May 30
πŸš€ SEMICONDUCTOR 5YEAR REVENUE GROWTH ESTIMATES! πŸ”₯ Wall Street’s average analyst forecasts show explosive longterm growth for chip giants: πŸ† TOP PROJECTED GROWERS: Broadcom $AVGO β†’ 358% πŸ’₯ Micron $MU β†’ 357% 🧠 AMD $AMD β†’ 343% ⚑ Nvidia $NVDA β†’ 247% πŸ€– ARM $ARM β†’ 233% πŸ“± SK Hynix β†’ 222% Marvell $MRVL β†’ 197% TSMC $TSM β†’ 143% 🏭 Lam Research $LRCX β†’ 126% Analog Devices $ADI β†’ 101% Samsung β†’ 99% KLA $KLAC β†’ 90% Texas Instruments $TXN β†’ 78% Intel $INTC β†’ 69% Applied Materials $AMAT β†’ 66% ASML $ASML β†’ 64% NXP $NXPI β†’ 59% Qualcomm $QCOM β†’ 35% The big theme? AI, data centers, highbandwidth memory (HBM), and advanced chips are driving insane expected revenue growth across the entire semiconductor supply chain for the next 5 years. Memory (Micron, SK Hynix), AI accelerators (Nvidia, AMD, Broadcom), and foundry/equipment leaders (TSMC, ASML, Lam) are leading the charge. Quick Takeaways: Memory & AI plays dominate the top spots with 300% expected growth. Even mature names like Intel and Qualcomm are projected for solid expansion. This matches perfectly with today’s AI infrastructure multibaggers and riskon market sentiment. The semiconductor supercycle still has legs according to analysts. Which name are you most bullish on for the next 5 years? πŸ‘‡ Semiconductors AI Stocks Growth Investing ChipStocks
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Microsoft Learn
@MicrosoftLearn
May 5
Replying to @highbandwidth
msft.it/6014vzs7q

Course DP-700T00-A: Implement data engineering solutions using Microsoft Fabric - Training

Course DP-700T00-A: Implement data engineering solutions using Microsoft Fabric

learn.microsoft.com
593
Aditya Oberai
@adityaoberai
Apr 25
Replying to @highbandwidth @vedantstwt @ananditawagh @nehalmax @sonichigo @Bhoomiarora_ @knowShubhangi @pahwaginni @reddy2go @wh0sumit @tarantism_priya
keep an eye out here luma.com/photo-walks

Photo Walks Β· Events Calendar

View and subscribe to events from Photo Walks on Luma.

luma.com
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Richard Seiler
@richardseiler
Apr 21
Remember your DRAM module you used to upgrade your PC with to cope with GTA well this is that but on scale with a lot of capacity High Bandwidth Memory is vertically stacked DRAM that sits next to the GPU die feeding AI chips the massive data throughput they need #highbandwidth
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Majorβ€’Black@cyberblack115
Apr 5
Replying to @draft_ofkritika
Small payloads like 2KB API responses are bottlenecked by fixed overheadsTCP/TLS handshakes, DNS, round trip latency, and server processingwhile 1GB files leverage highbandwidth streaming and CDNs, where transfer speed dominates. Size doesn't equal speed.
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Markets Today
@marketsday
Mar 17
πŸ’‘ POET Technologies ( $POET) & Lessengers Collaborate on 1.6T Optical Transceivers for AI Data Centers πŸ€–πŸ’» POET Technologies and South Korea’s Lessengers have entered a joint development agreement to advance 1.6T optical modules, targeting AI hyperscale networks and next-gen data centers. π—žπ—²π˜† π—›π—Άπ—΄π—΅π—Ήπ—Άπ—΄π—΅π˜π˜€: ⚑ Technology Integration: Combines POET’s Optical Interposer platform with Lessengers’ Direct Optical Wiring (DOW) Embeds lasers, modulators, photodetectors, and other photonics onto a unified, low-cost, power-efficient platform πŸ“Ά Module Specs: 1.6T DR8 configurations, supporting explosive AI cluster data demands Addresses power efficiency, cost, and scalability beyond current 800G solutions πŸ—“οΈ Timeline: Sample availability anticipated in Q2 2026, aligning with AI deployment schedules 🌐 Market Opportunity: 1.6T optical transceiver segment projected to exceed 125M units cumulatively through 2031 Driven by hyperscale expansions and AI workload growth πŸ“Œ Strategic Significance: Builds on prior 800G collaboration (April 2025) POET’s technology reduces component count, power consumption, and integration complexity, enhancing competitiveness in AI photonics πŸ’Ό Business Impact: Potential revenue contribution as samples move toward production and orders in 2026 and beyond #POETTechnologies #POET #Lessengers #OpticalTransceivers #1_6T #AIDataCenters #HyperscaleNetworks #Photonics #OpticalInterposer #DOW #AIInfrastructure #NextGenTech #Semiconductors #HighBandwidth #TechPartnerships #DataCenterTech #AIPhotonics
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VeloxServ
@VeloxServ
Mar 6
⚑ Powering Performance as Zayo goes live in VeloxServ’s Redditch datacentre ⚑ Today is another #FeelGoodFriday as we’re excited to announce that Zayo are now live and present in our Redditch datacentre. A move that further enhances our AS3170 network and provides serious performance, serious scale, and serious reliability for our partners – right from Redditch. #VeloxServ #Redditch #DataCentre #LowLatency #HighBandwidth #MPLS #Connectivity #Zayo
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Elektromarka@elektromarkaa
Mar 3
Altyapınızı 25G hızına taşıyın. Longline 25G SFP Transceiver; veri merkezleri, backbone bağlantıları ve yüksek bant genişliği gerektiren kurumsal ağ projeleri için tasarlanmış yüksek performanslı bir çâzümdür. #Longline #25GSFP #Transceiver #DataCenter #Backbone #HighBandwidth
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One Stop Systems
@_OneStopSystems
Jan 28
Uncle Sam Wants GP(You)! OSS specializes in taking the latest commercial GPU, FPGA, NIC, and NVMe technologies, the same acceleration platforms driving hyperscale data centers,Β and delivering them in rugged, deployable systems purpose-built for U.S. military platforms. πŸ‘‰Read more: onestopsystems.com/blogs/one… #GPU #NVMe #RuggedEdgeSystems #PCIe #HighBandwidth #LowLatency

Uncle Sam Wants GP(You)!

The character of modern warfare is being reshaped by data. Sensors, autonomy, electronic warfare, and AI-driven decision systems are now decisive advantages,Β but only if compute power can be deployed...

onestopsystems.com
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