500 Photos and videos
Did @SemiAnalysis_ attend the wrong conference by mistake?
A nice update on 800V DC after SemiAnalysis said it was pushed back to 2028.
"Supply chain sources indicate that after adopting the HVDC architecture, NVIDIA's Vera Rubin platform is expected to begin small-scale shipments in the third quarter."
"Market rumors suggest that NVIDIA's Vera Rubin platform and Google's next-generation AI data centers will be the first to adopt this technology, driving a new wave of AI infrastructure upgrades."
Some of the Taiwanese names mentioned in the article to be beneficiaries include:
Delta Electronics $2308.TW
Song Chuan Precision $7788.TW
A lot of other names as well, and Nvidia's website shows other companies they are working with. My personal favorite still remains Texas Instruments $TXN among power semis.
They control their own manufacturing and have been the king of analog for decades now.
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[DigiTimes]: China approves first exports of Indium Phosphide (InP) substrate in 2026 which should help alleviate bottlenecks in the optical communications market.
Very bullish development for $AXTI
digitimes.com.tw/tech/dt/n/s…
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dk_the_kid retweeted
Jun 11
Why NBA Rookies are more valuable then Michael Jordan! @Collector_Crypt
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dk_the_kid retweeted
Jun 11
🚨🚨🚨🚨🚨🚨 A rare 1997 Kobe Bryant Planet Metal was just pulled. 90s foil chips if you look at it wrong — edges and surfaces on these get destroyed in handling, so high grades are genuinely scarce and the grade curve is steep. A PSA 7 is the "real collectors own it, flippers respect it" tier. A phenomenal card, congrats to the lucky user who just pulled it - Basketball is running HOT right now!!!!
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S E X Y
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yes
Jun 9
you're not into pokemon cards, you have a gambling problem
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More from @FundaAI : "The [Lumentum] CEO explicitly mentioned that scale-out CPO could contribute $50 million to $100 million of incremental revenue in the fourth quarter. This statement is completely inconsistent with the “PO delay” narrative. If CPO were facing a real demand problem, management would not be sending this kind of near-term revenue-contribution signal at the same conference."
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From @FundaAI : "Jensen already stated very clearly at Computex that CPO will ramp on schedule. Based on what we are hearing from the supply chain, scale-out CPO remains broadly on track, with no evidence of weakening demand or any change in customer attitude."
"From what we understand, scale-out CPO deployments for NCP customers, including CoreWeave and Lambda, as well as Oracle and one major CSP, are progressing toward mass production as planned. Supply-chain feedback has also been quite positive."
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Jun 10
absolute STEAL BASICALLY A LONG BET SPURS WEMBY ROOKIE CARD
Check out this awesome 2023 Hoops Extreme Team Victor Wembanyama ROOKIE #1 PSA 10 GEM MINT on @phygitals! 🔥
phygitals.com/card/2023-hoop… #Pokémon #Phygitals
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Jun 9
how I do fam?
Check out this awesome 2000 Pokemon Gym Challenge 1st Edition Holo Sabrina's Alakazam #16 CGC 8 NM-MT on @phygitals! 🔥
phygitals.com/card/2000-poke… #Pokémon #Phygitals
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Using @phygitals and @JupiterExchange we’ve been able to borrow against our Pokemon cards
Just 7% Apr and can’t be liquidated (unless we don’t repay at the end of the term)
The hardest money is cardboard
Note: dcf cap seeded phygitals
Jun 8
A $60K Pokémon card just backed a $30K on-chain loan.
The first major loan on @jup_offerbook is live, collateralized by a 1999 Base Set Shadowless Mewtwo (PSA 10), vaulted with @Phygitals
→ $30,000 borrowed
→ 30-day term
→ 7% APY
Your collection is now liquidity. Read how it works 👇
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Jun 9
Check out this awesome 2009 Upper Deck Draft Edition Tournament Titans Stephen Curry ROOKIE #TT-SC BGS 9.5 GEM MINT on @phygitals! 🔥
phygitals.com/card/2009-uppe… #Pokémon #Phygitals
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dk_the_kid retweeted
Somebody lent $30K against a 1999 Base Set Shadowless 1st Edition Holo Mewtwo PSA 10, vaulted with @Phygitals.
Holding it was always the right call.
Your Charizard, Pikachu, Umbreon and Gengar still sitting idle?
Jun 8
A $60K Pokémon card just backed a $30K on-chain loan.
The first major loan on @jup_offerbook is live, collateralized by a 1999 Base Set Shadowless Mewtwo (PSA 10), vaulted with @Phygitals
→ $30,000 borrowed
→ 30-day term
→ 7% APY
Your collection is now liquidity. Read how it works 👇
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dk_the_kid retweeted
Jun 8
A $60K Pokémon card just backed a $30K on-chain loan.
The first major loan on @jup_offerbook is live, collateralized by a 1999 Base Set Shadowless Mewtwo (PSA 10), vaulted with @Phygitals
→ $30,000 borrowed
→ 30-day term
→ 7% APY
Your collection is now liquidity. Read how it works 👇
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dk_the_kid retweeted
Jun 2
collectibles supercyle
Jun 1
Goldin currently has three cards with bids of $1m or higher at auction — each with at least 19 days remaining.
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