Core Viewpoint - The semiconductor industry has faced significant challenges over the past year, particularly for companies lacking exposure to growth markets such as AI and data centers [1] Group 1: Industry Challenges - Companies that provide diversified components like MOSFETs, resistors, capacitors, and diodes have experienced slow growth due to the lack of meaningful exposure to high-growth sectors [1]

RT Tesla Owners Silicon Valley (@teslaownersSV)AI DATA CENTERS IN SPACE: ELON MUSK ON THE CHEAPEST, FASTEST WAY TO SCALE AI COMPUTEElon Musk sees a clear path where space becomes the dominant location for massive AI training and inference—leveraging unlimited solar power, no cooling issues from atmosphere, and Starship’s tonnage-to-orbit revolution to outpace Earth-bound data centers in cost and scale within just a few years.“Once we get solar domestically at scale, and, uh, if we’re launching Starship at s ...

AI DATA CENTERS IN SPACE: ELON MUSK ON THE CHEAPEST, FASTEST WAY TO SCALE AI COMPUTEElon Musk sees a clear path where space becomes the dominant location for massive AI training and inference—leveraging unlimited solar power, no cooling issues from atmosphere, and Starship’s tonnage-to-orbit revolution to outpace Earth-bound data centers in cost and scale within just a few years.“Once we get solar domestically at scale, and, uh, if we’re launching Starship at scale, then, um, by far the cheapest way to do A ...

“There is a path to 1 Terawatt per year of new data centers in space, launched from Earth.”@elonmuskhttps://t.co/GuDxkepu3F ...

Mining stocks look undervalued, even after gaining nearly 90% since the start of 2025, driven by the boom in robotics and data centers. https://t.co/I4NS9IEgt4 ...

♪ FRANCINE: GOOD MORNING, EVERYONE, AND WELCOME TO "THE PULSE," LIVE FROM THE WORLD ECONOMIC FORUM IN DAVOS. THE DUST IS SETTLING ON THE FINAL DAY OF THE MEETING. THE THEME HAD BEEN A SPIRIT OF DIALOGUE BUT WORLD LEADERS FIND THEMSELVES REASSESSING THEIR GLOBAL RELATIONSHIPS HAVING BEEN SHELL-SHOCKED BY THE U.S. PRESIDENT’S FOREIGN POLICY.THEY TURN THEIR ATTENTION TO UKRAINE AFTER BEING SHELL-SHOCKED FROM PRESIDENT TRUMP’S GREENLAND’S INTEREST. WE’LL HAVE SEVERAL GUESTS. LET’S TALK ABOUT THE FUTURES, BACK-T ...

Our ambition is to build personal super intelligence, which means putting super intelligence in the hands of everyone. >> Meta's chief of global affairs, Joel Kaplan, on our set at the World Economic Forum in Davos, Switzerland, where Meta is sharpening its edge as AI dominates both consumer taste and energy demands. We've got a real lead on wearables, which we think is going to be the next computing technology that actually brings that personal super intelligence to bear.>> And the geopolitics at play in l ...

Greetings everyone. It is time for ARCs big ideas 2026 and I'm pretty excited about it and I have to tell you right up front I'm standing on the shoulders of the research team and actually the marketing team and compliance and you know really almost all the teams at ARC uh especially Katie Keith and Walker who spent eight hours to 16 hours a day in the last few days to uh really make this the final push. So very happy to introduce it to you again.Uh and so I'll go very quickly uh through uh what hit me uh a ...

Core Viewpoint - Sandisk is emerging as a top-performing stock in 2025, with a year-to-date increase of over 100%, significantly outperforming larger competitors like Nvidia and Microsoft [1][3][4]. Group 1: Stock Performance - Sandisk's stock price has risen from $275.25 on January 2 to $501.29, marking a year-to-date increase of 105.15% [1][3]. - In comparison, Nvidia's stock is down 3% and Microsoft's is down 6% over the same period [3]. Group 2: Company Developments - The company's impressive growth is attributed to its separation from Western Digital in early 2025, which previously acquired Sandisk in 2016 [4]. - Following the spin-off, Sandisk has gained strong investor interest due to its products being utilized in consumer electronics and edge computing applications [4]. Group 3: Future Growth Potential - Management believes that data centers will be the next major long-term growth engine, with significant investments in AI infrastructure expected to exceed $1 trillion by 2030 [5][6]. - Sandisk reported Q1 fiscal 2026 revenue of $2.3 billion, a 23% year-over-year increase, although net income was $112 million, down from $211 million a year earlier [7]. - The company is collaborating with five major hyperscale customers to enhance its data center presence, positioning itself to benefit from the growing demand for AI-driven storage solutions [8]. Group 4: Market Outlook - The upcoming earnings report scheduled for January 26 is anticipated to be a significant indicator of future performance, with potential to further boost the stock if results are strong [9].

Summary of U.S. Autos & Mobility DRAM Insights Industry Overview - The focus is on the automotive industry, specifically regarding the supply and pricing of DRAM (Dynamic Random Access Memory) chips, which are critical for vehicle electronics and advanced features [1][5][18]. Key Insights 1. **DRAM Pricing and Supply Concerns** - Current spot pricing for Auto DDR4 DRAM has increased by approximately 500% compared to the average price in 2025, leading to a projected increase in cost of goods sold (COGS) by $200-300 per vehicle [1][8]. - The main concern for suppliers is whether they can pass these increased costs onto automotive manufacturers [1][5]. 2. **Impact on Automotive Manufacturers** - Major automotive companies exposed to DRAM pricing fluctuations include VC, APTV, MBLY, TSLA, and RIVN [1]. - The automotive sector accounts for less than 5% of revenue for major DRAM suppliers like Samsung, SK Hynix, and Micron, which limits their incentive to prioritize automotive DRAM production [5][19]. 3. **Projected Price Increases** - DRAM prices are expected to rise significantly, with DDR4 projected to increase by 540% from 2025 to 2026, and DDR5 by 258% [6][21]. - The average U.S. vehicle is estimated to have about $50 of DRAM content, which could rise to $300 under current pricing trends [9][23]. 4. **Supply Chain Dynamics** - The shift in DRAM production towards higher-margin products for data centers is constraining the supply of automotive DRAM [18][19]. - Panic buying by OEMs and Tier 1 suppliers is anticipated to create supply shortages starting in Q1 2026 [20]. 5. **Comparison to Previous Chip Crisis** - The potential DRAM shortage is not expected to disrupt production as broadly as the 2021 chip crisis, as DRAM is used in fewer vehicle systems compared to other chips [12][13]. 6. **Cost Absorption Challenges** - OEMs typically do not fully pass on increased commodity costs to consumers, with compensation levels for DRAM price increases expected to be around 70-90% [11][21]. - This could lead to margin pressures for companies like VC and APTV, with potential margin drags of around 1 percentage point due to increased DRAM costs [11][29]. Additional Considerations - **Technological Transition** - By 2027, the automotive industry may need to redesign systems to accommodate newer DRAM technologies, as older generations will be phased out [22]. - **Regional Variations** - China has the highest DRAM content per vehicle due to advanced cockpit technologies, with EVs from companies like Tesla and Rivian having significantly higher DRAM content compared to traditional vehicles [24][29]. - **Mitigation Strategies** - OEMs may consider reducing DRAM usage by decontenting advanced features, but this could impact their competitive positioning in the market [26][29]. Conclusion - The automotive industry is facing significant challenges related to DRAM supply and pricing, which could impact production costs and margins. Companies must navigate these dynamics carefully to maintain competitiveness while managing increased costs.