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Cancellation of Microsoft Datacenter Lease Agreement   updated at Feb 24, 2025   1,092   3   .Concerns are raised about potential oversupply and the need to revise predictions regarding demand for OpenAI-related services.Meta's past approach of withdrawing or postponing projects at the final stage,citing facility and power delays,is cited as a pos...

Leopold Aschenbrenner   created at Aug 03, 2026   60   5   This is a 4-minute transcript from the July 30th broadcast of Fox Business,comparing the situation surrounding Leopold Aschenbrenner to the excessive leverage (investing through debt) of Korean investors.Just take a look ^^.** Hello everyone,good afternoon...

Amazon's earnings report is good news for semiconductors.   created at Jul 31, 2026   66   10   📊 Amazon Q2 Earnings Key Highlights (Earnings Surprise).Net Sales: 200.6B (Up +20% YoY,beating market expectations of approx.196.7B)Operating Income: $27.5B (Up +43% YoY)AWS Cloud Revenue: $42.2B (+37% YoY explosive growth / Fastest growth rate recorded...

Reason for today's semiconductor surge: liquidation of situational awareness   created at Jul 31, 2026   61   20   The fund called Situational Awareness,founded by Leopold Aschenbrenner,a 20-something former OpenAI employee,was previously mentioned in this stock forum.It is reported that news reached the stock market this morning that they liquidated (were forced to li...

The biggest problem with AI right now   created at Jul 29, 2026   57   12   An acquaintance's son is a researcher at a famous AI company,and he shared some bad news regarding AI.The bottom line is that they are currently failing to create profitable AI,which is the biggest problem right now,but major AI companies are all keeping q...

Let's talk about Tesla   created at Feb 26, 2025   1,227   19   I'm not writing this to discuss Tesla's stock price specifically.Elon Musk's recent political actions have caused a lot of controversy,but honestly,that's already common knowledge (and nothing new in the stock market).News like the June robotaxi announceme...