Tracking where AI capex hits physical constraints — and who captures the scarcity rent. Compute • Memory • Semiconductors • Power • Infrastructure
Joined January 2026
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Straggler Liu | AI & Semis retweeted
The word “radiation” covers some very different physical phenomena.
An alpha particle is essentially a helium nucleus. Beta radiation consists of electrons or positrons. Gamma rays and X-rays are electromagnetic radiation, while neutrons are uncharged particles. That difference in what they actually are determines how they interact with matter, how far they travel, and what kind of shielding works best.
Straggler Liu | AI & Semis retweeted
The iPhone maker has held early talks with China’s CXMT, but any deal would be politically sensitive. on.wsj.com/45PdhCQ
Straggler Liu | AI & Semis retweeted
The Top 10 Strategic Technology Trends for 2026 are here 💡
See how leading organizations are building resilience and trust in an AI-first world.
Explore the strategies shaping tomorrow: gtnr.it/3WfvAMU
#GartnerSYM #TechTrends #AI #CIO #Technology
Straggler Liu | AI & Semis retweeted
JUST IN: Data center construction spending has surged 900% over the past five years.
Straggler Liu | AI & Semis retweeted
JUST IN: 🇨🇳 Chinese company Moonshot's AI model breaks out and escapes from isolated test environment.
Straggler Liu | AI & Semis retweeted
AI could end Wall Street’s EPS obsession reut.rs/4x3wsoJ reut.rs/4x3wsoJ
Straggler Liu | AI & Semis retweeted
US stock market could ride earnings strength to more gains after S&P 500 hits record reut.rs/45FTCVR reut.rs/45FTCVR
Straggler Liu | AI & Semis retweeted
NEW: Elon Musk predicts AI will soon make source code obsolete by generating efficient binaries directly.
Straggler Liu | AI & Semis retweeted
Among patients with atherosclerotic cardiovascular disease, targeting an LDL cholesterol level below 55 mg per deciliter led to a lower 3-year risk of cardiovascular events than targeting a level below 70 mg per deciliter. Full Ez-PAVE trial results and Research Summary: nejm.org/doi/full/10.1056/NE…
ALT The New England Journal of Medicine LDL Cholesterol Targeting in Atherosclerotic Cardiovascular Disease A Research Summary based on Lee Y-J et al. | 10.1056/NEJMoa2600283 | Published on March 28, 2026 Visual representations of the patients in the trial and the treatments they were assigned. Read the full Research Summary at NEJM.org.
