Reading List

The most recent articles from a list of feeds I subscribe to.

These New D4vd Updates in the Celeste Rivas Death Investigation Will Make Your Stomach Turn

Reports that a grand jury could indict D4vd in connection to the death of Celeste Rivas are coming to light.

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We Finally Get the D4vd Celeste Rivas Investigation Update We Were Waiting For

Reports that a grand jury could indict D4vd in connection to the death of Celeste Rivas are coming to light.

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Sources: Nvidia has approached TSMC to ramp up H200 chip production; Chinese companies have placed orders for 2M+ H200 chips for 2026, while Nvidia holds 700K (Reuters)

Reuters:
Sources: Nvidia has approached TSMC to ramp up H200 chip production; Chinese companies have placed orders for 2M+ H200 chips for 2026, while Nvidia holds 700K  —  Nvidia (NVDA.O) is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies …

Filing: China's top DRAM maker CXMT plans to raise $4.2B in a Shanghai IPO; CXMT held a 4% global share in Q2 2025 and targets HBM production by the end of 2026 (Reuters)

Reuters:
Filing: China's top DRAM maker CXMT plans to raise $4.2B in a Shanghai IPO; CXMT held a 4% global share in Q2 2025 and targets HBM production by the end of 2026  —  China's leading maker of DRAM chips, ChangXin Memory Technologies (CXMT) Corp, said on Tuesday it plans to raise 29.5 billion yuan …

Data storage stocks led the S&P 500 in 2025, with SanDisk up 560%+ to become the top performer, followed by Western Digital in second and Seagate in fourth (Carmen Reinicke/Bloomberg)

Carmen Reinicke / Bloomberg:
Data storage stocks led the S&P 500 in 2025, with SanDisk up 560%+ to become the top performer, followed by Western Digital in second and Seagate in fourth  —  The artificial intelligence trade is moving, and investors seeking cutting-edge ways to play it are snapping up technology …