Locator: 49202CHIPS.
HBM4: SK Hyinx vs Micron. SK Hyinx has the inside track. Ask a chatbot to compare HBM4, SK Hyinx vs Micron.
Earnings today:
From X: links may not be provided. Easy to find by going to x and searching ticker symbol mu.
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Disclaimer
Brief
Reminder
Briefly:
- I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
- I am inappropriately exuberant about the US economy and the US market.
- I am also inappropriately exuberant about all things Apple.
- See disclaimer. This is not an investment site.
- Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
- If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- Longer version here.***********************
Futurum AI Fifteen
From Linked In: posted two months ago (summer, 2025)
Futurum Equities, part of The Futurum Group compiled a list of 15 non-Magnificent 7 companies reckoned to play a significant role in the AI rollout.
This list is called the Futurum AI Fifteen, and categorized into three layers: Control, Operating, and Expansion.
These layers represent different roles in the AI economy, from foundational hardware to platforms and emerging applications.
Here they are:
- Control Layer:
- Companies providing the physical infrastructure for AI, such as semiconductors, networking, memory, and chip fabrication:
- AMD ($AMD)
- ARM ($ARM)
- TSMC ($TSM)
- Broadcom ($AVGO)
- ASML ($ASML)
- Qualcomm ($QCOM)
- Micron ($MU)
- Cisco ($CSCO)
- Operating Layer:
- Companies focused on AI platforms, applications, and security, enabling AI deployment and monetization:
- Palantir ($PLTR)
- ServiceNow ($NOW)
- Oracle ($ORCL)
- Snowflake ($SNOW)
- IBM ($IBM)
- CrowdStrike ($CRWD)
- Palo Alto Networks ($PANW)
- Cloudflare ($NET)
- Salesforce ($CRM)
- Expansion Layer:
- Companies in adjacent or emerging AI-related fields with high-growth potential, such as specialized databases or energy solutions for AI:
- Oklo ($OKLO)
- MongoDB ($MDB)
- Astera Labs ($ALAB)
- Adobe ($ADBE)
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Lumen Technologies
Presentation, September 23, 2025
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GLW
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AAPL
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SCHB
