StockDuty ← Dashboard Jun 14, 2026 07:03 AM ET
SignalMacro

I HAVE NO IDEA WHERE "2M HBM STACKS" COMES FROM.

NOW CXMT SHOULD BE AROUND 50-60K WPM FOR HBM. YOU GET, WHAT, 2TB HBM3E PER WAFER? 75PB NEEDED PER SUPERCLUSTER, 37.5 THOUSAND WAFERS. 3 WEEKS OF OUTPUT.

NOW CXMT SHOULD BE AROUND 50-60K WPM FOR HBM. YOU GET, WHAT, 2TB HBM3E PER WAFER? 75PB NEEDED PER SUPERCLUSTER, 37.5 THOUSAND WAFERS. 3 WEEKS OF OUTPUT. I MAY BE WAY WAY OFF BUT IT DOESN'T LOOK LIKE A BOTTLENECK. @ZEPHYR_Z9 HTTPS://T.CO/GME89ABQRH — VIA @TEORTAXESTEX
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