Microsoft makes its Maia chips the primary inference system for its own products from next year; Nanya's 3Q26 revenue rose 60% q/q on price alone as Barclays sees Micron DRAM supply tight through CY28; Rapidan's McNally says oil underprices risk as Gulf attacks reach energy infrastructure
Satya Nadella said Microsoft will scale its Maia family to multi-gigawatt deployments starting next calendar year as the primary inference system for its own products and services. He said Maia 300 delivers 40% more tokens per watt than leading GPU-based systems. Chamath Palihapitiya read it as everyone competing with everyone in AI; @jpinsights called it bullish for AVGO and MRVL.
Nanya's 3Q26 revenue rose 60% q/q and 566% y/y to $4.18B with 85.7% gross margin; ASPs rose more than 60% q/q while bit shipments fell, per Sravan Kundojjala. Barclays says Micron's DRAM supply stays constrained through CY28 after DDR5 spot rose 8% m/m, but models FQ1 DRAM ASP up 7% versus 8% consensus. One r/wallstreetbets commenter expects memory names to drop before rising.
Bob McNally of Rapidan Energy Group argues the oil market still underprices geopolitical supply risk as Middle East attacks broaden from shipping chokepoints toward fixed energy and civilian infrastructure. He is skeptical the newly announced Russia-Ukraine energy truce will hold. A Bloomberg panel noted crude's initial gains faded as flows continue, and called diesel tightness more significant than crude.
Torsten Slok argues higher borrowing costs suppress home construction, which tightens supply and lifts rents and owner's equivalent rent, roughly a quarter of CPI, keeping the Fed boxed in. He estimates the AI boom adds about one percentage point to GDP growth while housing and autos are weak. A Bloomberg segment separately flagged a 10-year yield toward 6% as a major valuation threat.
@CaesarCapitalz says they own TE and like the risk/reward, though it is not their favorite holding.
A r/wallstreetbets commenter says they bought AMD during the post-earnings dip.
@CaesarCapitalz would buy WYFI only if it goes below $12.