Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip. The strategic importance of this is hard to overstate. Samsung currently makes AI4. TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona.

📈 Market Reaction:

ETH

Before post: $3,876.27

Time after posted
Price & Change
1 min
$3,871.72
-4.550 (-0.12%)
5 min
$3,875.16
-1.110 (-0.03%)
10 min
$3,874.78
-1.490 (-0.04%)

DOGE

Before post: $0.24

Time after posted
Price & Change
1 min
$0.242580
-0.0₃67 (-0.28%)
5 min
$0.243690
+0.0₃439 (+0.18%)
10 min
$0.243980
+0.0₃73 (+0.30%)

GORK

Before post: $0.01

Time after posted
Price & Change
1 min
$0.007207
-0.0₄379 (-0.52%)
5 min
$0.007277
+0.0₄319 (+0.44%)
10 min
$0.007228
-0.0₄169 (-0.23%)

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🤖 AI Thoughts:

Elon Musk's latest semiconductor musings triggered the crypto equivalent of a polite golf clap. ETH dipped 0.12% in the first minute, then wobbled between -0.04% and -0.03% over 10 minutes: a snooze compared to June's 0.78% plunge on self-driving hype. DOGE swung from -0.28% to +0.30%, proving meme coins still treat Musk posts as Rorschach tests. GORK's 0.52% drop was its tamest reaction this quarter—perhaps the market is finally numbed by AI jargon. Historical parallels show these moves are whisper-quiet: similar posts last month moved ETH 1.63% and DOGE 1.49%. Today's non-reaction suggests either impeccable market efficiency or collective exhaustion from decoding chip fab poetry. Nothing says "strategic importance" like GORK recovering half its losses before lunch.

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