2026-01-16 15:41:40

TSMC's latest capex announcement signals the semiconductor cycle isn't peaking just yet—being early on bearish calls could cost you. Meanwhile, OpenAI's cash runway presents an interesting constraint: projections suggest they'll face serious funding pressure by mid-2027, though today's financing environment remains favorable. The bigger picture? Watch DRAM supply dynamics around mid-2026—that's when inventory normalization kicks in. For traders tracking AI infrastructure costs and GPU pricing trends, these three timelines form a critical backdrop for computing power economics.

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LiquidityHunter

· 15h ago

At 3 a.m., something was discovered again... The mid-2026 node of DRAM is the real liquidity gap. Those who are betting now haven't calculated it clearly.

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Ser_This_Is_A_Casino

· 15h ago

The chip cycle isn't over yet, guys shorting should be careful... OpenAI's funding won't run out until mid-2027, and the current financing environment is quite relaxed. However, next year, we need to keep a close eye on DRAM, as that will be the real turning point.

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DeFiGrayling

· 15h ago

Looking at TSMC's recent capex, it seems the bearish hardcore players are going to suffer losses. OpenAI won't really run out of money until 2027? That's still a long way off; the current financing environment is so favorable.

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CryptoPhoenix