Google $GOOG just released an AI tool called TurboVec that shrinks memory requirements by 92%
Now we know why the collapse began yesterday.
Goodbye Micron $MU, Sandisk $SNDK, Samsung and SK Hynix
SAM ALTMAN HAS A NEW PROBLEM. 🤯
Google just shrunk 31GB of AI memory down to 4GB.
The tool is called TurboVec.
It uses up to 16x less memory, searches faster than FAISS, runs fully offline, and works on a regular Mac.
No expensive GPU cluster.
No cloud dependency.
No
AmpliTech Group $AMPG and its connection with quantum.
$AMPG is primarily seen as an 5G O-RAN infrastructure play (and 6G in the future), next to having customers and partnerships for SATCOM and defense.
But one thing that I feel the market is underestimating is $AMPG's connection with quantum.
AmpliTech Group produces low-noise Cryogenic High Electron Mobility Transistor (HEMT) amplifiers, that are essential for quantum computing. Quantum computing requires qubits to be stored at temperatures of 4 Kelvin (-269 degrees Celsius). The signals that these qubits generate are very weak and require an amplifier.
At these extreme temperatures, almost all LNAs fail to work, because they generate too much heat and cause distortions.
$AMPG is the exception. Their low-noise Cryogenic HEMT amplifiers work under extremely low temperatures of 4 Kelvin and almost zero noise (lower than 0.1dB), and are fully produced in the United States. AMPG is the leading player when it comes to this type of hardware.
AmpliTech Group has officially disclosed that they have delivered Cryptogenic LNAs to two Fortune 50 companies already. We know that $IBM is almost certainly one of them, as they have an official partnership with $AMPG. The other one could be $GOOG or $MSFT.
Quantum computing is yet to be commercialized and is still sitting in the R&D stage. But the amount of money that goes around in R&D in these megacap firms is enormous. $IBM alone already spends $2 billion annually on quantum R&D.
You don't often find a company trading at merely ~$131 million market cap, that not only has a hand in 5G O-RAN infrastructure, SATCOM and defense, but also quantum through having two Fortune 50 customers.
Credits go to @olyth_terminal for providing me the picture.
Johan's full $AMPG thesis just crossed nearly 30k views.
For a long-form article, not a hot take, an actual deep-dive, that's genuinely hard to pull off.
If you're invested in AmpliTech, I'd encourage you to go read it. And above all, please, leave an honest comment.
Not hype, not blindly cheerleading.
Honest take.
That's how it reaches more people.
The goal here isn't noise, it's getting people educated on what this company actually is: a genuinely asymmetric setup.
Go read it. Engage honestly. Let the work speak. 🫡
$AMPG - My Amplitech investment thesis is now published.
In a world racing toward AI networks and large quantum machines, does it make sense that the O-RAN pioneer and only American maker of cryogenic amplifiers, growing fast, debt-free, with $118M of orders in hand is worth
its quite something how your port can be down -25% in a day. also whats baffling is how my body turns a dominoes deep dish into hot water within 30 minutes
I’m long $AMPG. Average ~$4.
Why?
The US Department of Defense funded a research center at Northeastern University to build the future of 6G networks.
Inside that lab, three companies are building the world’s first open-source AI-RAN prototype together.
Nvidia brings the AI. Dell brings the compute. AmpliTech brings the radio.
A $5T company. A $270B company. And a $130M micro-cap from Hauppauge, New York.
AMPG makes the only OTIC certified 64T O-RAN 5G Massive MIMO radio in America. Nobody else has that certification.
$110M in LOI pipeline. Zero debt. 48% gross margins. Revenue guidance $50M+ for 2026.
The giants need the layers they don’t make themselves.
$AMPG makes one of them.
SpaceX had $4.7B revenue in Q1 with a $4.3B loss. $100B of assets with $60.5B of debt. yaaaa auayayay all in at $1.77 trillion 🙃
Joking aside, we all know this will be worth $10 trillion relatively soon—it's just short-term madness. Of course I loaded up at IPO. Ah well. Can't fade a guy trying to go multiplanetary. Everyone who has faded @elonmusk has missed out time and time again.
1K Followers 422 FollowingRetired at 53. 9-5 engineer for 30 years. Self-made millionaire by 40. Multimillionaire by 45. Six-fig income options trader. Coach high net worth investors.
844 Followers 467 FollowingThe Big Degen 🇦🇺| Full-time investor living the dream on Manly Beach, Sydney Australia | $IREN (pre-IPO) bull | Golf addict ⛳️🏌️♂️ I Occasional shit-poster
1 Followers 62 FollowingDay Trader | Investor | Co-Founder of @MainTLT | Your trader's favourite trader | Join us to make money from the comforts of your home 🚀DMs are open💰
80 Followers 6K FollowingCrypto Plus is everything you don't get on Crypto Banter and MORE! On Crypto +, we breaking crypto news before any other profile on X
364 Followers 698 FollowingSoftware engineer, my goal is to retire before AI replaces me.
Trying to outperform the market with a diversified portfolio. No ETFs. NFA.
994 Followers 3K FollowingSuper happy Husband, Programmer n Researcher in that order | PhD from @LTIatCMU | on a transition from ENFJ to ENFP | Sr. Data Scientist @ Fidelity Investments
7 Followers 356 FollowingOnly private elite here!! I will mainly talk about crypto market, price action analysis etc ONLY FOR A FEW PEOPLE MAIN ACCOUNT @lourenco_vs
6 Followers 120 FollowingOnly private elite here!! I will mainly talk about crypto market, price action analysis etc ONLY FOR A FEW PEOPLE MAIN ACCOUNT @Tradernaber
34 Followers 301 Followingonly private elite here!! I will mainly talk about crypto market price action analysis etc. ONLY FOR A FEW PEOPLE MAIN ACCOUNT @brt2412
3K Followers 1K Following👑Lord Miguel Rafael I. Carlos | Founder of Proximity (acquired by @Apple 🍎) | Featured in The Wall Street Journal | Harvard Graduate 🎓| 🇺🇸 🇪🇸 🤴🏻
33 Followers 1K Followingonly private elite here!! l will mainly talk about crypto market price action analysis etc. ONLY FOR A FEW PEOPLE MAIN ACCOUNT @d_1awrence
7 Followers 184 FollowingOnly private elite here!! I will mainly talk about crypto market, price action analysis etc ONLY FOR A FEW PEOPLE MAIN ACCOUNT @DurdenBTC
51 Followers 2K Followingonly private elite here!! l will mainly talk about crypto market price action analysis etc. ONLY FOR A FEW PEOPLE MAIN ACCOUNT @BitcoinRachy
3K Followers 151 FollowingNo BS.
No regurgitating other users AI slop.
Long on asymmetric bottlenecks
Swing trading overreactions.
DM me ur thesis!
Nothing I post is financial advice!
12K Followers 619 FollowingWith great risk comes great reward, always hunting for the next 10x - $BRUN, $MRLN, $IQE, $AMPG, $EOS.AX, $SHT, $AIRJ, $INFQ, @AionAnalytics
30K Followers 37 FollowingDay Trader | Investor | Co-Founder of @MainTLT | Your trader's favourite trader | Join us to make money from the comforts of your home 🚀 DMs are open 💰
9K Followers 52 FollowingInvestor | Trend-follower.Spotting 10× disruptive stocks before the crowd.
Daily journaling my thoughts on X 📔✍️💭
Follow me for Stock & Crypto Opinions!
4K Followers 327 FollowingHOLDINGS: $HIMS, $SOFI, $IREN, $ROOT, $ZETA. Nothing I post is financial advice. I just do a lot of research and enjoy sharing my thoughts.
3K Followers 1K Following👑Lord Miguel Rafael I. Carlos | Founder of Proximity (acquired by @Apple 🍎) | Featured in The Wall Street Journal | Harvard Graduate 🎓| 🇺🇸 🇪🇸 🤴🏻
2K Followers 4K Following$DISCO CA: 8h4a46euwqfiZ9A3GYkiocXeu9pkNnwTaQGHgBf7pump
Matt Furie's party protocol on $SOL. Deflationary, 400M+ Burned gone forever, THE LAST DANCE. 🪩🍆🕺
7K Followers 310 FollowingThe Big Degen 🇦🇺 | Fulltime investor living the dream on Manly Beach, Sydney Australia | Golf addict ⛳️🏌️♂️| $IREN (pre-IPO) bull, $IRE, $VIVO
73K Followers 2K FollowingFormer pro. Here to bring you news, instructional tips, as well as my perspective on everything happening in the world of golf.
25K Followers 349 FollowingAuthor of "Global Equity Briefing" investment blog. Deep-dives and analysis of global companies. Posts on all things investing!
18K Followers 84 FollowingEx-IB. Ex-startup founder, $100M+ exit. Former Special Operator. Defense tech, AI infra, Space, BTC, public market asymmetry.
14K Followers 677 FollowingBuilding with AI. Focused on Bitcoin, AI, robots, and psychedelics. Turning $10M into $100M to fund psychedelic healing. Weekly minidosing in nature. 🌿
10K Followers 828 FollowingHigh-growth companies: DC infrastructure, Memory, Semiconductors, AI.
BBA | Product Manager | Video Games Industry
Writing on Substack ↓
43K Followers 300 FollowingIndependent Analyst & Asymmetric Investor: 100% Transparency on Portfolio. Never buy or sell based on my tweets. This is my ONLY profile. Not financial advice.