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$NVIDIA (NVDA.US)$'s recent $2 billion equity injection into $Marvell Technology (MRVL.US)$ is far more than a routine strategic partnership—it is a glaring declaration of intent. This move serves as the capstone of a stealth campaign Jensen Huang has been executing across the broader AI economy. NVIDIA has tipped its hand: the company is no longer content simply selling the silicon fueling the gold rush; it is systematically buying levera...
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Key Takeaways
– Samsung just pre-announced about KRW 133 trillion of Q1 revenue and KRW 57.2 trillion of operating profit, far above market expectations for roughly KRW 40.5 trillion to KRW 40.6 trillion of operating profit.
– For U.S. stocks, the cleanest read-through is Micron, because Samsung's beat points to strong AI memory demand and tight pricing in DRAM and HBM.
– The rally can also spill into Sandisk, Western Digital, and Seag...
– Samsung just pre-announced about KRW 133 trillion of Q1 revenue and KRW 57.2 trillion of operating profit, far above market expectations for roughly KRW 40.5 trillion to KRW 40.6 trillion of operating profit.
– For U.S. stocks, the cleanest read-through is Micron, because Samsung's beat points to strong AI memory demand and tight pricing in DRAM and HBM.
– The rally can also spill into Sandisk, Western Digital, and Seag...
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While markets focus on NVIDIA’s latest chips, OpenAI’s model upgrades, and Big Tech’s capex plans, many investors overlook the most basic driver of the AI boom: raw materials. AI does not scale on computing power and electricity alone—it also requires massive physical infrastructure. Every new data center is, in effect, a “super brain” built from thousands of tons of metals and specialty minerals.
In every gold rush, the “shovel seller...
In every gold rush, the “shovel seller...
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About a month into the war. Market has nothing more than decline after decline. Yesterday was a meaningful bullist signal. We need more days like this.
$NVIDIA (NVDA.US)$ $Meta Platforms (META.US)$ $Tesla (TSLA.US)$ $Advanced Micro Devices (AMD.US)$ $Alphabet-C (GOOG.US)$ $Apple (AAPL.US)$ $S&P 500 Index (.SPX.US)$ $NASDAQ (NASDAQ.US)$
$NVIDIA (NVDA.US)$ $Meta Platforms (META.US)$ $Tesla (TSLA.US)$ $Advanced Micro Devices (AMD.US)$ $Alphabet-C (GOOG.US)$ $Apple (AAPL.US)$ $S&P 500 Index (.SPX.US)$ $NASDAQ (NASDAQ.US)$
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$SanDisk (SNDK.US)$ saw smart money pour more than $10 million in bullish call option trade Monday as the stock extends this year's rally to more than 200%, buoyed by strong demand for its storage devices amid the rapid growth in artificial intelligence workloads.
An active buyer purchased call options that give their holder the right to buy 188,000 Sandisk shares at $750 each in the next 18 days, signaling optimism that th...
An active buyer purchased call options that give their holder the right to buy 188,000 Sandisk shares at $750 each in the next 18 days, signaling optimism that th...
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Key Takeaways
– Intel and AMD both beat the tape, but Intel's move was the standout, with the stock up about 8.8% versus roughly 3.3% for AMD.
– The immediate catalyst was Intel's agreement to buy back Apollo's 49% stake in the Fab 34 Ireland JV for $14.2 billion, regaining full economics of a fab that produces Intel 4 and Intel 3 chips including Core Ultra and Xeon 6.
– The financial logic is straightforwar...
– Intel and AMD both beat the tape, but Intel's move was the standout, with the stock up about 8.8% versus roughly 3.3% for AMD.
– The immediate catalyst was Intel's agreement to buy back Apollo's 49% stake in the Fab 34 Ireland JV for $14.2 billion, regaining full economics of a fab that produces Intel 4 and Intel 3 chips including Core Ultra and Xeon 6.
– The financial logic is straightforwar...
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$NVIDIA (NVDA.US)$ shares advanced after the AI chip giant announced a $2 billion investment in $Marvell Technology (MRVL.US)$, adding to technical signs that the recent selloff could soon be coming to an end. That's strengthening the case for short sellers to close out their bets against the company.
Trading in borrowed shares that were sold short rose to 4.6% to 17.98 million shares Monday, the biggest amo...
Trading in borrowed shares that were sold short rose to 4.6% to 17.98 million shares Monday, the biggest amo...
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Following their worst quarterly performance since 2022, U.S. stocks, despite potential ongoing volatility, may be nearing the end of a phase of corrective movement.
The rationale is based on three key points:
1. The recent stock market decline triggered by geopolitical factors occurred within a U.S. earnings upcycle. The positive earnings expectations for tech companies driven by advancements in AI remain intact. Data from OpenRouter shows ...
The rationale is based on three key points:
1. The recent stock market decline triggered by geopolitical factors occurred within a U.S. earnings upcycle. The positive earnings expectations for tech companies driven by advancements in AI remain intact. Data from OpenRouter shows ...
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Key Takeaways
– CoreWeave's new $8.5 billion facility is important because it won investment-grade ratings at the asset level, but that is not the same as CoreWeave itself becoming investment grade.
– Rising rental-price indexes for both older GPUs and new GPUs still point to tight AI compute demand, which keeps the neocloud revenue story alive.
– The real constraint is balance-sheet capacity. CoreWeave and Nebius are both scaling with v...
– CoreWeave's new $8.5 billion facility is important because it won investment-grade ratings at the asset level, but that is not the same as CoreWeave itself becoming investment grade.
– Rising rental-price indexes for both older GPUs and new GPUs still point to tight AI compute demand, which keeps the neocloud revenue story alive.
– The real constraint is balance-sheet capacity. CoreWeave and Nebius are both scaling with v...
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Bull Thiha : what i do
天之骄子 :
74047817 : The puzzle seems to be missing the most important dynamic piece of all. The Roman soldier with galactic precision to guard and protect the integrity of all communications within the inner circle of dominance like no other.
Not sure why SEALSQ was not considered to complete the security protection for the chip interface and collaboration of internal and external guards which would complete the advanced alerts without the need for additional protection once installed. This certainly needs to be considered because of the high concentration of theft of data that exists at every level. In consideration of all the incorporation of the inner circle of intelligence being brought together should surely include the best of the best protection available today.
Slay2dudes : ok
72972772 : oh