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Key Takeaways:
• Meta Platforms Develops Cloud Infrastructure Business to Compete with Amazon and Google
• Fed Chair Warsh Says Inflation Risks Have Eased at ECB Forum
• Michael Burry Increases Short Positions Against AI and Technology Stocks
• SpaceX Develops Prototype AI Device for Human Interaction
🔔Before the Bell
U.S. equity futures traded in a mixed fashion on Thursday, with market participants in a holding p...
• Meta Platforms Develops Cloud Infrastructure Business to Compete with Amazon and Google
• Fed Chair Warsh Says Inflation Risks Have Eased at ECB Forum
• Michael Burry Increases Short Positions Against AI and Technology Stocks
• SpaceX Develops Prototype AI Device for Human Interaction
🔔Before the Bell
U.S. equity futures traded in a mixed fashion on Thursday, with market participants in a holding p...
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Guys, on Tuesday markets closed out Q2 2026 with the Nasdaq posting roughly 20% quarterly gains — its best quarter since 2020; several chip and AI names rallied sharply into the close while Circle tumbled more than 17%, the session's lone major decliner.
Trading Buzz
Tuesday was Q2's final trading day, and the results were strong: the Nasdaq Composite gained roughly 20% over the quarter — its best three-month stretch since 2020 — while ...
Trading Buzz
Tuesday was Q2's final trading day, and the results were strong: the Nasdaq Composite gained roughly 20% over the quarter — its best three-month stretch since 2020 — while ...
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
The Last Innings of the Software Bear Market & The Deathly AI Infrastructure Bubble
Software is being priced like yesterday’s story just as the market is finally starting to understand how valuable the application layer will be once the AI buildout matures. Meanwhile, semiconductors and AI infrastructure are being treated like they can defy gravity forever, even as hyperscaler capex turns parabolic and revenue forecasts become more...
Software is being priced like yesterday’s story just as the market is finally starting to understand how valuable the application layer will be once the AI buildout matures. Meanwhile, semiconductors and AI infrastructure are being treated like they can defy gravity forever, even as hyperscaler capex turns parabolic and revenue forecasts become more...
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AMD CEO Lisa Su revealed a bombshell: right now there are 4–5 GPUs for every CPU in AI infrastructure, and she expects that ratio to flip to 1-to-1 as agentic AI matures. Cathie Wood called CPU the biggest sleeper play in AI — Intel is resurrecting, and this is "going back to the future." H1 2026 ended with INTC +8.8% and AMD +11.4% on the final week.
🔄CPU revival plays:
$Intel (INTC.US)$ +8.8% WoW — AI PC + foundry recovery, Li...
🔄CPU revival plays:
$Intel (INTC.US)$ +8.8% WoW — AI PC + foundry recovery, Li...
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Just some of the more interesting news I came across recently:
1. MS: Revised China humanoid shipments to reach 50,000 in 2026 from 14,000u and 28,000u earlier this year.
2. MS: Probe cards and test sockets likely to be priced hike (precious metal hikes + severe shortage of test pin capacity)
3. Capacitor price hikes: MLCC, aluminum electrolytic, tantalum, polymer aluminum, film, and super capacitors from Yageo.
4. $META Vistara architecture: Older DDR4 Memory with CXL as memory expansion
5...
1. MS: Revised China humanoid shipments to reach 50,000 in 2026 from 14,000u and 28,000u earlier this year.
2. MS: Probe cards and test sockets likely to be priced hike (precious metal hikes + severe shortage of test pin capacity)
3. Capacitor price hikes: MLCC, aluminum electrolytic, tantalum, polymer aluminum, film, and super capacitors from Yageo.
4. $META Vistara architecture: Older DDR4 Memory with CXL as memory expansion
5...
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$SpaceX (SPCX.US)$ 🚨 The man known as the Godfather of AI just went after Elon Musk publicly.
Yann LeCun, one of the founding fathers of modern artificial intelligence, called Musk's xAI a "failure."
He also warned that AI labs in general are risking a "big bubble explosion."
Think about who is saying this. LeCun is not a random critic. He is one of the most credentialed AI researchers alive. When he says bubble, people in the industry listen.
xAI was valued at $50 billion in its last funding...
Yann LeCun, one of the founding fathers of modern artificial intelligence, called Musk's xAI a "failure."
He also warned that AI labs in general are risking a "big bubble explosion."
Think about who is saying this. LeCun is not a random critic. He is one of the most credentialed AI researchers alive. When he says bubble, people in the industry listen.
xAI was valued at $50 billion in its last funding...
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No surprise here $SanDisk (SNDK.US)$ $NEBIUS (NBIS.US)$ $Western Digital (WDC.US)$ $Applied Optoelectronics (AAOI.US)$ $Lumentum (LITE.US)$ $Micron Technology (MU.US)$ $Credo Technology (CRDO.US)$ $Astera Labs (ALAB.US)$
More 🩸 because today the semiconductor are just being tickled
While Software have another day to breathe
$Zeta Global (ZETA.US)$ $MongoDB (MDB.US)$ $Snowflake (SNOW.US)$ $Palantir (PLTR.US)$ $Meta Platforms (META.US)$ $ServiceNow (NOW.US)$ $Salesforce (CRM.US)$
Meta cloud infrastructure development...
More 🩸 because today the semiconductor are just being tickled
While Software have another day to breathe
$Zeta Global (ZETA.US)$ $MongoDB (MDB.US)$ $Snowflake (SNOW.US)$ $Palantir (PLTR.US)$ $Meta Platforms (META.US)$ $ServiceNow (NOW.US)$ $Salesforce (CRM.US)$
Meta cloud infrastructure development...
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Bear had secured its profit. Even it drops to below 400 still will profit
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SHORTS BE GONE : better to use the 2x long for scalping
151293216 : I'm exactly the opposite
Mr_Sasuke : what is the next check point will you buy?
入场120天的老菜鸟 : Amazing person
有錢要趁早 : i bought around 320，no matter it goes up or down, i keep holding
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