$Micron Technology (MU.US)$ turn green
Translated
1
只是来赚奶粉钱
voted
Micron dropped nearly 5% in sympathy with AVGO and the Trade Overview on moomoo paints a pretty clear picture of the damage. Net outflow of $650.89M with $7.16B inflow against $7.81B outflow — sellers dominated every single order tier. The donut chart is overwhelmingly green on the outflow side, with large orders showing $1.06B in versus $1.39B out and even XL orders leaning $350M in versus $490M out. That is institutional distributi...
只是来赚奶粉钱
voted
只是来赚奶粉钱
voted
I owe you an honest correction.
Last week I published a scorecard ranking five AI companies by how exposed they were to the expectations trap before earnings.
I rated Broadcom the cleanest setup of the week. Trap severity 2 out of 5. I leaned up.
$Broadcom (AVGO.US)$ reported its best quarter in company history. Revenue of $22.2 billion. Up 48% year over year. AI chip revenue of $10.8 billion. Up 143%. Free cash flow crossed $10 billion in a single quarter for ...
Last week I published a scorecard ranking five AI companies by how exposed they were to the expectations trap before earnings.
I rated Broadcom the cleanest setup of the week. Trap severity 2 out of 5. I leaned up.
$Broadcom (AVGO.US)$ reported its best quarter in company history. Revenue of $22.2 billion. Up 48% year over year. AI chip revenue of $10.8 billion. Up 143%. Free cash flow crossed $10 billion in a single quarter for ...
2
只是来赚奶粉钱
liked
https://www.reddit.com/r/Nok/s/VWRBGNiLu8
The robust growth in artificial intelligence infrastructure shows no signs of slowing down—Nokia’s tailwinds could persist for several years.
Discussion
Occasionally, some skeptics claim that AI-related investment expectations have become detached from economic reality and that the market is being driven more by sentiment than fundamentals. However, news reports over the past few weeks have been remarkably broad-based and consistent:
Dell reported exceptionally strong demand for AI infrastructure.
HPE stated that routing orders grew by nearly 30%, primarily driven by investments in hyperscale data centers.
Ciena reported 40% revenue growth, with cloud service provider revenue up 70%, and management noted that demand continues to outstrip supply.
Given these data points, it is becoming increasingly difficult to argue that demand for AI infrastructure is merely hype without real customer demand. Financing concerns are certainly valid, but it is equally noteworthy that hyperscale data center operators are not acting like companies preparing to slow their investments. Take Alphabet, for example:
Operating cash flow was approximately $174 billion.
Planned capital expenditures for 2026 are set to reach as high as USD 190 billion, and this figure is expected to 'significantly' increase in 2027 (with some estimates ranging from USD 250 billion to USD 300 billion).
According to reports...
The robust growth in artificial intelligence infrastructure shows no signs of slowing down—Nokia’s tailwinds could persist for several years.
Discussion
Occasionally, some skeptics claim that AI-related investment expectations have become detached from economic reality and that the market is being driven more by sentiment than fundamentals. However, news reports over the past few weeks have been remarkably broad-based and consistent:
Dell reported exceptionally strong demand for AI infrastructure.
HPE stated that routing orders grew by nearly 30%, primarily driven by investments in hyperscale data centers.
Ciena reported 40% revenue growth, with cloud service provider revenue up 70%, and management noted that demand continues to outstrip supply.
Given these data points, it is becoming increasingly difficult to argue that demand for AI infrastructure is merely hype without real customer demand. Financing concerns are certainly valid, but it is equally noteworthy that hyperscale data center operators are not acting like companies preparing to slow their investments. Take Alphabet, for example:
Operating cash flow was approximately $174 billion.
Planned capital expenditures for 2026 are set to reach as high as USD 190 billion, and this figure is expected to 'significantly' increase in 2027 (with some estimates ranging from USD 250 billion to USD 300 billion).
According to reports...
Translated
3
$Broadcom (AVGO.US)$ It looks like it’s going to drop another 15%
Translated
只是来赚奶粉钱
liked
$Broadcom (AVGO.US)$ It has to bounce back by at least 6%—don't let it drop so badly.
Translated
1
只是来赚奶粉钱
reacted to
Translated
1
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)