$TANCO (2429.MY)$ Take some profits and add to your position
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喝茶都能醉
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Burry is widening the AI short
Michael Burry is back in the spotlight with a new basket of bearish bets tied to AI and semiconductors, including $Caterpillar (CAT.US)$ , $NVIDIA (NVDA.US)$ , $Applied Materials (AMAT.US)$ , $Tesla (TSLA.US)$ and $iShares Semiconductor ETF (SOXX.US)$ .
The key point is not just that he is shorting Nvidia and Tesla again. By shorting SOXX, Burry is effectively betting against a broader semiconductor basket led by $Micron Technology (MU.US)$ , ...
Michael Burry is back in the spotlight with a new basket of bearish bets tied to AI and semiconductors, including $Caterpillar (CAT.US)$ , $NVIDIA (NVDA.US)$ , $Applied Materials (AMAT.US)$ , $Tesla (TSLA.US)$ and $iShares Semiconductor ETF (SOXX.US)$ .
The key point is not just that he is shorting Nvidia and Tesla again. By shorting SOXX, Burry is effectively betting against a broader semiconductor basket led by $Micron Technology (MU.US)$ , ...
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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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喝茶都能醉
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喝茶都能醉
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$SK Hynix (000660.KR)$ $SK hynix (SKHY.US)$ will list on the Nasdaq later this month, issuing 17.79 million new shares (representing 2.5% of its total outstanding shares) as the underlying securities for its American Depositary Receipts (ADRs). Previously, $Micron Technology (MU.US)$ was the only pure-play memory stock listed in the U.S., automatically included in a massive array of active and passive ETFs such as $iShares Semiconductor ETF (SOXX.US)$ , ...
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Hi mooers! 👋
🔥 What a wild few days of football! Round 5 gave us an absolute thriller, with France narrowly edging out a relentless Norwegian side thanks to some late-game magic. Huge shoutout to everyone who correctly called that nail-biter — your 50 points are on the way! 🙌
Round 6 is here! 🎉 It's time to make your next call. The World Cup Predictor series rolls on, all the way to the July 19 final. Rack up points, build yo...
🔥 What a wild few days of football! Round 5 gave us an absolute thriller, with France narrowly edging out a relentless Norwegian side thanks to some late-game magic. Huge shoutout to everyone who correctly called that nail-biter — your 50 points are on the way! 🙌
Round 6 is here! 🎉 It's time to make your next call. The World Cup Predictor series rolls on, all the way to the July 19 final. Rack up points, build yo...
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$Nasdaq Composite Index (.IXIC.US)$ shed nearly 5% last week, $iShares Semiconductor ETF (SOXX.US)$ close to 8% — $NVIDIA (NVDA.US)$ off 8.62%, $Broadcom (AVGO.US)$ 11.26%, $Oracle (ORCL.US)$ 19.40%. A forced flush through a crowded exit in exactly the names that had run furthest. The stranger part: the macro cooperated. Core PCE cooled to 3.4% annualized, one-year breakevens hit a six-year low on falling oil. The market had a clean disinflationary print and chose to ...
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Columns 2026 Mid-Year US Recap: 10 Stocks That Surged Most Amid a Massive Boom in Storage and AI Chips
In the first half of 2026, the US stock market experienced a super bull run in tech stocks, with several stocks surging over 200% year-to-date. The lowest gain among the top ten stocks exceeded 206%, with $SanDisk (SNDK.US)$ leading the pack by a wide margin at over 800%. The core drivers of this rally are concentrated in memory chips, the semiconductor industry, fuel cells, semiconductor IP, and server ...
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