$Taiwan Semiconductor (TSM.US)$ CFO Wendell Huang said constructing a fab in the US costs four to five times as much as in Taiwan. He described customer demand as strong, structural and multi-year. Arizona phase two, using 3 nm, is targeted for the second half of 2027, while later phases depend on market conditions and customer demand.
Huang also said a fab takes two to three years to build and another one to two years to ramp. He...

RBC Executive Director Gautam Chadda said HBM scarcity could have another 6 to 12 months to play out. He also described a cycle in which scarcity attracts heavy capex, can create later overproduction and then shifts elsewhere in the value chain.
His view that recent Korean-equity volatility is technical cites index concentration, leveraged products and margin-loan unwinds.
📌 Core Tickers:
$Micron Technology (MU.US)$ / $SK hynix (SKHY.US)$ — HBM and...

$Tesla (TSLA.US)$ former board member Steve Westly argues that Tesla has become a major battery producer and links its storage capacity to rising data-centre power needs. Tesla officially reported 13.5 GWh of energy-storage deployments in Q2 2026. VRT, CEG and VST are separate AI power-demand mappings and are not presented as Tesla revenue or confirmed Tesla customers.
📌 Core Tickers:
$Tesla (TSLA.US)$ — Owner of Tesla's energy-stora...

Alphabet's advantage spans Gemini, Search, Cloud, media assets, custom chips and cooling. Alphabet describes custom TPUs, NVIDIA GPUs, models and cloud services as an AI technology stack, while Arm states that Axion uses Arm Neoverse.
📌 Core Tickers:
$Alphabet-A (GOOGL.US)$/ — Alphabet and the primary company in the thesis
$Arm Holdings (ARM.US)$ — Axion uses Arm Neoverse architecture
$Broadcom (AVGO.US)$ — Custom AI silicon industry mappi...

Video Timestamps:
0:00 — EP.0: Why Indicators Matter
0:32 — How to Add Indicators — PC
1:19 — How to Add Indicators — App
2:28 — EP.1: Bollinger Bands
3:35 — EP.2: MACD                                                                                                                                                      
4:39 — EP.3: KDJ
5:38 — EP.4: Moving Averages & Volume
Stock chart shown is $Apple (AAPL.US)$hi...

$Apple (AAPL.US)$ Apple briefly overtook $NVIDIA (NVDA.US)$ by market value during trading on July 17, 2026. Craig Moffett argues that Apple's relative strength may say more about investors seeking safety amid volatility in NVIDIA, the Magnificent Seven, chips and memory than about a sudden improvement in Apple's fundamentals.
📌 Core Tickers:
$Apple (AAPL.US)$ — Relative safe-haven thesis
$NVIDIA (NVDA.US)$ — Direct AI-infrastructure exposu...

Jason Lui argues that the newest Chinese open-weight AI models still carry enormous parameter counts and therefore require substantial hardware to run. In his view, the debate is moving from hardware quantity toward price: can higher volume offset lower margins and support global technology-hardware valuations?
$Alibaba (BABA.US)$ says its Qwen3.8 preview has 2.4 trillion parameters and ranks second only to Anthropic's Claude Fable...

Jensen Huang says $NVIDIA (NVDA.US)$ will provide the computing systems and full-stack AI platform for Japan’s first national AI infrastructure.
NVIDIA says its planned Vera Rubin AI factory with Noetra will support Japan’s METI-backed FRONTia project, with 13,750 Vera CPUs and 27,500 Rubin GPUs.
📌 Core Tickers:
$NVIDIA (NVDA.US)$ — AI factory compute, full-stack software and physical-AI platform exposure
$Sony (SONY.US)$ — Sony Gr...

$CXMT Corporation (688825.SH)$ expects to raise about RMB 57.9B ($8.55B) before any over-allotment option in its Shanghai STAR Market IPO, according to a company filing reported by Reuters. Its prospectus identifies it as China’s largest DRAM maker; an SSE report describes it as the world’s fourth-largest DRAM supplier.
Alexander’s China Shock 3.0 view is conditional: CXMT gains traction with local Chinese groups, then potentially al...

$Taiwan Semiconductor (TSM.US)$ Q2 2026 beat the top of guidance with ~$39.6B revenue (+36% YoY) and gross margin of ~68%. TSMC chairman CC Wei raised full-year USD revenue growth guidance to slightly above 40% (from >30%), and lifted 2026 CapEx to $64B (from $52–56B). He also announced an additional $100B US fab investment.
On competition, Wei quipped he's "really jealous" of memory makers hitting 86% gross margins — likely a nod t...