sandisk bouncing and goldman still has it a buy with a high target. NAND pricing finally turning after years of pain. only a small position but the risk reward at these levels looks decent to me
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TSMC Beat Big and Raised Its Outlook. The Stock Barely Moved and the Sector Crashed. Here Is Why.
This is the most counterintuitive tape of the week. TSMC reported a blowout Q2, revenue of 40.2 billion dollars up 33.7%, gross margin at 67.7%, and it raised its full-year outlook. That is about as c...
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Memory Got Dumped, Big Tech Made Records, and Nvidia Just Held. Watch the Divergence.
Wednesday was a split-screen AI trade. Memory got dumped 7 to 9%, but the S&P and Nasdaq made new highs, Apple hit a record, and Amazon, Alphabet and Microsoft all rose 3% on cooling inflation. In the...
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IBM Just Had Its Worst Day Since 1987. The Reason Is the Most Bullish Thing I've Heard for Memory All Year.
IBM fell 25% on Tuesday, its worst single day on record, breaking a mark that stood since the 1987 crash. On the surface it is a disaster: Q2 revenue missed at 17.2 billion dollars, guidance disappoin...
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Nvidia Fell 3.5% in the Memory Crash. The Real Question Isn't the Price, It's Thursday.
Nvidia dropped about 3.5% to 203 as the SK Hynix profit scare dragged the entire AI chip complex lower, Broadcom, AMD and Qualcomm all red. On a day like this the instinct is to panic about whether th...
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Nvidia at $211 and Jensen Is Still Bullish. The $3 Trillion Question Is Whether the Capex Is Real.
Nvidia closed around 211 on Friday, grinding to new relative highs while the rest of the market braced for a huge data week. Jensen Huang keeps repeating the same thesis: AI infrastructure spending is...
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Nvidia Held $200 Through a Bear Market Scare and Just Got Cleared Back Into China. The Moat Keeps Widening.
While memory crashed and recovered and Intel got left for dead, Nvidia just quietly held the line at 200 and closed around 203. Then the news that actually matters landed: China cleared Alibaba, ByteD...
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Nvidia Broke $200 on a Day Intel Crashed Again. That Divergence Is the Whole AI Trade in One Chart
While the chip sector churned and Intel fell another 7.7%, Nvidia quietly closed above 200 at 204, a fresh show of strength. Same sector, same macro, opposite outcomes. When one chip name makes new hi...
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The Whole Chip Complex Crashed Today. Nvidia Went Up. Here Is Why That Matters
The semis ETF fell over 3% today. Intel dropped nearly 10%, AMD lost 8%, Applied Materials fell 10%, memory went into a bear market. In the middle of that carnage, Nvidia closed up about 1% at 196. Wh...
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Nvidia Said Its Roadmap Is Intact. Here Is Why That Statement Matters More Than the Delay Rumor Did
Last week SemiAnalysis published a report claiming Nvidia delayed its next-gen Kyber NVL144 rack by 12 months to 2028 and cancelled the NVL72x2 design. AI chip names sold off in Asia Monday morning. T...
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the $NVIDIA(NVDA.US) story i can't unsee: they reportedly pushed the next-gen Kyber rack back 12-plus months to 2028 and canceled the NVL72x2 on PCB issues. one stumble doesn't break the thesis but it's the first time in a while they've looked mortal. holding my core, not adding, this reopen could be choppy. watching how the market takes the delay.
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Burry Is Short Nvidia. Here Is What the Positioning Actually Says
Michael Burry disclosed fresh shorts on Nvidia near 198, along with Tesla, Applied Materials and the semiconductor ETF, and called the whole AI rally a bubble. The financial media loves this story bec...
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Alphabet Just Joined the Dow, and the AI Talent War Is the Real Story
Today Alphabet officially enters the Dow Jones Industrial Average, and on the surface that is a boring index mechanics headline. But underneath it sits one of the more interesting tensions in big tech...
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Microsoft is Quietly Eating the Memory Inflation, and That is the Whole Point
I own Microsoft as a core long term holding, so when I saw it raising Xbox prices on the same memory cost squeeze that crushed Apple, my first reaction was not worry. It was the opposite. Let me expla...
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intel from under $100 to around $139 in like two weeks sia. i fully gave up on this stock and now my kopi went cold staring at the chart 🐶
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reminder that this entire 10% move is built on one post that neither apple nor intel has confirmed. ill believe the turnaround when i see a signed agreement with actual volumes, not a headline. fading the euphoria
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SPCH the 2x SpaceX etf is flying with the stock. fun on the way up, just remember 2x cuts both ways hard when the float finally unlocks 🎢
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WDC was the only chip name in the green while the whole sector bled out today. that Sandisk share swap is quietly tightening the float. you have to respect the relative strength
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is AMD actually winning AI share or just riding the sector tide again? real question on a day everything chip is green 🤔
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25 billion in debt is a rounding error for a company this size, the read is they want flexibility for the buildout, not that they are short on cash 🤔
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is the custom ASIC market actually big enough to make Marvell a trillion dollar company, or is that just a great stage quote 🤔
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up only 0.16% while AMD and Intel ripped. is the leadership quietly rotating to the laggards, or is this just NVDA taking a breather 🤔
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if Azure is still growing and capex is the only worry, isnt a 27% drawdown pricing in a lot of bad news that has not actually happened 🤔
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is the custom ASIC story actually big enough to make Marvell a trillion dollar company, or is that just Jensen being generous on stage 🤔
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NVDA leads on the way up AND falls less on the way down. that's what a franchise looks like 💪