Ginger

If you still focus on end products like optical modules, you might be overlooking a key but low-key player in the upstream supply chain—$ Tower Semicon.US. In the silicon photonics and CPO ecosystem, it's more like the core foundry platform supporting underlying manufacturing capabilities.Why is next week a critical juncture? Because NVIDIA's GTC conference is about to start, and the industry is buzzing about new photonics architectures. In fact, last month NVIDIA openly announced its collaboration with Tower to jointly advance the mass production of 1.6T silicon photonics. This is essentially laying the groundwork for technology and industry expectations ahead of the March launch event. Once downstream manufacturers start accelerating the adoption of related solutions, Tower Semiconductor, as a key silicon photonics foundry platform, is expected to further solidify its position and bargaining power in the supply chain.Core logic: The growth path is clear and predictable, while market pricing still appears undervalued.1. Capacity is being snapped up like crazy: 70% of silicon photonics capacity before 2028 has already been pre-booked! What does this mean? The spots are already filled even before the photonics technology truly takes off.2. Profit expectations are set to soar: Current valuation models probably haven't factored in the "price increase" element. With surging demand, capacity quota premiums are inevitable. Revenue is heading towards $2.8 billion by 2028, and profits are highly likely to exceed expectations.3. Extremely high certainty: With 70% of capacity already locked in, downside risks are capped. It's a solid "asymmetric" opportunity—limited risk, huge upside potential.As a key foundry in the upstream supply chain, Tower Semiconductor is a "hidden champion," and its market value hasn't been fully recognized yet. The valuation reflected by the current stock price is clearly low. However, I predict that NVIDIA's GTC launch event will be a significant catalyst triggering the market to reassess the core value of silicon photonics foundries.Operation: Enter if the stock price pulls back to the support level of 115-112 without breaking it. If it stabilizes above the 20-day moving average with increased volume on the right side, you can enter and look for a move towards previous highs. Those with no position can wait for a pullback (sp).(Personal opinion, not investment advice)

$ Intel.US rose 2.63% today, and the market is starting to refocus on its potential for further gains. From a fundamental perspective, Intel is not lacking in logic; rather, the relevant logic is still in the process of being gradually realized.The recent improvement in market sentiment is mainly due to a recovery in data center demand, coupled with growth in AI-related chip and server orders. At the same time, the company's progress in its foundry business and advanced process roadmap has also led some funds to begin positioning early for a "recovery expectation."However, it will take time for these logics to truly translate into sustained stock price gains. Whether it's improving yields on advanced processes, ramping up shipments of AI chips, or expanding foundry customers, they all ultimately need to be validated by actual revenue and profit growth.From a trading perspective, the risk-reward ratio for short-term speculation is not particularly high, and the current volatility structure may not be fully over. However, if we extend the time horizon to a 6-12 month mid-term cycle, the current price range, having retreated from previous sentiment highs, actually provides a more comfortable entry point, as the company's fundamental logic has not materially changed.Looking ahead, if Intel can successfully achieve stable mass production of advanced processes within 2026, while its AI server and data center businesses continue to grow, the market may revalue it closer to a growth tech company rather than a traditional cyclical semiconductor company. If this expectation is gradually fulfilled, it is not impossible for the stock price to reach the $60–70 range by the end of 2026.From a technical structure perspective, the area around 50 is a key resistance zone. Once the price effectively breaks through this range with volume support, it is expected to further challenge and break through previous highs, opening up new upside potential.In the short term, the stock price is more likely to consolidate within the $44–51 range, digesting holdings and overhead pressure through sideways movement, waiting for further catalysts from fundamentals or news to drive a breakout to new highs for the phase.

Jensen Huang proclaims "Inference is revenue," and NVIDIA's computing power hegemony is just beginning.NVIDIA has delivered another record-breaking earnings report.After the US stock market closed on February 25th, NVIDIA announced its latest quarterly revenue reached $68 billion and provided strong guidance. However, in a dramatic turn, the stock price surged over 4% after the earnings release but turned negative following the conference call. The market's hesitation precisely exposes the greatest divergence regarding the future of AI.And during the conference call, the remarks from NVIDIA CEO Jensen Huang might be the signal truly worth pondering repeatedly.He said: "The inflection point for Agentic AI has arrived."What is Agentic AI? It's not the ChatGPT that chats with you, nor is it the Midjourney that draws pictures. It's AI capable of autonomous decision-making and task execution—a true "digital employee." When companies begin deploying these digital employees on a large scale, they need to generate massive amounts of Tokens, and behind every Token is computing power being consumed.Jensen Huang's logic is extremely clear and also extremely cold: without computing power, you cannot generate Tokens; without Tokens, you cannot achieve revenue growth. The massive capital expenditures that cloud service providers are pouring in today will ultimately be directly converted into revenue.In other words, computing power is no longer a cost, but the fuel for the money-printing machine.He added another point: "The current space data center economy is still barren." In Jensen Huang's eyes, today's AI infrastructure is like the early Wild West—desolate, empty, and no one knows how to make money. But he is certain that the situation will change, and it is changing.Most notably, NVIDIA confirmed it is close to finalizing a massive infrastructure cooperation deal with OpenAI, with order demand already scheduled into 2027. The GPUs you cannot buy today have already been pre-ordered for three years later.Jensen Huang had actually given the answer long ago. Last year, he said something that was considered mere rhetoric at the time, but looking back now, it was prophetic: "We are creating a new means of production, called computing power." Not a tool, but a means of production. Whoever controls computing power controls the power of distribution.Wall Street is now divided into two camps. One believes AI is a bubble, and capital expenditure is unsustainable; the other believes AI is infrastructure, and we are only in the very earliest stages of its construction. Jensen Huang is clearly in the latter camp. He compares data centers to "barren space," meaning: you think it's desolate because you haven't yet seen what can be grown in space.If in the future every enterprise needs its own digital employees, and if every digital employee needs to consume massive amounts of Tokens daily, then NVIDIA selling the shovels, the cloud providers mining for gold, the enterprises using AI, and even every ordinary person will be swept into this transformation.Jensen Huang had another statement that, looking back today, might be the most accurate prophecy: "We're not selling chips, we're building time machines."Computing power is the ticket to the future. Some are still hesitating whether to buy a ticket, while others have already taken a seat in the cockpit.

A pure-play ETF focused on the memory sector1. $ Micron Tech.US- 24.63%2. Samsung - 24.11%3. SK Hynix - 23.08%4. $ Sandisk.US- 4.9%5. Kioxia - 4.86%6. $ Western Digital.US- 4.77%7.$ Seagate Tech.US- 4.73%7. Nanya - 3.89%8. Winbond - 2.4%You can sell ewy and switch to DRAM next week.

$ Oklo.US Market manipulation? Short trap? I'm convinced it will definitely rise after the earnings report.

NVIDIA's earnings report is explosive, but its stock price has slumped.