📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Montage Technology Begins Trial Production of Industry-First CXL 3.2 Memory eXpander Controller - $SK Hynix(SKHY.US) $AMD(AMD.US) $Intel(INTC.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗠𝗼𝗻𝘁𝗮𝗴𝗲 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 begins trial production of the industry's first 𝗖𝗫𝗟 𝟯.𝟮 𝗠𝗫𝗖 chip.➤ Chip supports 𝗣𝗖𝗜𝗲 𝟲.𝘅 and 𝗖𝗫𝗟 𝟯.𝟮 with speeds up to 𝟲𝟰 𝗚𝗧/𝘀.➤ Dual 𝗗𝗗𝗥𝟱 controllers support memory speeds up to 𝟴,𝟬𝟬𝟬 𝗠𝗧/𝘀.➤ MXC enables 𝗺𝗲𝗺𝗼𝗿𝘆 𝗲𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻, pooling, and tiered memory architectures.➤ Supports multiple form factors, including 𝗣𝗖𝗜𝗲 𝗔𝗜𝗖 and 𝗘𝗗𝗦𝗙𝗙 modules.➤ Integrated into next-generation CXL products from 𝗦𝗮𝗺𝘀𝘂𝗻𝗴 and 𝗦𝗞 𝗵𝘆𝗻𝗶𝘅.➤ Compatible with 𝗜𝗻𝘁𝗲𝗹 𝗫𝗲𝗼𝗻 and 𝗔𝗠𝗗 𝗘𝗣𝗬𝗖 server platforms.➤ Includes SDK, analysis, and testing tools to accelerate customer deployment.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Helps overcome traditional server memory capacity limitations for AI workloads.➤ Advances the commercialization of 𝗖𝗫𝗟 technology across AI and cloud infrastructure.➤ Supports growing demand for scalable, high-capacity memory in data centers.➤ Strengthens the CXL ecosystem with backing from major memory and processor vendors.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗦𝘁𝗲𝗽𝗵𝗲𝗻 𝗧𝗮𝗶, President at Montage Technology:"The trial production of the CXL 3.2 MXC chip marks an important milestone in Montage Technology's pursuit of CXL innovation and commercialization. As memory demands continue to surge in the AI era, we are providing our customers with high-bandwidth, large-capacity, and highly reliable memory expansion solutions, accelerating the large-scale adoption of CXL in data center and AI infrastructure."𝗝𝗮𝗻𝗴𝘀𝗲𝗼𝗸 𝗖𝗵𝗼𝗶, VP of Memory Product Planning at Samsung Electronics:"The combination of CXL 3.2 MXC with DDR5 memory technology offers data center customers a solution that balances performance and capacity. Our collaboration validates the value of CXL in increasing system memory capacity and resource utilization, and provides additional options for next-generation AI infrastructure."𝗨𝗸𝘀𝗼𝗻𝗴 𝗞𝗮𝗻𝗴, Head of Next Gen Product Planning & Std at SK hynix:"With the rapid adoption of large language models and generative AI, memory has become a critical factor in system performance. Montage Technology's MXC product demonstrates strong potential for supporting high-capacity memory expansion and resource sharing. We look forward to deeper collaboration in ecosystem validation and product innovation."𝗗𝗿. 𝗗𝗲𝗯𝗲𝗻𝗱𝗿𝗮 𝗗𝗮𝘀 𝗦𝗵𝗮𝗿𝗺𝗮, Senior Fellow and Chief I/O Architect at Intel:"AI, next-gen cloud systems, and today's industry economics are reshaping server memory architecture and driving demand for CXL. Montage Technology's CXL 3.2 MXC demonstrates how the maturing CXL ecosystem delivers protocol support, compatibility, and performance, helping to unlock the memory expansion capabilities of next-generation Intel Xeon platforms."𝗔𝗺𝗶𝘁 𝗚𝗼𝗲𝗹, Corporate Vice President, Compute and Enterprise AI Platform Solutions Engineering at AMD:"AI and data center workloads are driving continuous evolution of system architecture, making memory a key factor in performance and scalability. We look forward to our continued collaboration with Montage Technology on CXL technologies to deliver a foundation for building more flexible and efficient memory architectures."
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$AMD(AMD.US)
What an amazing turnaround for high beta tech. Prices have gotten so cheap and oversold that it was only a matter if time.
There are only so much to go around and great discounts get snapped up very fast.
AMD has performed very well and looks set to continue soaring on capital flow back into high beta tech. They were all hiding in defensive names and now the mega hyperscaler boys have reported and assured that AI buildout continues, the coast is clear and they are streaming back.
@Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - H
$Core Scientific, Inc.(CORZ.US) | Freedom Broker 𝘂𝗽𝗴𝗿𝗮𝗱𝗲𝘀 𝗖𝗼𝗿𝗲 𝗦𝗰𝗶𝗲𝗻𝘁𝗶𝗳𝗶𝗰 𝗜𝗻𝗰. from Hold to 𝗕𝘂𝘆, PT $𝟯𝟯
Analyst sees an improved story after a 40% stock drop, citing the addition of AMD as a major partner and progress on its CoreWeave power contract.
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NVIDIA ($NVIDIA(NVDA.US)) continues to dominate the AI chip market, commanding an estimated 80% to 90% market share for enterprise AI hardware. The company’s proprietary CUDA software ecosystem creates a massive competitive moat, locking in developers and making it incredibly difficult for rivals like AMD or Intel to displace them. As tech giants continue their multi-billion-dollar capital expenditure cycles to build out next-generation data centres, demand for NVIDIA’s Blackwell and Hopper architecture remains exceptionally robust.
Financially, NVIDIA remains a powerhouse, though hyper-growth expectations introduce elevated volatility for investors. The company consistently delivers blockbuster revenue growth and exceptional gross margins, driven by its high-margin data centre segment. However, maintaining this parabolic growth trajectory becomes harder as year-over-year comparisons toughen, meaning even slight guidance misses can trigger sharp, short-term stock corrections.
Looking ahead, the main debate centers on the sustainability of global AI infrastructure spending. Bulls argue that we are only in the early innings of a multi-decade technological revolution spanning autonomous vehicles, robotics, and generative AI. Bears caution that if software companies fail to monetize these costly AI features soon, hyperscalers may scale back their hardware orders, leading to a cyclical downturn for chipmakers.
Trade Showcase: Trade, Show & Earn Rewards! - A
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:1. The Fed held rates steady, as expected, but the decision came with 3 dissents in favor of a 25 bps hike from Cleveland Fed President Beth Hammack, Minneapolis Fed President Neel Kashkari, and Dallas Fed President Lorie Logan. Fed Chair Warsh said the move should not be viewed as a “pause,” arguing that markets have already made their judgment and the Fed now has 7–8 weeks of incoming data to assess. He said the June core CPI print did not materially change the decision, with the broader inflation trend now mattering more. Warsh also said the Fed is doing well on the employment mandate, though the AI-driven capex surge makes it harder to judge aggregate supply and demand.2. Meta $Meta Platforms(META.US) reported Q2 2026 revenue of $60.8B, up 28% YoY, with advertising revenue rising 27% YoY to $59.4B. EPS fell 13% YoY to $6.18, while Reality Labs posted an operating loss of $4.62B. Daily active people increased 3% YoY to 3.60B, and Meta guided Q3 revenue to $61B–$64B. The stock is under pressure as investors focus on the EPS miss and continued AI infrastructure spending, with FY26 capex now expected at $130B–$145B. CEO Mark Zuckerberg said AI is already accelerating Meta’s core business, powering new products, and opening up new enterprise opportunities.3. Robinhood $Robinhood(HOOD.US) delivered an exceptional Q2 2026, with revenue up 32% YoY to $1.31B, net income up 48% YoY to $573M, and adjusted EBITDA up 35% YoY to $741M. Transaction-based revenue grew 44% YoY to $776M, while total platform assets rose 32% YoY to $369B. Net deposits hit an all-time high of $21.7B, with $3B already in Robinhood Banking. Gold subscribers increased 39% YoY to 4.8M, with a record 17% attach rate, while ARPU rose 24% YoY to $187. Robinhood also bought back 4.4M shares in the quarter, lowered expense guidance, now has 13 business lines doing $100M+ ARR, and its Gold Card has reached 1M holders with $17B of annualized spend.4. Retail investors sold a net $243M of single stocks yesterday, marking the largest one-day outflow since the COVID crash, according to Vanda Research.5. Microsoft $Microsoft(MSFT.US) reported Q2 2026 revenue of $90.0B, adjusted EPS of $4.74, and operating income of $40.6B. Azure and other cloud revenue grew 43% YoY, while Microsoft Cloud revenue reached $59.3B and Intelligent Cloud revenue came in at $39.3B. Capex was $35.8B, reflecting continued AI infrastructure investment. CEO Satya Nadella said Azure revenue surpassed $100B for the first time this year, while Microsoft 365 Copilot reached more than 30M paid seats, showing growing enterprise adoption of Microsoft’s AI stack.6. OpenAI CFO Sarah Friar and board chair Bret Taylor reportedly addressed employees in an internal meeting on Wednesday, with Friar telling staff that July annualized recurring revenue was already higher than the entire Q2 level. The update appears aimed at reassuring employees that OpenAI’s business remains healthy as competition intensifies from Anthropic and a growing wave of open-source AI players.7. SpaceX $SpaceX(SPCX.US) is reportedly weighing acquisitions or a bid in the FCC’s July 2027 Upper C-band auction to secure terrestrial spectrum, per Semafor. The company is looking for airwaves that perform better in cities and dense areas, which could help Starlink compete more directly with $AT & T(T.US) AT&T, $Verizon(VZ.US) Verizon, and $AT & T(T.US)MUS T-Mobile. SpaceX has already bought $17B of EchoStar spectrum licenses, though its latest spectrum strategy remains fluid.8. The top 10 most active options today by contracts traded were $NVIDIA(NVDA.US) with 3.8M contracts, $AT & T(T.US)SLA with 2.3M contracts, $Apple(AAPL.US) with 1.7M contracts, $Micron Tech(MU.US) with 1.2M contracts, $Intel(INTC.US) with 905K contracts, $SoFi Tech(SOFI.US) with 802K contracts, $AMD(AMD.US) with 654K contracts, $Amazon(AMZN.US) with 631K contracts, $SpaceX(SPCX.US) with 615K contracts, and $Alphabet(GOOGL.US) with 582K contracts.9. JPMorgan says Korea’s equity market has gone through an intense deleveraging phase since mid-June, with the KOSPI now down nearly 40% from its June 22 peak. The firm says the selloff was amplified by leveraged ETF flows and hedge fund positioning unwind, but now believes the leveraged ETF unwind is complete and hedge funds are roughly 90% done deleveraging. While some residual selling may continue and investors remain cautious ahead of the FOMC and hyperscaler earnings, JPMorgan says Korea’s positioning setup now looks attractive on balance, supported by cheap valuations and earnings momentum.10. U.S. senators are warning Apple $Apple(AAPL.US) against using Chinese memory chips from CXMT or YMTC, even for devices sold only in China. Lawmakers led by Jim Banks and Chuck Schumer urged Apple to abandon the talks, noting both chipmakers are on a Pentagon list of Chinese military companies, while YMTC is also on the Commerce Department’s Entity List. Senators warned that Apple qualifying the chips could pave the way for broader use later, and asked Apple to commit by August 21 not to use them while disclosing any technical information already shared. The pressure comes as the global memory market remains tight, with potential read-throughs for $Micron Tech(MU.US), $Sandisk(SNDK.US), and $SK Hynix(SKHY.US).11. Meta $Meta Platforms(META.US) is not giving specific 2027 CapEx guidance, saying infrastructure planning remains highly dynamic as it builds for maximum capacity in 2026 and 2027, while keeping room to expand in 2028 and beyond. On AI, Meta said it is optimistic about meaningful growth across its AI businesses and expects to share more soon. The company also said it has received multiple offers to monetize its compute at a meaningful premium to cost, but believes selling intelligence will carry significantly higher margins than selling compute directly.12. Korea’s government announced an emergency market meeting after the recent equity-market selloff, with the finance ministry also launching a 24-hour market monitoring system. The measures include new restrictions on leveraged ETF trading and caps on retail exposure to these products. Korean stocks have bounced on the news as policymakers move to stabilize markets.I know it's very ugly out there. We all are going through it. It is the greatest show on earth for the reason: you just don't know what's going to happen next. Earnings are amazing so the selloff feels more structural and rooted in deleveraging/bad sentiment around AI vs the entire AI trade itself not being real or having strong fundamentals. Some valuations really got aggressive and the unwind has taken everything down along with the war being a really ugly headwind for the entire market. Stay strong, make sure you aren't too levered, and remember that the broader markets have seen worse and will persist through this. WALL STREET IS THE GREATEST SHOW ON EARTH.Source: amit
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GREAT WORK BY @GPU_MODE 🚨 FOR LAUNCHING THE $1.1mil AMD KERNEL HACKATHON.
The GPUMODE Readonflow Team’s kernels improved end-to-end MI355X performance by over 2x. We explain the optimizations below. 1/4🧵
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🦎 IGGY MORNING BRIEF, 29 JULY 2026
☕ Good morning, Iguanas. SGX opens at 9 AM SGT. Here is what I am watching before the bell.
OVERNIGHT US SUMMARY
Wall Street closed mixed Tuesday. Dow up 1.03% to 52,747.32 and S&P 500 up 0.21% to 7,428.78 on strong Coca-Cola and Boeing earnings, Nasdaq down 0.22% to 24,876.91 as the semiconductor rotation kept running, Micron down 8.8% and AMD down 8.1%. VIX rose 8.25% to 18.24, real caution even with two of three indices higher. That chip weakness is the direct overnight line into UMS and CSE Global here.
SGX PRE-OPEN PULSE
STI last close, 28 July, 5,616.1, down 0.07%. MAS reported a S$20 billion annual profit this morning, investment gains offsetting a hefty currency translation hit from SGD strength, a reminder of how firm the local dollar has run. Brent fell again overnight, though sources disagree materially on the settlement level, treat it as lower and volatile rather than a specific number this morning.
THREE STOCKS ON IGGY'S RADAR
👁 558 UMS, closed down 8.47% yesterday
Overnight Micron and AMD losses confirm this is a sector rotation still running, not a one session scare that should fade at the open. Worth watching whether today extends the slide or the selling finally exhausts itself.
👁 Z74 SingTel, closed up 2.49% yesterday
Still the heaviest volume name on my radar most sessions. The core read has not moved, headline yield leans on a distribution piece funded by asset sales rather than the operating business, strength in the stock does not close that gap.
IGGY'S GAME PLAN
Watching whether the chip rotation extends into Singapore's semiconductor equipment names or starts to stabilise today. MAS's own currency hit is a reminder that a strong SGD cuts both ways, good for imported costs, a headwind for anything priced or earned offshore. Kopi money still buys the same cup either way, that discipline does not change with one index print.
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The sell off is real this time? It has been consecutive trading days where the highly anticipated stocks like Micron, AMD and even optoelectronic sector is dipping like crazy. People are shouting "buy the dip", but when is the actual "dip" of the dips? In the bigger picture when stocks run up by double digits in percentage in a short period of time, the reality is that they will always come crashing back down, even if there are false rebounds along the way.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown as Nvidia, SK Hynix Slide
Nvidia's biggest bet is looking shaky. Nvidia (NVDA) sank about 5%, its worst day since February, on fears its reported $250B OpenAI financing guarantee is circular financing in disguise, handing Appl...
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: AMD and Core Scientific Partner on AI Infrastructure With Up to 𝟮.𝟱 𝗚𝗶𝗴𝗮𝘄𝗮𝘁𝘁𝘀 of Capacity - $AMD(AMD.US) $Core Scientific, Inc.(CORZ.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗔𝗠𝗗 and 𝗖𝗼𝗿𝗲 𝗦𝗰𝗶𝗲𝗻𝘁𝗶𝗳𝗶𝗰 announce a strategic AI infrastructure partnership.➤ AMD secures more than 𝟱𝟬𝟬 𝗺𝗲𝗴𝗮𝘄𝗮𝘁𝘁𝘀 of U.S. AI-ready capacity starting in 𝟮𝟬𝟮𝟳.➤ Partnership includes an option to expand capacity up to 𝟮.𝟱 𝗴𝗶𝗴𝗮𝘄𝗮𝘁𝘁𝘀.➤ Infrastructure will support customer deployments of 𝗔𝗠𝗗 𝗔𝗜 solutions.➤ Companies will collaborate on AI data center design and deployment.➤ Deployment will feature 𝗔𝗠𝗗 𝗜𝗻𝘀𝘁𝗶𝗻𝗰𝘁 GPUs, 𝗘𝗣𝗬𝗖 CPUs, and 𝗥𝗢𝗖𝗺 software.➤ AMD will receive market-priced warrants to purchase 𝗖𝗼𝗿𝗲 𝗦𝗰𝗶𝗲𝗻𝘁𝗶𝗳𝗶𝗰 common stock.➤ Partnership expands AI infrastructure as demand for compute continues to accelerate.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Strengthens 𝗔𝗠𝗗's AI infrastructure ecosystem and cloud deployment capabilities.➤ Expands available capacity for enterprises and cloud providers adopting AMD AI platforms.➤ Positions 𝗖𝗼𝗿𝗲 𝗦𝗰𝗶𝗲𝗻𝘁𝗶𝗳𝗶𝗰 as a key AI data center infrastructure provider.➤ Highlights growing competition with 𝗡𝗩𝗜𝗗𝗜𝗔 in AI compute infrastructure.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗠𝗮𝘁𝗵𝗲𝘄 𝗛𝗲𝗶𝗻, Senior Vice President and Chief Strategy Officer of Corporate Development at AMD:"AI deployments are accelerating rapidly, and bringing that compute online requires trusted infrastructure partners with the scale and power to support the next era of AI. Core Scientific's extensive portfolio of AI-ready data centers expands access to the infrastructure our customers need to deploy AMD AI solutions at scale. Together, we are helping model builders, cloud providers and enterprises accelerate AI adoption while strengthening the AMD ecosystem.”𝗔𝗱𝗮𝗺 𝗦𝘂𝗹𝗹𝗶𝘃𝗮𝗻, Chief Executive Officer of Core Scientific:“We are proud to establish a strategic relationship with AMD and support the continued deployment of its next-generation products. Our proven execution capabilities and ability to deliver high-density infrastructure at scale position us to support AMD’s technology roadmap and grow our relationship meaningfully over time.” - V
source: Jensen Huang / X
The Rundown: Nvidia, Microsoft, Meta, and 47 other tech companies, VCs, and nonprofits just signed an open letter urging Washington not to restrict open-weight AI models — giving a bunch of reasons why it’s crucial to U.S. AI leadership.
The details:
Nvidia CEO Jensen Huang first shared the letter, his first post on X, with 25 signatories but a few crucial ones missing, including OpenAI.
In a day, the letter garnered widespread support, with signatories doubling as OpenAI, Google, AMD, Cisco, and others joined — but not Anthropic.
The letter argues that open weights expand access to the AI economy, keep competition alive, broaden cyber defense, and help avoid vendor lock-in.
It also notes that distillation should not be confused with misappropriation and calls to avoid premature restrictions that push AI innovation overseas.
Why it matters: The letter comes amid accusations that Chinese labs extracted intelligence from U.S. models, including Anthropic’s Fable. Washington’s response remains unclear, but the pressure is on the lone U.S. frontier lab off the list, the one to gain most from a crackdown. And people are already asking for answers.
What does this mean to the roller coaster, across the board, for about 3 weeks by now?
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Nvidia raised graphics card prices again, 20%-30%, due to rising memory chip prices, media report, the 3rd hike this year. $NVIDIA(NVDA.US) $AMD(AMD.US) $Micron Tech(MU.US) $SK Hynix(SKHY.US) $SSNLF #gaming
Source: Dan Nystedt
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🦎 IGGY MORNING BRIEF, 28 JUL 2026
☕ Good morning, Iguanas. SGX opens at 9 AM SGT. Here is what I am watching before the bell.
OVERNIGHT US SUMMARY
Wall Street closed mixed. The Dow added half a percent while the Nasdaq slipped a fifth of a percent, dragged lower by a sharp fall in Nvidia and AMD on worries over circular AI financing arrangements. Oil dropped hard as Washington and Tehran paused hostilities and resumed talks, which took some heat out of the broader market ahead of Wednesday's Fed decision.
SGX PRE-OPEN PULSE
STI closed at 5,620 points on Monday. MAS surprised the market yesterday morning with a second straight tightening of its currency policy, slightly steepening the Singapore dollar's appreciation path to lean against energy driven inflation. USD/SGD sits at 1.2914, Brent crude eased to about 85.87 US dollars a barrel overnight.
IGGY'S GAME PLAN
I am watching how the market digests a second consecutive MAS tightening this week, that is not a small move for a central bank that rarely surprises. Separately, MAS handed a three year prohibition order to a former REIT chief investment officer yesterday over unit price manipulation allegations from 2019 and 2020, worth a mention because it is exactly the kind of governance risk my forensic checklist tries to catch before the headlines do. I am not making any calls off either story yet, just noting them. What would change my read is if Wednesday's Fed decision surprises in either direction.
Not financial advice. Iggy's Forensic Compliance Standards apply.
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AMD's warrant deals with OpenAI and Meta usually get described as equity sweeteners. Run the math, and these look more like a rebate that matches the price of the compute itself, with up to a 105% discount for OpenAI. (1/3)🧵
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This is turning into of the worst days for Semis all year.
Market seems to be reacting to a few things: - A Chinese state-backed company has started mass-producing its own DUV lithography machines. The market is worried that the development could reduce China’s dependence on Western suppliers like ASML and weigh on future equipment demand- NVDA backstopping OpenAI’s new datacenter buildout with $250B is making the market think that things are getting a bit too circular- NVDA investing $5B into a new AI startup once again is creating fears of circular financing- China just had their second largest IPO ever and it was a memory company which is now making the market think that oversupply of memory and a peak in prices is underwayTrump tried to calm down markets by saying that the US and Iran are talking, which got Oil down 7%, but isn’t really helping the chip stocks. Usually, a drop on oil that big would explode high beta names like semis but the market seems to be taking the China buildout threat seriously.Effectively, the market is saying that China supply coming through means the constraints that create the pricing/earnings power for the semis is diminishing. I’m not sure if this is actually true, especially given how new these reports are, but it goes to show how fragile the entire semi trade is if a headline like this can wipe out $500B+ from the entire sector today. As always, if semis go down hard, the software names go up which is why software is rallying heavy today.Are you buying the semi dip or is this a legitimate concern? $Micron Tech(MU.US) $Sandisk(SNDK.US) $Intel(INTC.US) $NVIDIA(NVDA.US) $AMD(AMD.US)Source: amit
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$NVIDIA(NVDA.US)
Nvidia looks tired at these levels. For the past two weeks, she has been consolidating in a tight channel undecided where to go. AMD looks much stronger consolidating at around the ATH levels. AVGO looks similar to Nvidia as well as TSM.
And Tech is looking for a direction as well. It looks like it wants to bottom. The bounce will be telling to see if it will make rally to new high.
@Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - A
TSMC’s first 2nm fab hit a production milestone of 20,000 wafers-per-month (wpm), the best among 5 fabs ramping 2nm capacity in Taiwan, media report, citing unnamed industry sources. Fab 20 in Hsinchu sits by TSMC’s main R&D fab, giving it a prime position in the rollout of new process technologies. Analysts are optimistic the strong 2nm ramp up along with a diverse group of customers, from AI accelerators and smartphone chips, to CPUs and GPUs. $Taiwan Semiconductor(TSM.US) $Apple(AAPL.US) $AMD(AMD.US) $Qualcomm(QCOM.US) #Mediatek
Source: Dan Nystedt
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Texas A&M Selects $Dell Tech(DELL.US) Dell to Build Large-Scale AI and HPC Research Platform - $AMD(AMD.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗧𝗘𝗘𝗦 selects 𝗗𝗲𝗹𝗹 to design and build the 𝗜𝗚𝗡𝗜𝗧𝗘 platform.➤ State-funded system will support 𝗔𝗜, 𝗛𝗣𝗖, and federally sponsored research.➤ IGNITE is expected among higher education’s largest 𝗔𝗠𝗗 𝗠𝗜𝟯𝟱𝟱𝗫 deployments.➤ Platform supports research across 𝗲𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴, national security, and scientific discovery.➤ Zero-trust controls will support projects with varying 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 requirements.➤ System includes liquid-cooled 𝗗𝗲𝗹𝗹 𝗣𝗼𝘄𝗲𝗿𝗘𝗱𝗴𝗲 𝗫𝗘𝟵𝟳𝟴𝟱𝗟 servers.➤ 𝗔𝗠𝗗 𝗜𝗻𝘀𝘁𝗶𝗻𝗰𝘁 𝗠𝗜𝟯𝟱𝟱𝗫 GPUs will accelerate AI and HPC workloads.➤ 𝗗𝗲𝗹𝗹 𝗣𝗼𝘄𝗲𝗿𝗦𝗰𝗮𝗹𝗲 storage will support large-scale research data access.➤ Dell will deploy IGNITE at an 𝗘𝗾𝘂𝗶𝗻𝗶𝘅 Dallas data center.➤ Platform expands access for 𝘀𝘁𝘂𝗱𝗲𝗻𝘁𝘀, researchers, and external collaborators.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗗𝗿. 𝗥𝗼𝗯𝗲𝗿𝘁 𝗛. 𝗕𝗶𝘀𝗵𝗼𝗽, Vice Chancellor and Dean, Texas A&M Engineering:"As a research organization with more than a century of experience supporting federal agencies, industry and academia, we are constantly evolving to meet the needs of the programs we serve. This platform we’re building with Dell Technologies expands what we can take on — supporting increasingly complex, secure research for years to come. It aligns technology investment to long-term institutional priorities while positioning TEES to support the research programs that matter most to the nation."𝗗𝗿. 𝗩𝗶𝗻𝗰𝗲 𝗞𝗲𝗹𝗹𝗲𝗻, Chief Information Officer, The Texas A&M University System:"The future of research depends on providing researchers and students with access to the right technologies, the right expertise and the freedom to innovate. IGNITE advances The Texas A&M University System’s commitment to expanding access to next-generation computing environments that support AI-driven research, high-performance workloads and emerging technologies. Through collaboration with industry leaders such as Dell Technologies, AMD and Equinix, we are building a flexible and scalable platform that accelerates discovery, strengthens workforce development and creates new opportunities for partnership across academia, government and industry."𝗙𝗿𝗮𝗻 𝗕𝗼𝗴𝗹𝗲, Senior Vice President, Higher Education and Healthcare, Dell Technologies:"Universities like Texas A&M are at the center of research that shapes national security, economic growth and scientific discovery. IGNITE gives TEES the AI and compute foundation to compete for the next generation of federal and state research programs - with security controls that keep sensitive data protected without limiting access for the researchers and collaborators who need it. That's the kind of partnership, from architecture and design to managed services, that defines how Dell works with leading research universities."𝗧𝗵𝗼𝗺𝗮𝘀 𝗭𝗮𝗰𝗵𝗮𝗿𝗶𝗮, Senior Vice President, Strategic Technical Partnerships and Public Policy, AMD:“As research grows more complex, institutions need infrastructure that can support both AI and traditional high-performance computing. Powered by AMD Instinct™ GPUs, IGNITE will provide a flexible platform for both large-scale AI training and traditional HPC workloads, enabling researchers to accelerate discovery across engineering, national security and scientific research.”𝗞𝗲𝘃𝗶𝗻 𝗧𝗵𝗮𝗺𝗲𝘀, Vice President, Americas Partner Ecosystem, Equinix:"Modern research environments generate and depend on massive volumes of data, requiring secure, sovereign and scalable infrastructure that can support advanced computing workloads. Through our collaboration with Dell Technologies, Equinix will provide the resilient connectivity, ecosystem and secure data center foundation needed to support IGNITE's growth, helping enable groundbreaking research and innovation across industry, government and academic communities." - K
🌟🌟🌟The simultaneous drop in $Tesla(TSLA.US)and $Alphabet - C(GOOG.US)share price coupled with Brent Crude oil piercing USD 100 signals a brutal macro change.
I would build immediate exposure to $SPDR Energy Select(XLE.US)as they represent the best US Energy giants like $ExxonMobil(XOM.US)and $Chevron(CVX.US)which would benefit from rising oil prices.
I would also pivot to $SPDR FD Consumer Staples(XLP.US)as this ETF serves as the ultimate safe haven equity anchor during periods of high stakes market volatility.
Consumers will cut back on buying tech gadgets and EVs before they stop buying groceries, medicine and household essentials.
XLP is a great defensive Buy as it is the perfect low cost vehicle to generate passive income and shield my capital from geopolitical inflation shocks.
While XLP is not an exciting play for explosive gains, it is a great strategy to protect my capital until the broader macro storm clears.
☕️ [Task Coins Giveaway] Daily Market Talk — Intel Soars as Big Tech Sheds $800B, Oil Breaks $100
It was the wildest night of earnings season. After the close Intel (INTC) roared back, jumping about 12% on its fastest revenue growth since 2011, but the rest of Big Tech went the other way: Tesla (T...
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It should be obvious that the Trump Administration will levy tariffs by whichever excuse it can find so I think the tariffs are not as much of a surprise as before.
☕️ [Task Coins Giveaway] Daily Market Talk — Intel Soars as Big Tech Sheds $800B, Oil Breaks $100
It was the wildest night of earnings season. After the close Intel (INTC) roared back, jumping about 12% on its fastest revenue growth since 2011, but the rest of Big Tech went the other way: Tesla (T...
