Leverage Shares 2x Cpd Acclrtd NVDAMnETF

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Supermicro Launches New AI Data Center Rack Portfolio for High-Density Deployments - $Super Micro Computer(SMCI.US) $NVIDIA(NVDA.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗦𝘂𝗽𝗲𝗿𝗺𝗶𝗰𝗿𝗼 unveils 𝟭𝟬 new AI data center rack models.

➤ Portfolio supports 𝗡𝗩𝗜𝗗𝗜𝗔 𝗩𝗲𝗿𝗮 𝗥𝘂𝗯𝗶𝗻/𝗚𝗕𝟯𝟬𝟬 𝗠𝗚𝗫 platform.

➤ Racks are available in 𝟰𝟰𝗢𝗨, 𝟰𝟴𝗨, 𝟰𝟴𝗢𝗨, and 𝟱𝟮𝗨 configurations.

➤ All models support advanced 𝗹𝗶𝗾𝘂𝗶𝗱 𝗰𝗼𝗼𝗹𝗶𝗻𝗴 integration.

➤ Racks support up to 𝟱,𝟱𝟬𝟬 𝗹𝗯. (𝟮,𝟱𝟬𝟬 𝗸𝗴) static load capacity.

➤ Systems passed 𝗚𝗥-𝟲𝟯-𝗖𝗢𝗥𝗘 𝗭𝗼𝗻𝗲 𝟰 seismic and vibration testing.

➤ Racks ship 𝗳𝗮𝗰𝘁𝗼𝗿𝘆 𝗽𝗿𝗲-𝗮𝘀𝘀𝗲𝗺𝗯𝗹𝗲𝗱 for rapid deployment.

➤ Supermicro can deliver up to 𝟯,𝟬𝟬𝟬 racks monthly, including 𝟮,𝟬𝟬𝟬 liquid-cooled units.

➤ New rack portfolio is available 𝘄𝗼𝗿𝗹𝗱𝘄𝗶𝗱𝗲 immediately.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Expands infrastructure for next-generation 𝗔𝗜 𝗳𝗮𝗰𝘁𝗼𝗿𝗶𝗲𝘀 and hyperscale deployments.

➤ Higher liquid-cooling capacity supports increasingly power-hungry 𝗔𝗜 𝗚𝗣𝗨 clusters.

➤ Reinforces 𝗦𝘂𝗽𝗲𝗿𝗺𝗶𝗰𝗿𝗼'𝘀 position in the rapidly growing AI server market.

➤ Large-scale manufacturing capacity may accelerate AI infrastructure rollouts globally.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗖𝗵𝗮𝗿𝗹𝗲𝘀 𝗟𝗶𝗮𝗻𝗴, President and CEO of Supermicro:

"We can deliver up to 3,000 racks per month, including 2,000 liquid-cooled units, from our manufacturing facilities in Silicon Valley, the Netherlands, and Taiwan."

Breaking: Michael Burry has disclosed his updated positions

He:

• Added to Micron $Micron Tech(MU.US) short at $880

• Added to Nvidia $NVIDIA(NVDA.US) shorts

• Added to Semiconductor ETF $SOXX short at $506.0

• Added to Lululemon $Caterpillar(CAT.US) long at $118.0

• Added to Flutter $Flutter ENT(FLUT.US) long

• Added to DraftKings $Draftkings(DKNG.US) long at $23.40

• Added to Zoetis $Zoetis(ZTS.US) long at $76.0

Burry left his Tesla and Palantir untouched

Breaking: The Magnificent 7 have lost over ~$4,500,000,000,000 of market capitalization from their all-time highs

• Tesla: -38.6%

• Meta: -33.2%

• Microsoft: -22.7%

• Alphabet: -18.5%

• Nvidia: -16.7%

• Amazon: -10.3%

• Apple: -1.9%

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $GlobalFoundries(GFS.US) GlobalFoundries Signs LOI for $𝟯𝟬𝟬 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 CHIPS R&D Award to Advance AI Photonics - $AMD(AMD.US) $NVIDIA(NVDA.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $Broadcom(AVGO.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗚𝗹𝗼𝗯𝗮𝗹𝗙𝗼𝘂𝗻𝗱𝗿𝗶𝗲𝘀 signs LOI for a $𝟯𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 CHIPS R&D award.

➤ Funding will accelerate next-generation 𝘀𝗶𝗹𝗶𝗰𝗼𝗻 𝗽𝗵𝗼𝘁𝗼𝗻𝗶𝗰𝘀 development for AI infrastructure.

➤ R&D focuses on 𝗼𝗽𝘁𝗶𝗰𝗮𝗹 𝗺𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀, wafer technologies, and advanced packaging.

➤ Program supports 𝗻𝗲𝗮𝗿-𝗽𝗮𝗰𝗸𝗮𝗴𝗲𝗱 and 𝗰𝗼-𝗽𝗮𝗰𝗸𝗮𝗴𝗲𝗱 optics deployment.

➤ Commerce Department will receive approximately 𝟭% equity ownership in GlobalFoundries.

➤ Initiative builds on GF's 𝗦𝗖𝗔𝗟𝗘™ silicon photonics platform.

➤ Platform targets 𝟰𝟬𝟬𝗚𝗯/𝘀 performance and 𝟱𝘅 greater energy efficiency.

➤ R&D and manufacturing will leverage GF facilities in 𝗡𝗲𝘄 𝗬𝗼𝗿𝗸 and 𝗩𝗲𝗿𝗺𝗼𝗻𝘁.

➤ Industry leaders including 𝗔𝗠𝗗, 𝗡𝗩𝗜𝗗𝗜𝗔, 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁, 𝗠𝗲𝘁𝗮, and 𝗕𝗿𝗼𝗮𝗱𝗰𝗼𝗺 backed the initiative.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Strengthens U.S. leadership in AI chips, optical networking, and semiconductor manufacturing.

➤ Silicon photonics is becoming essential to scaling next-generation AI data centers.

➤ Faster optical interconnects reduce power consumption and eliminate data movement bottlenecks.

➤ Reinforces domestic AI supply chains through government and industry collaboration.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗛𝗼𝘄𝗮𝗿𝗱 𝗟𝘂𝘁𝗻𝗶𝗰𝗸, U.S. Secretary of Commerce:

“With today’s compute supply chain investments, the Trump Administration is accelerating America’s innovation engine. These strategic investments will enhance our country’s domestic capabilities, create high-paying jobs and keep America at the forefront of the semiconductor industry.”

𝗕𝗶𝗹𝗹 𝗙𝗿𝗮𝘂𝗲𝗻𝗵𝗼𝗳𝗲𝗿, Executive Director for Semiconductor Innovation and Investment, U.S. Department of Commerce:

“The CHIPS R&D incentives will support a breakthrough in compute and communication networks moving past traditional copper bottlenecking to power next-generation AI. Accelerating R&D for domestic photonics capabilities and advanced packaging provides American industry the extreme bandwidth and energy efficiency to scale complex AI workloads securely and rapidly.”

𝗧𝗶𝗺 𝗕𝗿𝗲𝗲𝗻, CEO of GlobalFoundries:

“Silicon photonics is essential to AI infrastructure. For a decade, the industry talked about the shift from copper to optical as something that was coming — today it is here, moving data at higher bandwidth and improved power efficiency as workloads grow more complex. GlobalFoundries has spent more than a decade building the technology, footprint and ecosystem to lead this transition, and we have the proven manufacturing foundation to scale it — in the United States — accelerating technology leadership for generations to come. We are proud to deepen our partnership with the U.S. Government, and the CHIPS R&D Office in particular, to accelerate our programs.”

𝗚𝗿𝗲𝗴𝗴 𝗕𝗮𝗿𝘁𝗹𝗲𝘁𝘁, Chief Technology Officer of GlobalFoundries:

“As we accelerate development of next-generation optical materials and co-packaged optics, GF is building on our already qualified portfolio of photonic devices, proven 3D hybrid bonding and advanced packaging expertise, combined with our manufacturing scale to bring near-packaged and co-packaged optics to high volume — putting our customers on a direct, U.S.-based path to scaling optical connectivity for tomorrow’s AI systems.”

𝗝𝗲𝗻𝘀𝗲𝗻 𝗛𝘂𝗮𝗻𝗴, Founder and CEO of NVIDIA:

“Rebuilding our supply chains is critical to the new industrial revolution. Scaling US manufacturing requires advances across chips, networking, optics, software, and manufacturing. Silicon photonics is essential to that future, and GlobalFoundries brings the manufacturing expertise to help make it real in the United States."

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. SK Hynix $SK Hynix(SKHY.US) reported Q2’26 revenue of $54.6B vs $57.7B expected, up 257% YoY and 51% QoQ, while operating profit came in at $41.6B vs $44.2B expected, up 557% YoY. Operating margin hit a record 76%, with gross margin at 83% and EBITDA of $44.4B, or an 81% margin. Pricing remained extremely strong, with DRAM ASP up ~30% QoQ and NAND ASP up mid-50% QoQ, while Q3 guidance calls for DRAM bit growth of about 10% QoQ and NAND bit growth in the low-single digits. SK Hynix also said HBM4 shipments began in Q2 with a full ramp planned in 2H, while HBM4E samples were supplied to a major customer in 1H. Net profit surged to $64.6B, boosted by $43.5B of investment-asset gains, meaning net income exceeded revenue due to $42.8B of non-operating profit.

2. The Trump administration is proposing a change that would allow the FAA to waive certain environmental review requirements for commercial launch sites, rocket launches, and spacecraft reentries, according to WSJ. The move could speed up approvals as annual launches and reentries are expected to rise from 214 this fiscal year to more than 500 over the next decade. SpaceX $SpaceX(SPCX.US), Rocket Lab $Rocket Lab(RKLB.US), Blue Origin, and Stoke Space could benefit, though the proposal still has to go through public comment.

3. U.S. Central Command said IRGC forces launched multiple ballistic missiles from Iran today in an attempted surprise attack on U.S. forces stationed in the Middle East. CENTCOM said all Iranian missiles were successfully intercepted and that U.S. forces remain on high alert and ready to respond. Oil was up 5% after hours on the news even though it went down 4% today on earlier reports that Egypt, Qatar, and Pakistan were working to bring back the original MOU between the US and Iran. No updates on that original MOU coming back are in place yet, but the attacks after hours showcased further escalation.

4. The top 10 most active options today by contracts traded were $NVIDIA(NVDA.US) with 2.4M contracts, $Tesla(TSLA.US) with 1.7M contracts, $Apple(AAPL.US) with 1.0M contracts, $Intel(INTC.US) with 820K contracts, $SpaceX(SPCX.US) with 750K contracts, $Micron Tech(MU.US) with 737K contracts, $AMD(AMD.US) with 573K contracts, $SoFi Tech(SOFI.US) with 558K contracts, $Amazon(AMZN.US) with 495K contracts, and $Palantir Tech(PLTR.US) with 461K contracts.

5. Nvidia $NVIDIA(NVDA.US) CEO Jensen Huang reportedly met with Commerce Secretary Howard Lutnick as Nvidia faces growing scrutiny over China chip exports, per Axios. The meeting comes while the Commerce Department investigates potential violations tied to Nvidia’s Blackwell shipments to China, though the details of their discussion were not disclosed. Huang is also meeting with lawmakers from both parties as Washington prepares a broader AI framework covering advanced models, open-source AI, and China, expected by August 1.

6. OpenAI and Anthropic are reportedly lobbying the Trump administration ahead of an August 1 deadline for deciding which frontier AI models should face government evaluation, per The Information. The companies want rival models from players like Meta $Meta Platforms(META.US) and SpaceXAI included as well. Qualifying models could be subject to review at least 30 days before release if they raise cybersecurity or national-security concerns. OpenAI and Anthropic are also warning about Chinese open-source models allegedly built in part using their outputs, citing privacy, IP theft, and cybersecurity risks.

7. Moonshot AI is reportedly looking for more Nvidia $NVIDIA(NVDA.US) Blackwell chips as it discusses Kimi K4, a model expected to be significantly larger than its 2.8T-parameter Kimi K3, per The Information. K3 was reportedly trained partly in China using Blackwell chips accessed through multiple Chinese cloud providers, with Moonshot linking separate 8-chip servers across providers and data centers because no single provider had enough capacity. Inference is now another constraint, with Moonshot pausing new subscriptions within 48 hours of launch as demand overwhelmed capacity. The company reportedly uses Nvidia H20 chips for inference and recommends at least 64 chips to host K3. The report also says Alibaba trained its 2.4T-parameter Qwen3.8-Max using Nvidia chips, including Blackwell.

8. OpenAI CEO Sam Altman said a compute oversupply could emerge within 2 years if AI models become efficient enough to handle most tasks while human attention becomes the real bottleneck. He also said oversupply risk could rise if the industry hits a scaling wall and costs stop falling, making additional compute less economically attractive.

9. Bloom Energy $Bloom Energy(BE.US) crushed Q2’26 earnings, with revenue rising 166% YoY to $1.07B vs $827.6M expected and adjusted EPS jumping 680% YoY to $0.78 vs $0.41 expected. Product revenue surged 215.4% YoY to $935.4M, while adjusted gross margin expanded 604 bps to 34.3%. Bloom also raised FY26 guidance, now expecting revenue of $3.9B–$4.2B vs $3.73B expected and adjusted EPS of $2.55–$2.85 vs $2.16 expected. Management said all major U.S. hyperscalers, plus over a dozen neoclouds, AI labs, and data center operators, have approved Bloom’s power solutions for AI factories, calling Bloom a new standard for AI onsite power.

10. ADP data shows U.S. private hiring has slowed for the fifth straight week, averaging just 15,000 jobs per week through July 11, less than half the 35,750 weekly pace seen in early May. At the same time, Visa $Visa(V.US) is reportedly cutting 7% of its workforce, or about 2,600 jobs, adding to signs that labor-market momentum is cooling.

11. Retail investors are leaning heavily into Big Tech upside, with call options on U.S. Big Tech stocks now making up roughly 55% of all new retail options positions on a 20-day average basis, near the highest level on record. This tracks newly opened call positions, not total volume, making it a clearer read on directional retail bets. The figure is up 10 percentage points since the late-March market bottom, compared with a 57% peak during the 2020 pandemic rebound and a 35% low during the 2022 bear market.

12. Every component in the semiconductor index $SOX is now trading below its 50-day moving average for the first time since April 2025, a sharp reversal from early June when all 30 members were above that level. The SOX is down 18.9% so far in July, putting it on pace for its worst monthly decline since 2008, and now trades 11% below its 50-day moving average, the widest gap since March 30. Despite the pullback, semis remain up 63% YTD. Meanwhile, the semiconductor ETF $SMH has seen $1.3B of outflows month-to-date, tracking toward its second-largest monthly outflow on record.

WALL STREET IS THE GREATEST SHOW ON EARTH.

Source: amit