VanEck Semiconductor ETF

Strategy Report

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A hand-controlled life necessity price, plus a man-made interest price, will ochestrate US' economy boom in 2036.

Phunware

Trump Media & Tech

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Trump Media & Tech - CW28

C3.AI

iShares Core S&P Mid Cap

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3% US 2026 GDP—New Policy Floor of AI Era?

OpenAI

DXYZ

NVDA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

Originally, the market was continuously declining due to liquidity withdrawal caused by the U.S. government shutdown and concerns over supply chain financing surrounding OpenAI. However, now that the U.S. government has reopened and NVIDIA's strong performance has been released, the market still isn't buying it. What exactly is wrong with the U.S. stock market? With only five weeks left in 2025, has it completely turned into garbage time? Is there still hope for AI in 2026? 1. Looking towards 2026, what exactly are Trump's demands? There is one last chance for a rate cut this year—the interest rate meeting on December 10th. From a macro perspective, the current market's short-term nerves seem to be dominated by the prospect of a rate cut...

Destiny Tech100

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Bubble Talk Rising, Will AI Continue as Hottest Bet in 2026?

GBTC

SBET

Continued tight liquidity has started to affect beneficiaries under ample liquidity, such as Bitcoin, as well as tech growth stocks with weak fundamentals and excessive valuations. But what cause the liquidity shortage abruption? what may ease it? and how to position portfolios under this circumstance?

Grayscale Bitcoin Trust BTC - ETF

Sharplink

Angel Oak Mortgage-Backed Securities ETF

ON Semiconductor

U.S. gov. shutdown to trigger a 'dollar shortage'?

000831

00769

SOXL

SOXX

CP00062

The U.S. federal government has been in a shutdown since October 1st, and it has now been over a month. During this period, although there has been almost no release of federal-level macroeconomic data, the 'G2' meeting between China and the U.S. in South Korea, the Federal Reserve's interest rate cut, and the AI infrastructure investment frenzy by American tech giants during the earnings season have resonated to create a small peak in the U.S. stock market. However, the core issue the market now faces is whether the realization of these benefits means that all the good news has been priced in, and whether the remaining time in 2025 will be 'junk' time. 1. Powell's 'hawkish' rate cut...

ZGXT

CHINA RAREEARTH

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Semiconductor

All become 'money-eating beasts'! Can the giants of the US stock market still take the lead?

$NVIDIA(NVDA.US) Quick Interpretation: The company's financial report data for this quarter is average, with revenue failing to maintain the previous beat guidance of “+2 billion USD,” and the gross margin slightly below market expectations. Although Blackwell provided incremental support for this quarter, the ramp-up situation of GB200 affected revenue growth and gross margin performance.The company's operating expenses are relatively stable. Research and development expenses, as well as selling and administrative expenses, have increased, but both have been diluted by high revenue growth, resulting in a stable decline in overall operating expense ratio, with the company's net profit margin maintained at 56.2%.For NVIDIA, the market is actually more concerned about next quarter's guidance and the progress of Blackwell. The company expects next quarter's revenue to be 43 billion USD, which is better than the lowered buy-side expectation (around 42 billion USD). However, the gross margin (GAAP) for next quarter is 70.6%, lower than the market expectation of 72.3%, indicating that the gross margin is still significantly affected by the ramp-up of Blackwell.From the guidance perspective, the incremental support provided by Blackwell for the next quarter looks good. For more detailed data and the progress of GB300, please follow Dolphin Research for subsequent specific comments and conference call content.

Conference Minutes

NVIDIA (NVDA.O) released its Q3 fiscal report for 2025 (ending October 2024) after U.S. stock market hours on November 21, Beijing time. The specific content is as follows: Below is the summary of NVIDIA's Q3 fiscal performance conference call for 2025. For the interpretation of the financial report, please refer to &#34;NVIDIA is still the backbone, just the firepower is nearing its peak.&#34; 1. $NVIDIA(NVDA.US) Core information review of the financial report: 2. Detailed content of NVIDIA's financial report conference call 2.1. Executive team presents core information: 1) Business progress data center business revenue situation: - Revenue was $30.8 billion...

Nvidia: Blackwell delivery volume will exceed previous expectations (FY25Q3 conference call)

$NVIDIA(NVDA.US)Quick Interpretation: The company's earnings report was quite good this time.Revenue continued to beat guidance by +$2 billion, and gross margin also met expectations. All of the company's businesses showed varying degrees of growth this quarter, with data center and gaming contributing significantly to the incremental growth. As downstream cloud providers continue to increase capital expenditures, the company's data center business has grown to over $30 billion, accounting for nearly 90% of total revenue. Despite the absolute increase in R&amp;D and sales expenses due to business expansion, the expense ratio continues to decline. Overall operating expenses remain healthy.After achieving the usual guidance beat of +$2 billion, the market is more focused on the company's next-quarter guidance. For the next quarter, the company expects revenue of $37.5 billion and a gross margin of 73%. The performance will be primarily driven by the mass production of Blackwell, though the initial ramp-up may have some impact on gross margins. The overall guidance and pace are in line with market expectations.In summary, Nvidia's current performance is mainly focused on its data center business, which is heavily influenced by procurement from downstream cloud providers. Based on the capital expenditure expectations of the four major cloud providers, combined capital expenditures are still expected to grow next quarter. The company remains unaffected by its main competitors—AMD's guidance for its related products is weak, while Nvidia has raised its guidance again this quarter, demonstrating its leading product capabilities. With the shipment of Blackwell, the company is expected to further widen its gap with competitors. Going forward, it is recommended to pay attention to the conference call for updates on Blackwell's shipment expectations, progress in the PC segment, and the company's outlook for the data center business.

LSEG and Broadcom Sign Five-Year Agreement to Deepen VMware Cloud Partnership

SambaNova and Intel Expand Collaboration to Develop Heterogeneous Hardware Solution for Optimized AI Performance

Liquid cooling technology company Yixintong completes Series B+ financing amid surging demand for chip cooling

Abacus FCF Advisors Adds Nvidia Shares to Become Largest Holding

Intel states that PCs are evolving into an entry point for intelligent experiences

NVIDIA CEO Jensen Huang states that AI infrastructure build-out is still in its earliest stages and will continue for at least a decade

Intel CEO States 18A Process Yields Have Recovered Significantly, Drawing Increased External Customer Interest

Nvidia Stock Faces Bearish Risk Ahead of Earnings, Support at $219

Trump reiterates his rhetoric that Taiwan 'stole' the US chip industry

HSBC raises Micron Technology (MU.O) price target from $750 to $1100

UBS Raises Broadcom Price Target to $490, Maintains Buy Rating

AMD to Present at Bank of America Global Technology Conference

AMD Executive to Present at J.P. Morgan Technology Conference

Intel Urges PC Makers to Adopt 18A Chips Amid Old CPU Shortage

Beijing to Meet with AMD CEO Lisa Su to Discuss AI Chip Cooperation

AMD CEO Lisa Su to Attend Shanghai Developer Event and Deliver Keynote Speech on May 19

Nvidia CEO Huang Renxu Optimistic About China Allowing AI Chip Imports

AMD to Participate in HPE Discover 2026, Focusing on Networking, Cloud, and AI

Cathie Wood's Ark Invest sold over 100,000 TSMC ADR shares on May 15

China Mobile's 2 billion yuan AI server procurement order excludes NVIDIA, with Huawei as the sole supplier

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

Pinned News

置顶新闻

Is Micron Stock Expensive at $725? Here's the Math on Why Shares Are Still Dirt Cheap.

MULL

FTXL

SOXQ

Micron Technology's stock has surged to $725, nearly doubling in a month due to its pivotal role in the AI semiconductor market. Despite appearing expensive, forward earnings analysis indicates it remains reasonably valued with a forward P/E of about 8. Analysts expect EPS to grow significantly, suggesting further upside potential for investors willing to navigate volatility.

- Micron Technology's stock has surged nearly 58% recently, driven by its significant earnings growth and role in the AI semiconductor market.  
- Despite its high share price over $700, analysts suggest Micron is undervalued with a forward P/E ratio of about 8, indicating room for further growth as demand for memory products rises.  
- While some analysts recommend alternative stocks, the underlying earnings potential positions Micron as a compelling option for long-term investors willing to navigate market volatility.

nasdaq

Micron Tech

Direxion Daily MU Bull 2X Shares

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GraniteShares 2x Long MU Daily ETF

First Trust Nasdaq Food & Semicon

Invesco Semiconductors ETF

Invesco PHLX Semiconductor ETF

Intel

Netflix

Nasdaq

NVIDIA Corporation

SSNGY

SMSN

09747

07747

SAMSUNG ELECTRONICS and its South Korean union are set to resume negotiations this afternoon, with two unresolved issues remaining. Reports indicate that the union has softened its stance, potentially paving the way for a deal.

Unusual Whales

Samsung Electronics 

Samsung Electronics Co., Ltd. Sponsored GDR

VanEck Vectors Semiconductor UCITS ETF Accum A USD

XL2CSOPSMSN-U

XL2CSOPSMSN

SAMSUNG ELECTRONICS AND UNION TO RESUME TALKS IN THE AFTERNOON, WITH TWO ISSUES STILL UNRESOLVED ACCORDING TO MEDIA REPORTS CITING A LABOUR OFFICIAL, SAMSUNG’S SOUTH KOREAN UNION HAS EASED ITS POSITION, OPENING THE DOOR TO A DEAL (

INTC

INTW

SambaNova and Intel have expanded their collaboration to develop a heterogeneous hardware solution that integrates GPUs, Intel Xeon 6 processors, and SambaNova RDUs. This architecture aims to enhance AI performance by optimizing hardware for specific tasks, resulting in improved quality and speed.

- SambaNova and Intel have expanded their partnership to develop a heterogeneous hardware solution for AI applications.  
- The system integrates GPUs, Intel Xeon 6 processors, and SambaNova RDUs, optimizing hardware for specific tasks.  
- This collaboration aims to enhance AI performance by improving both quality and speed.

Cloud Computing News

GraniteShares 2x Long INTC Daily ETF

ISHRS S&P Glb It

SambaNova and Intel’s heterogeneous x86 AI architecture

NoMIS Power Corp has joined the ARPA-E DC-GRIDS consortium, participating in a $2.5 million project led by Michigan State University to develop high-voltage SiC-based power electronics. The project aims to enhance HVDC technologies for improved US transmission capacity, supporting electrification and offshore wind integration. NoMIS will leverage its 3.3kV SiC MOSFET portfolio, including a new 25mΩ device, to lead device-level packaging and testing within the Albany Nanotech Complex.

SemiConductor

NoMIS Power joins ARPA-E  DC-GRIDS consortium

512760

Sivers Semiconductors AB (STO: SIVE) has announced a $6.6 million Year 2 funding extension for its Electronic Warfare (EW STAR) project under the Northeast Microelectronics Coalition (NEMC). This funding recognizes Sivers' strong technical progress and aims to advance wideband antenna array technologies for defense applications. The program is part of the Microelectronics Commons initiative, collaborating with organizations like BAE Systems and MIT Lincoln Laboratory.

prnewswire

Guotai CES Semiconductor Chip Industry ETF

BAE Systems plc

01:42 ETMicroelectronics Commons Strengthens Commitment to Sivers Semiconductors With Year 2 Funding

NVDU

Corning's Q1 2026 results highlight the growing importance of optical connectivity in AI infrastructure, with strong demand for optical fiber and a partnership with Nvidia. The company's stock has surged over 270% in the past year, reflecting its critical role in the AI ecosystem. Despite its high valuation, the bullish long-term outlook suggests that pullbacks may present selective buying opportunities.

- Corning Incorporated's Q1 2026 results highlight the growing significance of optical connectivity in the AI infrastructure alongside compute power.  
- The company has established strong partnerships, including with Nvidia, indicating its vital role in the AI ecosystem and the increasing demand for optical fiber.  
- While Corning's stock has risen over 270% recently, its high valuation prompts cautious investment, viewing any pullbacks as potential buying opportunities.

Tip Ranks

Corning

Direxion Daily NVDA Bull 2X Shares

Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear

LITE

AIXA

Aixtron has secured multiple orders from Lumentum for its G10-AsP MOCVD systems, aimed at enhancing production of indium phosphide-based lasers and detectors for high-speed optical links in AI data centers. These tools will facilitate next-gen InP technologies for 800G optical connectivity, addressing the growing bandwidth needs in AI-driven architectures.

PUBT

Lumentum

AIXTRON SE

EQS Group AG

Aixtron wins multiple G10-AsP MOCVD tool orders from Lumentum

DELL

At Dell Technologies World, NVIDIA CEO Jensen Huang highlighted a surge in AI demand, stating it is 'going parabolic.' With 5,000 enterprises utilizing Dell AI Factories powered by NVIDIA, the global AI infrastructure spending could reach $3-4 trillion by 2030. New products like the Dell PowerEdge XE9812, built on NVIDIA Vera Rubin NVL72, promise significant cost and performance improvements for AI workloads. Dell and NVIDIA's collaboration aims to enhance enterprise AI capabilities, moving beyond pilot projects to large-scale deployments.

- Dell Technologies is revolutionizing AI infrastructure with the introduction of NVIDIA Vera Rubin NVL72, offering significantly lower costs and faster processing for enterprise AI workloads.  
- The Dell AI Factory, now supporting advanced computing systems such as PowerEdge XE9812, enables enterprises to deploy agentic AI efficiently while maintaining data security and performance.  
- Key companies like Lilly, Samsung, and Honeywell showcase the impact of this technology in various sectors, underscoring the shift towards scalable, on-premises AI solutions.

NVIDIA Blog

Dell Tech

GraniteShares 2x Long DELL Daily ETF

Eli Lilly

Honeywell

Honeywell International - WI

NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”

TSMX

TSMG

TSMU

HighTower Advisors LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 14.2% in Q4, now holding 780,611 shares valued at $237.22 million. Other institutional investors also adjusted their positions, with notable increases from Fisher Asset Management and Bank of America. Analysts remain positive on TSMC, citing strong AI demand, despite geopolitical risks and recent stake reductions by some funds. TSM shares opened at $395.84, with a market cap of $2.05 trillion.

- HighTower Advisors LLC increased its position in Taiwan Semiconductor Manufacturing Company by 14.2%, owning 780,611 shares valued at $237.2 million as of the latest SEC filing.  
- Other institutional investors also adjusted their stakes, with Fisher Asset Management raising its holdings by 1.0% to 17.8 million shares valued at nearly $5 billion.  
- Despite positive sentiments regarding AI infrastructure demand, TSMC faces geopolitical risks and recent stake reductions by some funds that may impact investor sentiment.

Market Beat

Taiwan Semiconductor

Direxion Daily TSM Bull 2X Shares

Leverage Shares 2X Long TSM Daily ETF

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Bank of America

AllianceBernstein

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lifted by HighTower Advisors LLC

VanEck Semiconductor ETF(SMH.US)

Is Micron Stock Expensive at $725? Here's the Math on Why Shares Are Still Dirt Cheap.

SAMSUNG ELECTRONICS AND UNION TO RESUME TALKS IN THE AFTERNOON, WITH TWO ISSUES STILL UNRESOLVED ACCORDING TO MEDIA REPORTS CITING A LABOUR OFFICIAL, SAMSUNG’S SOUTH KOREAN UNION HAS EASED ITS POSITION, OPENING THE DOOR TO A DEAL (

SambaNova and Intel’s heterogeneous x86 AI architecture

NoMIS Power joins ARPA-E DC-GRIDS consortium

01:42 ETMicroelectronics Commons Strengthens Commitment to Sivers Semiconductors With Year 2 Funding