Alpha～

Intel's Google partnership validates their foundry strategy. But margins still under pressure — execution is key

Arm entering chipmaking is huge. Securing Meta & OpenAI orders validates the move. Direct Nvidia competitor emerging

Last time AMD had a big data-centre share-gain quarter was Q3 2024. Stock ripped 18% in a week. Doesn't mean it happens again, but the setup rhymes. Stay nimble.

Two new data centers announced, powered by renewables, and Wells Fargo just upgraded with a $387 target. Google is quietly building the AI infrastructure moat while everyone stares at the GPU shortage narrative. $Alphabet(GOOGL.US) $Alphabet - C(GOOG.US) 

Micron earnings Thursday. Memory stocks been on fire. Please keep running 🔥

$Apple(AAPL.US) Long-term, their own AI server chips and data centers are the real story. This Gemini deal is just a stepping stone.

Micron's HBM4 win with Nvidia is the real story. Memory cycle now driven by AI, not consumer — multiples can expand

$Circle(CRCL.US) down again today. Value trap or buying opportunity?🤔

Intel reports Q1 Wednesday. The one line I'm watching: foundry external revenue. Everything else is noise until Lip-Bu Tan shows a real third-party customer win. Will it show up?

INTC just went nuts this week 🚀 Joined Musk's Terafab thing with Tesla/xAI — stock shot up like 15%, hit almost $59. Some call it hype, some call it a turnaround 🤷‍♂️ 18A foundry finally got a real customer. Also bought back full control of Fab 34 from Apollo for $14B. Advanced packaging deals with Google/Amazon rumored. But uh… foundry still lost $2.5B last quarter. Yields apparently only ~60% and needs 80%+ for Tesla orders. Earnings on Apr 23 expected to be negative. Analysts can't decide: KeyBanc says $70, HSBC says Sell. Classic. Musk narrative doing all the heavy lifting right now. Anyone actually buying this or just watching the show?🤔

$Coreweave(CRWV.US) I plan to buy back in after the price drops a bit more. The current price is too high and I'm scared.

$Apple(AAPL.US)’s first foldable: 7.8-inch screen, 500k folds, better battery… But is this enough to justify the crazy price?

COIN and CRCL still haven’t caught up with Bitcoin — they’ve got some catching up to do.