Crab clps

The $700B data center commitment confirms AI infra spending isn't slowing

Watching Gaudi 3 bookings closely. That's the real growth story... or not

The chip rally (Intel, AMD, Micron all +6%) confirms AI demand is broadening beyond just GPUs to CPUs, memory, and servers

Big Tech earnings this week. Will Apple finally give us a clear AI revenue number?

This is the biggest 48 hours of the year for tech. Google, Microsoft, Meta, Amazon — all four print this week, RIGHT after OpenAI's CFO admitted the company isn't ready to IPO and missed user/revenue targets. The setup is loaded.

$Tesla(TSLA.US)Elon Musk stated he will be ”deeply involved“ in Tesla‘s chip design, with Tesla’s stock rebounding nearly 7%. Do you think this will drive further growth for Tesla?

$AMD(AMD.US)Despite strong Q3 2025 results beating revenue and EPS estimates, AMD‘s stock fell due to market pullback. The long-term outlook remains highly bullish, driven by momentum like the OpenAI deal, expected to add $20B annual revenue from late 2026, nearly doubling AI GPU sales forecasts. While current data center growth is led by client and gaming segments, AI GPU business is accelerating with optimistic guidance. Analysts raised earnings expectations, citing undervalued valuations; the $600 target reflects AMD’s AI chip potential, including technology leadership and expansion opportunities, despite AI market risks. Do you think AMD‘s stock will continue to rise?

$Intel(INTC.US)’s 18A process for Apple’s cheap M chips… but $Taiwan Semiconductor(TSM.US) still owns high-end! Is this just PR fluff or will Intelactually win more big clients?