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Is Intel's Foundry Comeback Real, Or Just A Story The Market Wants To Believe?

For almost two years, the entire AI story was told through two characters: the GPU and the memory chip. Nvidia got the headlines, Micron got the memory trade, and almost nobody outside the industry could name the company that actually connects thousands of those GPUs into one working brain. Then at COMPUTEX, Jensen Huang said the name out loud. Marvell. And the stock jumped 32% in a single day. Here is how I would explain it to a friend who does not follow chips. Imagine a city obsessed with building taller and taller skyscrapers, the GPUs. Marvell is the company quietly laying the high-speed expressways between every building. You do not notice the roads until someone points out that without them, the city is just a row of beautiful, disconnected towers. What does this mean for us ordinary investors? Two things. First, the AI buildout is wider than the few names everyone already owns. The plumbing has value too. Second, by the time a CEO says your name on stage and the stock is already at an all-time high, the easy part of the story is behind you. The real question is no longer what Marvell does. It is whether the orders keep coming after the applause fades.

N1X specs: 20-core ARM CPU, 6,144 CUDA cores (RTX 5070 class), Blackwell architecture, 3nm, 45-80W. Partners: Dell XPS, Lenovo Legion 7, Asus ProArt, MSI, Microsoft Surface. Holiday 2026 launch. If benchmarks match the specs, Qualcomm's ARM Windows monopoly is over.

Compared to BIDU's AI hype, BABA feels undervalued, anyone thinks so?🤔

not touching my NAND exposure. the storage melt up has legs and i am sitting through the volatility 💤

every China headline is either tariffs, blacklist or delisting risk. holding HK tech these days needs a strong stomach lah 🫠

$Coinbase(COIN.US) Moves with Bitcoin, not the stock market. A different beast on its own schedule

This is ABSOLUTELY MASSIVE. Micron Technology just crossed USD 1 trillion market cap today, surging +19%. Biggest single-day gain since 2011. And before you think this is just hype — UBS just raised their price target from USD 535 to USD 1,625. That's a 204% increase in a single price target revision, the highest target on Wall Street, from one of the most respected semiconductor analysts alive. Their argument: "AI has permanently changed how Micron deserves to be valued." 🚨 Here's the data you need to understand why this is different. Micron's Q2 FY2026 revenue was USD 23.9 billion — up 196% year-over-year and 28% ABOVE their own guidance. EPS was USD 12.07, up 756% year-over-year. And CEO Sanjay Mehrotra confirmed that their entire 2026 HBM4 supply is sold out under long-term fixed-price contracts. They are only fulfilling 50 to 65% of customer demand. There is no more product to sell. Every AI data centre buildout in the world is queuing for memory that Micron literally cannot make fast enough. Q3 guidance is USD 33.5 billion in revenue at 81% gross margins. A year ago these margins were in the mid-30s. When margins go from 35% to 81% in four quarters, that's called pricing power. AMD caught the wave too today, up +7%. The whole AI chip supply chain is moving. If this is the signal you've been waiting for that the memory supercycle is real — this is it. 📈

$ASML(ASML.US) The stock price had already started to fall before the earnings report was released. Waiting for the results.

$Coinbase(COIN.US) A high-beta proxy for crypto sentiment. Not a play on today's tech trends.

$Alibaba(BABA.US)  This is ridiculous — it just keeps falling every single day.

OKP just won a S$165M LTA contract for overhead bridge elevators. Their order book is now S$760M through 2031. Isn't this basically a guaranteed revenue stream for the next 5 years?? Why isn't this stock getting more attention?