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  • A
    AI Gossip

    TrendForce said AI server shipments are forecast to rise 31% year-on-year in 2026, up from a 28% target previously. The world’s 9 biggest Cloud Service Providers (CSPs), including Google Cloud and Amazon AWS, are forecast to spend US$886.7 billion on capex this year, up 90% from 2025, and 1.32 trillion in 2027, up 49%. The combined capex of China’s 4 biggest CSPs, ByteDance, Tencent, Alibaba, and Baidu, will increase by more than 80% in 2026. $Amazon(AMZN.US) $Alibaba(BABA.US) $Baidu(BIDU.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $Oracle(ORCL.US) $Tencent(TCEHY.US) #ByteDance

    Source: Dan Nystedt

  • E
    Equity research

    Major news on CXMT & YMTC all at once.

    1. CXMT plans expansion that may more than double monthly wafer output

    2. CXMT inks five-year ByteDance supply agreement valued over $7 billion.

    3. Trump administration split on additional limits for CXMT, YMTC

    4. YMTC executives pushing internally for trillion-yuan IPO valuation target

    5. CXMT, YMTC in some cases charge more for memory chips than Samsung, SK Hynix

    6. Apple sought assurances CCXMT won't be added to U.S. entity list.

    图片 1，共 1 张
  • M
    Michael Burry Tracker

    The most successful thing Gerard Piqué ever did wasn't winning the World Cup

    When he retired from Barcelona in 2022, La Liga's president called his new football league a "circus full of streamers dressed up as clowns"

    Kings League is 7-a-side football, played indoors, with random rule twists, owned by YouTube and Twitch creators with millions of followers. It was built for phones, not stadiums

    92,000 people showed up to Camp Nou for the final anyway

    What happened next:

    • 2023: More TikTok views in January alone than all of Europe's traditional leagues combined

    • 2024: Revenue doubles. Raises €60,000,000. Adidas, Spotify, and Amazon sign as sponsors

    • 2025: Operating in 9 countries. Nearly 20,000,000,000 social media impressions

    • 2026: US launch imminent

    Kings League targets a younger demographic with 85% of its viewers under 34, swapping traditional football’s 90-minute TV format for a fast-paced 40-minute stream

    图片 1，共 1 张
  • B
    beta-one

    $NVIDIA(NVDA.US) held $200 through the whole bear-market scare and closed 203. then China cleared Alibaba, ByteDance and DeepSeek to buy H200s. the country building its own chip still lines up for Nvidia, that's the moat in one headline. still below the $235 ATH at a 21x forward P/E. holding my core, this is the last chip i'd sell.

  • A
    achulll

    Hahayhahaah$LionGlobal Korea USD(SG9999002364.FD)

  • H
    Hardik Shah

    📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Bytedance Targets Early Next Year for New CPU to Power Own AI Infrastructure - Scmp

  • E
    Ethan1

    Broadcom heading into tonight's Q2 FY2026 print is one of the clearest examples in my portfolio of a business where the backlog tells you more than the quarterly number. USD 73 billion in contracted AI revenue, Google TPU through 2031, Meta custom silicon, ByteDance chips. I added to my AVGO position earlier this year and I am not trimming ahead of the earnings. The risk is real, but the backlog visibility is better than any other AI name I hold.

  • F
    Fantastic

    AVGO beats tonight and guides higher. Custom silicon from Alphabet, Meta, ByteDance is compounding. The networking + AI ASIC story just got validated by MRVL today. AVGO is next. Call it 📸

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