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$Sitime(SITM.US) $Paycom Software(PAYC.US) $Aeva Tech(AEVA.US) $Caris Life Sciences(CAI.US) $Remitly Global(RELY.US) $NN(NNBR.US) $Clover Health Investments(CLOV.US) $Magnite(MGNI.US) $Intapp(INTA.US) $Motorola Solution(MSI.US)๐ See pinned tweet for how I use my WL
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NVIDIA Enters PC Silicon: What the Specs Show and What They Don't
NVIDIA's N1X is a genuinely impressive piece of hardware. 20-core ARM CPU, 6,144 CUDA cores matching a desktop RTX 5070, Blackwell GPU architecture, 3nm process, 45-80W power envelope. The specificati...
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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.
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๐ข ๐๐๐๐ ๐๐: $Intel(INTC.US) Intel Launches ๐๐ซ๐ ๐-๐๐๐ซ๐ข๐๐ฌ GPUs for Handheld Gaming PCs
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Intel unveils new ๐๐ซ๐ ๐-๐๐๐ซ๐ข๐๐ฌ processors for handheld gaming devices.โค Launch includes ๐๐ซ๐ ๐๐ and ๐๐ ๐๐ฑ๐ญ๐ซ๐๐ฆ๐ chips running Windows 11.โค Built on Intel ๐๐๐ง๐ญ๐ก๐๐ซ ๐๐๐ค๐ architecture for improved efficiency and performance.โค Features include ๐๐๐๐ ๐, real-time ray tracing, and Xe Low Latency.โค Supports ๐๐ข-๐ ๐ข ๐, Bluetooth 6, and Thunderboltโข 4 connectivity.โค OEM partners include ๐๐๐๐ซ, ๐๐๐, and ๐๐ง๐๐๐๐ฅ๐๐ฒ๐๐ซ handheld systems.โค Intel Arc G-Series devices begin rolling out starting ๐๐ฎ๐ง๐ ๐๐๐๐ - W
All of the largest Trump trades from Q1 and their returns visualized
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TSMC is manufacturing the latest premium smartphone chip by Qualcomm, the Snapdragon 8 Gen 5, with a 3nm process, (N3P), media report, and 15 handset makers have chosen the chip for their latest premium smartphones, including Motorola, Vivo, Meizu, iQQQ, more. $Taiwan Semiconductor(TSM.US) $Qualcomm(QCOM.US) $Motorola Solution(MSI.US) #Semiconductors
Source: Dan Nystedt