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$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
Went up by quite a bit, but beware of round tripping…
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
A ±7% swing on a 355B. Given the mixed signals (great top-line growth vs. margin compression), an explosive 7%+ jump is unlikely, but a negative close is also improbable because the core AI demand story remains intact. The initial after-hours price action settling around +4% points directly to the "2% to 7%" bucket.
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
Strong leadership drives Micron forward. Today, we are pleased to announce two leadership appointments.
Manish Bhatia has been appointed President and Chief Operating Officer, and Scott DeBoer has been appointed President and Chief Technology and Product Officer.Manish and Scott bring decades of innovation, operational excellence, and leadership experience to these newly expanded roles. As demand for #AI infrastructure reaches an inflection point, their leadership will be instrumental in advancing Micron's mission to accelerate intelligence — from the data center to the edge. Their appointments position Micron to accelerate growth, advance innovation, and create greater value for our customers, partners and stakeholders.Congratulations to Manish and Scott on their appointments! Read the full announcement below.Source: Micron Tech
The consecutive decline leading into the earnings call is soeculated to be profit taking. Currently, the macro environment and the AI trade sentiments are not exactly on solid ground. Of late, concerns like capex ROI, circular financing, etc. have made the the market very sensitive and always scrutinizing the finest detail to pick up something to worry about.
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
Guess the price
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
Seven losing sessions look painful, but strong earnings could trigger a powerful rebound and reverse sentiment.
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
down 2%-7%
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
What’s your guess?
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
up to $216.88 after close to resistance level
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
niceee insight
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
Thoughts on $NVIDIA(NVDA.US) later today:
Prediction: - I don't see a revenue beat being a catalyst for NVDA.- Everyone knows that revenue will be ~10-15% ahead of estimates thanks to GB300 (and GB200) volume expansion.- Moreover, looking historically, recent beat & raise quarters have not been a positive re-rating catalyst for NVDA's share price... perhaps the quarter's already been priced-in due to a +12% move in the last month.- On the flip side, maybe this time will be different thanks to the stock currently trading at extremely low valuations... I actually think broader institutional sentiment improved as of yesterday too with significant short covering which drove the share price up. Time will tell.For next quarter:- No surprises - guidance will of course increase thanks to additional ramps in rack volumes, plus first Vera Rubin orders filtering through.- I expect gross margins to remain stable thanks to ASP increases offsetting continued memory price surges from $SK Hynix(SKHY.US), $Micron Tech(MU.US), and Samsung.In terms of "qualitative" catalysts, there are a few areas Jensen and co. need to touch on though (common threads across the street):1. HBM: Per JPM/MS/GS (and wider industry comments), NVDA have made changes to HBM content for both Rubin and Rubin Ultra. This is of course due to memory supply being extremely scarce currently - but what does this mean for NVDA exactly? On the flip side...what does this mean for the memory players? Can NVDA keep passing on price increases to customers if memory prices continue soaring? I hope this is all expanded on on the call in some detail.2. Competition such as $AMD(AMD.US), $Cerebras(CBRS.US), OpenAI Jalapeno:Around ~40-50% of NVDA's revenue comes from four hyperscalers that are all deploying their own stuff - $Alphabet(GOOGL.US) TPU, $Amazon(AMZN.US) Trainium, $Meta Platforms(META.US) MTIA, $Microsoft(MSFT.US) Maia. Plus OpenAI / $Broadcom(AVGO.US) revealing benchmark results for their in-house Jalapeno chip which shows 1.5-1.9x more throughput per kilowatt + 1.7-3.6x lower end-to-end latency against NVDA's GB200 and GB300 rack systems. All of these factors have been working against NVDA recently, even just from a sentiment perspective. Jensen's updated views will be appreciated!3. Funding partnerships: A few weeks ago, NVDA announced a partnership with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR "to establish AI compute infrastructure financing platforms to mobilize over $500 billion of third-party capital." Again, what does this mean for NVDA? They quite clearly have sight over demand longer-term, but "circular financing" is still something that still comes up a lot these days (despite Jensen outlining why it's not in his X article).Big day ahead, expecting some volatility thanks to last minute positioning adjustments.
it is never to predict a giant growth where experts have failed so many times
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
Actually didn't expect SK Hynix specifically to be the one looking at Intel's packaging. They compete directly with Micron and Samsung in HBM, so if EMIB genuinely saves them cost versus CoWoS, that's a real business reason, not just PR for Hot Chips week. Watching to see if this turns into an actual order next year.
Micron and SanDisk get all the memory headlines but the Intel angle from Hot Chips is more interesting long term. SK Hynix confirmed it's evaluating Intel's EMIB packaging for next gen HBM, mainly to diversify away from being fully dependent on TSMC's CoWoS capacity. This is still R&D stage, not a signed supply deal, so don't expect revenue from it for years. But if it goes anywhere, it's a real signal that Intel Foundry can win credibility from a company that has zero reason to help a rival unless the tech and pricing actually work. INTC is still down over 35 percent from its 2026 high even after this week's news.
shall rise higher
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
Behind the scenes from @jimcramer and @CNBC's visit to Micron headquarters in Boise last week.
A meaningful week to spotlight our people, our campus and the work happening in Idaho — from Micron Research Labs to live conversations on Squawk on the Street and Mad Money.#Micron #IntelligenceAccelerated #AISource: Micron Tech
Earnings data won't be disappointing; disappointment is often driven by market fear. I believe the market has already priced this in with a pre-emptive drop, and volatility should ease significantly going forward. I expect moderate fluctuations rather than sharp swings. Upstream 'shovel' stocks may see gentle upside, so keep an eye on the optical module sector.
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
recently the price always dropped after earnings release. The expectation is too high. everyone is taking high profit and margin for granted.
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
maybe sell on news. drop to 200 or lower pls. so more people can load up
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
$Micron Tech(MU.US)Micron’s AI Memory Boom 🔥
Micron Technology ($Micron Tech(MU.US)) is becoming one of the biggest beneficiaries of the AI infrastructure boom.
🚀 Q3 FY2026 revenue: $41.46B
💰 Non-GAAP EPS: $25.11
📈 Q4 revenue guidance: $50B ± $1B
🤖 HBM4 already shipping in high volume
AI chips need massive amounts of high-speed memory, and Micron is positioning itself as a key supplier alongside SK hynix and Samsung. (investors.micron.com)
The AI boom isn’t just about GPUs — memory is becoming just as critical. 👀
$Micron Tech(MU.US) #Micron #AI #Semiconductors #Stocks #Investing
