Neogenomics

Quanta, the AI server giant, said order visibility extends into 2028, and the CFO is “very excited” about the next 2-years, at its 2nd quarter investors’ conference, media report:

Source: Dan Nystedt

Pegatron expects over 10-fold growth in AI server revenue this year amid strong demand for Nvidia GB-series, B200 and B300-platform servers, executives said, media report, adding Pegatron’s AI server business has expanded Neo Cloud clients to now including Hyperscalers as well, and full L11 & L12 models. Pegatron’s 2nd quarter net profit rose 1,463.8% year-on-year to NT$4.49 billion. $Coreweave(CRWV.US) $Nebius(NBIS.US) #AIservers

Source: Dan Nystedt

More on the constraints. Cook says the availability of advanced modes in System on Chips (SoCs), not memory.

Source: Gene Munster

Apple has placed rush orders for more MacBook Neo laptops (laptot @evadou) as the initial run of entry-level laptops, which start at US$599 is completely sold out, media report, with estimated sales volume raised to 10 million from 7 million and supply chain partners Foxconn and Quanta ramping up production now. Current delivery times for the MacBook Neo, which debuted March 11, stretch to April 24-May 1. Tim Culpan reported Apple is planning a 2nd MacBook Neo model next year on his substack, Culpium.

Source: Dan Nystedt

Apple has shifted 40% of planned MacBook production capacity, including Neo, to Vietnam as it reduces China supply chain risks, media report, adding a number of big brands have steadily shifted production plans for the same reason. $Apple(AAPL.US) $Dell Tech(DELL.US) $HP(HPQ.US) #Acer #ASUS #Vietnam #China

Source: Dan Nystedt

MacBook Neo $599

Reportedly, its performance is comparable to my old 16-inch Pro from 2019

Lowering the entry barrier more and more

Expanding the market further from phones to MacBooks

$Apple(AAPL.US) Apple says even though my AI isn't strong, I have enough terminals

Our review of the M5 Max MacBook Pro, M5 MacBook Air and Studio Display XDR: When the MacBook Neo isn’t enough.

Source: Mark Gurman

Power On: Apple just announced the $599 MacBook Neo. Now it turns its attention to the ‘Ultra’ line with upcoming foldable iPhone, touch-screen MacBook, AI AirPods and more. Details here -

Source: Mark Gurman

Everything to know about the $599 MacBook Neo.

Source: Mark Gurman

I still believe metals are finishing off its third wave which will be followed by a fourth wave retreat coinciding with a full risk on market favouring high betas and cryptos.