Full-stack AI bellwether $Alphabet(GOOGL.US) has seen some recent softness in its share price.
At this juncture, the company announced an additional 80bn of external capital to fund AI infrastructure....
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Since late 2022, when ChatGPT burst onto the scene, AI has unleashed wave after wave of semiconductor supercycle opportunities. From compute (GPUs) and storage to coordination and scheduling (CPUs), t...
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$NVIDIA(NVDA.US)NVIDIA keeps receiving bullish news, from AI demand to product launches and improving China-related headlines, yet every push toward new highs runs into heavy selling. That suggests th...
0603 ｜Dolphin Research focus: 🐬 Stock 1, $Microsoft(MSFT.US) announced seven in-house, full-stack MAI models at the Jun 2 Microsoft Build developer conference, spanning reasoning, coding, and multimo...
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ok hot take but +32% to ATH because jensen said one word at computex?? the business is literally the same as yesterday lah. networking ASIC story is real but i'm not paying all time high for a soundbi...
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 co...
While the market is still debating who'll become the next AI winner, NVIDIA CEO Jensen Huang has already given one of his own answers.
He's called $Nebius(NBIS.US) and $Coreweave(CRWV.US) "World-Class...
Wow… new extremely transformative news got released today.
Making a certain photonics company:The effective upstream laser chokepoint for $NVIDIA(NVDA.US) NVLink fusion CPO ecosystem.With their lasers ......
good to try it out
Around 15 years ago when my first startup failed due to putting too many ideas in the business, my mentor taught me about Opportunity cost.
Take a Rolex Submariner for example. The true cost is not ju..................
Broadcom tonight. $73B AI backlog. $10.7B AI revenue expected (+140% YoY). After MRVL +32%, HPE +20%, NVDA +6% all beating on AI demand this week, the bar is high but the demand is clearly real. I'm h...