Leverage Shares 2X Long NVDA Daily ETF

OPENAI:

Source: amit

The reason for Up 4.3% to 8.6% is

Micron share on June 2026 increased more than 16%.

Usually, they sell to Nvidia, AMF and hyperscalers.

If Nvidia, Marvell, and AMD shares price increase, Micron will also increases.

Anthropic's massive valuation target alongside a $42B loss shows that AI infrastructure spending is still going full throttle, regardless of high costs. It's a high-stakes game where only the strongest will survive in the long run

Truist: 'CoreWeave feels comfortable with its parent-level financing position'. - $Coreweave(CRWV.US) $NVIDIA(NVDA.US)

I think one of the big news this week is Micron's earnings as it affects many other companies that have a customer/seller relationships with Micron like TSM, Nvidia, AMD etc. With the bullish momentum of Micron, I will not be surprised to see a 6 to 10% move either ways post earnings. I have one concern though: Taiwan's workers are still seeking a long term fair system where they get to share 15% of Micron's operating profits. How will this situation pan out? How will Micron settle the situation & what will this signal to shareholders as well?

UBS: Nvidia's CPO suppliers

Physical chips are the in thing now… No chips no AI

Anthropic’s massive $42 billion loss highlights the immense capital intensity of frontier AI models. A $2 trillion valuation target amid soaring Treasury yields forces a stark choice: pay a premium for hyper-growth scale or wait until multi-decade rate pressure forces financial discipline across unproven, capital-hungry balance sheets.

$Netlist, Inc.(NLST.US) | Netlist ITC Action: - $Micron Tech(MU.US) $Broadcom(AVGO.US) $Alphabet(GOOGL.US) $NVIDIA(NVDA.US)

I wouldn’t buy into Anthropic’s IPO yet since the company has such high net loss now, shall stay on the sidelines and see what happens.