$SoftBank(SFTBY.US)$Microsoft(MSFT.US) tested all day, couldn't stop. ChatGPT-6 is incredibly strong this time around; the key isn't coding, but its extremely fluid compute use and superior long-task performance unlocking new use cases that Claude struggles with. Let's see how these two tickers perform next week.
Share your thoughtsWhat's on your mind?
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uhhh... the Unitree IPO is more than 8000 times oversubscribed by retail investors.
The demand for pure play humanoid companies is absolutely enormous?I'm personally in the US-based Agility Robotics club (Softbank, $NVIDIA(NVDA.US), $Amazon(AMZN.US), Foxconn, etc), at $2.5B premoney via $Churchill Capital XI(CCXI.US). And my take is that Unitree likely opening at $30B+ (from pre-ipo perps), might bring the leading US players some more attention in a week or two. Regardless that's just absurd demand. - C
Palantir surged 29%, but AMD fell more than 8% pre-market. With SanDisk and Western Digital reporting tonight, can the AI hardware rally survive?
Applications and hardware rallied overnight, but AMD reversed after earnings. Tonight's ADP and ISM data, followed by SNDK and WDC results, will show whether investors still want to bet on AI hardware.
Related stocks: $Palantir Tech(PLTR.US)$Arm(ARM.US)$AMD(AMD.US)$Micron Tech(MU.US)$Sandisk(SNDK.US)$Western Digital(WDC.US)
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$Arm(ARM.US) sold my payday shares for good payday %. I now settle into the full swing with $ in my pocket. Repeating the same system over and over.
Source: Sunrise Trader
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The market is rewarding companies that can turn AI spending into real revenue and cash flow. That's why I'm continuing to build positions in names like ARM, ServiceNow, Nvidia and Palantir. While valuations remain elevated, I believe earnings growth will continue to justify the premium.
The recent pullback in memory stocks looks more like profit-taking than a deterioration in fundamentals. AI demand remains strong, supply is still tight, and new technologies like High Bandwidth Flash strengthen my long-term conviction. I'm happy to keep accumulating quality memory names on weakness.
As for Singapore, DBS will be closely watched this week. I expect solid results, but with valuations already rich, I'd rather deploy fresh capital into AI infrastructure and semiconductor stocks that have corrected and offer better long-term upside.
☕️ [Task Coins Giveaway] Daily Market Talk — Palantir Revenue Jumps 93%Amazon became the fifth company ever worth $3 trillion. Then Palantir printed 93% revenue growth after the bell while still sitting 40% below its own high.
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$Arm(ARM.US) | Rosenblatt 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗔𝗿𝗺 𝗛𝗼𝗹𝗱𝗶𝗻𝗴𝘀, cuts PT to $𝟮𝟱𝟬 from $𝟮𝟳𝟬
Analyst sees solid growth and surging server CPU demand, but cuts the PT on lower FY28E EPS from lower GM and higher expenses. - E
BofA: Intel
Investment Rating & Price Objective> Rating & Price Objective: Maintain BUY with a Price Objective (PO) of $160.00 USD (against a stock price of $91.67 USD). > Valuation Basis: Based on 31x CY30E EPS power of $6+, discounted back two years to account for long-term server CPU and external foundry wafer/packaging opportunities. Server & Market Positioning> Supply-Driven Share: Server market share through 2026–2028 is viewed as a function of supply rather than design. Coral Rapids (slated for 18A-P in 2027) will further help close the performance gap against competitors. > ASP Strength: Q2 server Average Selling Price (ASP) jumped +48% YoY, driven by higher core-count Granite Rapids adoption. > Competitive Edge in AI: Intel argues that agentic AI workloads vary in requirements and may not always favor ARM or AMD. Intel’s NVLink design-in establishes a level playing field for system-level integration, while x86's security lead provides an advantage in enterprise AI. > PC TAM: The PC Total Addressable Market (TAM) is tracking for a 10–12% YoY decline in 2026, though Intel sees limited inventory risk due to clear sell-in vs. sell-through visibility. Intel Foundry Progress> Yields & Margins: Under CEO Lip-Bu Tan, 18A/4/3 nodes are showing upside on yield, cycle times, and unit costs. 18A yields are expected to approach industry standards by the end of 2026, with a path to operating margin (OpM) breakeven by 2027 (excluding external customers). > External Nodes (18A-P & 14A): 18A remains internal-only, while 18A-P targets external customers (risk production underway, 2027 volume committed). 14A High Volume Manufacturing (HVM) has been committed for 2028, featuring external customer engagements from the outset. > Long-Term Financial Goals: Long-term gross margin targets are set at mid-40%+ to 50%+. Multiple financial levers—including prepayments, non-core asset sales, and equity—are available to support rising capital expenditure intensity. Advanced Packaging (EMIB)> Backlog & Ramps: The EMIB-T (Through-Silicon Via variant) backlog is actively building for a 2027 ramp-begin and full 2028 ramp. > Revenue Potential: Each packaging engagement is projected to be worth multiple billions of dollars per year. > Capacity & Constraints: Assembly and packaging (A/P) capital intensity is lower than wafers (roughly 1 to 5), and Intel already has capacity to handle multiple engagements in 2027. Current supply constraints are centered on external substrates, which are being managed via supplier prepayments.$Intel(INTC.US) - 只
I see $SGX(S68.SG) as one of Singapore's highest-quality blue-chip companies because of its resilient business model, consistent dividend record, and ability to benefit from growing capital market activity.SGX recently reported a 72% year-on-year increase in securities trading value for June, capping a very strong FY2026. Higher trading activity directly supports transaction and clearing income.
SGX continues to expand beyond traditional exchange services, such as
introducing Singapore Depository Receipts (SDRs) for companies such as Grab, Sea and SpaceX, allowing investors to trade them in SGD during local market hours.Supporting Singapore's efforts to deepen its capital markets and attract more listings and investors.SGX has a long track record of paying dividends and generates strong cash flow with relatively low capital expenditure requirements, making it appealing for income-focused investors.Unlike high-growth technology stocks, SGX is more of a steady compounder. Returns are likely to come from a combination of dividend income and gradual earnings growth rather than rapid share price appreciation.
Trade Showcase: Trade, Show & Earn Rewards! - E
Former Senior Director, SoC Design & Development, Data Centre & AI Group at Intel:
"USD 120bn server CPU TAM forecast by 2030 is considered conservative, with physical AI, edge inference and agentic orchestration potentially driving 30-40% upward revision within one year."> Market Split & AMD's Rise: The x86 server CPU market is currently split roughly 60/40 between x86 and Arm. Within x86, AMD commands nearly 50% of the server segment following years of historical Intel dominance. > Agentic AI & CPU-to-GPU Ratios: Agentic AI workloads and mixture-of-experts models are dramatically reversing the historical training-phase GPU-to-CPU ratio (which favored GPUs heavily at 4:1 up to 8:1) back towards a 1:1 or 1:2 ratio, with expectations to hit 1:8 in favor of CPUs within a year due to intensive reasoning and orchestration demands. > Conservative TAM Forecasts: The USD 120bn server CPU Total Addressable Market (TAM) forecast by 2030 is viewed as conservative. Physical AI, edge inference, and agentic orchestration could potentially drive a 30-40% upward revision within a year. > Competitive Landscape (Venice vs. Diamond Rapids): AMD's Venice architecture (reaching 256 cores) provides it with an unofficial 12-month head start over Intel's Diamond Rapids, making AMD breaching a 50% x86 server share by the end of 2027 a realistic possibility. > Intel's Structural Advantage: Despite operating as two distinct business entities, Intel’s tight internal coupling between design and manufacturing provides an inherent 20-30% architectural advantage once foundry execution and the 18A node stabilize.> Arm's Core Demand Impact: Arm's CEO, Rene Haas, noted that Agentic AI is scaling CPU core demand up to 4x higher, pushing up to 120 million cores per gigawatt. > Supply Constraints: Current severe shortages—with AMD sold out through the end of 2026 and lead times hitting 30-plus weeks, while Intel underships true demand by roughly 20%—are tied to the entire integrated ecosystem of advanced front-end logic wafer capacity and tied-in packaging capacity rather than memory. > Volume vs. ASP Strategy: About 66% of AMD's server CPU growth comes from unit volume increases rather than Average Selling Price (ASP) expansion, contrasting with Intel's historical high-ASP strategy.$Intel(INTC.US) $AMD(AMD.US) - H
📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: 📢 𝗝𝗨𝗦𝗧 𝗜𝗡: BofA Sees Server CPU Market Reaching $𝟭𝟳𝟬 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 by 2030 - $AMD(AMD.US) $Intel(INTC.US) $NVIDIA(NVDA.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗕𝗮𝗻𝗸 𝗼𝗳 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 projects the server CPU market at $𝟭𝟳𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 by 2030.➤ BofA reiterates a 𝗕𝘂𝘆 rating and $𝟯𝟱𝟬 price target on 𝗡𝗩𝗜𝗗𝗜𝗔.➤ 𝗡𝗩𝗜𝗗𝗜𝗔's 𝗩𝗲𝗿𝗮 CPU intensifies competition with 𝗔𝗠𝗗 in AI infrastructure.➤ BofA says the key debate is 𝗹𝗮𝘁𝗲𝗻𝗰𝘆 versus 𝘁𝗵𝗿𝗼𝘂𝗴𝗵𝗽𝘂𝘁 for agentic AI.➤ Vera features 𝟴𝟴 𝗔𝗥𝗠-based cores and 𝟭.𝟮𝗧𝗕/𝘀 memory bandwidth.➤ BofA says AMD estimates 𝗘𝗣𝗬𝗖 𝟵𝟵𝟲𝟱 delivers about 𝟮.𝟰𝘅 rack-level throughput.➤ AMD projects next-generation 𝗘𝗣𝗬𝗖 𝟲 could deliver roughly 𝟯.𝟯𝘅 throughput.➤ 𝗔𝗠𝗗 𝗔𝗜 𝟮𝟬𝟮𝟲 𝗗𝗮𝘆 is seen as the next key catalyst.➤ BofA says 𝘅𝟴𝟲 software incumbency could remain a long-term advantage for AMD and Intel.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗩𝗶𝘃𝗲𝗸 𝗔𝗿𝘆𝗮, Analyst at Bank of America:"The key question for investors is whether agentic AI is primarily constrained by time-to-complete an agent or number-of-agents-per-rack.""NVDA's framework is rooted in latency, per-thread progress, and GPU utilization. AMD's framework is rooted in concurrency, throughput, and service density.""Our expectation is that AMD's Thursday event will be less about benchmark comparisons and more about establishing the industry's preferred metric."