$Netlist, Inc.(NLST.US) | Netlist ITC Action: - $Micron Tech(MU.US) $Broadcom(AVGO.US) $Alphabet(GOOGL.US) $NVIDIA(NVDA.US)
โค Initiates ITC action against Micron, Nvidia, Broadcom, Googleโค ITC investigation based on alleged infringement of Netlist's HBM patents for AI computingโค Alleges Micron's HBM3E, HBM4, HBM4E products infringe two U.S. patentsโค Filed another ITC complaint on Aug 11, 2026 against Micron, also named Super Micro, HPE, Lenovo
YieldMax SMCI Option Income Strategy ETF
SMCY----
Share your thoughts
What's on your mind?
0 / 2,000
- N
$Super Micro Computer(SMCI.US)
Context: In an effort to stand out from the crowd and get AI hardware in the hands of data centers, Cisco Systemsย is expanding its Secure AI Factory with Nvidiaย by including a partnership with Super Micro Computer. Theย Cisco AI Factory with Nvidiaย is a full-stack infrastructure system that helps companies build, deploy, and secure AI workloads. It combines AI infrastructure with full-stack security and is built to deliver faster agentic and physical AI applications. Cisco says with its partnership with Supermicro, customers will be able to deploy rack-to-fabric liquid cooling that features Ciscoโs liquid-cooled AI networking systems alongside Supermicroโs liquid-cooled servers. Cisco expects to offer the solution in October.
My Trade: Still holding out in hopes for my rather ambitious profit target. Though it looks unlikely at least for now.
Takeaway: SMCI still has rooms for growth, and growing partnerships with companies outside of their main sector could diversify their revenue sources as well. @Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - C
AVGO Earnings to Test After Nvidia's Beat.Here Are Weekly Plays๏ผ
For eventโdriven moves such as earnings, options market makers typically price volatility at roughly ยฑ2 standard deviations.ย Knowing a stock's typical volatility and its earningsโday behavior helps po...
- ๆง
๐ Weekly Market Recap: Interest Rates Repriced, AI Enters the "Show Me" Phase
The core logic of the market this week continues to revolve around the Fed, the yield curve on US Treasuries, gold, crypto assets, and AI infrastructure. 1. The Fed: The focus isn't hawkish vs. dovish, but expectation management. I believe this speech is more about resetting market expectations. Short-end rates reflect future policy expectations, while 10-, 20-, and 30-year Treasury yields better capture the market's view on long-term inflation, fiscal health, and confidence in USD assets. Therefore, a rise in short-end rates doesn't necessarily signal a loss of control; what truly matters is whether the long end can hold steady. If it's just a short-end adjustment...
My Portfolio Health Check - C
Nvidia Earnings: From Chips to AI Factories, Market Lags Jensen Huang's Ascent.
๐Nvidia Earnings Week โ Trade & Win!๏ผSGD CashใTask coins...) โจโจ$NVIDIA(NVDA.US)is now a full-stack AI infrastructure platform: chips โ systems โ networks โ CUDA โ AI factories, plus upstream co-invest...
Nvidia Breaks Its Record, Buyback In Hand - H
๐ข ๐๐๐๐ ๐๐: Cisco Expands Secure AI Factory With Nvidia for the Rack-Scale Era, to Offer Supermicro Compute Solutions With Nvidia in October 2026 - $Super Micro Computer(SMCI.US) $Cisco(CSCO.US) $NVIDIA(NVDA.US)
- B
$XL2CSOPHYNIX(07709.HK) Queuing for fill, pretty good. Ups and downs, the money for meals is very stable.
- N
$Super Micro Computer(SMCI.US) SMCI today announced the completion of the internal investigation led by the Companyโs independent members of the Board of Directors regarding the March 2026 indictment of three individuals who were associated with the Company at that time. SMC was informed on March 19, 2026 that two employees and a contractor were indicted in connection with an alleged conspiracy to commit export-control violations. SMCI was not named as a defendant in the indictment and is not accused of any wrongdoing. The Company took swift action, and the three individuals no longer have any relationship with them. The investigation team reviewed the customer transactions that were the subject of the federal indictment, as well as transactions with a selection of other customers who bought restricted products, and did not find any evidence that any current member of senior management had knowledge of the alleged diversion scheme or of any actual diversion of restricted products by the Company. Nor did the investigation find that the Company directly sold export-controlled products to known restricted parties or locations. It also did not find any evidence that the Companyโs previously issued financial statements could not be relied upon based on the potential diversion of restricted products. The Company developed and maintained its export compliance program as its sales of restricted products increased during the period under review. The Companyโs compliance personnel have acted in good faith, with the support of management, to mitigate the risk of the Companyโs products subject to export controls being diverted to restricted parties or locations. That is where buying the dip back when the news first broke out and holding on till the conclusion of investigation worked out perfectly for me. I am looking to sell once it hits my PT of $50. @Captain's Treasure
2026.02.17 ~ 2026.08.19 All ordersCumulative P/L46.19 (USD)+46%2026.02.172026.08.19Trade Showcase: Trade, Show & Earn Rewards! - H
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $Super Micro Computer(SMCI.US) Supermicro Completes Internal Probe Into Employee Export-Control Indictment
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ฆ๐๐ฝ๐ฒ๐ฟ๐บ๐ถ๐ฐ๐ฟ๐ผ completes independent investigation into alleged export-control violations.โค Federal indictment involved ๐๐๐ผ ๐ฒ๐บ๐ฝ๐น๐ผ๐๐ฒ๐ฒ๐ and one contractor.โค ๐ฆ๐๐ฝ๐ฒ๐ฟ๐บ๐ถ๐ฐ๐ฟ๐ผ was not charged or accused of wrongdoing.โค All ๐๐ต๐ฟ๐ฒ๐ฒ ๐ถ๐ป๐ฑ๐ถ๐๐ถ๐ฑ๐๐ฎ๐น๐ no longer have company relationships.โค Probe found no current ๐๐ฒ๐ป๐ถ๐ผ๐ฟ ๐บ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐ knowledge of alleged diversion.โค No direct sales to known ๐ฟ๐ฒ๐๐๐ฟ๐ถ๐ฐ๐๐ฒ๐ฑ ๐ฝ๐ฎ๐ฟ๐๐ถ๐ฒ๐ were identified.โค Investigation found no related unreliability in previously issued ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐.โค Supermicro terminated employees who violated ๐ฐ๐ผ๐บ๐ฝ๐ฎ๐ป๐ ๐ฝ๐ผ๐น๐ถ๐ฐ๐ถ๐ฒ๐ or conduct standards.โค Board adopted all recommended enhancements to ๐ฒ๐ ๐ฝ๐ผ๐ฟ๐ ๐ฐ๐ผ๐บ๐ฝ๐น๐ถ๐ฎ๐ป๐ฐ๐ฒ controls.โค Company continues cooperating with relevant ๐ด๐ผ๐๐ฒ๐ฟ๐ป๐บ๐ฒ๐ป๐ ๐ฎ๐๐๐ต๐ผ๐ฟ๐ถ๐๐ถ๐ฒ๐.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Findings reduce concerns about broader ๐บ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐ involvement in alleged violations.โค Financial-statement finding may ease concerns over potential ๐ฎ๐ฐ๐ฐ๐ผ๐๐ป๐๐ถ๐ป๐ด implications.โค Stronger compliance controls could reduce future ๐ฒ๐ ๐ฝ๐ผ๐ฟ๐-๐ฐ๐ผ๐ป๐๐ฟ๐ผ๐น risks.โค Ongoing government investigations remain an important ๐ฟ๐ฒ๐ด๐๐น๐ฎ๐๐ผ๐ฟ๐ consideration for investors.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐ฆ๐ฐ๐ผ๐๐ ๐๐ป๐ด๐ฒ๐น, Lead Independent Director:"The independent directors support the actions the Company has already taken to bolster its internal policies and procedures, as well as the additional enhancements that will be implemented."
