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beat the quarter and guided a record and STILL down 12%. the bar is not high, it is invisible now 🤷

Let me start with the question everyone is actually asking: is Intel finally back, or is this just one green day in a long decline? Here are the facts. Intel closed up 4.43% at USD 112.71, one of its ...

Intel up 4.43% today on the 18A Xeon 6+ chip reveal and rack-level AI strategy. In a sea of red, INTC went green. Sometimes the "old" company that everyone wrote off turns out to be building the next thing while no one was watching 💪

Here is the thing about a +32% breakout to all-time highs. The move is real, but chasing the candle is exactly how most retail traders get trapped. When price gaps this hard on news, I don't buy the spike. I mark the breakout level, wait for price to pull back and retest it, then watch if buyers defend. No retest, no trade. Risk comes first, always. 🏹

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 AI Clouds."

That's not just a passing compliment — it sits on top of a series of large-scale partnerships and capital commitments already underway.

Start with $Nebius(NBIS.US).

One of the most closely watched developments around Nebius right now is its $27 billion AI cloud partnership with Meta.

At the same time, the company is rolling out a 5GW-scale collaboration with NVIDIA — and NVIDIA itself has invested $2 billion into Nebius.

For the AI infrastructure space, customers, compute, and capital are often the three most critical variables, and Nebius has secured backing on all three at once.

Now $Coreweave(CRWV.US).

CoreWeave has become one of the most talked-about names in AI cloud over the past few years.

The company struck a multi-billion-dollar cloud services partnership with Anthropic, and signed a $21 billion cloud services agreement with Meta.

Much like with Nebius, NVIDIA has likewise invested $2 billion into CoreWeave.

Looking at the partner lists — Meta, Anthropic, NVIDIA — each is one of the most important players in today's AI value chain.

That also means the links between AI model companies, AI platform companies, and AI infrastructure providers are getting tighter and tighter.

Worth noting: over the past few years, the market focused more on the model layer and the application layer.

But as training scale keeps expanding and inference demand grows rapidly, the importance of compute, data centers, power supply, and cloud infrastructure keeps rising.

And what NBIS and CRWV have in common is that they're both deeply involved in this round of AI infrastructure expansion.

When NVIDIA pours billions of dollars of capital into both companies and keeps pushing the partnerships forward, the market naturally starts to re-assess where these AI cloud platforms sit in the value chain ahead.

AI competition may not just be a contest between models.

What more and more capital is starting to watch is the infrastructure network running behind those models.

And in that space, NBIS and CRWV have already become names too big to ignore.

🚨 This is big, and a lot of people are reading it as just another green day. It is not.

Nvidia (NVDA) ripped more than 6% and Arm (ARM) ran almost 16% in a single session. Here is what actually happened: Nvidia is pushing deeper into PCs with a new lineup of AI chips, and the new superchip is aimed straight at Intel and AMD.

Look, that is Nvidia walking into the CPU conversation. For years the story was GPUs for training. Now they want a piece of the chip inside your laptop too.

Why did Arm fly 16%? Because that PC push runs on Arm-based designs. When Nvidia expands the tent, Arm collects rent on the architecture. That is the trade the market made today.

My take: I think this is the market repricing Nvidia from "the AI training company" into "the company that wants every compute socket." That is a far bigger story.

One honest warning: a 16% day on ARM is enormous. Moves like this round-trip fast if the product timeline slips or the launch underdelivers. I am bullish on the direction, not on chasing a 16% candle. 📈

NVIDIA up 6% and ARM up 16% in the same session. That 10-point gap between the two numbers is telling you something. ARM licenses its CPU architecture to every company building ARM-based chips: Apple, Qualcomm, NVIDIA. Every RTX Spark laptop that ships this holiday season, every Vera Rubin data centre rack that goes live, every new ARM-based device from any manufacturer anywhere — ARM gets a royalty. NVIDIA using ARM for RTX Spark is a direct ARM revenue event. 📈Here is the RTX Spark picture: 20-core ARM CPU, 6,144 CUDA cores at the level of a desktop RTX 5070, Blackwell GPU architecture, 3nm process, 45–80W power envelope. Dell, Lenovo, Asus, MSI, and Microsoft Surface are all launching devices before the 2026 holiday season. This is NVIDIA's first laptop chip. The PC market was the one segment they did not own. Now they are attacking it directly, and Qualcomm and Intel are both in the crossfire at the same time.The market consensus going into Computex was that NVIDIA was a data centre company. The consensus coming out is that NVIDIA is an AI compute company across every form factor: data centre, workstation, laptop, and eventually edge. That TAM re-rating is exactly what the 6% move reflects. ARM's 16% reflects the same insight but one layer up the stack.

NVIDIA, Microsoft, and Arm have jointly teased a "new era for PCs," and what's truly worth paying attention to is the potential structural inflection point in the industry landscape.Based on current s...

Just when NVDA was looking untouchable, another export restriction headline drops. US closing the overseas entity loophole now. How many more rounds of this before the market fully stops reacting?? 😮‍💨

Marvell just reported and the numbers are massive. Revenue hit USD 2.418 billion, up 28% year-over-year, a new record. Non-GAAP EPS came in at USD 0.80, beating the USD 0.75 estimate. Q2 guidance is USD 2.7 billion, which implies 35% year-over-year growth. Full-year outlook just got raised to USD 11.5 billion. Stock was up 3.5% after-hours. Here's the part people are missing: Marvell completed two acquisitions this year, Celestial AI and XConn, both targeting AI optical interconnects and custom silicon. This is not just a networking chip story anymore. This is a direct play on the AI infrastructure buildout, competing in the same space that's printing money for NVDA. Operating cash flow hit a record USD 638.8 million in a single quarter. If you've been sleeping on MRVL because it's not NVDA, this is your wake-up call. The custom silicon race is accelerating every quarter.

the Taiwan supply chain implications are massive: TSMC gets a demand floor, ASE, Foxconn, and the broader packaging ecosystem get multi-year visibility. NVDA is simultaneously deepening its vertical integration and reducing single-source concentration risk. it's a smart move at a geopolitically tense moment 🎯

Marvell Technology (MRVL) reports after the close today. The stock is sitting at USD 196.33, having nearly doubled in 2026. Options-implied volatility is elevated, as expected pre-earnings. Consensus is modeling USD 0.80 EPS and USD 2.40 billion in revenue for Q1 FY2027. For context, full fiscal 2026 revenue was USD 8.195 billion, up 42% year-over-year. The market has a lot priced in. The setup is straightforward: if custom silicon (ASIC) numbers come in above USD 600 million and the data centre networking segment confirms sequential acceleration, gamma exposure flips and dealers begin buying the underlying to hedge their short-call books. That mechanical dynamic can push MRVL past USD 205 in the session following results. A guidance miss or any softness on AI ASIC delivery timelines brings it back to USD 175 quickly. High variance, high vol, watch the options flow in the hour before close.

On TSMC: a 15% price increase on 3nm wafers in H2 2026, with another 10% pencilled in for 2027, is not complicated to interpret. Demand exceeds supply and TSMC knows it. Current 3nm wafer costs sit around USD 20,000 each. The customers absorbing this — Apple, NVIDIA, AMD, Marvell — are paying because there is no alternative at this node geometry. That is pricing power at its most fundamental. Every MRVL custom ASIC chip is fabbed at TSMC. If management comments on wafer cost pass-through in tonight's call, that is worth paying close attention to for margin assumptions going into FY2027.

Those views can change at a moment's notice if the results or guidance shift the picture materially.

D-Wave +33%, Rigetti +31%, IBM +12% all in one day. Government just put $2 billion behind quantum. I'm not waiting for another entry point on this sector. Adding 💪🔥

The Most Important Incremental Driver: CPU + Agents Open a $200 Billion New TAMVera defined as a CPU purpose-built for agentic AI, unlocking a $200B incremental marketCPU revenue visibility for this y...

USD 81.62 billion in revenue. In one quarter.For context: twelve months ago NVDA was doing roughly USD 26 billion per quarter. The company has more than tripled its quarterly output in a year. The USD...

Skipping the complicated analysis — here's the bottom line:NVIDIA's earnings report will definitely not be bad, and the fundamentals won't change fundamentally because of a single quarter. As long as ...

Jensen confirmed it. Vera CPUs are now at Anthropic, OpenAI, SpaceX, and Oracle. 🤖

This is Nvidia's second data center CPU. First was Grace (2021). Vera is purpose-built for one thing: agentic AI.

Grace = general HPC. Vera = orchestration layer for AI agents.

When Claude or GPT-4o runs a multi-step autonomous task, the GPU handles inference. The CPU handles the decision logic, tool calls, memory retrieval, loop control. That's Vera's job. 💻

Why those four customers first?

Anthropic + OpenAI: production agentic systems already running at scale.

SpaceX: Starlink's autonomous ground network needs exactly this kind of CPU.

Oracle: cloud infrastructure partner, early deployment makes sense.

Jensen also said China will "gradually open." No timeline.

But Vera going to the top four AI labs while China sits out the H200 trade tells you where Nvidia's near-term growth is coming from. It's not China. It's every other AI lab on the planet. 🇺🇸

Watch Nvidia's Q3 earnings. Vera attach rate in data center revenue is the new number to track.

Last time AMD had a big data-centre share-gain quarter was Q3 2024. Stock ripped 18% in a week. Doesn't mean it happens again, but the setup rhymes. Stay nimble.

Intel reports Q1 Wednesday. The one line I'm watching: foundry external revenue. Everything else is noise until Lip-Bu Tan shows a real third-party customer win. Will it show up?

I've been watching AMD for a while, and today it finally hit what I think is a real inflection point.

All-time high at $279.34, up 7.8%, and now 12 straight days of gains. That's not a fluke — that's a thesis playing out.

The data center segment is becoming a true compounding machine. 41% server value share in Q4 2025. Revenue growing 34% year-over-year.

Earnings are May 5. I'm holding and paying close attention. In my opinion, the long-term story here is just getting started.

Intel's Google partnership validates their foundry strategy. But margins still under pressure — execution is key

INTC just went nuts this week 🚀

Joined Musk's Terafab thing with Tesla/xAI — stock shot up like 15%, hit almost $59. Some call it hype, some call it a turnaround 🤷‍♂️

18A foundry finally got a real customer. Also bought back full control of Fab 34 from Apollo for $14B. Advanced packaging deals with Google/Amazon rumored.

But uh… foundry still lost $2.5B last quarter. Yields apparently only ~60% and needs 80%+ for Tesla orders. Earnings on Apr 23 expected to be negative.

Analysts can't decide: KeyBanc says $70, HSBC says Sell. Classic.

Musk narrative doing all the heavy lifting right now. Anyone actually buying this or just watching the show?🤔