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Cerebras, the maker of giant AI accelerator chips armed with SRAM onboard, announced its latest generation, the CS-4 is made on TSMC’s 5nm manufacturing process, media report. Cerebras says CS-4 servers are up to 30 times faster than servers that use GPUs. Cerebras chips do not use HBM memory, instead relying on SRAM. $Cerebras(CBRS.US) $NVIDIA(NVDA.US) $AMD(AMD.US) #semiconductors

Source: Dan Nystedt

Rumor: Intel’s upcoming desktop PC processor, Razor Lake, will use TSMC’s high performance N2X process (2nm), media report. If accurate, it would mean Intel was expanding its use of TSMC 2nm family processes, with Nova Lake to use TSMC’s N2P in addition to Intel 18A. Nova Lake, the next-gen desktop PC processor, will introduce bLLC (Big Last-Level Cache), designed to compete with AMD’s 3D V-Cache, while the laptop version may be delayed until the Razor Lake-HX generation. $Intel(INTC.US) $Taiwan Semiconductor(TSM.US) #semiconductors

Source: Dan Nystedt

ContextNVIDIA Corporation (NVDA) continues to dictate the pace of the broader technology sector, trading around $217 per share as Wall Street anticipates its fiscal Q2 earnings report on August 26, 2026. The company has solidified its AI moat beyond hardware by partnering with dominant institutional giants like BlackRock and Apollo to launch a $500 billion infrastructure financing platform, alongside providing a massive $105 billion credit guarantee for OpenAI’s upcoming data center campus in Ohio. Despite severe sector-wide volatility and rising competition from Advanced Micro Devices (AMD), hyperscaler capital expenditure budgets remain robust, keeping Nvidia’s quarterly revenue growth projections near a staggering 97% year-over-year.

My TradeGiven the heightened implied volatility ahead of the earnings announcement, I am executing a long equity position combined with out-of-the-money protective put options to hedge against a short-term sell-off. I have accumulated NVDA shares near the current support level of $215, planning to ride the anticipated rollout momentum of the next-generation Blackwell and Vera Rubin architectures. Simultaneously, purchasing September $195 strike puts offers an asymmetric risk-reward profile, shielding the core position from the “show me” market sentiment that occasionally punishes mega-cap tech stocks even after an earnings beat.

Takeaway

The key takeaway is that Nvidia is successfully transitioning from a pure-play semiconductor manufacturer into the foundational capital and structural anchor of global AI compute. While its current trailing price-to-earnings ratio sitting near 33x may seem elevated to conservative investors, its compounding cash generation and unmatched ecosystem lock-in support an undervaluation narrative. Investors must look past short-term quarterly noise and monitor hyperscaler multi-year commitments, as Nvidia remains uniquely positioned to capture the lion’s share of structural AI expansion.

$AMD(AMD.US)🚀 AMD isn’t just competing for the future — it’s helping build it.

From high-performance computing to AI and next-generation data centers, AMD is pushing the boundaries of what modern computing can do.

What makes the story interesting isn’t simply the chips. It’s the bigger shift: more performance, smarter architectures, and an ecosystem built to handle an increasingly AI-driven world.

The next chapter of computing is being written now.

And AMD is holding a pretty important pen. 🔴⚡

#AMD #AdvancedMicroDevices #AI #Semiconductors #Technology #Innovation #FutureOfComputing

The US 30-year Treasury yield rose to 5.31%, its highest since July 2007, while the 10-year yield hit 4.70%, a full percentage point above the Fed's target range ceiling.

Long-duration assets faced pressure first. Treasuries are at a 20-year low—is this due to market selling, pessimism about future economic prospects, or the frenzy chasing quick profits in tech chip stocks?

The price movements in memory stocks have been doing sharp swings up and down for weeks but have the fundamentals and demand and supply situation really changed? AI is still a super cycle. I will just ignore the noise.

Memory stocks going down is fine and normal, given that it ran up so much previously. It will go back to the fair value price range. Enter there if wanna then.

Markets have largely rebounded over the last two weeks. Not surprising to see some form of a pullback as people take profits. Time in the market is still better than timing the market for most.

When you compare general markets and tech, it is obvious that one is not for the faint hearted. Looks like risk off rotation again, from risk on high beta to defensive names like healthcare and defensive tech.

When I look at high beta tech, it really resembles a roller coaster. The way it goes up and then down and when it coasts, be prepared for the next thrilling phase. 😂

Yesterday just mentioned beware of roller coaster ride, seems it began last session, get ready to add products spread or buy dips to build back your portfolios if per thesis, direction, which stock am going to buy more? What goes up will comes down and still will goes back up. Nothing is stagnantly just 1 way↕️🤔💭

Market volatility is being driven largely by higher interest rates and rising bond yields. Singapore equities have eased from recent highs as investors remain focused on the interest rate outlook. Despite this the broader economy continues to show resilience, supported by steady exports, technology investment, digitalisation and ongoing growth. Banks and high quality dividend stocks also continue to offer relative stability.

Companies with strong cash flows, solid profitability, healthy balance sheets and reasonable valuations are therefore becoming increasingly attractive.

Memory stocks went up so high, yesterday US memory stocks went down just a bit. Year to date, major memory stocks went up many folds. Let us see the coming performance

Stocks have shown either slowly dip or maybe a correction pullback. System plan will be to slowly dca into a stock that you want to own that will generate good free cash flow and growth for the years you are holding its shares. When to sell can always be +100%,+150% or +200% as a gauge. A win is a win so not compared to others that run 1200% systematically trade.

strong us yield is going to surprise a lot of folks. beware don't get caught of guard can already. don't say i didn't tell you?!

Check this out!

WSJ: off-balance-sheet commitments across nine big tech filings

> Total: roughly $3.0T, mostly AI related, sourced from filing footnotes

> Composition: $1.2T uncommenced leases + $1.9T purchase commitments (chips, equipment, energy, services)

> $Meta Platforms(META.US) : $347B future lease commitments

> $Alphabet(GOOGL.US) : $811B purchase and contractual obligations

> $Oracle(ORCL.US) : off-balance-sheet lease commitments up about 30x in four years

Note: the $1.2T uncommenced lease figure is roughly 4x the prior year disclosure. None of it is undisclosed. It sits in the footnotes.

$Intel(INTC.US)Intel: A Turnaround Story Worth Watching 🚀

Intel is one of the biggest names in semiconductors, but the company has faced major challenges in recent years. Now, its turnaround strategy and focus on advanced chip manufacturing could make the stock interesting again.

The key question is whether Intel can execute, regain technological leadership, and compete effectively against AMD, NVIDIA and TSMC.

If Intel succeeds, the upside could be significant. If execution continues to disappoint, investors could remain cautious.

Intel is definitely a stock to keep on the watchlist. 👀📈

#Intel #INTC #Stocks #Investing #Semiconductors #TechStocks

$AMD(AMD.US)

📌 AMD’s Q2 2026 trade recap shows record revenue of USD11.5B, driven by Data Center GPU demand. Over the next two months, momentum should persist, but margin compression and valuation risks require disciplined hedging.

AMD’s latest investment after Nividia,holding about 3.3 M shares, valued ~ USD565 M. This came via conversion of its earlier xAI investment, not fresh buying. However, it signals confidence in space-linked AI infrastructure, diversifying beyond semiconductors. This move strengthens cross sectors ties, with both firms effectively rubbing each other’s backs to balance risk and growth!