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Pegatron expects over 10-fold growth in AI server revenue this year amid strong demand for Nvidia GB-series, B200 and B300-platform servers, executives said, media report, adding Pegatron’s AI server business has expanded Neo Cloud clients to now including Hyperscalers as well, and full L11 & L12 models. Pegatron’s 2nd quarter net profit rose 1,463.8% year-on-year to NT$4.49 billion. $Coreweave(CRWV.US) $Nebius(NBIS.US) #AIservers

Source: Dan Nystedt

Nvidia Vera Rubin-based AI servers begins mass production in the 3rd quarter at Foxconn, and shipments will ramp up in the 4th quarter, media report, adding Foxconn has won new ASIC customers as well, putting it closer to its goal of 50% market share in AI server racks. CEO Mike Chiang made the comments during Foxconn’s 2nd quarter conference Wednesday (8/12). Foxconn remains on target for AI rack shipments to more than double this year.

Source: Dan Nystedt

$NVIDIA(NVDA.US)Nice to see NVDA continuing to recover after the recent correction. For me, the bigger picture still looks constructive.

AI infrastructure spending remains very strong, with hyperscalers continuing to commit huge capex to compute. At the same time, Nvidia is moving from Blackwell toward Vera Rubin, so the growth story is not dependent on just one generation of GPUs. Recent market optimism around Rubin demand also supports the idea that AI compute demand is still far from slowing down. (MarketWatch⁠)

Now the focus shifts to earnings on Aug 26. Expectations are already high, so volatility before and after the result is something I’m watching closely. (NVIDIA Investor Relations⁠)

For now I’m comfortable holding. The short-term price can move either way, but as long as AI capex remains strong and Nvidia keeps its technology lead, I still like the medium-to-long term setup.

Holding and letting the thesis play out. 📈 @Captain's Treasure

added $DRAM $Bloom Energy(BE.US) $Intel(INTC.US) in the premarket

Source: amit

We’re honored that Glassdoor has named our founder and CEO, @JensenHuang , No. 1 on its 2026 Best CEOs list. 🎉

Source: NVIDIA_X

$Nebius(NBIS.US) | Nebius CEO Arkady Volozh:

$NVIDIA(NVDA.US)

#Trade Showcase: Trade, Show & Earn Rewards

### Trade Recap

NVIDIA (NVDA) closed 0.70% higher in today’s session, notching a modest gain amid range-bound trading. After weeks of volatile swings across AI chip stocks, today’s quiet advance signals a tentative equilibrium between buyers and sellers, as the market digests earlier rally gains and awaits concrete catalysts from upcoming data center order updates and next-gen product roadmap details. Trading volume stayed moderate, with no panic buying or stampeding profit-taking. I held my full position steady without any intraday adjustments, treating this muted uptick as a consolidation phase rather than a signal to add or trim exposure.

### Investment Insight

This low-key winning day carries an easily overlooked lesson: sustainable uptrends are built on steady consolidation, not endless explosive rallies. Many investors fixate on double-digit surge days and grow impatient with slow grind-higher sessions, but gentle upward moves with controlled volatility often lay the groundwork for more durable long-term gains. For a secular growth story like AI computing, a single-day 0.7% gain is not a sign of fading momentum—it is a healthy pause that shakes out weak hands and resets market expectations before the next leg up. Staying patient through these quiet stretches matters more than chasing every flashy breakout.

### Risk Control Strategy

I follow a disciplined framework to balance upside participation and downside protection for high-volatility chip names. NVDA’s portfolio weight is capped at 9% to avoid overexposure to semiconductor cycle swings. I have raised my trailing stop-loss in line with the gradual price uptrend to lock in incremental profits while leaving enough buffer for normal pullbacks. I will not add new positions on small single-day gains

$NVIDIA(NVDA.US)

NVIDIA remains the undisputed kingpin of the US AI scene. Even though its stock price isn’t skyrocketing like before, it remains the ultimate market bellwether.

Here’s my take: the big boss’s throne is only secure when the smaller players in its ecosystem are actually making money. NVIDIA gets this—its strategic investments and ecosystem plays are extraordinarily far-reaching. They aren‘t just selling GPUs; they are building a moat.

When the ” little brothers“ thrive, the king’s crown stays firmly in place. How are you playing NVDA‘s long-term vision right now?

Compal Electronics’ new Texas, USA AI server plant will ramp up production in 2027 as part of a build out including Vietnam and Taiwan that will see Compal's AI server business grow to 30% - 40% of total revenue, media report, citing Chairman Ray Chen at a plant opening ceremony Tuesday (8/11). Compal, one of Taiwan’s top electronics assembly giants, was late to the AI server market, behind rivals Foxconn, Wistron, Quanta, Inventec and others. $NVIDIA(NVDA.US) #AIservers

Source: Dan Nystedt

Alphabet’s shares lower and hope @TheRaccoonAnalysis is right though it is right also for @NewUser_ThinkSwim to mention to trade systematically. Coreweave’s revenue doubled. But good to know the net profit. Though hours later, its shares surged 8 to 14%. There are shares rose for Super Micro Computer, Lumentum, Intel, KKR, Apollo Global, Nvidia, Straits Times, DBS, and OCBC Bank. Good for SGX net profit rose 24.6%.

China company shares reported lesser. Hope they can pull through.

Selling Lumentum ahead of quarterly results is technical profit-taking? Does not change the technical outlook?

Let's see how it performs today.

Earnings beat expectations. A dip then rise is healthier than a rise then fall.

Siliconware Precision (SPIL) broke ground Tuesday on an NT$100 billion (US$3.1B) CoWoS advanced packaging plant in Douliu, central Taiwan, aimed at massive AI-related demand, media report, adding SPIL’s new plant investments in the past 2-years total NT$200 billion. SPIL is a key Nvidia packaging partner. TSMC outsources some parts of CoWoS work to the group SPIL is part of, ASE Holding. TSMC will also certify ‘copy exact’ partners, which SPIL’s facilities are designed to match. $Advanced Semiconductor Engineering(ASX.US) $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) #semiconductors

Source: Dan Nystedt

Nvidia has been spending big, investing in it's customers, below are just the notable one:

1. Intel: $5 billion on September 18, 2025

2. CoreWeave: $2 billion in January 2026

3. Marvell Technology: $2 billion on March 31, 2026.

With a massive free cash in Nvidia pocket, year 2025 at ~$43.21 billion and year to date at $62.56 billion, they surely can spend. On the surface it looks like Nvidia is trying to strengthen the AI ecosystem. Others argue that Nvidia is engaging in a circular economy where money is just changing within themselves and the only thing expanding is AI bubble but not the economy.$NVIDIA(NVDA.US)$Netflix(NFLX.US)

J.P. Morgan: AI Accelerators

$NVIDIA(NVDA.US) Nvidia late Monday announced a partnership with six Wall Street financial institutions designed to raise more than $500 billion of third-party capital to fund the buildout of AI infrastructure. The chipmaker said in a statement it had signed a memorandum of understanding with Apollo (APO), BlackRock (BLK), Blackstone (BX), Brookfield (CA:BN), Goldman Sachs (GS) and KKR (KKR) to create partnerships that would allow Nvidia's (NVDA) customers to finance the cost of computing power at a global scale. That would include frontier AI labs, enterprise and AI clouds, Nvidia said. "AI has reached an inflection point," Nvidia CEO Jensen Huang said in a social-media post announcing the deal. "It is moving from research into production. AI is creating real value, and the infrastructure behind it is becoming one of the world's most productive assets. In AI, compute is revenue.These financing platforms will help customers access scarce compute at scale and build the DSX AI factories that will power every industry and country in the age of AI." @Captain's Treasure