Fueled by AI demand, the memory upcycle that started in HBM has extended into mainstream DRAM/NAND. Using MU as an example, sustained ASP hikes have pushed GPM to elevated levels.
Management guided nex......
+6
1231 | Dolphin Research Focus: 🐬 Macro/Industry. 1) Dec. manufacturing PMI was 50.1%, up 0.9ppt vs. 49.2, returning to expansion after 4 months.
Both production and new orders climbed above the 50% th............
Foxconn, the iPhone and AI server assembly giant, has asked Japan for subsidies as to begin manufacturing AI servers there, media report, saying it will use its 20-year relationship with Nvidia for di......
$NVIDIA(NVDA.US)
I realized recently that NVDA is no longer trading on IT budgets; it is trading on Defense budgets.
With "Sovereign AI" taking off in 2025, nations are now hoarding GPUs exactly like t...
$Coreweave(CRWV.US) long-term, they need GPUs, short-term, my portfolio hurts😅