I know everyone's focused on Nancy Pelosi copytraders sending $Bloom Energy(BE.US) up 11.83%. Or Trump...
But you know what else is cool? FAU bottlenecks for CPO. I remember saying earlier this year FAU/Foci might be a future bottleneck around $Taiwan Semiconductor(TSM.US) / $NVIDIA(NVDA.US) CPO roadmaps... This was some media commentary supporting that: "It is understood that Largan Precision (3008), FOCI (3363), and China’s TFC have entered $NVIDIA(NVDA.US) FAU supply chain""Based on an estimated 20,000 Spectrum-X systems shipped this year, the optical engines installed in those systems would require approximately 600k-700k FAUs" In 2027, demand is expected to reach several million units, and existing supply chain capacity is currently unable to meet demand." (UDN, mandarin -> english translation is kinda off)Cough cough, "existing supply chain capacity is currently unable to meet demand"Tad early right now since mass production is expected H2 2027, but cool to read updates around this.
Share your thoughtsWhat's on your mind?
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$Intel(INTC.US)
Having taken profits and fully cleared my Intel position at higher levels previously, I recently revisited the company after an insightful discussion with a fellow peer. Despite ongoing semiconductor volatility, Intel’s current valuation after today’s pullback offers an acceptable entry point for a long-term turnaround play.
[My Strategy & Execution]
I initiated a new starter position today to begin rebuilding exposure. Managing entry risk is critical for swing positioning, so I am adopting a phased accumulation strategy rather than buying all at once. My current position is floating slightly in the green at +0.68%.
[Risk Management & Next Steps]
My plan is to stay patient and strictly follow my risk plan. If the market experiences further pullbacks, my designated second entry zone to average down will be around the $76 - $80 range.
Let’s karching 😎🏖️
@Longbridge Singapore
@Captain Leo
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📢 First ever on-silicon NVIDIA Vera Rubin performance measured on how agents actually run.
⚡ Up to 30x more throughput per megawatt and up to 35x lower token cost than GB300 NVL72.Agentic sessions are nothing like chat or summarization workloads. Context grows across hundreds of steps and can reach hundreds of thousands of tokens. NVIDIA measured Vera Rubin performance on @SemiAnalysis_ AgentX workload consisting of real-world agentic coding trajectories using DeepSeek V4 Pro model.Source: NVIDIA_X
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The first CPU built for agents is going to work at scale.
@SpaceX is deploying NVIDIA Vera to accelerate the orchestration, code execution, and data processing that powers its next generation of agentic AI — keeping GPUs fed and agents acting fast.From gigawatt AI factories to orbit. One NVIDIA architecture, everywhere.Source: NVIDIA_X
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Nebius: From Losses to Profit, and Back Again — Why I’m Still Holding
My $Nebius(NBIS.US) position has certainly been a roller coaster. I went from being in a loss, to seeing the position turn profitable, and now the stock has pulled back again, putting me at close to a...
Trade Showcase: Trade, Show & Earn Rewards! - S
$NVIDIA(NVDA.US), following their $20B deal... Announces Groq3 LPX now in full production.
With $Nebius(NBIS.US) the first to adopt through Nebius token factory.- 3,400 tok/s in Artificial Analysis benchmarking running Gemma 4 31B, with 100k token context- 4x faster responsiveness than the nearest alternativeThing that caught my attention.. was a former press release after Nvidia's $2B investment into Nebius. That it would support their "early adoption of Nvidia's latest generation" architectures. Guess we're seeing that special treatment here. - A
PELOSI BUYS $Bloom Energy(BE.US) BLOOM ENERGY & INTEL $Intel(INTC.US) INTEL.
- 15K shares of $Bloom Energy(BE.US) and 100 calls with $100 strikes expiring 6/17/27- 10K shares of $Intel(INTC.US) and 50 calls with $50 strikes expiring 6/17/27She made these buys from July 24th - July 28th.Source: amit
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Breaking: Michael Burry has disclosed his updated positions
He:• Bought CoreWeave $Coreweave(CRWV.US) shorts• Added to Micron $Micron Tech(MU.US) shorts• Added to Palantir $Palantir Tech(PLTR.US) shorts• Added to Semiconductor ETF $SOXX shorts• Added to Mercado Libre $Mercadolibre(MELI.US) longs at $1890s• Added to Lululemon $Lululemon(LULU.US) longs at $115s• Added to Molina $Molina Healthcare(MOH.US) at $201• Bought Sprouts Farmer’s Markets $Sprouts Farmers(SFM.US) shares at $70s• Bought Temple & Webster $TPLWF shares in low $3s• Bought Build-a-Bear $Build A Bear(BBW.US) in mid-upper $30s• Trimmed PayPal $Paypal(PYPL.US)• Trimmed Veeva $Veeva Systems -CL(VEEV.US)Michael Burry said "The vast majority of people should never short, and likewise should never be on margin." - N
Breaking: Nancy Pelosi just filed up to ~13.5M worth of new stock trades
Including buying up to $12M of Bloom Energy $Bloom Energy(BE.US) Major Buys Include: • Bought 15,000 shares of Bloom Energy $Bloom Energy(BE.US) • Bought 10,000 shares of Intel $Intel(INTC.US) She bought new call options: • Bought up to $5M of $Bloom Energy(BE.US) leaps• Bought up to $500K of $Intel(INTC.US) leaps - D
Leapmotor (Trans): FY net profit guidance cut from RMB 5bn to RMB 3bn
H1 revenue was RMB 38.11 bn (+57.2% YoY). Deliveries reached 356k units, with Jul. topping 100k for the first time.
However, higher raw-material costs forced a cut to FY net profit guidance to ~RMB 3 bn from RMB 5 bn at the start of the year. FY GPM is guided at only 13–14%.Meanwhile, the company is pivoting growth to overseas markets. It expects overseas sales of 200k units this year, targeting 350–400k next year.LEAPMOTORConference Minutes - A
NVIDIA: More Than Just a Chip Company 🚀
NVIDIA has become one of the most important companies in the AI revolution.
What started with GPUs for gaming has evolved into a full-stack AI ecosystem spanning chips, networking, software, data centers, and increasingly robotics.
The interesting part isn’t just how powerful its GPUs are—it’s the ecosystem NVIDIA has built around them.
AI infrastructure is becoming a foundational layer of the digital economy, and NVIDIA is sitting right at the center of that shift.
The big question for investors isn’t whether AI will matter. It’s how much of that future is already reflected in NVIDIA’s valuation.
One thing is clear: the AI race is far from over.
#NVIDIA #NVDA #AI #ArtificialIntelligence #Semiconductors #Tech #Investing$NVIDIA(NVDA.US)
Trade Showcase: Trade, Show & Earn Rewards! - I
$NVIDIA(NVDA.US)
Still holding NVIDIA and letting the investment play out. AI is still in the early stages, and I believe the demand for computing power will remain strong for years. There will definitely be volatility along the way, but I’m comfortable holding through the ups and downs for the bigger picture.
Trade Showcase: Trade, Show & Earn Rewards! - D
It will be interesting to see if US-Canada trade war ends up being just a negotiation tactic. It’s not the first time the Trump administration has done this.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — US-Canada Trade War Escalates as New Tariffs Take EffectUS-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...
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FeaturedNvidia earnings meets Jackson Hole – a double‑catalyst week. Where are the opportunities?
How Is The Earning Move WorkFor event-driven moves like earnings, options market makers generally price the range at roughly ±2 standard deviations. Halve the implied move and you get a rough read on ...
NVDA 7% eraning move,how to trade? - V
Markets are turning more volatile as trade tensions, higher yields and geopolitical risks weigh on sentiment, while AI remains a key long-term growth theme.Singapore equities continue to show resilience, supported by strong banks and solid underlying fundamentals.
📊 Stay selective: focus on quality, cash flow and valuation and use market pullbacks to build positions rather than chase momentum.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — US-Canada Trade War Escalates as New Tariffs Take EffectUS-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...
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🌟🌟🌟Buckle up! We have arrived at the most exciting week on the calendar. $NVIDIA(NVDA.US)is stepping up to the podium with its highly anticipated Q2 earnings. In another event, the world's central banking elite are packing their hiking boots for the Jackson Hole Economic Symposium where Fed Chair Kevin Warsh will be delivering a defining policy address.
What can investors expect:
Tech optimists are convinced that Wednesday will provide the ultimate fundamental validation to blast the S&P500 straight toward 8,500 by 2027.
If Jensen Huang takes the stage in his signature leather jacket and guides forward revenue into the stratosphere, the entire semiconductor sector will be ignited.
Conversely the Bears are not looking at GPUs. They are staring at the bond market. The US 30 year Treasury Bond yield is near its historic high of 5.33% in 19 years.
The Bears are betting that Kevin Warsh may give a hawkish speech with interest rates higher for longer due to stubborn inflation.
Whatever the outcome maybe, expect fireworks to tear through the trading pits this week.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — US-Canada Trade War Escalates as New Tariffs Take EffectUS-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...
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$NVIDIA(NVDA.US)
Nvidia’s earnings report this Wednesday has everyone on edge. Even with news circulating today about Nvidia GPUs hiking prices by 15%, I’m genuinely anxious. I actually cut losses last week instead of taking profits—that’s how worried I am!
I’m staying completely hands-off with the AI sector this week, and I‘ll likely just wait and see next week.
As for Friday’s Fed meeting minutes, will they soften their hawkish tone? Their tactics might shift, but changing their core hawkish posture is tough.
Sitting on the sidelines feels much safer right now. What’s your move?
2026.08.2111:14:43Sell ordersFilled time Qty Price Direction 2026.08.2111:14:430 215.75 Sell 2026.08.2111:14:430 215.75 Sell Trade Showcase: Trade, Show & Earn Rewards!