nvda still the king even with everyone screaming helios and google frozen chip. the software moat is the whole game, not the raw chip. added a bit today and im not selling my core into this noise 💪
NVDA260415C197500.US
NVDA260415C197500----
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- G
funny how $NVIDIA(NVDA.US) has the most posts in the whole community every single day but the price just chops sideways. everyone talking, nobody actually rotating out. me neither lol
- D
Semis Stage Big Rebound; BLK offloads $10bn+ US Treasuries to add to META compute infra | Daily News Recap
0721 | Dolphin Research Focus: Macro/Industry — Semis and memory rallied sharply today, delivering an oversold bounce. Flows rotated back into chip and compute plays as liquidity improved.
On the liquidity side, funds locked up by the CXMT IPO were released back into the market, and state-backed stabilization funds have been supporting since yesterday afternoon. Citi and Goldman Sachs raised their views on the onshore semiconductor supply chain, with foreign investors adding positions in tandem.Following the Kimi K3 launch, expectations diverged between onshore and offshore capital. Domestic opinions are split, while overseas institutions highly endorse China LLMs and show stronger bottom-fishing appetite.Together with tailwinds from AI memory and compute infrastructure, the sector rebounded broadly. The group saw a synchronized move higher...
Today’s Key News Recap - D
Earnings are around the corner and funds that have derisked into it have done so, tech stocks looked to have bottomed and if earnings confirms AI momentum, tech will fly.
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
- N
While everyone else was focused on South Korea crash & buying the dips on memory stocks, I am paying attention to our local market. With the reduced board lot size introduced in October, many are pushing bank stocks higher before taking profit later on. I'm not 100% sure that a healthy pullback is on the cards anytime soon, but I'm certainly not rushing in as well. I'm buying these bank stocks for my dividend portfolio, not trading, hence the patience and not trying to fomo in to lock in more profits.
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
- C
When Microsoft and Google both announce Nvidia alternatives on the same day, they’re telling you they don’t want to be taxed anymore. Heliosu + custom Gemini chips = margin pressure and share loss for Nvidia over the next 18 months. Oil at $90 just adds fuel to the risk-off rotation out of semis.
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
- E
More custom silicon and rack options means AI infra gets commoditized and deployed everywhere. Google with “Frozen v2” and AMD with Helios on Azure lowers cost per token, so usage explodes. Nvidia still sells the most GPUs, but TSMC, power, cooling, and networking all win bigger. This isn’t anti-Nvidia, it’s pro-AI scale.
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
- L
Seems like Fraser Centerpoint Trust prefers assets in the north-east sector of the island like this Bayshore one. So far, they haven't have foothold to the south-western sector like clementi-jurong east/west-Bukit Batok-Tengah-CCK-Bukit Panjang. Hopefully they would acquire something when the greater southern waterfront district lands.
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
- W
Memory stocks went down recently, is it a good buy on dip ? if yes which is the next giant should be well performed ? share with me thank you
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
- L
Yays. Just post for the sake of posting.
- D
Trump’s vociferous posturing is not going to get the Strait of Hormuz open. In his past track record of “managing” relations with other countries, he has always made things worse and this war is turning out no different. Now we are faced with the threat of blockage of another strait and free marine passage rights in danger of being undermined permanently.
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
- L
Technology and AI shares up to moon
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
- S
I'm still leaning toward buying the dip in AI and semiconductor stocks. The recent correction feels more like a sentiment reset than a change in the long-term story. AMD securing Microsoft for Helios and Google reportedly developing more advanced custom AI chips only confirm that AI infrastructure spending continues to accelerate, not slow down.
I don't see this as an "anti-Nvidia" trade. The AI market is becoming larger and more competitive, which is healthy for the entire ecosystem. Nvidia will remain a major beneficiary, while companies across memory, networking, storage and software should also capture meaningful growth. That's why I'm using this pullback to gradually accumulate my highest-conviction AI positions.
Oil and energy could stay strong if Middle East tensions escalate further, but I prefer to stay focused on where I see the biggest long-term compounding opportunity. Short-term volatility doesn't change my strategy. As long as AI demand and enterprise spending remain intact, I'll continue to add on weakness and let time do the heavy lifting.
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
- C
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
- S
If you’re curious why $Nebius(NBIS.US) is up after hours.
$NVIDIA(NVDA.US) disclosed it owns 9.3% beneficial ownership of Nebius via SEC filings.Not exactly too new since it dates back to Nvidia’s existing share position of 1.19M shares + $2B prefunded warrant of ~21M shares.But great for sentiment having Nvidia be a large shareholder of the Neocloud leader.
- P
$Nebius(NBIS.US) will become a "hyperscaler" very soon:
Via two axes:1. Cost of capital2. Cost per tokenEverything else about a hyperscaler is downstream of those two variables.Looking at cost of capital alone:- Neoclouds are basically a spread business where they raise capital at one rate + earn a contracted return above it.- Most neoclouds fund expansion via equity (v. expensive) and enter into a loop of dilute -> deploy -> depreciate -> repeat.- Nebius's new $775M debt facility from last week breaks that loop. - Their debt facility is collateralised against contracted cash flows from an "investment-grade" customer, so the lenders are essentially pricing off $Meta Platforms(META.US) / $Microsoft(MSFT.US) receivables rather than Nebius's own credit.- That's v. bullish for Nebius if lenders price them in that way. Especially since early GPU collateralised neocloud debt was at double-digit rates.- The structure repeats. Management says it will replicate the facility against >$40 billion of contracted backlog.- Every new "investment-grade" contract therefore becomes a collateral factory and not just revenue. It manufactures cheap borrowing capacity -> which funds capacity -> which wins contracts.- Customers also pre-fund the machine: deferred rev rose $3.2B in Q1, driving $2.3B of op. cash flow on $399M of revenue. - Ofc that's a delivery obligation and not free money. But it's an obligation funded interest-free vs funding the same buildout w/ debt.Despite what Burry will say, this isn't financing circularity:- $NVIDIA(NVDA.US) $2B equity stake is a rounding error against a broader $20B+ capex programme. - And the backlog is cash contracts paid out of $Meta Platforms(META.US) / $Microsoft(MSFT.US) opco's and not roundtripped semis money.This "new" loop is essentially how AWS became AWS where they funded at bond rates while everyone else funded at much higher equity rates for like 15 years. - C
$NVIDIA(NVDA.US)
Fear is sweeping the semiconductor sector as investors unwind crowded AI trades, pushing NVDA lower despite strong supplier earnings.
Yet nothing has changed where it matters. AI compute demand remains intact, and long-term value is driven by hardware leadership, not short-term sentiment. Corrections are the price of owning exceptional growth businesses.
I’d rather ignore the daily noise than trade every macro swing. In the end, price follows fundamentals.
@Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - E
J.P. Morgan: TSMC CoWoS
CoWoS Capacity Expansion> Capacity Increase: J.P. Morgan is raising its CoWoS capacity estimates for 2026–2028 by 1%, 9%, and 11% respectively. > Targets: TSMC’s CoWoS capacity is expected to reach 115k, 190k, and 225k wafers per month (wfpm) by the end of 2026, 2027, and 2028. > Strategic Shifts: TSMC is accelerating expansion at AP7 Phase 2 (reallocating capacity from SoIC to CoWoS) and is selectively outsourcing interposer manufacturing to Vanguard. > OSAT Role: Capacity for CoWoS-like processes at Outsourced Semiconductor Assembly and Test (OSAT) providers is expected to reach 15k, 50k, and 85k wfpm by the end of 2026, 2027, and 2028, primarily to support server CPU packaging.3D SoIC and CoPoS Outlook> 3D SoIC: The capacity ramp is now more focused on 2028 (projected 65k wfpm) to align with mass adoption in accelerators. While 2027 may see a slight push-out to accommodate CoWoS demand, key customers like AWS, OpenAI, Meta, and NVIDIA (Feynman versions) are expected to adopt SoIC in 2028. > CoPoS: This technology is currently in the engineering stage. Risk production is expected in early 2028, with mass production likely in 2029.Customer Demand and Forecasts> NVIDIA: CoWoS allocations for NVIDIA are rising, reflecting strong demand for new CPUs (Vera in 2027, Rosa in 2028) and accelerators. All NVIDIA accelerator and Co-Packaged Optics (CPO) products are on CoWoS-L at TSMC. > AMD: Estimates for AMD are rising significantly in 2027–2028, driven by the Venice server CPU family, which will largely utilize a CoWoS-L-like process from ASE. > CPUs and ASICs: Server CPUs (e.g., NVDA Vera, AMD Venice) have emerged as a primary upside catalyst for CoWoS demand in 2027. Other programs like Google’s TPU and AWS’s Trainium continue to ramp, though ASICs for companies like Microsoft and Meta remain at a smaller scale. > Supply Chain Roles: AWS and Alchip are expected to remain the primary suppliers for the Neuronlink and UALink versions of Trainium 4. Marvell may take on some share for specific variants that utilize "NVLink fusion" based interconnects. While Trainium 4 volumes in 2028 are expected to be relatively flat compared to Trainium 3 volumes in 2027, the wafer consumption and average selling prices (ASPs) for these chips are expected to be significantly higher.> 2027 as a Key Ramp Year: While TPU and Trainium are currently the only large-scale ASIC programs, 2027 is viewed as a key year for others to ramp, with a heavy focus on Meta’s MTIA and Microsoft’s Maia.Other Technological Notes> Intel EMIB: Intel’s EMIB-T process is seeing incremental demand, notably for the MediaTek TPUv9 Humufish. However, substrate capacity remains a limiting factor for this process. Intel’s EMIB process is positioned as a cheaper alternative, with costs estimated at approximately 50% of TSMC's CoWoS-L packaging technology. Current substrate-level yields for the EMIB process are around 60%, which is considered acceptable by the researchers for a process 1–1.5 years away from ramp. However, substrate capacity is viewed as a key limiting factor for capacity expansion because the processes for substrate build-up and embedding the silicon bridge steps currently have low yields.$Intel(INTC.US) $Alphabet(GOOGL.US) $AMD(AMD.US) $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US)
+1 - N
$IREN(IREN.US) IREN announced that it has raised its year-end AI Cloud annualized run-rate revenue (“ARR”) 1 target from $3.7bn to more than $4bn, of which approximately 85% is now under contract following new multi-year cloud services contracts with leading AI developers representing $2.8bn in total contract value. IREN's customer base now includes Microsoft, NVIDIA, Perplexity, Figure AI, Together AI, Fluidstack, Fireworks AI, Fal AI, Hume AI, and a new leading AI developer, across both bare metal and managed cloud services. Demand from hyperscalers, enterprises, AI developers and frontier labs continues to exceed IREN's available and planned capacity, and IREN is engaged with customers across its entire 2026 and 2027 expansion program. @Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $NVIDIA(NVDA.US) NVIDIA Adds Omniverse Libraries to Agent Toolkit for Physical AI Development
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗡𝗩𝗜𝗗𝗜𝗔 𝗔𝗴𝗲𝗻𝘁 𝗧𝗼𝗼𝗹𝗸𝗶𝘁 now includes 𝗢𝗺𝗻𝗶𝘃𝗲𝗿𝘀𝗲 libraries.➤ New libraries add 𝗽𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗔𝗜 capabilities to existing applications.➤ 𝗢𝘃𝗿𝘁𝘅, 𝗢𝘃𝗽𝗵𝘆𝘀𝘅, and 𝗖𝗔𝗗-𝘁𝗼-𝗦𝗶𝗺𝗥𝗲𝗮𝗱𝘆 libraries are available on GitHub.➤ New 𝗕𝗹𝗲𝗻𝗱𝗲𝗿 blueprint enables Omniverse library integration.➤ 𝗦𝗶𝗱𝗲𝗙𝗫 and 𝗣𝗧𝗖 are integrating Omniverse libraries into 3D workflows.➤ Toolkit supports 𝗥𝗧𝗫 sensor simulation, GPU physics, and asset validation.➤ AI agents can prepare 𝘀𝗶𝗺𝘂𝗹𝗮𝘁𝗶𝗼𝗻-𝗿𝗲𝗮𝗱𝘆 3D assets for robotics and AI.➤ Workflows support local systems from 𝗥𝗧𝗫 𝗦𝗽𝗮𝗿𝗸 to 𝗗𝗚𝗫 𝗦𝘁𝗮𝘁𝗶𝗼𝗻.➤ Multiple software makers and startups are adopting 𝗢𝗺𝗻𝗶𝘃𝗲𝗿𝘀𝗲 libraries.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗝𝗲𝗻𝘀𝗲𝗻 𝗛𝘂𝗮𝗻𝗴, Founder and CEO of NVIDIA:“The physical AI era will be built in simulation first. NVIDIA Agent Toolkit with Omniverse libraries brings AI agents into the 3D tools developers already use, helping build the simulation-ready worlds where robots, factories and autonomous systems are trained and tested long before they reach the real world.”𝗞𝗶𝗺 𝗗𝗮𝘃𝗶𝗱𝘀𝗼𝗻, President and CEO of SideFX:“Procedural 3D creation is essential to building the complex, controllable worlds needed for simulation, robotics and industrial AI. With NVIDIA Omniverse libraries and OpenUSD, SideFX is exploring how agent-ready tools can support Houdini workflows, helping technical artists review, test and prepare procedural content for simulation while staying in control of the creative process.”𝗡𝗲𝗶𝗹 𝗕𝗮𝗿𝘂𝗮, President and CEO of PTC:“Engineering teams are seeking more connected ways to design, collaborate and simulate throughout the development process. PTC’s work with NVIDIA supports that broader vision, while NVIDIA Omniverse libraries help enable simulation-ready workflows that bring validation and testing closer to where products are designed.”