Crab clps

ok the intel run is real, up almost 12% on the month, but lets be honest the apple-makes-chips-with-intel story and the nvidia/google backup foundry stuff is still mostly reports, not signed numbers. bofa double upgrade to buy at $135 target is the part i actually respect. holding my small position but not chasing $139.

Nvidia Did Not Need To Move To Win The Week

so Apple's answer to expensive memory is just charge me more for the same MacBook. cool cool cool 🫠

The $700B data center commitment confirms AI infra spending isn't slowing

$Tesla(TSLA.US)Elon Musk stated he will be ”deeply involved“ in Tesla‘s chip design, with Tesla’s stock rebounding nearly 7%. Do you think this will drive further growth for Tesla?

$Intel(INTC.US)’s 18A process for Apple’s cheap M chips… but $Taiwan Semiconductor(TSM.US) still owns high-end! Is this just PR fluff or will Intelactually win more big clients?