Posts
SONY is a classic value play with a call option on AI chips still underappreciated by the market
SONY stock is bullish for several reasons. Given the news yesterday that SONY is developing a $6.4B AI chip JV with TSMC, here is why SONY is a classic value play with an AI chip call option still underappreciated by the market. SONY stock reached all-time-high $30 a share last …
Space Datacenters is the Peak of Tech Delusion.
Anyone that knows anything about datacenters is fully aware of how ridiculous the thought of putting a data center in space is. It's an astronomically expensive fever dream that ignores the laws of basic physics, cooling limits, and maintenance realities. **Why Space Data Centers Fail** * Fixing broken parts is …
NVIDIA is redesigning its flagship chip around what memory it can actually get, not what's optimal
The Rubin Ultra reporting this week is that NVIDIA's testing configs with as little as 192GB of HBM, down from a planned 1TB, and even stepping back from HBM4E to HBM4. Not for performance, purely because the memory shortage is bad enough that it's limiting how many racks get built. …
On SanDisk the Risk Reward you get is insane now. Citadel shows it does not want to sell below $ 1200, so that is the floor.
So you can easily put any stoploss below $ 1150-ish and ride the recovery pullback to at least $ 1900 or higher for a good 6:1 Reward to Risk ratio going long here. Just hope Citadel is soon ready with their exiting long exposure on SanDisk. The stock is still …
South Korea to launch US$3.5 bil chip fund, speed development of semiconductor hubs
Summary: South Korea is launching a five trillion won semiconductor fund aimed at chip materials, parts, equipment, and fabless companies, alongside an additional five trillion won in trade finance for suppliers to accelerate new manufacturing hubs. Announced by Presidential Chief of Staff Kang Hoon-sik following a meeting chaired by President …
Are you buying this semiconductor/tech dip or hiding in cash & energy?
Between 10 year Treasury yields pushing past 4.7%, hawkish Fed signals, and Middle East headlines keeping crude elevated, market sentiment feels like a tug of war right now. S&P 500 Q2 earnings growth has been strong on paper, but Wall Street is brutally punishing tech and semiconductor names for their …
World’s biggest chipmaker TSMC’s sales surge 45% amid buoyant AI demand
Taiwan Semiconductor Manufacturing Co. on Monday reported a big sales jump for July, as demand for its artificial intelligence-related chips continued to strengthen. TSMC, the world’s biggest chip manufacturer, reported revenue for July of 467.58 billion New Taiwan dollars ($14.5 billion), up 44.7% year on year. Investors are closely scrutinizing …
Netflix Doubles Ad Sales Commitments at 2026 Upfront Presentation
Netflix said Monday it has closed its upfront sales process, hitting its target of nearly doubling its ad commitments. In reporting quarterly earnings last month, Netflix execs reaffirmed their expectation that ad revenue will hit $3 billion in 2026, twice the 2025 level. The streaming giant is in the fourth …
South Korea President Lee orders Gwangju Air Base cleared for chip complex by mid-2028
President Lee Jae Myung ordered the Defense Ministry on Monday to move Gwangju Air Base's operations to another military airfield by mid-2028 so that work can start early on a semiconductor complex planned for the site. Lee gave the instruction at the second public-private review meeting on the government's three …