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06-02 23:42
NVIDIA Entered CPU War: ARM the Winner, Intel or AMD the Losers?
At Computex, Huang announced Vera CPU entering mass production and RTX Spark crashing into the PC market — NVIDIA is now officially in the CPU business. The market voted with its feet: $ARM Holdings(ARM)$ surged +15.7% to $409, the biggest free-rider winner; $NVIDIA(NVDA)$ +6.3% to $224; while the x86 duo took it on the chin — $Advanced Micro Devices(AMD)$ -1.2% to $510, $Intel(INTC)$ -4.7% to $109. A Barclays report just ranked the winners and losers of this $100B+ CPU war. For years the semiconductor spotlight was on GPUs. But over the past six months, AI wo
TOPShyon: I’m leaning toward $ARM Holdings(ARM)$ in this CPU war. Its business model is the most attractive because it benefits no matter who wins. Whether it’s $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ , or hyperscalers building Arm-based CPUs, ARM collects royalties without having to fight for market share directly. That certainty helps explain the stock’s strong reaction. NVIDIA is still the biggest wildcard. Vera may not replace x86 overnight, but within NVIDIA’s AI ecosystem it doesn’t need to. If customers are already buying NVL racks, adopting Vera becomes a natural extension. The market may also be underestimating how much CPU revenue is embedded inside those systems. For Intel, I’m not convinced a comeback is near. A higher target driven by valuation repair is different from improving competitiveness. Intel still faces pressure from AMD and NVIDIA, and until I see clear market-share gains and product leadership, I remain cautious. @Tiger_comments @TigerClub @TigerStars
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06-02 21:50
AMZN closes in on GSAT, AAPL out ! Oh WoW !
The Story So Far. On 7 Apr 2026, I have shared that $Amazon.com(AMZN)$ bidded $9 billion to acquire $Globalstar(GSAT)$ in a bid to fast-track & bolster its satellite-internet ambitions. click here ! for the detailed post. Also to play catch-up to Starlink (subsidiary of $Space Exploration Technologies Corp(SPCX)$) that is on the verge of a roadshow, commencing on 04 Jun 2026 and culminating with an initial public offer (IPO) on tentative 12 Jun 2026. After almost 2 months of radio silence, there is finally light at the end of the tunnel to this merger. AMZN has revealed that it is taking
TOPNice Sharing 😁 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000
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06-01 21:36
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06-01 22:01
$MSFT 20270617 370.0 CALL$ Up to 480 come on let's go
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06-01 22:06
$Verizon Comms(VZ)$ one of my biggest profit
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06-01 22:06
$TIGR 20270115 5.0 CALL$ my biggest options profit
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06-01 22:17
$Zscaler Inc.(ZS)$ close position for good food.
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06-01 22:18
$MSFT 20260626 500.0 CALL$ Realised the profit, thks to NVDA!!!
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06-01 22:36
$MSFT 20260618 485.0 CALL$ back in the green
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06-01 22:49
$Lemonade, Inc.(LMND)$ lmnd ai trend wave, buy the dip
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06-01 22:52
$HIMX 20260618 10.0 CALL$ I got my breakout! Thanks 🙏 yet again @Shernice軒嬣 2000 . Strange, the saved name still showing your old photo as I saved it instead of your updated one. As you enjoyed a bigger break inn$Fluence Energy, Inc.(FLNC)$
TOPSincerely wishes you to achieve wealth freedom and success. [Miser]
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06-01 23:23
$MU 20260605 625.0 PUT$ It's a surreal dream.
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06-01 23:24
$Tesla Motors(TSLA)$ I knew this friend is erratic de so no need to FOMO.
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06-01 23:28
$Palo Alto Networks(PANW)$
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06-01 23:40
$Microsoft(MSFT)$ finally green after so long
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06-01 23:42
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06-01 23:46
$NOW 20270115 150.0 CALL$ sharing for coins
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06-01 23:49
$Apple(AAPL)$ actionable details regarding cctv sat 0706, it would help to know if you are looking for CCTV repair/installation services, an operating course in Singapore, or TV listings.Please reply with clarification to get
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06-02 00:02
$Meta Platforms, Inc.(META)$ continue to stack up after all the law suit settle and ai monetisation! 700 then to 800!!!!
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06-02 00:05