CayChan
CayChan
No personal profile
10Follow
1Followers
1Topic
0Badge
avatarCayChan
12-25
Summary Nvidia, Joining Big Tech Deal Spree, to License Groq Technology, Hire Executives Nvidia's licenses chip tech for inference Groq's leadership transition to Nvidia raises questions about future independence Nvidia's strategic hires reflect trend of acquiring talent without full acquisitions (Reuters) - Nvidia has agreed to license chip technology from startup Groq and hire away its CEO, a veteran of Alphabet's Google, Groq said in a blog post on Wednesday. The deal follows a familiar pattern in recent years where the world's biggest technology firms pay large sums in deals with promising startups to take their technology and talent but stop short of formally acquiring the target. Groq specializes in what is known as inference, where artificial intelligence models that have already be
avatarCayChan
12-23
$CNMC Goldmine(5TP.SI)$ dissapointing 
avatarCayChan
12-23
The iShares Silver Trust (SLV) has seen positive developments today, with its stock price rising by 2.32% to $62.345, and trading volume reaching 31.94 million shares. The ETF's holdings have also increased, with its latest reported holdings at 16,066.24 tons of silver, marking a significant rise and reflecting strong investor interest in silver 56. Key Highlights: Price Performance: Current Price: $62.345 (+2.32%). 52-Week High: $62.82. Trading Volume: 31.94M shares. Holdings Growth: The ETF's silver holdings have surged to 16,066.24 tons, a three-and-a-half-year high, indicating robust demand for silver 26. Market Sentiment: The ETF's performance aligns with broader gains in silver-related assets, such as silver miners and other silver ETFs 13. Capital Flow: Recent capital inflows sugges
avatarCayChan
12-20
Does SLV hit a record high today? • SLV’s 52-week high is about $60.97 (near current levels) — this was reached recently during the ongoing rally.  • Current price (~$60.97) is very close to that recent high but not decisively above it based on current data.  What’s really at a record high? The underlying price of silver itself has been hitting fresh record levels this week: • Silver has surged well past previous highs, topping $65-$66+ per ounce recently — a new all-time high for the metal.  • This surge reflects strong industrial demand, tight supply, and macroeconomic conditions driving precious metals.  Because SLV tracks silver’s price, its ETF price moves with those gains — but the ETF price itself doesn’t always exactly match every silver record level due to timing, holding
avatarCayChan
12-20
Is Micron the Next Nvidia? A Deep Comparative Analysis (2025) 1. What Made Nvidia Nvidia 1.1. The AI Revolution and Nvidia’s Dominance Over the past decade, Nvidia (NVDA) transformed from a graphics card maker into the primary engine of generative AI and large-scale data-center computing. Its GPUs (Graphics Processing Units), especially the H100 and Blackwell architectures, became the standard for training and running advanced AI models. This leadership delivered: • Explosive revenue growth — including data-center revenues that often exceed tens of billions per quarter • A dominant ecosystem (CUDA + hardware + software) • High profit margins thanks to pricing power and scaling demand Nvidia’s rise wasn’t just financial — it reshaped computing itself. Its chips are embedded in cloud platfor
avatarCayChan
12-19
$Micron Technology(MU)$   Major themes: Micron beat EPS & revenue expectations, provided strong guidance, and analysts have responded with multiple price-target raises and rating changes, especially on AI/HBM demand drivers. ⸻ 🧠 1. Current Consensus & Ratings Analyst Consensus • Consensus Rating: Buy • Consensus Price Target: ~$288 (with a wide range) • High Target: up to $500 • Low Target: around $150  Interpretation: Most analysts see upside potential from current trading levels, though targets vary widely due to differing assumptions about memory pricing and supply cycles. ⸻ 📈 2. Recent Upgrades & Bullish Calls 🔹 BofA Securities • Upgraded from Neutral to Buy • Raised target to $300 • Cited strong
avatarCayChan
12-19
1) Current Market Momentum (Bullish Signals) Soft Inflation & Fed Rate Outlook • U.S. CPI inflation data came in lower than expected, easing concerns about prolonged higher rates. This sparked rally action in stocks including the S&P 500.  • Softer inflation strengthens the case for rate cuts next year, which historically supports equities as borrowing costs fall and valuations expand.  Recent Market Gains • Major U.S. indices — including the S&P 500 — ended sharply higher recently, snapping multi-day losing streaks.  • Asian markets are advancing, reflecting global risk appetite; this often correlates with U.S. strength.  Seasonal & Strategic Optimism • Analysts at Goldman Sachs point to a historically bullish late-December effect with gains often clustered in this per
avatarCayChan
12-18
Waiting to pick up at $150
Nvidia Director Harvey Jones Sells $44 Million in Shares Held for over Three Decades
avatarCayChan
12-18
Good analysis 
Stock Track | iShares Silver Trust Soars 5.01% as Silver Hits Record High Amid Fed Rate Cut Signals
avatarCayChan
12-05
$iShares Silver Trust(SLV)$  got picked up at 51.25 but today's market is not ready to break record
avatarCayChan
12-04
Price is still a bargain at this point.  My take (but no guarantee) Overall, yes — I think there’s a reasonable case that now can be a decent time to buy SLV, if you’re comfortable with volatility and view it as a long-term investment. The dual demand (industrial + safe-haven) and supply constraints provide a good structural backdrop. That said, if you are more conservative, it might make sense to wait for a dip or scale in gradually rather than invest a lump sum immediately.
avatarCayChan
12-02
Could be better
US Manufacturing Slump Deepens in November
avatarCayChan
12-01
ai and tech always in the same page. 
Pre-Bell | U.S. Futures Dip; Nvidia Falls 2%; Crypto Stocks Sink; Coupang Drops 6%; Canadian Solar Jumps 13%

Go to Tiger App to see more news