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$Vistra Energy Corp.(VST)$
The Information always publish fake news
Nvidia Reportedly Scouting Successor for Jensen Huang, Including AMD’s Lisa Su and Arm’s Rene Haas
Nonsense. Shortseller report.
Two Critical Nvidia Stock Flaws and Other Reasons This Analyst Says Sell
They want them to earn but not spend, and when they spend, they expect the datacenters to be up within a quarter. These are not investors. These are gamblers.
All talks. If they control the straits, try removing the US blockade. Well, they can't isn't it?
Iran Foreign Minister Says Tehran Controls Strait of Hormuz Shipping, Vows to Act as Guardian
Actually they didn't reveal, and it also isn't 5 customers. It is more like 5 distributors. Even the Mag7 is more than 5 already, so his understanding is incorrect.
Big Short Investor Flags Major Concentration Risk at Nvidia: 70% of Receivables Tied to Five Clients
Deepseek moment for memory chips: all fluffs and marketing
Philadelphia Chip Index Tumbles 2.7%. Western Digital, Seagate Tech, SK Hynix, Micron Down Around 6%; AMD, Intel Fall over 3%
Nonsensical
"AI Storm" Could Send U.S. Stocks Down 20%, Other Markets Down 15%, IMF Says
SemiAnalysis [LOL] That shortseller report that previously said Nvidia production delayed
NVIDIA Off-Balance-Sheet Commitments Soar to $530 Billion, SemiAnalysis Says Could Top $1 Trillion
Same thing as a few months ago and SK Hynix have rejected those rumors. Those market manipulators go around spreading these as anonymous sources is not credible
SK Hynix's Solidigm Weighs IPO That Could Value the Unit at up to $150 Billion, Sources Say
Now that's the right spirit. Iran is just harassing ships, it doesn't control the strait.
US Rejects Iran's Strait of Hormuz Proposal in Indirect UN Talks
It basically already did
AI Stocks Can't Carry the Entire Market Forever
He doesn't understand the difference between DRAM and HBM. DRAM prices should never be that expensive in the first place, but HBM is another story. SK Hynix challenges HBM and won't be affected By DRAM pricing.
'Big Short' Burry Adds to Shorts on Micron, Nebius, SOXX, PLTR, Citing Rising Memory Supply to Push Prices Lower
Trust the guy who make kids become addicted to his platforms to talk about liabilities and trust
Meta's Zuckerberg Says AI Labs Have Enough Incentive to Build Safely
This is monopoly
Grab Takes Majority Stake in Atome Financial in $1.49 Billion Deal
Fake News: It is just slow down in development of Frontier Model not an industry pause. Not like the most of us and businesses are going to use AI less just because frontier development is slower. Do you stop taking Uber because the development of autonomous taxi has slowed down? Or you stop using planes when SpaceX failed a launch and slow down? Rubbish article
AI Has Carried the Stock Market. An Industry Pause Could Pull the Rug Out, Warns This Wall Street Giant
Exactly. All the overnight drunk sellers. Not like everyone doesn’t need ChatGPT anymore and stopped needing tokens.
Slower development doesn't mean less research and less compute. And do you think they will really go slow at the expense of losing their lead? Anthropic proposes so, but who can trust the devil himself (Sam Altman) that have been aggressively building?
AI Pioneers Face Pushback From Markets and Washington on Safety Push
He didn't present anything meaningful nor any meaningful data. The same narrative 3 years ago when the valuation was high too
Five Warning Signs the AI Stock Bubble is in Its Final Stages
This means US Oil exporters have won
Saudi August Crude Output Lowest Since 1990 as Renewed US–Iran Hostilities Squeeze Exports
Fake news
ARAMCO Infrastructure Was Attacked on Monday; Damage Is Being Assessed
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