$Vistra Energy Corp.(VST)$ This is a hidden gem, top mover of the year. Grab this back when the market was dumping due to recession fear. $140 by end of year? Good stock to position for both AI and War. When AI is up, this is up. When war/oil is up, this is also up. Double the upward trend.
Nvidia Reportedly Scouting Successor for Jensen Huang, Including AMD’s Lisa Su and Arm’s Rene Haas
As NVIDIA (NVDA) board investigates related reports and the company newly warns that it is "heavily dependent on the services provided by its long-serving executive team," failing to establish an...
Two Critical Nvidia Stock Flaws and Other Reasons This Analyst Says Sell
By by Jack DentonBrave is the analyst who makes the bearish call on Nvidia stock.But that's just the case Jay Goldberg of Seaport Research Partners made in a note on Thursday, reiterating a Sell ratin
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
Iran’s foreign minister wrote in the Financial Times that, by geography, Iran has unmatched control over maritime traffic in the Strait of Hormuz and that alternative routes are overhyped; the...
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
Steve Eisman, one of the real-life figures behind the film "The Big Short," has pointed to a "concentration risk" at NVIDIA (ASX: NVDA), noting that 70% of the company's accounts receivable comes...
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%
CXMT Corp. announced a breakthrough in chip technology that rivals like Samsung Electronics Co. have chased for years — an unverified claim that rattled stock markets and highlights China's...
"AI Storm" Could Send U.S. Stocks Down 20%, Other Markets Down 15%, IMF Says
The boom in investments in artificial intelligence has powered global economic growth through the shock in energy markets, but that could end abruptly, the International Monetary Fund warns.If the exp
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
NVIDIA's off-balance-sheet financial commitments are expanding at an alarming pace, drawing intense market scrutiny over the flexibility of its balance sheet and its capacity to absorb risk.According...
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
Solidigm could raise $15 billion in IPO, people familiar say.