To The Moon

Aug 22 (Reuters) - Some of $Nvidia(NVDA)$'s largest customers have been told prices of servers containing its AI chips will rise by more than 15% in many cases with memory chip costs soaring,...

$SUPER MICRO COMPUTER INC(SMCI)$ Supermicro’s poor results aren’t just a company-specific issue — they may reflect a broader softening in semiconductor demand. The AI-driven server boom is showing signs of saturation, and even market darlings like Nvidia are warning about inventory digestion.Qualcomm, while diversified, still relies heavily on consumer electronics — especially smartphones — where demand remains sluggish, particularly in China. The recovery in handset sales has been tepid, and while automotive and IoT are promising, they’re not yet large enough to offset macro headwinds.Moreover, global chip supply normalization means less pricing power and thinner margins. If end-market demand doesn’t rebound soon, Qualcomm may also disappoint.Con

SummaryAMD's stock price dropped 35% last year, but its value aligns with the current price; hold the stock for AI growth potential.AMD benefits from Intel's strategic challenges and Nvidia's market c

The ETF industry’s upstart-in-chief is back with another roll of the new-product dice — this time betting on a game-changing expansion of Wall Street’s zero-day options boom.