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06-02
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
TOP這是甚麼東西: Intel Target Lift: Valuation Repair Without a Cyclical ComebackThe upward revision to a $100 price target reflects pure balance-sheet valuation repair and does not signal a major cyclical comeback. The reassessment is driven by structural cost-cutting, asset optimization, and government-subsidized foundry infrastructure rollouts. Intel's core data center and client processor businesses still face market share erosion against rival x86 and Arm architectures. The operational turnaround is a long-term capital expenditure story that will not yield a dominant cyclical product comeback in the near term.
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06-02
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
TOPThank you for sharing. I'm a little confused. Judging from amzn's KDJ and MACD, dead forks have been formed at high levels recently, and MA seems to be forming dead forks as well. What kind of signal is this? I'm sorry I'm still a newbie, maybe I'm looking at it wrong.
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2.95K
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06-01
$MSFT 20270617 370.0 CALL$ Up to 480 come on let's go
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06-01
$Verizon Comms(VZ)$ one of my biggest profit
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06-01
$TIGR 20270115 5.0 CALL$ my biggest options profit
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06-01
$MSFT 20260626 500.0 CALL$ Realised the profit, thks to NVDA!!!
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06-01
$MSFT 20260618 485.0 CALL$ back in the green
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06-01
$Lemonade, Inc.(LMND)$ lmnd ai trend wave, buy the dip
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06-01
$HIMX 20260618 10.0 CALL$ 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
$MU 20260605 625.0 PUT$ It's a surreal dream.
876
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06-01
$Tesla Motors(TSLA)$ I knew this friend is erratic de so no need to FOMO.
770
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06-01
$Palo Alto Networks(PANW)$
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06-01
$Microsoft(MSFT)$ finally green after so long
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06-01
$NOW 20270115 150.0 CALL$ sharing for coins
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06-01
$Apple(AAPL)$ 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
$Meta Platforms, Inc.(META)$ continue to stack up after all the law suit settle and ai monetisation! 700 then to 800!!!!