Independent thinking for complex markets and current events
AMD just pulled the pin. The MI350 chip, previously priced at $15,000, is now selling for $25,000. That’s a 67% jump. HSBC analysts say the chip now rivals Nvidia’s Blackwell B200 in performance. The MI355X variant, launched in June, is already shipping to Tesla and OpenAI. AMD’s 2026 AI chip revenue forecast was revised from …
The Biden administration will provide a record $15 billion loan to Pacific Gas & Electric to support the utility’s efforts to combat climate change and improve the power grid. The Department of Energy loan comes as a financial boon for the utility recovering from bankruptcy and facing pressure to limit rate It is expected to …
📈 $NVDA accounts receivable 📈 from $9B to nearly $15B to show “growth”. AR means they’ve claim sales but haven’t yet collected the 💵. If Nvidia keeps 📈 receivables to hit this QTR “beat”, it could face accounting issues in its next 10K filing, like $SMCI today. https://t.co/G1AG98QQ2J — The Coastal Journal (@1CoastalJournal) November 14, …
by laflammaster Selling off their MBS at triple the rate and the house value dropping for the first time since 2011. This could be the start of the sell off.