Independent thinking for complex markets and current events
Ride the hype if you want but when that 119x dream cracks the next bagholder massacre will be biblical for everyone who bought the fairy tale at the top.
“Apple Inc. has held exploratory discussions about using Intel Corp. and Samsung Electronics Co. to produce the main processors for its devices, a move that would offer a secondary option beyond longtime partner Taiwan Semiconductor Manufacturing Co.” https://www.bloomberg.com/news/articles/2026-05-05/apple-explores-using-intel-and-samsung-to-build-main-device-chips-in-the-us
The Nasdaq is on track for its best month since 2020, even as the physical economy faces a brutal energy squeeze from the Hormuz blockade… Analysts say the $5 trillion milestone makes a stock split likely by year end, but for now the bots are the only thing keeping the market afloat… Silicon is the …
The Food and Drug Administration (FDA) has set a risk level for the recall of potato chips due to inaccurate nutritional data and undeclared ingredients. Detroit-based Uncle Ray’s LLC initiated a voluntary recall of Lowes Foods sour cream and onion flavored potato chips on February 25. The FDA classified it as a Class II recall, …
Lawsuits do not mean guilt, but they do mean someone thinks the books were dressed up while risk was buried. If AI demand slows or financing tightens, this kind of leverage does not unwind politely. They will tell you, "We never saw it coming." pic.twitter.com/eoUhPP387V — The Great Martis (@great_martis) February 4, 2026 “When you …
Suppliers of parts for Nvidia’s H200 have paused production after Chinese Customs officials blocked shipments of the newly approved artificial intelligence processors from entering China, the Financial Times reported on Jan 16. Reuters could not immediately verify the report, which cited two people with knowledge of the matter. Nvidia did not immediately respond to a …
Jensen Huang, the chief executive of the chip-making giant Nvidia, put his company at the forefront of the artificial intelligence boom by making semiconductors more powerful than any of his rivals’. This year, he’s promising to do it again. On Monday, Mr. Huang said the company would begin shipping a new A.I. chip later this …
BENGALURU, Dec 31 (Reuters) – Elon Musk’s brain implant company Neuralink will start “high-volume production” of brain-computer interface devices and move to an entirely automated surgical procedure in 2026, Musk said in a post on the social media platform X on Wednesday. Neuralink did not immediately respond to a Reuters request for comment. The implant …
From the recent earnings of Oracle and Broadcom, two things have become unmistakably clear. For Oracle, debt has surged nearly 50%, while operating cash flow is declining—a troubling combination that markets quickly punished. The stock fell roughly 11% after the earnings release. For Broadcom, the issue is different: Google’s TPU chips are now creating real …
Chinese regulators have barred TikTok-owner ByteDance from deploying Nvidia chips in new data centres. The tech publication The Information first reported the development on Wednesday, citing two company employees. ByteDance bought more Nvidia chips than any other Chinese firm in 2025 as it raced to secure computing power for its billion-plus users amid concerns the …
Nvidia shares fell on Tuesday after The Information reported that Meta is considering using chips designed by Google. Shares of Nvidia were 4% lower in premarket trade. Google-parent Alphabet was trading 4.2% higher after a more than 6% rally on Monday. On Monday, The Information reported that Meta is considering using Google’s tensor processing units …
President Trump reiterated that hiring “thousands” of foreign workers from abroad to build computer chips, for example, is “MAGA.” “I’m gonna welcome those people. I love my conservative friends. I love MAGA, but this is MAGA.” Follow: @AFpost pic.twitter.com/wgVYIxtXJN — AF Post (@AFpost) November 19, 2025 Trump says legal immigration is needed to replace the …
NOW – Trump says the U.S. needs H-1B immigrants to make computer chips and "train our people." pic.twitter.com/LpHUMJHmz8 — Disclose.tv (@disclosetv) November 17, 2025
China just shut the door on foreign AI chips.No more U.S.-built silicon in state-backed servers. This isn’t just policy-it’s protection.Of sovereignty.Of data.Of destiny. What it means:• Nvidia, Intel, AMD lose ground in China• Domestic chipmakers like Huawei benefit•… — The Master Builder (@KingsProtocol) November 5, 2025 (Reuters) – The Chinese government has issued guidance requiring …
China’s analogue AI chip could work 1,000 times faster than Nvidia GPU: study The device also uses less power than conventional computing while achieving accuracy similar to that of digital systems, researchers say Chinese scientists have created a superfast analogue chip that can solve complex maths problems for advanced scientific tasks and artificial intelligence (AI) …
CHINA JUST WEAPONIZED THE ENTIRE RARE EARTH SUPPLY CHAIN get used to reading chinese MOFCOM bulletins because they’re writing american industrial policy now. announced today: any product containing >0.1% chinese rare earth materials needs beijing’s approval before re-export to third countries. doesn’t matter if you manufactured it in taiwan, vietnam, or texas. chinese dysprosium in …
🚨 BREAKING: Trump admin is weighing a 1:1 semiconductor rule: for every chip US firms import, they must match with domestic output—or face ~100% tariffs. Policy could benefit firms expanding US production (TSMC, Micron, GlobalFoundries) but challenge tech companies with complex… pic.twitter.com/WFg4LXaQzq — The Lie Lamaa 🏹 (@_TheLieLamaa) September 28, 2025 The Trump administration is …
$NVDA Nvidia added $1 trillion in market cap after Trump approved H20 sales to China just a few months ago. Now what?https://t.co/uSURCUN53U pic.twitter.com/BWBM0SzWdN — JaguarAnalytics (@JaguarAnalytics) August 22, 2025 NVIDIA ORDERS SUSPENSION TO H20 CHIP PRODUCTION: INFORMATION $NVDA Literally Lutnick's fault — The_Real_Fly (@The_Real_Fly) August 22, 2025 “Nvidia instructed Arizona-based Amkor Technology to stop production …
Commerce Secretary Howard Lutnick said Tuesday that Intel must give the U.S. government an equity stake in the company in return for CHIPS Act funds. “We should get an equity stake for our money,” Lutnick said on CNBC’s “Squawk on the Street” Tuesday. “So we’ll deliver the money, which was already committed under the Biden …
Good chips, bad quarter, everyone panics anyway. One of the biggest indicators of the need for non AI based chips…. “Net Sales- Corporate and Other: $12 million versus $14.87 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -47.8% change.” Toasted and people are freaking… — Financial Spiderplant …
Bloomberg found China is building a small city of AI data centers in a remote desert. In this mini-documentary, we reveal how it’s planning to use thousands of export-banned US chips to power them https://t.co/iIHBF0rFIA — Bloomberg (@business) July 31, 2025 China plans to build roughly 36 data centers in its remote Xinjiang desert zone, …
Trump blocks Taiwan’s president from a symbolic New York stopover. China raises objections. Trump complies. Lai Ching-te cancels the trip. Markets barely flinch. But something isn’t right. Lai was en route to Paraguay, Guatemala, Belize. All Taiwan diplomatic allies. The New York stop was meant to signal US backing. Instead it’s erased. No official announcement. …
$NVDA B200 AI chips have been leaking into China via the black market $AMD $GOOG $MSFT pic.twitter.com/S9rm1sgvOF — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) July 25, 2025
China’s tech sector is quietly building its own solutions to one of its biggest challenges, replacing the advanced chipmaking tools that it currently sources from U.S. and European companies. SiCarrier Technologies, a Chinese chip equipment firm closely linked to Huawei, is taking on the formidable task of developing alternatives to critical tools from ASML, Applied …
Convenience stores across the country are saying sales are down 4.3% year over year and chips and cigarette sales in particular are taking a hit. And of course these items are discretionary and not necessary which is yet another economic warning sign people are going broke.
China is trying to establish a domestic GPU market The idea is to steer away from reliance on sanctioned Nvidia GPUs However compatibility and cost is causing significant issues US export restrictions have targeted China’s access to advanced chips, fearing that cutting-edge technology could bolster China’s military capabilities. These sanctions have forced the nation to …
The U.S. ordered Taiwan Semiconductor Manufacturing Co (TSM, 2330.TW)to halt shipments of advanced chips to Chinese customers that are often used in artificial intelligence applications starting Monday, according to a person familiar with the matter. The Department of Commerce sent a letter to TSMC imposing export restrictions on certain sophisticated chips, of 7 nanometer or …
“The new Xeon 6 AI performance, which Intel claims is over 5 times faster than the current AMD EPYC CPU, is due to further exploitation of the matrix processors on the Xeon.” https://www.forbes.com/sites/bernardmarr/2024/09/25/how-to-write-amazing-generative-ai-prompts/? “Intel is betting the success of its Gaudi 3 on its lower price and lower total cost of ownership […] Intel indicated …
The reason the stock is going up has more to do with this than Jensen, in my opinion. If anyone can recall that analysts were upset when Jensen would not give specifics on Q4 Blackwell revenue during the last earnings call. He only said that it would be “billions” in revenue. Now they have a …
