2026-03-07
It's honestly impressive Bloomberg titles have managed to crash the Semi Market for a second day in a row. $LITE down 14.4% $NVDA down 3.5% $TSM down 4.4%. On the news that Oracle and OpenAI are not expanding a part of their Stargate project. This looks more legitimate than [image]
Bloomberg
Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site
Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged …
2026-02-18
Bloomberg on the Raspberry Pi ( $RPI ) and the OpenClaw / PicoClaw / NanoClaw thesis: In their interview with Adam Montanaro, a fund manager at Montanaro Asset Management: “Thematically the evolution of a Raspberry Pi from hobbyist board into a core piece of AI infrastructure [image]
Reuters
Raspberry Pi stock closes up 36% after rising as much as 42% on Tuesday, amid chatter that its products could benefit from low-cost AI projects like OpenClaw
Glad my $RPI x OpenClaw 🦞thesis made it to Reuters. Raspberry Pi's cheap educational boards had a TAM expansion overnight. As they've become the cheaper standard for AI Agent Orchestration + AI Swarms alongside the $AAPL Mac Mini. Raspberry Pi has a de facto monopoly in the [image]
Reuters
Raspberry Pi stock closes up 36% after rising as much as 42% on Tuesday, amid chatter that its products could benefit from low-cost AI projects like OpenClaw
Markets seem to love the OpenClaw Raspberry Pi hoarding. $RPI up another 19.34%, from yesterday's 8.1%. [image]
Reuters
Raspberry Pi stock closes up 36% after rising as much as 42% on Tuesday, amid chatter that its products could benefit from low-cost AI projects like OpenClaw
Fun Trade Idea: Long $RPI (Raspberry Pi) Reason: 🦞 Openclaw / Picoclaw / Nanobot + Hoarding. Everyone has been openly hoarding Apple Mac Minis and were long Apple. But $APPL is already a $3.7T+ company. Product mass-buying won't make a dent. Raspberry Pi, however, is a [image]
Reuters
Raspberry Pi stock closes up 36% after rising as much as 42% on Tuesday, amid chatter that its products could benefit from low-cost AI projects like OpenClaw
2026-02-17
Markets seem to love the OpenClaw Raspberry Pi hoarding. $RPI up another 19.34%, from yesterday's 8.1%. [image]
Reuters
Raspberry Pi stock rose as much as 42% on Tuesday in a record two-day rally, amid demand for single-board computers to run low-cost AI agents like OpenClaw
Shares in Raspberry Pi (RPI.L) rose as much as 42% on Tuesday in a record two-day rally after CEO Eben Upton bought stock in the beaten …
2026-02-03
@zephyr_z9 So that memory demand statement is true, but it's not the focus of the companies listed in the article. They've largely left the market YMTC/CXMT is trying to flood to go after the higher margin hyperscaler AI buildout, so little to no effect on companies like MIcron. If
Nikkei Asia
Sources: China's top memory chipmakers, CXMT and YMTC, plan their biggest expansions yet, as a global supply crunch lets them close the gap with market leaders
@jukan05 Regarding news of memory production by CXMT and YMTC challenging memory companies. This is worded wrong by news. > They're blacklisted in Western hyperscaler supply chains. > This is likely domestic only. Headlines are sensational when they say “China's two major memory [image]
Nikkei Asia
Sources: China's top memory chipmakers, CXMT and YMTC, plan their biggest expansions yet, as a global supply crunch lets them close the gap with market leaders
2026-01-30
$SNDK: “Sandisk will pay Kioxia USD 1.165 billion for manufacturing services and continued availability of supply”. Kioxia and SanDisk together operate one of the world's largest NAND flash manufacturing sites. Sandisk's earnings looks like a blowout, but many second order [image]
Wall Street Journal
Sandisk reports Q2 revenue up 61% YoY to $3.03B, vs. $2.69B est., and net income up 672% to $803M, as AI drives demand upward; SNDK jumps 10%+
Data storage technology company posts second-quarter profit of $803 million, up from $104 million a year earlier
2026-01-29
Btw this $META call at $625 was only 2 weeks ago. 🎯 Hope it goes up even more over the next few weeks, capex spend was overblown since they're printing money and growing at astounding rates. [image]
Bloomberg
Meta expects its 2026 capex to be $115B to $135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in Superintelligence Labs
Meta Platforms Inc.'s better-than-expected sales outlook helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year.
Btw this $META call at $625 was only 2 weeks ago. 🎯 Hope it goes up even more over the next few weeks, capex spend was overblown since they're printing money and growing at astounding rates. [image]
Meta
Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.
2026-01-28
Btw this $META call at $625 was only 2 weeks ago. 🎯 Hope it goes up even more over the next few weeks, capex spend was overblown since they're printing money and growing at astounding rates. [image]
Bloomberg
Meta expects 2026 capex to be $115B-$135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in superintelligence labs
Riley Griffin /Bloomberg:
Btw this $META call at $625 was only 2 weeks ago. 🎯 Hope it goes up even more over the next few weeks, capex spend was overblown since they're printing money and growing at astounding rates. [image]
Meta
Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META up 9%+ after hours
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.
2025-12-11
Oracle [ $ORCL ] earning results and its effect on the neocloud sector like $NBIS & $IREN: Oracle reported earnings with a beat on EPS and a record backlog but, dropped 12% after hours. Oracle is down 39.8% from September 11th highs and brought down the sector with it. Here's [image]
CNBC
Oracle reports Q2 revenue up 14% YoY to $16.06B, below $16.21B est., and raises its FY capex forecast to ~$50B, up from $35B as of September; ORCL drops 15%+
Oracle shares sank 11% in extended trading on Wednesday after the database software maker reported lower quarterly revenue …