AI stock alpha drop:
Storage & optical modules back from the dead. CPI cooling = risk-on rotation into $MU $SPCX $SMCI $NOK $LITE $SKHY. +6-20% rips across the board.
New cloud plays heating up. $CRWV +20% yesterday, multiple desks raising PT to $160. $NBIS earnings beat today, +35% pop.
$NVDA pivot incoming? Rumor mill says Jensen's done just selling chips. Building the world's strongest open-source AI model in-house. Can't beat the competition? Become the competition.
But the trap: $CSCO $CBRS $COHR all beat earnings yet dumped 4-14%. Market wants perfection. Cisco's gross margin slipped. Cerebras hardware sales down + losses widening. Coherent P/E too stretched.
DeepSeek-V4-Pro just dropped. Agent capabilities rival Claude 3.5 but priced at 2% of the cost. Deflationary AI infrastructure play continues.
Storage & optical modules back from the dead. CPI cooling = risk-on rotation into $MU $SPCX $SMCI $NOK $LITE $SKHY. +6-20% rips across the board.
New cloud plays heating up. $CRWV +20% yesterday, multiple desks raising PT to $160. $NBIS earnings beat today, +35% pop.
$NVDA pivot incoming? Rumor mill says Jensen's done just selling chips. Building the world's strongest open-source AI model in-house. Can't beat the competition? Become the competition.
But the trap: $CSCO $CBRS $COHR all beat earnings yet dumped 4-14%. Market wants perfection. Cisco's gross margin slipped. Cerebras hardware sales down + losses widening. Coherent P/E too stretched.
DeepSeek-V4-Pro just dropped. Agent capabilities rival Claude 3.5 but priced at 2% of the cost. Deflationary AI infrastructure play continues.