CryptoLite_247

We’re never seeing $SPCX below $100 are we?

HUAWEI HIKES TOP AI CHIP PRICE 60% AS DEMAND OUTSTRIPS SUPPLY

Huawei has raised the suggested price of its Ascend 950DT to about 250,000 yuan, or $37,300, over the past three months, putting it roughly in line with NVIDIA’s $NVDA B200.

The increase comes as demand for Chinese AI compute surges. DeepSeek plans to deploy at least 160,000 Ascend 950DT chips in a major Inner Mongolia data center.

Supply remains constrained by limited HBM availability, pushing up costs and forcing Huawei to prioritize larger customers.

Cambricon is also reportedly raising AI chip prices by as much as 30%.

JPMORGAN UPGRADES $META TO OVERWEIGHT, RAISES PT TO $820 FROM $640

JPM sees Meta’s AI upside moving well beyond ads, with Muse, Model API and Business Agents opening new revenue streams, while its ~4B-user distribution gives it a major scaling advantage.

It also sees further upside to Meta’s core ad business from AI-driven recommendations, engagement and better targeting.

JPM expects the upcoming Watermelon model to be another meaningful step up in intelligence and capabilities, with post-Watermelon models already scaling on Meta’s Prometheus cluster in Ohio.

$MU looks PRIMED for new all time highs at $1200+

Stock recently broke out of a 3 week consolidation from sitting at the 50 EMA and it is now making lower highs, also the daily BX has turned green which means buyers are ready to push it higher.

The relative strength in this sector can't be ignored either, the market has been pushing the memory trade higher while oil keeps making new highs.

$NBIS HAS THE BEST LOOKING CHART IN THE MARKET

Stock is above all major 9/21/50 weekly EMA's, BX is flipping to lighter red about to turn green last two times this happened stock ran up 250%+, stock has been compressing for months just waiting to explode

Some catalysts could be INSANE 2027 ARR guidance or management landing another deal which are both very possible

Cathie Wood and Ark Invest bought 43,091 more shares of Meta Platforms $META today

$VICR.US held a world record in 2017 for the exact architecture the entire AI industry is racing toward now. Then the story disappeared.

Here's the setup. Power loss scales with the square of current, not power. Double the current, you burn four times the energy. That's just what copper does, no amount of capital fixes it.

A wafer-scale AI processor pulling 20 kilowatts at 0.6 volts needs 33,333 amps. More current than a lightning bolt, continuously, into a chip the size of a dinner plate.

Deliver that at 6 volts and you lose 2,200 watts getting it there, 11% of the entire power budget turned into heat. Deliver it at 48 volts and you lose 35 watts. Same chip, same power, one decision about voltage, 64 times the difference.

There are two ways to step voltage down that far. A switch flipping on and off fast, which is what almost everyone ships, Monolithic Power, Infineon, Analog Devices, TI. Or a transformer that trades volts for amps at a fixed ratio, the way a gearbox trades speed for torque.

Vicor is one of the only companies doing it the second way, and they've been building this architecture since the early 1980s.

Now the world record. In November 2017, a Vicor-powered supercomputer called Gyoukou held the record for computing efficiency using this exact setup, co-packaged power conversion, direct 48V to sub-1V at the chip.

That's the entire 2026 AI power pitch, and it was in production and world-record-holding nine years ago. customer's CEO got arrested 19 days later on an unrelated fraud charge and the whole program died with him. It's vanished from every current research note on this company.

There's also a licensing business here running near 100% margin. They don't sue customers, they go to the ITC and get customs to block the infringing supplier at the border. One deal closed in three weeks for $60 million because a hyperscaler's supplier got physically stopped at the port.

Proven technology, a world record to back it up, and a licensing weapon that gets paid regardless of who wins the sockets. Question is whether they can finally convert it.

$NVDA is partnering with Australian providers including $IREN and $SHAZ to build up to 2GW of AI infrastructure by 2027 with IREN bringing its 800MW Bundey campus into the rollout.

Nvidia calls AI factories “the essential resource of the AI economy” while IREN says DSX gives it a “repeatable blueprint” to bring capacity online at scale.

This is another example of AI compute moving toward regions with available power turning Australia into a much bigger market for Nvidia infrastructure and giving IREN another path to monetize Bundey.

$HOOD CEO Vlad Tenev says once a company goes public it loses control over the financial products built around its shares.

He's essentially saying the company still controls the business but the stock becomes an open financial asset that anyone can build around.

$CRM will acquire AI customer research startup Listen Labs for ~$2B.

Listen Labs would give Salesforce another layer of customer intelligence as enterprise software shifts toward agents that can understand customers and act on that data.

$GOOGL It's perhaps one of my favourite companies of all time. If I had to pick one stock to hold for the next ten years, for me it would be this one.

But don't invest on TA alone.

Understand why it's trading at the 200-day EMA. Understand the product roadmap. Understand the company.

Then invest.

$META ACQUIRES SWEDISH AI STARTUP STILLA

Meta is buying Stilla AI to accelerate Meta Business Agent, its AI system for helping merchants handle customer conversations and transactions across WhatsApp, Messenger and Instagram.

Stilla built an agent that can retain company context and take actions across workplace software, with integrations spanning thousands of tools.

The acquisition plugs that technology into a business product Meta says is already used by more than 1M businesses, with over 1B active business conversations taking place across its messaging apps each day.

Stilla was founded in Stockholm in 2024 and raised $5M in pre-seed funding earlier this year. Meta also plans to expand its presence in Sweden following the deal.

$SNDK BREAKOUT WATCH

SNDK pushes to $1,778.81 (+2.35%) after hitting $1,807 intraday.

The chart keeps building higher lows.

🔥 Breakout: $1,800–$1,820
🎯 Targets: $1,900 / $2,000
🟢 Support: $1,720–$1,750
⚠️ Key defense: $1,600
My view: a strong close above $1,800 could open the next leg higher.

$AVGO KEY LEVEL WATCH

AVGO is trading around $361.44, down 1.93%, after failing to hold its recent rebound.

My levels:

🟢 Support: $355–360
⚠️ Breakdown: $350
🔥 Reclaim: $370–375
🎯 Upside: $385 / $400
My view: $355–360 is the line in the sand. Hold it and AVGO can build another rebound; lose $350 and downside risk increases quickly.

$NBIS just received two massive validations in a matter of weeks.

First, PLTR named Nebius its preferred sovereign AI infrastructure partner.

Why Nebius?

• AI-native infrastructure, built from the ground up for AI
• Greater flexibility across the stack
• New compute capacity specifically built for Palantir customers

And just a few weeks earlier, NVDA announced that NBIS will be the first AI cloud to bring NVIDIA’s Groq 3 LPX rack to its platform.

These aren’t random partnerships.

Two of the most important companies in AI are choosing NBIS for strategic parts of their infrastructure.

NBIS doesn’t need to tell investors it’s becoming a strategic AI infrastructure player.

$PLTR and $NVDA are doing it for them.

$ASTS Showing early signs of a rejection at the 50 MA

This stock is no stranger to a rejection at the 50 day moving average, its happen 2x In the pst 2 months.

There is a gap at $55.80 which still has not been filled, could we see a gap fill before the eventual breakout ?

Michael Burry just said he is covering some of his shorts and reducing the size of his bearish bets on $NVDA and $CRWV .

That comes as CoreWeave signs A100 contracts through 2029 which directly challenges idea that older GPUs lose their value as quickly as the bear case assumed.

$MU looks good no matter what time frame you look at it…

3M or 1Y it doesn’t matter.

Giga Bullish on Memory heading into the Agentic era of AI.

$ONDS INVESTORS NEED TO SEE BOTH SIDES OF THIS SETUP.

The numbers tell a powerful story:

- Q2 revenue: $83.8M, up 13x YoY; organic growth +85%

- FY2026 revenue target: $525–550M, over 10x 2025

- Backlog: $757M

- $11B+ two-year pipeline

BUT

- GAAP gross margin fell from 53.1% to 43.1% YoY — profitability under pressure

- Weighted average shares surged to ~501M vs. 151M YoY

So what could change the narrative?

- Major new U.S. Army or NATO orders

- Strong Q3/Q4 earnings with continued revenue beats

$ONDS doesn’t need more promises - we need execution.

Exclusive $ONDS chart outlook for paid Patreon members.

I like Red pre-markets.

I think this flips Green $SPCX by EoD.