JY762
536 Posts
JY762
📣 市场里90%是噪音，我帮你过滤
U Holder
Occasional Trader
1.7 Years
236 Following
5.4K+ Followers
1.4K+ Liked
Posts
All
Quotes
Live
$BEB After Nancy Pelosi revealed plans to purchase this stock worth 12 million USD, the stock price immediately rose by 10%.
Verified
$SPCXB adopted the same $NVDAB architecture as Grok, taking it to a new stage of development.
SpaceXAI will expand Grok’s capabilities on the Vera Rubin platform while using Vera processors to handle a wide range of tasks on Earth; meanwhile, its first Starmind satellite is planned to be built on an optimized Vera Rubin NVL72 system.
SpaceXAI will expand Grok’s capabilities on the Vera Rubin platform while using Vera processors to handle a wide range of tasks on Earth; meanwhile, its first Starmind satellite is planned to be built on an optimized Vera Rubin NVL72 system.
Verified
With about 15 gigawatts of coal and natural gas power generation capacity retiring, Australia’s data center electricity demand is expected to grow by 7 times, reaching 34 terawatt-hours, accounting for 13% of the nation’s total electricity consumption.
For $IRENB , what’s interesting is that although its AI technology R&D is still centered in Texas, its Australian origins open up many possibilities for facilities using the same AI technologies.
For $IRENB , what’s interesting is that although its AI technology R&D is still centered in Texas, its Australian origins open up many possibilities for facilities using the same AI technologies.
Latest news: $NFLXB may increase efforts to try to become an operating system in the streaming space.
Netflix has considered integrating Peacock and Fox One into its applications so it can leverage its own distribution advantages to turn the platform into an ecosystem—even if the content isn’t produced by Netflix itself, users can still stay within that system.
Netflix has considered integrating Peacock and Fox One into its applications so it can leverage its own distribution advantages to turn the platform into an ecosystem—even if the content isn’t produced by Netflix itself, users can still stay within that system.
Verified
Is this crazy? $MRVLB is being granted $GOOGLB the right to purchase about 7% of the company’s shares, because Google is expanding its custom
chip business through its partnership with Marvell.
Most of the approximately 59 million stock warrants only vest over time, with the majority contingent on Google’s custom-chip revenue driven through FY2033 in AI accelerators, networking, and memory.
chip business through its partnership with Marvell.
Most of the approximately 59 million stock warrants only vest over time, with the majority contingent on Google’s custom-chip revenue driven through FY2033 in AI accelerators, networking, and memory.
$AMZNB is set to expand drone delivery to Chicago, Atlanta, Cleveland, and Syracuse, increasing Prime Air’s coverage area by about 6 times by the end of the year.
This will bring the service to approximately 30 million people. Its MK30 drones have already completed hundreds of thousands of deliveries this year
This will bring the service to approximately 30 million people. Its MK30 drones have already completed hundreds of thousands of deliveries this year
Due to capacity constraints caused by demand for artificial intelligence, Samsung has raised the price of advanced wafer foundry services by 15%. $TSMB is still booked solid.
Although Samsung accounts for only 1002% (7%) of the global wafer foundry market, with SF4 capacity already fully booked, the AI/HPC business is expected to make up more than 30% of wafer foundry revenue this year, and Samsung is gaining pricing power.
Although Samsung accounts for only 1002% (7%) of the global wafer foundry market, with SF4 capacity already fully booked, the AI/HPC business is expected to make up more than 30% of wafer foundry revenue this year, and Samsung is gaining pricing power.
$ONDS has acquired Aran Defense for $34 million in an all-stock deal, further expanding its defense manufacturing business in Israel.
Aran expects to generate an additional $18 million in revenue in 2025 and has engineering and production capabilities to support the mass production of defense products.
This enables Ondas to better control the pace of industrialization of its growing portfolio of defense products in Israel, while adding another revenue-generating platform for the company.
Aran expects to generate an additional $18 million in revenue in 2025 and has engineering and production capabilities to support the mass production of defense products.
This enables Ondas to better control the pace of industrialization of its growing portfolio of defense products in Israel, while adding another revenue-generating platform for the company.
Verified
$CBRSB After being reported as having been equipped with an exclusive compute backbone for OpenAI’s GPT-5.6 Sol ultra-fast mode (up to 750 tokens per second), it surged by more than 15%.
This collaboration is included in 750 MW of OpenAI capacity through 2028, giving the company a clear path to scale its wafer-scale engine to meet the growing inference demands.
This collaboration is included in 750 MW of OpenAI capacity through 2028, giving the company a clear path to scale its wafer-scale engine to meet the growing inference demands.
Verified
It’s taken off! Piper Sandler initiates coverage with a “buy” rating for $SOFI , with a target price of $22, and says the current level is an “attractive entry point for long-term investors,” because SoFi is entering its next phase of growth.
The firm expects that by 2028, SoFi’s revenue will grow at a 22% CAGR and its adjusted EBITDA will grow at a 27% CAGR, as SoFi combines large-loan and debt-integration opportunities with a broader ecosystem spanning checking, savings, investing, credit cards, and insurance.
The real flywheel effect is cross-selling, with product growth of 43%, surpassing the 35% member growth from the second quarter. Piper says that as customers add more products, this will enhance engagement, lifetime value, and the durability of growth.
The firm expects that by 2028, SoFi’s revenue will grow at a 22% CAGR and its adjusted EBITDA will grow at a 27% CAGR, as SoFi combines large-loan and debt-integration opportunities with a broader ecosystem spanning checking, savings, investing, credit cards, and insurance.
The real flywheel effect is cross-selling, with product growth of 43%, surpassing the 35% member growth from the second quarter. Piper says that as customers add more products, this will enhance engagement, lifetime value, and the durability of growth.
$NVDAB is locking in one of the largest AI infrastructure projects to date, with OpenAI and SB Energy planning to build an 8 GW computing campus in Ohio.
The first 4.25 GW will run on Nvidia’s DSX platform, with capacity coming online beginning in 2028, while the full project will add at least 10 GW of generation capacity and $4.2 billion in grid investment.
Jensen Huang said, “Land, power, and the shell have become key elements of the AI era.” Nvidia will continue to expand OpenAI’s computing capacity by ensuring long-term infrastructure.
The first 4.25 GW will run on Nvidia’s DSX platform, with capacity coming online beginning in 2028, while the full project will add at least 10 GW of generation capacity and $4.2 billion in grid investment.
Jensen Huang said, “Land, power, and the shell have become key elements of the AI era.” Nvidia will continue to expand OpenAI’s computing capacity by ensuring long-term infrastructure.
$RKLBB Viasat selected to build an anti-jamming satellite for the U.S. Space Force, as the company further expands its business in the national security sector.
The program will combine Rocket Lab's Lightning-GEO spacecraft with Viasat's protected payload to keep U.S. military communications running smoothly in contested environments.
Peter Beck said the award reflects Rocket Lab's growing importance in the national security arena, as the project moves from the design phase to production.
The program will combine Rocket Lab's Lightning-GEO spacecraft with Viasat's protected payload to keep U.S. military communications running smoothly in contested environments.
Peter Beck said the award reflects Rocket Lab's growing importance in the national security arena, as the project moves from the design phase to production.
Partly True
Really?! Right now, just moments ago, Bank of America believes that artificial intelligence may have permanently changed the memory cycle. $MUB The company expects that earnings per share will reach $236 by 2030.
The report also assumes that the gross margin can remain at 80%, because HBM and advanced DRAM consume more of the wafer production capacity, and longer lead times keep supply structurally tight.
Meanwhile, Micron Technology's price-to-earnings ratio is still as high as 1002 times, 6 times, as the market continues to digest expectations that the memory boom will end—almost immediately.
The report also assumes that the gross margin can remain at 80%, because HBM and advanced DRAM consume more of the wafer production capacity, and longer lead times keep supply structurally tight.
Meanwhile, Micron Technology's price-to-earnings ratio is still as high as 1002 times, 6 times, as the market continues to digest expectations that the memory boom will end—almost immediately.
$NVDAB According to reports, the company is in talks to invest up to $3 billion in SB Energy’s large data center project in Ohio, which was built for OpenAI.
These discussions are part of a broader agreement that may include Nvidia providing up to $100 billion in credit support to help OpenAI with its compute buildout.
These discussions are part of a broader agreement that may include Nvidia providing up to $100 billion in credit support to help OpenAI with its compute buildout.
Verified
$AEHR.US Since the last earnings call, the stock price has risen 87%. Since then, two more orders have been received:
August 4: Silicon photonics follows its key customer
August 12: $22 million artificial intelligence processor order
There may be some defective units on each wafer. Although they pass inspection, they fail a few weeks later. Burn-in testing can weed out these defective units at the wafer stage, when a single defective unit costs only a few cents. If burn-in testing is missed, the same defective unit could cause an entire rack in a production cluster to fail.
Fiscal 2027 expected revenue is $130 million to $150 million, three times fiscal 2026.
Initiated by Jefferies Group
$AEHR.US Buy at $175
August 4: Silicon photonics follows its key customer
August 12: $22 million artificial intelligence processor order
There may be some defective units on each wafer. Although they pass inspection, they fail a few weeks later. Burn-in testing can weed out these defective units at the wafer stage, when a single defective unit costs only a few cents. If burn-in testing is missed, the same defective unit could cause an entire rack in a production cluster to fail.
Fiscal 2027 expected revenue is $130 million to $150 million, three times fiscal 2026.
Initiated by Jefferies Group
$AEHR.US Buy at $175
AEHRUS+0.01%
$AEHR.US Just set a new historical high, and after Jefferies called it “the only supplier that provides both wafer-level and package-level aging tests, and has been included in AI production,” it is now pushing toward $150.
I started building my position a little more than a year ago, when the market still largely viewed Aehr as an automotive SiC company, despite clear signs that the business was shifting toward AI.
That re-rating is now fully underway—its stock price is up more than 1,500% from the level when I first entered.
I started building my position a little more than a year ago, when the market still largely viewed Aehr as an automotive SiC company, despite clear signs that the business was shifting toward AI.
That re-rating is now fully underway—its stock price is up more than 1,500% from the level when I first entered.
AEHRUS+0.01%
Log in to explore more content