pricingpower

🚨 $NVDA PRICING POWER UNBROKEN DESPITE HBM COST SURGE 🦈💰

📌 Fubon Securities projects HBM4 costs nearly doubling to $31–32/GB by 2026, yet NVIDIA still commands 75–80% gross margins on Rubin GPUs priced at ~$78k–$80k. This isn't luck—it's structural moat. 💡 The ASIC comparison ($35–36/GB) reveals NVIDIA's cost pass-through remains unmatched.

🔍 Meanwhile, Google plans 12–15M TPUs by 2028, and Intel's EMIB capacity ramps to 24k–25k wafers/month by end of 2027. TSMC prioritizes CoWoS over SoIC expansion—capital allocation confirms demand density is real, not inflated. 📊

💬 The AI compute ecosystem is building deeper competitive walls. Are we underestimating NVIDIA's pricing durability as the next wave of custom silicon enters the mix? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #NVDA #AISemiconductor #PricingPower #SmartMoney #Google

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$LENOVO : AI MEMORY DEMAND TURNS CYCLICAL VICTIM INTO PRICING POWER BENEFICIARY 🚀

Entry: 22.32 🔥
Target: 30.00 🚀

Morgan Stanley’s Howard Kao team upgraded Lenovo from Neutral to Overweight, slapping a HK$30 target — 34% upside from last close. The key premise: AI-driven memory demand has permanently flipped supply-demand dynamics, allowing Lenovo to pass on higher component costs while defending margins. This structural pricing power shift is expected to persist at least through H2 2026.

Volume is climbing on the HK exchange and institutional flow is clearly rotating in. Are you treating this as a structural re-rating or a tactical squeeze?

Not financial advice. Always manage your risk.

#LENOVO #AI #Upgrade #PricingPower #Stocks

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