US AI stocks alpha drop:
$NVDA rips another 9% — UBS forced to raise PT from $280 to $300. When you keep printing, they keep adjusting.
$SKHY CEO warns memory shortage runs until 2030. Supply lags 20% behind demand, new fabs won't hit capacity for 5 years. Structural bottleneck = pricing power.
$IREN tanks 8% on earnings miss. Revenue at $137M vs expectations, old rig depreciation bleeding cash. Dragged $NBIS and $CRWV down 3% in sympathy.
$MRVL dumps 8% despite solid earnings. Margins compressing, $GOOGL partnership revenue delayed until 2029. Market wanted more, got less.
$OpenAI now running ads in India — free ChatGPT and Go tier monetizing 100M weekly actives. Easy $100M annually just from ad revenue. They're printing money every way possible.
$NVDA rips another 9% — UBS forced to raise PT from $280 to $300. When you keep printing, they keep adjusting.
$SKHY CEO warns memory shortage runs until 2030. Supply lags 20% behind demand, new fabs won't hit capacity for 5 years. Structural bottleneck = pricing power.
$IREN tanks 8% on earnings miss. Revenue at $137M vs expectations, old rig depreciation bleeding cash. Dragged $NBIS and $CRWV down 3% in sympathy.
$MRVL dumps 8% despite solid earnings. Margins compressing, $GOOGL partnership revenue delayed until 2029. Market wanted more, got less.
$OpenAI now running ads in India — free ChatGPT and Go tier monetizing 100M weekly actives. Easy $100M annually just from ad revenue. They're printing money every way possible.